13F Insight
DOSSIER · 13F Holders · Q1 2026
OUSM

ALPS ETF TR

133 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 00162Q395·133 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$487M
visible holders
Holders
133
filers reporting
Concentration
14.76%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

133 institutions reported OUSM in Q1 2026. MORGAN STANLEY leads at 14.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$72M1.6M0.00%Q1 202602
AMERIPRISE FINANCIAL INC
CIK 0000820027
$69M1.6M0.02%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$63M1.4M0.02%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$46M1.0M0.05%Q1 202605
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$39M903K0.21%Q2 202506
Sanctuary Advisors, LLC
CIK 0001777271
$39M881K0.21%Q1 202607
LPL Financial LLC
CIK 0001403438
$25M571K0.01%Q1 202608
UBS Group AG
CIK 0001610520
$23M527K0.00%Q1 202609
Stonehearth Capital Management, LLC
CIK 0001550191
$18M378K6.13%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M346K0.00%Q1 202611
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$13M297K0.02%Q1 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M272K0.00%Q1 202613
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
CIK 0000319933
$10M239K1.34%Q2 202514
ROYAL BANK OF CANADA
CIK 0001000275
$10M227K0.00%Q1 202615
STIFEL FINANCIAL CORP
CIK 0000720672
$6M142K0.01%Q1 202616
Park Edge Advisors, LLC
CIK 0001965659
$6M127K1.27%Q2 202617
Mason & Associates Inc
CIK 0001917686
$6M138K1.15%Q1 202618
Hamrick Investment Counsel, llc
CIK 0002126147
$5M119K2.88%Q1 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5M118K0.00%Q1 202620
KICKSTAND VENTURES, LLC.
CIK 0002000355
$5M116K1.06%Q1 2026
Page 1 of 7
113 more holders available. Log in →