USMF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +25.0% ·
share flow +14.7% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +1 | 2.11M | $114.39M | +2 | −1 |
| Q1 2026 | 23 | +3 | 2.92M | $143.93M | +3 | — |
| Q4 2025 | 20 | -1 | 3.40M | $175.12M | — | −1 |
| Q3 2025 | 5 | +1 | 168.90K | $8.83M | +1 | — |
| Q2 2025 | 2 | 0 | 23.24K | $1.19M | — | — |
| Q1 2025 | 1 | 0 | 4.83K | $239,813 | — | — |
| Q4 2024 | 1 | +1 | 23.59K | $1.17M | +1 | — |
| Q2 2024 | 1 | — | 9.51K | $432,230 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 82.31K | — | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 82.31K | — | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 41.70K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 41.70K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 41.70K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 41.70K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 41.70K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 41.70K | — | $2.18M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 29.80K | New | $1.56M | 0.0% | New | 1 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 14.96K | -35.3% | $782,221 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 125 | +2.5% | $6,534 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 125 | +2.5% | $6,534 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $1.56M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 74 holders, 5.49M shares, $266.78M 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.