| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Cresset Asset Management, LLC | $25.5M | 521K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 2 | MAI Capital Management | $14.4M | 295K | —Held | Q1 2026 | |
| 3 | Quantinno Capital Management LP | $5.3M | 108K | ▲+186% Added · +71K sh | Q1 2026 | |
| 4 | Clearview Wealth Management LLC | $3.9M | 70K | ▼−3.1% Reduced · −2K sh | Q2 2026 | |
| 5 | HIGHLINE WEALTH PARTNERS LLC | $2.3M | 42K | —Held | Q2 2026 | |
| 6 | Bleakley Financial Group, LLC | $1.9M | 40K | ▲+0.4% Added · +170 sh | Q1 2026 | |
| 7 | Sanctuary Advisors, LLC | $1.9M | 39K | —Held | Q1 2026 | |
| 8 | ROTHSCHILD INVESTMENT LLC | $1.6M | 33K | —Held | Q1 2026 | |
| 9 | NewEdge Advisors, LLC | $921K | 19K | —Held | Q1 2026 | |
| 10 | HighTower Advisors, LLC | $912K | 19K | ▼−77% Reduced · −62K sh | Q1 2026 | |
| 11 | Wealthcare Advisory Partners LLC | $1.0M | 18K | —Held | Q2 2026 | |
| 12 | Berger Financial Group, Inc | $860K | 18K | —Held | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $746K | 13K | —Held | Q2 2026 | |
| 14 | Empowered Funds, LLC | $495K | 10K | ▲New +10K sh | Q1 2026 | |
| 15 | CYPRESS FINANCIAL PLANNING LLC | $507K | 9K | —Held | Q2 2026 | |
| 16 | Savvy Advisors, Inc. | $393K | 8K | —Held | Q1 2026 | |
| 17 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $354K | 6K | —Held | Q2 2026 | |
| 18 | GTS SECURITIES LLC | $295K | 6K | ▼−92% Reduced · −67K sh | Q1 2026 | |
| 19 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $255K | 5K | —Held | Q2 2026 | |
| 20 | UBS Group AG | $80K | 2K | ▲New +2K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $6.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $3.9B |
| MICROSOFT CORPMSFT | 10 funds | $2.6B |
| NVIDIA CORPNVDA | 10 funds | $2.2B |
| ALPHABET INC-CL AGOOGL | 10 funds | $1.9B |
| VANGUARD S&P 500 ETFVOO | 10 funds | $1.9B |
| ISHARES CORE U.S. AGGREGATEAGG | 10 funds | $1.7B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.3B |
| ISHARES CORE MSCI EAFE ETFIEFA | 10 funds | $1.2B |
| INVESCO S&P 500 EQUAL WEIGHTRSP | 10 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.1B |
| ALPHABET INC-CL CGOOG | 10 funds | $1.1B |
Ranked by how many of USEW's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ORRMILITIA LONG/SHO | 25 funds | $51.1M |
| AAEQETF | 22 funds | $245.8M |
| USEWthis pageETF | 20 funds | $63.7M |
| AAUACom | 19 funds | $195.5M |
| AAUSETF | 17 funds | $282.2M |
| TOVJLENS 500 JEWISH | 16 funds | $16.5M |
| GEWETF | 15 funds | $35.8M |
| FMTMmc | 13 funds | $25.7M |
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.
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/USEW/capital-change-brief"
Use Arkolith's capital_change_brief for USEW. 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 USEW. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.