Among active 13F managers last quarter, 13 opened and 24 added, while 7 reduced; the largest holder to move was GenWealth Group, Inc. (+2.9%).
76 tracked 13F filers disclose a position in USDU as of the latest SEC 13F filings, a combined $282.8M 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 | AssetMark, Inc | 3.1M | $83.0M | ▼−0.9% Reduced · −28K sh | Q2 2026 | |
| 2 | GenWealth Group, Inc. | 782K | $20.9M | ▲+2.9% Added · +22K sh | Q2 2026 | |
| 3 | Ausdal Financial Partners, Inc. | 566K | $15.1M | ▲+158% Added · +347K sh | Q2 2026 | |
| 4 | Osborne Partners Capital Management, LLC | 557K | $14.9M | ▲+4.9% Added · +26K sh | Q2 2026 | |
| 5 | Advyzon Investment Management, LLC | 553K | $14.8M | ▲+151% Added · +333K sh | Q2 2026 | |
| 6 | Empowered Funds, LLC | 512K | $13.5M | ▲162× Added · +509K sh | Q1 2026 | |
| 7 | Morgan Stanley | 495K | $13.0M | ▲+151% Added · +298K sh | Q1 2026 | |
| 8 | Ameritas Advisory Services, LLC | 326K | $8.7M | ▲+711% Added · +286K sh | Q2 2026 | |
| 9 | HighTower Advisors, LLC | 305K | $8.0M | ▲+144% Added · +180K sh | Q1 2026 | |
| 10 | Beacon Capital Management, Inc. | 303K | $8.1M | ▲New +303K sh | Q2 2026 | |
| 11 | Fortis Group Advisors, LLC | 297K | $8.0M | ▲Added Added · +297K sh | Q2 2026 | |
| 12 | Envestnet Asset Management Inc | 200K | $5.3M | ▲+78% Added · +88K sh | Q1 2026 | |
| 13 | Summit Place Financial Advisors, LLC | 191K | $5.1M | ▲+3.6% Added · +7K sh | Q2 2026 | |
| 14 | Wealth High Governance Asset Management Ltda. | 187K | $5.0M | ▲New +187K sh | Q2 2026 | |
| 15 | Maridea Wealth Management LLC | 170K | $4.6M | ▲+70% Added · +70K sh | Q2 2026 | |
| 16 | LPL Financial LLC | 153K | $4.0M | ▲+224% Added · +106K sh | Q1 2026 | |
| 17 | Encompass More Asset Management | 129K | $3.5M | ▼−71% Reduced · −310K sh | Q2 2026 | |
| 18 | Jane Street Group, LLC | 126K | $3.3M | ▲+269% Added · +92K sh | Q1 2026 | |
| 19 | J. Safra Sarasin Holding AG | 119K | $3.1M | —Held | Q2 2026 | |
| 20 | Cetera Investment Advisers | 114K | $3.0M | ▲New +114K sh | Q1 2026 | |
| 21 | Osaic Holdings, Inc. | 100K | $2.6M | ▲21× Added · +95K sh | Q1 2026 | |
| 22 | Susquehanna International Group, LLP | 93K | $2.4M | ▼−67% Reduced · −192K sh | Q1 2026 | |
| 23 | Legacy Wealth Partners, LLC | 86K | $2.3M | ▲+21% Added · +15K sh | Q2 2026 | |
| 24 | Atria Investments, Inc | 82K | $2.2M | ▲+205% Added · +55K sh | Q2 2026 | |
| 25 | Cowa, LLC | 78K | $2.1M | ▲+42% Added · +23K 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.
Last quarter, 13 funds opened a new position in USDU and 24 added to an existing one, while 7 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 |
|---|---|---|
| Apple IncAAPL | 47 funds | $7.0B |
| Nvidia CorpNVDA | 46 funds | $6.3B |
| Amazon.com IncAMZN | 46 funds | $5.1B |
| Microsoft CorpMSFT | 46 funds | $4.6B |
| Broadcom IncAVGO | 46 funds | $2.9B |
| Alphabet Inc-CL AGOOGL | 45 funds | $3.6B |
| Alphabet Inc-CL CGOOG | 45 funds | $2.8B |
| Eli Lilly & CoLLY | 44 funds | $2.6B |
| JPMorgan Chase & CoJPM | 44 funds | $2.2B |
| Meta Platforms Inc-Class AMETA | 44 funds | $2.1B |
| SS SPDR S&P 500 ETF Trust-USSPY | 43 funds | $1.8B |
| Tesla IncTSLA | 43 funds | $1.4B |
Ranked by how many of USDU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in USDU.
| Class | 13F holders | Value held |
|---|---|---|
| DLNcs | 450 funds | $3.8B |
| DONcs | 436 funds | $2.1B |
| DXJcs | 376 funds | $2.9B |
| DEMcs | 340 funds | $2.4B |
| DEScs | 339 funds | $1.0B |
| DHScs | 241 funds | $733.0M |
| DGScs | 238 funds | $1.0B |
| EPIcs | 237 funds | $1.0B |
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 USDU
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/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 + quarter-over-quarter ownership changes + 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.