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ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (OUSM) Institutional Ownership

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF logo
$44.96 +1.36 (+3.12%)
As of 01/21/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for ALPS O'Shares U.S. Small-Cap Quality Dividend ETF (BATS:OUSM)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$11.18M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.14M
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OUSM Institutional Buying and Selling by Quarter

ALPS O'Shares U.S. Small-Cap Quality Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC26,262$1.15M0.0%+82.7%0.183%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.181,594$7.94M1.6%+33.7%1.263%
1/14/2025 Rosenberg Matthew Hamilton601$26K0.0%N/A0.004%
1/10/2025 ORG Partners LLC2,060$90K0.0%-28.3%0.014%
10/29/2024Farther Finance Advisors LLC1,613$73K0.0%-63.8%0.011%
10/25/2024Strategic Blueprint LLC6,121$276K0.0%N/A0.043%
10/25/2024Farmers & Merchants Investments Inc.3,539$160K0.0%N/A0.025%
10/11/2024 ORG Partners LLC2,875$130K0.0%-80.8%0.020%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.135,821$6.12M1.7%-1.8%0.945%
8/7/2024Beam Wealth Advisors Inc.13,982$576K0.2%N/A0.097%
7/16/2024 ORG Partners LLC14,946$610K0.1%N/A0.104%
7/5/2024 Thurston Springer Miller Herd & Titak Inc.138,355$5.70M1.8%N/A0.962%
5/2/2024Haverford Trust Co44,255$1.88M0.0%-14.3%0.320%
5/2/2024Horan Securities Inc.5,047$215K0.1%N/A0.036%
4/17/2024Richardson Capital Management LLC3,750$160K0.1%N/A0.027%
1/29/2024 ORG Partners LLC25,773$1.01M0.2%+1,177.8%0.290%
11/3/2023 ORG Partners LLC2,017$71K0.0%-90.8%0.023%
7/28/2023Private Trust Co. NA973$36K0.0%N/A0.016%
7/26/2023 Janney Montgomery Scott LLC12,984$477K0.0%-3.7%0.213%
6/1/2023 ORG Partners LLC12,537$442K0.1%N/A0.211%
(Data available from 1/1/2016 forward)

OUSM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OUSM shares?

During the previous two years, 12 institutional investors and hedge funds held shares of ALPS O'Shares U.S. Small-Cap Quality Dividend ETF. The most heavily invested institutionals were Thurston Springer Miller Herd & Titak Inc. ($7.94M), Haverford Trust Co ($1.88M), Janney Montgomery Scott LLC ($1.15M), Beam Wealth Advisors Inc. ($576K), Strategic Blueprint LLC ($276K), Horan Securities Inc. ($215K), and Farmers & Merchants Investments Inc. ($160K).Learn more on OUSM's institutional investors.

Which institutional investors have been buying ALPS O'Shares U.S. Small-Cap Quality Dividend ETF stock?

Of the 10 institutional investors that purchased ALPS O'Shares U.S. Small-Cap Quality Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thurston Springer Miller Herd & Titak Inc. ($184.13K), ORG Partners LLC ($51.24K), Beam Wealth Advisors Inc. ($13.98K), Janney Montgomery Scott LLC ($11.89K), Strategic Blueprint LLC ($6.12K), Horan Securities Inc. ($5.05K), and Richardson Capital Management LLC ($3.75K).

How much institutional buying is happening at ALPS O'Shares U.S. Small-Cap Quality Dividend ETF?

Institutional investors have bought a total of 281,265 shares in the last 24 months. This purchase volume represents approximately $11.66M in transactions.

Which ALPS O'Shares U.S. Small-Cap Quality Dividend ETF major shareholders have been selling company stock?

The following institutional investors have sold ALPS O'Shares U.S. Small-Cap Quality Dividend ETF stock in the last 24 months: ORG Partners LLC ($32.90K), Haverford Trust Co ($7.40K), Farther Finance Advisors LLC ($2.84K), Thurston Springer Miller Herd & Titak Inc. ($2.53K), and Janney Montgomery Scott LLC ($500.00).

How much institutional selling is happening at ALPS O'Shares U.S. Small-Cap Quality Dividend ETF?

Institutional investors have sold a total of 46,176 shares in the last 24 months. This volume of shares sold represents approximately $1.86M in transactions.



This page (BATS:OUSM) was last updated on 1/22/2025 by MarketBeat.com Staff
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