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Get Institutions for : 
Alps Oshares Us Quality Dividend Etf (OUSA)  
$37.13 0.00 (0.00%) as of 4:30 Fri 10/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 111    3
Total shares held : 
 6,661,230  
% of shares held : 
 42.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 -770,420  
% of shares held change : 
   -4.94%  
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 :
12
 288,576
 4.33%
 
Increased Positions :
37
 191,996
 2.88%
 
Unchanged Positions :
32
 113,089
 1.7%
 
Decreased Positions :
30
-1,231,062
-18.48%
 
Closed Positions :
9
-19,930
-0.3%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1446 - 2023-12-31 1,451,796 $66,913,000 76,873
   WELLS FARGO & CO/MN 871 - 2023-12-31 659,061 $30,376,000 -878,548
   LPL FINANCIAL CORP 764 - 2023-12-31 555,537 $25,605,000 23,289
   ROYAL BANK OF CANADA 1012 - 2023-12-31 543,352 $25,043,000 -241,983
   BANK OF AMERICA CORP /DE/ 1668 - 2023-12-31 515,482 $23,759,000 -11,999
   Kestra Advisory Services LLC 255 - 2023-12-31 240,519 $11,086,000 -556
   UBS Group AG 1408 - 2023-12-31 234,156 $10,792,000 -3,464
   RAYMOND JAMES & ASSOCIATES 1116 - 2024-03-31 215,700 $10,658,000 3,589
   We Are One Seven LLC 34 *New 2023-12-31 199,496 $9,195,000 199,496
   ENVESTNET ASSET MANAGEMENT INC 1577 - 2023-12-31 173,237 $7,984,000 -8,842
   Equitable Holdings Inc. 184 - 2023-12-31 144,054 $6,639,000 2,963
   Advisor Group Holdings Inc. 1023 - 2023-12-31 143,062 $6,594,000 -21,123
   STIFEL FINANCIAL CORP 1057 - 2023-12-31 118,532 $5,463,000 12,692
   Beaumont Capital Management LLC 4 - 2023-12-31 110,130 $5,076,000 -4,764
   Private Advisor Group LLC 451 - 2023-12-31 102,256 $4,713,000 2,239
   AMERIPRISE FINANCIAL INC 2504 - 2023-12-31 77,178 $3,557,000 -6,231
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1328 - 2024-03-31 70,871 $3,502,000 -754
   KESTRA PRIVATE WEALTH SERVICES LLC 249 - 2023-12-31 70,789 $3,263,000 10,640
   MML INVESTORS SERVICES LLC 776 - 2023-12-31 70,502 $3,249,000 579
   Stratos Wealth Partners LTD. 373 - 2024-03-31 51,486 $2,544,000 -447
   COMMONWEALTH EQUITY SERVICES LLC. 1496 - 2023-12-31 55,173 $2,543,000 2,151
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 860 - 2024-03-31 51,208 $2,530,000 -10,700
   Ahrens Investment Partners LLC 21 - 2023-03-31 55,159 $2,325,000 -15,059
   Beaumont Financial Advisors LLC 72 - 2023-12-31 49,959 $2,303,000 -2,312
   Goss Wealth Management LLC 677 - 2023-12-31 40,025 $1,891,000 -3,423
   DAVENPORT & CO LLC - 2023-12-31 38,612 $1,780,000 222
   Private Portfolio Partners LLC 54 - 2023-12-31 32,617 $1,503,000 47
   FINANCIAL NETWORK 1127 - 2023-12-31 31,885 $1,470,000 224
   Secure Asset Management LLC *New 2023-12-31 31,638 $1,458,000 31,638
   Andesa Financial Management Inc. 50 - 2022-12-31 31,991 $1,325,000 -2,639
   Apollon Financial LLC 48 - 2023-12-31 26,970 $1,243,000 0
   Avant Capital LLC 23 - 2023-09-30 29,456 $1,235,000 -451
   Park Edge Advisors LLC 38 - 2024-03-31 24,760 $1,223,000 474
   Rockefeller Capital Management L.P. 1093 *New 2023-12-31 24,700 $1,138,000 24,700
   Sovereign Financial Group Inc. 68 - 2024-03-31 22,153 $1,095,000 -46
   ORG Partners LLC 106 - 2023-12-31 21,822 $1,007,000 16,796
   JANNEY MONTGOMERY SCOTT LLC 1455 - 2023-12-31 20,946 $965,000 -920
   Astoria Portfolio Advisors LLC. 53 - 2024-03-31 19,834 $934,000 7,982
   Retirement Group LLC 43 - 2023-12-31 19,457 $897,000 -5,300
   Capital Advisors Ltd. LLC 114 - 2024-03-31 17,013 $841,000 -586
   Kingsview Wealth Management LLC 524 - 2023-12-31 17,477 $806,000 -197
   GOLDMAN SACHS GROUP INC/ 3624 - 2023-12-31 17,151 $790,000 0
   AXXCESS WEALTH MANAGEMENT LLC 408 - 2023-12-31 16,657 $768,000 34
   FLAGSHIP HARBOR ADVISORS LLC 289 - 2024-03-31 15,292 $756,000 -851
   Grandview Asset Management LLC 56 - 2024-03-31 14,650 $724,000 -666
   Diligent Investors LLC 138 - 2023-12-31 15,007 $692,000 1
   Atria Wealth Solutions Inc. 1097 - 2023-12-31 13,163 $607,000 -1,303
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2200 - 2024-03-31 11,020 $545,000 -2,902
   Focus Financial Network Inc. 364 - 2024-03-31 11,583 $543,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 445 - 2023-12-31 11,535 $532,000 0
   CITADEL ADVISORS LLC 3560 - 2023-12-31 11,280 $520,000 6,038
   OPPENHEIMER & CO INC 961 - 2023-12-31 11,018 $508,000 100
   USA Financial Portformulas Corp 89 - 2023-12-31 10,175 $469,000 10,088
   HIGHTOWER ADVISORS, LLC 2341 - 2023-12-31 9,821 $453,000 -4
   AE Wealth Management LLC 1516 - 2023-12-31 9,148 $432,000 -671
   JANE STREET GROUP LLC 4103 *New 2023-12-31 9,134 $421,000 9,134
   PERSONAL CFO SOLUTIONS LLC 282 - 2023-12-31 9,050 $417,000 -2,420
   WEDBUSH MORGAN SECURITIES INC 635 - 2023-12-31 8,810 $406,000 0
   J.W. COLE ADVISORS INC. 570 - 2023-12-31 7,967 $367,000 949
   ATLAS CAPITAL ADVISORS LLC 264 - 2024-03-31 7,383 $365,000 0
   J P MORGAN CHASE & CO 3852 - 2023-12-31 7,737 $357,000 6,273
   Summit Financial LLC 312 - 2024-03-31 6,819 $337,000 -2,029
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4314 - 2023-12-31 7,139 $329,000 -15,543
   ADVISORY SERVICES NETWORK, LLC 1049 *New 2023-12-31 7,037 $324,000 7,037
   Steward Partners Investment Advisory LLC 1197 - 2023-12-31 6,780 $312,000 20
   Burns Matteson Capital Management LLC 114 - 2023-12-31 6,743 $311,000 0
   Atomi Financial Group Inc. 421 - 2023-12-31 6,435 $297,000 802
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1498 - 2023-09-30 6,867 $288,000 -693
   Beacon Financial Advisory LLC - 2023-12-31 6,148 $283,000 9
   Integrated Wealth Concepts LLC 1288 - 2023-12-31 6,063 $279,000 310
   Pine Valley Investments Ltd Liability Co 364 - 2023-12-31 6,055 $279,000 30
   MARINER WEALTH ADVISORS, LLC 2436 *New 2023-12-31 5,825 $268,000 5,825
   HIGHLAND CAPITAL MANAGEMENT CORP 309 - 2023-12-31 5,755 $265,000 100
   Sigma Planning Corp 689 - 2023-12-31 5,345 $246,000 -5,994
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1428 - 2023-12-31 5,283 $244,000 -2,172
   CREATIVE PLANNING 2268 - 2023-12-31 5,141 $237,000 0
   Mutual Advisors LLC 894 - 2023-12-31 5,084 $234,000 1
   Nemes Rush Group LLC 152 - 2023-12-31 5,000 $230,000 0
   Next Level Private LLC 116 - 2024-03-31 4,641 $229,000 0
   ACAS LLC 74 - 2023-12-31 4,909 $226,000 0
   Stephens Consulting LLC 78 - 2024-03-31 4,284 $212,000 1
   COMERICA BANK 2257 - 2023-12-31 4,174 $192,000 0
   SHEETS SMITH & ASSOCIATES INC 325 *New 2023-09-30 3,368 $141,000 3,368
   BROWN BROTHERS HARRIMAN & CO 615 - 2023-12-31 2,173 $100,000 0
   TOWER RESEARCH CAPITAL LLC 2649 - 2023-12-31 2,146 $99,000 -4,766
   Providence Capital Advisors LLC 129 - 2023-12-31 2,100 $97,000 0
   Johnson Midwest Financial LLC 61 - 2023-09-30 1,930 $81,000 0
   FMR LLC 3209 - 2023-12-31 1,529 $70,000 957
   EMFO LLC 141 - 2023-12-31 1,380 $64,000 0
   NBT BANK N A /NY 398 - 2024-03-31 1,242 $61,000 0
   ICA Group Wealth Management LLC 482 - 2023-12-31 1,245 $57,000 1,245
   GUARANTY TRUST CO OF MISSOURI /MO/ 791 - 2024-03-31 1,076 $53,000 0
   US BANCORP 2650 - 2023-12-31 1,072 $49,000 0
   PRIVATE TRUST CO NA 1108 - 2024-03-31 1,000 $49,000 822
   LGT Financial Advisors LLC 230 - 2023-12-31 938 $43,000 0
   NBC SECURITIES INC. 1182 - 2024-03-31 854 $42,000 3
   BLAIR WILLIAM & CO/IL 1591 - 2023-12-31 888 $41,000 2
   Semmax Financial Advisors Inc. 154 - 2023-12-31 852 $40,000 0
   PRINCIPAL SECURITIES INC. 1617 - 2023-12-31 761 $35,000 0
   TD CAPITAL MANAGEMENT LLC 212 - 2023-12-31 662 $31,000 0
  100 Records found
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