OUSM(OUSM)
OUSM
Institutional Ownership
Top 154 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 1.64M | Mar 31, 26 | -5.67K | 8.92% |
| AMERIPRISE FINANCIAL INC | 1.58M | Mar 31, 26 | -345.37K | 8.60% |
| RAYMOND JAMES FINANCIAL INC | 1.44M | Mar 31, 26 | +17.43K | 7.82% |
| Cetera Investment Advisers | 1.04M | Mar 31, 26 | -49.11K | 5.66% |
| Sanctuary Advisors, LLC | 880.73K | Mar 31, 26 | -4.04K | 4.78% |
| LPL Financial LLC | 571.14K | Mar 31, 26 | -39.83K | 3.10% |
| UBS Group AG | 526.74K | Mar 31, 26 | +12.81K | 2.86% |
| Stonehearth Capital Management, LLC | 368.03K | Mar 31, 26 | +25 | 2.00% |
| BANK OF AMERICA CORP /DE/ | 345.75K | Mar 31, 26 | -3.73K | 1.88% |
| THRIVENT FINANCIAL FOR LUTHERANS | 297.01K | Mar 31, 26 | -247.41K | 1.61% |
| WELLS FARGO & COMPANY/MN | 272.18K | Mar 31, 26 | -123.25K | 1.48% |
| ROYAL BANK OF CANADA | 226.65K | Mar 31, 26 | +18.13K | 1.23% |
| STIFEL FINANCIAL CORP | 141.57K | Mar 31, 26 | -42.46K | 0.77% |
| Mason & Associates Inc | 137.92K | Mar 31, 26 | +7.65K | 0.75% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 118.27K | Mar 31, 26 | +955 | 0.64% |
| KICKSTAND VENTURES, LLC. | 115.56K | Mar 31, 26 | +2.63K | 0.63% |
| JONES FINANCIAL COMPANIES LLLP | 105.86K | Mar 31, 26 | +15.66K | 0.58% |
| MML INVESTORS SERVICES, LLC | 105.74K | Mar 31, 26 | -10.57K | 0.57% |
| CASTLE WEALTH MANAGEMENT LLC | 104.88K | Mar 31, 26 | +6.48K | 0.57% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 98.85K | Mar 31, 26 | -61.56K | 0.54% |
| ENVESTNET ASSET MANAGEMENT INC | 98.28K | Mar 31, 26 | +5.25K | 0.53% |
| Independent Advisor Alliance | 96.44K | Mar 31, 26 | +96.44K | 0.52% |
| Secure Asset Management, LLC | 89.69K | Mar 31, 26 | +8.98K | 0.49% |
| BEAM WEALTH ADVISORS, INC. | 85.55K | Mar 31, 26 | +16.95K | 0.46% |
| TWO SIGMA INVESTMENTS, LP | 85.20K | Mar 31, 26 | -40.70K | 0.46% |
| SHEETS SMITH WEALTH MANAGEMENT | 83.64K | Mar 31, 26 | -4.48K | 0.45% |
| Premier Path Wealth Partners, LLC | 72.42K | Mar 31, 26 | -9.67K | 0.39% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 70.37K | Mar 31, 26 | +1.83K | 0.38% |
| Cambridge Investment Research Advisors, Inc. | 66.67K | Mar 31, 26 | +3.84K | 0.36% |
| Buckingham Strategic Partners | 66.26K | Mar 31, 26 | +56.27K | 0.36% |
| Brady Martz Wealth Solutions, LLC | 65.83K | Mar 31, 26 | +56.27K | 0.36% |
| Wealthspire Advisors, LLC | 64.64K | Mar 31, 26 | -- | 0.35% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 59.95K | Mar 31, 26 | -4.81K | 0.33% |
| Advisory Services Network, LLC | 58.98K | Mar 31, 26 | +2.57K | 0.32% |
| Park Edge Advisors, LLC | 58.70K | Mar 31, 26 | +259 | 0.32% |
| Summit Financial Wealth Advisors, LLC | 50.90K | Mar 31, 26 | +2.76K | 0.28% |
| Clay Northam Wealth Management, LLC | 47.04K | Mar 31, 26 | +13.66K | 0.26% |
| Private Advisor Group, LLC | 45.35K | Mar 31, 26 | -1.51K | 0.25% |
| GOLDMAN SACHS GROUP INC | 44.99K | Mar 31, 26 | +38.57K | 0.24% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 44.70K | Mar 31, 26 | -3.06K | 0.24% |
| BROWN ADVISORY INC | 44.30K | Mar 31, 26 | -- | 0.24% |
| Haverford Trust Co | 44.26K | Mar 31, 26 | -- | 0.24% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 41.73K | Mar 31, 26 | +283 | 0.23% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 39.78K | Mar 31, 26 | -10.23K | 0.22% |
| Bank of New York Mellon Corp | 37.62K | Mar 31, 26 | +335 | 0.20% |
| Equitable Holdings, Inc. | 30.24K | Mar 31, 26 | -27.35K | 0.16% |
| Janney Montgomery Scott LLC | 27.32K | Mar 31, 26 | +702 | 0.15% |
| Golden State Equity Partners | 26.62K | Mar 31, 26 | +26.62K | 0.14% |
| Fiduciary Planning LLC | 24.97K | Mar 31, 26 | -1.08K | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 24.68K | Mar 31, 26 | -2.82K | 0.13% |
| Gladstone Institutional Advisory LLC | 23.69K | Mar 31, 26 | +403 | 0.13% |
| Stratos Wealth Partners, LTD. | 23.56K | Mar 31, 26 | -178 | 0.13% |
| Beacon Financial Advisory LLC | 21.23K | Mar 31, 26 | +492 | 0.12% |
| Steward Partners Investment Advisory, LLC | 19.81K | Mar 31, 26 | -1.42K | 0.11% |
| Sigma Planning Corp | 19.75K | Mar 31, 26 | -696 | 0.11% |
| Acorn Wealth Advisors, LLC | 19.41K | Mar 31, 26 | -91 | 0.11% |
| COMMONWEALTH EQUITY SERVICES, LLC | 18.28K | Mar 31, 26 | -1.13K | 0.10% |
| Mutual Advisors, LLC | 16.85K | Mar 31, 26 | -1.49K | 0.09% |
| VestGen Advisors, LLC | 15.64K | Mar 31, 26 | -1.05K | 0.08% |
| TFO-TDC, LLC | 15.53K | Mar 31, 26 | -- | 0.08% |
| UBS ASSET MANAGEMENT AMERICAS INC | 15.48K | Mar 31, 26 | +15.48K | 0.08% |
| Apollon Wealth Management, LLC | 15.22K | Mar 31, 26 | +27 | 0.08% |
| TRUIST FINANCIAL CORP | 15.04K | Mar 31, 26 | -6.64K | 0.08% |
| Strategic Financial Concepts, LLC | 14.76K | Mar 31, 26 | +14.76K | 0.08% |
| JPMORGAN CHASE & CO | 14.17K | Mar 31, 26 | -8.50K | 0.08% |
| HORAN Wealth, LLC | 13.60K | Mar 31, 26 | -- | 0.07% |
| National Wealth Management Group, LLC | 11.79K | Mar 31, 26 | -2.49K | 0.06% |
| JANE STREET GROUP, LLC | 11.13K | Mar 31, 26 | +11.13K | 0.06% |
| BXM Wealth LLC | 10.94K | Mar 31, 26 | +1.19K | 0.06% |
| CARY STREET PARTNERS FINANCIAL LLC | 10.77K | Mar 31, 26 | -345 | 0.06% |
| Intrepid Financial Planning Group LLC | 10.67K | Mar 31, 26 | +908 | 0.06% |
| Nova Wealth Management, Inc. | 10.12K | Mar 31, 26 | -115 | 0.05% |
| Mariner, LLC | 9.93K | Mar 31, 26 | +9.93K | 0.05% |
| Cambridge Advisors Inc. | 9.74K | Mar 31, 26 | -- | 0.05% |
| EVERPAR ADVISORS LLC | 9.34K | Mar 31, 26 | -3.54K | 0.05% |
| Dynamic Advisor Solutions LLC | 9.05K | Mar 31, 26 | -621 | 0.05% |
| Ellsworth Advisors, LLC | 8.08K | Mar 31, 26 | -436 | 0.04% |
| OneAscent Wealth Management LLC | 8.04K | Mar 31, 26 | -2.54K | 0.04% |
| HighTower Advisors, LLC | 7.61K | Mar 31, 26 | -- | 0.04% |
| CITADEL ADVISORS LLC | 7.60K | Mar 31, 26 | +7.60K | 0.04% |
| Capital Advisors, Ltd. LLC | 7.25K | Mar 31, 26 | +6 | 0.04% |
| ACCREDITED INVESTOR SERVICES, LLC | 7.16K | Mar 31, 26 | +536 | 0.04% |
| PARK AVENUE SECURITIES LLC | 6.84K | Mar 31, 26 | -24.97K | 0.04% |
| Ausdal Financial Partners, Inc. | 6.13K | Mar 31, 26 | -1.64K | 0.03% |
| Blue Chip Partners, LLC | 6.08K | Mar 31, 26 | -631 | 0.03% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6.05K | Mar 31, 26 | +512 | 0.03% |
| Diligent Investors, LLC | 5.48K | Mar 31, 26 | -- | 0.03% |
| Prasad Wealth Partners, LLC | 5.16K | Mar 31, 26 | -2.82K | 0.03% |
| Aptus Capital Advisors, LLC | 4.82K | Mar 31, 26 | -362 | 0.03% |
| Rockefeller Capital Management L.P. | 4.75K | Mar 31, 26 | +11 | 0.03% |
| Regal Investment Advisors LLC | 4.65K | Mar 31, 26 | +4.65K | 0.03% |
| FMR LLC | 4.30K | Mar 31, 26 | +1.20K | 0.02% |
| Tower Research Capital LLC (TRC) | 4.19K | Mar 31, 26 | +4.19K | 0.02% |
| HARBOUR INVESTMENTS, INC. | 3.87K | Mar 31, 26 | +1.40K | 0.02% |
| Richardson Capital Management LLC | 3.75K | Mar 31, 26 | -- | 0.02% |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 3.29K | Mar 31, 26 | -- | 0.02% |
| FARMERS & MERCHANTS INVESTMENTS INC | 2.82K | Mar 31, 26 | -- | 0.02% |
| Western Wealth Management, LLC | 2.78K | Mar 31, 26 | +2.78K | 0.02% |
| FIFTH THIRD BANCORP | 1.52K | Mar 31, 26 | +1.52K | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.40K | Mar 31, 26 | -- | 0.01% |
| Allworth Financial LP | 1.20K | Mar 31, 26 | +1.20K | 0.01% |
| HANTZ FINANCIAL SERVICES, INC. | 1.17K | Mar 31, 26 | +430 | 0.01% |
| Triumph Capital Management | 1.09K | Mar 31, 26 | +5 | 0.01% |
| IFP Advisors, Inc | 1.01K | Mar 31, 26 | -- | 0.01% |
| Canton Hathaway, LLC | 1.00K | Mar 31, 26 | -- | 0.01% |
| Capital Analysts, LLC | 826 | Mar 31, 26 | -19 | 0.00% |
| Golden State Wealth Management, LLC | 700 | Mar 31, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 603 | Mar 31, 26 | -- | 0.00% |
| ARMSTRONG ADVISORY GROUP, INC | 561 | Mar 31, 26 | -- | 0.00% |
| Johnson Financial Group, Inc. | 190 | Mar 31, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 167 | Mar 31, 26 | -- | 0.00% |
| Quent Capital, LLC | 154 | Mar 31, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 95 | Mar 31, 26 | +64 | 0.00% |
| CoreCap Advisors, LLC | 64 | Mar 31, 26 | -- | 0.00% |
| MAI Capital Management | 40 | Mar 31, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 38 | Mar 31, 26 | +38 | 0.00% |
| ASSETMARK, INC | 27 | Mar 31, 26 | -36 | 0.00% |
| SRS Capital Advisors, Inc. | 13 | Mar 31, 26 | +13 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 12 | Mar 31, 26 | +12 | 0.00% |
| USA Financial Portformulas Corp | 1 | Mar 31, 26 | -7.81K | 0.00% |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -3.78K | -- |
| Berkeley, Inc | -- | Mar 31, 26 | -15.46K | -- |
| AlphaCore Capital LLC | -- | Mar 31, 26 | -190 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Mar 31, 26 | -15.90K | -- |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -- | Mar 31, 26 | -7.85K | -- |
| Financial Services Advisory Inc | -- | Mar 31, 26 | -165.46K | -- |
| Cresset Asset Management, LLC | -- | Mar 31, 26 | -7.71K | -- |
| FLAGSTAR ADVISORS INC. | -- | Mar 31, 26 | -15.59K | -- |
| Axiom Financial Strategies, LLC | -- | Mar 31, 26 | -51.01K | -- |
| Arkadios Wealth Advisors | -- | Mar 31, 26 | -20.57K | -- |
| WealthPlan Investment Management, LLC | -- | Mar 31, 26 | -36.55K | -- |
| ORG Partners LLC | 1.66K | Dec 31, 25 | +12 | 0.01% |
| COMERICA BANK | 1.57K | Dec 31, 25 | -24 | 0.01% |
| Global Retirement Partners, LLC | 126 | Dec 31, 25 | +1 | 0.00% |
| Moloney Securities Asset Management, LLC | -- | Sep 30, 25 | -5.64K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 902.66K | Jun 30, 25 | +77.84K | 4.90% |
| Horan Securities, Inc. | 12.74K | Jun 30, 25 | +2.08K | 0.07% |
| Congress Wealth Management LLC / DE / | 7.37K | Jun 30, 25 | -10 | 0.04% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -19.28K | -- |
| Sandy Spring Bank | 106 | Mar 31, 25 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 279.90K | Sep 30, 24 | +25.19K | 1.52% |
| RAYMOND JAMES & ASSOCIATES | 205.12K | Sep 30, 24 | +14.86K | 1.11% |
| Aspire Wealth Management Corp | 4.83K | Sep 30, 24 | +4.83K | 0.03% |
| ICA Group Wealth Management, LLC | 850 | Jun 30, 24 | -5.22K | 0.00% |
| Cetera Advisor Networks LLC | 7.47K | Mar 31, 24 | -329 | 0.04% |
| Cetera Advisors LLC | 5.25K | Mar 31, 24 | +5.25K | 0.03% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 37.20K | Sep 30, 23 | +9.89K | 0.20% |
| American Portfolios Advisors | 1.55K | Sep 30, 22 | -2.91K | 0.01% |
| Lenox Wealth Advisors, LLC | 64.00K | Mar 31, 22 | -- | 0.35% |
| Carroll Financial Associates, Inc. | 8.31K | Dec 31, 21 | -- | 0.05% |
| Clear Perspective Advisors, LLC | 5.49K | Dec 31, 21 | +5.49K | 0.03% |
| Advisor Group, Inc. | 12.17K | Dec 31, 19 | -250 | 0.07% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 6.57K | Dec 31, 19 | +479 | 0.04% |
| Virtu KCG Holdings LLC | 36.75K | Jun 30, 17 | +36.75K | 0.20% |