Who owns OUSM?
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Shares · ALPS
125 institutions reported holding OUSM, worth $552.7M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OUSM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Ameriprise Financial Inc. | Minneapolis, MN | $71.5M | 1,505,621 | −76,793 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $66.1M | 1,391,063 | −47,655 shares |
| Morgan Stanley | New York, NY | $59.9M | 1,261,048 | −381,691 shares |
| Cetera Investment Advisers | Schaumburg, IL | $52.2M | 1,099,240 | +57,138 shares |
| Sanctuary Advisors, LLC | Indianapolis, IN | $42.7M | 898,228 | +17,495 shares |
| LPL Financial LLC | Fort Mill, SC | $25.5M | 537,450 | −33,691 shares |
| Stonehearth Capital Management, LLC | Danvers, MA | $18.0M | 377,783 | +9,756 shares |
| Thrivent Financial for Lutherans | Minneapolis, MN | $14.5M | 306,034 | +9,020 shares |
| Bank of America Corp. | Charlotte, NC | $14.4M | 303,822 | −41,932 shares |
| Wells Fargo & Company | San Francisco, CA | $12.1M | 254,059 | −18,125 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 OUSM?
125 institutional managers reported holding OUSM in Form 13F filings for June 30, 2026, worth $552.7M in total. The largest reported position was held by Ameriprise Financial Inc., at $71.5M.
Did institutions buy or sell OUSM last quarter?
Reported 13F value rose 1.3% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 15 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 OUSM 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.