Who Owns ALPS (OUSM)? -- Institutional Holders (2026-06-30)

139 institutions reported holding $549.5M of ALPS (OUSM) in SEC 13F filings for 2026-06-30. Largest institutional holders: AMERIPRISE FINANCIAL INC ($71.5M), RAYMOND JAMES FINANCIAL INC ($66.1M), MORGAN STANLEY ($59.9M), Cetera Investment Advisers ($52.2M), Sanctuary Advisors, LLC ($42.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1AMERIPRISE FINANCIAL INC$71.5M1.5MTrimmed
2RAYMOND JAMES FINANCIAL INC$66.1M1.4MTrimmed
3MORGAN STANLEY$59.9M1.3MTrimmed
4Cetera Investment Advisers$52.2M1.1MAdded
5Sanctuary Advisors, LLC$42.7M898,228Added
6LPL Financial LLC$25.5M537,450Trimmed
7Stonehearth Capital Management, LLC$18.0M377,783Added
8Thrivent Financial for Lutherans$14.5M306,034Added
9BANK OF AMERICA CORP /DE/$14.4M303,822Trimmed
10WELLS FARGO & COMPANY/MN$12.1M254,059Trimmed
11UBS Group AG$11.1M234,116Trimmed
12FSA WEALTH PARTNERS, INC.$10.0M210,010New
13Royal Bank of Canada$9.1M191,660Trimmed
14Mason & Associates Inc$6.6M138,643Added
15Hamrick Investment Counsel, llc$6.4M135,722Added
16Steward Partners Investment Advisory, LLC$6.1M129,166Added
17Park Edge Advisors, LLC$6.0M127,116Added
18MML INVESTORS SERVICES, LLC$5.4M114,497Added
19CASTLE WEALTH MANAGEMENT LLC$5.0M105,822Added
20JONES FINANCIAL COMPANIES LLLP$4.8M101,025Trimmed
21ENVESTNET ASSET MANAGEMENT INC$4.6M97,113Trimmed
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4.5M94,447Trimmed
23LEVEL FOUR ADVISORY SERVICES, LLC$4.2M88,604Trimmed
24Premier Path Wealth Partners, LLC$4.0M84,732Added
25STIFEL FINANCIAL CORP$3.9M83,028Trimmed

Source: SEC Form 13F filings · as of 2026-06-30