Who owns USD
Which tracked institutional funds hold USD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 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 USD is one-sided between 2026-Q1 and 2026-Q2: 28 added or opened and 9 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
USD’s largest tracked holder by dollar value, Dale Q Rice Investment Management Ltd, sizes it at 25.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 25.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in USD 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 2026-Q1 and 2026-Q2, across 65 tracked filers holding USD, 33 increased or opened the position and 30 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 USD between the 2026-Q1 and 2026-Q2 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 7
- MERCER GLOBAL ADVISORS INC /ADV$9M
- Simplicity Wealth,LLC$2M
- Client First Investment Management LLC$1M
- CITADEL ADVISORS LLC$982K
- HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$588K
- Sanctuary Advisors, LLC$550K
Full exits 7
- Integrated Wealth Concepts LLC$29M
- Beaton Management Co. Inc.$1M
- Distillate Capital Partners LLC$999K
- Advisory Alpha, LLC$987K
- US Asset Management LLC$701K
- Cambridge Investment Research Advisors, Inc.$628K
Largest adds
- Dale Q Rice Investment Management Ltd$26M
- Dedeker Financial LLC$5M
- BLAIR WILLIAM & CO/IL$3M
- HUB Investment Partners, LLC$1M
- AVAII WEALTH MANAGEMENT, LLC$1M
- Chung Wu Investment Group, LLC$829K
Largest trims
- Tower Research Capital LLC (TRC)$4M
- Mariner, LLC$4M
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 |
|---|---|---|---|---|
| Dale Q Rice Investment Management Ltd added | 458,314 | $48M | 27.2% | 2026-Q2 |
| Mariner, LLC trimmed | 8,704,468 | $9M | 5.2% | 2026-Q2 |
| Dedeker Financial LLC trimmed | 85,705 | $9M | 5.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 81,681 | $9M | 4.8% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 58,182 | $6M | 3.4% | 2026-Q2 |
| HUB Investment Partners, LLC added | 25,253 | $3M | 1.5% | 2026-Q2 |
| AVAII WEALTH MANAGEMENT, LLC | 24,864 | $3M | 1.5% | 2026-Q2 |
| Retirement Planning Co of New England, Inc. trimmed | 24,707 | $3M | 1.5% | 2026-Q2 |
| Simplicity Wealth,LLC new | 20,821 | $2M | 1.2% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 16,953 | $2M | 1.0% | 2026-Q2 |
| Focus Partners Wealth trimmed | 15,236 | $2M | 0.9% | 2026-Q2 |
| Chung Wu Investment Group, LLC added | 14,370 | $1M | 0.9% | 2026-Q2 |
| Morse Asset Management, Inc trimmed | 13,397 | $1M | 0.8% | 2026-Q2 |
| Client First Investment Management LLC trimmed | 10,756 | $1M | 0.6% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 10,426 | $1M | 0.6% | 2026-Q2 |
| Creative Planning added | 10,411 | $1M | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 9,948 | $1M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,773 | $1M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 9,421 | $982K | 0.6% | 2026-Q2 |
| Valeo Financial Advisors, LLC | 9,200 | $959K | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 8,347 | $809K | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 7,342 | $720K | 0.4% | 2026-Q2 |
| Pure Financial Advisors, LLC | 6,872 | $716K | 0.4% | 2026-Q2 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. new | 5,641 | $588K | 0.3% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 5,496 | $573K | 0.3% | 2026-Q2 |
| J.E. Simmons & Co., P.C. | 5,324 | $555K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 5,280 | $550K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 5,063 | $528K | 0.3% | 2026-Q2 |
| Moors & Cabot, Inc. added | 4,861 | $507K | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 4,794 | $500K | 0.3% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 4,500 | $469K | 0.3% | 2026-Q2 |
| Plotkin Financial Advisors, LLC trimmed | 4,277 | $446K | 0.3% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 4,211 | $439K | 0.2% | 2026-Q2 |
| Concentrum Wealth Management trimmed | 4,080 | $425K | 0.2% | 2026-Q2 |
| First National Trust Co trimmed | 3,174 | $331K | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,066 | $320K | 0.2% | 2026-Q2 |
| Peak Retirement Planning, Inc. new | 2,693 | $281K | 0.2% | 2026-Q2 |
| Spire Wealth Management trimmed | 2,686 | $280K | 0.2% | 2026-Q2 |
| Lido Advisors, LLC new | 2,483 | $259K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 3,071 | $246K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 3,071 | $246K | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 2,240 | $234K | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC new | 2,136 | $223K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,936 | $202K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,000 | $104K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC | 962 | $100K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 921 | $96K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 869 | $91K | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO | 960 | $87K | 0.0% | 2026-Q2 |
| BOKF, NA | 720 | $75K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 624 | $65K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 519 | $54K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 204 | $21K | 0.0% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC | 164 | $17K | 0.0% | 2026-Q2 |
| Belvedere Trading LLC new | 102 | $11K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 71 | $7K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 60 | $6K | 0.0% | 2026-Q2 |
| Investors Research Corp new | 57 | $6K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 50 | $5K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 20 | $2K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 7 | $730 | 0.0% | 2026-Q2 |
| Benson Wealth Management INC new | 5 | $521 | 0.0% | 2026-Q2 |
| CITIGROUP INC | 2 | $209 | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $123 | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 0 | $13 | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 599,610 | $29M | 16.4% | 2026-Q1 stale (1 quarter behind) |
| Beaton Management Co. Inc. | 20,980 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Distillate Capital Partners LLC new | 998,614 | $999K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Advisory Alpha, LLC added | 20,585 | $987K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| US Asset Management LLC | 14,626 | $701K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 13,107 | $628K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 11,759 | $563K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| XTX Topco Ltd added | 9,429 | $452K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Fortitude Advisory Group L.L.C. new | 4,866 | $233K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Qube Research & Technologies Ltd added | 853 | $41K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. | 400 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 176 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| IMC-Chicago, LLC added | 63,823 | $3M | 1.9% | 2025-Q4 stale (2 quarters behind) |
| Brookwood Investment Group LLC added | 10,197 | $535K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Momentous Wealth Management, Inc. new | 8,485 | $446K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Scientech Research LLC new | 7,562 | $397K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Chicago Partners Investment Group LLC added | 4,205 | $238K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Catalyst Capital Advisors LLC new | 312 | $16K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| AMIRAL GESTION trimmed | 14,650 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Wealth Watch Advisors, INC added | 194 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BNP PARIBAS FINANCIAL MARKETS added | 155 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| RENAISSANCE TECHNOLOGIES LLC new | 15,900 | $2M | 0.9% | 2025-Q3 stale (3 quarters behind) |
| Headlands Technologies LLC added | 10,883 | $1M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| Corient Private Wealth LLC new | 5,000 | $495K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| SIMPLEX TRADING, LLC trimmed | 4,511 | $446K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Guerra Advisors Inc new | 266 | $26K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP new | 70 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Quadrature Capital Ltd added | 231,220 | $17M | 9.7% | 2025-Q2 stale (4 quarters behind) |
| Sowell Financial Services LLC new | 3,770 | $279K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 1,120 | $83K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Bogart Wealth, LLC added | 1,100 | $81K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Iron Horse Wealth Management, LLC | 654 | $48K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| IFP Advisors, Inc trimmed | 500 | $37K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Quintet Private Bank (Europe) S.A. new | 418 | $31K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 28 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.