Who owns USAI
Which tracked institutional funds hold USAI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USAI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on USAI is one-sided between 2025-Q4 and 2026-Q1: 14 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
USAI’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes USAI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in USAI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 53 tracked filers holding USAI, 35 increased or opened the position and 13 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in USAI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Norris Financial Group, LLC$7M
- GOLDMAN SACHS GROUP INC$1M
- TCFG Investment Advisors, LLC$824K
Full exits 1
- BANK OF AMERICA CORP /DE/$640K
Largest adds
- Cetera Investment Advisers$2M
- LPL Financial LLC$2M
- CITADEL ADVISORS LLC$1M
- SL ADVISORS, LLC$848K
- JANE STREET GROUP, LLC$737K
- Kestra Advisory Services, LLC$643K
Largest trims
- Cambridge Investment Research Advisors, Inc.$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 373,644 | $18M | 21.6% | 2026-Q1 |
| Cetera Investment Advisers added | 185,607 | $9M | 10.7% | 2026-Q1 |
| Norris Financial Group, LLC new | 143,475 | $7M | 8.3% | 2026-Q1 |
| SL ADVISORS, LLC | 95,895 | $5M | 5.5% | 2026-Q1 |
| JBR Co Financial Management Inc | 82,013 | $3M | 3.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 47,277 | $2M | 2.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 40,511 | $2M | 2.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 35,545 | $2M | 2.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 34,272 | $2M | 2.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 27,084 | $1M | 1.5% | 2026-Q1 |
| GTS SECURITIES LLC added | 24,617 | $1M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 23,440 | $1M | 1.4% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 17,529 | $824K | 1.0% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC trimmed | 17,529 | $824K | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 17,474 | $821K | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 15,418 | $724K | 0.9% | 2026-Q1 |
| Magnolia Private Wealth, LLC trimmed | 12,450 | $585K | 0.7% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 11,853 | $557K | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,676 | $549K | 0.7% | 2026-Q1 |
| Prospera Financial Services Inc added | 10,362 | $487K | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,282 | $483K | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 9,456 | $444K | 0.5% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 8,152 | $383K | 0.5% | 2026-Q1 |
| Moors & Cabot, Inc. added | 7,822 | $368K | 0.5% | 2026-Q1 |
| Wealth Management Associates, Inc. new | 7,399 | $348K | 0.4% | 2026-Q1 |
| Insight Advisors, LLC/ PA added | 7,195 | $338K | 0.4% | 2026-Q1 |
| Sigma Planning Corp added | 6,561 | $308K | 0.4% | 2026-Q1 |
| Summit Financial, LLC new | 6,471 | $304K | 0.4% | 2026-Q1 |
| Investmark Advisory Group LLC added | 6,131 | $288K | 0.4% | 2026-Q1 |
| Stratos Wealth Advisors, LLC trimmed | 5,346 | $251K | 0.3% | 2026-Q1 |
| CIBC Asset Management Inc | 5,000 | $235K | 0.3% | 2026-Q1 |
| Lodestone Wealth Management LLC added | 4,862 | $228K | 0.3% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 4,731 | $222K | 0.3% | 2026-Q1 |
| Belpointe Asset Management LLC added | 4,492 | $211K | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC added | 3,348 | $157K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,495 | $70K | 0.1% | 2026-Q1 |
| CWM, LLC | 1,218 | $57K | 0.1% | 2026-Q1 |
| HAZLETT, BURT & WATSON, INC. | 1,000 | $47K | 0.1% | 2026-Q1 |
| United Community Bank | 1,000 | $47K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 956 | $45K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC new | 721 | $34K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 589 | $28K | 0.0% | 2026-Q1 |
| Princeton Global Asset Management LLC | 470 | $22K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 400 | $19K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 375 | $18K | 0.0% | 2026-Q1 |
| FMR LLC added | 289 | $14K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 200 | $9K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 120 | $6K | 0.0% | 2026-Q1 |
| Ritter Daniher Financial Advisory LLC / DE | 52 | $2K | 0.0% | 2026-Q1 |
| Spire Wealth Management | 48 | $2K | 0.0% | 2026-Q1 |
| Atlantic Union Bankshares Corp | 21 | $994 | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 5 | $805 | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC new | 11 | $517 | 0.0% | 2026-Q1 |
| Atria Investments, Inc added | 69,724 | $3M | 3.5% | 2025-Q2 stale |
| OneAscent Financial Services LLC added | 68,891 | $3M | 3.5% | 2025-Q2 stale |
| Stratos Investment Management, LLC added | 66,189 | $3M | 3.2% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 56,964 | $2M | 2.9% | 2025-Q2 stale |
| Code Waechter LLC added | 55,859 | $2M | 2.6% | 2025-Q3 stale |
| Financial Advocates Investment Management added | 25,467 | $1M | 1.3% | 2025-Q2 stale |
| CW Advisors, LLC added | 20,810 | $847K | 1.0% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 20,696 | $825K | 1.0% | 2025-Q3 stale |
| Good Life Advisors, LLC added | 17,303 | $704K | 0.9% | 2025-Q2 stale |
| BANK OF AMERICA CORP /DE/ | 16,772 | $640K | 0.8% | 2025-Q4 stale |
| Advisor Resource Council trimmed | 11,701 | $481K | 0.6% | 2025-Q1 stale |
| Delta Financial Group, Inc. added | 9,304 | $395K | 0.5% | 2025-Q1 stale |
| Arete Wealth Advisors, LLC trimmed | 8,829 | $351K | 0.4% | 2025-Q3 stale |
| Private Advisor Group, LLC trimmed | 8,599 | $343K | 0.4% | 2025-Q3 stale |
| IFG Advisory, LLC trimmed | 7,044 | $281K | 0.3% | 2025-Q3 stale |
| Trademark Financial Management, LLC trimmed | 6,571 | $270K | 0.3% | 2025-Q1 stale |
| PLANNING DIRECTIONS INC new | 5,988 | $246K | 0.3% | 2025-Q1 stale |
| Goepper Burkhardt LLC trimmed | 5,400 | $206K | 0.3% | 2025-Q4 stale |
| UBS Group AG added | 779 | $31K | 0.0% | 2025-Q3 stale |
| AlphaCore Capital LLC new | 80 | $3K | 0.0% | 2025-Q4 stale |
| Triumph Capital Management new | 35 | $1K | 0.0% | 2025-Q4 stale |
| Sandy Spring Bank new | 20 | $829 | 0.0% | 2025-Q1 stale |
| MORGAN STANLEY trimmed | 1 | $55 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.