42 tracked 13F filers disclose a position in USD as of the latest SEC 13F filings, a combined $56.0M 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 | Mariner, LLC | Withheld | 12.4M | ▼−17% Reduced · −2.5M sh | Q1 2026 | |
| 2 | Distillate Capital Partners LLC | Withheld | 999K | ▲New +999K sh | Q1 2026 | |
| 3 | Integrated Wealth Concepts LLC | $28.8M | 600K | ▲New +600K sh | Q1 2026 | |
| 4 | Tower Research Capital LLC (TRC) | $4.2M | 88K | ▲+135% Added · +50K sh | Q1 2026 | |
| 5 | BLAIR WILLIAM & CO/IL | $2.8M | 58K | ▼−3.1% Reduced · −2K sh | Q1 2026 | |
| 6 | HUB Investment Partners, LLC | $2.6M | 25K | ▲+0.1% Added · +33 sh | Q2 2026 | |
| 7 | Retirement Planning Co of New England, Inc. | $2.6M | 25K | ▼−49% Reduced · −24K sh | Q2 2026 | |
| 8 | Quantinno Capital Management LP | $1.0M | 22K | ▲+414% Added · +17K sh | Q1 2026 | |
| 9 | Advisory Alpha, LLC | $987K | 21K | ▲+0.1% Added · +26 sh | Q1 2026 | |
| 10 | Focus Partners Wealth | $949K | 20K | ▲New +20K sh | Q1 2026 | |
| 11 | US Asset Management LLC | $701K | 15K | —Held | Q1 2026 | |
| 12 | Chung Wu Investment Group, LLC | $1.5M | 14K | ▲+2.9% Added · +410 sh | Q2 2026 | |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $653K | 14K | ▼−37% Reduced · −8K sh | Q1 2026 | |
| 14 | Client First Investment Management LLC | $1.1M | 11K | ▲New +11K sh | Q2 2026 | |
| 15 | Prime Capital Investment Advisors, LLC | $1.1M | 10K | ▲+1.4% Added · +150 sh | Q2 2026 | |
| 16 | Creative Planning | $453K | 9K | ▲+6.0% Added · +534 sh | Q1 2026 | |
| 17 | XTX Topco Ltd | $452K | 9K | ▲New +9K sh | Q1 2026 | |
| 18 | Valeo Financial Advisors, LLC | $959K | 9K | —Held | Q2 2026 | |
| 19 | TWO SIGMA SECURITIES, LLC | $431K | 9K | ▲+68% Added · +4K sh | Q1 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $809K | 8K | ▼−5.3% Reduced · −467 sh | Q2 2026 | |
| 21 | JPMORGAN CHASE & CO | $322K | 7K | ▲+2.2% Added · +160 sh | Q1 2026 | |
| 22 | Farther Finance Advisors, LLC | $365K | 7K | ▲+16% Added · +990 sh | Q1 2026 | |
| 23 | Pure Financial Advisors, LLC | $330K | 7K | —Held | Q1 2026 | |
| 24 | SBI Securities Co., Ltd. | $573K | 5K | ▲+175% Added · +3K sh | Q2 2026 | |
| 25 | J.E. Simmons & Co., P.C. | $555K | 5K | —Held | 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 USD and 10 added to an existing one, while 2 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 |
|---|---|---|
| ABBOTT LABORATORIESABT | 23 funds | $2.3B |
| NVIDIA CORPNVDA | 22 funds | $23.2B |
| APPLE INCAAPL | 22 funds | $18.9B |
| MICROSOFT CORPMSFT | 22 funds | $17.7B |
| AMAZON.COM INCAMZN | 22 funds | $13.8B |
| ALPHABET INC-CL AGOOGL | 22 funds | $12.8B |
| ALPHABET INC-CL CGOOG | 22 funds | $7.0B |
| ELI LILLY & COLLY | 22 funds | $5.5B |
| CITIGROUP INCC | 22 funds | $5.0B |
| VISA INC-CLASS A SHARESV | 22 funds | $3.8B |
| MERCK & CO. INC.MRK | 22 funds | $2.3B |
| UNITEDHEALTH GROUP INCUNH | 22 funds | $1.7B |
Ranked by how many of USD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SSOcommon | 195 funds | $1.4B |
| QLDSTOK | 170 funds | $1.4B |
| CSMPSHS LC COR PLUS | 87 funds | $249.5M |
| ROMcs | 59 funds | $60.4M |
| USDthis pagecommon | 42 funds | $69.6M |
| UWMcommon | 41 funds | $61.7M |
| DDMPSHS ULTRA DOW30 | 40 funds | $55.1M |
| MVVPSHS ULT MCAP400 | 20 funds | $9.9M |
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 USD
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/USD/capital-change-brief"
Use Arkolith's capital_change_brief for USD. 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 USD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.