OUSA Institutional Ownership
ALPS Funds OâShares U.S. Quality Dividend ETF
1W: -1.1%
1M: -3.3%
3M: -0.2%
YTD: +4.1%
1Y: +5.8%
3Y: +47.3%
5Y: +49.4%
$59.64
+0.19 (+0.32%)
Weekly Expected Move ±1.4%
$58
$59
$60
$60
$61
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — OUSA
143
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
341M
Total Invested
12
New Positions
39
Increased
55
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (158 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,542,936 | 92M | -24,778 | -1.6% | 17Q | SEC ↗ |
| 2 | LPL Financial LLC | 524,948 | 31M | -8,904 | -1.7% | 17Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 371,645 | 22M | -7,325 | -1.9% | 15Q | SEC ↗ |
| 4 | ROYAL BANK OF CANADA | 300,573 | 18M | -19,073 | -6.0% | 17Q | SEC ↗ |
| 5 | MGO ONE SEVEN LLC | 274,456 | 16M | +2,190 | +0.8% | 11Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 262,882 | 16M | -7,978 | -2.9% | 17Q | SEC ↗ |
| 7 | Kestra Advisory Services, LLC | 248,996 | 15M | -10,457 | -4.0% | 17Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 183,550 | 11M | -4,492 | -2.4% | 7Q | SEC ↗ |
| 9 | UBS Group AG | 174,736 | 10M | -12,042 | -6.4% | 17Q | SEC ↗ |
| 10 | Rockefeller Capital Management L.P. | 146,302 | 9M | -48,129 | -24.8% | 11Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 123,599 | 7M | +26,001 | +26.6% | 15Q | SEC ↗ |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | 113,309 | 7M | +1,255 | +1.1% | 17Q | SEC ↗ |
| 13 | Equitable Holdings, Inc. | 100,854 | 6M | -7,028 | -6.5% | 17Q | SEC ↗ |
| 14 | Ameritas Advisory Services, LLC | 96,857 | 6M | +40,072 | +70.6% | 3Q | SEC ↗ |
| 15 | Private Advisor Group, LLC | 76,256 | 5M | -945 | -1.2% | 17Q | SEC ↗ |
| 16 | Sanctuary Advisors, LLC | 76,036 | 5M | +33 | +0.0% | 9Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 66,413 | 4M | +1,603 | +2.5% | 17Q | SEC ↗ |
| 18 | &PARTNERS | 64,018 | 4M | -8,554 | -11.8% | 9Q | SEC ↗ |
| 19 | OSAIC HOLDINGS, INC. | 60,672 | 4M | +3,167 | +5.5% | 17Q | SEC ↗ |
| 20 | NewEdge Advisors, LLC | 59,201 | 4M | +5,513 | +10.3% | 15Q | SEC ↗ |
| 21 | Stratos Wealth Partners, LTD. | 54,914 | 3M | -795 | -1.4% | 17Q | SEC ↗ |
| 22 | MML INVESTORS SERVICES, LLC | 53,603 | 3M | +4,826 | +9.9% | 17Q | SEC ↗ |
| 23 | STIFEL FINANCIAL CORP | 42,846 | 3M | -34,905 | -44.9% | 17Q | SEC ↗ |
| 24 | THURSTON, SPRINGER, MILLER, HERD & TIT | 40,932 | 2M | -43,017 | -51.2% | 9Q | SEC ↗ |
| 25 | AMERIPRISE FINANCIAL INC | 35,161 | 2M | -903 | -2.5% | 12Q | SEC ↗ |
| 26 | Avant Capital LLC | 34,639 | 2M | -1,199 | -3.3% | 7Q | SEC ↗ |
| 27 | DAVENPORT & Co LLC | 31,366 | 2M | -1,578 | -4.8% | 15Q | SEC ↗ |
| 28 | Caldwell Trust Co | 28,797 | 2M | -360 | -1.2% | 17Q | SEC ↗ |
| 29 | Apollon Financial, LLC | 28,640 | 2M | — | +0.0% | 11Q | SEC ↗ |
| 30 | Janney Montgomery Scott LLC | 28,530 | 2M | +2,936 | +11.5% | 17Q | SEC ↗ |
| 31 | JONES FINANCIAL COMPANIES LLLP | 27,688 | 2M | +2,427 | +9.6% | 8Q | SEC ↗ |
| 32 | FLAGSHIP HARBOR ADVISORS, LLC | 26,332 | 2M | +1,131 | +4.5% | 17Q | SEC ↗ |
| 33 | Beaumont Financial Advisors, LLC | 26,285 | 2M | -537 | -2.0% | 15Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,043 | 1M | -5,871 | -20.3% | 6Q | SEC ↗ |
| 35 | Sovereign Financial Group, Inc. | 22,087 | 1M | +111 | +0.5% | 17Q | SEC ↗ |
| 36 | Cetera Investment Advisers | 20,938 | 1M | +171 | +0.8% | 10Q | SEC ↗ |
| 37 | BXM Wealth LLC | 19,400 | 1M | +8,500 | +78.0% | 4Q | SEC ↗ |
| 38 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 19,340 | 1M | -55 | -0.3% | 12Q | SEC ↗ |
| 39 | Tempo Wealth, LLC | 18,682 | 1M | -286 | -1.5% | 3Q | SEC ↗ |
| 40 | HRT FINANCIAL LP NEW | 18,217 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 41 | CITADEL ADVISORS LLC | 17,534 | 1M | +8,263 | +89.1% | 2Q | SEC ↗ |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 15,855 | 946K | -2,789 | -15.0% | 17Q | SEC ↗ |
| 43 | Steward Partners Investment Advisory, | 15,770 | 941K | +9,810 | +164.6% | 17Q | SEC ↗ |
| 44 | Capital Advisors, Ltd. LLC | 15,586 | 930K | -96 | -0.6% | 17Q | SEC ↗ |
| 45 | Park Edge Advisors, LLC | 12,724 | 759K | — | +0.0% | 14Q | SEC ↗ |
| 46 | JPMORGAN CHASE & CO | 9,718 | 580K | +2,342 | +31.8% | 16Q | SEC ↗ |
| 47 | CITIGROUP INC NEW | 9,539 | 569K | — | +0.0% | 1Q | SEC ↗ |
| 48 | USA FINANCIAL FORMULAS NEW | 9,500 | 567K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Kingsview Wealth Management, LLC | 9,424 | 562K | -1,510 | -13.8% | 17Q | SEC ↗ |
| 50 | TRUIST FINANCIAL CORP | 9,306 | 555K | +47 | +0.5% | 10Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 18,217 | 1M |
| CITIGROUP INC | 9,539 | 569K |
| USA FINANCIAL FORMULAS | 9,500 | 567K |
| XTX Topco Ltd | 6,703 | 400K |
| Vise Technologies, Inc. | 6,232 | 372K |
| FLOW TRADERS U.S. LLC | 6,113 | 365K |
| Capstone Wealth Management Group, I | 4,530 | 270K |
| StoneX Group Inc. | 4,063 | 242K |
| Providence Capital Advisors, LLC | 2,101 | 125K |
| Allied Private Wealth LLC | 2,017 | 120K |
| Institute for Wealth Management, LL | 384 | 23K |
| Buck Wealth Strategies, LLC | 263 | 16K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ALPS ADVISORS INC | 55,610 | 3M |
| WealthPlan Investment Management, L | 35,510 | 2M |
| Independent Advisor Alliance | 29,652 | 2M |
| Ascentis Independent Advisors | 15,262 | 910K |
| Cresset Asset Management, LLC | 13,592 | 811K |
| Compound Planning, Inc. | 12,146 | 724K |
| Mariner, LLC | 9,848 | 587K |
| Cerity Partners LLC | 8,216 | 490K |
| PARK AVENUE SECURITIES LLC | 7,619 | 454K |
| TWO SIGMA INVESTMENTS, LP | 7,300 | 435K |
| Summit Financial, LLC | 6,550 | 391K |
| LeClair Wealth Partners LLC | 5,183 | 309K |
| Astoria Portfolio Advisors LLC. | 4,344 | 259K |
| NewEdge Wealth, LLC | 3,714 | 222K |
| CHOREO, LLC | 3,655 | 218K |
| Advisory Services Network, LLC | 2,838 | 169K |
| CENTRAL TRUST Co | 1,076 | 64K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 380 | 23K |
| PNC Financial Services Group, Inc. | 310 | 18K |
| AlphaCore Capital LLC | 200 | 12K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Ameritas Advisory Services, LLC | +40,072 | +70.6% | 96,857 |
| GOLDMAN SACHS GROUP INC | +26,001 | +26.6% | 123,599 |
| Steward Partners Investment Advisor | +9,810 | +164.6% | 15,770 |
| BXM Wealth LLC | +8,500 | +78.0% | 19,400 |
| CITADEL ADVISORS LLC | +8,263 | +89.1% | 17,534 |
| NewEdge Advisors, LLC | +5,513 | +10.3% | 59,201 |
| MML INVESTORS SERVICES, LLC | +4,826 | +9.9% | 53,603 |
| Beacon Pointe Advisors, LLC | +3,293 | +59.1% | 8,864 |
| OSAIC HOLDINGS, INC. | +3,167 | +5.5% | 60,672 |
| Janney Montgomery Scott LLC | +2,936 | +11.5% | 28,530 |
| JONES FINANCIAL COMPANIES LLLP | +2,427 | +9.6% | 27,688 |
| JPMORGAN CHASE & CO | +2,342 | +31.8% | 9,718 |
| Tower Research Capital LLC (TRC) | +2,306 | +132.0% | 4,053 |
| MGO ONE SEVEN LLC | +2,190 | +0.8% | 274,456 |
| ENVESTNET ASSET MANAGEMENT INC | +1,603 | +2.5% | 66,413 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +1,255 | +1.1% | 113,309 |
| FLAGSHIP HARBOR ADVISORS, LLC | +1,131 | +4.5% | 26,332 |
| Cetera Investment Advisers | +171 | +0.8% | 20,938 |
| Sovereign Financial Group, Inc. | +111 | +0.5% | 22,087 |
| Farther Finance Advisors, LLC | +50 | +2500.0% | 52 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Rockefeller Capital Management L.P. | -48,129 | -24.8% | 146,302 |
| THURSTON, SPRINGER, MILLER, HERD & | -43,017 | -51.2% | 40,932 |
| STIFEL FINANCIAL CORP | -34,905 | -44.9% | 42,846 |
| MORGAN STANLEY | -24,778 | -1.6% | 1,542,936 |
| ROYAL BANK OF CANADA | -19,073 | -6.0% | 300,573 |
| USA FINANCIAL FORMULAS | -12,491 | -100.0% | 2 |
| UBS Group AG | -12,042 | -6.4% | 174,736 |
| Kestra Advisory Services, LLC | -10,457 | -4.0% | 248,996 |
| LPL Financial LLC | -8,904 | -1.7% | 524,948 |
| &PARTNERS | -8,554 | -11.8% | 64,018 |
| WELLS FARGO & COMPANY/MN | -7,978 | -2.9% | 262,882 |
| BANK OF AMERICA CORP /DE | -7,325 | -1.9% | 371,645 |
| Equitable Holdings, Inc. | -7,028 | -6.5% | 100,854 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -5,871 | -20.3% | 23,043 |
| RAYMOND JAMES FINANCIAL INC | -4,492 | -2.4% | 183,550 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,789 | -15.0% | 15,855 |
| Grandview Asset Management LLC | -1,605 | -14.9% | 9,197 |
| DAVENPORT & Co LLC | -1,578 | -4.8% | 31,366 |
| Kingsview Wealth Management, LLC | -1,510 | -13.8% | 9,424 |
| Avant Capital LLC | -1,199 | -3.3% | 34,639 |