Who owns ALPS Funds O’Shares U.S. Quality Dividend ETF?
Institutional ownership of OUSA from SEC Form 13F filings across 96 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
96
13F holders
$311.2M
value, 2026 filers
45.5%
of shares outstanding (5.4M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of OUSA's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.5M | $90.0M | 0.0% | 13% | -1.6% |
| 2 | LPL Financial LLC | 524,948 | $30.6M | 0.0% | 4.4% | -1.7% |
| 3 | BANK OF AMERICA CORP /DE/ | 371,645 | $21.7M | 0.0% | 3.1% | -1.9% |
| 4 | ROYAL BANK OF CANADA | 300,573 | $17.5M | 0.0% | 2.5% | -6.0% |
| 5 | MGO ONE SEVEN LLC | 274,456 | $16.0M | 0.3% | 2.3% | +0.8% |
| 6 | WELLS FARGO & COMPANY/MN | 262,882 | $15.3M | 0.0% | 2.2% | -2.9% |
| 7 | Kestra Advisory Services, LLC | 248,996 | $14.5M | 0.0% | 2.1% | -4.0% |
| 8 | RAYMOND JAMES FINANCIAL INC | 183,550 | $10.7M | 0.0% | 1.5% | -2.4% |
| 9 | UBS Group AG | 174,736 | $10.2M | 0.0% | 1.5% | -6.4% |
| 10 | Rockefeller Capital Management L.P. | 146,302 | $8.5M | 0.0% | 1.2% | -24.8% |
| 11 | GOLDMAN SACHS GROUP INC | 123,599 | $7.2M | 0.0% | 1% | +26.6% |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | 113,309 | $6.6M | 0.1% | 1% | +1.1% |
| 13 | Ameritas Advisory Services, LLC | 96,857 | $5.6M | 0.1% | 0.8% | +70.6% |
| 14 | Sanctuary Advisors, LLC | 76,036 | $4.4M | 0.0% | 0.6% | 0.0% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 66,413 | $3.9M | 0.0% | 0.6% | +2.5% |
| 16 | &PARTNERS | 64,018 | $3.7M | 0.0% | 0.5% | -11.8% |
| 17 | OSAIC HOLDINGS, INC. | 60,672 | $3.5M | 0.0% | 0.5% | +5.5% |
| 18 | NewEdge Advisors, LLC | 59,201 | $3.5M | 0.0% | 0.5% | +27.4% |
| 19 | Stratos Wealth Partners, LTD. | 54,914 | $3.2M | 0.0% | 0.5% | -1.4% |
| 20 | MML INVESTORS SERVICES, LLC | 53,603 | $3.1M | 0.0% | 0.5% | +9.9% |
| 21 | STIFEL FINANCIAL CORP | 42,846 | $2.5M | 0.0% | 0.4% | -44.9% |
| 22 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 40,932 | $2.4M | 0.1% | 0.3% | -51.2% |
| 23 | AMERIPRISE FINANCIAL INC | 35,161 | $2.1M | 0.0% | 0.3% | -2.5% |
| 24 | Caldwell Trust Co | 28,797 | $1.7M | 0.1% | 0.2% | -1.2% |
| 25 | Janney Montgomery Scott LLC | 28,530 | $1,664 | 0.0% | 0.2% | +11.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.