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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Morgan Stanley | 1,451,796 | $66,913 | 12/31/2023 | OUSA | 1,451,796 | $66,913 | 12/31/2023 | Wells Fargo & Company MN | 659,061 | $30,376 | 12/31/2023 | OUSA | 659,061 | $30,376 | 12/31/2023 | LPL Financial LLC | 555,537 | $25,605 | 12/31/2023 | OUSA | 555,537 | $25,605 | 12/31/2023 | Royal Bank of Canada | 543,352 | $25,043 | 12/31/2023 | OUSA | 543,352 | $25,043 | 12/31/2023 | Bank of America Corp DE | 515,482 | $23,759 | 12/31/2023 | OUSA | 515,482 | $23,759 | 12/31/2023 | Kestra Advisory Services LLC | 240,519 | $11,086 | 12/31/2023 | OUSA | 240,519 | $11,086 | 12/31/2023 | UBS Group AG | 234,156 | $10,792 | 12/31/2023 | OUSA | 234,156 | $10,792 | 12/31/2023 | Raymond James & Associates | 215,700 | $10,658 | 03/31/2024 | OUSA | 215,700 | $10,658 | 03/31/2024 | We Are One Seven LLC | 199,496 | $9,195 | 12/31/2023 | OUSA | 199,496 | $9,195 | 12/31/2023 | Envestnet Asset Management Inc. | 173,237 | $7,984 | 12/31/2023 | OUSA | 173,237 | $7,984 | 12/31/2023 | Equitable Holdings Inc. | 144,054 | $6,639 | 12/31/2023 | OUSA | 144,054 | $6,639 | 12/31/2023 | Advisor Group Holdings Inc. | 143,062 | $6,594 | 12/31/2023 | OUSA | 143,062 | $6,594 | 12/31/2023 | Stifel Financial Corp | 118,532 | $5,463 | 12/31/2023 | OUSA | 118,532 | $5,463 | 12/31/2023 | Beaumont Capital Management LLC | 110,130 | $5,076 | 12/31/2023 | OUSA | 110,130 | $5,076 | 12/31/2023 | Private Advisor Group LLC | 102,256 | $4,713 | 12/31/2023 | OUSA | 102,256 | $4,713 | 12/31/2023 | Ameriprise Financial Inc. | 77,178 | $3,557 | 12/31/2023 | OUSA | 77,178 | $3,557 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 70,871 | $3,502 | 03/31/2024 | OUSA | 70,871 | $3,502 | 03/31/2024 | Kestra Private Wealth Services LLC | 70,789 | $3,263 | 12/31/2023 | OUSA | 70,789 | $3,263 | 12/31/2023 | MML Investors Services LLC | 70,502 | $3,249 | 12/31/2023 | OUSA | 70,502 | $3,249 | 12/31/2023 | Stratos Wealth Partners LTD. | 51,486 | $2,544 | 03/31/2024 | OUSA | 51,486 | $2,544 | 03/31/2024 | Commonwealth Equity Services LLC | 55,173 | $2,543 | 12/31/2023 | OUSA | 55,173 | $2,543 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 51,208 | $2,530 | 03/31/2024 | OUSA | 51,208 | $2,530 | 03/31/2024 | Beaumont Financial Advisors LLC | 49,959 | $2,303 | 12/31/2023 | OUSA | 49,959 | $2,303 | 12/31/2023 | GWM Advisors LLC | 40,025 | $1,891 | 12/31/2023 | OUSA | 40,025 | $1,891 | 12/31/2023 | DAVENPORT & Co LLC | 38,612 | $1,780 | 12/31/2023 | OUSA | 38,612 | $1,780 | 12/31/2023 | Private Portfolio Partners LLC | 32,617 | $1,503 | 12/31/2023 | OUSA | 32,617 | $1,503 | 12/31/2023 | Cetera Advisor Networks LLC | 31,885 | $1,470 | 12/31/2023 | OUSA | 31,885 | $1,470 | 12/31/2023 | Secure Asset Management LLC | 31,638 | $1,458 | 12/31/2023 | OUSA | 31,638 | $1,458 | 12/31/2023 | Apollon Financial LLC | 26,970 | $1,243 | 12/31/2023 | OUSA | 26,970 | $1,243 | 12/31/2023 | Park Edge Advisors LLC | 24,760 | $1,223 | 03/31/2024 | OUSA | 24,760 | $1,223 | 03/31/2024 | Rockefeller Capital Management L.P. | 24,700 | $1,138 | 12/31/2023 | OUSA | 24,700 | $1,138 | 12/31/2023 | Sovereign Financial Group Inc. | 22,153 | $1,095 | 03/31/2024 | OUSA | 22,153 | $1,095 | 03/31/2024 | ORG Partners LLC | 21,822 | $1,007 | 12/31/2023 | OUSA | 21,822 | $1,007 | 12/31/2023 | Janney Montgomery Scott LLC | 20,946 | $965 | 12/31/2023 | OUSA | 20,946 | $965 | 12/31/2023 | Astoria Portfolio Advisors LLC. | 19,834 | $934 | 03/31/2024 | OUSA | 19,834 | $934 | 03/31/2024 | Retirement Group LLC | 19,457 | $897 | 12/31/2023 | OUSA | 19,457 | $897 | 12/31/2023 | Capital Advisors Ltd. LLC | 17,013 | $841 | 03/31/2024 | OUSA | 17,013 | $841 | 03/31/2024 | Kingsview Wealth Management LLC | 17,477 | $806 | 12/31/2023 | OUSA | 17,477 | $806 | 12/31/2023 | Goldman Sachs Group Inc. | 17,151 | $790 | 12/31/2023 | OUSA | 17,151 | $790 | 12/31/2023 | Axxcess Wealth Management LLC | 16,657 | $768 | 12/31/2023 | OUSA | 16,657 | $768 | 12/31/2023 | Flagship Harbor Advisors LLC | 15,292 | $756 | 03/31/2024 | OUSA | 15,292 | $756 | 03/31/2024 | Grandview Asset Management LLC | 14,650 | $724 | 03/31/2024 | OUSA | 14,650 | $724 | 03/31/2024 | Diligent Investors LLC | 15,007 | $692 | 12/31/2023 | OUSA | 15,007 | $692 | 12/31/2023 | Atria Wealth Solutions Inc. | 13,163 | $607 | 12/31/2023 | OUSA | 13,163 | $607 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 11,020 | $545 | 03/31/2024 | OUSA | 11,020 | $545 | 03/31/2024 | Focus Financial Network Inc. | 11,583 | $543 | 03/31/2024 | OUSA | 11,583 | $543 | 03/31/2024 | Focus Financial Network Inc. ADV | 11,535 | $532 | 12/31/2023 | OUSA | 11,535 | $532 | 12/31/2023 | Citadel Advisors LLC | 11,280 | $520 | 12/31/2023 | OUSA | 11,280 | $520 | 12/31/2023 | Oppenheimer & Co. Inc. | 11,018 | $508 | 12/31/2023 | OUSA | 11,018 | $508 | 12/31/2023 | USA Financial Portformulas Corp | 10,175 | $469 | 12/31/2023 | OUSA | 10,175 | $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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