Security record · archived quarter
OUSM
name pending profile ingest
30Tracked holders
0Δ holders
9.11MShares held
$398.65MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · 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 | 29 | -3 | 7.50M | $356.49M | +2 | −6 |
| Q1 2026 | 33 | +3 | 8.57M | $374.61M | +5 | −2 |
| Q4 2025 | 30 | 0 | 9.11M | $398.65M | +1 | −1 |
| Q3 2025 | 5 | 0 | 1.83M | $81.86M | n/a | n/a |
| Q2 2025 | 3 | -1 | 54.37K | $2.35M | n/a | −1 |
| Q1 2025 | 3 | +2 | 132.01K | $5.55M | +2 | n/a |
| Q4 2024 | 1 | 0 | 13.36K | $584,230 | +1 | −1 |
| Q3 2024 | 1 | 0 | 11.20K | $504,784 | +1 | −1 |
| Q2 2024 | 1 | n/a | 5.26K | $216,746 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.93M | n/a | $84.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 1.65M | -2.2% | $72.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 1.42M | n/a | $62.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 1.09M | n/a | $47.73M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 610.97K | n/a | $26.72M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 513.93K | n/a | $22.48M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 395.44K | n/a | $17.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Bank Of America Corp /De/ | 349.48K | n/a | $15.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Royal Bank Of Canada | 208.52K | n/a | $9.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Stifel Financial Corp | 184.02K | n/a | $8.05M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 125.90K | +65.7% | $5.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 117.31K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 116.31K | n/a | $5.09M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 93.03K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 90.20K | n/a | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Brown Advisory Inc | 44.30K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 37.28K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Osaic Holdings, Inc. | 27.50K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | JPMorgan Chase ✦ | 22.66K | -52.8% | $991,367 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Truist Financial Corp | 21.69K | n/a | $948,716 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Commonwealth Equity Services, Llc | 19.41K | n/a | $849,120 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 15.90K | n/a | $695,685 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 7.85K | n/a | $352,574 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 7.61K | n/a | $332,774 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 6.42K | New | $280,898 | 0.0% | New | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 4.73K | n/a | $207,083 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 3.10K | +21.3% | $135,829 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 1.40K | n/a | $61,236 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Assetmark, Inc | 63 | n/a | $2,756 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Qube Research & Technologies Ltd | 31 | n/a | $1,356 | 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
| Goldman Sachs Group | $280,898 | 0.0% |
Exited
| Citadel Advisors | $687,770 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 124 holders, 12.53M shares, $528.26M 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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