Alps Oshares US Quality DiviOUSAETF

13F holders, Q1 2026 (March 31)
135holders
14new positions
11sold out
1famous investor
$55.70avg. 13F price*

At the end of Q1 2026, 135 institutions reported holding Alps Oshares US Quality Divi (OUSA) in their 13F filings, unchanged from Q4 2025. 14 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($87.3M), LPL Financial LLC ($29.7M) and Bank of America Corp. ($21.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Alps Oshares US Quality Divi
Filed as
ALPS ETF TR (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions14$4.4M
Exits11$4.9M

All 13F filers, Q4 2025 → Q1 2026: 193,131 shares bought and 875,806 shares sold, net −682,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 135 holders

Morgan Stanley 0.01% Reduce -1.3% 1,567,714 $87.3M
LPL Financial LLC 0.01% Add +1.0% 533,852 $29.7M
Bank of America Corp. 0.00% Reduce -5.2% 378,970 $21.1M
Royal Bank of Canada 0.00% Reduce -3.1% 319,646 $17.8M
Mgo One Seven LLC 0.30% Add +0.6% 272,266 $15.2M
Wells Fargo & Company 0.00% Reduce -16.2% 270,860 $15.1M
Kestra Advisory Services, LLC 0.05% Reduce -0.1% 259,453 $14.4M
Rockefeller Capital Management L.P. 0.02% Reduce -1.4% 194,431 $10.8M
Raymond James Financial Inc. 0.00% Reduce -19.3% 188,042 $10.5M
UBS Group AG 0.00% Reduce -2.7% 186,778 $10.4M
Kestra Private Wealth Services, LLC 0.08% Reduce -1.4% 112,054 $6.2M
Equitable Holdings, Inc. 0.04% Reduce -13.2% 107,882 $6.2M
Goldman Sachs Group Inc. 0.00% Add +209.5% 97,598 $5.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.93% Reduce -36.2% 83,949 $4.7M
Stifel Financial Corp. 0.00% Reduce -15.9% 77,751 $4.3M
Private Advisor Group, LLC 0.02% Reduce -4.8% 77,201 $4.3M
Sanctuary Advisors, LLC 0.02% Reduce -3.0% 76,003 $4.2M
&partners 0.02% Reduce -28.1% 72,572 $4.0M
Envestnet Asset Management Inc. 0.00% Add +2.6% 64,810 $3.6M
Osaic Holdings, Inc. 0.00% Reduce -12.2% 57,505 $3.2M
Ameritas Advisory Services, LLC 0.12% Add +1.1% 56,785 $3.2M
Stratos Wealth Partners, LTD. 0.04% Add +0.3% 55,709 $3.1M
Alps Advisors Inc. 0.01% No change 55,610 $3.1M
NewEdge Advisors, LLC 0.01% Reduce -12.9% 53,688 $3.0M
MML Investors Services, LLC 0.01% Reduce -3.0% 48,777 $2.7M
Ameriprise Financial Inc. 0.00% Reduce -92.2% 36,064 $2.0M
Avant Capital LLC 1.40% Reduce -0.5% 35,838 $2.0M
DAVENPORT & Co LLC 0.01% Reduce -0.5% 32,944 $1.8M
Independent Advisor Alliance 0.02% New 29,652 $1.7M
Caldwell Trust Co 0.14% Reduce -0.9% 29,157 $1.6M
Susquehanna International Group, LLP 0.00% Add +85.2% 28,914 $1.6M
Apollon Financial, LLC 0.22% Reduce -2.6% 28,640 $1.6M
Beaumont Financial Advisors, LLC 0.10% Reduce -1.3% 26,822 $1.5M
Janney Montgomery Scott LLC 0.00% Add +7.2% 25,594 $1.4M
Flagship Harbor Advisors, LLC 0.06% Add +25.3% 25,201 $1.4M
Jones Financial Companies LLLP 0.00% Add +4.7% 25,261 $1.4M
Sovereign Financial Group, Inc. 0.21% Reduce -0.6% 21,976 $1.2M
Cetera Investment Advisers 0.00% Add +1.1% 20,767 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -71.7% 19,395 $1.1M
Tempo Wealth, LLC 0.18% Reduce -3.0% 18,968 $1.1M
Commonwealth Equity Services, LLC 0.00% Reduce -6.1% 18,644 $1.0M
Capital Advisors, Ltd. LLC 0.10% Reduce -1.5% 15,682 $873K
Ascentis Independent Advisors 0.06% New 15,262 $850K
Park Edge Advisors, LLC 0.16% Reduce -1.5% 12,724 $708K
Compound Planning, Inc. 0.02% Add +5.1% 12,146 $676K
Kingsview Wealth Management, LLC 0.01% Reduce -18.8% 10,934 $609K
BXM Wealth LLC 0.47% Add +9.0% 10,900 $607K
Grandview Asset Management LLC 0.18% Reduce -10.5% 10,802 $601K
Mariner, LLC 0.00% Add +27.6% 9,848 $548K
Sigma Planning Corp 0.01% Reduce -8.5% 9,620 $536K
Citadel Advisors 0.00% New 9,271 $516K
Truist Financial Corp. 0.00% Reduce -0.8% 9,259 $515K
Wedbush Securities Inc. 0.01% No change 9,062 $504K
Madison Wealth Partners, Inc 0.08% Add +67.3% 8,808 $490K
HighTower Advisors, LLC 0.00% Reduce -0.2% 8,754 $487K
Intrepid Financial Planning Group LLC 0.19% Reduce -0.4% 8,645 $481K
KERR FINANCIAL PLANNING Corp 0.34% Add +0.4% 8,414 $481K
Oppenheimer & Co. Inc. 0.01% Reduce -0.1% 8,362 $466K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 8,100 $451K
Focus Financial Network, Inc. 0.02% Add +0.3% 7,921 $441K
J.W. Cole Advisors, Inc. 0.01% Add +0.2% 7,320 $408K
Integrated Wealth Concepts LLC 0.00% Add +13.5% 7,287 $406K
Creative Planning 0.00% Add +1.3% 7,273 $405K
JPMorgan Chase & Co. 0.00% Add +3.8% 7,376 $405K
Elmwood Wealth Management, Inc. 0.11% Add +11.2% 7,236 $403K
Burns Matteson Capital Management, LLC 0.15% No change 6,715 $374K
Beacon Financial Advisory LLC 0.08% Add +0.3% 6,676 $372K
FMR LLC 0.00% Add +55.8% 6,659 $371K
Mercer Global Advisors Inc. 0.00% Add +0.2% 6,564 $365K
Diligent Investors, LLC 0.09% Reduce -3.0% 6,276 $349K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.4% 6,264 $349K
Steward Partners Investment Advisory, LLC 0.00% No change 5,960 $332K
Northwestern Mutual Wealth Management Co. 0.00% Add +8.1% 5,945 $331K
Symphony Financial Services, Inc. 0.16% Reduce -44.5% 5,685 $316K
Beacon Pointe Advisors, LLC 0.00% Add +0.0% 5,571 $310K
MTM Financial Group, LLC 0.14% No change 5,483 $305K
Highland Capital Management, LLC 0.02% Reduce -1.3% 5,280 $294K
Blue Water Asset Management 0.10% No change 5,183 $289K
LeClair Wealth Partners LLC 0.10% New 5,183 $289K
Capstone Wealth Management Group LLC 0.18% No change 5,130 $286K
Mutual Advisors, LLC 0.01% Add +0.0% 4,794 $267K
Next Level Private LLC 0.06% No change 4,641 $258K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.6% 4,452 $248K
Astoria Portfolio Advisors LLC. 0.05% Add +16.0% 4,344 $248K
Harbour Investments, Inc. 0.00% New 4,274 $238K
Hobbs Group Advisors, LLC 0.07% Add +0.3% 4,159 $232K
Nemes Rush Group LLC 0.02% Add +0.1% 4,035 $225K
Sovran Advisors, LLC 0.02% No change 3,621 $210K
Medallion Wealth Advisors, LLC 0.07% No change 3,715 $207K
NewEdge Wealth, LLC 0.00% No change 3,714 $207K
Fifth Third Bancorp 0.00% Add +2030.7% 2,983 $166K
Advisory Services Network, LLC 0.00% New 2,838 $158K
AE Wealth Management LLC 0.00% No change 2,769 $154K
Miller Capital Partners, Inc. 0.06% No change 2,298 $128K
Brown Brothers Harriman & Co. 0.00% No change 2,173 $121K
High Note Wealth, LLC 0.02% No change 1,760 $98K
Tower Research Capital LLC (TRC) 0.00% New 1,747 $97K
Wilmington Savings Fund Society, FSB 0.00% No change 1,569 $87K
Smartleaf Asset Management LLC 0.00% New 1,584 $87K
Salem Investment Counselors Inc. 0.00% New 1,250 $70K

"% 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.

Show all 135 holders