Alps Oshares US Quality DiviOUSAETF
13F holders, Q4 2024 (December 31)128holders +2
10new positions
11sold out
1famous investor
$53.14avg. 13F price*
At the end of Q4 2024, 128 institutions reported holding Alps Oshares US Quality Divi (OUSA) in their 13F filings, up 2 from Q3 2024. 10 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($79.2M), LPL Financial LLC ($27.5M) and Thurston, Springer, Miller, Herd & Titak, Inc. ($23.8M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Alps Oshares US Quality Divi
- Filed as
- ALPS ETF TR (Q4 2024)
- CUSIP
- 00162Q387
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.5M |
| Exits | 11 | $13.9M |
All 13F filers, Q3 2024 → Q4 2024: 711,056 shares bought and 687,254 shares sold, net +23,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Morgan Stanley | 0.01% | Add +7.6% | 1,491,569 | $79.2M |
| LPL Financial LLC | 0.01% | Reduce -0.2% | 517,021 | $27.5M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4.81% | Add +87.4% | 448,143 | $23.8M |
| Ameriprise Financial Inc. | 0.01% | Add +38.1% | 447,916 | $23.8M |
| Bank of America Corp. | 0.00% | Reduce -6.9% | 410,017 | $21.8M |
| Wells Fargo & Company | 0.00% | Add +10.6% | 371,383 | $19.7M |
| Royal Bank of Canada | 0.00% | Reduce -8.0% | 370,194 | $19.7M |
| Raymond James Financial Inc. | 0.01% | — | 282,184 | $15.0M |
| Kestra Advisory Services, LLC | 0.07% | Add +2.4% | 244,495 | $13.0M |
| Mgo One Seven LLC | 0.50% | Add +2.1% | 243,093 | $12.9M |
| UBS Group AG | 0.00% | Add +0.3% | 219,999 | $11.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +34.8% | 209,568 | $11.1M |
| &partners | 0.10% | Reduce -29.8% | 156,486 | $8.3M |
| Equitable Holdings, Inc. | 0.07% | Add +8.3% | 145,285 | $7.7M |
| Stifel Financial Corp. | 0.01% | Reduce -9.6% | 104,011 | $5.5M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -8.9% | 91,576 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -6.4% | 88,622 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +299.6% | 83,264 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.9% | 77,918 | $4.1M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -2.4% | 75,700 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +14.7% | 77,071 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.1% | 69,333 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -2.3% | 58,641 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +2.6% | 55,881 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 42,942 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +0.1% | 35,666 | $1.9M |
| WealthPlan Investment Management, LLC | 0.18% | Add +2.3% | 34,662 | $1.8M |
| Apollon Financial, LLC | 0.46% | Add +0.7% | 34,630 | $1.8M |
| Independent Advisor Alliance | 0.02% | New | 33,697 | $1.8M |
| Private Portfolio Partners LLC | 0.32% | Add +0.9% | 32,533 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.5% | 31,314 | $1.7M |
| Avant Capital LLC | 1.36% | — | 30,825 | $1.6M |
| Caldwell Trust Co | 0.17% | Reduce -1.5% | 30,653 | $1.6M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -3.4% | 28,341 | $1.5M |
| Ameritas Advisory Services, LLC | 0.05% | New | 27,405 | $1.5M |
| Park Edge Advisors, LLC | 0.36% | Reduce -3.9% | 23,079 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -3.6% | 22,660 | $1.2M |
| Sovereign Financial Group, Inc. | 0.27% | Add +0.5% | 22,397 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -0.1% | 21,878 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -92.2% | 21,431 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.11% | Reduce -2.1% | 15,946 | $847K |
| Diligent Investors, LLC | 0.18% | Add +0.0% | 14,612 | $776K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.3% | 13,798 | $733K |
| JPMorgan Chase & Co. | 0.00% | Add +75.1% | 13,676 | $726K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.5% | 13,592 | $722K |
| Grandview Asset Management LLC | 0.25% | Reduce -6.5% | 13,022 | $692K |
| Focus Financial Network, Inc. | 0.02% | Add +0.4% | 11,715 | $622K |
| Symphony Financial Services, Inc. | 0.49% | Add +1.8% | 11,503 | $611K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.5% | 11,363 | $604K |
| Sigma Planning Corp | 0.02% | Add +6.2% | 10,304 | $547K |
| HighTower Advisors, LLC | 0.00% | Add +3.2% | 10,241 | $544K |
| USA Financial Formulas | 0.09% | Add +0.1% | 10,241 | $544K |
| Astoria Portfolio Advisors LLC. | 0.19% | Reduce -12.7% | 10,280 | $541K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.3% | 10,083 | $536K |
| Wedbush Securities Inc. | 0.02% | No change | 9,062 | $481K |
| Compound Planning, Inc. | 0.02% | Add +5.5% | 8,614 | $458K |
| Truist Financial Corp. | 0.00% | Add +4.8% | 8,152 | $433K |
| Mercer Global Advisors Inc. | 0.00% | Add +46.6% | 8,104 | $430K |
| Atlas Capital Advisors Inc. | 0.05% | Add +5.4% | 7,783 | $413K |
| MTM Financial Group, LLC | 0.23% | No change | 7,395 | $393K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -1.3% | 7,263 | $386K |
| Creative Planning | 0.00% | Add +16.4% | 7,213 | $383K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,170 | $381K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.2% | 7,027 | $373K |
| NewEdge Wealth, LLC | 0.01% | Reduce -6.4% | 6,921 | $368K |
| Kelly Financial Group LLC | 0.13% | — | 6,752 | $359K |
| Burns Matteson Capital Management, LLC | 0.20% | No change | 6,743 | $358K |
| Beacon Financial Advisory LLC | 0.11% | Add +0.3% | 6,561 | $349K |
| Park Avenue Securities LLC | 0.00% | No change | 6,425 | $341K |
| Summit Financial, LLC | 0.01% | Add +53.7% | 6,177 | $328K |
| Mariner, LLC | 0.00% | No change | 6,159 | $327K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.4% | 6,151 | $327K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +51.8% | 6,108 | $324K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.7% | 5,980 | $318K |
| Highland Capital Management, LLC | 0.02% | Reduce -1.6% | 5,699 | $303K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +11.3% | 5,611 | $298K |
| Mutual Advisors, LLC | 0.01% | Add +0.0% | 5,089 | $271K |
| ORG Partners LLC | 0.04% | Reduce -0.1% | 5,077 | $270K |
| Nemes Rush Group LLC | 0.03% | Add +0.4% | 5,018 | $267K |
| Acas, LLC | 0.19% | Reduce -4.1% | 4,709 | $257K |
| Next Level Private LLC | 0.10% | No change | 4,641 | $247K |
| FMR LLC | 0.00% | Add +5.2% | 4,386 | $233K |
| Cerity Partners LLC | 0.00% | Reduce -44.4% | 4,140 | $220K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 4,132 | $219K |
| AQR Capital Management | 0.00% | No change | 4,000 | $212K |
| Advisory Services Network, LLC | 0.00% | Reduce -4.0% | 3,888 | $207K |
| Medallion Wealth Advisors, LLC | 0.10% | — | 3,715 | $197K |
| Stephens Consulting, LLC | 0.05% | No change | 3,607 | $192K |
| Comerica Bank | 0.00% | Reduce -0.8% | 3,124 | $166K |
| Jones Financial Companies LLLP | 0.00% | Add +31.0% | 2,925 | $155K |
| AE Wealth Management LLC | 0.00% | New | 2,405 | $128K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,173 | $115K |
| High Note Wealth, LLC | 0.03% | New | 1,993 | $106K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -6.0% | 1,569 | $83K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,450 | $77K |
| Fourth Dimension Wealth, LLC | 0.03% | — | 1,150 | $61K |
| CENTRAL TRUST Co | 0.00% | No change | 1,076 | $57K |
| US Bancorp \de | 0.00% | No change | 1,072 | $57K |
| Private Trust Co. NA | 0.01% | No change | 1,000 | $53K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,000 | $53K |
| TD Capital Management LLC | 0.00% | No change | 662 | $35K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 552 | $29K |
| Principal Securities, Inc. | 0.00% | No change | 524 | $28K |
| Blair William & Co. | 0.00% | Add +0.4% | 466 | $25K |
| Princeton Global Asset Management LLC | 0.00% | No change | 424 | $23K |
| TruNorth Capital Management, LLC | 0.01% | Add +0.2% | 415 | $22K |
| Beacon Capital Management, LLC | 0.00% | Add +0.5% | 378 | $20K |
| Financial Gravity Companies, Inc. | 0.00% | New | 376 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.3% | 320 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 318 | $17K |
| Optimum Investment Advisors | 0.01% | No change | 303 | $16K |
| Cwm, LLC | 0.00% | No change | 300 | $16K |
| New Millennium Group LLC | 0.01% | New | 175 | $9K |
| Global Retirement Partners, LLC | 0.00% | No change | 160 | $8K |
| Archer Investment Corp | 0.00% | No change | 148 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 140 | $7K |
| Fifth Third Bancorp | 0.00% | New | 140 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 126 | $7K |
| MAI Capital Management | 0.00% | New | 116 | $6K |
| Citigroup Inc. | 0.00% | Reduce -92.5% | 103 | $5K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 100 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 92 | $5K |
| Bank of Montreal | 0.00% | No change | 91 | $5K |
| Mather Group, Llc. | 0.00% | No change | 70 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 55 | $3K |
| Russell Investments Group, Ltd. | 0.00% | New | 37 | $2K |
| Signaturefd, LLC | 0.00% | No change | 28 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 2 | $106 |
"% of holder's portfolio" is OUSA's weight in each manager's 13F, not the share of Alps Oshares US Quality Divi the manager owns.