Who Owns ALPS Funds O’Shares U.S. Quality Dividend ETF (OUSA)?Hedge Fund & Institutional Holders

$56.93+0.33 (+0.58%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -2

Price History

$47.97$50.92$53.87$56.82$59.77Sep 24Jun 25Mar 26

OUSA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+17K+$23.0B
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.New Position+132K+$7.5B
ALPS ADVISORS INCNew Position+56K+$3.0B
WealthPlan Investment Management, LLCNew Position+36K+$2.0B
ROYAL BANK OF CANADAIncreased+24K+$1.7B
Apollon Financial, LLCNew Position+29K+$1.7B
Sovereign Financial Group, Inc.New Position+22K+$1.3B
FLAGSHIP HARBOR ADVISORS, LLCNew Position+20K+$1.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+20K+$1.0B
JONES FINANCIAL COMPANIES LLLPNew Position+24K+$1.0B
OPPENHEIMER & CO INCNew Position+8K+$483.0M
J.W. COLE ADVISORS, INC.New Position+7K+$418.0M
Burns Matteson Capital Management, LLCNew Position+7K+$387.0M
Beacon Financial Advisory LLCNew Position+7K+$383.0M
Elmwood Wealth Management, Inc.New Position+7K+$375.0M

OUSA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-17K-$30.8B
&PARTNERSDecreased-17K-$6.6B
NewEdge Advisors, LLCDecreased-1K-$3.6B
GOLDMAN SACHS GROUP INCDecreased-45K-$3.3B
MML INVESTORS SERVICES, LLCDecreased-2K-$3.0B
RAYMOND JAMES FINANCIAL INCDecreased-4K-$1.4B
TWO SIGMA INVESTMENTS, LPDecreased-17K-$1.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-8K-$1.3B
Cetera Investment AdvisersDecreased-448-$1.2B
Equitable Holdings, Inc.Decreased-13K-$746.4M
CITADEL ADVISORS LLCClosed Position-13K-$729.9M
Private Advisor Group, LLCDecreased-1K-$655.5M
Newbridge Financial Services Group, Inc.Closed Position-11K-$631.1M
HighTower Advisors, LLCDecreased-185-$506.5M
KERR FINANCIAL PLANNING CorpDecreased-427-$495.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC460,829$26.0B5.88%Share
2ROYAL BANK OF CANADA329,887$19.0B3.09%Share
3BANK OF AMERICA CORP /DE/312,133$18.0B1.31%Share
4WELLS FARGO & COMPANY/MN278,188$16.0B2.91%Share
5UBS Group AG191,676$11.1B1.79%Share
6Rockefeller Capital Management L.P.197,148$11.0B19.80%Share
7RAYMOND JAMES FINANCIAL INC168,406$9.0B2.80%Share
8Equitable Holdings, Inc.124,325$7.0B47.86%Share
9STIFEL FINANCIAL CORP91,755$5.0B4.50%Share
10BANK OF AMERICA CORP /DE/87,004$5.0B0.36%Share
11Private Advisor Group, LLC81,070$4.0B18.82%Share
12Stratos Wealth Partners, LTD.55,572$3.2B36.24%Share
13OSAIC HOLDINGS, INC.65,511$3.0B4.38%Share
14ALPS ADVISORS INC55,610$3.0B17.47%Share
15RAYMOND JAMES FINANCIAL INC64,675$3.0B0.93%Share
16Avant Capital LLC36,016$2.1B1.43%Share
17WealthPlan Investment Management, LLC35,510$2.0B0.13%Share
18WELLS FARGO & COMPANY/MN44,892$2.0B0.36%Share
19Caldwell Trust Co29,423$1.7B0.15%Share
20Apollon Financial, LLC29,415$1.7B0.25%Share
21Sovereign Financial Group, Inc.22,115$1.3B0.22%Share
22FLAGSHIP HARBOR ADVISORS, LLC20,121$1.2B0.05%Share
23COMMONWEALTH EQUITY SERVICES, LLC19,851$1.0B1.33%Share
24JONES FINANCIAL COMPANIES LLLP24,121$1.0B0.61%Share
25GOLDMAN SACHS GROUP INC31,531$1.0B0.12%Share
26THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.16,261$938.0M0.33%Share
27Park Edge Advisors, LLC12,914$745.0M0.17%Share
28THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.12,166$701.0M0.24%Share
29THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.11,617$670.0M0.23%Share
30Compound Planning, Inc.11,552$666.0M0.02%Share
31Sigma Planning Corp10,517$606.0M0.02%Share
32Symphony Financial Services, Inc.10,253$591.0M0.30%Share
33THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.9,631$555.0M0.19%Share
34Intrepid Financial Planning Group LLC8,680$500.0M0.19%Share
35OPPENHEIMER & CO INC8,374$483.0M6.86%Share
36THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.8,153$470.0M0.16%Share
37J.W. COLE ADVISORS, INC.7,306$418.0M0.01%Share
38THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.7,219$416.0M0.15%Share
39THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.7,102$409.0M0.14%Share
40Burns Matteson Capital Management, LLC6,715$387.0M0.14%Share
41Beacon Financial Advisory LLC6,653$383.0M0.09%Share
42THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.6,530$376.0M0.13%Share
43Elmwood Wealth Management, Inc.6,508$375.0M0.12%Share
44THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.5,765$332.0M0.12%Share
45THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.5,505$317.0M0.11%Share
46HIGHLAND CAPITAL MANAGEMENT, LLC5,350$308.0M0.02%Share
47Madison Wealth Partners, Inc5,266$303.0M0.06%Share
48Capstone Wealth Management Group LLC5,130$296.0M0.18%Share
49THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.5,000$288.0M0.10%Share
50THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.5,000$288.0M0.10%Share

OUSA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025126$174.1B+41
Q3 202585$191.2B-26
Q2 2025111$265.4B-8
Q1 2025119$341.5B+9
Q4 2024110$10.0T+14
Q3 202496$42.1T+6
Q2 202490$18.0T+13
Q1 202477$18.8T—

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As of Q4 2025, 50 institutional investors hold OUSA (ALPS Funds O’Shares U.S. Quality Dividend ETF). The largest holder is AMERIPRISE FINANCIAL INC with $26.0B in shares. This quarter, 13 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own OUSA?

As of Q4 2025, 50 institutional investors report holding OUSA (ALPS Funds O’Shares U.S. Quality Dividend ETF) in their 13F filings.

Who is the largest institutional holder of OUSA?

The largest institutional holder of OUSA is AMERIPRISE FINANCIAL INC with $26.0B in shares.

Is institutional ownership of OUSA increasing or decreasing?

This quarter, 13 institutions opened new positions in OUSA and 2 closed their positions.