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Institutional Ownership · SEC Form 13F

Who owns USSG (USSG)


Which tracked institutional funds hold USSG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See USSG company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

77
Institutional holders
5,462,834
Shares held (tracked funds)

How the tape is positioned

8 tracked funds added or opened USSG while 15 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

USSG’s largest tracked holder by dollar value, Bank of Italy, sizes it at 6.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in USSG 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 77 tracked filers holding USSG, 38 increased or opened the position and 32 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 USSG 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

  • Modern Wealth Management, LLC$1M
  • CITADEL ADVISORS LLC$732K
  • Mariner, LLC$711K

Full exits 3

  • SigFig Wealth Management, LLC$37M
  • GAM Holding AG$7M
  • Wealth Advisory Team LLC$3M

Largest adds

  • GOLDMAN SACHS GROUP INC$3M
  • Brio Consultants, LLC$955K
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$831K
  • Daiwa Securities Group Inc.$576K
  • WELLS FARGO & COMPANY/MN$282K

Largest trims

  • Bank of Italy$10M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M
  • FMR LLC$3M
  • Archer Investment Management, LLC$1M
  • BANK OF AMERICA CORP /DE/$812K
  • FIFTH THIRD BANCORP$800K

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).

FundSharesReported value% of valueQuarter
Bank of Italy2,548,421$152M31.5%2026-Q1
FMR LLC trimmed718,987$43M8.9%2026-Q1
BANK OF AMERICA CORP /DE/ added320,766$19M4.0%2026-Q1
Colorado Capital Management, Inc. added296,784$18M3.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added144,742$9M1.8%2026-Q1
Brio Consultants, LLC added125,676$8M1.7%2026-Q1
US BANCORP \DE\ added139,013$8M1.7%2026-Q1
Financial Engines Advisors L.L.C. added125,857$8M1.6%2026-Q1
Daiwa Securities Group Inc. added98,875$6M1.2%2026-Q1
FIFTH THIRD BANCORP trimmed86,091$5M1.1%2026-Q1
GOLDMAN SACHS GROUP INC added75,910$5M0.9%2026-Q1
Prentice Wealth Management LLC trimmed60,926$4M0.8%2026-Q1
Cetera Investment Advisers added47,483$3M0.6%2026-Q1
Aptus Capital Advisors, LLC added47,075$3M0.6%2026-Q1
ASSETMARK, INC added47,008$3M0.6%2026-Q1
WELLS FARGO & COMPANY/MN added38,736$2M0.5%2026-Q1
Fingerlakes Wealth Management, Inc. added38,299$2M0.5%2026-Q1
LPL Financial LLC added35,737$2M0.4%2026-Q1
MORGAN STANLEY trimmed34,252$2M0.4%2026-Q1
Prime Capital Investment Advisors, LLC trimmed32,382$2M0.4%2026-Q1
Destination Wealth Management trimmed30,699$2M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed28,362$2M0.3%2026-Q1
Steward Partners Investment Advisory, LLC added23,607$1M0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added19,906$1M0.2%2026-Q1
Modern Wealth Management, LLC new18,787$1M0.2%2026-Q1
PARK AVENUE SECURITIES LLC added16,400$979K0.2%2026-Q1
Betterment LLC added16,139$963K0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed15,646$934K0.2%2026-Q1
Clear Creek Financial Management, LLC trimmed13,723$819K0.2%2026-Q1
JPMORGAN CHASE & CO trimmed14,127$818K0.2%2026-Q1
Smart Portfolios, LLC added13,004$776K0.2%2026-Q1
CITADEL ADVISORS LLC trimmed12,270$732K0.2%2026-Q1
Mariner, LLC new11,913$711K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added11,171$672K0.1%2026-Q1
Archer Investment Management, LLC trimmed10,942$653K0.1%2026-Q1
Allworth Financial LP trimmed10,234$611K0.1%2026-Q1
Perigon Wealth Management, LLC trimmed8,973$536K0.1%2026-Q1
Advyzon Investment Management, LLC trimmed8,734$521K0.1%2026-Q1
Baird Financial Group, Inc.8,658$517K0.1%2026-Q1
OSAIC HOLDINGS, INC. added8,044$480K0.1%2026-Q1
Barden Capital Management, Inc. added7,999$477K0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed7,698$459K0.1%2026-Q1
Corient Private Wealth LLC trimmed7,275$434K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed6,635$396K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed6,207$370K0.1%2026-Q1
Aaron Wealth Advisors LLC added5,961$356K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed5,931$354K0.1%2026-Q1
Veridan Wealth LLC trimmed5,685$339K0.1%2026-Q1
RIDGECREST WEALTH PARTNERS, LLC5,139$307K0.1%2026-Q1
Quantinno Capital Management LP new4,808$287K0.1%2026-Q1
Envestnet Portfolio Solutions, Inc.4,515$269K0.1%2026-Q1
FLPUTNAM INVESTMENT MANAGEMENT CO4,285$256K0.1%2026-Q1
BLUESTEM FINANCIAL ADVISORS, LLC4,285$256K0.1%2026-Q1
Americana Partners, LLC added3,517$210K0.0%2026-Q1
Sunbelt Securities, Inc.3,250$194K0.0%2026-Q1
Financial Gravity Asset Management, Inc. trimmed3,058$183K0.0%2026-Q1
IFP Advisors, Inc trimmed2,343$140K0.0%2026-Q1
BANK OF MONTREAL /CAN/1,614$96K0.0%2026-Q1
Farther Finance Advisors, LLC added1,531$92K0.0%2026-Q1
Wealth Enhancement Trust Services, Inc. added1,108$66K0.0%2026-Q1
Millstone Evans Group, LLC1,016$61K0.0%2026-Q1
Provenance Wealth Advisors, LLC940$56K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed805$48K0.0%2026-Q1
Cornerstone Planning Group LLC new557$37K0.0%2026-Q1
Geneos Wealth Management Inc. added586$35K0.0%2026-Q1
Ameliora Wealth Management Ltd.576$34K0.0%2026-Q1
1 NORTH WEALTH SERVICES LLC260$16K0.0%2026-Q1
Advisory Services Network, LLC199$12K0.0%2026-Q1
Rossby Financial, LCC new158$10K0.0%2026-Q1
Capitol Family Office, Inc.99$6K0.0%2026-Q1
VANGUARD ADVISERS INC new103$6K0.0%2026-Q1
NISSAY ASSET MANAGEMENT CORP /JAPAN added1,619,000$92M19.1%2025-Q2 stale
SigFig Wealth Management, LLC trimmed585,415$37M7.7%2025-Q4 stale
PRINCIPAL FINANCIAL GROUP INC trimmed124,993$7M1.5%2025-Q2 stale
GAM Holding AG new107,600$7M1.4%2025-Q4 stale
FLOW TRADERS U.S. LLC added105,027$6M1.3%2025-Q3 stale
Wealth Advisory Team LLC trimmed46,781$3M0.6%2025-Q4 stale
FIRST NATIONAL CORP /MA/ /ADV9,602$592K0.1%2025-Q3 stale
TWO SIGMA INVESTMENTS, LP added7,600$432K0.1%2025-Q2 stale
Elevation Capital Advisory, LLC added5,249$299K0.1%2025-Q2 stale
Andrew Hill Investment Advisors, Inc. trimmed5,673$286K0.1%2025-Q1 stale
Vantus Wealth LLC new4,431$281K0.1%2025-Q4 stale
JANE STREET GROUP, LLC trimmed4,451$273K0.1%2025-Q3 stale
Savant Capital, LLC added4,139$263K0.1%2025-Q4 stale
NEUBERGER BERMAN GROUP LLC3,954$243K0.1%2025-Q3 stale
MARSHALL WACE, LLP new4,039$230K0.0%2025-Q2 stale
Financial Gravity Companies, Inc. trimmed3,182$181K0.0%2025-Q2 stale
DEUTSCHE BANK AG\ added2,000$101K0.0%2025-Q1 stale
PSI Advisors, LLC1,200$60K0.0%2025-Q1 stale
UBS Group AG added944$58K0.0%2025-Q3 stale
PRINCIPAL SECURITIES, INC. added898$55K0.0%2025-Q3 stale
Arlington Trust Co LLC800$49K0.0%2025-Q3 stale
NBC SECURITIES, INC.742$47K0.0%2025-Q4 stale
AdvisorNet Financial, Inc added740$47K0.0%2025-Q4 stale
MCF Advisors LLC new851$43K0.0%2025-Q1 stale
Kestra Advisory Services, LLC trimmed546$35K0.0%2025-Q4 stale
HARBOUR INVESTMENTS, INC. added514$32K0.0%2025-Q3 stale
AE Wealth Management LLC339$17K0.0%2025-Q1 stale
Evergreen Private Wealth LLC220$13K0.0%2025-Q3 stale
O'SHAUGHNESSY ASSET MANAGEMENT, LLC new215$11K0.0%2025-Q1 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.

HoldersTotal shares

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.

Learn how to read institutional ownership