USTB Institutional Ownership
Who owns USTB and what the big funds did with it last quarter, from every SEC 13F filing. 150 funds reported holding USTB at Jun 30, 2026.
- ▲98 buying vs 48 selling
- ▲Shares held by funds +12.7%
- ▲Funds holding +8
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 150 | 142 | +5.6% |
| In funds' top 10 | 12 | 13 | −7.7% |
| 13F shares | 36.5M | 32.4M | +12.7% |
| Held by funds | – | – | – |
| New positions | 18 | 14 | +28.6% |
| Increased | 80 | 82 | −2.4% |
| Reduced | 38 | 34 | +11.8% |
| Sold out | 10 | 4 | +150.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in USTB
All superinvestors →
Who owns USTB
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds75.6%
- Banks and brokers24.2%
- Pensions, insurers and other0.2%
The top 10 holders own 58.9% of all USTB shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
123 funds changed their position- Pacific Center for Financial ServicesNew+1.1M sh
- Stonebridge Financial Group, LLCAdded+804K sh
- Victory Capital Management IncAdded+584K sh
- International City Management Association Retirement CorpNew+458K sh
- LPL Financial LLCAdded+427K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Victory Capital Management Inc | – | 5.5M | $280M | +120K |
| 2 | Morgan Stanley | – | 3M | $150M | +432K |
| 3 | Merit Financial Group, LLC | – | 2.9M | $149M | +117K |
| 4 | Go Invest LLC | – | 2.3M | $119M | +307K |
| 5 | SHP Wealth Management | – | 1.8M | $90.4M | +537K |
| 6 | Bank of America Corp /de/ | – | 1.7M | $88.1M | +209K |
| 7 | LPL Financial LLC | – | 1.6M | $80.7M | −13K |
| 8 | Stonebridge Financial Group, LLC | – | 927K | $46.9M | +46K |
| 9 | Wells Fargo & Company/mn | – | 901K | $45.6M | +689K |
| 10 | Amplius Wealth Advisors, LLC | – | 791K | $40M | +57K |
- Wells Fargo & Company/mn+689K sh+$34.9M
- SHP Wealth Management+537K sh+$27.2M
- Morgan Stanley+432K sh+$21.9M
- Go Invest LLC+307K sh+$15.6M
- StoryOne LLC+278K sh+$14.1M
- Northwestern Mutual Wealth Management Co+218K sh+$11M
- Raymond James Financial Inc+217K sh+$11M
- Bank of America Corp /de/+209K sh+$10.6M
- Jane Street Group, LLC−447K sh−$22.6M
- BlueStem Wealth Partners, LLC−221K sh−$11.2M
- UBS Group AG−91K sh−$4.6M
- Creative Financial Designs Inc /adv−88K sh−$4.5M
- Flow Traders U.s. LLC−87K sh−$4.4M
- Commonwealth Equity Services, LLC−84K sh−$4.3M
- Citadel Advisors LLC−61K sh−$3.1M
- Goldman Sachs Group Inc−57K sh−$2.9M
USTB institutional ownership FAQ
Who owns the most USTB stock?
In Q2 2026 13F filings the largest holder of USTB was Victory Capital Management Inc, followed by Morgan Stanley and Merit Financial Group, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of USTB is owned by institutions?
150 funds reported holding 36.5M USTB shares at Jun 30, 2026.
Are hedge funds buying USTB?
In Q2 2026, 98 funds bought USTB (18 of them new positions) and 48 sold (10 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for USTB is bullish.
What is USTB's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this USTB ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.