OUSA Institutional Ownership & Shareholders
ALPS OSHARES US QUALITY DIVI (OUSA) is currently held by 131 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $337.75M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of OUSA tracked by InsiderSet, reporting ownership valued at approximately $90.00M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $97.11M, representing an estimated gain of +7.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed OUSA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ALPS OSHARES US QUALITY DIVI (OUSA).
This page ranks the largest institutional OUSA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
131
Total Reported Value
$337.75M
Largest Holder
Morgan Stanley
Largest Position
$90.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,542,936 | $89,999,557 | $97,112,392 | +$7,112,835 | +7.90% | |
| Lpl Financial Llc | 0.01% | 524,948 | $30,620,224 | $33,040,227 | +$2,420,003 | +7.90% | |
| Bank Of America Corp | 0.00% | 371,645 | $21,678,035 | $23,391,336 | +$1,713,301 | +7.90% | |
| Royal Bank Of Canada | 0.00% | 300,573 | $17,532,000 | $18,918,065 | +$1,386,065 | +7.91% | |
| Mgo One Seven Llc | 0.27% | 273,077 | $16,242,598 | $17,187,466 | +$944,868 | +5.82% | |
| Wells Fargo & Company/Mn | 0.00% | 262,882 | $15,333,882 | $16,545,793 | +$1,211,911 | +7.90% | |
| Kestra Advisory Services, Llc | 0.04% | 256,475 | $15,255,132 | $16,142,537 | +$887,405 | +5.82% | |
| Raymond James Financial Inc | 0.00% | 183,550 | $10,706,456 | $11,552,637 | +$846,181 | +7.90% | |
| Ubs Group Ag | 0.00% | 174,736 | $10,192,351 | $10,997,884 | +$805,533 | +7.90% | |
| Rockefeller Capital Management L.P. | 0.01% | 146,302 | $8,533,797 | $9,208,248 | +$674,451 | +7.90% | |
| Goldman Sachs Group Inc | 0.00% | 123,599 | $7,209,530 | $7,779,321 | +$569,791 | +7.90% | |
| Equitable Holdings, Inc. | 0.04% | 100,854 | $5,882,789 | $6,347,751 | +$464,962 | +7.90% | |
| Ameritas Advisory Services, Llc | 0.11% | 96,857 | $5,649,669 | $6,096,180 | +$446,511 | +7.90% | |
| Private Advisor Group, Llc | 0.02% | 76,256 | $4,448,006 | $4,799,553 | +$351,547 | +7.90% | |
| Sanctuary Advisors, Llc | 0.02% | 76,036 | $4,435,207 | $4,785,706 | +$350,499 | +7.90% | |
| Envestnet Asset Management Inc | 0.00% | 66,413 | $3,873,867 | $4,180,034 | +$306,167 | +7.90% | |
| &Partners | 0.02% | 64,018 | $3,734,165 | $4,029,293 | +$295,128 | +7.90% | |
| Osaic Holdings, Inc. | 0.00% | 60,672 | $3,539,971 | $3,818,696 | +$278,725 | +7.87% | |
| Newedge Advisors, Llc | 0.01% | 59,201 | $3,453,178 | $3,726,111 | +$272,933 | +7.90% | |
| Kestra Private Wealth Services, Llc | 0.04% | 55,285 | $3,288,380 | $3,479,638 | +$191,258 | +5.82% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 54,914 | $3,203,160 | $3,456,287 | +$253,127 | +7.90% | |
| Mml Investors Services, Llc | 0.01% | 53,603 | $3,126,679 | $3,373,773 | +$247,094 | +7.90% | |
| Stifel Financial Corp | 0.00% | 42,846 | $2,499,227 | $2,696,727 | +$197,500 | +7.90% | |
| Ameriprise Financial Inc | 0.00% | 35,161 | $2,050,501 | $2,213,033 | +$162,532 | +7.93% | |
| Avant Capital Llc | 1.27% | 34,639 | $2,020,520 | $2,180,179 | +$159,659 | +7.90% | |
| Davenport & Co Llc | 0.01% | 31,386 | $1,866,848 | $1,975,435 | +$108,587 | +5.82% | |
| Caldwell Trust Co | 0.13% | 28,647 | $1,703,924 | $1,803,042 | +$99,118 | +5.82% | |
| Apollon Financial, Llc | 0.19% | 28,465 | $1,693,098 | $1,791,587 | +$98,489 | +5.82% | |
| Janney Montgomery Scott Llc | 0.00% | 28,530 | $1,664,000 | $1,795,678 | +$131,678 | +7.91% | |
| Jones Financial Companies Lllp | 0.00% | 27,688 | $1,604,868 | $1,742,683 | +$137,815 | +8.59% | |
| Beaumont Financial Advisors, Llc | 0.10% | 26,274 | $1,562,782 | $1,653,686 | +$90,904 | +5.82% | |
| Flagship Harbor Advisors, Llc | 0.06% | 25,893 | $1,540,106 | $1,629,705 | +$89,599 | +5.82% | |
| Susquehanna International Group, Llp | 0.00% | 23,043 | $1,344,098 | $1,450,326 | +$106,228 | +7.90% | |
| Sovereign Financial Group, Inc. | 0.20% | 22,087 | $1,288,359 | $1,390,156 | +$101,797 | +7.90% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,090 | $1,221,494 | $1,264,465 | +$42,971 | +3.52% | |
| Cetera Investment Advisers | 0.00% | 20,938 | $1,221,341 | $1,317,838 | +$96,497 | +7.90% | |
| Schear Investment Advisers, Llc | 0.13% | 18,401 | $1,094,476 | $1,158,159 | +$63,683 | +5.82% | |
| Tempo Wealth, Llc | 0.13% | 18,401 | $1,094,476 | $1,158,159 | +$63,683 | +5.82% | |
| Hrt Financial Lp | 0.00% | 18,217 | $1,062,000 | $1,146,578 | +$84,578 | +7.96% | |
| Citadel Advisors Llc | 0.00% | 17,534 | $1,022,758 | $1,103,590 | +$80,832 | +7.90% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 15,770 | $919,864 | $992,564 | +$72,700 | +7.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,403 | $916,160 | $969,465 | +$53,305 | +5.82% | |
| Bxm Wealth Llc | 0.49% | 15,380 | $914,802 | $968,017 | +$53,215 | +5.82% | |
| Ascentis Independent Advisors | 0.06% | 14,894 | $886,195 | $937,428 | +$51,233 | +5.78% | |
| Park Edge Advisors, Llc | 0.16% | 12,644 | $752,038 | $795,813 | +$43,775 | +5.82% | |
| Truist Financial Corp | 0.00% | 10,531 | $626,393 | $662,821 | +$36,428 | +5.82% | |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.99% | 9,725 | $578,436 | $612,092 | +$33,656 | +5.82% | |
| Jpmorgan Chase & Co | 0.00% | 9,718 | $565,491 | $611,651 | +$46,160 | +8.16% | |
| Citigroup Inc | 0.00% | 9,539 | $556,410 | $600,385 | +$43,975 | +7.90% | |
| Kingsview Wealth Management, Llc | 0.01% | 9,424 | $549,694 | $593,147 | +$43,453 | +7.90% |
Frequently asked questions about OUSA
Who are the largest institutional holders of OUSA?
The largest institutional holders of OUSA reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Bank Of America Corp, Royal Bank Of Canada, and Mgo One Seven Llc. InsiderSet ranks institutional holders by their latest reported OUSA position.
What is OUSA institutional ownership?
This page tracks OUSA positions reported by institutional investment managers through SEC Form 13F. ALPS OSHARES US QUALITY DIVI (OUSA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OUSA?
InsiderSet currently tracks 131 institutional managers reporting OUSA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OUSA shareholders.
How much OUSA stock do institutions own?
Institutional investment managers disclosed approximately $337.75M in OUSA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OUSA institutional ownership last updated?
The latest OUSA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OUSA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OUSA position after the reporting date.
Are institutions buying or selling OUSA?
Institutional buying and selling can be analyzed by comparing OUSA positions across consecutive 13F reporting periods. InsiderSet's OUSA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OUSA ownership changes.
How has OUSA institutional ownership changed over time?
InsiderSet tracks OUSA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.