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OUSM · Insider trading · 13F holders · Congress trades

Alps ETF Tr (OUSM)

Who is buying and selling OUSM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
17
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

OUSM at a glance

  • No open-market insider purchases or sales of OUSM were filed in the last 90 days.
  • 17 13F filers hold OUSM among their 50 largest positions, worth $66.0M combined. The biggest bets by portfolio weight are Stonehearth Capital Management, LLC (6.0%), Hamrick Investment Counsel, llc (4.3%) and Willow Financial LLC (2.8%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
  • No member of Congress has disclosed a trade in OUSM.

OUSM insider trading

No open-market insider purchases or sales of OUSM were filed in the last 90 days.

Who owns OUSM? Hedge funds and superinvestors

17 13F filers hold OUSM among their 50 largest positions, worth $66.0M combined. The biggest bets by portfolio weight are Stonehearth Capital Management, LLC (6.0%), Hamrick Investment Counsel, llc (4.3%) and Willow Financial LLC (2.8%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.

13F filers holding OUSM
Manager% of portfolioValueSharesLast quarter13F
Stonehearth Capital Management, LLCWealth manager6.0%$17.6M383,052+1.4% sharesQ3 2026
Mason & Associates IncWealth manager1.1%$6.6M138,643+0.5% sharesQ2 2026
Hamrick Investment Counsel, llcWealth manager4.3%$6.4M135,722+14.0% sharesQ2 2026
Premier Path Wealth Partners, LLCWealth manager0.6%$5.4M116,842+37.9% sharesQ3 2026
Castle Wealth Management LLCWealth manager1.5%$5.0M105,822+0.9% sharesQ2 2026
Park Edge Advisors, LLCWealth manager0.9%$4.4M96,847-23.8% sharesQ3 2026
Beam Wealth Advisors, Inc.Wealth manager0.9%$3.9M82,292-3.8% sharesQ2 2026
Barnes Pettey Financial Advisors, LLCWealth manager1.1%$3.4M71,173+1.1% sharesQ2 2026
Brady Martz Wealth Solutions, LLCWealth manager0.5%$3.1M65,107-1.1% sharesQ2 2026
Willow Financial LLCWealth manager2.8%$2.8M64,290-45.5% sharesQ1 2026
Summit Financial Wealth Advisors, LLCWealth manager0.3%$2.5M54,956+1.6% sharesQ3 2026
Clay Northam Wealth Management, LLCWealth manager1.1%$2.3M49,773+7.6% sharesQ3 2026
Schorn Wealth LLCWealth manager0.3%$1.1M22,982-4.4% sharesQ3 2026
Royal Palms Capital LLCWealth manager0.4%$497K10,830+0.0% sharesQ3 2026
Accredited Investor Services, LLCWealth manager0.2%$329K7,157+0.0% sharesQ3 2026
Sunrise Financial Services, LLCWealth manager0.2%$323K7,030-1.8% sharesQ3 2026
Thurston, Springer, Miller, Herd & Titak, Inc.Investment manager0.5%$319K6,946-78.1% sharesQ3 2026

Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 6, Q1 2026: 1). Screen OUSM in the grand portfolio →

OUSM stock trades by members of Congress

No member of Congress has disclosed a trade in OUSM.

OUSM questions and answers

Are insiders buying OUSM stock?

No open-market insider purchases or sales of OUSM were filed in the last 90 days.

Which hedge funds own OUSM?

17 13F filers hold OUSM among their 50 largest positions, worth $66.0M combined. The biggest bets by portfolio weight are Stonehearth Capital Management, LLC (6.0%), Hamrick Investment Counsel, llc (4.3%) and Willow Financial LLC (2.8%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.

Has Congress traded OUSM?

No member of Congress has disclosed a trade in OUSM.

Who is the largest holder of OUSM?

Among 13F filers, Stonehearth Capital Management, LLC reports the largest OUSM position, $17.6M (383,052 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Stonehearth Capital Management, LLC's: 6.0% of its portfolio.

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