134 tracked 13F filers disclose a position in USNA as of the latest SEC 13F filings, a combined $189.4M 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 | PZENA INVESTMENT MANAGEMENT LLC | $25.7M | 1.2M | ▲+8.7% Added · +97K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | $20.8M | 1.2M | ▲+7.0% Added · +78K sh | Q1 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $17.8M | 1.0M | ▼−11% Reduced · −130K sh | Q1 2026 | |
| 4 | DIMENSIONAL FUND ADVISORS LP | $14.6M | 834K | ▼−1.7% Reduced · −14K sh | Q1 2026 | |
| 5 | Nantahala Capital Management, LLC | $17.3M | 810K | —Held | Q2 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $8.4M | 479K | →First observed position No prior filed position | Q1 2026 | |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | $5.9M | 338K | →First observed position No prior filed position | Q1 2026 | |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.8M | 333K | ▼−5.9% Reduced · −21K sh | Q1 2026 | |
| 9 | AQR CAPITAL MANAGEMENT LLC | $5.2M | 296K | ▲+427% Added · +240K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $6.0M | 283K | ▲+7.1% Added · +19K sh | Q2 2026 | |
| 11 | STATE STREET CORP | $5.6M | 261K | ▲+5.3% Added · +13K sh | Q2 2026 | |
| 12 | Creative Planning | $3.4M | 193K | ▲+55% Added · +69K sh | Q1 2026 | |
| 13 | JACOBS LEVY EQUITY MANAGEMENT, INC | $3.4M | 193K | ▼−23% Reduced · −59K sh | Q1 2026 | |
| 14 | AMERICAN CENTURY COMPANIES INC | $3.3M | 191K | ▼−9.1% Reduced · −19K sh | Q1 2026 | |
| 15 | D. E. Shaw & Co., Inc. | $3.2M | 182K | ▼−9.9% Reduced · −20K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $2.7M | 155K | ▼−48% Reduced · −145K sh | Q1 2026 | |
| 17 | TWO SIGMA INVESTMENTS, LP | $2.5M | 145K | ▲+44% Added · +44K sh | Q1 2026 | |
| 18 | ALGERT GLOBAL LLC | $2.8M | 132K | ▲+92% Added · +63K sh | Q2 2026 | |
| 19 | Allianz Asset Management GmbH | $2.1M | 117K | ▲+32% Added · +29K sh | Q1 2026 | |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.7M | 99K | ▲+6.3% Added · +6K sh | Q1 2026 | |
| 21 | NORTHERN TRUST CORP | $1.7M | 98K | ▲+0.5% Added · +522 sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $1.6M | 93K | ▼−67% Reduced · −192K sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $1.6M | 91K | ▼−1.2% Reduced · −1K sh | Q1 2026 | |
| 24 | AMERIPRISE FINANCIAL INC | $1.3M | 73K | ▼−2.1% Reduced · −2K sh | Q1 2026 | |
| 25 | LAZARD ASSET MANAGEMENT LLC | $1.3M | 72K | ▲New +72K 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, 9 funds opened a new position in USNA and 20 added to an existing one, while 18 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 | 67 funds | $97.5B |
| META PLATFORMS INC-CLASS AMETA | 65 funds | $38.2B |
| JPMORGAN CHASE & COJPM | 64 funds | $21.0B |
| BANK OF AMERICA CORPBAC | 64 funds | $11.3B |
| NVIDIA CORPNVDA | 63 funds | $140.5B |
| APPLE INCAAPL | 63 funds | $105.2B |
| AMAZON.COM INCAMZN | 63 funds | $73.3B |
| ALPHABET INC-CL AGOOGL | 63 funds | $53.8B |
| ELI LILLY & COLLY | 63 funds | $25.3B |
| COSTCO WHOLESALE CORPCOST | 63 funds | $17.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 63 funds | $15.7B |
| CHEVRON CORPCVX | 63 funds | $9.8B |
Ranked by how many of USNA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 16, 2026 | Neidig Brent | CHIEF COMMERCIAL OFFICER | Sell (S) | 5K | $97K |
| Jun 15, 2026 | Neidig Brent | CHIEF COMMERCIAL OFFICER | Sell (S) | 909 | $18K |
| Jun 12, 2026 | Neidig Brent | CHIEF COMMERCIAL OFFICER | Sell (S) | 2K | $32K |
| Jun 8, 2026 | Jones Paul A. | CHIEF PEOPLE OFFICER | Sell (S) | 6K | $103K |
| Jun 1, 2026 | Fleming John Turman | Director | Sell (S) | 2K | $44K |
| May 28, 2026 | Jones Paul A. | CHIEF PEOPLE OFFICER | Sell (S) | 7K | $129K |
| May 27, 2026 | IIEKKING G DOUG | CHIEF FINANCIAL OFFICER | Sell (S) | 5K | $101K |
| May 22, 2026 | FULLER GILBERT A | Director | Sell (S) | 1K | $20K |
| May 7, 2026 | Foukas Joshua | CHIEF LEGAL OFFICER | Sell (S) | 4K | $75K |
| Mar 20, 2026 | FULLER GILBERT A | Director | Sell (S) | 1K | $18K |
| Mar 3, 2026 | Benedict Peter | CHIEF INFORMATION OFFICER | Sell (S) | 5K | $88K |
| Feb 20, 2026 | Foukas Joshua | CHIEF LEGAL OFFICER | Sell (S) | 4K | $95K |
Connected entities for USNA
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/USNA/capital-change-brief"
Use Arkolith's capital_change_brief for USNA. 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 USNA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.