52 tracked 13F filers disclose a position in USAI as of the latest SEC 13F filings, a combined $76.0M 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 | LPL Financial LLC | $17.6M | 374K | ▼−11% Reduced · −44K sh | Q1 2026 | |
| 2 | Beacon Harbor Wealth Advisors, Inc. | $14.7M | 316K | ▲New +316K sh | Q2 2026 | |
| 3 | Cetera Investment Advisers | $8.7M | 186K | ▲+5.4% Added · +9K sh | Q1 2026 | |
| 4 | Norris Financial Group, LLC | $7.4M | 163K | ▲+14% Added · +19K sh | Q2 2026 | |
| 5 | JBR Co Financial Management Inc | $3.8M | 84K | ▲+2.1% Added · +2K sh | Q2 2026 | |
| 6 | CLG LLC | $2.4M | 52K | ▲New +52K sh | Q2 2026 | |
| 7 | Arkadios Wealth Advisors | $2.0M | 43K | ▲New +43K sh | Q2 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $1.9M | 41K | ▼−4.8% Reduced · −2K sh | Q1 2026 | |
| 9 | CITADEL ADVISORS LLC | $1.7M | 36K | ▲+192% Added · +23K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $1.6M | 34K | ▲+50% Added · +11K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $1.3M | 30K | ▼−37% Reduced · −18K sh | Q2 2026 | |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $1.3M | 28K | ▲+3.0% Added · +820 sh | Q2 2026 | |
| 13 | GTS SECURITIES LLC | $1.2M | 25K | ▲+13% Added · +3K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $1.1M | 23K | ▲New +23K sh | Q1 2026 | |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $913K | 20K | ▲+146% Added · +12K sh | Q2 2026 | |
| 16 | Wealthcare Advisory Partners LLC | $811K | 18K | ▲+50% Added · +6K sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $821K | 17K | ▲+19% Added · +3K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $724K | 15K | ▲+68% Added · +6K sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $679K | 15K | ▲+58% Added · +5K sh | Q2 2026 | |
| 20 | Prospera Financial Services Inc | $472K | 10K | ▲+0.2% Added · +17 sh | Q2 2026 | |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $483K | 10K | ▲+0.5% Added · +50 sh | Q1 2026 | |
| 22 | Wealth Management Associates, Inc. | $396K | 9K | ▲+18% Added · +1K sh | Q2 2026 | |
| 23 | Summit Financial, LLC | $381K | 8K | ▲+29% Added · +2K sh | Q2 2026 | |
| 24 | Moors & Cabot, Inc. | $356K | 8K | —Held | Q2 2026 | |
| 25 | Insight Advisors, LLC/ PA | $329K | 7K | ▲+0.4% Added · +29 sh | Q2 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, 4 funds opened a new position in USAI and 17 added to an existing one, while 1 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 |
|---|---|---|
| NVIDIA CORPNVDA | 26 funds | $6.7B |
| APPLE INCAAPL | 26 funds | $4.7B |
| AMAZON.COM INCAMZN | 26 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 26 funds | $1.9B |
| TESLA INCTSLA | 26 funds | $1.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 26 funds | $1.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 26 funds | $1.3B |
| ADVANCED MICRO DEVICESAMD | 26 funds | $901.3M |
| MICROSOFT CORPMSFT | 25 funds | $2.8B |
| MICRON TECHNOLOGY INCMU | 25 funds | $2.6B |
| BROADCOM INCAVGO | 25 funds | $2.2B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $1.9B |
Ranked by how many of USAI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| COWZmc | 790 funds | $11.6B |
| CALFmc | 365 funds | $2.0B |
| GCOWmc | 232 funds | $2.0B |
| PTLCmc | 231 funds | $2.2B |
| COWGmc | 222 funds | $1.4B |
| QDPLmc | 183 funds | $933.2M |
| ICOWmc | 173 funds | $1.2B |
| PTNQmc | 148 funds | $686.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for USAI
This ETF 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/USAI/capital-change-brief"
Use Arkolith's capital_change_brief for USAI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for USAI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.