124 tracked 13F filers disclose a position in OUSA as of the latest SEC 13F filings, a combined $336.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $87.3M | 1.6M | ▼−1.3% Reduced · −21K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $29.7M | 534K | ▲+1.0% Added · +5K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $21.1M | 379K | ▼−5.2% Reduced · −21K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $17.8M | 320K | ▼−3.1% Reduced · −10K sh | Q1 2026 | |
| 5 | MGO ONE SEVEN LLC | $16.0M | 274K | ▲+0.8% Added · +2K sh | Q2 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $15.1M | 271K | ▼−16% Reduced · −52K sh | Q1 2026 | |
| 7 | Kestra Advisory Services, LLC | $14.5M | 249K | ▼−4.0% Reduced · −10K sh | Q2 2026 | |
| 8 | Rockefeller Capital Management L.P. | $10.8M | 194K | ▼−1.4% Reduced · −3K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $10.5M | 188K | ▼−19% Reduced · −45K sh | Q1 2026 | |
| 10 | UBS Group AG | $10.4M | 187K | ▼−2.7% Reduced · −5K sh | Q1 2026 | |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.6M | 113K | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 12 | Equitable Holdings, Inc. | $5.9M | 101K | ▼−6.5% Reduced · −7K sh | Q2 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $5.4M | 98K | ▲+210% Added · +66K sh | Q1 2026 | |
| 14 | Ameritas Advisory Services, LLC | $5.6M | 97K | ▲+71% Added · +40K sh | Q2 2026 | |
| 15 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $4.7M | 84K | ▼−36% Reduced · −48K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $4.3M | 78K | ▼−16% Reduced · −15K sh | Q1 2026 | |
| 17 | Private Advisor Group, LLC | $4.4M | 76K | ▼−1.2% Reduced · −945 sh | Q2 2026 | |
| 18 | Sanctuary Advisors, LLC | $4.4M | 76K | ▲~0% Added · +33 sh | Q2 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $3.6M | 65K | ▲+2.6% Added · +2K sh | Q1 2026 | |
| 20 | &PARTNERS | $3.7M | 64K | ▼−12% Reduced · −9K sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | $3.5M | 59K | ▲+10% Added · +6K sh | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $3.2M | 58K | ▼−12% Reduced · −8K sh | Q1 2026 | |
| 23 | Stratos Wealth Partners, LTD. | $3.2M | 55K | ▼−1.4% Reduced · −795 sh | Q2 2026 | |
| 24 | MML INVESTORS SERVICES, LLC | $3.1M | 54K | ▲+9.9% Added · +5K sh | Q2 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $2.0M | 36K | ▼−92% Reduced · −426K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in OUSA and 14 added to an existing one, while 10 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 55 funds | $36.5B |
| MICROSOFT CORPMSFT | 55 funds | $30.3B |
| NVIDIA CORPNVDA | 54 funds | $46.7B |
| AMAZON.COM INCAMZN | 54 funds | $21.2B |
| JPMORGAN CHASE & COJPM | 54 funds | $8.1B |
| JOHNSON & JOHNSONJNJ | 54 funds | $6.7B |
| ALPHABET INC-CL AGOOGL | 53 funds | $17.3B |
| WALMART INCWMT | 53 funds | $4.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 53 funds | $2.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 53 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 52 funds | $12.9B |
| META PLATFORMS INC-CLASS AMETA | 52 funds | $10.7B |
Ranked by how many of OUSA's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AMLPmc | 751 funds | $5.5B |
| SDOGmc | 159 funds | $426.2M |
| OUSAthis pagecommon | 124 funds | $336.6M |
| OUSMmc | 120 funds | $543.8M |
| ENFRmc | 118 funds | $229.7M |
| SMTHSMITH CORE PLUS | 76 funds | $2.2B |
| IDOGSHS | 76 funds | $335.2M |
| SBIOMF Closed and MF Open | 70 funds | $50.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for OUSA
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OUSA/capital-change-brief"
Use Arkolith's capital_change_brief for OUSA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OUSA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.