The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query USCB owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/USCB"
Use Arkolith to show who owns USCB, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | $9.8M | 527K | ▲+17% Added · +78K sh | Q1 2026 | |
| 2 | STATE STREET CORP | $2.9M | 154K | ▲+2.7% Added · +4K sh | Q1 2026 | |
| 3 | North Reef Capital Management LP | $2.4M | 128K | ▲+3.5% Added · +4K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.3M | 68K | ▲New +68K sh | Q1 2026 | |
| 5 | VANGUARD FIDUCIARY TRUST CO | $1.2M | 64K | ▲New +64K sh | Q1 2026 | |
| 6 | Connor, Clark & Lunn Investment Management Ltd. | $992K | 53K | ▼−14% Reduced · −9K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $495K | 27K | ▼−27% Reduced · −10K sh | Q1 2026 | |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $313K | 17K | ▲+13% Added · +2K sh | Q1 2026 | |
| 9 | LOS ANGELES CAPITAL MANAGEMENT LLC | $284K | 15K | ▼−54% Reduced · −18K sh | Q1 2026 | |
| 10 | FIRST MANHATTAN CO. LLC. | $185K | 10K | —Held | Q1 2026 | |
| 11 | MetLife Investment Management, LLC | $123K | 7K | —Held | Q1 2026 | |
| 12 | CWM, LLC | $27K | 1K | ▲+9.5% Added · +129 sh | Q1 2026 | |
| 13 | NewEdge Advisors, LLC | $21K | 1K | ▼−33% Reduced · −565 sh | Q1 2026 | |
| 14 | Ameritas Investment Partners, Inc. | $15K | 808 | —Held | Q1 2026 | |
| 15 | Sterling Capital Management LLC | $5K | 277 | ▼−45% Reduced · −228 sh | Q1 2026 | |
| 16 | NISA INVESTMENT ADVISORS, LLC | $760 | 41 | —Held | Q1 2026 | |
| 17 | IFP Advisors, Inc | $464 | 25 | —Held | Q1 2026 | |
| 18 | ROTHSCHILD INVESTMENT LLC | $389 | 21 | ▲+133% Added · +12 sh | Q1 2026 | |
| 19 | MAI Capital Management | $316 | 17 | ▲+325% Added · +13 sh | Q1 2026 | |
| 20 | SBI Securities Co., Ltd. | $278 | 15 | —Held | Q1 2026 | |
| 21 | Root Financial Partners, LLC | $185 | 10 | ▲New +10 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 |
|---|---|---|---|---|---|
| Jun 8, 2026 | COLLAZO ANDRES | EVP, Operations & IT | Sell (S) | 1K | $19K |
| Mar 8, 2026 | BUSTLE NICHOLAS | EVP and Chief Lending Officer | Tax withholding (F) | 497 | $9K |
| Mar 8, 2026 | Anderson Robert B. | EVP and CFO | Tax withholding (F) | 1K | $18K |
| Mar 8, 2026 | COLLAZO ANDRES | EVP, Operations & IT | Tax withholding (F) | 429 | $8K |
| Mar 8, 2026 | GOMEZ OSCAR | EVP, Global Banking | Tax withholding (F) | 441 | $8K |
| Mar 8, 2026 | GUERRA-KATTOU MARTHA | EVP, Sales and Marketing | Tax withholding (F) | 401 | $7K |
| Mar 8, 2026 | Logrono Maricarmen | EVP and Chief Risk Officer | Tax withholding (F) | 197 | $4K |
| Mar 8, 2026 | DE LA AGUILERA LUIS | President and CEO, Director | Tax withholding (F) | 3K | $54K |
| Mar 7, 2026 | COLLAZO ANDRES | EVP, Operations & IT | Sell (S) | 8K | $146K |
| Mar 7, 2026 | COLLAZO ANDRES | EVP, Operations & IT | Option exercise (M) | 8K | $60K |
| Mar 6, 2026 | COLLAZO ANDRES | EVP, Operations & IT | Option exercise (M) | 8K | $0 |
| Feb 5, 2026 | Patriot Financial Partners GP II, LLC | 10% Owner | Option exercise (M) | 8K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| VISA INC-CLASS A SHARESV | 21 funds | $2.1B |
| SCHWAB (CHARLES) CORPSCHW | 21 funds | $847.3M |
| AMERICAN EXPRESS COAXP | 21 funds | $701.5M |
| APPLE INCAAPL | 20 funds | $11.0B |
| MICROSOFT CORPMSFT | 20 funds | $8.8B |
| AMAZON.COM INCAMZN | 20 funds | $6.5B |
| BROADCOM INCAVGO | 20 funds | $4.9B |
| ALPHABET INC-CL CGOOG | 20 funds | $4.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 20 funds | $3.0B |
| JPMORGAN CHASE & COJPM | 20 funds | $2.8B |
| TESLA INCTSLA | 20 funds | $2.5B |
| ELI LILLY & COLLY | 20 funds | $2.2B |
Ranked by how many of USCB'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 USCB. 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.