| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $165.5M | 2.2M | ▲+0.4% Added · +9K sh | Q1 2026 | |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $79.9M | 1.1M | ▼−12% Reduced · −146K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $75.1M | 1.0M | ▼−0.1% Reduced · −865 sh | Q1 2026 | |
| 4 | BAHL & GAYNOR INC | $63.4M | 845K | ▲+28% Added · +185K sh | Q1 2026 | |
| 5 | Copeland Capital Management, LLC | $62.7M | 837K | ▲+6.5% Added · +51K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $49.8M | 664K | ▲New +664K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $48.9M | 648K | ▼~0% Reduced · −40 sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $41.6M | 555K | ▲+11% Added · +55K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $38.0M | 507K | ▲+3.2% Added · +16K sh | Q1 2026 | |
| 10 | Boston Trust Walden Corp | $30.0M | 400K | ▼−12% Reduced · −52K sh | Q1 2026 | |
| 11 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $28.3M | 378K | ▲+1.9% Added · +7K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $27.4M | 366K | ▲+3.0% Added · +11K sh | Q1 2026 | |
| 13 | AMERICAN CENTURY COMPANIES INC | $25.2M | 336K | ▲+26% Added · +70K sh | Q1 2026 | |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | $23.4M | 312K | ▲New +312K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $20.5M | 273K | ▲+0.9% Added · +3K sh | Q1 2026 | |
| 16 | SCHRODER INVESTMENT MANAGEMENT GROUP | $19.2M | 257K | ▼−30% Reduced · −108K sh | Q1 2026 | |
| 17 | Point72 Asset Management, L.P. | $18.1M | 241K | ▼−37% Reduced · −144K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $15.8M | 211K | ▼−1.6% Reduced · −4K sh | Q1 2026 | |
| 19 | CRAWFORD INVESTMENT COUNSEL INC | $11.4M | 152K | ▲+2.5% Added · +4K sh | Q1 2026 | |
| 20 | FMR LLC | $11.1M | 148K | ▲+14% Added · +18K sh | Q1 2026 | |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.0M | 147K | ▼−0.6% Reduced · −920 sh | Q1 2026 | |
| 22 | Rockefeller Capital Management L.P. | $10.1M | 134K | ▼−25% Reduced · −45K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $10.0M | 134K | ▲+22% Added · +24K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $9.9M | 132K | ▼−2.3% Reduced · −3K sh | Q1 2026 | |
| 25 | WELLS FARGO & COMPANY/MN | $9.5M | 126K | ▼−15% Reduced · −22K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 70 funds | $30.7B |
| APPLE INCAAPL | 69 funds | $34.6B |
| ALPHABET INC-CL AGOOGL | 69 funds | $20.4B |
| ELI LILLY & COLLY | 69 funds | $7.5B |
| NVIDIA CORPNVDA | 68 funds | $40.5B |
| AMAZON.COM INCAMZN | 68 funds | $21.7B |
| BROADCOM INCAVGO | 68 funds | $16.5B |
| JPMORGAN CHASE & COJPM | 68 funds | $9.8B |
| VISA INC-CLASS A SHARESV | 68 funds | $6.1B |
| MASTERCARD INC - AMA | 68 funds | $5.5B |
| COSTCO WHOLESALE CORPCOST | 68 funds | $5.5B |
| LAM RESEARCH CORPLRCX | 68 funds | $3.0B |
Ranked by how many of USPH's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 9, 2026 | Minan Peter Francis | Director | Buy (P) | 288 | $18K |
| Jun 8, 2026 | Minan Peter Francis | Director | Buy (P) | 492 | $31K |
| Mar 11, 2026 | REEVE GRAHAM D. | COO | Sell (S) | 662 | $52K |
| Mar 9, 2026 | REEVE GRAHAM D. | COO | Sell (S) | 1 | $79 |
| Mar 6, 2026 | Binstein Richard | EVP Gen'l Counsel & Secretary | Sell (S) | 3K | $245K |
| Mar 6, 2026 | REEVE GRAHAM D. | COO | Sell (S) | 2K | $149K |
| Nov 24, 2025 | REEVE GRAHAM D. | COO | Sell (S) | 743 | $53K |
| Nov 20, 2025 | Gilmartin Kathleen A | Director | Buy (P) | 4K | $276K |
| Sep 11, 2025 | HAM NANCY | Director | Sell (S) | 600 | $49K |
| Sep 5, 2025 | Williams Eric Joseph | President and COO | Sell (S) | 1K | $85K |
| Sep 4, 2025 | READING CHRISTOPHER J | Chairman of the Board and CEO, Director | Sell (S) | 2K | $167K |
| Aug 25, 2025 | HENDRICKSON CAREY P | Chief Financial Officer | Sell (S) | 698 | $60K |
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/USPH/capital-change-brief"
Use Arkolith's capital_change_brief for USPH. 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 USPH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.