The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query USTB owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/USTB"
Use Arkolith to show who owns USTB, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Merit Financial Group, LLC | $142.8M | 2.8M | ▲+8.6% Added · +224K sh | Q1 2026 | |
| 2 | Private Advisor Group, LLC | $23.5M | 464K | ▲+17% Added · +66K sh | Q1 2026 | |
| 3 | Waverly Advisors, LLC | $22.8M | 452K | ▲+6.4% Added · +27K sh | Q1 2026 | |
| 4 | Apella Capital, LLC | $11.1M | 220K | ▲+13% Added · +25K sh | Q1 2026 | |
| 5 | Integrated Wealth Concepts LLC | $10.4M | 206K | ▲+48% Added · +67K sh | Q1 2026 | |
| 6 | Focus Partners Advisor Solutions, LLC | $9.8M | 193K | ▲+46% Added · +61K sh | Q1 2026 | |
| 7 | Summit Financial, LLC | $9.7M | 192K | ▲+43% Added · +58K sh | Q1 2026 | |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | $9.4M | 186K | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 9 | Steward Partners Investment Advisory, LLC | $9.1M | 180K | ▲+262% Added · +131K sh | Q1 2026 | |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $7.7M | 151K | ▼−48% Reduced · −138K sh | Q1 2026 | |
| 11 | MML INVESTORS SERVICES, LLC | $6.2M | 123K | ▼−5.5% Reduced · −7K sh | Q1 2026 | |
| 12 | Patriot Financial Group Insurance Agency, LLC | $6.2M | 122K | ▲+151% Added · +74K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $5.5M | 109K | ▲11× Added · +99K sh | Q1 2026 | |
| 14 | Kingsview Wealth Management, LLC | $4.4M | 87K | ▲+0.1% Added · +83 sh | Q1 2026 | |
| 15 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.3M | 85K | ▲+7.0% Added · +6K sh | Q1 2026 | |
| 16 | Equitable Holdings, Inc. | $3.9M | 76K | ▲+61% Added · +29K sh | Q1 2026 | |
| 17 | Valmark Advisers, Inc. | $3.2M | 64K | ▲+12% Added · +7K sh | Q1 2026 | |
| 18 | OPPENHEIMER & CO INC | $2.2M | 44K | ▼−0.9% Reduced · −412 sh | Q1 2026 | |
| 19 | Kestra Advisory Services, LLC | $1.5M | 29K | ▲+6.2% Added · +2K sh | Q1 2026 | |
| 20 | Perigon Wealth Management, LLC | $1.5M | 29K | ▲+9.3% Added · +2K sh | Q1 2026 | |
| 21 | Atria Investments, Inc | $1.4M | 27K | ▼−14% Reduced · −5K sh | Q1 2026 | |
| 22 | FLAGSHIP HARBOR ADVISORS, LLC | $1.3M | 27K | ▲+24% Added · +5K sh | Q1 2026 | |
| 23 | Stratos Investment Management, LLC | $1.2M | 24K | ▲+10.0% Added · +2K sh | Q1 2026 | |
| 24 | Sigma Planning Corp | $1.2M | 24K | ▲+3.8% Added · +889 sh | Q1 2026 | |
| 25 | Orion Porfolio Solutions, LLC | $1.2M | 23K | ▼−29% Reduced · −9K 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| UITBmc | 79 funds | $2.1B |
| USTBthis pageSHORT TRM BD ETF | 73 funds | $1.0B |
| CDCmc | 69 funds | $397.6M |
| CFAmc | 53 funds | $290.7M |
| CFOmc | 47 funds | $211.2M |
| USVMUSAA MSCI USA SM | 45 funds | $1.0B |
| CSBVCSHS US SMCP HG | 43 funds | $63.8M |
| CDLVCSHS US LRG CAP | 42 funds | $156.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 43 funds | $15.3B |
| NVIDIA CORPNVDA | 43 funds | $14.1B |
| MICROSOFT CORPMSFT | 43 funds | $10.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 43 funds | $6.8B |
| BROADCOM INCAVGO | 43 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 43 funds | $5.0B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $5.0B |
| ALPHABET INC-CL CGOOG | 43 funds | $4.5B |
| VANGUARD FTSE DEVELOPED ETFVEA | 43 funds | $3.8B |
| VANGUARD VALUE ETFVTV | 43 funds | $3.4B |
| ISHARES CORE U.S. AGGREGATEAGG | 43 funds | $3.2B |
| ISHARES CORE MSCI EMERGINGIEMG | 43 funds | $3.2B |
Ranked by how many of USTB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for USTB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.