Who Owns ALPS O'SHARES US SM-CP QUL DIV ETF (OUSM)? -- Institutional Holders (2026-06-30)

57 institutions reported holding $96.6M of ALPS O'SHARES US SM-CP QUL DIV ETF (OUSM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Stonehearth Capital Management, LLC ($18.0M), FSA WEALTH PARTNERS, INC. ($10.0M), Mason & Associates Inc ($6.6M), Cambridge Investment Research Advisors, Inc. ($6.4M), Park Edge Advisors, LLC ($6.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Stonehearth Capital Management, LLC$18.0M377,783Added
2FSA WEALTH PARTNERS, INC.$10.0M210,010New
3Mason & Associates Inc$6.6M138,643Added
4Cambridge Investment Research Advisors, Inc.$6.4M135,102Added
5Park Edge Advisors, LLC$6.0M127,116Added
6CASTLE WEALTH MANAGEMENT LLC$5.0M105,822Added
7ENVESTNET ASSET MANAGEMENT INC$4.6M97,113Trimmed
8Premier Path Wealth Partners, LLC$4.0M84,732Added
9BEAM WEALTH ADVISORS, INC.$3.9M82,292Trimmed
10SHEETS SMITH WEALTH MANAGEMENT$3.8M79,555Trimmed
11BARNES PETTEY FINANCIAL ADVISORS, LLC$3.4M71,173Added
12Brady Martz Wealth Solutions, LLC$3.1M65,107Trimmed
13Summit Financial Wealth Advisors, LLC$2.6M54,068Added
14Private Advisor Group, LLC$2.5M52,003Added
15Secure Asset Management, LLC$2.4M49,849Trimmed
16KESTRA PRIVATE WEALTH SERVICES, LLC$1.9M40,178Trimmed
17THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$1.5M31,658Trimmed
18Gladstone Institutional Advisory LLC$1.2M24,351Added
19Fiduciary Planning LLC$1.1M24,046Trimmed
20Acorn Wealth Advisors, LLC$914,89819,253Trimmed
21COMMONWEALTH EQUITY SERVICES, LLC$764,83016,095Trimmed
22Strategic Financial Concepts, LLC$704,53114,825Added
23Apollon Wealth Management, LLC$695,46314,635Trimmed
24National Wealth Management Group, LLC$549,57111,565Trimmed
25BXM Wealth LLC$519,86910,940Hold

Source: SEC Form 13F filings · as of 2026-06-30