OUSM Institutional Ownership
Who owns OUSM and what the big funds did with it last quarter, from every SEC 13F filing. 125 funds reported holding OUSM at Jun 30, 2026.
- ▼47 buying vs 67 selling
- ▼Shares held by funds -7.2%
- ●Funds holding +0
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 125 | 125 | 0.0% |
| In funds' top 10 | 2 | 2 | 0.0% |
| 13F shares | 11.6M | 12.5M | −7.2% |
| Held by funds | – | – | – |
| New positions | 14 | 13 | +7.7% |
| Increased | 33 | 38 | −13.2% |
| Reduced | 53 | 48 | +10.4% |
| Sold out | 14 | 11 | +27.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in OUSM
All superinvestors →
Who owns OUSM
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds48.4%
- Banks and brokers51.6%
- Pensions, insurers and other0.0%
The top 10 holders own 68.2% of all OUSM shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
78 funds changed their position- Thrivent Financial for LutheransAdded+247K sh
- Fsa Wealth Partners, Inc.Sold out−210K sh
- UBS Group AGTrimmed−108K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−97K sh
- Allworth Financial LPNew+62K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | – | 1.5M | $71.5M | −77K |
| 2 | Raymond James Financial Inc | – | 1.4M | $66.1M | −48K |
| 3 | Morgan Stanley | – | 1.3M | $59.9M | −382K |
| 4 | Cetera Investment Advisers | – | 1.1M | $52.2M | +57K |
| 5 | Sanctuary Advisors, LLC | – | 898K | $42.7M | +17K |
| 6 | LPL Financial LLC | – | 537K | $25.5M | −34K |
| 7 | Stonehearth Capital Management, LLC | – | 378K | $18M | +9,756 |
| 8 | Thrivent Financial for Lutherans | – | 306K | $14.5M | +9,020 |
| 9 | Bank of America Corp /de/ | – | 304K | $14.4M | −42K |
| 10 | Wells Fargo & Company/mn | – | 254K | $12.1M | −18K |
- Fsa Wealth Partners, Inc.+210K sh+$10M
- Steward Partners Investment Advisory, LLC+109K sh+$5.2M
- Cambridge Investment Research Advisors, Inc.+68K sh+$3.3M
- Park Edge Advisors, LLC+68K sh+$3.3M
- Cetera Investment Advisers+57K sh+$2.7M
- O'Shaughnessy Asset Management, LLC+32K sh+$1.5M
- Susquehanna International Group, LLP+25K sh+$1.2M
- Sanctuary Advisors, LLC+17K sh+$831K
- Morgan Stanley−382K sh−$18.1M
- UBS Group AG−293K sh−$13.9M
- Kickstand Ventures, Llc.−116K sh−$5.1M
- Independent Advisor Alliance−96K sh−$4.2M
- Two Sigma Investments, LP−85K sh−$3.7M
- Ameriprise Financial Inc−77K sh−$3.6M
- Stifel Financial Corp−59K sh−$2.8M
- Raymond James Financial Inc−48K sh−$2.3M
OUSM institutional ownership FAQ
Who owns the most OUSM stock?
In Q2 2026 13F filings the largest holder of OUSM was Ameriprise Financial Inc, followed by Raymond James Financial Inc and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of OUSM is owned by institutions?
125 funds reported holding 11.6M OUSM shares at Jun 30, 2026.
Are hedge funds buying OUSM?
In Q2 2026, 47 funds bought OUSM (14 of them new positions) and 67 sold (14 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for OUSM is bearish.
What is OUSM's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this OUSM ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.