120 tracked 13F filers disclose a position in OUSM as of the latest SEC 13F filings, a combined $543.8M 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 | $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 | $42.7M | 898K | ▲+2.0% Added · +17K sh | Q2 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 | FSA WEALTH PARTNERS, INC. | $10.0M | 210K | ▲Added Added · +210K sh | Q2 2026 | |
| 13 | STIFEL FINANCIAL CORP | $6.2M | 142K | ▼−23% Reduced · −42K sh | Q1 2026 | |
| 14 | Mason & Associates Inc | $6.6M | 139K | ▲+0.5% Added · +720 sh | Q2 2026 | |
| 15 | Hamrick Investment Counsel, llc | $6.4M | 136K | ▲+14% Added · +17K sh | Q3 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | $6.1M | 129K | ▲+552% Added · +109K sh | Q2 2026 | |
| 17 | Park Edge Advisors, LLC | $6.0M | 127K | ▲+117% Added · +68K sh | Q2 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.2M | 118K | ▲+0.8% Added · +955 sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $5.4M | 114K | ▲+8.3% Added · +9K sh | Q2 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $4.6M | 106K | ▲+17% Added · +16K sh | Q1 2026 | |
| 21 | CASTLE WEALTH MANAGEMENT LLC | $5.0M | 106K | ▲+0.9% Added · +941 sh | Q2 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 98K | ▲+5.6% Added · +5K sh | Q1 2026 | |
| 23 | LEVEL FOUR ADVISORY SERVICES, LLC | $4.2M | 89K | ▼−10% Reduced · −10K sh | Q2 2026 | |
| 24 | TWO SIGMA INVESTMENTS, LP | $3.7M | 85K | ▼−32% Reduced · −41K sh | Q1 2026 | |
| 25 | Premier Path Wealth Partners, LLC | $4.0M | 85K | ▲+17% Added · +12K 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.
Last quarter, 5 funds opened a new position in OUSM and 13 added to an existing one, while 18 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 53 funds | $32.0B |
| APPLE INCAAPL | 52 funds | $37.0B |
| COSTCO WHOLESALE CORPCOST | 52 funds | $5.4B |
| NVIDIA CORPNVDA | 51 funds | $45.5B |
| AMAZON.COM INCAMZN | 51 funds | $22.6B |
| ALPHABET INC-CL AGOOGL | 51 funds | $17.9B |
| CISCO SYSTEMS INCCSCO | 51 funds | $4.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 51 funds | $3.7B |
| CHEVRON CORPCVX | 51 funds | $2.9B |
| META PLATFORMS INC-CLASS AMETA | 50 funds | $10.6B |
| ELI LILLY & COLLY | 50 funds | $8.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 50 funds | $7.2B |
Ranked by how many of OUSM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AMLPmc | 750 funds | $5.4B |
| SDOGmc | 159 funds | $426.2M |
| OUSAcommon | 124 funds | $336.6M |
| OUSMthis pagemc | 120 funds | $543.8M |
| ENFRmc | 116 funds | $219.2M |
| SMTHSMITH CORE PLUS | 76 funds | $2.2B |
| IDOGSHS | 76 funds | $335.2M |
| SBIOMF Closed and MF Open | 69 funds | $50.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for OUSM
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.
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.