USAR US Equity

USA Rare Earth, Inc.

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Materials · Metal Mining · CIK 1970622 · FYE 1231

$14.06

-0.87 (-5.83%)

USD · as of 2026-07-28 · marketstack

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Institutional ownership· 13F filers holding USAR · 2026-Q1 methodology → sources →

312 holders

% of shares outstanding held

96.1%

Shares held (13F)

127,485,244

Reporting holders

312

Top holders

largest 100 of 312 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Alyeska Investment Group, L.P.	16,570,77716.6M	$251M	12.49%	ADD 113%
2	BlackRock, Inc.	14,085,61814.1M	$213M	10.62%	ADD 121%
3	STATE STREET CORP	12,065,74812.1M	$183M	9.10%	ADD 140%
4	Bayshore Capital Advisors, LLC	8,743,2168.7M	$132M	6.59%	—
5	VANGUARD CAPITAL MANAGEMENT LLC	8,361,9968.4M	$127M	6.30%	NEW†
6	Hood River Capital Management LLC	4,242,9414.2M	$79M	3.20%	NEW†
7	TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA	4,854,9704.9M	$73M	3.66%	NEW†
8	GEODE CAPITAL MANAGEMENT, LLC	4,317,8424.3M	$65M	3.26%	ADD 99%
9	UBS Group AG	3,883,8153.9M	$59M	2.93%	ADD 204%
10	PRICE T ROWE ASSOCIATES INC /MD/	3,203,3553.2M	$48M	2.42%	ADD 4870%
11	Inflection Point Holdings II LLC	3,125,0003.1M	$47M	2.36%	—
12	Newtyn Management, LLC	2,339,6132.3M	$35M	1.76%	NEW
13	REAVES W H & CO INC	2,320,0002.3M	$35M	1.75%	NEW
14	CITIGROUP INC	1,574,8771.6M	$24M	1.19%	ADD 21%
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,449,9331.4M	$22M	1.09%	ADD 84%
16	Marex Group plc	1,445,2251.4M	$22M	1.09%	NEW
17	BANK OF AMERICA CORP /DE/	1,422,9261.4M	$22M	1.07%	TRIM -11%
18	VANGUARD PORTFOLIO MANAGEMENT LLC	1,407,5171.4M	$21M	1.06%	NEW
19	NORTHERN TRUST CORP	1,367,3201.4M	$21M	1.03%	ADD 109%
20	Capital World Investors	1,448,2441.4M	$19M	1.09%	NEW
21	MORGAN STANLEY	1,224,7591.2M	$19M	0.92%	TRIM -2%
22	VANGUARD FIDUCIARY TRUST CO	1,180,2841.2M	$18M	0.89%	NEW
23	ALTFEST L J & CO INC	1,168,8541.2M	$18M	0.88%	TRIM -4%
24	ADAGE CAPITAL PARTNERS GP, L.L.C.	1,160,0001.2M	$18M	0.87%	NEW
25	Zimmer Partners, LP	1,151,6401.2M	$17M	0.87%	NEW
26	Weiss Asset Management LP	1,130,0001.1M	$17M	0.85%	NEW
27	ALLIANCEBERNSTEIN L.P.	1,422,2701.4M	$17M	1.07%	ADD 42%
28	GOLDMAN SACHS GROUP INC	1,009,1461.0M	$15M	0.76%	ADD 11%
29	RENAISSANCE TECHNOLOGIES LLC	955,378955,378	$14M	0.72%	TRIM -14%
30	CITADEL ADVISORS LLC	935,167935,167	$14M	0.71%	ADD 64%
31	FMR LLC	919,032919,032	$14M	0.69%	ADD 19086%
32	Sovran Advisors, LLC	456,920456,920	$12M	0.34%	TRIM -7%
33	LMR Partners LLP	753,876753,876	$11M	0.57%	ADD 633%
34	Yaupon Capital Management LP	700,000700,000	$11M	0.53%	NEW
35	Driehaus Capital Management LLC	695,737695,737	$11M	0.52%	NEW
36	Invesco Ltd.	658,209658,209	$10M	0.50%	ADD 874%
37	Bank of New York Mellon Corp	518,673518,673	$8M	0.39%	ADD 93%
38	Nuveen, LLC	501,911501,911	$8M	0.38%	ADD 149%
39	Ghisallo Capital Management LLC	500,000500,000	$8M	0.38%	NEW
40	MILLENNIUM MANAGEMENT LLC	466,050466,050	$7M	0.35%	ADD 1206%
41	UNICOM Systems, Inc.	459,374459,374	$7M	0.35%	NEW
42	Korea Investment CORP	454,859454,859	$7M	0.34%	NEW
43	Jain Global LLC	428,765428,765	$6M	0.32%	NEW
44	Encompass Capital Advisors LLC	465,000465,000	$6M	0.35%	NEW
45	HOHIMER WEALTH MANAGEMENT, LLC	389,600389,600	$6M	0.29%	ADD 21%
46	LPL Financial LLC	318,431318,431	$5M	0.24%	ADD 63%
47	Clear Street Group Inc.	300,109300,109	$5M	0.23%	NEW
48	WELLS FARGO & COMPANY/MN	286,462286,462	$4M	0.22%	ADD 21%
49	AMERIPRISE FINANCIAL INC	285,804285,804	$4M	0.22%	ADD 37%
50	SEI INVESTMENTS CO	276,819276,819	$4M	0.21%	ADD 924%
51	SEVEN GRAND MANAGERS, LLC	262,500262,500	$4M	0.20%	NEW
52	TORONTO DOMINION BANK	250,649250,649	$4M	0.19%	TRIM -31%
53	Texas Yale Capital Corp.	243,850243,850	$4M	0.18%	—
54	JPMORGAN CHASE & CO	239,098239,098	$3M	0.18%	ADD 220%
55	Point72 Asset Management, L.P.	220,706220,706	$3M	0.17%	NEW
56	SUSQUEHANNA INTERNATIONAL GROUP, LLP	216,554216,554	$3M	0.16%	TRIM -84%
57	RHUMBLINE ADVISERS	211,437211,437	$3M	0.16%	ADD 100%
58	Bridgewater Associates, LP	174,464174,464	$3M	0.13%	TRIM -36%
59	JENNISON ASSOCIATES LLC	162,047162,047	$2M	0.12%	ADD 22%
60	DEUTSCHE BANK AG\	152,942152,942	$2M	0.12%	ADD 136%
61	Swiss National Bank	150,500150,500	$2M	0.11%	ADD 68%
62	GROUP ONE TRADING LLC	148,447148,447	$2M	0.11%	ADD 45%
63	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	136,512136,512	$2M	0.10%	NEW
64	BLAIR WILLIAM & CO/IL	128,321128,321	$2M	0.10%	ADD 96%
65	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	127,164127,164	$2M	0.10%	ADD 76%
66	Longaeva Partners L.P.	124,687124,687	$2M	0.09%	NEW
67	MML INVESTORS SERVICES, LLC	118,050118,050	$2M	0.09%	—
68	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	116,048116,048	$2M	0.09%	ADD 151%
69	D. E. Shaw & Co., Inc.	112,203112,203	$2M	0.08%	TRIM -45%
70	RAYMOND JAMES FINANCIAL INC	104,516104,516	$2M	0.08%	ADD 128%
71	Verition Fund Management LLC	101,120101,120	$2M	0.08%	TRIM -34%
72	MetLife Investment Management, LLC	100,568100,568	$2M	0.08%	ADD 104%
73	Weaver Capital Management LLC	100,000100,000	$2M	0.08%	—
74	PFG Investments, LLC	99,84499,844	$2M	0.08%	NEW
75	Dynamic Advisor Solutions LLC	98,58498,584	$1M	0.07%	NEW
76	ROYAL BANK OF CANADA	98,39998,399	$1M	0.07%	ADD 47%
77	MANUFACTURERS LIFE INSURANCE COMPANY, THE	97,80297,802	$1M	0.07%	ADD 106%
78	MFG WEALTH MANAGEMENT, INC.	95,51995,519	$1M	0.07%	ADD 73%
79	Cambridge Investment Research Advisors, Inc.	94,05394,053	$1M	0.07%	ADD 228%
80	ExodusPoint Capital Management, LP	92,46892,468	$1M	0.07%	TRIM -54%
81	XTX Topco Ltd	89,64889,648	$1M	0.07%	ADD 68%
82	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	86,45986,459	$1M	0.07%	ADD 111%
83	TUDOR INVESTMENT CORP ET AL	84,55084,550	$1M	0.06%	NEW
84	SIR Capital Management, L.P.	83,50083,500	$1M	0.06%	TRIM -45%
85	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	82,90582,905	$1M	0.06%	ADD 16%
86	Vanguard Global Advisers, LLC	80,05980,059	$1M	0.06%	NEW
87	OSAIC HOLDINGS, INC.	71,77671,776	$1M	0.05%	ADD 83%
88	P SCHOENFELD ASSET MANAGEMENT LP	70,00570,005	$1M	0.05%	—
89	JONES FINANCIAL COMPANIES LLLP	66,59966,599	$1M	0.05%	ADD 116%
90	Arosa Capital Management LP	65,00065,000	$983,775	0.05%	NEW
91	Legal & General Group Plc	64,87764,877	$981,914	0.05%	ADD 43%
92	Texas Capital Bank Wealth Management Services Inc	61,25061,250	$927,019	0.05%	ADD 5%
93	Advisory Services Network, LLC	60,84560,845	$920,891	0.05%	NEW
94	Pilgrim Partners Asia Pte Ltd	60,00060,000	$908,100	0.05%	ADD 341%
95	NEW YORK STATE COMMON RETIREMENT FUND	57,90057,900	$876,317	0.04%	ADD 109%
96	Polymer Capital Management (US) LLC	55,07855,078	$833,606	0.04%	TRIM -55%
97	PIER 88 INVESTMENT PARTNERS LLC	53,80053,800	$814,263	0.04%	ADD 55%
98	Cetera Investment Advisers	52,89552,895	$800,566	0.04%	ADD 76%
99	Shade Tree Advisors LLC	52,50052,500	$794,588	0.04%	NEW
100	Jump Financial, LLC	50,63350,633	$766,330	0.04%	TRIM -96%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Alyeska Investment Group, L.P.

—

8.9M

12.8M

7.8M

16.6M

$251M

BlackRock, Inc.

—

887K

1.1M

6.4M

14.1M

$213M

STATE STREET CORP

—

235K

2.8M

5.0M

12.1M

$183M

Bayshore Capital Advisors, LLC

—

8.6M

8.7M

$132M

VANGUARD CAPITAL MANAGEMENT LLC

—

8.4M

$127M

Hood River Capital Management LLC

—

4.2M

$79M

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

—

4.9M

$73M

GEODE CAPITAL MANAGEMENT, LLC

26K

653K

693K

2.2M

4.3M

$65M

UBS Group AG

37K

86K

79K

1.2M

1.3M

3.9M

$59M

PRICE T ROWE ASSOCIATES INC /MD/

—

64K

3.2M

$48M

Inflection Point Holdings II LLC

—

3.1M

$47M

Newtyn Management, LLC

700K

693K

—

2.3M

$35M

REAVES W H & CO INC

—

2.3M

$35M

CITIGROUP INC

—

1.3M

1.6M

$24M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

—

316K

347K

788K

1.4M

$22M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	312	127,485,244	96.1%	$1.9B
2025-Q4	228	63,729,316	48.0%	$761M
2025-Q3	161	41,568,128	31.3%	$615M
2025-Q2	68	20,422,074	15.4%	$159M
2025-Q1	43	9,320,382	7.0%	$19M
2024-Q4	8	1,664,653	1.3%	$19M
2024-Q3	46	23,653,172	17.8%	$251M
2024-Q2	45	23,091,719	17.4%	$238M
2024-Q1	51	25,598,436	19.3%	$263M
2023-Q4	47	23,118,344	17.4%	$232M
2023-Q3	50	19,455,176	14.7%	$193M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · USAR

Activists — 13D, active intent

Gutnick Mordechai Zev6.8%▼ -9.9ppSCHEDULE 13D/A · Amd 1 · event 2026-06-05SEC →

15,580,745 shares · 3 reporting persons

“Item 4 is hereby amended and restated to read as follows: As disclosed in the Issuer's Current Report on Form 8-K filed with the Securities and Exchange Commission on April 20, 2026, in connection with the Agreement and Plan of Merger, dated as of April 19, 2026 (the "Merger Agreement"), by and among the Issuer, SVRE Holdings Ltd. ("SVRE") and Middlebury Merger Sub Ltd., Mr. Gutnick entered into a Voting and Support Agreement, dated as of April 19, 2026 (the "Voting Agreement"), with SVRE. Pursu”

BLITZER MICHAEL5.8%▼ -1.3ppSCHEDULE 13D/A · Amd 3 · event 2025-09-15SEC →

5,808,082 shares · 2 reporting persons

“N/A”

Large holders — 13G, passive (top 5 of 12 by % of class)

Holder

% of class

Type

As of

Alyeska Investment Group, L.P.

7.6%

QII

Institutional ownership· 13F filers holding USAR · 2026-Q1 methodology → sources →

312 holders

% of shares outstanding held

96.1%

Shares held (13F)

127,485,244

Reporting holders

312

Top holders

largest 100 of 312 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Alyeska Investment Group, L.P.	16,570,77716.6M	$251M	12.49%	ADD 113%
2	BlackRock, Inc.	14,085,61814.1M	$213M	10.62%	ADD 121%
3	STATE STREET CORP	12,065,74812.1M	$183M	9.10%	ADD 140%
4	Bayshore Capital Advisors, LLC	8,743,2168.7M	$132M	6.59%	—
5	VANGUARD CAPITAL MANAGEMENT LLC	8,361,9968.4M	$127M	6.30%	NEW†
6	Hood River Capital Management LLC	4,242,9414.2M	$79M	3.20%	NEW†
7	TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA	4,854,9704.9M	$73M	3.66%	NEW†
8	GEODE CAPITAL MANAGEMENT, LLC	4,317,8424.3M	$65M	3.26%	ADD 99%
9	UBS Group AG	3,883,8153.9M	$59M	2.93%	ADD 204%
10	PRICE T ROWE ASSOCIATES INC /MD/	3,203,3553.2M	$48M	2.42%	ADD 4870%
11	Inflection Point Holdings II LLC	3,125,0003.1M	$47M	2.36%	—
12	Newtyn Management, LLC	2,339,6132.3M	$35M	1.76%	NEW
13	REAVES W H & CO INC	2,320,0002.3M	$35M	1.75%	NEW
14	CITIGROUP INC	1,574,8771.6M	$24M	1.19%	ADD 21%
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,449,9331.4M	$22M	1.09%	ADD 84%
16	Marex Group plc	1,445,2251.4M	$22M	1.09%	NEW
17	BANK OF AMERICA CORP /DE/	1,422,9261.4M	$22M	1.07%	TRIM -11%
18	VANGUARD PORTFOLIO MANAGEMENT LLC	1,407,5171.4M	$21M	1.06%	NEW
19	NORTHERN TRUST CORP	1,367,3201.4M	$21M	1.03%	ADD 109%
20	Capital World Investors	1,448,2441.4M	$19M	1.09%	NEW
21	MORGAN STANLEY	1,224,7591.2M	$19M	0.92%	TRIM -2%
22	VANGUARD FIDUCIARY TRUST CO	1,180,2841.2M	$18M	0.89%	NEW
23	ALTFEST L J & CO INC	1,168,8541.2M	$18M	0.88%	TRIM -4%
24	ADAGE CAPITAL PARTNERS GP, L.L.C.	1,160,0001.2M	$18M	0.87%	NEW
25	Zimmer Partners, LP	1,151,6401.2M	$17M	0.87%	NEW
26	Weiss Asset Management LP	1,130,0001.1M	$17M	0.85%	NEW
27	ALLIANCEBERNSTEIN L.P.	1,422,2701.4M	$17M	1.07%	ADD 42%
28	GOLDMAN SACHS GROUP INC	1,009,1461.0M	$15M	0.76%	ADD 11%
29	RENAISSANCE TECHNOLOGIES LLC	955,378955,378	$14M	0.72%	TRIM -14%
30	CITADEL ADVISORS LLC	935,167935,167	$14M	0.71%	ADD 64%
31	FMR LLC	919,032919,032	$14M	0.69%	ADD 19086%
32	Sovran Advisors, LLC	456,920456,920	$12M	0.34%	TRIM -7%
33	LMR Partners LLP	753,876753,876	$11M	0.57%	ADD 633%
34	Yaupon Capital Management LP	700,000700,000	$11M	0.53%	NEW
35	Driehaus Capital Management LLC	695,737695,737	$11M	0.52%	NEW
36	Invesco Ltd.	658,209658,209	$10M	0.50%	ADD 874%
37	Bank of New York Mellon Corp	518,673518,673	$8M	0.39%	ADD 93%
38	Nuveen, LLC	501,911501,911	$8M	0.38%	ADD 149%
39	Ghisallo Capital Management LLC	500,000500,000	$8M	0.38%	NEW
40	MILLENNIUM MANAGEMENT LLC	466,050466,050	$7M	0.35%	ADD 1206%
41	UNICOM Systems, Inc.	459,374459,374	$7M	0.35%	NEW
42	Korea Investment CORP	454,859454,859	$7M	0.34%	NEW
43	Jain Global LLC	428,765428,765	$6M	0.32%	NEW
44	Encompass Capital Advisors LLC	465,000465,000	$6M	0.35%	NEW
45	HOHIMER WEALTH MANAGEMENT, LLC	389,600389,600	$6M	0.29%	ADD 21%
46	LPL Financial LLC	318,431318,431	$5M	0.24%	ADD 63%
47	Clear Street Group Inc.	300,109300,109	$5M	0.23%	NEW
48	WELLS FARGO & COMPANY/MN	286,462286,462	$4M	0.22%	ADD 21%
49	AMERIPRISE FINANCIAL INC	285,804285,804	$4M	0.22%	ADD 37%
50	SEI INVESTMENTS CO	276,819276,819	$4M	0.21%	ADD 924%
51	SEVEN GRAND MANAGERS, LLC	262,500262,500	$4M	0.20%	NEW
52	TORONTO DOMINION BANK	250,649250,649	$4M	0.19%	TRIM -31%
53	Texas Yale Capital Corp.	243,850243,850	$4M	0.18%	—
54	JPMORGAN CHASE & CO	239,098239,098	$3M	0.18%	ADD 220%
55	Point72 Asset Management, L.P.	220,706220,706	$3M	0.17%	NEW
56	SUSQUEHANNA INTERNATIONAL GROUP, LLP	216,554216,554	$3M	0.16%	TRIM -84%
57	RHUMBLINE ADVISERS	211,437211,437	$3M	0.16%	ADD 100%
58	Bridgewater Associates, LP	174,464174,464	$3M	0.13%	TRIM -36%
59	JENNISON ASSOCIATES LLC	162,047162,047	$2M	0.12%	ADD 22%
60	DEUTSCHE BANK AG\	152,942152,942	$2M	0.12%	ADD 136%
61	Swiss National Bank	150,500150,500	$2M	0.11%	ADD 68%
62	GROUP ONE TRADING LLC	148,447148,447	$2M	0.11%	ADD 45%
63	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	136,512136,512	$2M	0.10%	NEW
64	BLAIR WILLIAM & CO/IL	128,321128,321	$2M	0.10%	ADD 96%
65	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	127,164127,164	$2M	0.10%	ADD 76%
66	Longaeva Partners L.P.	124,687124,687	$2M	0.09%	NEW
67	MML INVESTORS SERVICES, LLC	118,050118,050	$2M	0.09%	—
68	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	116,048116,048	$2M	0.09%	ADD 151%
69	D. E. Shaw & Co., Inc.	112,203112,203	$2M	0.08%	TRIM -45%
70	RAYMOND JAMES FINANCIAL INC	104,516104,516	$2M	0.08%	ADD 128%
71	Verition Fund Management LLC	101,120101,120	$2M	0.08%	TRIM -34%
72	MetLife Investment Management, LLC	100,568100,568	$2M	0.08%	ADD 104%
73	Weaver Capital Management LLC	100,000100,000	$2M	0.08%	—
74	PFG Investments, LLC	99,84499,844	$2M	0.08%	NEW
75	Dynamic Advisor Solutions LLC	98,58498,584	$1M	0.07%	NEW
76	ROYAL BANK OF CANADA	98,39998,399	$1M	0.07%	ADD 47%
77	MANUFACTURERS LIFE INSURANCE COMPANY, THE	97,80297,802	$1M	0.07%	ADD 106%
78	MFG WEALTH MANAGEMENT, INC.	95,51995,519	$1M	0.07%	ADD 73%
79	Cambridge Investment Research Advisors, Inc.	94,05394,053	$1M	0.07%	ADD 228%
80	ExodusPoint Capital Management, LP	92,46892,468	$1M	0.07%	TRIM -54%
81	XTX Topco Ltd	89,64889,648	$1M	0.07%	ADD 68%
82	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	86,45986,459	$1M	0.07%	ADD 111%
83	TUDOR INVESTMENT CORP ET AL	84,55084,550	$1M	0.06%	NEW
84	SIR Capital Management, L.P.	83,50083,500	$1M	0.06%	TRIM -45%
85	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	82,90582,905	$1M	0.06%	ADD 16%
86	Vanguard Global Advisers, LLC	80,05980,059	$1M	0.06%	NEW
87	OSAIC HOLDINGS, INC.	71,77671,776	$1M	0.05%	ADD 83%
88	P SCHOENFELD ASSET MANAGEMENT LP	70,00570,005	$1M	0.05%	—
89	JONES FINANCIAL COMPANIES LLLP	66,59966,599	$1M	0.05%	ADD 116%
90	Arosa Capital Management LP	65,00065,000	$983,775	0.05%	NEW
91	Legal & General Group Plc	64,87764,877	$981,914	0.05%	ADD 43%
92	Texas Capital Bank Wealth Management Services Inc	61,25061,250	$927,019	0.05%	ADD 5%
93	Advisory Services Network, LLC	60,84560,845	$920,891	0.05%	NEW
94	Pilgrim Partners Asia Pte Ltd	60,00060,000	$908,100	0.05%	ADD 341%
95	NEW YORK STATE COMMON RETIREMENT FUND	57,90057,900	$876,317	0.04%	ADD 109%
96	Polymer Capital Management (US) LLC	55,07855,078	$833,606	0.04%	TRIM -55%
97	PIER 88 INVESTMENT PARTNERS LLC	53,80053,800	$814,263	0.04%	ADD 55%
98	Cetera Investment Advisers	52,89552,895	$800,566	0.04%	ADD 76%
99	Shade Tree Advisors LLC	52,50052,500	$794,588	0.04%	NEW
100	Jump Financial, LLC	50,63350,633	$766,330	0.04%	TRIM -96%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Alyeska Investment Group, L.P.

—

8.9M

12.8M

7.8M

16.6M

$251M

BlackRock, Inc.

—

887K

1.1M

6.4M

14.1M

$213M

STATE STREET CORP

—

235K

2.8M

5.0M

12.1M

$183M

Bayshore Capital Advisors, LLC

—

8.6M

8.7M

$132M

VANGUARD CAPITAL MANAGEMENT LLC

—

8.4M

$127M

Hood River Capital Management LLC

—

4.2M

$79M

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA

—

4.9M

$73M

GEODE CAPITAL MANAGEMENT, LLC

26K

653K

693K

2.2M

4.3M

$65M

UBS Group AG

37K

86K

79K

1.2M

1.3M

3.9M

$59M

PRICE T ROWE ASSOCIATES INC /MD/

—

64K

3.2M

$48M

Inflection Point Holdings II LLC

—

3.1M

$47M

Newtyn Management, LLC

700K

693K

—

2.3M

$35M

REAVES W H & CO INC

—

2.3M

$35M

CITIGROUP INC

—

1.3M

1.6M

$24M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

—

316K

347K

788K

1.4M

$22M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	312	127,485,244	96.1%	$1.9B
2025-Q4	228	63,729,316	48.0%	$761M
2025-Q3	161	41,568,128	31.3%	$615M
2025-Q2	68	20,422,074	15.4%	$159M
2025-Q1	43	9,320,382	7.0%	$19M
2024-Q4	8	1,664,653	1.3%	$19M
2024-Q3	46	23,653,172	17.8%	$251M
2024-Q2	45	23,091,719	17.4%	$238M
2024-Q1	51	25,598,436	19.3%	$263M
2023-Q4	47	23,118,344	17.4%	$232M
2023-Q3	50	19,455,176	14.7%	$193M

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · USAR

Activists — 13D, active intent

Gutnick Mordechai Zev6.8%▼ -9.9ppSCHEDULE 13D/A · Amd 1 · event 2026-06-05SEC →

15,580,745 shares · 3 reporting persons

BLITZER MICHAEL5.8%▼ -1.3ppSCHEDULE 13D/A · Amd 3 · event 2025-09-15SEC →

5,808,082 shares · 2 reporting persons

“N/A”

Large holders — 13G, passive (top 5 of 12 by % of class)

Holder

% of class

Type

As of

Alyeska Investment Group, L.P.

7.6%

QII

USAR US Equity☆

Institutional ownership· 13F filers holding USAR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · USAR

Institutional ownership· 13F filers holding USAR · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · USAR

USAR US Equity