Who owns OEFA?
ALPS O'Shares International Developed Quality Dividend ETF · ALPS
18 institutions reported holding OEFA, worth $17.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OEFA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $10.1M | 291,893 | +8,011 shares |
| LPL Financial LLC | Fort Mill, SC | $1.6M | 47,189 | −3,304 shares |
| Citadel Advisors LLC | Miami, FL | $1.5M | 43,851 | +13,487 shares |
| ALPS Advisors Inc. | Denver, CO | $1.2M | 34,380 | New position |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.0M | 29,865 | −109,819 shares |
| Stifel Financial Corp. | St. Louis, MO | $640K | 18,564 | No change |
| HighTower Advisors, LLC | Chicago, IL | $304K | 8,809 | No change |
| USA Financial Formulas | Ada, MI | $278K | 8,068 | New position |
| Kestra Private Wealth Services, LLC | Austin, TX | $218K | 6,317 | −484 shares |
| Rockefeller Capital Management L.P. | New York, NY | $155K | 4,492 | +156 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OEFA?
18 institutional managers reported holding OEFA in Form 13F filings for June 30, 2026, worth $17.2M in total. The largest reported position was held by Bank of America Corp., at $10.1M.
Did institutions buy or sell OEFA last quarter?
Reported 13F value fell 5.5% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OEFA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.