Among active 13F managers last quarter, none opened or added and 2 reduced; the largest holder to move was Franklin Templeton Inc (−81%).
5 tracked 13F filers disclose a position in USFI as of the latest SEC 13F filings, a combined $2.9M 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 | Jane Street Group, LLC | 43K | $1.1M | ▲+27% Added · +9K sh | Q1 2026 | |
| 2 | Franklin Templeton Inc | 35K | $863K | ▼−81% Reduced · −150K sh | Q1 2026 | |
| 3 | Kingswood Wealth Advisors, LLC | 25K | $625K | ▲+40% Added · +7K sh | Q2 2026 | |
| 4 | Citadel Advisors LLC | 15K | $379K | ▼−88% Reduced · −118K sh | Q2 2026 | |
| 5 | UBS Group AG | 89 | $2K | ▼−26% Reduced · −32 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, no active manager opened or added to a position in USFI, while 2 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 |
|---|---|---|
| Nvidia CorpNVDA | 2 funds | $19.2B |
| Microsoft CorpMSFT | 2 funds | $15.6B |
| Apple IncAAPL | 2 funds | $14.4B |
| Amazon.com IncAMZN | 2 funds | $13.8B |
| Ishares Core S&P 500 ETFIVV | 2 funds | $13.8B |
| Alphabet Inc-CL AGOOGL | 2 funds | $11.4B |
| Broadcom IncAVGO | 2 funds | $10.0B |
| ExxonMobil Holdings CorpXOM | 2 funds | $7.6B |
| Meta Platforms Inc-Class AMETA | 2 funds | $6.2B |
| Alphabet Inc-CL CGOOG | 2 funds | $5.9B |
| Eli Lilly & CoLLY | 2 funds | $5.2B |
| JPMorgan Chase & CoJPM | 2 funds | $5.1B |
Ranked by how many of USFI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in USFI.
| Class | 13F holders | Value held |
|---|---|---|
| FLMImc | 213 funds | $1.4B |
| FLJPmc | 185 funds | $1.8B |
| DIVImc | 176 funds | $1.4B |
| FLQMmc | 154 funds | $1.2B |
| FLINmc | 131 funds | $962.3M |
| INCMmc | 112 funds | $742.5M |
| FLBLmc | 110 funds | $508.8M |
| FLQLmc | 92 funds | $1.5B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for USFI
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/USFI/capital-change-brief"
Use Arkolith's capital_change_brief for USFI. 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 USFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.