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/OUSM/capital-change-brief"
Use Arkolith's capital_change_brief for OUSM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $71.9M | 1.6M | ▼−0.3% Reduced · −6K sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $69.2M | 1.6M | ▼−18% Reduced · −345K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $62.9M | 1.4M | ▲+1.2% Added · +17K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $45.6M | 1.0M | ▼−4.5% Reduced · −49K sh | Q1 2026 | |
| 5 | Sanctuary Advisors, LLC | $38.5M | 881K | ▼−0.5% Reduced · −4K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $25.0M | 571K | ▼−6.5% Reduced · −40K sh | Q1 2026 | |
| 7 | UBS Group AG | $23.0M | 527K | ▲+2.5% Added · +13K sh | Q1 2026 | |
| 8 | Stonehearth Capital Management, LLC | $18.0M | 378K | ▲+2.6% Added · +10K sh | Q2 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $15.1M | 346K | ▼−1.1% Reduced · −4K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $11.9M | 272K | ▼−31% Reduced · −123K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $9.9M | 227K | ▲+8.7% Added · +18K sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $6.2M | 142K | ▼−23% Reduced · −42K sh | Q1 2026 | |
| 13 | Park Edge Advisors, LLC | $6.0M | 127K | ▲+117% Added · +68K sh | Q2 2026 | |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.2M | 118K | ▲+0.8% Added · +955 sh | Q1 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $4.6M | 106K | ▲+17% Added · +16K sh | Q1 2026 | |
| 16 | MML INVESTORS SERVICES, LLC | $4.6M | 106K | ▼−9.1% Reduced · −11K sh | Q1 2026 | |
| 17 | LEVEL FOUR ADVISORY SERVICES, LLC | $4.3M | 99K | ▼−38% Reduced · −62K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 98K | ▲+5.6% Added · +5K sh | Q1 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $3.7M | 85K | ▼−32% Reduced · −41K sh | Q1 2026 | |
| 20 | SHEETS SMITH WEALTH MANAGEMENT | $3.8M | 80K | ▼−4.9% Reduced · −4K sh | Q2 2026 | |
| 21 | Focus Partners Advisor Solutions, LLC | $2.9M | 66K | ▲+563% Added · +56K sh | Q1 2026 | |
| 22 | Wealthspire Advisors, LLC | $2.8M | 65K | —Held | Q1 2026 | |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.6M | 60K | ▼−7.4% Reduced · −5K sh | Q1 2026 | |
| 24 | Advisory Services Network, LLC | $2.6M | 59K | ▲+4.5% Added · +3K sh | Q1 2026 | |
| 25 | Summit Financial Wealth Advisors, LLC | $2.6M | 54K | ▲+6.2% Added · +3K sh | Q2 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.
| Class | 13F holders | Value held |
|---|---|---|
| AMLPmc | 419 funds | $4.7B |
| SDOGmc | 117 funds | $403.6M |
| OUSAcommon | 93 funds | $319.3M |
| ENFRmc | 84 funds | $199.1M |
| OUSMthis pagemc | 82 funds | $480.8M |
| SMTHSMITH CORE PLUS | 56 funds | $2.1B |
| IDOGINTL SEC DV DOG | 54 funds | $280.4M |
| EQLMF Closed and MF Open | 49 funds | $301.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 36 funds | $16.2B |
| NVIDIA CORPNVDA | 36 funds | $13.6B |
| MICROSOFT CORPMSFT | 36 funds | $10.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $9.0B |
| ALPHABET INC-CL AGOOGL | 36 funds | $7.7B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 36 funds | $5.3B |
| BROADCOM INCAVGO | 36 funds | $5.3B |
| ALPHABET INC-CL CGOOG | 36 funds | $4.5B |
| ISHARES CORE U.S. AGGREGATEAGG | 36 funds | $3.4B |
| ISHARES CORE MSCI EMERGINGIEMG | 36 funds | $3.2B |
| JOHNSON & JOHNSONJNJ | 36 funds | $2.9B |
Ranked by how many of OUSM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OUSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.