Carroll Financial Associates, Inc. - OSI ETF TR ownership

OSI ETF TR's ticker is OUSM and the CUSIP is 67110P100. A total of 45 filers reported holding OSI ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of OSI ETF TR
ValueSharesWeighting
Q4 2021$308,000
+7.3%
8,3080.0%0.02%0.0%
Q3 2021$287,000
-1.4%
8,3080.0%0.02%0.0%
Q2 2021$291,000
+10.2%
8,308
+7.4%
0.02%0.0%
Q1 2021$264,000
+22.2%
7,733
+10.9%
0.02%
+14.3%
Q4 2020$216,000
+18.0%
6,9730.0%0.01%0.0%
Q3 2020$183,000
+5.8%
6,9730.0%0.01%0.0%
Q2 2020$173,000
+14.6%
6,973
-3.3%
0.01%
-6.7%
Q1 2020$151,000
-14.7%
7,210
+20.0%
0.02%
+7.1%
Q4 2019$177,000
+6.0%
6,0100.0%0.01%
-6.7%
Q3 2019$167,000
+1.8%
6,0100.0%0.02%
+7.1%
Q2 2019$164,000
+3.1%
6,0100.0%0.01%
-6.7%
Q1 2019$159,000
+2550.0%
6,010
+1972.4%
0.02%
+1400.0%
Q4 2018$6,000
-25.0%
2900.0%0.00%0.0%
Q3 2018$8,000
+14.3%
2900.0%0.00%0.0%
Q2 2018$7,0000.0%2900.0%0.00%0.0%
Q1 2018$7,0002900.00%
Other shareholders
OSI ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 342,864$11,938,0006.19%
Empirical Asset Management, LLC 33,244$1,157,0001.10%
Clay Northam Wealth Management, LLC 21,445$747,0000.76%
Triumph Capital Management 25,836$901,0000.39%
Acorn Wealth Advisors, LLC 12,110$422,0000.29%
Lenox Wealth Advisors, LLC 64,000$2,207,0000.28%
SHEETS SMITH WEALTH MANAGEMENT 28,668$998,0000.14%
Cambridge Advisors Inc. 12,540$437,0000.10%
Diligent Investors, LLC 8,020$279,0000.08%
Capital Advisors, Ltd. LLC 11,242$391,0000.06%
View complete list of OSI ETF TR shareholders