11 tracked 13F filers disclose a position in USOY as of the latest SEC 13F filings, a combined $8.6M 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 | Navis Wealth Advisors, LLC | $7.8M | 847K | ▲New +847K sh | Q1 2026 | |
| 2 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $369K | 40K | —Held | Q1 2026 | |
| 3 | GROUP ONE TRADING LLC | $303K | 33K | ▲13× Added · +30K sh | Q1 2026 | |
| 4 | TWO SIGMA SECURITIES, LLC | $73K | 11K | ▲New +11K sh | Q2 2026 | |
| 5 | Steward Partners Investment Advisory, LLC | $14K | 2K | ▲New +2K sh | Q2 2026 | |
| 6 | SIMPLEX TRADING, LLC | $12K | 1K | ▲New +1K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $5K | 533 | ▲New +533 sh | Q1 2026 | |
| 8 | UBS Group AG | $3K | 278 | ▲New +278 sh | Q1 2026 | |
| 9 | BNP PARIBAS FINANCIAL MARKETS | $2K | 202 | ▲New +202 sh | Q1 2026 | |
| 10 | FMR LLC | $562 | 61 | ▲New +61 sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $10 | 1 | —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, 1 fund opened a new position in USOY, while 0 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 |
|---|---|---|
| ISHARES S&P 500 VALUE ETFIVE | 2 funds | $235.3M |
| ISHARES CORE S&P 500 ETFIVV | 2 funds | $161.1M |
| ISHARES MSCI EAFE VALUE ETFEFV | 2 funds | $148.4M |
| NVIDIA CORPNVDA | 2 funds | $147.6M |
| SS COMM SELECT SECTOR SPDRXLC | 2 funds | $140.6M |
| ISHARES CORE MSCI EMERGINGIEMG | 2 funds | $120.8M |
| ISHARES MSCI USA MOMENTUM FAMTUM | 2 funds | $106.1M |
| SS SPDR BB 1-3M T-BILL ETFBIL | 2 funds | $105.0M |
| MICROSOFT CORPMSFT | 2 funds | $91.2M |
| SPDR GOLD SHARESGLD | 2 funds | $90.7M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 2 funds | $82.2M |
| ALPHABET INC-CL AGOOGL | 2 funds | $77.5M |
Ranked by how many of USOY's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| CHATmc | 185 funds | $312.5M |
| RSSTmc | 60 funds | $229.1M |
| YMAXmc | 46 funds | $10.1M |
| RSSBRET STCKD GL STK | 41 funds | $289.2M |
| YMAGYIELDMAX MAGNIFI | 34 funds | $21.7M |
| QQQYDEFIANCE NASDAQ | 20 funds | $6.4M |
| SMCOII HILT SMAL MI ETF | 19 funds | $64.1M |
| RSBTRTN STACKED BD | 18 funds | $37.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for USOY
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/USOY/capital-change-brief"
Use Arkolith's capital_change_brief for USOY. 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 USOY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.