57 tracked 13F filers disclose a position in USEP as of the latest SEC 13F filings, a combined $61.3M 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 | SIGNATUREFD, LLC | $7.5M | 194K | —Held | Q1 2026 | |
| 2 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $6.4M | 155K | ▲+4.5% Added · +7K sh | Q2 2026 | |
| 3 | Kestra Advisory Services, LLC | $4.0M | 105K | ▼−1.3% Reduced · −1K sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 94K | ▼−0.1% Reduced · −109 sh | Q1 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $3.4M | 87K | ▼−11% Reduced · −11K sh | Q1 2026 | |
| 6 | Spire Wealth Management | $3.1M | 80K | ▼−0.2% Reduced · −150 sh | Q1 2026 | |
| 7 | CENTRAL VALLEY ADVISORS, LLC | $2.9M | 69K | ▼−4.6% Reduced · −3K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $2.6M | 68K | ▲+1.4% Added · +943 sh | Q1 2026 | |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 55K | ▲+5.3% Added · +3K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $1.9M | 48K | ▼−2.6% Reduced · −1K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $1.4M | 37K | ▼−8.0% Reduced · −3K sh | Q1 2026 | |
| 12 | Advisory Services Network, LLC | $1.4M | 36K | ▼−1.9% Reduced · −701 sh | Q1 2026 | |
| 13 | Berger Financial Group, Inc | $1.3M | 33K | ▼−0.8% Reduced · −280 sh | Q1 2026 | |
| 14 | Arete Wealth Advisors, LLC | $1.3M | 32K | ▲~0% Added · +6 sh | Q1 2026 | |
| 15 | Creative Planning | $1.2M | 30K | ▲New +30K sh | Q1 2026 | |
| 16 | Strategic Blueprint, LLC | $1.1M | 29K | —Held | Q1 2026 | |
| 17 | HighTower Advisors, LLC | $1.0M | 26K | —Held | Q1 2026 | |
| 18 | FIDUCIARY FINANCIAL GROUP, LLC | $1.0M | 24K | —Held | Q2 2026 | |
| 19 | Sageworth Trust Co | $936K | 24K | ▼−24% Reduced · −8K sh | Q1 2026 | |
| 20 | OLD MISSION CAPITAL LLC | $931K | 24K | ▲New +24K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $921K | 24K | ▼−1.2% Reduced · −300 sh | Q1 2026 | |
| 22 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $916K | 24K | ▲+0.1% Added · +13 sh | Q1 2026 | |
| 23 | SteelPeak Wealth, LLC | $841K | 20K | ▲New +20K sh | Q2 2026 | |
| 24 | LPL Financial LLC | $730K | 19K | ▼−19% Reduced · −4K sh | Q1 2026 | |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $662K | 17K | ▲New +17K 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, 2 funds opened a new position in USEP and 3 added to an existing one, while 8 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $9.5B |
| NVIDIA CORPNVDA | 19 funds | $6.9B |
| AMAZON.COM INCAMZN | 19 funds | $4.4B |
| MICROSOFT CORPMSFT | 19 funds | $4.3B |
| ALPHABET INC-CL AGOOGL | 19 funds | $3.1B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $2.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $2.3B |
| JPMORGAN CHASE & COJPM | 19 funds | $2.3B |
| BROADCOM INCAVGO | 19 funds | $2.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 19 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 19 funds | $2.0B |
| MICRON TECHNOLOGY INCMU | 19 funds | $1.9B |
Ranked by how many of USEP's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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 + end-of-day price history + the live filing stream, joined for USEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.