USBC Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CRCM LP | 02/13/2026 | 2.57 M | $1.63 M | 30.36% | 4.08% |
| CITADEL ADVISORS LLC | 02/17/2026 | 214.11 K | $135.92 K | 1,101.77% | 0.34% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 177.99 K | $112.98 K | 760.63% | 0.28% |
| MARSHALL WACE, LLP | 02/13/2026 | 129.33 K | $81.47 K | 100.00% | 0.21% |
| VANGUARD GROUP INC | 01/29/2026 | 97.44 K | $61.88 K | 100.00% | 0.15% |
| VONTOBEL HOLDING LTD. | 02/13/2026 | 93.18 K | $59.15 K | 12.63% | 0.15% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 82.67 K | $52.48 K | 100.00% | 0.13% |
| XTX TOPCO LTD | 02/17/2026 | 51.47 K | $32.67 K | -63.76% | 0.08% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 41.97 K | $26.64 K | 286.00% | 0.07% |
| VIRTU FINANCIAL LLC | 02/23/2026 | 40.03 K | $25.00 K | 100.00% | 0.06% |
| TWO SIGMA SECURITIES, LLC | 02/17/2026 | 26.61 K | $16.89 K | 44.04% | 0.04% |
| 01/28/2026 | 25.00 K | $15.87 K | 100.00% | 0.04% | |
| COLONY GROUP, LLC | 02/13/2026 | 22.00 K | $13.97 K | 0.00% | 0.03% |
| JACKSON HOLE CAPITAL PARTNERS, LLC | 01/30/2026 | 20.00 K | $12.70 K | 100.00% | 0.03% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 18.20 K | $11.56 K | -64.68% | 0.03% |
| LPL FINANCIAL LLC | 02/11/2026 | 16.00 K | $10.16 K | -35.35% | 0.03% |
| UBS GROUP AG | 01/29/2026 | 9.74 K | $6.18 K | 186.24% | 0.02% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 5.58 K | $3.54 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 5.14 K | $3.26 K | 3,546.10% | 0.01% |
| MORGAN STANLEY | 02/13/2026 | 986 | $626 | -49.36% | 0.00% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 500 | $318 | 25.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 214 | $136 | 86.09% | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 02/06/2026 | 107 | $68 | 0.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 10 | $6 | 100.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 02/06/2026 | 8 | $5 | 0.00% | 0.00% |
| MCF ADVISORS LLC | 02/11/2026 | 2 | $2 | 0.00% | 0.00% |
| DANSKE BANK A/S | 02/02/2026 | 1 | $1 | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| CERITY PARTNERS LLC | 02/11/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| VIDENT ADVISORY, LLC | 02/18/2026 | 0 | $0 | -100.00% | 0.00% |
| UNITED CAPITAL MANAGEMENT OF KS, INC. | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
USBC Inc institutional Ownership - FAQ's
During the previous two years, 36 institutional investors and hedge funds held shares of USBC Inc. The most heavily invested institutionals were:
GABLES CAPITAL MANAGEMENT INC.: 107
Farther Finance Advisors, LLC: 10
UBS Group AG: 0
CRCM LP: 2.57 M
CITADEL ADVISORS LLC: 214,108
GEODE CAPITAL MANAGEMENT, LLC: 177,986
5.79% of USBC Inc stock is owned by institutional investors.
Institutional investors have bought a total of 3.81 M shares in the last 24 months. This purchase volume represents approximately $1.45 M in transactions.