13FBOX
ALPS O SHRS U S SML CP QLTY DIV ETF · 13F 机构持仓分析
期权收益计算器 机构排行
A

ALPS O SHRS U S SML CP QLTY DIV ETF

OUSM
持有机构数
126
机构合计市值 (Q2 2026)
$5.50亿
机构合计股数 (Q2 2026)
1,159.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+66.1万股
49 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-165.4万股
68 · 15 清仓 · ≈
⚖️ 净额
-99.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.50亿
持有机构数
126
新买入
16
加仓
33
减仓
53
清仓
15
持股不变
24
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.02%#59$7,150.9万150.6万股$6,920.9万158.2万股-7.7万股-4.85%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#57$6,610.3万139.1万股$6,293.0万143.9万股-4.8万股-3.31%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#79$5,992.5万126.1万股$7,550.4万168.5万股-42.4万股-25.18%减仓
Cetera投资顾问Cetera Investment Advisers
0.05%0.05%#42$5,223.6万109.9万股$4,558.2万104.2万股+5.7万股+5.48%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.2%0.21%#24$4,268.4万89.8万股$3,852.3万88.1万股+1.7万股+1.99%加仓
LPL金融LPL Financial LLC
0.01%0.01%#75$2,554.0万53.7万股$2,498.2万57.1万股-3.4万股-5.90%减仓
Stonehearth Capital Management, LLC
6.13%6.38%#1$1,795.2万37.8万股$1,609.8万36.8万股+9,756股+2.65%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.02%0.02%#51$1,454.3万30.6万股$1,299.1万29.7万股+9,020股+3.04%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#96$1,443.8万30.4万股$1,512.3万34.6万股-4.2万股-12.13%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#87$1,207.3万25.4万股$1,190.5万27.2万股-1.8万股-6.66%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#92$1,112.5万23.4万股$2,304.0万52.7万股-29.3万股-55.55%减仓
FSA WEALTH PARTNERS, INC.
2.5%#3$998.0万21.0万股$00股+21.0万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#93$910.7万19.2万股$991.4万22.7万股-3.5万股-15.44%减仓
Mason & Associates Inc
1.06%1.15%#7$658.8万13.9万股$592.8万13.8万股+720股+0.52%加仓
Hamrick Investment Counsel, llc
4.28%2.88%#2$645.0万13.6万股$520.6万11.9万股+1.7万股+14.03%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.03%<0.01%#46$613.8万12.9万股$86.6万2.0万股+10.9万股+552.06%加仓
Park Edge Advisors, LLC
1.27%0.59%#5$604.1万12.7万股$256.7万5.9万股+6.8万股+116.57%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#63$544.1万11.4万股$462.5万10.6万股+8,755股+8.28%加仓
CASTLE WEALTH MANAGEMENT LLC
1.49%1.49%#4$502.9万10.6万股$458.7万10.5万股+941股+0.90%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#88$481.1万10.1万股$456.5万10.6万股-4,835股-4.57%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#94$461.5万9.7万股$429.9万9.8万股-1,170股-1.19%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#86$448.8万9.4万股$517.3万11.8万股-2.4万股-20.14%减仓
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
0.12%0.14%#29$421.0万8.9万股$432.4万9.9万股-1.0万股-10.36%减仓
Premier Path Wealth Partners, LLC
0.46%0.41%#12$402.6万8.5万股$316.8万7.2万股+1.2万股+17.00%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%0.01%#77$394.6万8.3万股$619.2万14.2万股-5.9万股-41.35%减仓
SHEETS SMITH WEALTH MANAGEMENT
0.38%0.41%#14$378.0万8.0万股$365.8万8.4万股-4,085股-4.88%减仓
BEAM WEALTH ADVISORS, INC.
0.95%0.93%#9$374.2万8.6万股$374.2万8.6万股00.00%持仓不变
BARNES PETTEY FINANCIAL ADVISORS, LLC
1.06%1.34%#8$338.2万7.1万股$307.8万7.0万股+805股+1.14%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#72$321.0万6.8万股$291.6万6.7万股+884股+1.33%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.03%0.03%#48$311.5万6.6万股$289.8万6.6万股-718股-1.08%减仓
Brady Martz Wealth Solutions, LLC
0.47%0.49%#11$309.4万6.5万股$287.9万6.6万股-720股-1.09%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.02%0.02%#58$307.2万6.5万股$282.7万6.5万股00.00%持仓不变
咨询服务网络Advisory Services Network, LLC
0.03%0.03%#44$279.0万5.9万股$258.0万5.9万股-262股-0.44%减仓
Summit Financial Wealth Advisors, LLC
0.33%0.32%#16$256.9万5.4万股$222.6万5.1万股+3,167股+6.22%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#62$247.1万5.2万股$198.4万4.5万股+6,653股+14.67%加仓
Secure Asset Management, LLC
0.33%0.62%#15$236.9万5.0万股$392.3万9.0万股-4.0万股-44.42%减仓
Clay Northam Wealth Management, LLC
1.08%1.16%#6$219.9万4.6万股$205.8万4.7万股-776股-1.65%减仓
布朗顾问BROWN ADVISORY INC
<0.01%<0.01%#78$210.5万4.4万股$193.8万4.4万股00.00%持仓不变
Haverford信托Haverford Trust Co
0.02%0.02%#56$210.3万4.4万股$193.6万4.4万股00.00%持仓不变
&Partners&PARTNERS
0.01%0.01%#71$196.2万4.1万股$195.5万4.5万股-3,417股-7.64%减仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.02%0.03%#53$190.9万4.0万股$262.2万6.0万股-2.0万股-32.98%减仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.01%<0.01%#70$181.6万3.8万股$26.4万6,046股+3.2万股+532.25%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#107$179.2万3.8万股$164.5万3.8万股+100股+0.27%加仓
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
0.55%0.72%#10$150.4万3.2万股$174.0万4.0万股-8,123股-20.42%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#112$146.5万3.1万股$196.8万4.5万股-1.4万股-31.46%减仓
Janney Montgomery Scott LLC
<0.01%<0.01%#85$125.5万2.6万股$119.5万2.7万股-922股-3.37%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#91$121.5万2.6万股$108.0万2.5万股+892股+3.61%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#114$120.6万2.5万股$00股+2.5万股新买入
Gladstone Institutional Advisory LLC
0.04%0.04%#43$115.7万2.4万股$103.6万2.4万股+657股+2.77%加仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.05%0.11%#41$115.4万2.4万股$182.5万4.2万股-1.7万股-41.77%减仓

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