ALPS OSHARES US SMALL-CAP QU OUSM
$47.75
+0.5% 52w: $41.24 – $47.75
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data41.2444.5047.75
Jun 20, 2025 Jul 2, 2026
Institutional holders
124
+0 QoQ
13F value
$547.9M
-7.2% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns OUSM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.6M | $71.9M | 0.0% | -0.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.6M | $69.2M | 0.0% | -17.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.4M | $62.9M | 0.0% | +1.2% |
| Cetera Investment Advisers | Wealth advisor | 1.0M | $45.6M | 0.0% | -4.5% |
| Sanctuary Advisors, LLC | Wealth advisor | 880.7K | $38.5M | 0.2% | -0.5% |
| LPL Financial LLC | Bank broker | 571.1K | $25.0M | 0.0% | -6.5% |
| UBS Group AG | Bank broker | 526.7K | $23.0M | 0.0% | +2.5% |
| Stonehearth Capital Management, LLC | Wealth advisor | 368.0K | $16.1M | 6.4% | 0.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 345.8K | $15.1M | 0.0% | -1.1% |
| Thrivent Financial for Lutherans | Diversified mechanical | 297.0K | $13.0M | 0.0% | -45.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 272.2K | $11.9M | 0.0% | -31.2% |
| ROYAL BANK OF CANADA | Bank broker | 226.6K | $9.9M | 0.0% | +8.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 141.6K | $6.2M | 0.0% | -23.1% |
| Mason & Associates Inc | Wealth advisor | 137.9K | $5.9M | 1.2% | +5.9% |
| Hamrick Investment Counsel, llc | Wealth advisor | 119.0K | $5.2M | 2.9% | +54.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 118.3K | $5.2M | 0.0% | +0.8% |
| KICKSTAND VENTURES, LLC. | Wealth advisor | 115.6K | $5.1M | 1.1% | +2.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 105.7K | $4.6M | 0.0% | -9.1% |
| CASTLE WEALTH MANAGEMENT LLC | Wealth advisor | 104.9K | $4.6M | 1.5% | +6.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 105.9K | $4.6M | 0.0% | +17.4% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 98.8K | $4.3M | 0.1% | -38.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 98.3K | $4.3M | 0.0% | +5.6% |
| Independent Advisor Alliance | Wealth advisor | 96.4K | $4.2M | 0.0% | New |
| Secure Asset Management, LLC | Other | 89.7K | $3.9M | 0.6% | +11.1% |
| BEAM WEALTH ADVISORS, INC. | Wealth advisor | 85.6K | $3.7M | 0.9% | +24.7% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 85.2K | $3.7M | 0.0% | -32.3% |
| SHEETS SMITH WEALTH MANAGEMENT | Other | 83.6K | $3.7M | 0.4% | -5.1% |
| Premier Path Wealth Partners, LLC | Other | 72.4K | $3.2M | 0.4% | -11.8% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | Wealth advisor | 70.4K | $3.1M | 1.3% | +2.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 66.7K | $2.9M | 0.0% | +6.1% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 66.3K | $2.9M | 0.0% | +563.0% |
| Brady Martz Wealth Solutions, LLC | Wealth advisor | 65.8K | $2.9M | 0.5% | +588.5% |
| Wealthspire Advisors, LLC | Wealth advisor | 64.6K | $2.8M | 0.0% | Held |
| Willow Financial LLC | Wealth advisor | 64.3K | $2.8M | 2.8% | -45.5% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 59.9K | $2.6M | 0.0% | -7.4% |
| Advisory Services Network, LLC | Diversified mechanical | 59.0K | $2.6M | 0.0% | +4.6% |
| Park Edge Advisors, LLC | Other | 58.7K | $2.6M | 0.6% | +0.4% |
| Summit Financial Wealth Advisors, LLC | Wealth advisor | 50.9K | $2.2M | 0.3% | +5.7% |
| Clay Northam Wealth Management, LLC | Wealth advisor | 47.0K | $2.1M | 1.2% | +40.9% |
| Private Advisor Group, LLC | Wealth advisor | 45.4K | $2.0M | 0.0% | -3.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 45.0K | $2.0M | 0.0% | +600.6% |
| &PARTNERS | Diversified mechanical | 44.7K | $2.0M | 0.0% | -6.4% |
| BROWN ADVISORY INC | Diversified mechanical | 44.3K | $1.9M | 0.0% | Held |
| Haverford Trust Co | Other | 44.3K | $1.9M | 0.0% | Held |
| THOROUGHBRED FINANCIAL SERVICES, LLC | Other | 41.7K | $1.8M | 0.1% | +0.7% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | Diversified mechanical | 39.8K | $1.7M | 0.7% | -20.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 37.6K | $1.6M | 0.0% | +0.9% |
| Equitable Holdings, Inc. | Wealth advisor | 30.2K | $1.3M | 0.0% | -47.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 27.3K | $1.2M | 0.0% | +2.6% |
| Ascentis Independent Advisors | Other | 26.6K | $1.2M | 0.1% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.