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

$56.56-0.07 (-0.12%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.4183891000381863e+199T

% of Float Held

—

QoQ Change in Holders

+15 / -0

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
Sanctuary Advisors, LLCNew Position+307K+$16.7M
MGO ONE SEVEN LLCNew Position+271K+$15.6M
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.New Position+132K+$7.5M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+69K+$4.0M
Ameritas Advisory Services, LLCNew Position+56K+$3.2M
ALPS ADVISORS INCNew Position+56K+$3.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+63K+$3.0M
WealthPlan Investment Management, LLCNew Position+36K+$2.0M
Apollon Financial, LLCNew Position+29K+$1.7M
Beaumont Financial Advisors, LLCNew Position+27K+$1.6M
Pine Valley Investments Ltd Liability CoNew Position+25K+$1.4M
Sovereign Financial Group, Inc.New Position+22K+$1.3M
Janney Montgomery Scott LLCNew Position+24K+$1.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+20K+$1.0M
JONES FINANCIAL COMPANIES LLLPNew Position+24K+$1.0M

OUSA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-17K-$30.8B
AMERIPRISE FINANCIAL INCDecreased-5K-$26.4B
RAYMOND JAMES FINANCIAL INCDecreased-4K-$13.4B
Rockefeller Capital Management L.P.Decreased-4K-$11.4B
UBS Group AGDecreased-5K-$11.1B
Caldwell Trust CoDecreased-231K-$10.9B
Equitable Holdings, Inc.Decreased-13K-$7.7B
&PARTNERSDecreased-17K-$6.6B
Private Advisor Group, LLCDecreased-1K-$4.7B
GOLDMAN SACHS GROUP INCDecreased-45K-$4.3B
NewEdge Advisors, LLCDecreased-1K-$3.6B
Stratos Wealth Partners, LTD.Decreased-48-$3.1B
MML INVESTORS SERVICES, LLCDecreased-2K-$3.0B
DAVENPORT & Co LLCDecreased-2K-$2.0B
TWO SIGMA INVESTMENTS, LPDecreased-17K-$1.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO336,868$241.8M0.15%Share
2MORGAN STANLEY1,585,608$91.0M0.01%Share
3TD Capital Management LLC662$38.2M0.00%Share
4LPL Financial LLC528,599$30.0M0.01%Share
5AMERIPRISE FINANCIAL INC460,829$26.0M0.01%Share
6ROYAL BANK OF CANADA329,887$19.0M0.00%Share
7BANK OF AMERICA CORP /DE/312,133$18.0M0.00%Share
8WELLS FARGO & COMPANY/MN278,188$16.0M0.00%Share
9MGO ONE SEVEN LLC270,552$15.6M0.32%Share
10Kestra Advisory Services, LLC259,742$14.0M0.06%Share
11UBS Group AG191,676$11.1M0.00%Share
12Rockefeller Capital Management L.P.197,148$11.0M0.02%Share
13RAYMOND JAMES FINANCIAL INC168,406$9.0M0.00%Share
14Equitable Holdings, Inc.124,325$7.0M0.05%Share
15KESTRA PRIVATE WEALTH SERVICES, LLC113,584$6.6M0.08%Share
16&PARTNERS100,878$5.0M0.03%Share
17BANK OF AMERICA CORP /DE/87,004$5.0M0.00%Share
18STIFEL FINANCIAL CORP91,755$5.0M0.00%Share
19Sanctuary Advisors, LLC78,381$4.5M0.02%Share
20Sanctuary Advisors, LLC76,574$4.1M0.03%Share
21Sanctuary Advisors, LLC75,818$4.0M0.03%Share
22Sanctuary Advisors, LLC75,818$4.0M0.03%Share
23Private Advisor Group, LLC81,070$4.0M0.02%Share
24WEALTH ENHANCEMENT ADVISORY SERVICES, LLC68,500$4.0M0.01%Share
25Ameritas Advisory Services, LLC56,167$3.2M0.12%Share
26Stratos Wealth Partners, LTD.55,572$3.2M0.04%Share
27OSAIC HOLDINGS, INC.65,511$3.0M0.00%Share
28ALPS ADVISORS INC55,610$3.0M0.02%Share
29RAYMOND JAMES FINANCIAL INC64,675$3.0M0.00%Share
30ENVESTNET ASSET MANAGEMENT INC63,182$3.0M0.00%Share
31NewEdge Advisors, LLC61,669$3.0M0.01%Share
32Avant Capital LLC36,016$2.1M1.43%Share
33WealthPlan Investment Management, LLC35,510$2.0M0.13%Share
34WELLS FARGO & COMPANY/MN44,892$2.0M0.00%Share
35MML INVESTORS SERVICES, LLC50,311$2.0M0.00%Share
36DAVENPORT & Co LLC33,110$1.9M0.01%Share
37Caldwell Trust Co29,423$1.7M0.15%Share
38Apollon Financial, LLC29,415$1.7M0.25%Share
39Beaumont Financial Advisors, LLC27,173$1.6M0.10%Share
40Sovereign Financial Group, Inc.22,115$1.3M0.22%Share
41FLAGSHIP HARBOR ADVISORS, LLC20,121$1.2M0.05%Share
42GOLDMAN SACHS GROUP INC31,531$1.0M0.00%Share
43COMMONWEALTH EQUITY SERVICES, LLC19,851$1.0M0.00%Share
44Cetera Investment Advisers20,533$1.0M0.00%Share
45Janney Montgomery Scott LLC23,872$1.0M0.00%Share
46JONES FINANCIAL COMPANIES LLLP24,121$1.0M0.00%Share
47THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.16,261$938K0.33%Share
48Capital Advisors, Ltd. LLC15,923$919K0.10%Share
49Park Edge Advisors, LLC12,914$745K0.17%Share
50USA FINANCIAL FORMULAS12,493$720K0.13%Share

OUSA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025128$661.0M+42
Q3 202586$335.4B-25
Q2 2025111$295.0B-9
Q1 2025120$362.3B+10
Q4 2024110$17.7T+14
Q3 202496$247.3T+5
Q2 202491$236.9T+14
Q1 202477$248.3T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold OUSA (ALPS Funds O’Shares U.S. Quality Dividend ETF). The largest holder is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $241.8M in shares. This quarter, 15 institutions opened new positions and 0 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 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $241.8M in shares.

Is institutional ownership of OUSA increasing or decreasing?

This quarter, 15 institutions opened new positions in OUSA and 0 closed their positions.