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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  
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            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
   LPL FINANCIAL CORP 732 - 2024-03-31 638,878 $31,567,000 83,341
   RAYMOND JAMES & ASSOCIATES 1116 - 2024-03-31 215,700 $10,658,000 3,589
   Equitable Holdings Inc. 184 - 2023-12-31 144,054 $6,639,000 2,963
   STIFEL FINANCIAL CORP 1057 - 2023-12-31 118,532 $5,463,000 12,692
   Private Advisor Group LLC 459 - 2024-03-31 102,333 $5,056,000 77
   KESTRA PRIVATE WEALTH SERVICES LLC 204 - 2024-03-31 98,149 $4,850,000 27,360
   MML INVESTORS SERVICES LLC 776 - 2023-12-31 70,502 $3,249,000 579
   Beaumont Financial Advisors LLC 71 - 2024-03-31 50,031 $2,472,000 72
   Secure Asset Management LLC 54 - 2024-03-31 34,448 $1,702,000 2,810
   Private Portfolio Partners LLC 57 - 2024-03-31 32,658 $1,614,000 41
   FINANCIAL NETWORK 1127 - 2023-12-31 31,885 $1,470,000 224
   Apollon Financial LLC 45 - 2024-03-31 28,290 $1,398,000 1,320
   Park Edge Advisors LLC 38 - 2024-03-31 24,760 $1,223,000 474
   Retirement Group LLC 37 - 2024-03-31 22,587 $1,116,000 3,130
   JANNEY MONTGOMERY SCOTT LLC 1467 - 2024-03-31 21,865 $1,080,000 919
   Astoria Portfolio Advisors LLC. 53 - 2024-03-31 19,834 $934,000 7,982
   AXXCESS WEALTH MANAGEMENT LLC 408 - 2023-12-31 16,657 $768,000 34
   Sigma Planning Corp 655 - 2024-03-31 13,125 $649,000 7,780
   CITADEL ADVISORS LLC 3560 - 2023-12-31 11,280 $520,000 6,038
   J.W. COLE ADVISORS INC. 600 - 2024-03-31 7,982 $394,000 15
   Beacon Financial Advisory LLC 174 - 2024-03-31 6,489 $321,000 341
   Atomi Financial Group Inc. 508 - 2024-03-31 6,460 $319,000 25
   Steward Partners Investment Advisory LLC 1197 - 2023-12-31 6,780 $312,000 20
   Pine Valley Investments Ltd Liability Co 366 - 2024-03-31 6,080 $300,000 25
   HIGHLAND CAPITAL MANAGEMENT CORP 305 - 2024-03-31 5,940 $293,000 185
   Integrated Wealth Concepts LLC 1288 - 2023-12-31 6,063 $279,000 310
   Mutual Advisors LLC 935 - 2024-03-31 5,086 $251,000 2
   FMR LLC 3209 - 2023-12-31 1,529 $70,000 957
   ICA Group Wealth Management LLC 482 - 2023-12-31 1,245 $57,000 1,245
   PRIVATE TRUST CO NA 1108 - 2024-03-31 1,000 $49,000 822
   NBC SECURITIES INC. 1182 - 2024-03-31 854 $42,000 3
   BANK OF MONTREAL /CAN/ 3228 - 2023-12-31 169 $8,000 124
  33 Records found
  1    
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