USAI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.7% ·
share flow +0.5% ·
net new positions +7.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | +1 | 808.28K | $36.77M | +1 | — |
| Q1 2026 | 14 | 0 | 752.53K | $35.36M | +2 | −2 |
| Q4 2025 | 14 | +1 | 734.25K | $28.01M | +1 | — |
| Q3 2025 | 2 | 0 | 8.98K | $357,996 | — | — |
| Q2 2025 | 2 | +1 | 28.79K | $1.17M | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 417.90K | — | $15.94M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Cetera Investment Advisers | 176.13K | — | $6.72M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 42.58K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 42.58K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 42.58K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 22.89K | — | $873,444 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 16.77K | — | $639,852 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 14.69K | — | $560,511 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 14.69K | — | $560,511 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 12.19K | +41.8% | $465,010 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 10.23K | — | $390,370 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mml Investors Services, Llc | 10.17K | — | $387,937 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 9.18K | — | $350,248 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Cwm, Llc | 1.22K | — | $46,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 288 | -25.4% | $10,968 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1 | New | $55 | 0.0% | New | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | — | $22 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $55 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 1.33M shares, $61.33M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.