Filing Research | OUST - OUSTER INC Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	669.2KSH	$41.8M
2	HERALD INVESTMENT MANAGEMENT Ltd	Shares	114.5KSH	$7.2M
3	Pembroke Management, LTD	Shares	78.7KSH	$4.9M
4	180 WEALTH ADVISORS, LLC	Shares	58.5KSH	$3.7M
5	Hennion & Walsh Asset Management, Inc.	Shares	51.8KSH	$3.2M
6	BENJAMIN EDWARDS INC	Shares	45.8KSH	$2.9M
7	COOKSON PEIRCE & CO INC	Shares	38.3KSH	$2.4M
8	Corecam Pte. Ltd.	Shares	34.1KSH	$2.1M
9	J.W. COLE ADVISORS, INC.	Shares	33.8KSH	$2.1M
10	TOTH FINANCIAL ADVISORY CORP	Shares	29.2KSH	$1.8M
11	Police & Firemen's Retirement System of New Jersey	Shares	18.5KSH	$1.2M
12	Intrua Financial, LLC	Shares	18.1KSH	$1.1M
13	WOODSTOCK CORP	Shares	17.0KSH	$1.1M
14	Spire Wealth Management	Shares	16.8KSH	$1.0M
15	Legal Advantage Investments, Inc.	Shares	11.0KSH	$687.7K
16	PFG Investments, LLC	Shares	9.9KSH	$618.4K
17	Mirae Asset Global Investments Co., Ltd.	Shares	9.2KSH	$572.2K
18	SBI Securities Co., Ltd.	Shares	8.3KSH	$519.4K
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.8KSH	$508.7K
20	Apollon Wealth Management, LLC	Shares	7.2KSH	$449.5K
21	CoreCap Advisors, LLC	Shares	7.2KSH	$449.3K
22	Fiduciary Alliance LLC	Shares	6.4KSH	$399.1K
23	Harbour Capital Advisors, LLC	Shares	8.9KSH	$386.2K
24	D.A. DAVIDSON & CO.	Shares	5.8KSH	$363.0K
25	Kings Path Partners LLC	Shares	5.4KSH	$335.7K
26	Archford Capital Strategies, LLC	Shares	5.1KSH	$319.2K
27	Wealth Enhancement Trust Services, Inc.	Shares	5.1KSH	$317.6K
28	GK Wealth Management LLC	Shares	4.5KSH	$281.0K
29	LAZARI CAPITAL MANAGEMENT, INC.	Shares	3.8KSH	$239.3K
30	Fermata Advisors, LLC	Shares	3.8KSH	$239.2K
31	Wealthcare Advisory Partners LLC	Shares	3.7KSH	$229.6K
32	Merit Financial Group, LLC	Shares	3.2KSH	$200.4K
33	Atlatl Advisers LLC	Shares	3.0KSH	$187.6K
34	IFP Advisors, Inc	Shares	1.6KSH	$103.0K
35	FINANCIAL CONSULATE, INC	Shares	1.1KSH	$68.8K
36	GAMMA Investing LLC	Shares	1.1KSH	$68.8K
37	SIGNATUREFD, LLC	Shares	986SH	$61.6K
38	Versant Capital Management, Inc	Shares	633SH	$39.6K
39	EverSource Wealth Advisors, LLC	Shares	606SH	$37.9K
40	True Wealth Design, LLC	Shares	511SH	$31.9K
41	Farther Finance Advisors, LLC	Shares	488SH	$30.5K
42	Beaird Harris Wealth Management, LLC	Shares	190SH	$11.9K
43	Investors Research Corp	Shares	100SH	$6.3K
44	Handelsbanken Fonder AB	Shares	95.7KSH	$6.0K
45	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	90SH	$5.4K
46	Activest Wealth Management	Shares	82SH	$5.1K
47	ARMSTRONG ADVISORY GROUP, INC	Shares	76SH	$4.8K
48	WOLFF WIESE MAGANA LLC	Shares	70SH	$4.4K
49	Fortitude Family Office, LLC	Shares	67SH	$4.2K
50	Cedar Mountain Advisors, LLC	Shares	50SH	$3.1K

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Manager changes2026-06-30 vs 2026-03-31

50 / 60 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+617.1K	+$40.9M	$41.8M
2	Pembroke Management, LTD new	Shares	+78.7K	+$4.9M	$4.9M
3	HERALD INVESTMENT MANAGEMENT Ltd trimmed	Shares	-35.5K	+$4.4M	$7.2M
4	180 WEALTH ADVISORS, LLC trimmed	Shares	-528	+$2.6M	$3.7M
5	BENJAMIN EDWARDS INC added	Shares	+21.5K	+$2.4M	$2.9M
6	COOKSON PEIRCE & CO INC new	Shares	+38.3K	+$2.4M	$2.4M
7	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-726	+$2.3M	$3.2M
8	Corecam Pte. Ltd. new	Shares	+34.1K	+$2.1M	$2.1M
9	J.W. COLE ADVISORS, INC. new	Shares	+33.8K	+$2.1M	$2.1M
10	TOTH FINANCIAL ADVISORY CORP new	Shares	+29.2K	+$1.8M	$1.8M
11	Police & Firemen's Retirement System of New Jersey added	Shares	+3.7K	+$884.0K	$1.2M
12	WOODSTOCK CORP unchanged	Shares	0	+$749.2K	$1.1M
13	Intrua Financial, LLC trimmed	Shares	-2.8K	+$748.4K	$1.1M
14	Legal Advantage Investments, Inc. new	Shares	+11.0K	+$687.7K	$687.7K
15	Spire Wealth Management trimmed	Shares	-3.6K	+$674.7K	$1.0M
16	PFG Investments, LLC new	Shares	+9.9K	+$618.4K	$618.4K
17	Apollon Wealth Management, LLC new	Shares	+7.2K	+$449.5K	$449.5K
18	CoreCap Advisors, LLC added	Shares	+7.2K	+$448.7K	$449.3K
19	Mirae Asset Global Investments Co., Ltd. added	Shares	+664	+$416.3K	$572.2K
20	Fiduciary Alliance LLC new	Shares	+6.4K	+$399.1K	$399.1K
21	SBI Securities Co., Ltd. added	Shares	+1.0K	+$385.3K	$519.4K
22	D.A. DAVIDSON & CO. new	Shares	+5.8K	+$363.0K	$363.0K
23	Kings Path Partners LLC new	Shares	+5.4K	+$335.7K	$335.7K
24	Archford Capital Strategies, LLC new	Shares	+5.1K	+$319.2K	$319.2K
25	Wealth Enhancement Trust Services, Inc. new	Shares	+5.1K	+$317.6K	$317.6K
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.0K	+$300.0K	$508.7K
27	GK Wealth Management LLC new	Shares	+4.5K	+$281.0K	$281.0K
28	LAZARI CAPITAL MANAGEMENT, INC. new	Shares	+3.8K	+$239.3K	$239.3K
29	Fermata Advisors, LLC new	Shares	+3.8K	+$239.2K	$239.2K
30	Wealthcare Advisory Partners LLC new	Shares	+3.7K	+$229.6K	$229.6K
31	Merit Financial Group, LLC new	Shares	+3.2K	+$200.4K	$200.4K
32	Atlatl Advisers LLC new	Shares	+3.0K	+$187.6K	$187.6K
33	IFP Advisors, Inc added	Shares	+1.5K	+$99.5K	$103.0K
34	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$48.6K	$68.8K
35	GAMMA Investing LLC trimmed	Shares	-32	+$48.0K	$68.8K
36	SIGNATUREFD, LLC added	Shares	+42	+$44.3K	$61.6K
37	EverSource Wealth Advisors, LLC trimmed	Shares	-90	+$25.1K	$37.9K
38	Versant Capital Management, Inc trimmed	Shares	-214	+$24.0K	$39.6K
39	True Wealth Design, LLC unchanged	Shares	0	+$22.6K	$31.9K
40	Farther Finance Advisors, LLC trimmed	Shares	-559	+$11.0K	$30.5K
41	Beaird Harris Wealth Management, LLC added	Shares	+50	+$9.3K	$11.9K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+50	+$4.7K	$5.4K
43	Investors Research Corp unchanged	Shares	0	+$4.4K	$6.3K
44	WOLFF WIESE MAGANA LLC new	Shares	+70	+$4.4K	$4.4K
45	Activest Wealth Management unchanged	Shares	0	+$3.6K	$5.1K
46	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$3.4K	$4.8K
47	Financial Management Professionals, Inc. new	Shares	+50	+$3.1K	$3.1K
48	Fortitude Family Office, LLC unchanged	Shares	0	+$3.0K	$4.2K
49	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$2.2K	$3.1K
50	Fairway Wealth LLC new	Shares	+25	+$1.6K	$1.6K

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