Who Owns OUSM?
ALPS Funds O’Shares U.S. Small-Cap Quality Dividend ETF — Institutional Ownership & 13F Holdings
$46.69
+0.10 (+0.21%)
Market Cap
$932.8M
Shares Outstanding
18,421,485
Institutional Holders
118
Total Inst. Value
$441.2M
% of Float Held
—
QoQ Holder Change
+65
Institutional data as of Q1 2025
New Positions
36
Closed Positions
11
Increased
40
Decreased
28
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $65.9M | 1,567,814 |
| 2 | AMERIPRISE FINANCIAL INC | $63.8M | 1,519,111 |
| 3 | Capital Analysts, LLCNew | $35.2M | 836,574 |
| 4 | WELLS FARGO & COMPANY/MN | $33.1M | 787,317 |
| 5 | ROYAL BANK OF CANADA | $22.6M | 536,757 |
| 6 | UBS Group AG | $22.3M | 530,906 |
| 7 | RAYMOND JAMES FINANCIAL INC | $21.4M | 510,378 |
| 8 | Stonehearth Capital Management, LLCNew | $14.8M | 351,897 |
| 9 | BANK OF AMERICA CORP /DE/ | $14.8M | 351,517 |
| 10 | KICKSTAND VENTURES, LLC.New | $10.3M | 244,872 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +331K | $65.9M |
| Capital Analysts, LLCNew | +837K | $35.2M |
| WELLS FARGO & COMPANY/MN | +11K | $33.1M |
| ROYAL BANK OF CANADA | +30K | $22.6M |
| RAYMOND JAMES FINANCIAL INC | +35K | $21.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -436K | $506K |
| THRIVENT FINANCIAL FOR LUTHERANS | -321K | $12K |
| AMERIPRISE FINANCIAL INC | -314K | $63.8M |
| SPX Gestao de Recursos Ltda | -105K | $7.3M |
| BANK OF AMERICA CORP /DE/ | -44K | $14.8M |
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Frequently Asked Questions
How many institutional investors hold OUSM?
As of Q1 2025, 118 institutional investors report holding OUSM (ALPS Funds O’Shares U.S. Small-Cap Quality Dividend ETF) in their 13F filings.
Which hedge fund owns the most OUSM?
The largest institutional holder of OUSM is MORGAN STANLEY with $65.9M in shares.
Are institutions buying or selling OUSM?
This quarter, 36 institutions opened new positions in OUSM and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.