ALPS ETF TR (OEFA)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
18
Reporting holders
$17.2M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $10.1M | 291,893 | 0.00% | 17q | +2.8%+$276.3K |
| LPL Financial LLC | $1.6M | 47,189 | 0.00% | 17q | -6.5%-$114.0K |
| CITADEL ADVISORS LLC | $1.5M | 43,851 | 0.00% | 4q | +44.4%+$465.2K |
| ALPS ADVISORS INC | $1.2M | 34,380 | 0.01% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $1.0M | 29,865 | 0.00% | 7q | -78.6%-$3.8M |
| STIFEL FINANCIAL CORP | $640.4K | 18,564 | 0.00% | 11q | HELD |
| HighTower Advisors, LLC | $303.9K | 8,809 | 0.00% | 15q | HELD |
| USA FINANCIAL FORMULAS | $278.3K | 8,068 | 0.05% | new | FIRST |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $217.9K | 6,317 | 0.00% | 5q | -7.1%-$16.7K |
| Rockefeller Capital Management L.P. | $155.0K | 4,492 | 0.00% | 4q | +3.6%+$5.4K |
| ROYAL BANK OF CANADA | $106.0K | 3,074 | 0.00% | 17q | -88.1%-$787.3K |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $62.5K | 1,813 | 0.02% | 6q | +36.2%+$16.6K |
| MORGAN STANLEY | $17.2K | 500 | 0.00% | 15q | HELD |
| UBS Group AG | $14.2K | 412 | 0.00% | 4q | +151.2%+$8.6K |
| OSAIC HOLDINGS, INC. | $13.8K | 400 | 0.00% | 17q | HELD |
| Institute for Wealth Management, LLC. | $9.7K | 280 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.4K | 69 | 0.00% | 15q | HELD |
| DHJJ Financial Advisors, Ltd. | $621 | 18 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 18 | $17.2M | 499,994 | 2 | 5 | 4 | 0.0% |
| Q1 2026 | 19 | $18.3M | 580,569 | 2 | 4 | 6 | 0.0% |
| Q4 2025 | 19 | $22.6M | 675,826 | 2 | 6 | 3 | 0.0% |
| Q3 2025 | 18 | $18.9M | 572,333 | 4 | 3 | 5 | 0.0% |
| Q2 2025 | 15 | $17.4M | 534,358 | 2 | 5 | 4 | 0.0% |
| Q1 2025 | 17 | $16.9M | 561,646 | 2 | 3 | 8 | 0.0% |
| Q4 2024 | 18 | $15.7M | 570,967 | 1 | 4 | 5 | 0.0% |
| Q3 2024 | 19 | $19.2M | 603,121 | 3 | 4 | 7 | 0.0% |
| Q2 2024 | 17 | $18.4M | 607,382 | 0 | 8 | 4 | 0.0% |
| Q1 2024 | 17 | $18.2M | 603,546 | 2 | 4 | 7 | 0.0% |
| Q4 2023 | 17 | $15.9M | 560,209 | 4 | 7 | 3 | 0.0% |
| Q3 2023 | 16 | $18.8M | 732,442 | 0 | 8 | 3 | 0.0% |
| Q2 2023 | 17 | $18.6M | 661,489 | 4 | 4 | 3 | 0.0% |
| Q1 2023 | 16 | $17.0M | 632,049 | 2 | 3 | 7 | 0.0% |
| Q4 2022 | 18 | $15.7M | 662,964 | 7 | 7 | 3 | 0.0% |
| Q3 2022 | 17 | $13.6M | 677,304 | 2 | 5 | 7 | 0.0% |
| Q2 2022 | 17 | $17.6M | 779,386 | 16 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $307.0K | 13,900 | 1 | 0 | 0 | 0.0% |