Security record · archived quarter
OUSM
name pending profile ingest
30Tracked holders
-3Δ holders
7.51MShares held
$356.85MReported value
+2New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -9.1% ·
share flow -12.3% ·
net new positions -10.0%
— formula
Broad distribution — falling shares and fewer holders
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 | 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.51M | -4.8% | $71.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 1.51M | -4.8% | $71.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 1.51M | -4.8% | $71.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.39M | -3.3% | $66.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.39M | -3.3% | $66.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.26M | -23.2% | $59.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.26M | -23.2% | $59.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.26M | -23.2% | $59.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Cetera Investment Advisers | 1.10M | +5.5% | $52.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 537.45K | -5.9% | $25.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 303.82K | -12.1% | $14.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 303.82K | -12.1% | $14.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 254.06K | -6.7% | $12.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 254.06K | -6.7% | $12.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | UBS Group AG | 234.12K | -55.5% | $11.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | UBS Group AG | 234.12K | -55.5% | $11.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 191.66K | -15.4% | $9.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 191.66K | -15.4% | $9.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 114.50K | +8.3% | $5.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 101.03K | -4.6% | $4.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 97.11K | -1.2% | $4.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 94.45K | -20.1% | $4.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 83.03K | -41.4% | $3.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Brown Advisory Inc | 44.30K | 0.0% | $2.11M | 0.0% | Held | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 37.72K | +0.3% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 37.72K | +0.3% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 37.72K | +0.3% | $1.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 30.84K | -31.5% | $1.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 25.57K | +3.6% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 25.57K | +3.6% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 25.37K | New | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 32 | Susquehanna International Group, Llp | 25.37K | New | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 16.09K | -11.9% | $764,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 15.48K | 0.0% | $735,420 | 0.0% | Held | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 15.29K | +7.9% | $723,218 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 15.29K | +7.9% | $723,218 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Hrt Financial Lp | 9.01K | New | $428,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 7.61K | 0.0% | $361,532 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 6.95K | +61.7% | $330,418 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Rockefeller Capital Management L.P. | 4.75K | +0.2% | $226,003 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.40K | 0.0% | $66,528 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 1.40K | 0.0% | $66,528 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Fifth Third Bancorp | 1.30K | -14.5% | $61,871 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Qube Research & Technologies Ltd | 343 | +261.1% | $16,299 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Assetmark, Inc | 27 | 0.0% | $1,283 | 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
| Susquehanna International… | $1.21M | 0.0% |
| Susquehanna International… | $1.21M | 0.0% |
| Hrt Financial Lp | $428,000 | 0.0% |
Exited
| Two Sigma Investments | $3.73M | was 0.0% |
| Truist Financial Corp | $658,070 | was 0.0% |
| Jane Street Group, Llc | $486,826 | was 0.0% |
| Mariner, LLC | $434,338 | was 0.0% |
| Citadel Advisors | $332,249 | 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: Q2 2026 ·
Methodology ·
Get this via the API