208 tracked 13F filers disclose a position in USLM as of the latest SEC 13F filings, a combined $939.4M 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 | BlackRock, Inc. | $112.7M | 863K | ▼−15% Reduced · −151K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $97.6M | 748K | ▼−0.8% Reduced · −6K sh | Q1 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $80.3M | 614K | ▼−3.9% Reduced · −25K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $59.6M | 457K | →First observed position No prior filed position | Q1 2026 | |
| 5 | FIRST TRUST ADVISORS LP | $57.7M | 442K | ▲+85% Added · +203K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $43.9M | 419K | ▲+78% Added · +184K sh | Q2 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $40.1M | 383K | ▲+8.1% Added · +29K sh | Q2 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $43.2M | 331K | →First observed position No prior filed position | Q1 2026 | |
| 9 | T. Rowe Price Investment Management, Inc. | Withheld | 327K | ▲+0.3% Added · +823 sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $39.5M | 302K | ▼−7.3% Reduced · −24K sh | Q1 2026 | |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $37.9M | 290K | ▲+16% Added · +40K sh | Q1 2026 | |
| 12 | ArrowMark Colorado Holdings LLC | $26.1M | 200K | ▲+3.7% Added · +7K sh | Q1 2026 | |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $17.8M | 170K | ▼−41% Reduced · −116K sh | Q2 2026 | |
| 14 | NORTHERN TRUST CORP | $15.2M | 116K | ▼−6.0% Reduced · −7K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.5M | 88K | ▼−0.4% Reduced · −331 sh | Q1 2026 | |
| 16 | ALGERT GLOBAL LLC | $8.6M | 82K | ▼−5.3% Reduced · −5K sh | Q2 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $10.1M | 77K | ▼−2.6% Reduced · −2K sh | Q1 2026 | |
| 18 | DIAMOND HILL CAPITAL MANAGEMENT INC | $7.9M | 75K | ▲+16% Added · +10K sh | Q2 2026 | |
| 19 | FMR LLC | $9.7M | 74K | ▲+16% Added · +10K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $9.5M | 73K | →First observed position No prior filed position | Q1 2026 | |
| 21 | Qube Research & Technologies Ltd | $8.4M | 65K | ▼−34% Reduced · −33K sh | Q1 2026 | |
| 22 | Bank of New York Mellon Corp | $8.3M | 64K | ▲~0% Added · +1 sh | Q1 2026 | |
| 23 | SEGALL BRYANT & HAMILL, LLC | $6.4M | 61K | ▲+1.8% Added · +1K sh | Q2 2026 | |
| 24 | MORGAN STANLEY | $7.9M | 61K | ▼−14% Reduced · −10K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $7.1M | 57K | ▲+132% Added · +32K 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, 3 funds opened a new position in USLM and 21 added to an existing one, while 20 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 108 funds | $191.2B |
| AMAZON.COM INCAMZN | 106 funds | $136.8B |
| NVIDIA CORPNVDA | 105 funds | $270.9B |
| COSTCO WHOLESALE CORPCOST | 105 funds | $26.7B |
| ELI LILLY & COLLY | 104 funds | $55.9B |
| APPLE INCAAPL | 103 funds | $205.8B |
| META PLATFORMS INC-CLASS AMETA | 103 funds | $78.0B |
| JPMORGAN CHASE & COJPM | 103 funds | $42.4B |
| ALPHABET INC-CL AGOOGL | 102 funds | $108.2B |
| TESLA INCTSLA | 101 funds | $44.2B |
| VISA INC-CLASS A SHARESV | 101 funds | $43.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 101 funds | $25.0B |
Ranked by how many of USLM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 3, 2026 | Duhe Sandra C | Director | Sell (S) | 1K | $154K |
| Sep 4, 2025 | BYRNE TIMOTHY W | President & CEO, Director | Sell (S) | 596 | $72K |
| Sep 4, 2025 | BYRNE TIMOTHY W | President & CEO, Director | Sell (S) | 12K | $1.4M |
| Sep 3, 2025 | BYRNE TIMOTHY W | President & CEO, Director | Sell (S) | 1K | $173K |
| Sep 3, 2025 | BYRNE TIMOTHY W | President & CEO, Director | Sell (S) | 26K | $3.1M |
| Feb 24, 2025 | Duhe Sandra C | Director | Sell (S) | 3K | $299K |
| Nov 20, 2024 | BYRNE TIMOTHY W | President & CEO, Director | Sell (S) | 21K | $2.9M |
| Nov 20, 2024 | BYRNE TIMOTHY W | President & CEO, Director | Sell (S) | 992 | $140K |
| Nov 19, 2024 | BYRNE TIMOTHY W | President & CEO, Director | Sell (S) | 22K | $3.2M |
| Nov 12, 2024 | O'Neill Nathan | Vice President | Sell (S) | 2K | $245K |
| Aug 22, 2024 | CARDIN RICHARD W | Director | Sell (S) | 12K | $935K |
| Jun 7, 2024 | BYRNE TIMOTHY W | President & CEO, Director | Sell (S) | 200 | $66K |
Connected entities for USLM
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/USLM/capital-change-brief"
Use Arkolith's capital_change_brief for USLM. 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 USLM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.