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/USAR/capital-change-brief"
Use Arkolith's capital_change_brief for USAR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Alyeska Investment Group, L.P. | $250.8M | 16.6M | ▲+113% Added · +8.8M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $213.2M | 14.1M | ▲+121% Added · +7.7M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $182.6M | 12.1M | ▲+140% Added · +7.0M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $126.6M | 8.4M | ▲New +8.4M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $65.4M | 4.3M | ▲+99% Added · +2.1M sh | Q1 2026 | |
| 6 | Hood River Capital Management LLC | $79.4M | 4.2M | ▲New +4.2M sh | Q1 2026 | |
| 7 | UBS Group AG | $58.8M | 3.9M | ▲+204% Added · +2.6M sh | Q1 2026 | |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $48.5M | 3.2M | ▲50× Added · +3.1M sh | Q1 2026 | |
| 9 | Newtyn Management, LLC | $35.4M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 10 | REAVES W H & CO INC | $35.1M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 11 | CITIGROUP INC | $23.8M | 1.6M | ▲+21% Added · +277K sh | Q1 2026 | |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.9M | 1.4M | ▲+84% Added · +662K sh | Q1 2026 | |
| 13 | Marex Group plc | $21.9M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $21.5M | 1.4M | ▼−11% Reduced · −177K sh | Q1 2026 | |
| 15 | ALLIANCEBERNSTEIN L.P. | $16.9M | 1.4M | ▲+42% Added · +420K sh | Q1 2026 | |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | $21.3M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $20.7M | 1.4M | ▲+109% Added · +713K sh | Q1 2026 | |
| 18 | MORGAN STANLEY | $18.5M | 1.2M | ▼−2.3% Reduced · −29K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $17.9M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 20 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $17.6M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 21 | Zimmer Partners, LP | $17.4M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 22 | Weiss Asset Management LP | $17.1M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $15.3M | 1.0M | ▲+11% Added · +96K sh | Q1 2026 | |
| 24 | RENAISSANCE TECHNOLOGIES LLC | $14.5M | 955K | ▼−14% Reduced · −158K sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $14.2M | 935K | ▲+64% Added · +366K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 7, 2026 | Caulfield Thomas | Director | Grant (A) | 271 | $0 |
| Jun 8, 2026 | Trabuco Carolyn | Director | Sell (S) | 13K | $296K |
| Jun 3, 2026 | Trabuco Carolyn | Director | Grant (A) | 6K | $0 |
| Jun 3, 2026 | Senft Michael F | Director | Grant (A) | 6K | $0 |
| Jun 3, 2026 | SCHWETHELM OTTO C | Director | Grant (A) | 6K | $0 |
| Jun 3, 2026 | Caulfield Thomas | Director | Grant (A) | 407 | $0 |
| Jun 3, 2026 | Caulfield Thomas | Director | Option exercise (M) | 3K | $0 |
| Jun 3, 2026 | Caulfield Thomas | Director | Option exercise (M) | 3K | $0 |
| Jun 3, 2026 | Caulfield Thomas | Director | Grant (A) | 6K | $0 |
| Jun 3, 2026 | BLITZER MICHAEL | Director | Grant (A) | 6K | $0 |
| May 21, 2026 | Steele William Robert Jr | Chief Financial Officer | Tax withholding (F) | 34K | $763K |
| May 20, 2026 | Trabuco Carolyn | Director | Option exercise (M) | 12K | $277K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 89 funds | $29.8B |
| NVIDIA CORPNVDA | 88 funds | $49.4B |
| TESLA INCTSLA | 87 funds | $8.5B |
| ELI LILLY & COLLY | 87 funds | $8.3B |
| UNITEDHEALTH GROUP INCUNH | 87 funds | $3.4B |
| AMAZON.COM INCAMZN | 86 funds | $25.3B |
| BROADCOM INCAVGO | 86 funds | $16.2B |
| META PLATFORMS INC-CLASS AMETA | 86 funds | $14.7B |
| MICRON TECHNOLOGY INCMU | 86 funds | $6.7B |
| MASTERCARD INC - AMA | 86 funds | $5.4B |
| GE VERNOVA INCGEV | 86 funds | $3.7B |
| INTUITIVE SURGICAL INCISRG | 86 funds | $2.8B |
Ranked by how many of USAR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for USAR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.