ALPS OSHARES US SMALL-CAP QU (OUSM) Institutional Shareholders
ALPS OSHARES US SMALL-CAP QU (OUSM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $546.17M in OUSM holdings during the latest filing period.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of OUSM tracked by InsiderSet, reporting ownership valued at approximately $71.51M 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 $70.93M, representing an estimated loss of -0.81% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed OUSM value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Raymond James Financial Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ALPS OSHARES US SMALL-CAP QU (OUSM).
This page ranks the largest institutional OUSM 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
123
Total Reported Value
$546.17M
Largest Holder
Ameriprise Financial Inc
Largest Position
$71.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
127
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.01% | 1,505,621 | $71,509,004 | $70,929,805 | -$579,199 | -0.81% | |
| Raymond James Financial Inc | 0.02% | 1,391,063 | $66,103,315 | $65,532,978 | -$570,337 | -0.86% | |
| Morgan Stanley | 0.00% | 1,261,048 | $59,925,055 | $59,407,971 | -$517,084 | -0.86% | |
| Cetera Investment Advisers | 0.05% | 1,099,240 | $52,235,921 | $51,785,196 | -$450,725 | -0.86% | |
| Sanctuary Advisors, Llc | 0.20% | 898,228 | $42,683,797 | $42,315,521 | -$368,276 | -0.86% | |
| Lpl Financial Llc | 0.01% | 537,450 | $25,539,639 | $25,319,270 | -$220,370 | -0.86% | |
| Stonehearth Capital Management, Llc | 6.13% | 377,783 | $17,952,271 | $17,797,357 | -$154,914 | -0.86% | |
| Thrivent Financial For Lutherans | 0.02% | 306,034 | $14,543,000 | $14,417,262 | -$125,738 | -0.86% | |
| Bank Of America Corp | 0.00% | 303,822 | $14,437,621 | $14,313,054 | -$124,567 | -0.86% | |
| Wells Fargo & Company/Mn | 0.00% | 254,059 | $12,072,894 | $11,968,719 | -$104,175 | -0.86% | |
| Ubs Group Ag | 0.00% | 234,116 | $11,125,192 | $11,029,205 | -$95,987 | -0.86% | |
| Fsa Wealth Partners, Inc. | 2.50% | 210,010 | $9,979,675 | $9,893,571 | -$86,104 | -0.86% | |
| Royal Bank Of Canada | 0.00% | 191,660 | $9,107,000 | $9,029,103 | -$77,897 | -0.86% | |
| Mason & Associates Inc | 1.06% | 138,643 | $6,588,308 | $6,531,472 | -$56,836 | -0.86% | |
| Hamrick Investment Counsel, Llc | 4.28% | 135,722 | $6,449,510 | $6,393,863 | -$55,647 | -0.86% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 129,166 | $6,137,946 | $6,085,010 | -$52,936 | -0.86% | |
| Park Edge Advisors, Llc | 1.29% | 127,116 | $6,040,531 | $5,988,435 | -$52,096 | -0.86% | |
| Mml Investors Services, Llc | 0.01% | 114,497 | $5,440,916 | $5,393,954 | -$46,962 | -0.86% | |
| Willow Financial Llc | 5.25% | 118,058 | $5,163,857 | $5,561,712 | +$397,855 | +7.70% | |
| Castle Wealth Management Llc | 1.49% | 105,822 | $5,028,659 | $4,985,274 | -$43,385 | -0.86% | |
| Jones Financial Companies Lllp | 0.00% | 101,025 | $4,810,811 | $4,759,288 | -$51,523 | -1.07% | |
| Envestnet Asset Management Inc | 0.00% | 97,113 | $4,614,805 | $4,574,993 | -$39,812 | -0.86% | |
| Level Four Advisory Services, Llc | 0.12% | 88,604 | $4,210,478 | $4,174,134 | -$36,344 | -0.86% | |
| Premier Path Wealth Partners, Llc | 0.46% | 84,732 | $4,026,447 | $3,991,725 | -$34,722 | -0.86% | |
| Stifel Financial Corp | 0.00% | 83,028 | $3,945,524 | $3,911,449 | -$34,075 | -0.86% | |
| Beam Wealth Advisors, Inc. | 0.86% | 82,292 | $3,910,508 | $3,876,776 | -$33,732 | -0.86% | |
| Sheets Smith Wealth Management | 0.38% | 79,555 | $3,780,451 | $3,747,836 | -$32,615 | -0.86% | |
| Barnes Pettey Financial Advisors, Llc | 1.06% | 71,173 | $3,382,236 | $3,352,960 | -$29,276 | -0.87% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 65,544 | $3,114,686 | $3,087,778 | -$26,908 | -0.86% | |
| Brady Martz Wealth Solutions, Llc | 0.47% | 65,107 | $3,093,885 | $3,067,191 | -$26,694 | -0.86% | |
| Wealthspire Advisors, Llc | 0.02% | 64,638 | $3,071,581 | $3,045,096 | -$26,485 | -0.86% | |
| Advisory Services Network, Llc | 0.03% | 58,715 | $2,790,137 | $2,766,064 | -$24,073 | -0.86% | |
| Summit Financial Wealth Advisors, Llc | 0.33% | 54,068 | $2,569,307 | $2,547,143 | -$22,164 | -0.86% | |
| Private Advisor Group, Llc | 0.01% | 52,003 | $2,471,182 | $2,449,861 | -$21,321 | -0.86% | |
| Secure Asset Management, Llc | 0.33% | 49,849 | $2,368,833 | $2,348,386 | -$20,447 | -0.86% | |
| Clay Northam Wealth Management, Llc | 1.08% | 46,268 | $2,198,658 | $2,179,685 | -$18,973 | -0.86% | |
| Brown Advisory Inc | 0.00% | 44,300 | $2,105,136 | $2,086,973 | -$18,163 | -0.86% | |
| Haverford Trust Co | 0.02% | 44,255 | $2,102,998 | $2,084,853 | -$18,145 | -0.86% | |
| &Partners | 0.01% | 41,287 | $1,961,937 | $1,945,031 | -$16,906 | -0.86% | |
| Kestra Private Wealth Services, Llc | 0.02% | 40,178 | $1,909,269 | $1,892,786 | -$16,483 | -0.86% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 38,226 | $1,816,117 | $1,800,827 | -$15,290 | -0.84% | |
| Bank Of New York Mellon Corp | 0.00% | 37,715 | $1,792,236 | $1,776,754 | -$15,482 | -0.86% | |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.61% | 31,235 | $1,484,272 | $1,471,481 | -$12,791 | -0.86% | |
| Goldman Sachs Group Inc | 0.00% | 30,838 | $1,465,422 | $1,452,778 | -$12,644 | -0.86% | |
| Janney Montgomery Scott Llc | 0.00% | 26,401 | $1,255,000 | $1,243,751 | -$11,249 | -0.90% | |
| Osaic Holdings, Inc. | 0.00% | 25,571 | $1,215,254 | $1,204,650 | -$10,604 | -0.87% | |
| Susquehanna International Group, Llp | 0.00% | 25,372 | $1,205,678 | $1,195,275 | -$10,403 | -0.86% | |
| Gladstone Institutional Advisory Llc | 0.04% | 24,351 | $1,157,155 | $1,147,176 | -$9,979 | -0.86% | |
| Thoroughbred Financial Services, Llc | 0.06% | 24,295 | $1,154,000 | $1,144,537 | -$9,463 | -0.82% | |
| Fiduciary Planning Llc | 0.30% | 24,046 | $1,142,644 | $1,132,807 | -$9,837 | -0.86% |
Frequently asked questions about OUSM
Who owns the most OUSM stock?
The largest holders of OUSM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ALPS OSHARES US SMALL-CAP QU (OUSM).
Is OUSM widely held by superinvestors?
Many widely followed stocks like OUSM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OUSM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.