HoldingsChannel.com
There is a long list of 76 institutional holders of OUSM within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of OUSM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-OUSM table below, the initial column indicates the name of each top institutional holder of OUSM, with a link to that fund's top holdings. The next columns indicate the amount of OUSM stock held by each of the institutional holders of OUSM, followed by the OUSM position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Ameriprise Financial Inc. | 979,785 | $38,389 | 12/31/2023 |
| OUSM | 979,785 | $38,389 | 12/31/2023 |
| Morgan Stanley | 731,735 | $28,669 | 12/31/2023 |
| OUSM | 731,735 | $28,669 | 12/31/2023 |
| Avantax Advisory Services Inc. | 596,693 | $25,401 | 03/31/2024 |
| OUSM | 596,693 | $25,401 | 03/31/2024 |
| Bank of America Corp DE | 436,020 | $17,083 | 12/31/2023 |
| OUSM | 436,020 | $17,083 | 12/31/2023 |
| Wells Fargo & Company MN | 431,557 | $16,908 | 12/31/2023 |
| OUSM | 431,557 | $16,908 | 12/31/2023 |
| LPL Financial LLC | 362,925 | $14,219 | 12/31/2023 |
| OUSM | 362,925 | $14,219 | 12/31/2023 |
| Stonehearth Capital Management LLC | 330,054 | $14,050 | 03/31/2024 |
| OUSM | 330,054 | $14,050 | 03/31/2024 |
| UBS Group AG | 347,765 | $13,625 | 12/31/2023 |
| OUSM | 347,765 | $13,625 | 12/31/2023 |
| Thrivent Financial for Lutherans | 311,887 | $12,220 | 12/31/2023 |
| OUSM | 311,887 | $12,220 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 257,406 | $10,958 | 03/31/2024 |
| OUSM | 257,406 | $10,958 | 03/31/2024 |
| Royal Bank of Canada | 167,993 | $6,582 | 12/31/2023 |
| OUSM | 167,993 | $6,582 | 12/31/2023 |
| Raymond James & Associates | 151,838 | $6,464 | 03/31/2024 |
| OUSM | 151,838 | $6,464 | 03/31/2024 |
| Fiduciary Planning LLC | 150,083 | $6,389 | 03/31/2024 |
| OUSM | 150,083 | $6,389 | 03/31/2024 |
| Stifel Financial Corp | 151,174 | $5,923 | 12/31/2023 |
| OUSM | 151,174 | $5,923 | 12/31/2023 |
| Commonwealth Equity Services LLC | 134,193 | $5,713 | 03/31/2024 |
| OUSM | 134,193 | $5,713 | 03/31/2024 |
| Axiom Financial Strategies LLC | 98,921 | $4,211 | 03/31/2024 |
| OUSM | 98,921 | $4,211 | 03/31/2024 |
| Kestra Private Wealth Services LLC | 90,679 | $3,860 | 03/31/2024 |
| OUSM | 90,679 | $3,860 | 03/31/2024 |
| Sheets Smith Wealth Management | 78,241 | $3,065 | 12/31/2023 |
| OUSM | 78,241 | $3,065 | 12/31/2023 |
| Sontag Advisory LLC | 64,000 | $2,724 | 03/31/2024 |
| OUSM | 64,000 | $2,724 | 03/31/2024 |
| Castle Wealth Management LLC | 63,163 | $2,689 | 03/31/2024 |
| OUSM | 63,163 | $2,689 | 03/31/2024 |
| Barnes Pettey Financial Advisors LLC | 63,095 | $2,686 | 03/31/2024 |
| OUSM | 63,095 | $2,686 | 03/31/2024 |
| Premier Path Wealth Partners LLC | 60,803 | $2,663 | 03/31/2024 |
| OUSM | 60,803 | $2,663 | 03/31/2024 |
| Advisor Group Holdings Inc. | 62,532 | $2,451 | 12/31/2023 |
| OUSM | 62,532 | $2,451 | 12/31/2023 |
| Private Advisor Group LLC | 57,104 | $2,431 | 03/31/2024 |
| OUSM | 57,104 | $2,431 | 03/31/2024 |
| Envestnet Asset Management Inc. | 49,701 | $1,947 | 12/31/2023 |
| OUSM | 49,701 | $1,947 | 12/31/2023 |
| Haverford Trust Co. | 44,255 | $1,884 | 03/31/2024 |
| OUSM | 44,255 | $1,884 | 03/31/2024 |
| Brown Advisory Inc. | 43,385 | $1,847 | 03/31/2024 |
| OUSM | 43,385 | $1,847 | 03/31/2024 |
| Level Four Advisory Services LLC | 46,201 | $1,810 | 12/31/2023 |
| OUSM | 46,201 | $1,810 | 12/31/2023 |
| JPMorgan Chase & Co. | 38,931 | $1,525 | 12/31/2023 |
| OUSM | 38,931 | $1,525 | 12/31/2023 |
| Park Edge Advisors LLC | 35,505 | $1,511 | 03/31/2024 |
| OUSM | 35,505 | $1,511 | 03/31/2024 |
| MML Investors Services LLC | 34,216 | $1,341 | 12/31/2023 |
| OUSM | 34,216 | $1,341 | 12/31/2023 |
| Gladstone Institutional Advisory LLC | 33,294 | $1,304 | 12/31/2023 |
| OUSM | 33,294 | $1,304 | 12/31/2023 |
| Clay Northam Wealth Management LLC | 30,342 | $1,292 | 03/31/2024 |
| OUSM | 30,342 | $1,292 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 31,553 | $1,236 | 12/31/2023 |
| OUSM | 31,553 | $1,236 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 25,887 | $1,102 | 03/31/2024 |
| OUSM | 25,887 | $1,102 | 03/31/2024 |
| Thoroughbred Financial Services LLC | 25,067 | $1,067 | 03/31/2024 |
| OUSM | 25,067 | $1,067 | 03/31/2024 |
| Empirical Asset Management LLC | 23,774 | $931 | 12/31/2023 |
| OUSM | 23,774 | $931 | 12/31/2023 |
| Susquehanna International Group LLP | 21,813 | $929 | 03/31/2024 |
| OUSM | 21,813 | $929 | 03/31/2024 |
| Sigma Planning Corp | 20,789 | $885 | 03/31/2024 |
| OUSM | 20,789 | $885 | 03/31/2024 |
| Stratos Wealth Partners LTD. | 19,669 | $837 | 03/31/2024 |
| OUSM | 19,669 | $837 | 03/31/2024 |
| Acorn Wealth Advisors LLC | 19,064 | $812 | 03/31/2024 |
| OUSM | 19,064 | $812 | 03/31/2024 |
| Secure Asset Management LLC | 17,816 | $758 | 03/31/2024 |
| OUSM | 17,816 | $758 | 03/31/2024 |
| Goldman Sachs Group Inc. | 17,612 | $690 | 12/31/2023 |
| OUSM | 17,612 | $690 | 12/31/2023 |
| Janney Montgomery Scott LLC | 12,984 | $553 | 03/31/2024 |
| OUSM | 12,984 | $553 | 03/31/2024 |
| Kestra Advisory Services LLC | 13,482 | $528 | 12/31/2023 |
| OUSM | 13,482 | $528 | 12/31/2023 |
| Cambridge Advisors Inc. | 10,222 | $435 | 03/31/2024 |
| OUSM | 10,222 | $435 | 03/31/2024 |
| HighTower Advisors LLC | 8,657 | $369 | 03/31/2024 |
| OUSM | 8,657 | $369 | 03/31/2024 |
| Capital Advisors Ltd. LLC | 8,280 | $352 | 03/31/2024 |
| OUSM | 8,280 | $352 | 03/31/2024 |
| Mutual Advisors LLC | 7,673 | $327 | 03/31/2024 |
| OUSM | 7,673 | $327 | 03/31/2024 |
| Cetera Advisor Networks LLC | 7,801 | $306 | 12/31/2023 |
| OUSM | 7,801 | $306 | 12/31/2023 |
See All: Funds Holding OUSM
See Details: Top 10 Hedge Funds Holding OUSM
Also See: OUSM Holdings Changes
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