Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Alps ETF Tr (OUSA)

132 + Investors. Track Smart Money conviction in OUSA. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
48%

Smart Money Signals — OUSA

Based on 133 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
133 hedge funds hold OUSA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

56 buying60 selling
Last quarter: 60 funds reduced or exited vs 56 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 18 → 16 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 23% medium 18% new
78 out of 133 hedge funds have held OUSA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -15%, value -47%

Value
-47%
Shares
-14%
Last quarter: funds added -15% more shares while total portfolio value only changed -47%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

10 → 10 → 18 → 16 → 15 new funds/Q
New funds entering each quarter: 10 → 18 → 16 → 15. A growing number of institutions are discovering OUSA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 20% newcomers

63% veterans 17% 1-2yr 20% new
Entry-cohort mix of 133 holders: 84 (63%) are 2+ year veterans, 23 entered 1–2 years ago, and 26 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
17 of 133 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in OUSA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OUSA

In 2026 Q1, 56 hedge funds were net buyers of OUSA (15 opened a new position, 41 added to an existing one), while 60 reduced or exited (45 trimmed, 15 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 59% of total institutional value in OUSA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 133.

Hedge Fund Ownership: OUSA

How many hedge funds hold OUSA — quarterly history vs. share price
Quarterly hedge fund ownership of OUSA vs. share price

Market Analysis: OUSA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OUSA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Alps ETF Tr (OUSA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OUSA has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
OUSA
+3.7%
SPY
+15.1%

OUSA outperformed SPY by -11.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
OUSA
+0.1%
SPY
+1.3%

Since the filing became public, OUSA outperformed SPY by -1.2% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: OUSA
132 + Investors

Track Smart Money conviction in OUSA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 132 133 -0.75%
13F Shares 6M 7M -14.62%
Total Value $333M $632M -47.4%
New Positions 15 16 -1
Increased Positions 40 45 -5
Closed Positions 16 16 -
Reduced Positions 45 42 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OUSA

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

132 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OUSA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OUSA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thurston, Springer, Miller, Herd & Titak, INC. 1.93% 83,949 $4.7M
2 Avant Capital LLC 1.40% 35,838 $2.0M
3 KERR FINANCIAL PLANNING Corp 0.59% 8,414 $481K
4 BXM Wealth LLC 0.47% 10,900 $607K
5 Mgo One Seven LLC 0.30% 272,266 $15.2M
6 Apollon Financial, LLC 0.22% 28,640 $1.6M
7 Sovereign Financial Group, Inc. 0.21% 21,976 $1.2M
8 Intrepid Financial Planning Group LLC 0.19% 8,645 $481K
9 Tempo Wealth, LLC 0.18% 18,968 $1.1M
10 Grandview Asset Management LLC 0.18% 10,802 $601K
11 Capstone Wealth Management Group LLC 0.18% 5,130 $286K
12 Park Edge Advisors, LLC 0.16% 12,724 $708K
13 Symphony Financial Services, Inc. 0.16% 5,685 $316K
14 Caldwell Trust Co 0.15% 29,157 $1.6M
15 Burns Matteson Capital Management, LLC 0.14% 6,715 $374K
16 Ameritas Advisory Services, LLC 0.12% 56,785 $3.2M
17 Elmwood Wealth Management, Inc. 0.11% 7,236 $403K
18 Beaumont Financial Advisors, LLC 0.10% 26,822 $1.5M
19 LeClair Wealth Partners LLC 0.10% 5,183 $289K
20 Blue Water Asset Management 0.10% 5,183 $289K
21 Medallion Wealth Advisors, LLC 0.09% 3,715 $197K
22 Diligent Investors, LLC 0.09% 6,276 $349K
23 Beacon Financial Advisory LLC 0.08% 6,676 $372K
24 Madison Wealth Partners, Inc 0.08% 8,808 $490K
25 Kestra Private Wealth Services, LLC 0.08% 112,054 $6.2M
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Alps ETF Tr (OUSA)

What does the Smart Money Trend signal show for OUSA?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for OUSA?

More sellers than buyers — 48% buying: Last quarter: 60 funds reduced or exited vs 56 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OUSA holders?

Elite ownership — 59% AUM from top-100 funds: 17 of 133 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in OUSA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OUSA?

59% of holders stayed for 2+ years: 78 out of 133 hedge funds have held OUSA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Alps ETF Tr (OUSA) following the 2026 Q1 hedge fund 13F filings?

As of today, OUSA has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), OUSA has gained +3.7% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →