Alps Oshares US Quality DiviOUSAETF

13F holders, Q4 2025 (December 31)
135holders −1
8new positions
15sold out
$57.71avg. 13F price*

At the end of Q4 2025, 135 institutions reported holding Alps Oshares US Quality Divi (OUSA) in their 13F filings, down 1 from Q3 2025. 8 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($91.7M), LPL Financial LLC ($30.5M) and Ameriprise Financial Inc. ($26.6M).

Company
Alps Oshares US Quality Divi
Filed as
ALPS ETF TR (Q4 2025)
CUSIP
00162Q387
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 109Q1 2024Q2 2024: 121Q2 2024Q3 2024: 126Q3 2024Q4 2024: 128Q4 2024Q1 2025: 125Q1 2025Q2 2025: 127Q2 2025Q3 2025: 136Q3 2025Q4 2025: 135Q4 2025Q1 2026: 135Q1 2026Q2 2026: 130Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$4.0M
Exits15$3.0M

All 13F filers, Q3 2025 → Q4 2025: 271,233 shares bought and 225,691 shares sold, net +45,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 135 holders

Morgan Stanley 0.01% Add +2.4% 1,588,646 $91.7M
LPL Financial LLC 0.01% Reduce -3.2% 528,599 $30.5M
Ameriprise Financial Inc. 0.01% Reduce -1.0% 461,629 $26.6M
Bank of America Corp. 0.00% Add +4.5% 399,917 $23.1M
Royal Bank of Canada 0.00% Add +7.9% 329,887 $19.0M
Wells Fargo & Company 0.00% Add +1.0% 323,080 $18.6M
Mgo One Seven LLC 0.32% Add +2.4% 270,552 $15.6M
Kestra Advisory Services, LLC 0.06% Add +6.8% 259,742 $15.0M
Raymond James Financial Inc. 0.00% Reduce -1.6% 233,081 $13.4M
Rockefeller Capital Management L.P. 0.02% Reduce -2.2% 197,148 $11.4M
UBS Group AG 0.00% Reduce -2.7% 192,030 $11.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 2.66% Add +126.8% 131,668 $7.6M
Equitable Holdings, Inc. 0.05% Reduce -9.3% 124,325 $7.2M
Kestra Private Wealth Services, LLC 0.08% Add +0.7% 113,584 $6.6M
&partners 0.03% Reduce -14.2% 100,878 $5.8M
Stifel Financial Corp. 0.00% Add +1.7% 92,431 $5.3M
Private Advisor Group, LLC 0.02% Reduce -1.5% 81,070 $4.7M
Sanctuary Advisors, LLC 0.02% Add +1.6% 78,381 $4.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +0.1% 68,500 $4.0M
Osaic Holdings, Inc. 0.01% Add +1.8% 65,511 $3.8M
Envestnet Asset Management Inc. 0.00% Reduce -4.7% 63,182 $3.6M
NewEdge Advisors, LLC 0.01% Reduce -1.9% 61,669 $3.6M
Ameritas Advisory Services, LLC 0.12% New 56,167 $3.2M
Alps Advisors Inc. 0.02% No change 55,610 $3.2M
Stratos Wealth Partners, LTD. 0.04% Reduce -0.1% 55,572 $3.2M
MML Investors Services, LLC 0.01% Reduce -4.6% 50,311 $2.9M
Avant Capital LLC 1.43% Add +4.6% 36,016 $2.1M
WealthPlan Investment Management, LLC 0.13% Add +2.2% 35,510 $2.0M
DAVENPORT & Co LLC 0.01% Reduce -6.7% 33,110 $1.9M
Goldman Sachs Group Inc. 0.00% Reduce -58.8% 31,531 $1.8M
Caldwell Trust Co 0.15% Reduce -0.9% 29,423 $1.7M
Apollon Financial, LLC 0.25% Reduce -10.7% 29,415 $1.7M
Beaumont Financial Advisors, LLC 0.10% Reduce -0.3% 27,173 $1.6M
Jones Financial Companies LLLP 0.00% Add +20.2% 24,121 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -19.4% 23,872 $1.4M
Sovereign Financial Group, Inc. 0.23% Add +0.1% 22,115 $1.3M
Cetera Investment Advisers 0.00% Reduce -2.1% 20,533 $1.2M
Flagship Harbor Advisors, LLC 0.05% Reduce -6.9% 20,121 $1.2M
Commonwealth Equity Services, LLC 0.00% Reduce -9.6% 19,851 $1.1M
Tempo Wealth, LLC 0.20% — 19,552 $1.1M
Capital Advisors, Ltd. LLC 0.10% Reduce -0.4% 15,923 $919K
Susquehanna International Group, LLP 0.00% Reduce -33.2% 15,615 $901K
Cresset Asset Management, LLC 0.00% No change 13,592 $784K
Kingsview Wealth Management, LLC 0.01% Add +0.1% 13,459 $777K
Park Edge Advisors, LLC 0.17% Add +0.0% 12,914 $745K
USA Financial Formulas 0.13% Add +3.2% 12,493 $721K
Grandview Asset Management LLC 0.19% Add +0.3% 12,069 $696K
Compound Planning, Inc. 0.02% Add +3.5% 11,552 $667K
Sigma Planning Corp 0.02% Add +1.1% 10,517 $607K
Symphony Financial Services, Inc. 0.30% Reduce -17.2% 10,253 $592K
BXM Wealth LLC 0.44% Add +300.0% 10,000 $577K
Truist Financial Corp. 0.00% Add +16.4% 9,332 $538K
Wedbush Securities Inc. 0.02% No change 9,062 $523K
HighTower Advisors, LLC 0.00% Reduce -2.1% 8,774 $506K
Intrepid Financial Planning Group LLC 0.19% Add +5.2% 8,680 $501K
KERR FINANCIAL PLANNING Corp 0.68% Reduce -4.8% 8,382 $498K
Oppenheimer & Co. Inc. 0.01% Reduce -1.4% 8,374 $483K
Cerity Partners LLC 0.00% Add +9.3% 8,216 $474K
Focus Financial Network, Inc. 0.02% Add +0.4% 7,893 $455K
Mariner, LLC 0.00% Add +2.9% 7,716 $445K
Park Avenue Securities LLC 0.00% No change 7,619 $440K
Two Sigma Investments, LP 0.00% Reduce -69.5% 7,300 $421K
J.W. Cole Advisors, Inc. 0.01% Add +0.2% 7,306 $418K
Creative Planning 0.00% No change 7,178 $414K
JPMorgan Chase & Co. 0.00% No change 7,106 $410K
Burns Matteson Capital Management, LLC 0.16% No change 6,715 $387K
Beacon Financial Advisory LLC 0.09% Add +0.3% 6,653 $384K
Mercer Global Advisors Inc. 0.00% Add +0.2% 6,552 $378K
Summit Financial, LLC 0.01% Reduce -0.8% 6,550 $378K
Elmwood Wealth Management, Inc. 0.12% New 6,508 $376K
Diligent Investors, LLC 0.09% Add +0.1% 6,471 $373K
Integrated Wealth Concepts LLC 0.00% Reduce -6.5% 6,419 $370K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.3% 6,241 $360K
Steward Partners Investment Advisory, LLC 0.00% Reduce -2.5% 5,960 $344K
Beacon Pointe Advisors, LLC 0.00% Reduce -1.8% 5,570 $321K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.5% 5,500 $317K
MTM Financial Group, LLC 0.15% No change 5,483 $316K
Highland Capital Management, LLC 0.02% Reduce -1.6% 5,350 $309K
Madison Wealth Partners, Inc 0.06% New 5,266 $304K
Blue Water Asset Management 0.11% — 5,183 $299K
Capstone Wealth Management Group LLC 0.18% Reduce -3.8% 5,130 $296K
Mutual Advisors, LLC 0.01% Add +0.0% 4,793 $277K
Next Level Private LLC 0.07% No change 4,641 $268K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -14.5% 4,619 $266K
FMR LLC 0.00% Add +0.7% 4,275 $247K
Hobbs Group Advisors, LLC 0.07% Add +0.2% 4,148 $239K
Nemes Rush Group LLC 0.02% Reduce -19.9% 4,029 $232K
Astoria Portfolio Advisors LLC. 0.05% Add +5.7% 3,746 $219K
Medallion Wealth Advisors, LLC 0.07% No change 3,715 $214K
NewEdge Wealth, LLC 0.00% Reduce -45.8% 3,714 $214K
Sovran Advisors, LLC 0.02% No change 3,621 $213K
Choreo, LLC 0.00% Reduce -57.4% 3,655 $212K
ORG Partners LLC 0.04% Add +0.4% 3,413 $197K
Stephens Consulting, LLC 0.06% No change 3,294 $190K
Comerica Bank 0.00% Reduce -0.7% 2,838 $164K
AE Wealth Management LLC 0.00% Add +6.3% 2,769 $160K
Miller Capital Partners, Inc. 0.07% — 2,298 $133K
Brown Brothers Harriman & Co. 0.00% No change 2,173 $125K
High Note Wealth, LLC 0.02% Reduce -1.8% 1,760 $102K
Wilmington Savings Fund Society, FSB 0.00% No change 1,569 $91K
Private Trust Co. NA 0.01% No change 1,243 $72K
Fourth Dimension Wealth, LLC 0.02% No change 1,150 $66K
CENTRAL TRUST Co 0.00% No change 1,076 $62K
US Bancorp \de 0.00% Reduce -4.7% 1,022 $59K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,000 $58K
Triumph Capital Management 0.01% New 839 $48K
O'shaughnessy Asset Management, LLC 0.00% Add +760.9% 792 $46K
Lanark Financial, Inc. 0.00% Add +0.3% 665 $38K
TD Capital Management LLC 0.00% No change 662 $38K
Jackson Hole Capital Partners, LLC 0.01% No change 552 $32K
Blair William & Co. 0.00% Add +0.4% 473 $27K
Princeton Global Asset Management LLC 0.00% No change 424 $24K
Sankala Group LLC 0.02% — 411 $24K
BlackRock, Inc. 0.00% New 416 $24K
Signature Equity Partners, LLC 0.01% — 366 $21K
Glen Eagle Advisors, LLC 0.00% Add +0.6% 325 $19K
Rosenberg Matthew Hamilton 0.00% No change 318 $18K
PNC Financial Services Group, Inc. 0.00% No change 310 $18K
Arax Advisory Partners 0.00% No change 300 $17K
Cwm, LLC 0.00% No change 300 $17K
AlphaCore Capital LLC 0.00% New 200 $12K
SHP Wealth Management 0.00% — 197 $11K
Dorato Capital Management 0.01% — 192 $11K
Compass Financial Services Inc 0.00% No change 187 $11K
Archer Investment Corp 0.00% No change 148 $9K
CoreCap Advisors, LLC 0.00% No change 140 $8K
Fifth Third Bancorp 0.00% No change 140 $8K
Quest 10 Wealth Builders, Inc. 0.01% Reduce -2.4% 123 $7K
MAI Capital Management 0.00% Add +0.8% 118 $7K
Kingdom Financial Group LLC. 0.00% New 117 $7K
Bank of Montreal 0.00% No change 91 $5K
Assetmark, Inc. 0.00% Reduce -8.9% 51 $3K
Aptus Capital Advisors, LLC 0.00% New 49 $3K
Russell Investments Group, Ltd. 0.00% No change 37 $2K
Farther Finance Advisors, LLC 0.00% No change 2 $115

"% 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.