Alps Oshares US Quality DiviOUSAETF
13F holders, Q1 2025 (March 31)125holders −3
7new positions
9sold out
1famous investor
$53.20avg. 13F price*
At the end of Q1 2025, 125 institutions reported holding Alps Oshares US Quality Divi (OUSA) in their 13F filings, down 3 from Q4 2024. 7 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($78.7M), LPL Financial LLC ($29.1M) and Thurston, Springer, Miller, Herd & Titak, Inc. ($24.7M). 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 (Q1 2025)
- CUSIP
- 00162Q387
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.8M |
| Exits | 9 | $3.8M |
All 13F filers, Q4 2024 → Q1 2025: 323,741 shares bought and 285,908 shares sold, net +37,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 125 holders
| Morgan Stanley | 0.01% | Reduce -0.8% | 1,479,159 | $78.7M |
| LPL Financial LLC | 0.01% | Add +5.9% | 547,385 | $29.1M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4.16% | Add +3.7% | 464,797 | $24.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.4% | 414,763 | $22.1M |
| Bank of America Corp. | 0.00% | Reduce -6.6% | 382,785 | $20.4M |
| Wells Fargo & Company | 0.00% | Reduce -6.1% | 348,598 | $18.6M |
| Royal Bank of Canada | 0.00% | Reduce -9.4% | 335,457 | $17.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -2.1% | 276,143 | $14.7M |
| Mgo One Seven LLC | 0.51% | Add +1.3% | 246,170 | $13.1M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -4.0% | 234,717 | $12.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.2% | 218,419 | $11.6M |
| UBS Group AG | 0.00% | Reduce -7.6% | 203,299 | $10.8M |
| Equitable Holdings, Inc. | 0.07% | Reduce -1.4% | 143,233 | $7.6M |
| &partners | 0.08% | Reduce -8.9% | 142,537 | $7.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +67.8% | 139,693 | $7.4M |
| Stifel Financial Corp. | 0.01% | Add +0.6% | 104,673 | $5.6M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +7.4% | 98,328 | $5.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -2.1% | 86,715 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 80,365 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +1.3% | 78,037 | $4.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +0.2% | 75,818 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.7% | 68,825 | $3.7M |
| MML Investors Services, LLC | 0.01% | Add +8.3% | 63,524 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +100.2% | 62,683 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +164.5% | 56,677 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -6.0% | 52,509 | $2.8M |
| Ameritas Advisory Services, LLC | 0.11% | Add +82.5% | 50,006 | $2.7M |
| Win Advisors, Inc. | 1.31% | New | 47,804 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.5% | 41,031 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.5% | 35,488 | $1.9M |
| WealthPlan Investment Management, LLC | 0.18% | Reduce -1.5% | 34,141 | $1.8M |
| Apollon Financial, LLC | 0.43% | Reduce -1.4% | 34,130 | $1.8M |
| Avant Capital LLC | 1.40% | Add +2.3% | 31,542 | $1.7M |
| Caldwell Trust Co | 0.17% | Reduce -0.5% | 30,503 | $1.6M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -2.9% | 27,507 | $1.5M |
| Sovereign Financial Group, Inc. | 0.28% | Add +1.1% | 22,635 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -0.2% | 22,608 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -1.0% | 21,659 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 20,175 | $1.1M |
| Park Edge Advisors, LLC | 0.30% | Reduce -13.3% | 20,022 | $1.1M |
| Capital Advisors, Ltd. LLC | 0.11% | Add +0.1% | 15,956 | $849K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.1% | 13,814 | $735K |
| Cresset Asset Management, LLC | 0.00% | No change | 13,592 | $723K |
| Diligent Investors, LLC | 0.17% | Reduce -11.5% | 12,926 | $688K |
| Grandview Asset Management LLC | 0.25% | Reduce -4.0% | 12,501 | $665K |
| Sigma Planning Corp | 0.02% | Add +8.8% | 11,213 | $597K |
| Symphony Financial Services, Inc. | 0.38% | Reduce -5.7% | 10,849 | $577K |
| Jones Financial Companies LLLP | 0.00% | Add +257.4% | 10,455 | $550K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.0% | 10,285 | $547K |
| Compound Planning, Inc. | 0.02% | Add +17.9% | 10,156 | $540K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 9,956 | $530K |
| Wedbush Securities Inc. | 0.02% | No change | 9,062 | $482K |
| Focus Financial Network, Inc. | 0.02% | Reduce -22.7% | 9,056 | $482K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.5% | 9,036 | $481K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.9% | 9,019 | $480K |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.3% | 8,710 | $464K |
| Truist Financial Corp. | 0.00% | Reduce -0.1% | 8,142 | $433K |
| Summit Financial, LLC | 0.01% | Add +25.2% | 7,734 | $412K |
| Intrepid Financial Planning Group LLC | 0.19% | New | 7,580 | $410K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -3.9% | 7,483 | $398K |
| MTM Financial Group, LLC | 0.23% | No change | 7,395 | $394K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.5% | 7,202 | $383K |
| Creative Planning | 0.00% | Reduce -0.2% | 7,200 | $383K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.9% | 7,195 | $383K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 7,170 | $382K |
| NewEdge Wealth, LLC | 0.01% | Add +0.0% | 6,922 | $368K |
| Burns Matteson Capital Management, LLC | 0.19% | No change | 6,743 | $359K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -18.2% | 6,630 | $353K |
| Beacon Financial Advisory LLC | 0.11% | Add +0.3% | 6,583 | $350K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.4% | 6,173 | $329K |
| Mariner, LLC | 0.00% | No change | 6,159 | $328K |
| Astoria Portfolio Advisors LLC. | 0.11% | Reduce -37.5% | 6,430 | $326K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -0.7% | 5,570 | $296K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.0% | 5,501 | $293K |
| Highland Capital Management, LLC | 0.02% | Reduce -5.1% | 5,409 | $288K |
| Nemes Rush Group LLC | 0.03% | Add +0.4% | 5,036 | $268K |
| Mutual Advisors, LLC | 0.01% | Add +0.0% | 5,090 | $260K |
| FMR LLC | 0.00% | Add +6.9% | 4,687 | $249K |
| Next Level Private LLC | 0.09% | No change | 4,641 | $247K |
| Acas, LLC | 0.19% | No change | 4,709 | $243K |
| Cerity Partners LLC | 0.00% | No change | 4,140 | $220K |
| Hobbs Group Advisors, LLC | 0.08% | New | 4,051 | $216K |
| AQR Capital Management | 0.00% | No change | 4,000 | $213K |
| ORG Partners LLC | 0.05% | Reduce -24.7% | 3,824 | $203K |
| Medallion Wealth Advisors, LLC | 0.09% | No change | 3,715 | $197K |
| Stephens Consulting, LLC | 0.05% | No change | 3,607 | $192K |
| Comerica Bank | 0.00% | Reduce -6.1% | 2,934 | $156K |
| AE Wealth Management LLC | 0.00% | No change | 2,405 | $128K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,173 | $116K |
| High Note Wealth, LLC | 0.03% | No change | 1,993 | $106K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,569 | $84K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -13.8% | 1,250 | $67K |
| Fourth Dimension Wealth, LLC | 0.03% | No change | 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 |
| Lanark Financial, Inc. | 0.00% | — | 916 | $48K |
| 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 +0.2% | 467 | $25K |
| Princeton Global Asset Management LLC | 0.00% | No change | 424 | $23K |
| TruNorth Capital Management, LLC | 0.01% | Add +0.2% | 416 | $22K |
| Beacon Capital Management, LLC | 0.00% | Add +0.3% | 379 | $20K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 376 | $20K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.3% | 321 | $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 |
| Compass Financial Services Inc | 0.01% | New | 187 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +8250.0% | 167 | $9K |
| Archer Investment Corp | 0.00% | No change | 148 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 140 | $7K |
| Fifth Third Bancorp | 0.00% | No change | 140 | $7K |
| Coldstream Capital Management Inc. | 0.00% | New | 139 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 126 | $7K |
| MAI Capital Management | 0.00% | No change | 116 | $6K |
| 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 |
| Russell Investments Group, Ltd. | 0.00% | No change | 37 | $2K |
| Signaturefd, LLC | 0.00% | No change | 28 | $1K |
| New Millennium Group LLC | 0.00% | Reduce -90.9% | 16 | $852 |
| Citigroup Inc. | 0.00% | Reduce -99.0% | 1 | $53 |
"% 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.