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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   AMERIPRISE FINANCIAL INC 900 - 2023-12-31 979,785 $38,389,000 151,783
   MORGAN STANLEY 2287 - 2023-12-31 731,735 $28,669,000 151,563
   H D Vest Advisory Services 66 - 2024-03-31 596,693 $25,401,000 292,177
   WELLS FARGO & CO/MN 1050 - 2024-03-31 536,006 $22,818,000 104,449
   BANK OF AMERICA CORP /DE/ 1926 - 2023-12-31 436,020 $17,083,000 -16,183
   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
   UBS Group AG 1282 - 2023-12-31 347,765 $13,625,000 21,740
   THRIVENT FINANCIAL FOR LUTHERANS 544 - 2023-12-31 311,887 $12,220,000 88,577
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 761 - 2024-03-31 257,406 $10,958,000 18,335
   ROYAL BANK OF CANADA 1720 - 2023-12-31 167,993 $6,582,000 21,983
   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
   STIFEL FINANCIAL CORP 1013 - 2023-12-31 151,174 $5,923,000 7,217
   COMMONWEALTH EQUITY SERVICES LLC. 1083 - 2024-03-31 134,193 $5,713,000 3,825
   Axiom Financial Strategies LLC 13 - 2024-03-31 98,921 $4,211,000 -1,431
   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
   Sontag Advisory LLC 160 - 2024-03-31 64,000 $2,724,000 0
   CASTLE WEALTH MANAGEMENT LLC 27 - 2024-03-31 63,163 $2,689,000 1,449
   BARNES PETTEY FINANCIAL ADVISORS LLC 11 - 2024-03-31 63,095 $2,686,000 -5,704
   Premier Path Wealth Partners LLC 40 - 2024-03-31 60,803 $2,663,000 23,562
   Private Advisor Group LLC 718 - 2024-03-31 57,104 $2,431,000 -625
   J P MORGAN CHASE & CO 2965 - 2024-03-31 48,628 $2,070,000 9,697
   ENVESTNET ASSET MANAGEMENT INC 2481 - 2023-12-31 49,701 $1,947,000 15,223
   HAVERFORD TRUST CO 177 - 2024-03-31 44,255 $1,884,000 -7,400
   BROWN ADVISORY HOLDINGS INC 657 - 2024-03-31 43,385 $1,847,000 105
   LEVEL FOUR ADVISORY SERVICES LLC 215 - 2023-12-31 46,201 $1,810,000 23,930
   Advisor Group Holdings Inc. 1791 - 2024-03-31 41,814 $1,768,000 -20,718
   Park Edge Advisors LLC 29 - 2024-03-31 35,505 $1,511,000 314
   MML INVESTORS SERVICES LLC 1189 - 2023-12-31 34,216 $1,341,000 23,889
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 887 - 2023-09-30 37,201 $1,306,000 9,888
   Gladstone Institutional Advisory LLC 256 - 2023-12-31 33,294 $1,304,000 1,688
   Clay Northam Wealth Management LLC 18 - 2024-03-31 30,342 $1,292,000 -1,727
   Steward Partners Investment Advisory LLC 654 - 2023-12-31 31,553 $1,236,000 -811
   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
   Empirical Asset Management LLC 59 - 2024-03-31 21,939 $934,000 -1,835
   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
   Acorn Wealth Advisors LLC 52 - 2024-03-31 19,064 $812,000 -13
   Secure Asset Management LLC 113 - 2024-03-31 17,816 $758,000 4,456
   GOLDMAN SACHS GROUP INC/ 3681 - 2023-12-31 17,612 $690,000 0
   JANNEY MONTGOMERY SCOTT LLC 1912 - 2024-03-31 12,984 $553,000 0
   Kestra Advisory Services LLC 1485 - 2023-12-31 13,482 $528,000 578
   Cambridge Advisors Inc. 125 - 2024-03-31 10,222 $435,000 -6
   HIGHTOWER ADVISORS, LLC 2475 - 2024-03-31 8,657 $369,000 -70
   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
   FINANCIAL NETWORK 2223 - 2023-12-31 7,801 $306,000 -311
   Ellsworth Advisors LLC 155 *New 2024-03-31 7,001 $282,000 7,001
   Diligent Investors LLC 266 - 2024-03-31 6,480 $276,000 0
   Mason & Associates Inc 96 *New 2024-03-31 6,010 $256,000 6,010
   Dynamic Advisors Solutions LLC 801 *New 2024-03-31 5,989 $255,000 5,989
   USA Financial Portformulas Corp 169 - 2024-03-31 5,729 $244,000 -483
   PFG Advisors 595 - 2024-03-31 5,353 $228,000 172
   EVERPAR ADVISORS LLC 213 *New 2024-03-31 5,337 $227,000 5,337
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2097 - 2024-03-31 5,227 $223,000 -1,929
   Horan Securities Inc. 105 *New 2024-03-31 5,047 $215,000 5,047
   ELEVATUS WELATH MANAGEMENT 92 *New 2024-03-31 4,900 $209,000 4,900
   COMERICA BANK 2303 - 2023-12-31 4,355 $171,000 0
   Richardson Capital Management LLC 31 *New 2024-03-31 3,750 $160,000 3,750
   ICA Group Wealth Management LLC 340 *New 2023-12-31 2,900 $114,000 2,900
   GoalVest Advisory LLC 146 - 2024-03-31 2,217 $94,000 0
   Goss Wealth Management LLC 1962 *New 2023-12-31 2,351 $92,000 2,351
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1526 *New 2023-12-31 1,878 $74,000 1,878
   Farther Finance Advisors LLC 957 - 2023-12-31 1,613 $63,000 -741
   IFP Advisors Inc 1613 - 2023-12-31 988 $39,000 3
   Canton Hathaway LLC 178 - 2023-12-31 1,000 $39,000 0
   HARBOUR INVESTMENTS INC. 1583 - 2023-12-31 950 $37,000 250
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2380 - 2023-12-31 488 $19,000 49
   TOWER RESEARCH CAPITAL LLC 3716 - 2023-12-31 459 $18,000 459
   FMR LLC 4188 - 2023-12-31 184 $7,000 9
   MCF Advisors LLC 666 *New 2024-03-31 167 $7,000 167
   Venturi Wealth Management LLC 1160 - 2024-03-31 69 $3,000 3
   AdvisorNet Financial Inc 1518 *New 2024-03-31 75 $3,000 75
   PNC FINANCIAL SERVICES GROUP INC 4387 - 2024-03-31 20 $1,000 -76
   ADVISORY SERVICES NETWORK, LLC 1659 *Closed 2024-03-31 0 $0 -330
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -25,877
   PROEQUITIES INC. 3853 - 2024-03-31 0 $0 0
   ORG Partners LLC 782 *Closed 2024-03-31 0 $0 -25,773
   Evergreen Private Wealth LLC 224 *Closed 2024-03-31 0 $0 -400
   Aptus Capital Advisors LLC 956 *Closed 2023-12-31 0 $0 -42,891
  84 Records found
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