333 tracked 13F filers disclose a position in USAR as of the latest SEC 13F filings, a combined $2.0B 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 | 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 | $291.8M | 13.5M | ▲+12% Added · +1.5M sh | Q2 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $126.6M | 8.4M | →First observed position No prior filed position | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $104.9M | 4.9M | ▲+13% Added · +540K sh | Q2 2026 | |
| 6 | Bayshore Capital Advisors, LLC | $95.8M | 4.4M | ▼−49% Reduced · −4.3M sh | Q2 2026 | |
| 7 | UBS Group AG | $58.8M | 3.9M | ▲+204% Added · +2.6M sh | Q1 2026 | |
| 8 | Hood River Capital Management LLC | $79.6M | 3.7M | ▼−13% Reduced · −554K sh | Q2 2026 | |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $48.5M | 3.2M | ▲50× Added · +3.1M sh | Q1 2026 | |
| 10 | Newtyn Management, LLC | $35.4M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 11 | REAVES W H & CO INC | $43.2M | 2.0M | ▼−14% Reduced · −320K sh | Q2 2026 | |
| 12 | CITIGROUP INC | $23.8M | 1.6M | ▲+21% Added · +277K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.9M | 1.4M | ▲+84% Added · +662K sh | Q1 2026 | |
| 14 | Marex Group plc | $21.9M | 1.4M | ▲New +1.4M sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $21.5M | 1.4M | ▼−11% Reduced · −177K sh | Q1 2026 | |
| 16 | ALLIANCEBERNSTEIN L.P. | $16.9M | 1.4M | ▲+42% Added · +420K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $21.3M | 1.4M | →First observed position No prior filed position | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $20.7M | 1.4M | ▲+109% Added · +713K sh | Q1 2026 | |
| 19 | ALTFEST L J & CO INC | $27.2M | 1.3M | ▲+7.8% Added · +92K sh | Q2 2026 | |
| 20 | MORGAN STANLEY | $18.5M | 1.2M | ▼−2.3% Reduced · −29K sh | Q1 2026 | |
| 21 | VANGUARD FIDUCIARY TRUST CO | $17.9M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 22 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $17.6M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 23 | Zimmer Partners, LP | $17.4M | 1.2M | ▲New +1.2M sh | Q1 2026 | |
| 24 | GOLDMAN SACHS GROUP INC | $15.3M | 1.0M | ▲+11% Added · +96K sh | Q1 2026 | |
| 25 | RENAISSANCE TECHNOLOGIES LLC | $14.5M | 955K | ▼−14% Reduced · −158K 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, 14 funds opened a new position in USAR and 24 added to an existing one, while 11 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 | 171 funds | $256.7B |
| MICROSOFT CORPMSFT | 169 funds | $166.2B |
| AMAZON.COM INCAMZN | 167 funds | $122.9B |
| APPLE INCAAPL | 166 funds | $188.8B |
| BROADCOM INCAVGO | 164 funds | $106.0B |
| META PLATFORMS INC-CLASS AMETA | 164 funds | $73.0B |
| MICRON TECHNOLOGY INCMU | 164 funds | $28.2B |
| ALPHABET INC-CL AGOOGL | 163 funds | $93.2B |
| ALPHABET INC-CL CGOOG | 161 funds | $85.7B |
| ELI LILLY & COLLY | 160 funds | $53.3B |
| TESLA INCTSLA | 160 funds | $44.5B |
| COSTCO WHOLESALE CORPCOST | 160 funds | $24.0B |
Ranked by how many of USAR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 8, 2026 | Trabuco Carolyn | Director | Sell (S) | 13K | $296K |
| Jan 29, 2026 | BLITZER MICHAEL | Director | Buy (P) | 100K | $2.1M |
| Jan 29, 2026 | Trabuco Carolyn | Director | Buy (P) | 1K | $29K |
| Aug 13, 2025 | BLITZER MICHAEL | Director, 10% Owner | Sell (S) | 2.1M | $32.9M |
Connected entities for USAR
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.
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.