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Security record · archived quarter

USIO

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
8Tracked holders
-1Δ holders
1.98MShares held
$2.81MReported value
+0New positions
−1Exits
Falling 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -11.1% · share flow +3.1% · net new positions -12.5%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 18 +4 2.09M $5.18M +4
Q1 2026 14 -3 2.06M $2.35M −3
Q4 2025 17 0 2.32M $3.16M
Q3 2025 8 -1 1.98M $2.81M −1
Q2 2025 7 +1 1.81M $2.77M +1
Q1 2025 4 0 616.49K $900,152 +1 −1
Q4 2024 4 0 814.72K $1.19M
Q3 2024 3 0 582.35K $792,055
Q2 2024 3 611.80K $936,124
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 995.64K -1.6% $1.41M 0.0% ▼ Trim 2 SEC ↗
2 The Vanguard Group (passive) 995.64K -1.6% $1.41M 0.0% ▼ Trim 2 SEC ↗
3 The Vanguard Group (passive) 995.64K -1.6% $1.41M 0.0% ▼ Trim 2 SEC ↗
4 Renaissance Technologies 441.24K +9.2% $626,562 0.0% ▲ Add 6 SEC ↗
5 Geode Capital Management (passive) 180.49K 0.0% $256,357 0.0% Held 6 SEC ↗
6 Geode Capital Management (passive) 180.49K 0.0% $256,357 0.0% Held 6 SEC ↗
7 BlackRock (passive) 94.75K +12.9% $134,553 0.0% ▲ Add 2 SEC ↗
8 BlackRock (passive) 94.75K +12.9% $134,553 0.0% ▲ Add 2 SEC ↗
9 BlackRock (passive) 94.75K +12.9% $134,553 0.0% ▲ Add 2 SEC ↗
10 Citadel Advisors 78.49K +103.7% $111,460 0.0% ▲ Add 2 SEC ↗
11 Citadel Advisors 78.49K +103.7% $111,460 0.0% ▲ Add 2 SEC ↗
12 State Street Global Advisors (passive) 76.79K 0.0% $109,040 0.0% Held 4 SEC ↗
13 Morgan Stanley 59.73K $84,823 0.0% n/c 1 SEC ↗
14 Morgan Stanley 59.73K $84,823 0.0% n/c 1 SEC ↗
15 Goldman Sachs Group 49.53K $70,334 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

No new tracked buyers this quarter.

Exited

Two Sigma Investments $17,950 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 28 holders, 6.08M shares, $6.99M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Beneficial ownership
Aug 25 SC 13G — TALL PINES CAPITAL, LLC

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q3 2025 · Methodology · Get this via the API