13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
OUSA

ALPS ETF TR

142 institutions still hold ALPS ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00162Q387·142 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.4%
vs prior quarter
13F value held
$302M
48.0% inst. owned
of float
Holders
142
+62 QoQ
filers reporting
Activity
+28 / −103
+1,039 added · −866 reduced
this quarter
Concentration
28.90%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

142 institutions reported OUSA in Q1 2026. MORGAN STANLEY leads at 28.9% of the visible book. +62 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$87M1.6M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$30M534K0.01%Q1 202603
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
CIK 0000319933
$28M521K3.63%Q2 202504
BANK OF AMERICA CORP /DE/
CIK 0000070858
$21M379K0.00%Q1 202605
ROYAL BANK OF CANADA
CIK 0001000275
$18M320K0.00%Q1 202606
MGO ONE SEVEN LLC
CIK 0001731444
$15M272K0.30%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M271K0.00%Q1 202608
Kestra Advisory Services, LLC
CIK 0001830819
$14M259K0.05%Q1 202609
Rockefeller Capital Management L.P.
CIK 0001739439
$11M194K0.02%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$10M188K0.00%Q1 202611
UBS Group AG
CIK 0001610520
$10M187K0.00%Q1 202612
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$6M112K0.08%Q1 202613
Equitable Holdings, Inc.
CIK 0001333986
$6M108K0.04%Q1 202614
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M98K0.00%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$4M78K0.00%Q1 202616
Private Advisor Group, LLC
CIK 0001567755
$4M77K0.02%Q1 202617
Sanctuary Advisors, LLC
CIK 0001777271
$4M76K0.02%Q1 202618
&PARTNERS
CIK 0000107136
$4M73K0.02%Q1 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M65K0.00%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M58K0.00%Q1 2026
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