Among active 13F managers last quarter, 8 opened and 11 added, while 4 reduced; the largest holder to move was Dale Q Rice Investment Management Ltd (+2.5%).
54 tracked 13F filers disclose a position in USD as of the latest SEC 13F filings, a combined $154.7M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 12.4M | Withheld | ▼−17% Reduced · −2.5M sh | Q1 2026 | |
| 2 | Distillate Capital Partners LLC | 999K | Withheld | ▲New +999K sh | Q1 2026 | |
| 3 | Integrated Wealth Concepts LLC | 664K | $69.2M | ▲+11% Added · +64K sh | Q2 2026 | |
| 4 | Dale Q Rice Investment Management Ltd | 458K | $47.8M | ▲+2.5% Added · +11K sh | Q2 2026 | |
| 5 | Tower Research Capital LLC (TRC) | 88K | $4.2M | ▲+135% Added · +50K sh | Q1 2026 | |
| 6 | Blair William & Co | 58K | $6.1M | ▼−0.4% Reduced · −225 sh | Q2 2026 | |
| 7 | HUB Investment Partners, LLC | 25K | $2.6M | ▲+0.1% Added · +33 sh | Q2 2026 | |
| 8 | Avaii Wealth Management, LLC | 25K | $2.6M | —Held | Q2 2026 | |
| 9 | Retirement Planning Co of New England, Inc. | 25K | $2.6M | ▼−49% Reduced · −24K sh | Q2 2026 | |
| 10 | Quantinno Capital Management LP | 22K | $1.0M | ▲+414% Added · +17K sh | Q1 2026 | |
| 11 | Focus Partners Wealth | 20K | $949K | ▲New +20K sh | Q1 2026 | |
| 12 | Chung Wu Investment Group, LLC | 14K | $1.5M | ▲+2.9% Added · +410 sh | Q2 2026 | |
| 13 | Susquehanna International Group, LLP | 14K | $653K | ▼−37% Reduced · −8K sh | Q1 2026 | |
| 14 | Morse Asset Management, Inc | 13K | $1.4M | ▼−25% Reduced · −4K sh | Q2 2026 | |
| 15 | Client First Investment Management LLC | 11K | $1.1M | ▲New +11K sh | Q2 2026 | |
| 16 | Prime Capital Investment Advisors, LLC | 10K | $1.1M | ▲+1.4% Added · +150 sh | Q2 2026 | |
| 17 | Creative Planning | 9K | $453K | ▲+6.0% Added · +534 sh | Q1 2026 | |
| 18 | XTX Topco Ltd | 9K | $452K | ▲New +9K sh | Q1 2026 | |
| 19 | Citadel Advisors LLC | 9K | $982K | ▲Added Added · +9K sh | Q2 2026 | |
| 20 | Valeo Financial Advisors, LLC | 9K | $959K | —Held | Q2 2026 | |
| 21 | Wealth Enhancement Advisory Services, LLC | 8K | $809K | ▼−5.3% Reduced · −467 sh | Q2 2026 | |
| 22 | JPMorgan Chase & Co | 7K | $322K | ▲+2.2% Added · +160 sh | Q1 2026 | |
| 23 | Farther Finance Advisors, LLC | 7K | $365K | ▲+16% Added · +990 sh | Q1 2026 | |
| 24 | Pure Financial Advisors, LLC | 7K | $716K | —Held | Q2 2026 | |
| 25 | Himension Capital (Singapore) Pte. LTD. | 6K | $588K | ▲New +6K sh | 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 8 funds opened a new position in USD and 11 added to an existing one, while 4 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 28 funds | $26.1B |
| Microsoft CorpMSFT | 28 funds | $19.2B |
| Alphabet Inc-CL AGOOGL | 28 funds | $14.0B |
| Broadcom IncAVGO | 28 funds | $12.0B |
| Micron Technology IncMU | 28 funds | $3.0B |
| Advanced Micro DevicesAMD | 28 funds | $2.4B |
| Apple IncAAPL | 27 funds | $21.4B |
| Alphabet Inc-CL CGOOG | 27 funds | $8.0B |
| Eli Lilly & CoLLY | 27 funds | $6.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 27 funds | $2.2B |
| Amazon.com IncAMZN | 26 funds | $16.5B |
| Meta Platforms Inc-Class AMETA | 26 funds | $7.9B |
Ranked by how many of USD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in USD.
| Class | 13F holders | Value held |
|---|---|---|
| SSOcommon | 221 funds | $1.5B |
| QLDUIT EXCHANGE TRADED | 203 funds | $1.6B |
| CSMPSHS LC COR PLUS | 98 funds | $262.9M |
| ROMcs | 76 funds | $91.4M |
| USDthis pagecommon | 54 funds | $168.3M |
| UWMcommon | 42 funds | $64.9M |
| DDMPSHS ULTRA DOW30 | 41 funds | $54.6M |
| MVVPSHS ULT MCAP400 | 22 funds | $13.1M |
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.