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Institutional Holders of OUSM

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Ameriprise Financial Inc.979,785$38,389 12/31/2023
     OUSM979,785$38,389 12/31/2023
Morgan Stanley731,735$28,669 12/31/2023
     OUSM731,735$28,669 12/31/2023
Bank of America Corp DE436,020$17,083 12/31/2023
     OUSM436,020$17,083 12/31/2023
Wells Fargo & Company MN431,557$16,908 12/31/2023
     OUSM431,557$16,908 12/31/2023
LPL Financial LLC362,925$14,219 12/31/2023
     OUSM362,925$14,219 12/31/2023
Stonehearth Capital Management LLC330,054$14,050 03/31/2024
     OUSM330,054$14,050 03/31/2024
UBS Group AG347,765$13,625 12/31/2023
     OUSM347,765$13,625 12/31/2023
Thrivent Financial for Lutherans311,887$12,220 12/31/2023
     OUSM311,887$12,220 12/31/2023
Avantax Advisory Services Inc.304,516$11,931 12/31/2023
     OUSM304,516$11,931 12/31/2023
Raymond James Financial Services Advisors Inc.257,406$10,958 03/31/2024
     OUSM257,406$10,958 03/31/2024
Royal Bank of Canada167,993$6,582 12/31/2023
     OUSM167,993$6,582 12/31/2023
Raymond James & Associates151,838$6,464 03/31/2024
     OUSM151,838$6,464 03/31/2024
Stifel Financial Corp151,174$5,923 12/31/2023
     OUSM151,174$5,923 12/31/2023
Fiduciary Planning LLC144,437$5,659 12/31/2023
     OUSM144,437$5,659 12/31/2023
Commonwealth Equity Services LLC130,368$5,108 12/31/2023
     OUSM130,368$5,108 12/31/2023
Axiom Financial Strategies LLC100,352$3,932 12/31/2023
     OUSM100,352$3,932 12/31/2023
Sheets Smith Wealth Management78,241$3,065 12/31/2023
     OUSM78,241$3,065 12/31/2023
Kestra Private Wealth Services LLC72,946$2,858 12/31/2023
     OUSM72,946$2,858 12/31/2023
Barnes Pettey Financial Advisors LLC68,799$2,696 12/31/2023
     OUSM68,799$2,696 12/31/2023
Premier Path Wealth Partners LLC60,803$2,663 03/31/2024
     OUSM60,803$2,663 03/31/2024
Sontag Advisory LLC64,000$2,508 12/31/2023
     OUSM64,000$2,508 12/31/2023
Advisor Group Holdings Inc.62,532$2,451 12/31/2023
     OUSM62,532$2,451 12/31/2023
Castle Wealth Management LLC61,714$2,418 12/31/2023
     OUSM61,714$2,418 12/31/2023
Private Advisor Group LLC57,729$2,262 12/31/2023
     OUSM57,729$2,262 12/31/2023
Haverford Trust Co.51,655$2,024 12/31/2023
     OUSM51,655$2,024 12/31/2023
Envestnet Asset Management Inc.49,701$1,947 12/31/2023
     OUSM49,701$1,947 12/31/2023
Brown Advisory Inc.43,385$1,847 03/31/2024
     OUSM43,385$1,847 03/31/2024
Level Four Advisory Services LLC46,201$1,810 12/31/2023
     OUSM46,201$1,810 12/31/2023
JPMorgan Chase & Co.38,931$1,525 12/31/2023
     OUSM38,931$1,525 12/31/2023
Park Edge Advisors LLC35,505$1,511 03/31/2024
     OUSM35,505$1,511 03/31/2024
MML Investors Services LLC34,216$1,341 12/31/2023
     OUSM34,216$1,341 12/31/2023
Gladstone Institutional Advisory LLC33,294$1,304 12/31/2023
     OUSM33,294$1,304 12/31/2023
Clay Northam Wealth Management LLC30,342$1,292 03/31/2024
     OUSM30,342$1,292 03/31/2024
Steward Partners Investment Advisory LLC31,553$1,236 12/31/2023
     OUSM31,553$1,236 12/31/2023
Cambridge Investment Research Advisors Inc.25,887$1,102 03/31/2024
     OUSM25,887$1,102 03/31/2024
FDx Advisors Inc.25,877$1,014 12/31/2023
     OUSM25,877$1,014 12/31/2023
ORG Partners LLC25,773$1,011 12/31/2023
     OUSM25,773$1,011 12/31/2023
Empirical Asset Management LLC23,774$931 12/31/2023
     OUSM23,774$931 12/31/2023
Stratos Wealth Partners LTD.19,669$837 03/31/2024
     OUSM19,669$837 03/31/2024
Thoroughbred Financial Services LLC21,364$837 12/31/2023
     OUSM21,364$837 12/31/2023
Acorn Wealth Advisors LLC19,064$812 03/31/2024
     OUSM19,064$812 03/31/2024
Goldman Sachs Group Inc.17,612$690 12/31/2023
     OUSM17,612$690 12/31/2023
Kestra Advisory Services LLC13,482$528 12/31/2023
     OUSM13,482$528 12/31/2023
Secure Asset Management LLC13,360$523 12/31/2023
     OUSM13,360$523 12/31/2023
Janney Montgomery Scott LLC12,984$509 12/31/2023
     OUSM12,984$509 12/31/2023
Susquehanna International Group LLP12,493$489 12/31/2023
     OUSM12,493$489 12/31/2023
Cambridge Advisors Inc.10,222$435 03/31/2024
     OUSM10,222$435 03/31/2024
Sigma Planning Corp9,921$389 12/31/2023
     OUSM9,921$389 12/31/2023
Capital Advisors Ltd. LLC8,280$352 03/31/2024
     OUSM8,280$352 03/31/2024
HighTower Advisors LLC8,727$345 12/31/2023
     OUSM8,727$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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