OUSM ALPS ETF TR
OSHARES US SMLCP
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 125 | 11,623,924 | $5.52亿 | 13 | 33 | 52 | 14 | -$4,737.85万 |
| 2026Q1 | 124 | 12,530,139 | $5.48亿 | 8 | 40 | 47 | 9 | -$3,741.13万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Independent Advisor Alliance | 新建仓 | $421.84万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $246.12万 |
| Brady Martz Wealth Solutions, LLC | 加仓 | $246.11万 |
| Hamrick Investment Counsel, llc | 加仓 | $183.53万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $168.70万 |
| Ascentis Independent Advisors | 新建仓 | $116.43万 |
| ROYAL BANK OF CANADA | 加仓 | $79.28万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $76.22万 |
| BEAM WEALTH ADVISORS, INC. | 加仓 | $74.14万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 新建仓 | $67.69万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $67.52万 |
| Clay Northam Wealth Management, LLC | 加仓 | $59.73万 |
| UBS Group AG | 加仓 | $56.02万 |
| Mariner, LLC | 新建仓 | $43.43万 |
| Secure Asset Management, LLC | 加仓 | $39.27万 |
| Mason & Associates Inc | 加仓 | $32.88万 |
| CASTLE WEALTH MANAGEMENT LLC | 加仓 | $28.35万 |
| Sunrise Financial Services, LLC | 加仓 | $23.75万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $22.95万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $16.81万 |
2026Q1 卖出最多
| AMERIPRISE FINANCIAL INC | 减仓 | -$1,510.53万 |
| Thrivent Financial for Lutherans | 减仓 | -$1,082.13万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$539.11万 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 减仓 | -$269.27万 |
| Willow Financial LLC | 减仓 | -$235.18万 |
| Axiom Financial Strategies, LLC | 清仓 | -$223.13万 |
| Cetera Investment Advisers | 减仓 | -$214.82万 |
| STIFEL FINANCIAL CORP | 减仓 | -$185.71万 |
| TWO SIGMA INVESTMENTS, LP | 减仓 | -$178.02万 |
| LPL Financial LLC | 减仓 | -$174.21万 |
| WealthPlan Investment Management, LLC | 清仓 | -$159.88万 |
| Equitable Holdings, Inc. | 减仓 | -$119.64万 |
| PARK AVENUE SECURITIES LLC | 减仓 | -$109.11万 |
| Arkadios Wealth Advisors | 清仓 | -$89.98万 |
| JANE STREET GROUP, LLC | 重新持有 | -$80.03万 |
| FLAGSTAR SECURITIES, INC | 清仓 | -$68.20万 |
| Berkeley, Inc | 清仓 | -$67.64万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$46.22万 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 减仓 | -$44.75万 |
| Premier Path Wealth Partners, LLC | 减仓 | -$42.31万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 1,642,739 | $7,185.34万 | 0.00% | -5,675 | 减仓 |
| AMERIPRISE FINANCIAL INC | 1,582,414 | $6,920.88万 | 0.02% | -345,373 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,438,718 | $6,292.95万 | 0.02% | 17,425 | 加仓 |
| Cetera Investment Advisers | 1,042,102 | $4,558.16万 | 0.05% | -49,114 | 减仓 |
| Sanctuary Advisors, LLC | 880,733 | $3,852.32万 | 0.21% | -4,037 | 减仓 |
| LPL Financial LLC | 571,141 | $2,498.17万 | 0.01% | -39,829 | 减仓 |
| UBS Group AG | 526,740 | $2,303.96万 | 0.00% | 12,807 | 加仓 |
| Stonehearth Capital Management, LLC | 368,027 | $1,609.75万 | 6.38% | 25 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 345,754 | $1,512.33万 | 0.00% | -3,728 | 减仓 |
| Thrivent Financial for Lutherans | 297,014 | $1,299.10万 | 0.02% | -247,409 | 减仓 |
| WELLS FARGO & COMPANY/MN | 272,184 | $1,190.53万 | 0.00% | -123,253 | 减仓 |
| ROYAL BANK OF CANADA | 226,649 | $991.40万 | 0.00% | 18,125 | 加仓 |
| STIFEL FINANCIAL CORP | 141,566 | $619.21万 | 0.01% | -42,458 | 减仓 |
| Mason & Associates Inc | 137,923 | $592.79万 | 1.15% | 7,650 | 加仓 |
| Hamrick Investment Counsel, llc | 119,021 | $520.60万 | 2.88% | 41,960 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 118,269 | $517.31万 | 0.00% | 955 | 加仓 |
| KICKSTAND VENTURES, LLC. | 115,564 | $505.48万 | 1.06% | 2,628 | 加仓 |
| MML INVESTORS SERVICES, LLC | 105,742 | $462.52万 | 0.01% | -10,566 | 减仓 |
| CASTLE WEALTH MANAGEMENT LLC | 104,881 | $458.75万 | 1.49% | 6,482 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 105,860 | $456.47万 | 0.00% | 15,658 | 加仓 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 98,848 | $432.36万 | 0.14% | -61,561 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 98,283 | $429.89万 | 0.00% | 5,248 | 加仓 |
| Independent Advisor Alliance | 96,443 | $421.84万 | 0.05% | 96,443 | 新建仓 |
| Secure Asset Management, LLC | 89,685 | $392.28万 | 0.62% | 8,977 | 加仓 |
| BEAM WEALTH ADVISORS, INC. | 85,552 | $374.20万 | 0.93% | 16,949 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 85,200 | $372.66万 | 0.00% | -40,700 | 减仓 |
| SHEETS SMITH WEALTH MANAGEMENT | 83,640 | $365.84万 | 0.41% | -4,482 | 减仓 |
| Premier Path Wealth Partners, LLC | 72,421 | $316.77万 | 0.41% | -9,674 | 减仓 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 70,368 | $307.79万 | 1.34% | 1,835 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 66,667 | $291.60万 | 0.01% | 3,843 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 66,262 | $289.83万 | 0.03% | 56,268 | 加仓 |
| Brady Martz Wealth Solutions, LLC | 65,827 | $287.93万 | 0.49% | 56,266 | 加仓 |
| Wealthspire Advisors, LLC | 64,638 | $282.73万 | 0.02% | 0 | 不变 |
| Willow Financial LLC | 64,290 | $281.20万 | 2.85% | -53,768 | 减仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 59,945 | $262.20万 | 0.03% | -4,814 | 减仓 |
| Advisory Services Network, LLC | 58,977 | $257.97万 | 0.03% | 2,567 | 加仓 |
| Park Edge Advisors, LLC | 58,695 | $256.73万 | 0.59% | 259 | 加仓 |
| Summit Financial Wealth Advisors, LLC | 50,901 | $222.64万 | 0.32% | 2,761 | 加仓 |
| Clay Northam Wealth Management, LLC | 47,044 | $205.77万 | 1.16% | 13,656 | 加仓 |
| Private Advisor Group, LLC | 45,350 | $198.36万 | 0.01% | -1,510 | 减仓 |
| GOLDMAN SACHS GROUP INC | 44,991 | $196.79万 | 0.00% | 38,569 | 加仓 |
| &PARTNERS | 44,704 | $195.53万 | 0.01% | -3,065 | 减仓 |
| BROWN ADVISORY INC | 44,300 | $193.77万 | 0.00% | 0 | 不变 |
| Haverford Trust Co | 44,255 | $193.57万 | 0.02% | 0 | 不变 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 41,725 | $182.50万 | 0.11% | 283 | 加仓 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 39,781 | $174.00万 | 0.72% | -10,232 | 减仓 |
| Bank of New York Mellon Corp | 37,615 | $164.53万 | 0.00% | 335 | 加仓 |
| Equitable Holdings, Inc. | 30,243 | $132.28万 | 0.01% | -27,352 | 减仓 |
| Janney Montgomery Scott LLC | 27,323 | $119.50万 | 0.00% | 702 | 加仓 |
| Ascentis Independent Advisors | 26,617 | $116.43万 | 0.09% | 26,617 | 新建仓 |
内部人交易（Form 4）
OUSM 董事、高管和大股东的最新买卖申报。专业版可看 🔒