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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Bank of Italy | 2,548,421 | $152M | 31.5% | 2026-Q1 |
| FMR LLC trimmed | 718,987 | $43M | 8.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 320,766 | $19M | 4.0% | 2026-Q1 |
| Colorado Capital Management, Inc. added | 296,784 | $18M | 3.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 144,742 | $9M | 1.8% | 2026-Q1 |
| Brio Consultants, LLC added | 125,676 | $8M | 1.7% | 2026-Q1 |
| US BANCORP \DE\ added | 139,013 | $8M | 1.7% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 125,857 | $8M | 1.6% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 98,875 | $6M | 1.2% | 2026-Q1 |
| FIFTH THIRD BANCORP trimmed | 86,091 | $5M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 75,910 | $5M | 0.9% | 2026-Q1 |
| Prentice Wealth Management LLC trimmed | 60,926 | $4M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 47,483 | $3M | 0.6% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 47,075 | $3M | 0.6% | 2026-Q1 |
| ASSETMARK, INC added | 47,008 | $3M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 38,736 | $2M | 0.5% | 2026-Q1 |
| Fingerlakes Wealth Management, Inc. added | 38,299 | $2M | 0.5% | 2026-Q1 |
| LPL Financial LLC added | 35,737 | $2M | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 34,252 | $2M | 0.4% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 32,382 | $2M | 0.4% | 2026-Q1 |
| Destination Wealth Management trimmed | 30,699 | $2M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 28,362 | $2M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 23,607 | $1M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 19,906 | $1M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC new | 18,787 | $1M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 16,400 | $979K | 0.2% | 2026-Q1 |
| Betterment LLC added | 16,139 | $963K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 15,646 | $934K | 0.2% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 13,723 | $819K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 14,127 | $818K | 0.2% | 2026-Q1 |
| Smart Portfolios, LLC added | 13,004 | $776K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 12,270 | $732K | 0.2% | 2026-Q1 |
| Mariner, LLC new | 11,913 | $711K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 11,171 | $672K | 0.1% | 2026-Q1 |
| Archer Investment Management, LLC trimmed | 10,942 | $653K | 0.1% | 2026-Q1 |
| Allworth Financial LP trimmed | 10,234 | $611K | 0.1% | 2026-Q1 |
| Perigon Wealth Management, LLC trimmed | 8,973 | $536K | 0.1% | 2026-Q1 |
| Advyzon Investment Management, LLC trimmed | 8,734 | $521K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. | 8,658 | $517K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 8,044 | $480K | 0.1% | 2026-Q1 |
| Barden Capital Management, Inc. added | 7,999 | $477K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 7,698 | $459K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 7,275 | $434K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 6,635 | $396K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 6,207 | $370K | 0.1% | 2026-Q1 |
| Aaron Wealth Advisors LLC added | 5,961 | $356K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 5,931 | $354K | 0.1% | 2026-Q1 |
| Veridan Wealth LLC trimmed | 5,685 | $339K | 0.1% | 2026-Q1 |
| RIDGECREST WEALTH PARTNERS, LLC | 5,139 | $307K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP new | 4,808 | $287K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. | 4,515 | $269K | 0.1% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 4,285 | $256K | 0.1% | 2026-Q1 |
| BLUESTEM FINANCIAL ADVISORS, LLC | 4,285 | $256K | 0.1% | 2026-Q1 |
| Americana Partners, LLC added | 3,517 | $210K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 3,250 | $194K | 0.0% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. trimmed | 3,058 | $183K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 2,343 | $140K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 1,614 | $96K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,531 | $92K | 0.0% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. added | 1,108 | $66K | 0.0% | 2026-Q1 |
| Millstone Evans Group, LLC | 1,016 | $61K | 0.0% | 2026-Q1 |
| Provenance Wealth Advisors, LLC | 940 | $56K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 805 | $48K | 0.0% | 2026-Q1 |
| Cornerstone Planning Group LLC new | 557 | $37K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 586 | $35K | 0.0% | 2026-Q1 |
| Ameliora Wealth Management Ltd. | 576 | $34K | 0.0% | 2026-Q1 |
| 1 NORTH WEALTH SERVICES LLC | 260 | $16K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 199 | $12K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC new | 158 | $10K | 0.0% | 2026-Q1 |
| Capitol Family Office, Inc. | 99 | $6K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 103 | $6K | 0.0% | 2026-Q1 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN added | 1,619,000 | $92M | 19.1% | 2025-Q2 stale |
| SigFig Wealth Management, LLC trimmed | 585,415 | $37M | 7.7% | 2025-Q4 stale |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 124,993 | $7M | 1.5% | 2025-Q2 stale |
| GAM Holding AG new | 107,600 | $7M | 1.4% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 105,027 | $6M | 1.3% | 2025-Q3 stale |
| Wealth Advisory Team LLC trimmed | 46,781 | $3M | 0.6% | 2025-Q4 stale |
| FIRST NATIONAL CORP /MA/ /ADV | 9,602 | $592K | 0.1% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP added | 7,600 | $432K | 0.1% | 2025-Q2 stale |
| Elevation Capital Advisory, LLC added | 5,249 | $299K | 0.1% | 2025-Q2 stale |
| Andrew Hill Investment Advisors, Inc. trimmed | 5,673 | $286K | 0.1% | 2025-Q1 stale |
| Vantus Wealth LLC new | 4,431 | $281K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 4,451 | $273K | 0.1% | 2025-Q3 stale |
| Savant Capital, LLC added | 4,139 | $263K | 0.1% | 2025-Q4 stale |
| NEUBERGER BERMAN GROUP LLC | 3,954 | $243K | 0.1% | 2025-Q3 stale |
| MARSHALL WACE, LLP new | 4,039 | $230K | 0.0% | 2025-Q2 stale |
| Financial Gravity Companies, Inc. trimmed | 3,182 | $181K | 0.0% | 2025-Q2 stale |
| DEUTSCHE BANK AG\ added | 2,000 | $101K | 0.0% | 2025-Q1 stale |
| PSI Advisors, LLC | 1,200 | $60K | 0.0% | 2025-Q1 stale |
| UBS Group AG added | 944 | $58K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. added | 898 | $55K | 0.0% | 2025-Q3 stale |
| Arlington Trust Co LLC | 800 | $49K | 0.0% | 2025-Q3 stale |
| NBC SECURITIES, INC. | 742 | $47K | 0.0% | 2025-Q4 stale |
| AdvisorNet Financial, Inc added | 740 | $47K | 0.0% | 2025-Q4 stale |
| MCF Advisors LLC new | 851 | $43K | 0.0% | 2025-Q1 stale |
| Kestra Advisory Services, LLC trimmed | 546 | $35K | 0.0% | 2025-Q4 stale |
| HARBOUR INVESTMENTS, INC. added | 514 | $32K | 0.0% | 2025-Q3 stale |
| AE Wealth Management LLC | 339 | $17K | 0.0% | 2025-Q1 stale |
| Evergreen Private Wealth LLC | 220 | $13K | 0.0% | 2025-Q3 stale |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 215 | $11K | 0.0% | 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.
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.