122 tracked 13F filers disclose a position in USTB as of the latest SEC 13F filings, a combined $1.5B 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 | VICTORY CAPITAL MANAGEMENT INC | $273.7M | 5.4M | ▲+1.2% Added · +64K sh | Q1 2026 | |
| 2 | Merit Financial Group, LLC | $148.8M | 2.9M | ▲+4.1% Added · +117K sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $127.9M | 2.5M | ▲+16% Added · +355K sh | Q1 2026 | |
| 4 | Go Invest LLC | $118.5M | 2.3M | ▲New +2.3M sh | Q2 2026 | |
| 5 | LPL Financial LLC | $81.3M | 1.6M | ▲+20% Added · +273K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $77.5M | 1.5M | ▲+10% Added · +140K sh | Q1 2026 | |
| 7 | Stonebridge Financial Group, LLC | $46.9M | 927K | ▲+5.2% Added · +46K sh | Q2 2026 | |
| 8 | Amplius Wealth Advisors, LLC | $40.0M | 791K | ▲+7.8% Added · +57K sh | Q2 2026 | |
| 9 | Private Advisor Group, LLC | $29.7M | 587K | ▲+26% Added · +123K sh | Q2 2026 | |
| 10 | Broadway Wealth Solutions, Inc. | $29.3M | 579K | ▲+3.4% Added · +19K sh | Q2 2026 | |
| 11 | Marquette Asset Management, LLC | $27.9M | 550K | ▲+4.8% Added · +25K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $24.4M | 482K | ▲+31% Added · +113K sh | Q1 2026 | |
| 13 | JANE STREET GROUP, LLC | $23.2M | 459K | ▲New +459K sh | Q1 2026 | |
| 14 | Waverly Advisors, LLC | $22.8M | 452K | ▲+6.4% Added · +27K sh | Q1 2026 | |
| 15 | KINTRA WEALTH, LLC | $19.8M | 392K | ▲+81% Added · +176K sh | Q1 2026 | |
| 16 | MOTCO | $19.2M | 380K | ▲+1.9% Added · +7K sh | Q2 2026 | |
| 17 | Winter & Associates, Inc. | $18.0M | 356K | ▲+79% Added · +157K sh | Q2 2026 | |
| 18 | ERn Financial, LLC | $17.7M | 350K | ▲+4.6% Added · +16K sh | Q2 2026 | |
| 19 | STIFEL FINANCIAL CORP | $15.6M | 308K | ▲+26% Added · +64K sh | Q1 2026 | |
| 20 | Cornerstone Planning Group LLC | $15.3M | 303K | ▲+3.3% Added · +10K sh | Q2 2026 | |
| 21 | StoryOne LLC | $14.1M | 278K | ▲Added Added · +278K sh | Q2 2026 | |
| 22 | Redhawk Wealth Advisors, Inc. | $14.0M | 276K | ▲+4.3% Added · +11K sh | Q2 2026 | |
| 23 | Certified Advisory Corp | $13.7M | 270K | ▲+16% Added · +38K sh | Q2 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $13.5M | 267K | ▲+4.0% Added · +10K sh | Q1 2026 | |
| 25 | NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $12.2M | 264K | ▼−0.5% Reduced · −1K sh | Q2 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, 6 funds opened a new position in USTB and 34 added to an existing one, while 11 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 |
|---|---|---|
| APPLE INCAAPL | 60 funds | $11.2B |
| MICROSOFT CORPMSFT | 59 funds | $8.0B |
| NVIDIA CORPNVDA | 58 funds | $13.0B |
| AMAZON.COM INCAMZN | 58 funds | $7.5B |
| ALPHABET INC-CL AGOOGL | 58 funds | $5.5B |
| WALMART INCWMT | 58 funds | $1.6B |
| ISHARES CORE S&P 500 ETFIVV | 57 funds | $7.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 57 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 56 funds | $2.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 56 funds | $2.0B |
| ALPHABET INC-CL CGOOG | 55 funds | $4.0B |
| META PLATFORMS INC-CLASS AMETA | 55 funds | $3.7B |
Ranked by how many of USTB's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| USTBthis pageSHORT TRM BD ETF | 122 funds | $1.5B |
| UITBmc | 119 funds | $2.4B |
| CDCmc | 84 funds | $436.8M |
| CFAmc | 65 funds | $290.4M |
| CFOmc | 61 funds | $224.1M |
| USVMUSAA MSCI USA SM | 55 funds | $1.3B |
| CDLVCSHS US LRG CAP | 53 funds | $185.3M |
| CSBVCSHS US SMCP HG | 53 funds | $78.4M |
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 USTB
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/USTB/capital-change-brief"
Use Arkolith's capital_change_brief for USTB. 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 USTB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.