20 tracked 13F filers disclose a position in USL as of the latest SEC 13F filings, a combined $9.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $2.7M | 57K | ▲New +57K sh | Q1 2026 | |
| 2 | Mirae Asset Global Investments Co., Ltd. | $1.5M | 31K | ▼−7.0% Reduced · −2K sh | Q1 2026 | |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 28K | ▼−46% Reduced · −24K sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $1.3M | 28K | ▲New +28K sh | Q1 2026 | |
| 5 | Greenfield Seitz Capital Management, LLC | $796K | 18K | ▲New +18K sh | Q2 2026 | |
| 6 | CITADEL ADVISORS LLC | $424K | 9K | ▲New +9K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $402K | 8K | ▼−13% Reduced · −1K sh | Q1 2026 | |
| 8 | BANK OF MONTREAL /CAN/ | $263K | 5K | ▲New +5K sh | Q1 2026 | |
| 9 | SIMPLEX TRADING, LLC | $239K | 5K | ▲New +5K sh | Q1 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $224K | 5K | ▼−6.5% Reduced · −323 sh | Q1 2026 | |
| 11 | Creative Planning | $210K | 4K | ▲New +4K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $200K | 4K | —Held | Q1 2026 | |
| 13 | Roxbury Financial LLC | $105K | 2K | ▼−40% Reduced · −2K sh | Q2 2026 | |
| 14 | Integrated Wealth Concepts LLC | $92K | 2K | ▲New +2K sh | Q2 2026 | |
| 15 | Continuum Advisory, LLC | $43K | 944 | ▲Added Added · +944 sh | Q2 2026 | |
| 16 | JPMORGAN CHASE & CO | $30K | 595 | ▲+34% Added · +150 sh | Q1 2026 | |
| 17 | IFP Advisors, Inc | $6K | 126 | —Held | Q2 2026 | |
| 18 | NATIONAL BANK OF CANADA /FI/ | $4K | 91 | ▲New +91 sh | Q1 2026 | |
| 19 | AdvisorNet Financial, Inc | $2K | 50 | —Held | Q2 2026 | |
| 20 | CWM, LLC | $2K | 43 | —Held | 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 USL and 1 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $6.1B |
| APPLE INCAAPL | 7 funds | $3.5B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $3.1B |
| MICROSOFT CORPMSFT | 7 funds | $2.5B |
| MICRON TECHNOLOGY INCMU | 7 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 7 funds | $990.3M |
| ALPHABET INC-CL CGOOG | 7 funds | $774.0M |
| INTUITIVE SURGICAL INCISRG | 7 funds | $770.1M |
| APPLIED MATERIALS INCAMAT | 7 funds | $722.8M |
| HOME DEPOT INCHD | 7 funds | $680.1M |
| JOHNSON & JOHNSONJNJ | 7 funds | $646.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $611.2M |
Ranked by how many of USL's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for USL
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/USL/capital-change-brief"
Use Arkolith's capital_change_brief for USL. 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 USL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.