USSG — Institutional owners (13F)

87 filers · $190.9M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
FMR LLC $43,668,711 628,688 22.88% Shares
BANK OF AMERICA CORP /DE/ $22,417,103 322,734 11.74% Shares
ENVESTNET ASSET MANAGEMENT INC $10,206,590 146,942 5.35% Shares
US BANCORP \DE\ $9,517,339 137,019 4.99% Shares
Brio Consultants, LLC $8,679,661 124,959 4.55% Shares
Financial Engines Advisors L.L.C. $8,389,297 120,779 4.40% Shares
Daiwa Securities Group Inc. $7,098,187 102,191 3.72% Shares
FIFTH THIRD BANCORP $6,015,792 86,608 3.15% Shares
GOLDMAN SACHS GROUP INC $5,105,449 73,502 2.67% Shares
Prentice Wealth Management LLC $3,825,579 55,076 2.00% Shares
GAM Holding AG $3,743,673 53,800 1.96% Shares
Aptus Capital Advisors, LLC $3,723,473 53,606 1.95% Shares
Wealth Advisory Team LLC $3,723,451 53,606 1.95% Shares
ASSETMARK, INC $3,542,391 50,999 1.86% Shares
Cetera Investment Advisers $3,289,951 47,365 1.72% Shares
WELLS FARGO & COMPANY/MN $2,967,387 42,721 1.55% Shares
Fingerlakes Wealth Management, Inc. $2,763,998 39,793 1.45% Shares
LPL Financial LLC $2,709,517 39,008 1.42% Shares
MORGAN STANLEY $2,491,256 35,866 1.31% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,398,150 34,526 1.26% Shares
Modern Wealth Management, LLC $2,375,949 34,206 1.24% Shares
Prime Capital Investment Advisors, LLC $2,315,877 33,341 1.21% Shares
Destination Wealth Management $2,089,565 30,083 1.09% Shares
AMERIPRISE FINANCIAL INC $2,083,795 29,998 1.09% Shares
JPMORGAN CHASE & CO $1,923,180 27,852 1.01% Shares
Steward Partners Investment Advisory, LLC $1,640,273 23,615 0.86% Shares
Allworth Financial LP $1,637,316 23,572 0.86% Shares
CITADEL ADVISORS LLC $1,502,837 21,636 0.79% Shares
MML INVESTORS SERVICES, LLC $1,349,936 19,435 0.71% Shares
WCG Wealth Advisors LLC $1,204,333 17,339 0.63% Shares
Cerity Partners LLC $1,083,046 15,592 0.57% Shares
Mariner, LLC $827,477 11,913 0.43% Shares
Smart Portfolios, LLC $776,079 13,004 0.41% Shares
OSAIC HOLDINGS, INC. $755,193 10,870 0.40% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $703,004 10,050 0.37% Shares
Archer Investment Management, LLC $682,931 9,832 0.36% Shares
Clear Creek Financial Management, LLC $663,343 9,550 0.35% Shares
Advyzon Investment Management, LLC $613,679 8,835 0.32% Shares
Baird Financial Group, Inc. $601,385 8,658 0.32% Shares
FIRST NATIONAL CORP /MA/ /ADV $592,393 9,602 0.31% Shares
Perigon Wealth Management, LLC $586,103 8,438 0.31% Shares
RAYMOND JAMES FINANCIAL INC $532,966 7,673 0.28% Shares
Corient Private Wealth LP $504,726 7,266 0.26% Shares
JANE STREET GROUP, LLC $414,190 5,963 0.22% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $411,967 5,931 0.22% Shares
Veridan Wealth LLC $391,764 5,640 0.21% Shares
ROYAL BANK OF CANADA $390,000 5,615 0.20% Shares
Aaron Wealth Advisors LLC $389,601 5,609 0.20% Shares
Vantus Wealth LLC $337,367 4,857 0.18% Shares
Quantinno Capital Management LP $333,964 4,808 0.17% Shares
Summit Financial, LLC $331,264 4,769 0.17% Shares
Envestnet Portfolio Solutions, Inc. $313,612 4,515 0.16% Shares
RETIREMENT CAPITAL STRATEGIES $310,972 4,477 0.16% Shares
Barden Capital Management, Inc. $305,902 4,404 0.16% Shares
RIDGECREST WEALTH PARTNERS, LLC $298,678 4,300 0.16% Shares
FLPUTNAM INVESTMENT MANAGEMENT CO $297,636 4,285 0.16% Shares
Americana Partners, LLC $252,023 3,628 0.13% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $231,232 3,329 0.12% Shares
BLUESTEM FINANCIAL ADVISORS, LLC $217,965 3,138 0.11% Shares
Berger Financial Group, Inc $214,381 3,086 0.11% Shares
Fifth Third Wealth Advisors LLC $213,103 3,068 0.11% Shares
Kestra Advisory Services, LLC $210,900 3,036 0.11% Shares
Financial Gravity Companies, Inc. $207,685 2,990 0.11% Shares
Chicago Partners Investment Group LLC $206,357 3,048 0.11% Shares
Sunbelt Securities, Inc. $193,960 3,250 0.10% Shares
Financial Gravity Wealth, Inc. $182,501 3,058 0.10% Shares
Bank of Italy $177,013 2,548,421 0.09% Shares
Farther Finance Advisors, LLC $146,491 2,110 0.08% Shares
BANK OF MONTREAL /CAN/ $112,108 1,614 0.06% Shares
IFP Advisors, Inc $81,199 1,169 0.04% Shares
Millstone Evans Group, LLC $70,571 1,016 0.04% Shares
Wealth Enhancement Trust Services, Inc. $68,418 985 0.04% Shares
Provenance Wealth Advisors, LLC $65,292 940 0.03% Shares
Geneos Wealth Management Inc. $40,704 586 0.02% Shares
Ameliora Wealth Management Ltd. $40,009 576 0.02% Shares
Colorado Capital Management, Inc. $20,728 298,421 0.01% Shares
1 NORTH WEALTH SERVICES LLC $18,060 260 0.01% Shares
Spire Wealth Management $11,475 165 0.01% Shares
Rossby Financial, LCC $10,975 158 0.01% Shares
Capitol Family Office, Inc. $6,877 99 0.00% Shares
VANGUARD ADVISERS INC $6,147 103 0.00% Shares
FIRST COMMUNITY TRUST NA $3,163 53 0.00% Shares
Horizon Investments, LLC $2,292 33 0.00% Shares
COMERICA BANK $1,842 29 0.00% Shares
Betterment LLC $1,325 19,070 0.00% Shares
PARK AVENUE SECURITIES LLC $1,102 15,861 0.00% Shares
Cambridge Investment Research Advisors, Inc. $458 6,589 0.00% Shares