Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / OSHARES US SMLCP
-
Total 13F shares
-
1,038,752
-
Share change
-
+2,053
-
Total reported value
-
$45,462,902
-
Price per share
-
$43.74
-
Number of holders
-
26
-
Value change
-
+$85,264
-
Number of buys
-
11
-
Number of sells
-
13
Institutional Holders of ALPS ETF TR - OSHARES US SMLCP (OUSM) as of Q4 2025
As of 31 Dec 2025,
ALPS ETF TR - OSHARES US SMLCP (OUSM) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,038,752 shares.
The largest 10 holders included
Stonehearth Capital Management, LLC, CASTLE WEALTH MANAGEMENT LLC, SHEETS SMITH WEALTH MANAGEMENT, Premier Path Wealth Partners, LLC, Secure Asset Management, LLC, Park Edge Advisors, LLC, THURSTON, SPRINGER, MILLER, HERD & TITAK, INC., PARK AVENUE SECURITIES LLC, Fiduciary Planning LLC, and Stratos Wealth Partners, LTD..
This page lists
26
institutional shareholders reporting positions in this security
for the Q4 2025 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.