Who owns USSE
Which tracked institutional funds hold USSE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USSE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
3 tracked funds added or opened USSE while 5 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
USSE’s largest tracked holder by dollar value, HANTZ FINANCIAL SERVICES, INC., sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in USSE 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 9 tracked filers holding USSE, 5 increased or opened the position and 9 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 USSE 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 3
- Nuveen, LLC$5M
- Corient Private Wealth LP$581K
- GOLDMAN SACHS GROUP INC$515K
Full exits 3
- HANTZ FINANCIAL SERVICES, INC.$292M
- Brooklyn Investment Group$3M
- SEGALL BRYANT & HAMILL, LLC$713K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$455K
- GTS SECURITIES LLC$445K
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 |
|---|---|---|---|---|
| Nuveen, LLC new | 115,819 | $5M | 1.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 20,007 | $807K | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 14,389 | $581K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 12,768 | $515K | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 10,686 | $431K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 6,647 | $264K | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 1,527 | $62K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 376 | $15K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. new | 231 | $9K | 0.0% | 2026-Q2 |
| HANTZ FINANCIAL SERVICES, INC. added | 8,810,244 | $292M | 96.1% | 2026-Q1 stale (1 quarter behind) |
| Brooklyn Investment Group trimmed | 102,559 | $3M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| SEGALL BRYANT & HAMILL, LLC new | 20,609 | $713K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 7,729 | $257K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 395 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Motiv8 Investments LLC new | 584 | $7K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC new | 312 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 1,138 | $37K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| OSAIC HOLDINGS, INC. new | 226 | $7K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.