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Institutional Holders of OUSA

There is a long list of 109 institutional holders of OUSA within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of OUSA by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-OUSA table below, the initial column indicates the name of each top institutional holder of OUSA, with a link to that fund's top holdings. The next columns indicate the amount of OUSA stock held by each of the institutional holders of OUSA, followed by the OUSA position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,451,796$66,913 12/31/2023
     OUSA1,451,796$66,913 12/31/2023
Wells Fargo & Company MN659,061$30,376 12/31/2023
     OUSA659,061$30,376 12/31/2023
LPL Financial LLC555,537$25,605 12/31/2023
     OUSA555,537$25,605 12/31/2023
Royal Bank of Canada543,352$25,043 12/31/2023
     OUSA543,352$25,043 12/31/2023
Bank of America Corp DE515,482$23,759 12/31/2023
     OUSA515,482$23,759 12/31/2023
Kestra Advisory Services LLC240,519$11,086 12/31/2023
     OUSA240,519$11,086 12/31/2023
UBS Group AG234,156$10,792 12/31/2023
     OUSA234,156$10,792 12/31/2023
Raymond James & Associates215,700$10,658 03/31/2024
     OUSA215,700$10,658 03/31/2024
We Are One Seven LLC199,496$9,195 12/31/2023
     OUSA199,496$9,195 12/31/2023
Envestnet Asset Management Inc.173,237$7,984 12/31/2023
     OUSA173,237$7,984 12/31/2023
Equitable Holdings Inc.144,054$6,639 12/31/2023
     OUSA144,054$6,639 12/31/2023
Advisor Group Holdings Inc.143,062$6,594 12/31/2023
     OUSA143,062$6,594 12/31/2023
Stifel Financial Corp118,532$5,463 12/31/2023
     OUSA118,532$5,463 12/31/2023
Beaumont Capital Management LLC110,130$5,076 12/31/2023
     OUSA110,130$5,076 12/31/2023
Private Advisor Group LLC102,256$4,713 12/31/2023
     OUSA102,256$4,713 12/31/2023
Ameriprise Financial Inc.77,178$3,557 12/31/2023
     OUSA77,178$3,557 12/31/2023
Raymond James Financial Services Advisors Inc.70,871$3,502 03/31/2024
     OUSA70,871$3,502 03/31/2024
Kestra Private Wealth Services LLC70,789$3,263 12/31/2023
     OUSA70,789$3,263 12/31/2023
MML Investors Services LLC70,502$3,249 12/31/2023
     OUSA70,502$3,249 12/31/2023
Stratos Wealth Partners LTD.51,486$2,544 03/31/2024
     OUSA51,486$2,544 03/31/2024
Commonwealth Equity Services LLC55,173$2,543 12/31/2023
     OUSA55,173$2,543 12/31/2023
Wealth Enhancement Advisory Services LLC51,208$2,530 03/31/2024
     OUSA51,208$2,530 03/31/2024
Beaumont Financial Advisors LLC49,959$2,303 12/31/2023
     OUSA49,959$2,303 12/31/2023
GWM Advisors LLC40,025$1,891 12/31/2023
     OUSA40,025$1,891 12/31/2023
DAVENPORT & Co LLC38,612$1,780 12/31/2023
     OUSA38,612$1,780 12/31/2023
Private Portfolio Partners LLC32,617$1,503 12/31/2023
     OUSA32,617$1,503 12/31/2023
Cetera Advisor Networks LLC31,885$1,470 12/31/2023
     OUSA31,885$1,470 12/31/2023
Secure Asset Management LLC31,638$1,458 12/31/2023
     OUSA31,638$1,458 12/31/2023
Apollon Financial LLC26,970$1,243 12/31/2023
     OUSA26,970$1,243 12/31/2023
Park Edge Advisors LLC24,760$1,223 03/31/2024
     OUSA24,760$1,223 03/31/2024
Rockefeller Capital Management L.P.24,700$1,138 12/31/2023
     OUSA24,700$1,138 12/31/2023
Sovereign Financial Group Inc.22,153$1,095 03/31/2024
     OUSA22,153$1,095 03/31/2024
ORG Partners LLC21,822$1,007 12/31/2023
     OUSA21,822$1,007 12/31/2023
Janney Montgomery Scott LLC20,946$965 12/31/2023
     OUSA20,946$965 12/31/2023
Astoria Portfolio Advisors LLC.19,834$934 03/31/2024
     OUSA19,834$934 03/31/2024
Retirement Group LLC19,457$897 12/31/2023
     OUSA19,457$897 12/31/2023
Capital Advisors Ltd. LLC17,013$841 03/31/2024
     OUSA17,013$841 03/31/2024
Kingsview Wealth Management LLC17,477$806 12/31/2023
     OUSA17,477$806 12/31/2023
Goldman Sachs Group Inc.17,151$790 12/31/2023
     OUSA17,151$790 12/31/2023
Axxcess Wealth Management LLC16,657$768 12/31/2023
     OUSA16,657$768 12/31/2023
Flagship Harbor Advisors LLC15,292$756 03/31/2024
     OUSA15,292$756 03/31/2024
Grandview Asset Management LLC14,650$724 03/31/2024
     OUSA14,650$724 03/31/2024
Diligent Investors LLC15,007$692 12/31/2023
     OUSA15,007$692 12/31/2023
Atria Wealth Solutions Inc.13,163$607 12/31/2023
     OUSA13,163$607 12/31/2023
Cambridge Investment Research Advisors Inc.11,020$545 03/31/2024
     OUSA11,020$545 03/31/2024
Focus Financial Network Inc.11,583$543 03/31/2024
     OUSA11,583$543 03/31/2024
Focus Financial Network Inc. ADV11,535$532 12/31/2023
     OUSA11,535$532 12/31/2023
Citadel Advisors LLC11,280$520 12/31/2023
     OUSA11,280$520 12/31/2023
Oppenheimer & Co. Inc.11,018$508 12/31/2023
     OUSA11,018$508 12/31/2023
USA Financial Portformulas Corp10,175$469 12/31/2023
     OUSA10,175$469 12/31/2023

See All: Funds Holding OUSA
See Details: Top 10 Hedge Funds Holding OUSA
Also See: OUSA Holdings Changes

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