Among active 13F managers last quarter, 2 added and 5 reduced; the largest holder to move was Perkins Capital Management Inc (−0.2%). No open-market insider trades in the last 180 days.
Funds lean out and no leg opposes.
25 tracked 13F filers disclose a position in USIO as of the latest SEC 13F filings, a combined $13.0M 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 | Whittier Trust Co | 2.7M | $6.4M | —Held | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 917K | $2.3M | ▲+1.7% Added · +15K sh | Q2 2026 | |
| 3 | Perkins Capital Management Inc | 700K | $1.7M | ▼−0.2% Reduced · −2K sh | Q2 2026 | |
| 4 | Renaissance Technologies LLC | 401K | $457K | ▼−1.3% Reduced · −5K sh | Q1 2026 | |
| 5 | Geode Capital Management, LLC | 185K | $458K | ▲+55% Added · +65K sh | Q2 2026 | |
| 6 | BlackRock, Inc. | 112K | $277K | ▲+22% Added · +20K sh | Q2 2026 | |
| 7 | Vanguard Fiduciary Trust Co | 105K | $261K | ▲+0.8% Added · +784 sh | Q2 2026 | |
| 8 | Rothschild Wealth LLC | 80K | $198K | ▼−7.0% Reduced · −6K sh | Q2 2026 | |
| 9 | State Street Corp | 77K | $190K | —Held | Q2 2026 | |
| 10 | Citadel Advisors LLC | 71K | $176K | ▼−61% Reduced · −109K sh | Q2 2026 | |
| 11 | Bridgeway Capital Management, LLC | 71K | $176K | ▼−30% Reduced · −30K sh | Q2 2026 | |
| 12 | Susquehanna International Group, LLP | 67K | $77K | ▼−25% Reduced · −22K sh | Q1 2026 | |
| 13 | Morgan Stanley | 55K | $63K | ▼−1.9% Reduced · −1K sh | Q1 2026 | |
| 14 | Dimensional Fund Advisors LP | 46K | $53K | —Held | Q1 2026 | |
| 15 | Osaic Holdings, Inc. | 46K | $53K | ▲+13% Added · +6K sh | Q1 2026 | |
| 16 | Allworth Financial LP | 41K | $47K | —Held | Q1 2026 | |
| 17 | Goldman Sachs Group Inc | 40K | $45K | ▼−17% Reduced · −8K sh | Q1 2026 | |
| 18 | Northern Trust Corp | 33K | $38K | —Held | Q1 2026 | |
| 19 | XTX Topco Ltd | 16K | $18K | ▼−36% Reduced · −9K sh | Q1 2026 | |
| 20 | Tower Research Capital LLC (TRC) | 7K | $8K | ▲+15% Added · +889 sh | Q1 2026 | |
| 21 | Vanguard Global Advisers, LLC | 4K | $10K | —Held | Q2 2026 | |
| 22 | Simplex Trading, LLC | 893 | $1K | ▼−0.9% Reduced · −8 sh | Q1 2026 | |
| 23 | UBS Group AG | 549 | $626 | ▲18× Added · +519 sh | Q1 2026 | |
| 24 | SBI Securities Co., Ltd. | 175 | $434 | —Held | Q2 2026 | |
| 25 | Caitong International Asset Management Co., Ltd | 21 | $52 | ▲11× Added · +19 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, 2 funds added to an existing position in USIO, while 5 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 | 8 funds | $3.2B |
| Eli Lilly & CoLLY | 8 funds | $1.3B |
| Advanced Micro DevicesAMD | 8 funds | $1.1B |
| Bristol-Myers Squibb CoBMY | 8 funds | $156.4M |
| Idexx Laboratories IncIDXX | 8 funds | $58.5M |
| Castle Biosciences IncCSTL | 8 funds | $25.6M |
| Lifevantage CorpLFVN | 8 funds | $5.2M |
| Codexis IncCDXS | 8 funds | $2.5M |
| Apyx Medical CorpAPYX | 8 funds | $2.4M |
| Pulmonx CorpLUNG | 8 funds | $848K |
| Nvidia CorpNVDA | 7 funds | $3.4B |
| Microsoft CorpMSFT | 7 funds | $1.6B |
Ranked by how many of USIO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in USIO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 10, 2026 | National Services, Inc | 10% Owner | Sell (S) | 10K | $13K |
| Mar 9, 2026 | National Services, Inc | 10% Owner | Sell (S) | 9K | $12K |
| Mar 6, 2026 | National Services, Inc | 10% Owner | Sell (S) | 7K | $9K |
| Mar 5, 2026 | National Services, Inc | 10% Owner | Sell (S) | 3K | $4K |
| Jan 27, 2026 | National Services, Inc | 10% Owner | Sell (S) | 6K | $8K |
| Jan 26, 2026 | National Services, Inc | 10% Owner | Sell (S) | 5K | $6K |
| Jan 23, 2026 | National Services, Inc | 10% Owner | Sell (S) | 9K | $12K |
| Jan 22, 2026 | National Services, Inc | 10% Owner | Sell (S) | 7K | $10K |
| Jan 21, 2026 | National Services, Inc | 10% Owner | Sell (S) | 8K | $10K |
| Jan 20, 2026 | National Services, Inc | 10% Owner | Sell (S) | 10K | $14K |
| Jan 16, 2026 | National Services, Inc | 10% Owner | Sell (S) | 6K | $8K |
| Jan 15, 2026 | National Services, Inc | 10% Owner | Sell (S) | 6K | $8K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 8 | 10 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for USIO
This stock 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/USIO/capital-change-brief"
Use Arkolith's capital_change_brief for USIO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for USIO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.