65 tracked 13F filers disclose a position in USCI as of the latest SEC 13F filings, a combined $120.0M 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 | MATAURO, LLC | $33.8M | 365K | ▲+5.5% Added · +19K sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $14.2M | 149K | ▲+34% Added · +38K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $14.2M | 149K | ▼−0.2% Reduced · −242 sh | Q1 2026 | |
| 4 | Axiom Financial Strategies, LLC | $7.7M | 83K | ▲+31% Added · +20K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $7.1M | 75K | ▲+81% Added · +33K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $4.6M | 48K | ▼−41% Reduced · −34K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $3.8M | 39K | ▲+33% Added · +10K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $3.7M | 39K | ▼−18% Reduced · −8K sh | Q1 2026 | |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 37K | ▲Added Added · +37K sh | Q1 2026 | |
| 10 | Pekin Hardy Strauss, Inc. | $2.4M | 26K | ▼−0.3% Reduced · −75 sh | Q2 2026 | |
| 11 | ROYAL BANK OF CANADA | $2.5M | 26K | ▼−17% Reduced · −5K sh | Q1 2026 | |
| 12 | Winter & Associates, Inc. | $1.9M | 20K | ▲+62% Added · +8K sh | Q2 2026 | |
| 13 | Focus Partners Advisor Solutions, LLC | $1.9M | 20K | ▲+62% Added · +8K sh | Q2 2026 | |
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.8M | 20K | —Held | Q2 2026 | |
| 15 | MML INVESTORS SERVICES, LLC | $1.7M | 18K | ▲+29% Added · +4K sh | Q2 2026 | |
| 16 | ARKANSAS FINANCIAL GROUP, INC. | $1.5M | 16K | ▲+17% Added · +2K sh | Q2 2026 | |
| 17 | MISSION WEALTH MANAGEMENT, LP | $1.2M | 13K | ▲+0.3% Added · +44 sh | Q2 2026 | |
| 18 | Federation des caisses Desjardins du Quebec | $904K | 10K | ▲+8.9% Added · +780 sh | Q1 2026 | |
| 19 | Cerity Partners LLC | $855K | 9K | ▼−3.0% Reduced · −280 sh | Q1 2026 | |
| 20 | DV Trading LLC | $810K | 9K | —Held | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $769K | 8K | —Held | Q2 2026 | |
| 22 | Asset Dedication, LLC | $768K | 8K | ▼−1.5% Reduced · −123 sh | Q2 2026 | |
| 23 | Merit Financial Group, LLC | $763K | 8K | —Held | Q2 2026 | |
| 24 | Creative Planning | $784K | 8K | ▲+15% Added · +1K sh | Q1 2026 | |
| 25 | UBS Group AG | $746K | 8K | ▲+20% Added · +1K 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, 2 funds opened a new position in USCI and 7 added to an existing one, while 5 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 |
|---|---|---|
| APPLE INCAAPL | 29 funds | $3.5B |
| AMAZON.COM INCAMZN | 29 funds | $2.6B |
| MICROSOFT CORPMSFT | 29 funds | $2.1B |
| ALPHABET INC-CL AGOOGL | 29 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 29 funds | $1.2B |
| NVIDIA CORPNVDA | 28 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $1.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 28 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 28 funds | $1.0B |
| ELI LILLY & COLLY | 28 funds | $667.7M |
| WALMART INCWMT | 28 funds | $637.6M |
| UNITEDHEALTH GROUP INCUNH | 28 funds | $533.8M |
Ranked by how many of USCI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 18, 2016 | Love John P | President and CEO | Sell (S) | 468 | $19K |
| Mar 3, 2011 | Hyland John T. | Chief Investment Officer | Buy (P) | 400 | $29K |
| Sep 16, 2010 | Gerber Nicholas Daniel | Chairman, President and CEO, Director | Buy (P) | 1K | $71K |
| Aug 10, 2010 | Hyland John T. | Chief Investment Officer | Buy (P) | 1K | $50K |
Connected entities for USCI
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/USCI/capital-change-brief"
Use Arkolith's capital_change_brief for USCI. 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 USCI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.