Among active 13F managers last quarter, 3 opened and 35 added, while 13 reduced; the largest holder to move was Victory Capital Management Inc (+1.2%). No recent Form 4 insider filings for USTB.
Funds lean in and no leg opposes.
142 tracked 13F filers disclose a position in USTB as of the latest SEC 13F filings, a combined $1.7B 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | 5.4M | $273.7M | ▲+1.2% Added · +64K sh | Q1 2026 | |
| 2 | Merit Financial Group, LLC | 2.9M | $148.8M | ▲+4.1% Added · +117K sh | Q2 2026 | |
| 3 | Morgan Stanley | 2.5M | $127.9M | ▲+16% Added · +355K sh | Q1 2026 | |
| 4 | Go Invest LLC | 2.3M | $118.5M | ▲+15% Added · +307K sh | Q2 2026 | |
| 5 | SHP Wealth Management | 1.8M | $90.4M | ▲+43% Added · +537K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 1.6M | $81.3M | ▲+20% Added · +273K sh | Q1 2026 | |
| 7 | Bank Of America Corp | 1.5M | $77.5M | ▲+10% Added · +140K sh | Q1 2026 | |
| 8 | Stonebridge Financial Group, LLC | 927K | $46.9M | ▲+5.2% Added · +46K sh | Q2 2026 | |
| 9 | Amplius Wealth Advisors, LLC | 791K | $40.0M | ▲+7.8% Added · +57K sh | Q2 2026 | |
| 10 | Private Advisor Group, LLC | 587K | $29.7M | ▲+26% Added · +123K sh | Q2 2026 | |
| 11 | Broadway Wealth Solutions, Inc. | 579K | $29.3M | ▲+3.4% Added · +19K sh | Q2 2026 | |
| 12 | Marquette Asset Management, LLC | 550K | $27.9M | ▲+4.8% Added · +25K sh | Q2 2026 | |
| 13 | Raymond James Financial Inc | 482K | $24.4M | ▲+31% Added · +113K sh | Q1 2026 | |
| 14 | Waverly Advisors, LLC | 475K | $24.0M | ▲+5.2% Added · +23K sh | Q2 2026 | |
| 15 | Jane Street Group, LLC | 459K | $23.2M | ▲New +459K sh | Q1 2026 | |
| 16 | Kintra Wealth, LLC | 424K | $21.4M | ▲+8.2% Added · +32K sh | Q2 2026 | |
| 17 | MOTCO | 380K | $19.2M | ▲+1.9% Added · +7K sh | Q2 2026 | |
| 18 | Winter & Associates, Inc. | 356K | $18.0M | ▲+79% Added · +157K sh | Q2 2026 | |
| 19 | ERn Financial, LLC | 350K | $17.7M | ▲+4.6% Added · +16K sh | Q2 2026 | |
| 20 | Focus Advisor Solutions, LLC | 340K | $17.2M | ▲+76% Added · +147K sh | Q2 2026 | |
| 21 | Stifel Financial Corp | 308K | $15.6M | ▲+26% Added · +64K sh | Q1 2026 | |
| 22 | Cornerstone Planning Group LLC | 303K | $15.3M | ▲+3.3% Added · +10K sh | Q2 2026 | |
| 23 | StoryOne LLC | 278K | $14.1M | ▲Added Added · +278K sh | Q2 2026 | |
| 24 | Redhawk Wealth Advisors, Inc. | 276K | $14.0M | ▲+4.3% Added · +11K sh | Q2 2026 | |
| 25 | Certified Advisory Corp | 270K | $13.7M | ▲+16% Added · +38K 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, 3 funds opened a new position in USTB and 35 added to an existing one, while 13 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 72 funds | $12.7B |
| Microsoft CorpMSFT | 71 funds | $8.5B |
| Alphabet Inc-CL AGOOGL | 71 funds | $6.0B |
| Nvidia CorpNVDA | 70 funds | $12.6B |
| Amazon.com IncAMZN | 70 funds | $8.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 69 funds | $2.6B |
| Ishares Core S&P 500 ETFIVV | 68 funds | $18.7B |
| Walmart IncWMT | 68 funds | $2.1B |
| Vanguard S&P 500 ETFVOO | 67 funds | $3.7B |
| JPMorgan Chase & CoJPM | 67 funds | $2.9B |
| Alphabet Inc-CL CGOOG | 66 funds | $4.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 66 funds | $2.0B |
Ranked by how many of USTB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in USTB.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 69 | 26 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| USTBthis pageSHORT TRM BD ETF | 142 funds | $1.7B |
| UITBmc | 132 funds | $2.5B |
| CDCmc | 94 funds | $480.8M |
| CFAmc | 80 funds | $310.8M |
| CFOmc | 67 funds | $254.1M |
| USVMUSAA MSCI USA SM | 61 funds | $1.3B |
| CDLVCSHS US LRG CAP | 58 funds | $199.4M |
| CSBVCSHS US SMCP HG | 58 funds | $82.6M |
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.