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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
   Ellsworth Advisors LLC 155 *New 2024-03-31 7,001 $282,000 7,001
   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
   EVERPAR ADVISORS LLC 213 *New 2024-03-31 5,337 $227,000 5,337
   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
   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
   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
   MCF Advisors LLC 666 *New 2024-03-31 167 $7,000 167
   AdvisorNet Financial Inc 1518 *New 2024-03-31 75 $3,000 75
  12 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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