ALPS ETF TR

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OEFA·00162Q379·US·etf·Unknown - Unknown

O SHARES INTL D

OEFA (ALPS ETF TR) is held by 14 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($8.9M), RAYMOND JAMES FINANCIAL INC ($4.4M), LPL Financial LLC ($1.6M). Net institutional sentiment: Mixed.

14

Holders

Avg rating(2 Elite)

$18M

Total Value

45% (15)

Fund Consensus

5 buying - 6 selling

Smart Money Verdict

View all

40Weak MomentumSingle Source

Institutional (13F)40

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how OEFA's score breaks down across 4 SEC sources

Holder Quality

2

★★★★★

Elite

4

★★★★

Strong

7

★★★

Solid

2

★★

Below

0

★

Weak

Held by 14 funds

2 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (14)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	283,882(+0.3%)	$8.9M	0.0%	+20.27%	28
RAYMOND JAMES FINANCIAL INC	Increased	139,684(+0.1%)	$4.4M	0.0%	+9.78%	27
LPL Financial LLC	Decreased	50,493(-14.1%)	$1.6M	0.0%	+33.91%	0
CITADEL ADVISORS LLC	Decreased	30,364(-75.0%)	$954,842	0.0%	-2.36%	0
ROYAL BANK OF CANADA	Increased	25,906(+674.0%)	$815,000	0.0%	-2.44%	40
STIFEL FINANCIAL CORP	Unchanged	18,564	$583,773	0.0%	+18.12%	0
HighTower Advisors, LLC	Unchanged	8,809	$277,012	0.0%	+44.51%	0
JANE STREET GROUP, LLC	Decreased	7,946(-13.3%)	$249,874	0.0%	-2.86%	0
Rockefeller Capital Management L.P.	Increased	4,336(+3.7%)	$136,358	0.0%	-1.96%	23
MAI Capital Management	Unchanged	879	$27,642	0.0%	-0.15%	0
MORGAN STANLEY	Decreased	500(-0.2%)	$15,723	0.0%	+12.93%	0
OSAIC HOLDINGS, INC.	Unchanged	400	$12,580	0.0%	+37.29%	0
UBS Group AG	Increased	164(+4.5%)	$5,157	0.0%	-1.94%	11
WELLS FARGO & COMPANY/MN	Decreased	0(-100.0%)	$3	0.0%	+0.40%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$275,393	0.0%	+21.00%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer