Security key
00162Q395
- Type / Class
- Equity / OSHARES US SMLCP
- Total 13F shares
- 2,551,815
- Share change
- +2,550,855
- Total reported value
- $80,815,802
- Price per share
- $31.59
- Number of holders
- 37
- Value change
- +$80,785,802
- Number of buys
- 36
Report period
Q2 2022
Institutions
37
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 00162Q395
Recent filing periods:
Top shareholders of OUSM - ALPS ETF TR - OSHARES US SMLCP (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of ALPS ETF TR - OSHARES US SMLCP (OUSM) as of Q2 2022
As of 30 Jun 2022,
ALPS ETF TR - OSHARES US SMLCP (OUSM) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,551,815 shares.
The largest 10 holders included
MORGAN STANLEY, UBS Group AG, Stonehearth Capital Management, LLC, LPL Financial LLC, WELLS FARGO & COMPANY/MN, BANK OF AMERICA CORP /DE/, ROYAL BANK OF CANADA, AVANTAX ADVISORY SERVICES, INC., Wealthspire Advisors, LLC, and Private Advisor Group, LLC.
This page lists
37
institutional shareholders reporting positions in this security
for the Q2 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2022 vs Q1 2022 Across Filers
Q1 2022 holders
1
Q2 2022 holders
37
Holder diff
36
| Investor | Q1 2022 Shares | Q2 2022 Shares | Share Diff | Share Chg % | Q1 2022 Value $ | Q2 2022 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.