61 tracked 13F filers disclose a position in USDU as of the latest SEC 13F filings, a combined $225.5M 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 | ASSETMARK, INC | $83.0M | 3.1M | ▼−0.9% Reduced · −28K sh | Q2 2026 | |
| 2 | GenWealth Group, Inc. | $20.9M | 782K | ▲+2.9% Added · +22K sh | Q2 2026 | |
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $14.9M | 557K | ▲+4.9% Added · +26K sh | Q2 2026 | |
| 4 | Empowered Funds, LLC | $13.5M | 512K | ▲162× Added · +509K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $13.0M | 495K | ▲+151% Added · +298K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $8.0M | 305K | ▲+144% Added · +180K sh | Q1 2026 | |
| 7 | Fortis Group Advisors, LLC | $8.0M | 297K | ▲Added Added · +297K sh | Q2 2026 | |
| 8 | Ausdal Financial Partners, Inc. | $5.8M | 219K | ▼−42% Reduced · −159K sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $5.3M | 200K | ▲+78% Added · +88K sh | Q1 2026 | |
| 10 | Summit Place Financial Advisors, LLC | $5.1M | 191K | ▲+3.6% Added · +7K sh | Q2 2026 | |
| 11 | LPL Financial LLC | $4.0M | 153K | ▲+224% Added · +106K sh | Q1 2026 | |
| 12 | Encompass More Asset Management | $3.5M | 129K | ▼−71% Reduced · −310K sh | Q2 2026 | |
| 13 | JANE STREET GROUP, LLC | $3.3M | 126K | ▲+269% Added · +92K sh | Q1 2026 | |
| 14 | J. Safra Sarasin Holding AG | $3.1M | 119K | —Held | Q2 2026 | |
| 15 | Cetera Investment Advisers | $3.0M | 114K | ▲New +114K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $2.6M | 100K | ▲21× Added · +95K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 93K | ▼−67% Reduced · −192K sh | Q1 2026 | |
| 18 | Legacy Wealth Partners, LLC | $2.3M | 86K | ▲+21% Added · +15K sh | Q2 2026 | |
| 19 | Atria Investments, Inc | $2.2M | 82K | ▲+205% Added · +55K sh | Q2 2026 | |
| 20 | CITADEL ADVISORS LLC | $2.0M | 75K | ▼−32% Reduced · −36K sh | Q1 2026 | |
| 21 | Balefire, LLC | $1.7M | 63K | ▼−1.5% Reduced · −994 sh | Q2 2026 | |
| 22 | FSA Investment Group, LLC | $1.7M | 63K | ▲New +63K sh | Q2 2026 | |
| 23 | Farther Finance Advisors, LLC | $1.4M | 52K | ▼−65% Reduced · −97K sh | Q1 2026 | |
| 24 | Gateway Wealth Partners, LLC | $1.2M | 46K | ▲+3.9% Added · +2K sh | Q2 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $1.1M | 42K | ▲+18% Added · +7K 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, 11 funds opened a new position in USDU and 17 added to an existing one, while 7 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 | 36 funds | $6.2B |
| APPLE INCAAPL | 36 funds | $5.3B |
| AMAZON.COM INCAMZN | 36 funds | $3.6B |
| MICROSOFT CORPMSFT | 36 funds | $3.6B |
| ALPHABET INC-CL AGOOGL | 36 funds | $2.8B |
| BROADCOM INCAVGO | 36 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 36 funds | $2.2B |
| ALPHABET INC-CL CGOOG | 35 funds | $2.3B |
| JPMORGAN CHASE & COJPM | 35 funds | $2.0B |
| TESLA INCTSLA | 35 funds | $1.4B |
| ELI LILLY & COLLY | 34 funds | $1.4B |
| COSTCO WHOLESALE CORPCOST | 34 funds | $1.1B |
Ranked by how many of USDU's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for USDU
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/USDU/capital-change-brief"
Use Arkolith's capital_change_brief for USDU. 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 USDU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.