95 tracked 13F filers disclose a position in USAC as of the latest SEC 13F filings, a combined $1.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | $481.7M | 18.3M | ▼−4.3% Reduced · −819K sh | Q2 2026 | |
| 2 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $157.5M | 5.8M | ▲+9.4% Added · +501K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $98.7M | 3.6M | ▲+8.8% Added · +294K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $96.6M | 3.5M | ▼−23% Reduced · −1.1M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $76.1M | 2.8M | ▲+3.4% Added · +92K sh | Q1 2026 | |
| 6 | Blackstone Inc. | $18.9M | 697K | —Held | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $16.3M | 600K | ▲+2.9% Added · +17K sh | Q1 2026 | |
| 8 | UBS Group AG | $12.8M | 473K | ▼−11% Reduced · −58K sh | Q1 2026 | |
| 9 | NATIXIS | $11.0M | 406K | —Held | Q1 2026 | |
| 10 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | $8.5M | 315K | ▲+2.4% Added · +7K sh | Q1 2026 | |
| 11 | ING GROEP NV | $8.5M | 313K | —Held | Q1 2026 | |
| 12 | KAYNE ANDERSON CAPITAL ADVISORS LP | $6.8M | 251K | ▲New +251K sh | Q1 2026 | |
| 13 | Rockefeller Capital Management L.P. | $6.3M | 234K | ▼−0.4% Reduced · −865 sh | Q1 2026 | |
| 14 | Corient Private Wealth LLC | $5.7M | 211K | ▼−1.2% Reduced · −2K sh | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $4.8M | 176K | ▲+39% Added · +49K sh | Q1 2026 | |
| 16 | FIRST TRUST ADVISORS LP | $3.3M | 122K | ▼−12% Reduced · −17K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $3.3M | 122K | ▼−57% Reduced · −160K sh | Q1 2026 | |
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | $3.1M | 116K | —Held | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $2.7M | 101K | —Held | Q1 2026 | |
| 20 | Concurrent Investment Advisors, LLC | $2.6M | 99K | ▼−1.3% Reduced · −1K sh | Q2 2026 | |
| 21 | Mallini Complete Financial Planning LLC | $2.5M | 96K | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 22 | EXCHANGE TRADED CONCEPTS, LLC | $2.0M | 76K | ▼−1.9% Reduced · −1K sh | Q2 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $2.0M | 75K | ▼−0.4% Reduced · −308 sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $2.0M | 74K | ▼−39% Reduced · −47K sh | Q1 2026 | |
| 25 | Sanctuary Advisors, LLC | $2.0M | 74K | ▲+29% Added · +17K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in USAC and 6 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 31 funds | $10.4B |
| ALPHABET INC-CL AGOOGL | 31 funds | $7.7B |
| BROADCOM INCAVGO | 31 funds | $6.0B |
| META PLATFORMS INC-CLASS AMETA | 31 funds | $5.9B |
| JPMORGAN CHASE & COJPM | 31 funds | $5.3B |
| TESLA INCTSLA | 31 funds | $3.0B |
| ELI LILLY & COLLY | 31 funds | $2.7B |
| COSTCO WHOLESALE CORPCOST | 31 funds | $2.5B |
| VISA INC-CLASS A SHARESV | 31 funds | $2.3B |
| CHEVRON CORPCVX | 31 funds | $2.0B |
| HOME DEPOT INCHD | 31 funds | $1.7B |
| CATERPILLAR INCCAT | 31 funds | $1.6B |
Ranked by how many of USAC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 20, 2026 | Porter Christopher W | See Remarks | Sell (S) | 40K | $1.1M |
| Feb 19, 2026 | Whitehurst Bradford D. | Director | Buy (P) | 10K | $268K |
| May 8, 2025 | Whitehurst Bradford D. | Director | Buy (P) | 400 | $9K |
| May 8, 2025 | Whitehurst Bradford D. | Director | Buy (P) | 5K | $108K |
| May 8, 2025 | Whitehurst Bradford D. | Director | Buy (P) | 300 | $7K |
| May 8, 2025 | Whitehurst Bradford D. | Director | Buy (P) | 4K | $99K |
| May 8, 2025 | Whitehurst Bradford D. | Director | Buy (P) | 500 | $12K |
| Dec 17, 2024 | BROWN JEFFREY | Vice President | Buy (P) | 6K | $6K |
| Dec 17, 2024 | Brier Jack H. | Chairman, President, and CEO, Director | Buy (P) | 21K | $21K |
| Aug 26, 2024 | LONG ERIC D | See Remarks, Director | Sell (S) | 2K | $41K |
| Aug 23, 2024 | LONG ERIC D | See Remarks, Director | Sell (S) | 21K | $476K |
| Jun 14, 2024 | EIG VETERAN EQUITY AGGREGATOR, L.P. | Insider | Sell (S) | 2.8M | $63.9M |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/USAC/capital-change-brief"
Use Arkolith's capital_change_brief for USAC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for USAC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.