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There is a long list of 78 institutional holders of OUSM 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 OUSM by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-OUSM table below,
the initial column indicates the name of each top institutional holder of OUSM, with a link to that fund's top holdings. The next columns
indicate the amount of OUSM stock held by each of the institutional holders of OUSM, followed by the OUSM 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 |
Ameriprise Financial Inc. | 979,785 | $38,389 | 12/31/2023 | OUSM | 979,785 | $38,389 | 12/31/2023 | Morgan Stanley | 731,735 | $28,669 | 12/31/2023 | OUSM | 731,735 | $28,669 | 12/31/2023 | Bank of America Corp DE | 436,020 | $17,083 | 12/31/2023 | OUSM | 436,020 | $17,083 | 12/31/2023 | Wells Fargo & Company MN | 431,557 | $16,908 | 12/31/2023 | OUSM | 431,557 | $16,908 | 12/31/2023 | LPL Financial LLC | 362,925 | $14,219 | 12/31/2023 | OUSM | 362,925 | $14,219 | 12/31/2023 | Stonehearth Capital Management LLC | 330,054 | $14,050 | 03/31/2024 | OUSM | 330,054 | $14,050 | 03/31/2024 | UBS Group AG | 347,765 | $13,625 | 12/31/2023 | OUSM | 347,765 | $13,625 | 12/31/2023 | Thrivent Financial for Lutherans | 311,887 | $12,220 | 12/31/2023 | OUSM | 311,887 | $12,220 | 12/31/2023 | Avantax Advisory Services Inc. | 304,516 | $11,931 | 12/31/2023 | OUSM | 304,516 | $11,931 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 257,406 | $10,958 | 03/31/2024 | OUSM | 257,406 | $10,958 | 03/31/2024 | Royal Bank of Canada | 167,993 | $6,582 | 12/31/2023 | OUSM | 167,993 | $6,582 | 12/31/2023 | Raymond James & Associates | 151,838 | $6,464 | 03/31/2024 | OUSM | 151,838 | $6,464 | 03/31/2024 | Stifel Financial Corp | 151,174 | $5,923 | 12/31/2023 | OUSM | 151,174 | $5,923 | 12/31/2023 | Fiduciary Planning LLC | 144,437 | $5,659 | 12/31/2023 | OUSM | 144,437 | $5,659 | 12/31/2023 | Commonwealth Equity Services LLC | 130,368 | $5,108 | 12/31/2023 | OUSM | 130,368 | $5,108 | 12/31/2023 | Axiom Financial Strategies LLC | 100,352 | $3,932 | 12/31/2023 | OUSM | 100,352 | $3,932 | 12/31/2023 | Sheets Smith Wealth Management | 78,241 | $3,065 | 12/31/2023 | OUSM | 78,241 | $3,065 | 12/31/2023 | Kestra Private Wealth Services LLC | 72,946 | $2,858 | 12/31/2023 | OUSM | 72,946 | $2,858 | 12/31/2023 | Barnes Pettey Financial Advisors LLC | 68,799 | $2,696 | 12/31/2023 | OUSM | 68,799 | $2,696 | 12/31/2023 | Premier Path Wealth Partners LLC | 60,803 | $2,663 | 03/31/2024 | OUSM | 60,803 | $2,663 | 03/31/2024 | Sontag Advisory LLC | 64,000 | $2,508 | 12/31/2023 | OUSM | 64,000 | $2,508 | 12/31/2023 | Advisor Group Holdings Inc. | 62,532 | $2,451 | 12/31/2023 | OUSM | 62,532 | $2,451 | 12/31/2023 | Castle Wealth Management LLC | 61,714 | $2,418 | 12/31/2023 | OUSM | 61,714 | $2,418 | 12/31/2023 | Private Advisor Group LLC | 57,729 | $2,262 | 12/31/2023 | OUSM | 57,729 | $2,262 | 12/31/2023 | Haverford Trust Co. | 51,655 | $2,024 | 12/31/2023 | OUSM | 51,655 | $2,024 | 12/31/2023 | Envestnet Asset Management Inc. | 49,701 | $1,947 | 12/31/2023 | OUSM | 49,701 | $1,947 | 12/31/2023 | Brown Advisory Inc. | 43,385 | $1,847 | 03/31/2024 | OUSM | 43,385 | $1,847 | 03/31/2024 | Level Four Advisory Services LLC | 46,201 | $1,810 | 12/31/2023 | OUSM | 46,201 | $1,810 | 12/31/2023 | JPMorgan Chase & Co. | 38,931 | $1,525 | 12/31/2023 | OUSM | 38,931 | $1,525 | 12/31/2023 | Park Edge Advisors LLC | 35,505 | $1,511 | 03/31/2024 | OUSM | 35,505 | $1,511 | 03/31/2024 | MML Investors Services LLC | 34,216 | $1,341 | 12/31/2023 | OUSM | 34,216 | $1,341 | 12/31/2023 | Gladstone Institutional Advisory LLC | 33,294 | $1,304 | 12/31/2023 | OUSM | 33,294 | $1,304 | 12/31/2023 | Clay Northam Wealth Management LLC | 30,342 | $1,292 | 03/31/2024 | OUSM | 30,342 | $1,292 | 03/31/2024 | Steward Partners Investment Advisory LLC | 31,553 | $1,236 | 12/31/2023 | OUSM | 31,553 | $1,236 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 25,887 | $1,102 | 03/31/2024 | OUSM | 25,887 | $1,102 | 03/31/2024 | FDx Advisors Inc. | 25,877 | $1,014 | 12/31/2023 | OUSM | 25,877 | $1,014 | 12/31/2023 | ORG Partners LLC | 25,773 | $1,011 | 12/31/2023 | OUSM | 25,773 | $1,011 | 12/31/2023 | Empirical Asset Management LLC | 23,774 | $931 | 12/31/2023 | OUSM | 23,774 | $931 | 12/31/2023 | Stratos Wealth Partners LTD. | 19,669 | $837 | 03/31/2024 | OUSM | 19,669 | $837 | 03/31/2024 | Thoroughbred Financial Services LLC | 21,364 | $837 | 12/31/2023 | OUSM | 21,364 | $837 | 12/31/2023 | Acorn Wealth Advisors LLC | 19,064 | $812 | 03/31/2024 | OUSM | 19,064 | $812 | 03/31/2024 | Goldman Sachs Group Inc. | 17,612 | $690 | 12/31/2023 | OUSM | 17,612 | $690 | 12/31/2023 | Kestra Advisory Services LLC | 13,482 | $528 | 12/31/2023 | OUSM | 13,482 | $528 | 12/31/2023 | Secure Asset Management LLC | 13,360 | $523 | 12/31/2023 | OUSM | 13,360 | $523 | 12/31/2023 | Janney Montgomery Scott LLC | 12,984 | $509 | 12/31/2023 | OUSM | 12,984 | $509 | 12/31/2023 | Susquehanna International Group LLP | 12,493 | $489 | 12/31/2023 | OUSM | 12,493 | $489 | 12/31/2023 | Cambridge Advisors Inc. | 10,222 | $435 | 03/31/2024 | OUSM | 10,222 | $435 | 03/31/2024 | Sigma Planning Corp | 9,921 | $389 | 12/31/2023 | OUSM | 9,921 | $389 | 12/31/2023 | Capital Advisors Ltd. LLC | 8,280 | $352 | 03/31/2024 | OUSM | 8,280 | $352 | 03/31/2024 | HighTower Advisors LLC | 8,727 | $345 | 12/31/2023 | OUSM | 8,727 | $345 | 12/31/2023 |
See All: Funds Holding OUSM
See Details: Top 10 Hedge Funds Holding OUSM
Also See: OUSM Holdings Changes
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