USMF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.0% ·
share flow -14.3% ·
net new positions +13.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | HighTower Advisors, LLC | 1.36M | +0.8% | $67.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Lido Advisors, LLC | 673.64K | -11.8% | $33.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 226.18K | -14.8% | $11.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 160.80K | -22.7% | $7.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 160.80K | -22.7% | $7.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 103.73K | -3.6% | $5.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Mariner, LLC | 72.36K | +0.1% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 49.59K | +28.7% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 49.59K | +28.7% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 46.61K | -85.4% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 46.61K | -85.4% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 38.14K | +109.2% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 38.14K | +109.2% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 30.43K | -66.2% | $1.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 28.78K | +6.5% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 28.78K | +6.5% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 28.78K | +6.5% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 23.20K | New | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 21.19K | -28.8% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 21.19K | -28.8% | $1.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cwm, Llc | 15.66K | -49.7% | $773,194 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 12.41K | New | $612,954 | 0.0% | New | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 11.91K | -0.2% | $588,363 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | UBS AM, a distinct business unit of… | 8.69K | New | $428,915 | 0.0% | New | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 7.92K | -49.4% | $390,970 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Jane Street Group, Llc | 6.44K | +32.2% | $318,155 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 6.30K | -82.5% | $311,094 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 5.11K | -44.8% | $254,786 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 2.16K | +99.3% | $107,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 2.16K | +99.3% | $107,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 683 | +54.2% | $33,727 | 0.0% | ▲ Add | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.15M | 0.0% |
| Goldman Sachs Group | $612,954 | 0.0% |
| UBS AM, a distinct business… | $428,915 | 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.