Who owns OUSM
Which tracked institutional funds hold OUSM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OUSM company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 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
17 tracked funds added or opened OUSM while 24 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
OUSM’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 OUSM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in OUSM 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 125 tracked filers holding OUSM, 55 increased or opened the position and 63 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 OUSM 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 4
- Independent Advisor Alliance$4M
- Ascentis Independent Advisors$1M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$677K
- Strategic Financial Concepts, LLC$646K
Full exits 7
- FSA WEALTH PARTNERS, INC.$7M
- Axiom Financial Strategies, LLC$2M
- WealthPlan Investment Management, LLC$2M
- Arkadios Wealth Advisors$900K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$696K
- FLAGSTAR ADVISORS INC$682K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- Focus Partners Advisor Solutions, LLC$2M
- Brady Martz Wealth Solutions, LLC$2M
- Hamrick Investment Counsel, llc$2M
- GOLDMAN SACHS GROUP INC$2M
- ROYAL BANK OF CANADA$793K
Largest trims
- AMERIPRISE FINANCIAL INC$15M
- Thrivent Financial for Lutherans$11M
- WELLS FARGO & COMPANY/MN$5M
- LEVEL FOUR ADVISORY SERVICES, LLC$3M
- Willow Financial LLC$2M
- Cetera Investment Advisers$2M
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 | 1,642,739 | $72M | 11.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,582,414 | $69M | 11.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,438,718 | $63M | 10.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,042,102 | $46M | 7.4% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 880,733 | $39M | 6.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 571,141 | $25M | 4.1% | 2026-Q1 |
| UBS Group AG added | 526,740 | $23M | 3.8% | 2026-Q1 |
| Stonehearth Capital Management, LLC added | 368,027 | $16M | 2.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 345,754 | $15M | 2.5% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 297,014 | $13M | 2.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 272,184 | $12M | 1.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 226,649 | $10M | 1.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 141,566 | $6M | 1.0% | 2026-Q1 |
| Mason & Associates Inc added | 137,923 | $6M | 1.0% | 2026-Q1 |
| Hamrick Investment Counsel, llc added | 119,021 | $5M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 118,269 | $5M | 0.8% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. added | 115,564 | $5M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 105,742 | $5M | 0.8% | 2026-Q1 |
| CASTLE WEALTH MANAGEMENT LLC added | 104,881 | $5M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 105,860 | $5M | 0.7% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 98,848 | $4M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 98,283 | $4M | 0.7% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 96,443 | $4M | 0.7% | 2026-Q1 |
| Secure Asset Management, LLC added | 89,685 | $4M | 0.6% | 2026-Q1 |
| BEAM WEALTH ADVISORS, INC. added | 85,552 | $4M | 0.6% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 85,200 | $4M | 0.6% | 2026-Q1 |
| SHEETS SMITH WEALTH MANAGEMENT trimmed | 83,640 | $4M | 0.6% | 2026-Q1 |
| Premier Path Wealth Partners, LLC trimmed | 72,421 | $3M | 0.5% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 70,368 | $3M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 66,667 | $3M | 0.5% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 66,262 | $3M | 0.5% | 2026-Q1 |
| Brady Martz Wealth Solutions, LLC added | 65,827 | $3M | 0.5% | 2026-Q1 |
| Wealthspire Advisors, LLC | 64,638 | $3M | 0.5% | 2026-Q1 |
| Willow Financial LLC trimmed | 64,290 | $3M | 0.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 59,945 | $3M | 0.4% | 2026-Q1 |
| Advisory Services Network, LLC added | 58,977 | $3M | 0.4% | 2026-Q1 |
| Park Edge Advisors, LLC added | 58,695 | $3M | 0.4% | 2026-Q1 |
| Summit Financial Wealth Advisors, LLC added | 50,901 | $2M | 0.4% | 2026-Q1 |
| Clay Northam Wealth Management, LLC added | 47,044 | $2M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 45,350 | $2M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 44,991 | $2M | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 44,704 | $2M | 0.3% | 2026-Q1 |
| BROWN ADVISORY INC | 44,300 | $2M | 0.3% | 2026-Q1 |
| Haverford Trust Co | 44,255 | $2M | 0.3% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 41,725 | $2M | 0.3% | 2026-Q1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed | 39,781 | $2M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 37,615 | $2M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 30,243 | $1M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 27,323 | $1M | 0.2% | 2026-Q1 |
| Ascentis Independent Advisors new | 26,617 | $1M | 0.2% | 2026-Q1 |
| Fiduciary Planning LLC trimmed | 24,974 | $1M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 24,679 | $1M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 23,694 | $1M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 23,557 | $1M | 0.2% | 2026-Q1 |
| Beacon Financial Advisory LLC added | 21,225 | $928K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 19,809 | $866K | 0.1% | 2026-Q1 |
| Sigma Planning Corp trimmed | 19,754 | $864K | 0.1% | 2026-Q1 |
| Acorn Wealth Advisors, LLC trimmed | 19,414 | $849K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 18,279 | $800K | 0.1% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 16,849 | $737K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC trimmed | 15,643 | $723K | 0.1% | 2026-Q1 |
| TFO Wealth Partners, LLC | 15,528 | $679K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 15,476 | $677K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 15,225 | $666K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 15,045 | $658K | 0.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 14,762 | $646K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 14,168 | $609K | 0.1% | 2026-Q1 |
| HORAN Wealth, LLC | 13,597 | $595K | 0.1% | 2026-Q1 |
| National Wealth Management Group, LLC trimmed | 11,786 | $516K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 11,130 | $487K | 0.1% | 2026-Q1 |
| BXM Wealth LLC added | 10,940 | $479K | 0.1% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 10,768 | $471K | 0.1% | 2026-Q1 |
| Intrepid Financial Planning Group LLC added | 10,669 | $467K | 0.1% | 2026-Q1 |
| Nova Wealth Management, Inc. trimmed | 10,116 | $442K | 0.1% | 2026-Q1 |
| Mariner, LLC new | 9,930 | $434K | 0.1% | 2026-Q1 |
| Cambridge Advisors Inc. | 9,737 | $426K | 0.1% | 2026-Q1 |
| EVERPAR ADVISORS LLC trimmed | 9,344 | $409K | 0.1% | 2026-Q1 |
| Royal Palms Capital LLC trimmed | 9,280 | $406K | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 9,047 | $396K | 0.1% | 2026-Q1 |
| Ellsworth Advisors, LLC trimmed | 8,079 | $353K | 0.1% | 2026-Q1 |
| OneAscent Wealth Management LLC trimmed | 8,041 | $352K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 902,661 | $39M | 6.4% | 2025-Q2 stale |
| SPX Gestao de Recursos Ltda trimmed | 174,159 | $7M | 1.2% | 2025-Q1 stale |
| FSA WEALTH PARTNERS, INC. trimmed | 165,463 | $7M | 1.2% | 2025-Q4 stale |
| Duncan Williams Asset Management, LLC new | 107,934 | $5M | 0.8% | 2025-Q2 stale |
| Axiom Financial Strategies, LLC trimmed | 51,012 | $2M | 0.4% | 2025-Q4 stale |
| WealthPlan Investment Management, LLC added | 36,553 | $2M | 0.3% | 2025-Q4 stale |
| Arkadios Wealth Advisors new | 20,571 | $900K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 19,278 | $810K | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 15,905 | $696K | 0.1% | 2025-Q4 stale |
| FLAGSTAR ADVISORS INC trimmed | 15,593 | $682K | 0.1% | 2025-Q4 stale |
| Berkeley, Inc trimmed | 15,465 | $676K | 0.1% | 2025-Q4 stale |
| PUREfi Wealth, LLC added | 15,950 | $670K | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC added | 13,926 | $585K | 0.1% | 2025-Q1 stale |
| Horan Securities, Inc. added | 12,738 | $550K | 0.1% | 2025-Q2 stale |
| Concurrent Investment Advisors, LLC new | 8,984 | $388K | 0.1% | 2025-Q2 stale |
| Strategic Blueprint, LLC added | 8,501 | $357K | 0.1% | 2025-Q1 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 7,851 | $353K | 0.1% | 2025-Q4 stale |
| Crews Bank & Trust new | 7,831 | $338K | 0.1% | 2025-Q2 stale |
| Cresset Asset Management, LLC | 7,711 | $337K | 0.1% | 2025-Q4 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.