Who owns OUSA?
ALPS O'Shares U.S. Quality Dividend ETF Shares · ALPS
130 institutions reported holding OUSA, worth $343.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OUSA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $90.0M | 1,542,936 | −24,778 shares |
| LPL Financial LLC | Fort Mill, SC | $30.6M | 524,948 | −8,904 shares |
| Bank of America Corp. | Charlotte, NC | $21.7M | 371,645 | −7,325 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $17.5M | 300,573 | −19,073 shares |
| MGO One Seven LLC | Beachwood, OH | $16.0M | 274,456 | +2,190 shares |
| Wells Fargo & Company | San Francisco, CA | $15.3M | 262,882 | −7,978 shares |
| Kestra Advisory Services, LLC | Austin, TX | $14.5M | 248,996 | −10,457 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $10.7M | 183,550 | −4,492 shares |
| UBS Group AG | Zurich, Switzerland | $10.2M | 174,736 | −12,042 shares |
| Rockefeller Capital Management L.P. | New York, NY | $8.5M | 146,302 | −48,129 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OUSA?
130 institutional managers reported holding OUSA in Form 13F filings for June 30, 2026, worth $343.7M in total. The largest reported position was held by Morgan Stanley, at $90.0M.
Did institutions buy or sell OUSA last quarter?
Reported 13F value rose 2.4% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 13 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OUSA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.