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

$43.89-0.08 (-0.18%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -3

Price History

$37.73$40.16$42.60$45.03$47.47Sep 24Jun 25Mar 26

OUSM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Stonehearth Capital Management, LLCNew Position+368K+$16.1B
FSA WEALTH PARTNERS, INC.New Position+165K+$7.2B
CASTLE WEALTH MANAGEMENT LLCNew Position+98K+$4.3B
Premier Path Wealth Partners, LLCNew Position+82K+$3.6B
BEAM WEALTH ADVISORS, INC.New Position+69K+$3.0B
JONES FINANCIAL COMPANIES LLLPNew Position+90K+$3.0B
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.New Position+50K+$2.1B
WealthPlan Investment Management, LLCNew Position+37K+$1.6B
TWO SIGMA INVESTMENTS, LPIncreased+50K+$1.6B
Clay Northam Wealth Management, LLCNew Position+33K+$1.5B
Gladstone Institutional Advisory LLCNew Position+23K+$1.0B
Beacon Financial Advisory LLCNew Position+21K+$906.0M
Acorn Wealth Advisors, LLCNew Position+20K+$853.0M
Mutual Advisors, LLCNew Position+18K+$801.0M
UBS Group AGIncreased+28K+$729.9M

OUSM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ROYAL BANK OF CANADADecreased-352K-$16.1B
WELLS FARGO & COMPANY/MNDecreased-139K-$6.9B
MML INVESTORS SERVICES, LLCDecreased-9K-$5.6B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-116K-$5.3B
AMERIPRISE FINANCIAL INCDecreased-65K-$5.3B
Equitable Holdings, Inc.Decreased-21K-$1.5B
JANE STREET GROUP, LLCClosed Position-29K-$1.3B
JPMORGAN CHASE & CODecreased-1K-$1.1B
Steward Partners Investment Advisory, LLCDecreased-501-$973.3M
VestGen Advisors, LLCDecreased-98-$752.1M
CITADEL ADVISORS LLCClosed Position-15K-$687.8M
OSAIC HOLDINGS, INC.Decreased-8K-$616.9M
Strategic Financial Concepts, LLCClosed Position-13K-$600.5M
Dynamic Advisor Solutions LLCDecreased-2K-$518.4M
STIFEL FINANCIAL CORPDecreased-5K-$465.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1AMERIPRISE FINANCIAL INC1,924,190$84.0B0.02%Share
2RAYMOND JAMES FINANCIAL INC1,248,615$54.0B0.02%Share
3UBS Group AG513,933$22.5B0.00%Share
4Stonehearth Capital Management, LLC368,002$16.1B5.95%Share
5WELLS FARGO & COMPANY/MN232,333$10.0B0.00%Share
6ROYAL BANK OF CANADA207,815$9.0B0.00%Share
7STIFEL FINANCIAL CORP184,024$8.0B0.01%Share
8FSA WEALTH PARTNERS, INC.164,896$7.2B2.59%Share
9RAYMOND JAMES FINANCIAL INC172,678$7.0B0.00%Share
10BANK OF AMERICA CORP /DE/167,588$7.0B0.00%Share
11BANK OF AMERICA CORP /DE/180,944$7.0B0.00%Share
12WELLS FARGO & COMPANY/MN163,104$7.0B0.00%Share
13LEVEL FOUR ADVISORY SERVICES, LLC160,409$7.0B0.23%Share
14Mason & Associates Inc130,273$5.7B1.07%Share
15TWO SIGMA INVESTMENTS, LP125,900$5.0B0.01%Share
16KICKSTAND VENTURES, LLC.112,936$4.9B1.04%Share
17CASTLE WEALTH MANAGEMENT LLC98,399$4.3B1.43%Share
18Premier Path Wealth Partners, LLC82,095$3.6B0.46%Share
19BEAM WEALTH ADVISORS, INC.68,603$3.0B0.82%Share
20JONES FINANCIAL COMPANIES LLLP90,202$3.0B0.00%Share
21BARNES PETTEY FINANCIAL ADVISORS, LLC68,533$3.0B1.48%Share
22Park Edge Advisors, LLC58,436$2.6B0.58%Share
23Axiom Financial Strategies, LLC51,012$2.2B0.94%Share
24Wealthspire Advisors, LLC64,638$2.0B0.02%Share
25Equitable Holdings, Inc.57,595$2.0B0.01%Share
26Private Advisor Group, LLC46,860$2.0B0.01%Share
27WealthPlan Investment Management, LLC36,553$1.6B0.10%Share
28Clay Northam Wealth Management, LLC33,388$1.5B0.81%Share
29Fiduciary Planning LLC26,052$1.1B0.35%Share
30Stratos Wealth Partners, LTD.23,735$1.0B0.01%Share
31OSAIC HOLDINGS, INC.26,610$1.0B0.00%Share
32Haverford Trust Co44,255$1.0B0.01%Share
33Gladstone Institutional Advisory LLC23,291$1.0B0.04%Share
34BROWN ADVISORY INC44,300$1.0B0.00%Share
35Beacon Financial Advisory LLC20,733$906.0M0.21%Share
36Sigma Planning Corp20,450$894.0M0.02%Share
37Acorn Wealth Advisors, LLC19,505$853.0M0.25%Share
38Mutual Advisors, LLC18,335$801.0M0.02%Share
39FLAGSTAR ADVISORS INC15,593$682.0M0.23%Share
40Berkeley, Inc15,465$676.0M0.21%Share
41National Wealth Management Group, LLC14,272$624.0M0.22%Share
42HORAN Wealth, LLC13,597$594.0M0.09%Share
43EVERPAR ADVISORS LLC12,885$563.0M0.21%Share
44CARY STREET PARTNERS FINANCIAL LLC11,113$486.0M0.01%Share
45Nova Wealth Management, Inc.10,231$447.0M0.31%Share
46Intrepid Financial Planning Group LLC9,761$426.0M0.16%Share
47Cambridge Advisors Inc.9,737$425.0M0.08%Share
48Brady Martz Wealth Solutions, LLC9,561$418.0M0.07%Share
49Ellsworth Advisors, LLC8,515$390.0M0.08%Share
50Prasad Wealth Partners, LLC7,980$349.0M0.09%Share

OUSM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025123$311.6B+48
Q3 202575$379.2B-35
Q2 2025110$397.7B-8
Q1 2025118$459.4B+24
Q4 202494$6.1T+28
Q3 202466$35.9T+6
Q2 202460$9.0T+7
Q1 202453$936.5T—

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As of Q4 2025, 50 institutional investors hold OUSM (ALPS Funds O’Shares U.S. Small-Cap Quality Dividend ETF). The largest holder is AMERIPRISE FINANCIAL INC with $84.0B in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own OUSM?

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

Who is the largest institutional holder of OUSM?

The largest institutional holder of OUSM is AMERIPRISE FINANCIAL INC with $84.0B in shares.

Is institutional ownership of OUSM increasing or decreasing?

This quarter, 13 institutions opened new positions in OUSM and 3 closed their positions.