USEP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +3.3% ·
net new positions -6.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -1 | 554.16K | $22.90M | +2 | −3 |
| Q1 2026 | 18 | +3 | 536.56K | $20.74M | +4 | −1 |
| Q4 2025 | 15 | -1 | 495.24K | $19.48M | — | −1 |
| Q3 2025 | 2 | 0 | 6.69K | $258,817 | — | — |
| Q2 2025 | 1 | 0 | 22.47K | $828,208 | — | — |
| Q1 2025 | 1 | 0 | 12.77K | $439,295 | — | — |
| Q4 2024 | 1 | 0 | 5.94K | $209,169 | — | — |
| Q3 2024 | 1 | 0 | 11.42K | $396,835 | — | — |
| Q2 2024 | 1 | — | 13.21K | $446,329 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, Llc | 91.94K | -1.7% | $3.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 89.22K | +2.5% | $3.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Cetera Investment Advisers | 66.42K | -3.0% | $2.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Susquehanna International Group, Llp | 59.81K | +249.3% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 52.56K | -3.6% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Truist Financial Corp | 43.74K | -9.2% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 37.73K | +2.8% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 28.54K | +51.1% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 26.00K | 0.0% | $1.07M | 0.0% | Held | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 17.20K | -27.8% | $711,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Citadel Advisors ✦ | 16.88K | +2.9% | $697,774 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 12.60K | +58.4% | $520,193 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jane Street Group, Llc | 5.92K | New | $244,508 | 0.0% | New | 1 | SEC ↗ |
| 14 | Hrt Financial Lp | 5.10K | New | $210,000 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 500 | 0.0% | $21,000 | 0.0% | Held | 3 | SEC ↗ |
| 16 | UBS Group AG | 1 | 0.0% | $41 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $244,508 | 0.0% |
| Hrt Financial Lp | $210,000 | 0.0% |
Exited
| Creative Planning | $1.17M | was 0.0% |
| Goldman Sachs Group | $225,480 | was 0.0% |
| Barclays Plc | $45,823 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 77 holders, 2.92M shares, $113.01M 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.