Among active 13F managers last quarter, 5 opened and 3 added, while 14 reduced; the largest holder to move was Sovran Advisors, LLC (−0.1%).
78 tracked 13F filers disclose a position in USEP as of the latest SEC 13F filings, a combined $113.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Sovran Advisors, LLC | 559K | $23.2M | ▼−0.1% Reduced · −511 sh | Q2 2026 | |
| 2 | Kellett Wealth Advisors, LLC | 512K | $21.1M | ▼−0.7% Reduced · −4K sh | Q2 2026 | |
| 3 | Signaturefd, LLC | 194K | $7.5M | —Held | Q1 2026 | |
| 4 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 155K | $6.4M | ▲+4.5% Added · +7K sh | Q2 2026 | |
| 5 | Commonwealth Equity Services, LLC | 94K | $3.6M | ▼−0.1% Reduced · −109 sh | Q1 2026 | |
| 6 | Osaic Holdings, Inc. | 87K | $3.4M | ▼−11% Reduced · −11K sh | Q1 2026 | |
| 7 | Spire Wealth Management | 80K | $3.1M | ▼−0.2% Reduced · −150 sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | 74K | $3.1M | ▼−29% Reduced · −31K sh | Q2 2026 | |
| 9 | Central Valley Advisors, LLC | 69K | $2.9M | ▼−4.6% Reduced · −3K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | 68K | $2.6M | ▲+1.4% Added · +943 sh | Q1 2026 | |
| 11 | KFG Wealth Management, LLC | 61K | $2.5M | ▼−29% Reduced · −26K sh | Q2 2026 | |
| 12 | Envestnet Asset Management Inc | 55K | $2.1M | ▲+5.3% Added · +3K sh | Q1 2026 | |
| 13 | Truist Financial Corp | 48K | $1.9M | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 14 | MML Investors Services, LLC | 38K | $1.6M | ▲+2.8% Added · +1K sh | Q2 2026 | |
| 15 | Advisory Services Network, LLC | 36K | $1.4M | ▼−1.9% Reduced · −701 sh | Q1 2026 | |
| 16 | Berger Financial Group, Inc | 30K | $1.3M | ▼−7.4% Reduced · −2K sh | Q2 2026 | |
| 17 | Creative Planning | 30K | $1.2M | ▲New +30K sh | Q1 2026 | |
| 18 | Strategic Blueprint, LLC | 29K | $1.2M | —Held | Q2 2026 | |
| 19 | Arete Wealth Advisors, LLC | 27K | $1.1M | ▼−17% Reduced · −6K sh | Q2 2026 | |
| 20 | HighTower Advisors, LLC | 26K | $1.0M | —Held | Q1 2026 | |
| 21 | Fiduciary Financial Group, LLC | 24K | $1.0M | —Held | Q2 2026 | |
| 22 | Old Mission Capital LLC | 24K | $931K | ▲New +24K sh | Q1 2026 | |
| 23 | Raymond James Financial Inc | 24K | $921K | ▼−1.2% Reduced · −300 sh | Q1 2026 | |
| 24 | Foundations Investment Advisors, LLC | 24K | $916K | ▲+0.1% Added · +13 sh | Q1 2026 | |
| 25 | Prairie Wealth Advisors, Inc. | 21K | $831K | ▲New +21K sh | Q3 2025 |
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, 5 funds opened a new position in USEP and 3 added to an existing one, while 14 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 36 funds | $1.7B |
| Nvidia CorpNVDA | 35 funds | $5.0B |
| Apple IncAAPL | 35 funds | $3.5B |
| Invesco QQQ Trust Series 1QQQ | 35 funds | $1.2B |
| Eli Lilly & CoLLY | 35 funds | $1.0B |
| Ishares Core S&P 500 ETFIVV | 34 funds | $4.0B |
| Microsoft CorpMSFT | 34 funds | $2.0B |
| Taiwan Semiconductor-SP ADRTSM | 34 funds | $1.6B |
| Alphabet Inc-CL AGOOGL | 34 funds | $1.5B |
| Alphabet Inc-CL CGOOG | 34 funds | $1.2B |
| JPMorgan Chase & CoJPM | 34 funds | $1.2B |
| Johnson & JohnsonJNJ | 34 funds | $768.3M |
Ranked by how many of USEP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in USEP.
| Class | 13F holders | Value held |
|---|---|---|
| PJANmc | 270 funds | $1.0B |
| PJULmc | 245 funds | $687.7M |
| POCTmc | 231 funds | $682.6M |
| PFEBmc | 216 funds | $586.0M |
| PAPRmc | 213 funds | $576.8M |
| PDECmc | 208 funds | $646.1M |
| PSEPmc | 202 funds | $571.6M |
| PAUGmc | 198 funds | $616.5M |
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 USEP
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/USEP/capital-change-brief"
Use Arkolith's capital_change_brief for USEP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for USEP. Filings are public domain, sourced to SEC EDGAR.