Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / OSHARES US SMLCP
-
Total 13F shares
-
6,467,098
-
Share change
-
+27,530
-
Total reported value
-
$253,408,122
-
Price per share
-
$39.18
-
Number of holders
-
72
-
Value change
-
+$1,411,210
-
Number of buys
-
42
-
Number of sells
-
22
Institutional Holders of ALPS ETF TR - OSHARES US SMLCP (OUSM) as of Q4 2023
As of 31 Dec 2023,
ALPS ETF TR - OSHARES US SMLCP (OUSM) was held by
72 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,467,098 shares.
The largest 10 holders included
AMERIPRISE FINANCIAL INC, MORGAN STANLEY, BANK OF AMERICA CORP /DE/, WELLS FARGO & COMPANY/MN, LPL Financial LLC, UBS Group AG, Stonehearth Capital Management, LLC, THRIVENT FINANCIAL FOR LUTHERANS, AVANTAX ADVISORY SERVICES, INC., and Raymond James Financial Services Advisors, Inc..
This page lists
72
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.