Security record · archived quarter
OUSA
name pending profile ingest
38Tracked holders
0Δ holders
4.78MShares held
$275.86MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.9% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | 0 | 4.10M | $239.25M | +2 | −3 |
| Q1 2026 | 38 | 0 | 4.22M | $234.96M | +3 | −3 |
| Q4 2025 | 38 | 0 | 4.78M | $275.86M | +1 | −1 |
| Q3 2025 | 6 | 0 | 1.68M | $95.21M | — | — |
| Q2 2025 | 3 | +1 | 46.48K | $2.51M | +2 | −1 |
| Q1 2025 | 1 | 0 | 4.00K | $212,880 | — | — |
| Q4 2024 | 1 | -1 | 4.00K | $212,480 | — | −1 |
| Q3 2024 | 2 | +1 | 29.77K | $1.61M | +1 | — |
| Q2 2024 | 1 | — | 9.26K | $459,632 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.59M | +2.4% | $91.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 528.60K | — | $30.50M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 461.63K | — | $26.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 399.92K | — | $23.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Royal Bank Of Canada | 329.89K | — | $19.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 323.08K | — | $18.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 233.08K | — | $13.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Rockefeller Capital Management L.P. | 197.15K | — | $11.38M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | UBS Group AG | 192.03K | — | $11.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Stifel Financial Corp | 92.43K | — | $5.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wealth Enhancement Advisory… | 68.50K | — | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 65.51K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 63.18K | — | $3.65M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 50.31K | — | $2.90M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 31.53K | -58.8% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 24.12K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Cetera Investment Advisers | 20.53K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 19.85K | — | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 15.62K | — | $900,986 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 9.33K | — | $538,441 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 8.77K | — | $506,262 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cerity Partners LLC | 8.22K | — | $474,063 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 7.72K | — | $445,218 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 7.30K | -69.5% | $421,210 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Creative Planning | 7.18K | — | $414,190 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 7.11K | -50.0% | $410,016 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Mercer Global Advisors Inc /Adv | 6.55K | — | $378,075 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 5.50K | — | $317,367 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 4.28K | +0.7% | $246,647 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Us Bancorp \De\ | 1.02K | — | $58,969 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Blair William & Co/Il | 473 | — | $27,268 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 416 | New | $24,003 | 0.0% | New | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 310 | — | $17,887 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cwm, Llc | 300 | — | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 140 | — | $8,078 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 91 | — | $5,231 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Assetmark, Inc | 51 | — | $2,943 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 37 | — | $2,135 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $24,003 | 0.0% |
Exited
| Citadel Advisors | $729,875 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 132 holders, 6.06M shares, $332.55M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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