Who owns 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-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
The tracked-fund tape on USSG is one-sided between 2026-Q1 and 2026-Q2: 32 added or opened and 6 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
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 2026-Q1 and 2026-Q2, across 79 tracked filers holding USSG, 39 increased or opened the position and 36 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 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 4
- KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje$38M
- Wealth Advisory Team LLC$4M
- WCG Wealth Advisors LLC$1M
- Cerity Partners LLC$1M
Full exits 5
- Bank of Italy$152M
- Colorado Capital Management, Inc.$18M
- PARK AVENUE SECURITIES LLC$979K
- Betterment LLC$963K
- Smart Portfolios, LLC$776K
Largest adds
- BANK OF AMERICA CORP /DE/$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Modern Wealth Management, LLC$1M
- US BANCORP \DE\$1M
- Daiwa Securities Group Inc.$1M
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$957K
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 |
|---|---|---|---|---|
| FMR LLC trimmed | 628,688 | $44M | 8.0% | 2026-Q2 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje new | 546,095 | $38M | 7.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 322,734 | $22M | 4.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 146,942 | $10M | 1.9% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 137,019 | $10M | 1.7% | 2026-Q2 |
| Brio Consultants, LLC trimmed | 124,959 | $9M | 1.6% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 120,779 | $8M | 1.5% | 2026-Q2 |
| Daiwa Securities Group Inc. added | 102,191 | $7M | 1.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 86,608 | $6M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 73,502 | $5M | 0.9% | 2026-Q2 |
| Prentice Wealth Management LLC trimmed | 55,076 | $4M | 0.7% | 2026-Q2 |
| GAM Holding AG | 53,800 | $4M | 0.7% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 53,606 | $4M | 0.7% | 2026-Q2 |
| Wealth Advisory Team LLC added | 53,606 | $4M | 0.7% | 2026-Q2 |
| ASSETMARK, INC added | 50,999 | $4M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 47,365 | $3M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 42,721 | $3M | 0.5% | 2026-Q2 |
| Fingerlakes Wealth Management, Inc. added | 39,793 | $3M | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 39,008 | $3M | 0.5% | 2026-Q2 |
| MORGAN STANLEY added | 35,866 | $2M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 34,526 | $2M | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC added | 34,206 | $2M | 0.4% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 33,341 | $2M | 0.4% | 2026-Q2 |
| Destination Wealth Management trimmed | 30,083 | $2M | 0.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 29,998 | $2M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 27,852 | $2M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 23,615 | $2M | 0.3% | 2026-Q2 |
| Allworth Financial LP added | 23,572 | $2M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 21,636 | $2M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 19,435 | $1M | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC new | 17,339 | $1M | 0.2% | 2026-Q2 |
| Cerity Partners LLC new | 15,592 | $1M | 0.2% | 2026-Q2 |
| Mariner, LLC | 11,913 | $827K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 10,870 | $755K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,050 | $703K | 0.1% | 2026-Q2 |
| Archer Investment Management, LLC trimmed | 9,832 | $683K | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 9,550 | $663K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 8,835 | $614K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. | 8,658 | $601K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 8,438 | $586K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 7,673 | $533K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 7,266 | $505K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 5,963 | $414K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,931 | $412K | 0.1% | 2026-Q2 |
| Veridan Wealth LLC trimmed | 5,640 | $392K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 5,615 | $390K | 0.1% | 2026-Q2 |
| Aaron Wealth Advisors LLC trimmed | 5,609 | $390K | 0.1% | 2026-Q2 |
| Vantus Wealth LLC added | 4,857 | $337K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP | 4,808 | $334K | 0.1% | 2026-Q2 |
| Summit Financial, LLC new | 4,769 | $331K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. | 4,515 | $314K | 0.1% | 2026-Q2 |
| RETIREMENT CAPITAL STRATEGIES trimmed | 4,477 | $311K | 0.1% | 2026-Q2 |
| Barden Capital Management, Inc. trimmed | 4,404 | $306K | 0.1% | 2026-Q2 |
| RIDGECREST WEALTH PARTNERS, LLC trimmed | 4,300 | $299K | 0.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 4,285 | $298K | 0.1% | 2026-Q2 |
| QUANTUM FINANCIAL PARTNERS LLC new | 4,150 | $288K | 0.1% | 2026-Q2 |
| Americana Partners, LLC added | 3,628 | $252K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,329 | $231K | 0.0% | 2026-Q2 |
| BLUESTEM FINANCIAL ADVISORS, LLC trimmed | 3,138 | $218K | 0.0% | 2026-Q2 |
| Berger Financial Group, Inc new | 3,086 | $214K | 0.0% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC new | 3,068 | $213K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 3,036 | $211K | 0.0% | 2026-Q2 |
| Financial Gravity Companies, Inc. trimmed | 2,990 | $208K | 0.0% | 2026-Q2 |
| Chicago Partners Investment Group LLC new | 3,048 | $206K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,110 | $146K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 1,614 | $112K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 1,169 | $81K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC | 1,016 | $71K | 0.0% | 2026-Q2 |
| Provenance Wealth Advisors, LLC | 940 | $65K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 586 | $41K | 0.0% | 2026-Q2 |
| Ameliora Wealth Management Ltd. | 576 | $40K | 0.0% | 2026-Q2 |
| 1 NORTH WEALTH SERVICES LLC | 260 | $18K | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. trimmed | 253 | $16K | 0.0% | 2026-Q2 |
| Spire Wealth Management added | 165 | $11K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 158 | $11K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 103 | $7K | 0.0% | 2026-Q2 |
| Capitol Family Office, Inc. | 99 | $7K | 0.0% | 2026-Q2 |
| FIRST COMMUNITY TRUST NA | 53 | $4K | 0.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 33 | $2K | 0.0% | 2026-Q2 |
| Bank of Italy | 2,548,421 | $152M | 27.9% | 2026-Q1 stale (1 quarter behind) |
| Colorado Capital Management, Inc. added | 296,784 | $18M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC added | 16,400 | $979K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC added | 16,139 | $963K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Smart Portfolios, LLC added | 13,004 | $776K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 6,635 | $396K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 3,250 | $194K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. trimmed | 3,058 | $183K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SigFig Wealth Management, LLC trimmed | 585,415 | $37M | 6.8% | 2025-Q4 stale (2 quarters behind) |
| Savant Capital, LLC added | 4,139 | $263K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC added | 105,027 | $6M | 1.2% | 2025-Q3 stale (3 quarters behind) |
| FIRST NATIONAL CORP /MA/ /ADV | 9,602 | $592K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| NEUBERGER BERMAN GROUP LLC | 3,954 | $243K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG added | 944 | $58K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. added | 898 | $55K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Arlington Trust Co LLC | 800 | $49K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| NISSAY ASSET MANAGEMENT CORP /JAPAN added | 1,619,000 | $92M | 16.9% | 2025-Q2 stale (4 quarters behind) |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 124,993 | $7M | 1.3% | 2025-Q2 stale (4 quarters behind) |
| TWO SIGMA INVESTMENTS, LP added | 7,600 | $432K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Elevation Capital Advisory, LLC added | 5,249 | $299K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| MARSHALL WACE, LLP new | 4,039 | $230K | 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.