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Get Institutions for : 
Alps Oshares Us Small-cap Quality Dividend Etf (OUSM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    8
Total shares held : 
 6,464,198  
% of shares held : 
 7.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 213,394  
% of shares held change : 
   0.24%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 207,054
 3.2%
 
Increased Positions :
31
 768,805
 11.89%
 
Unchanged Positions :
12
 199,797
 3.09%
 
Decreased Positions :
18
-718,301
-11.11%
 
Closed Positions :
3
-44,164
-0.68%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AMERIPRISE FINANCIAL INC 799 - 2024-03-31 1,173,747 $49,919,000 193,962
   MORGAN STANLEY 2144 - 2024-03-31 778,677 $33,148,000 46,942
   H D Vest Advisory Services 66 - 2024-03-31 596,693 $25,401,000 292,177
   UBS Group AG 1105 - 2024-03-31 553,519 $23,563,000 205,754
   WELLS FARGO & CO/MN 1050 - 2024-03-31 536,006 $22,818,000 104,449
   THRIVENT FINANCIAL FOR LUTHERANS 448 - 2024-03-31 471,498 $20,071,000 159,611
   LPL FINANCIAL CORP 1024 - 2024-03-31 392,045 $16,689,000 29,120
   Stonehearth Capital Management LLC 5 - 2024-03-31 330,054 $14,050,000 2,577
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 761 - 2024-03-31 257,406 $10,958,000 18,335
   ROYAL BANK OF CANADA 1650 - 2024-03-31 183,504 $7,812,000 15,511
   RAYMOND JAMES & ASSOCIATES 1404 - 2024-03-31 151,838 $6,464,000 75,730
   Fiduciary Planning LLC 10 - 2024-03-31 150,083 $6,389,000 5,646
   COMMONWEALTH EQUITY SERVICES LLC. 1083 - 2024-03-31 134,193 $5,713,000 3,825
   KESTRA PRIVATE WEALTH SERVICES LLC 248 - 2024-03-31 90,679 $3,860,000 17,733
   SHEETS SMITH & ASSOCIATES INC 64 - 2024-03-31 84,302 $3,589,000 57,577
   ENVESTNET ASSET MANAGEMENT INC 2270 - 2024-03-31 74,544 $3,173,000 24,843
   CASTLE WEALTH MANAGEMENT LLC 27 - 2024-03-31 63,163 $2,689,000 1,449
   Premier Path Wealth Partners LLC 40 - 2024-03-31 60,803 $2,663,000 23,562
   MML INVESTORS SERVICES LLC 1017 - 2024-03-31 50,022 $2,129,000 15,806
   J P MORGAN CHASE & CO 2965 - 2024-03-31 48,628 $2,070,000 9,697
   Gladstone Institutional Advisory LLC 213 - 2024-03-31 43,536 $1,853,000 10,242
   BROWN ADVISORY HOLDINGS INC 657 - 2024-03-31 43,385 $1,847,000 105
   LEVEL FOUR ADVISORY SERVICES LLC 220 - 2024-03-31 46,357 $1,816,000 156
   Park Edge Advisors LLC 29 - 2024-03-31 35,505 $1,511,000 314
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 887 - 2023-09-30 37,201 $1,306,000 9,888
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1648 - 2024-03-31 25,887 $1,102,000 2,290
   THOROUGHBRED FINANCIAL SERVICES LLC 189 - 2024-03-31 25,067 $1,067,000 3,703
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2651 - 2024-03-31 21,813 $929,000 9,320
   Sigma Planning Corp 533 - 2024-03-31 20,789 $885,000 10,868
   Stratos Wealth Partners LTD. 693 - 2024-03-31 19,669 $837,000 396
   Secure Asset Management LLC 113 - 2024-03-31 17,816 $758,000 4,456
   Kestra Advisory Services LLC 1537 - 2024-03-31 14,074 $599,000 592
   Capital Advisors Ltd. LLC 202 - 2024-03-31 8,280 $352,000 3
   Mutual Advisors LLC 825 - 2024-03-31 7,673 $327,000 1,962
   COMERICA BANK 2135 - 2024-03-31 6,719 $286,000 2,364
   ICA Group Wealth Management LLC 241 - 2024-03-31 6,070 $258,000 3,170
   PFG Advisors 595 - 2024-03-31 5,353 $228,000 172
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1584 - 2024-03-31 2,662 $113,000 784
   Farther Finance Advisors LLC 944 - 2024-03-31 2,318 $98,000 705
   TOWER RESEARCH CAPITAL LLC 2150 - 2024-03-31 1,407 $60,000 948
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2057 - 2024-03-31 1,179 $50,000 691
   IFP Advisors Inc 1613 - 2023-12-31 988 $39,000 3
   HARBOUR INVESTMENTS INC. 1583 - 2023-12-31 950 $37,000 250
   FMR LLC 3977 - 2024-03-31 345 $15,000 161
   Venturi Wealth Management LLC 1160 - 2024-03-31 69 $3,000 3
  45 Records found
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