Security record · archived quarter
OUSA
name pending profile ingest
37Tracked holders
0Δ holders
4.11MShares held
$239.76MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | 0 | 4.11M | $239.76M | +2 | −2 |
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.54M | -1.6% | $90.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.54M | -1.6% | $90.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.54M | -1.6% | $90.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | LPL Financial LLC | 524.95K | -1.7% | $30.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 371.64K | -1.9% | $21.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 371.64K | -1.9% | $21.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 371.64K | -1.9% | $21.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 300.57K | -6.0% | $17.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 262.88K | -3.0% | $15.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 262.88K | -3.0% | $15.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 183.55K | -2.4% | $10.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 183.55K | -2.4% | $10.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 174.74K | -6.5% | $10.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 174.74K | -6.5% | $10.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 146.30K | -24.8% | $8.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 146.30K | -24.8% | $8.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 123.60K | +26.6% | $7.21M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 66.41K | +2.5% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 60.67K | +5.5% | $3.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Mml Investors Services, Llc | 53.60K | +9.9% | $3.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Stifel Financial Corp | 42.85K | -44.9% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 35.16K | -2.5% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 35.16K | -2.5% | $2.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 27.69K | +9.6% | $1.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 23.04K | -20.3% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 23.04K | -20.3% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 20.94K | +0.8% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 19.34K | -0.3% | $1.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Hrt Financial Lp | 18.22K | New | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 17.53K | +89.1% | $1.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 15.86K | -15.0% | $924,820 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 9.72K | +31.8% | $565,491 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 9.72K | +31.8% | $565,491 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 9.72K | +31.8% | $565,491 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 9.72K | +31.8% | $565,491 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Citigroup Inc | 9.54K | New | $556,410 | 0.0% | New | 1 | SEC ↗ |
| 37 | Truist Financial Corp | 9.31K | +0.5% | $542,804 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 8.73K | -0.2% | $509,531 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 8.10K | 0.0% | $472,473 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Creative Planning | 7.18K | -1.2% | $418,968 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 6.63K | -0.5% | $386,506 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 6.58K | +0.2% | $383,571 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 5.94K | -0.1% | $346,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 2.99K | +0.2% | $174,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Us Bancorp \De\ | 1.02K | 0.0% | $59,613 | 0.0% | Held | 3 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 500 | 0.0% | $29,401 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Blair William & Co/Il | 476 | +0.4% | $27,768 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | BlackRock ✦ (passive) | 416 | 0.0% | $24,265 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Assetmark, Inc | 403 | 0.0% | $23,507 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 91 | 0.0% | $5,288 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 91 | 0.0% | $5,288 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $1.06M | 0.0% |
| Citigroup Inc | $556,410 | 0.0% |
Exited
| Mariner, LLC | $548,245 | was 0.0% |
| Russell Investments Group… | $1,559 | 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: Q2 2026 ·
Methodology ·
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