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Security record · archived quarter

OUSM

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
30Tracked holders
0Δ holders
9.11MShares held
$398.65MReported value
+1New positions
−1Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 -3 7.51M $356.85M +2 −5
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
Q2 2025 3 -1 54.37K $2.35M −1
Q1 2025 3 +2 132.01K $5.55M +2
Q4 2024 1 0 13.36K $584,230 +1 −1
Q3 2024 1 0 11.20K $504,784 +1 −1
Q2 2024 1 5.26K $216,746
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Ameriprise Financial Inc 1.93M $84.32M 0.0% n/c 1 SEC ↗
2 Ameriprise Financial Inc 1.93M $84.32M 0.0% n/c 1 SEC ↗
3 Ameriprise Financial Inc 1.93M $84.32M 0.0% n/c 1 SEC ↗
4 Morgan Stanley 1.65M -2.2% $72.10M 0.0% ▼ Trim 2 SEC ↗
5 Morgan Stanley 1.65M -2.2% $72.10M 0.0% ▼ Trim 2 SEC ↗
6 Raymond James Financial Inc 1.42M $62.17M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 1.42M $62.17M 0.0% n/c 1 SEC ↗
8 Cetera Investment Advisers 1.09M $47.73M 0.1% n/c 1 SEC ↗
9 LPL Financial LLC 610.97K $26.72M 0.0% n/c 1 SEC ↗
10 UBS Group AG 513.93K $22.48M 0.0% n/c 1 SEC ↗
11 Wells Fargo & Company/Mn 395.44K $17.30M 0.0% n/c 1 SEC ↗
12 Wells Fargo & Company/Mn 395.44K $17.30M 0.0% n/c 1 SEC ↗
13 Bank Of America Corp /De/ 349.48K $15.29M 0.0% n/c 1 SEC ↗
14 Bank Of America Corp /De/ 349.48K $15.29M 0.0% n/c 1 SEC ↗
15 Bank Of America Corp /De/ 349.48K $15.29M 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 208.52K $9.12M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 208.52K $9.12M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 208.52K $9.12M 0.0% n/c 1 SEC ↗
19 Stifel Financial Corp 184.02K $8.05M 0.0% n/c 1 SEC ↗
20 Two Sigma Investments 125.90K +65.7% $5.51M 0.0% ▲ Add 4 SEC ↗
21 Northwestern Mutual Wealth… 117.31K $5.13M 0.0% n/c 1 SEC ↗
22 Mml Investors Services, Llc 116.31K $5.09M 0.0% n/c 1 SEC ↗
23 Envestnet Asset Management Inc 93.03K $4.07M 0.0% n/c 1 SEC ↗
24 Jones Financial Companies Lllp 90.20K $3.95M 0.0% n/c 1 SEC ↗
25 Brown Advisory Inc 44.30K $1.94M 0.0% n/c 1 SEC ↗
26 Bank of New York Mellon Corp 37.28K $1.63M 0.0% n/c 1 SEC ↗
27 Bank of New York Mellon Corp 37.28K $1.63M 0.0% n/c 1 SEC ↗
28 Osaic Holdings, Inc. 27.50K $1.20M 0.0% n/c 1 SEC ↗
29 Osaic Holdings, Inc. 27.50K $1.20M 0.0% n/c 1 SEC ↗
30 JPMorgan Chase 22.66K -52.8% $991,367 0.0% ▼ Trim 2 SEC ↗
31 JPMorgan Chase 22.66K -52.8% $991,367 0.0% ▼ Trim 2 SEC ↗
32 Truist Financial Corp 21.69K $948,716 0.0% n/c 1 SEC ↗
33 Truist Financial Corp 21.69K $948,716 0.0% n/c 1 SEC ↗
34 Commonwealth Equity Services, Llc 19.41K $849,120 0.0% n/c 1 SEC ↗
35 Susquehanna International Group, Llp 15.90K $695,685 0.0% n/c 1 SEC ↗
36 Wealth Enhancement Advisory… 7.85K $352,574 0.0% n/c 1 SEC ↗
37 HighTower Advisors, LLC 7.61K $332,774 0.0% n/c 1 SEC ↗
38 Goldman Sachs Group 6.42K New $280,898 0.0% New 1 SEC ↗
39 Rockefeller Capital Management L.P. 4.73K $207,083 0.0% n/c 1 SEC ↗
40 Fidelity (FMR) 3.10K +21.3% $135,829 0.0% ▲ Add 3 SEC ↗
41 Pnc Financial Services Group, Inc. 1.40K $61,236 0.0% n/c 1 SEC ↗
42 Pnc Financial Services Group, Inc. 1.40K $61,236 0.0% n/c 1 SEC ↗
43 Assetmark, Inc 63 $2,756 0.0% n/c 1 SEC ↗
44 Qube Research & Technologies Ltd 31 $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 · Get this via the API