Who owns OUSA (OUSA)
Which tracked institutional funds hold OUSA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OUSA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OUSA is one-sided between 2025-Q4 and 2026-Q1: 5 added or opened and 26 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OUSA’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes OUSA more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OUSA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 133 tracked filers holding OUSA, 55 increased or opened the position and 60 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OUSA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Independent Advisor Alliance$2M
- Ascentis Independent Advisors$850K
- CITADEL ADVISORS LLC$516K
Full exits 2
- WealthPlan Investment Management, LLC$2M
- Cresset Asset Management, LLC$784K
Largest adds
- GOLDMAN SACHS GROUP INC$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$709K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$242M
- AMERIPRISE FINANCIAL INC$25M
- MORGAN STANLEY$4M
- WELLS FARGO & COMPANY/MN$4M
- NewEdge Advisors, LLC$3M
- RAYMOND JAMES FINANCIAL INC$3M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 1,567,714 | $87M | 25.4% | 2026-Q1 |
| LPL Financial LLC added | 533,852 | $30M | 8.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 378,970 | $21M | 6.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 319,646 | $18M | 5.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 272,266 | $15M | 4.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 270,860 | $15M | 4.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 259,453 | $14M | 4.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 194,431 | $11M | 3.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 188,042 | $10M | 3.0% | 2026-Q1 |
| UBS Group AG trimmed | 186,778 | $10M | 3.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 112,054 | $6M | 1.8% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 107,882 | $6M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 97,598 | $5M | 1.6% | 2026-Q1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed | 83,949 | $5M | 1.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 77,751 | $4M | 1.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 77,201 | $4M | 1.3% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 76,003 | $4M | 1.2% | 2026-Q1 |
| &PARTNERS trimmed | 72,572 | $4M | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 64,810 | $4M | 1.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 57,505 | $3M | 0.9% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 56,785 | $3M | 0.9% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 55,709 | $3M | 0.9% | 2026-Q1 |
| ALPS ADVISORS INC | 55,610 | $3M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 48,777 | $3M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 36,064 | $2M | 0.6% | 2026-Q1 |
| Avant Capital LLC trimmed | 35,838 | $2M | 0.6% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 32,944 | $2M | 0.5% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 29,652 | $2M | 0.5% | 2026-Q1 |
| Caldwell Trust Co trimmed | 29,157 | $2M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,914 | $2M | 0.5% | 2026-Q1 |
| Apollon Financial, LLC trimmed | 28,640 | $2M | 0.5% | 2026-Q1 |
| Beaumont Financial Advisors, LLC trimmed | 26,822 | $1M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 25,594 | $1M | 0.4% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 25,201 | $1M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 25,261 | $1M | 0.4% | 2026-Q1 |
| Sovereign Financial Group, Inc. trimmed | 21,976 | $1M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 20,767 | $1M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 19,395 | $1M | 0.3% | 2026-Q1 |
| Tempo Wealth, LLC trimmed | 18,968 | $1M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 18,644 | $1M | 0.3% | 2026-Q1 |
| Capital Advisors, Ltd. LLC trimmed | 15,682 | $873K | 0.3% | 2026-Q1 |
| Ascentis Independent Advisors new | 15,262 | $850K | 0.2% | 2026-Q1 |
| Park Edge Advisors, LLC trimmed | 12,724 | $708K | 0.2% | 2026-Q1 |
| Compound Planning, Inc. added | 12,146 | $676K | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 10,934 | $609K | 0.2% | 2026-Q1 |
| BXM Wealth LLC added | 10,900 | $607K | 0.2% | 2026-Q1 |
| Grandview Asset Management LLC trimmed | 10,802 | $601K | 0.2% | 2026-Q1 |
| Mariner, LLC added | 9,848 | $548K | 0.2% | 2026-Q1 |
| Sigma Planning Corp trimmed | 9,620 | $536K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 9,271 | $516K | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 9,259 | $515K | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC | 9,062 | $504K | 0.1% | 2026-Q1 |
| Madison Wealth Partners, Inc added | 8,808 | $490K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 8,754 | $487K | 0.1% | 2026-Q1 |
| Intrepid Financial Planning Group LLC trimmed | 8,645 | $481K | 0.1% | 2026-Q1 |
| KERR FINANCIAL PLANNING Corp added | 8,414 | $481K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 8,362 | $466K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 8,100 | $451K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 46,454 | $449K | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. added | 7,921 | $441K | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 7,320 | $408K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 7,287 | $406K | 0.1% | 2026-Q1 |
| Creative Planning added | 7,273 | $405K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 7,376 | $405K | 0.1% | 2026-Q1 |
| Elmwood Wealth Management, Inc. added | 7,236 | $403K | 0.1% | 2026-Q1 |
| Burns Matteson Capital Management, LLC | 6,715 | $374K | 0.1% | 2026-Q1 |
| Beacon Financial Advisory LLC added | 6,676 | $372K | 0.1% | 2026-Q1 |
| FMR LLC added | 6,659 | $371K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 6,564 | $365K | 0.1% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 6,276 | $349K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 5,960 | $332K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 5,945 | $331K | 0.1% | 2026-Q1 |
| Symphony Financial Services, Inc. trimmed | 5,685 | $316K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 5,571 | $310K | 0.1% | 2026-Q1 |
| HIGHLAND CAPITAL MANAGEMENT, LLC trimmed | 5,280 | $294K | 0.1% | 2026-Q1 |
| LeClair Wealth Partners LLC new | 5,183 | $289K | 0.1% | 2026-Q1 |
| Blue Water Asset Management | 5,183 | $289K | 0.1% | 2026-Q1 |
| Capstone Wealth Management Group LLC | 5,130 | $286K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC added | 4,794 | $267K | 0.1% | 2026-Q1 |
| Next Level Private LLC | 4,641 | $258K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 4,452 | $248K | 0.1% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. added | 4,344 | $248K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 4,274 | $238K | 0.1% | 2026-Q1 |
| Hobbs Group Advisors, LLC added | 4,159 | $232K | 0.1% | 2026-Q1 |
| Nemes Rush Group LLC added | 4,035 | $225K | 0.1% | 2026-Q1 |
| WIN ADVISORS, INC trimmed | 47,804 | $3M | 0.7% | 2025-Q1 stale |
| WealthPlan Investment Management, LLC added | 35,510 | $2M | 0.6% | 2025-Q4 stale |
| Cresset Asset Management, LLC | 13,592 | $784K | 0.2% | 2025-Q4 stale |
| Newbridge Financial Services Group, Inc. added | 11,161 | $631K | 0.2% | 2025-Q3 stale |
| Cerity Partners LLC added | 8,216 | $474K | 0.1% | 2025-Q4 stale |
| ATLAS CAPITAL ADVISORS INC. added | 8,183 | $442K | 0.1% | 2025-Q2 stale |
| PARK AVENUE SECURITIES LLC | 7,619 | $440K | 0.1% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP trimmed | 7,300 | $421K | 0.1% | 2025-Q4 stale |
| SILVER OAK SECURITIES, INCORPORATED new | 7,009 | $396K | 0.1% | 2025-Q3 stale |
| Summit Financial, LLC trimmed | 6,550 | $378K | 0.1% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co added | 6,241 | $360K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP new | 6,053 | $342K | 0.1% | 2025-Q3 stale |
| Wisconsin Wealth Advisors, LLC new | 5,592 | $316K | 0.1% | 2025-Q3 stale |
| ACAS, LLC | 4,709 | $262K | 0.1% | 2025-Q2 stale |
| AQR CAPITAL MANAGEMENT LLC | 4,000 | $213K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.