Who owns USDU
Which tracked institutional funds hold USDU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USDU 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
25 tracked funds added or opened USDU while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
USDU’s largest tracked holder by dollar value, ASSETMARK, INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in USDU 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 74 tracked filers holding USDU, 54 increased or opened the position and 33 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 USDU 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 8
- Beacon Capital Management, Inc.$8M
- Fortis Group Advisors, LLC$8M
- Wealth High Governance Asset Management Ltda.$5M
- Camarda Financial Advisors, LLC$2M
- Vident Advisory, LLC$2M
- FSA Investment Group, LLC$2M
Full exits 8
- Empowered Funds, LLC$13M
- HighTower Advisors, LLC$8M
- JANE STREET GROUP, LLC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- Thrivent Financial for Lutherans$2M
- Farther Finance Advisors, LLC$1M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$17M
- Ausdal Financial Partners, Inc.$9M
- Advyzon Investment Management, LLC$9M
- Ameritas Advisory Services, LLC$8M
- MORGAN STANLEY$7M
- LPL Financial LLC$5M
Largest trims
- Encompass More Asset Management$8M
- Reyes Financial Architecture, Inc.$8M
- CITADEL ADVISORS LLC$1M
- UBS Group AG$912K
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 |
|---|---|---|---|---|
| ASSETMARK, INC trimmed | 3,101,590 | $83M | 20.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 827,284 | $22M | 5.6% | 2026-Q2 |
| GenWealth Group, Inc. added | 781,534 | $21M | 5.3% | 2026-Q2 |
| MORGAN STANLEY added | 750,805 | $20M | 5.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 565,839 | $15M | 3.8% | 2026-Q2 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC added | 556,910 | $15M | 3.8% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 553,489 | $15M | 3.7% | 2026-Q2 |
| LPL Financial LLC added | 353,695 | $9M | 2.4% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 326,163 | $9M | 2.2% | 2026-Q2 |
| Beacon Capital Management, Inc. new | 302,785 | $8M | 2.0% | 2026-Q2 |
| Fortis Group Advisors, LLC added | 297,428 | $8M | 2.0% | 2026-Q2 |
| Summit Place Financial Advisors, LLC added | 191,313 | $5M | 1.3% | 2026-Q2 |
| Wealth High Governance Asset Management Ltda. new | 186,800 | $5M | 1.3% | 2026-Q2 |
| Maridea Wealth Management LLC added | 170,411 | $5M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 153,319 | $4M | 1.0% | 2026-Q2 |
| Encompass More Asset Management trimmed | 129,226 | $3M | 0.9% | 2026-Q2 |
| J. Safra Sarasin Holding AG | 119,357 | $3M | 0.8% | 2026-Q2 |
| Capital Advisor Network LLC added | 95,721 | $3M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 94,812 | $3M | 0.6% | 2026-Q2 |
| Legacy Wealth Partners, LLC added | 85,677 | $2M | 0.6% | 2026-Q2 |
| Atria Investments, Inc added | 81,535 | $2M | 0.5% | 2026-Q2 |
| COWA, LLC added | 77,741 | $2M | 0.5% | 2026-Q2 |
| Camarda Financial Advisors, LLC new | 76,782 | $2M | 0.5% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 73,248 | $2M | 0.5% | 2026-Q2 |
| Balefire, LLC trimmed | 63,220 | $2M | 0.4% | 2026-Q2 |
| FSA Investment Group, LLC new | 62,589 | $2M | 0.4% | 2026-Q2 |
| THOR TRADING ADVISORS, LLC new | 50,028 | $1M | 0.3% | 2026-Q2 |
| Equitable Holdings, Inc. new | 46,445 | $1M | 0.3% | 2026-Q2 |
| Gateway Wealth Partners, LLC added | 45,816 | $1M | 0.3% | 2026-Q2 |
| Algorithmic Investment Models, LLC added | 45,378 | $1M | 0.3% | 2026-Q2 |
| Avestar Capital, LLC added | 41,706 | $1M | 0.3% | 2026-Q2 |
| VestGen Advisors, LLC added | 40,985 | $1M | 0.3% | 2026-Q2 |
| VestGen Investment Management added | 40,138 | $1M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 36,942 | $988K | 0.2% | 2026-Q2 |
| Sovereign Financial Group, Inc. added | 36,459 | $975K | 0.2% | 2026-Q2 |
| MOULTON WEALTH MANAGEMENT, INC added | 36,273 | $972K | 0.2% | 2026-Q2 |
| WAYSTONE ADVISORS LLC added | 32,668 | $874K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 20,557 | $550K | 0.1% | 2026-Q2 |
| Ascent Group, LLC added | 16,319 | $437K | 0.1% | 2026-Q2 |
| Reyes Financial Architecture, Inc. trimmed | 12,879 | $345K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 12,833 | $334K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 11,912 | $319K | 0.1% | 2026-Q2 |
| Synergy Asset Management, LLC added | 11,462 | $307K | 0.1% | 2026-Q2 |
| Ignite Planners, LLC added | 11,438 | $306K | 0.1% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 9,863 | $264K | 0.1% | 2026-Q2 |
| WBI INVESTMENTS, LLC trimmed | 9,637 | $258K | 0.1% | 2026-Q2 |
| Worth Asset Management, LLC trimmed | 8,736 | $234K | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 7,734 | $207K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 7,167 | $192K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 5,376 | $144K | 0.0% | 2026-Q2 |
| NVWM, LLC trimmed | 4,365 | $117K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 4,305 | $115K | 0.0% | 2026-Q2 |
| FWL INVESTMENT MANAGEMENT, LLC new | 2,746 | $73K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 2,674 | $72K | 0.0% | 2026-Q2 |
| TUCKER ASSET MANAGEMENT LLC trimmed | 1,690 | $45K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 1,206 | $32K | 0.0% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 1,191 | $32K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 733 | $20K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 652 | $17K | 0.0% | 2026-Q2 |
| Cape Investment Advisory, Inc. new | 590 | $16K | 0.0% | 2026-Q2 |
| Highland Investment Advisors LLC new | 380 | $10K | 0.0% | 2026-Q2 |
| PMV Capital Advisers, LLC trimmed | 287 | $8K | 0.0% | 2026-Q2 |
| Johnson Financial Group, Inc. | 284 | $8K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 233 | $6K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 230 | $6K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 224 | $6K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 214 | $6K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 164 | $4K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 127 | $3K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 113 | $3K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 85 | $2K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 51 | $1K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 25 | $1K | 0.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 12 | $321 | 0.0% | 2026-Q2 |
| Empowered Funds, LLC added | 512,482 | $13M | 3.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 305,315 | $8M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 125,855 | $3M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 92,765 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans new | 71,086 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Farther Finance Advisors, LLC trimmed | 51,650 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| GeoWealth Management, LLC new | 38,149 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 37,125 | $978K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Hilltop Holdings Inc. trimmed | 17,549 | $462K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MILLINGTON SECURITIES, LLC new | 13,740 | $362K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC new | 583,151 | $15M | 3.8% | 2025-Q4 stale (2 quarters behind) |
| Bank of New York Mellon Corp added | 341,999 | $9M | 2.2% | 2025-Q4 stale (2 quarters behind) |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added | 171,248 | $4M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| TRUIST FINANCIAL CORP new | 21,459 | $563K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Trek Financial, LLC added | 323,715 | $9M | 2.2% | 2025-Q3 stale (3 quarters behind) |
| Legacy Capital Wealth Partners, LLC trimmed | 21,040 | $555K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Aptus Capital Advisors, LLC new | 549,569 | $14M | 3.6% | 2025-Q2 stale (4 quarters behind) |
| McElhenny Sheffield Capital Management, LLC new | 519,188 | $13M | 3.4% | 2025-Q2 stale (4 quarters behind) |
| Virtue Capital Management, LLC new | 189,396 | $5M | 1.2% | 2025-Q2 stale (4 quarters behind) |
| FLOW TRADERS U.S. LLC trimmed | 80,776 | $2M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| NewSquare Capital LLC added | 73,608 | $2M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| WorthPointe, LLC new | 32,853 | $847K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Raleigh Capital Management Inc. new | 25,185 | $649K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| HERITAGE OAK WEALTH ADVISORS LLC new | 17,747 | $457K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Belpointe Asset Management LLC new | 17,260 | $445K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| J HAGAN CAPITAL, INC. new | 12,920 | $338K | 0.1% | 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.