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

141 holders

% of shares outstanding held

—

Shares held (13F)

30,262,250

Reporting holders

141

Top holders

largest 100 of 141 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	VICTORY CAPITAL MANAGEMENT INC	5,410,3665.4M	$274M	—	—
2	Merit Financial Group, LLC	2,822,9112.8M	$143M	—	ADD 9%
3	MORGAN STANLEY	2,528,4262.5M	$128M	—	ADD 16%
4	LPL Financial LLC	1,607,9231.6M	$81M	—	ADD 20%
5	BANK OF AMERICA CORP /DE/	1,531,4981.5M	$77M	—	ADD 10%
6	SHP Wealth Management	1,248,2151.2M	$63M	—	ADD 63101%
7	Stonebridge Financial Group, LLC	881,331881,331	$45M	—	ADD 16%
8	Amplius Wealth Advisors, LLC	733,336733,336	$37M	—	TRIM -5%
9	Broadway Wealth Solutions, Inc.	559,951559,951	$28M	—	ADD 8%
10	Marquette Asset Management, LLC	525,433525,433	$27M	—	—
11	Capital Analysts, LLC	516,536516,536	$26M	—	TRIM -8%
12	RAYMOND JAMES FINANCIAL INC	482,124482,124	$24M	—	ADD 31%
13	Private Advisor Group, LLC	464,463464,463	$23M	—	ADD 17%
14	JANE STREET GROUP, LLC	458,615458,615	$23M	—	NEW
15	Waverly Advisors, LLC	451,585451,585	$23M	—	ADD 6%
16	KINTRA WEALTH, LLC	392,069392,069	$20M	—	ADD 81%
17	MOTCO	372,958372,958	$19M	—	ADD 6%
18	ERn Financial, LLC	334,129334,129	$17M	—	ADD 6%
19	STIFEL FINANCIAL CORP	307,627307,627	$16M	—	ADD 26%
20	Cornerstone Planning Group LLC	292,838292,838	$15M	—	ADD 19%
21	COMMONWEALTH EQUITY SERVICES, LLC	267,057267,057	$14M	—	ADD 4%
22	NORTHEAST PLANNING ASSOCIATES, INC. / NH /	265,596265,596	$13M	—	ADD 5%
23	Redhawk Wealth Advisors, Inc.	264,785264,785	$13M	—	ADD 10%
24	Janney Montgomery Scott LLC	263,995263,995	$13M	—	ADD 378%
25	HORAN Wealth, LLC	262,376262,376	$13M	—	ADD 20%
26	OSAIC HOLDINGS, INC.	249,515249,515	$13M	—	—
27	ROYAL BANK OF CANADA	234,309234,309	$12M	—	ADD 12%
28	Certified Advisory Corp	231,971231,971	$12M	—	ADD 11%
29	BlueStem Wealth Partners, LLC	221,223221,223	$11M	—	ADD 6%
30	Apella Capital, LLC	220,010220,010	$11M	—	ADD 13%
31	WELLS FARGO & COMPANY/MN	211,904211,904	$11M	—	ADD 664%
32	TOTH FINANCIAL ADVISORY CORP	210,516210,516	$11M	—	ADD 10%
33	UBS Group AG	210,425210,425	$11M	—	TRIM -4%
34	Integrated Wealth Concepts LLC	206,471206,471	$10M	—	ADD 48%
35	Winter & Associates, Inc.	198,454198,454	$10M	—	ADD 50%
36	Focus Partners Advisor Solutions, LLC	193,011193,011	$10M	—	ADD 46%
37	Summit Financial, LLC	191,605191,605	$10M	—	ADD 43%
38	ADAPT WEALTH ADVISORS, LLC	189,516189,516	$10M	—	ADD 5%
39	CREATIVE FINANCIAL DESIGNS INC /ADV	185,906185,906	$9M	—	—
40	Steward Partners Investment Advisory, LLC	180,424180,424	$9M	—	ADD 262%
41	StoryOne LLC	00	$9M	—	EXIT
42	Pinnacle Wealth Management Group, Inc.	178,774178,774	$9M	—	ADD 13%
43	ENVESTNET ASSET MANAGEMENT INC	155,654155,654	$8M	—	TRIM -7%
44	AVAII WEALTH MANAGEMENT, LLC	153,409153,409	$8M	—	ADD 3%
45	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	151,109151,109	$8M	—	TRIM -48%
46	Cambridge Investment Research Advisors, Inc.	149,974149,974	$8M	—	ADD 121%
47	Smith Thornton Advisors LLC	131,303131,303	$7M	—	ADD 5%
48	Quadcap Wealth Management, LLC	128,389128,389	$6M	—	—
49	MML INVESTORS SERVICES, LLC	122,836122,836	$6M	—	TRIM -6%
50	Patriot Financial Group Insurance Agency, LLC	122,240122,240	$6M	—	ADD 151%
51	REDW Wealth LLC	120,685120,685	$6M	—	ADD 91%
52	Farther Finance Advisors, LLC	116,857116,857	$6M	—	TRIM -22%
53	Darrow Company, Inc.	113,884113,884	$6M	—	ADD 13%
54	Bensler, LLC	113,831113,831	$6M	—	TRIM -26%
55	Clarity Asset Management, Inc.	111,951111,951	$6M	—	NEW
56	Midwest Capital Advisors, LLC	111,574111,574	$6M	—	ADD 7%
57	CITADEL ADVISORS LLC	109,303109,303	$6M	—	NEW
58	FLOW TRADERS U.S. LLC	95,20095,200	$5M	—	ADD 1002%
59	Kingsview Wealth Management, LLC	86,84586,845	$4M	—	—
60	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	84,83784,837	$4M	—	ADD 7%
61	Allen Capital Group, LLC	80,69280,692	$4M	—	NEW
62	Equitable Holdings, Inc.	76,28976,289	$4M	—	ADD 61%
63	Tulsa Wealth Advisors, INC	74,63974,639	$4M	—	NEW
64	Rooted Wealth Advisors, Inc.	71,08571,085	$4M	—	ADD 51%
65	Valmark Advisers, Inc.	63,87463,874	$3M	—	ADD 12%
66	Lakeridge Wealth Management LLC	61,59161,591	$3M	—	—
67	Madison Wealth Partners, Inc	59,03859,038	$3M	—	ADD 66%
68	Samalin Investment Counsel, LLC	57,45657,456	$3M	—	TRIM -7%
69	GOLDMAN SACHS GROUP INC	57,22957,229	$3M	—	ADD 162%
70	Trademark Financial Management, LLC	54,56654,566	$3M	—	ADD 33%
71	OneAscent Wealth Management LLC	51,90851,908	$3M	—	ADD 38%
72	Bank of New York Mellon Corp	45,67045,670	$2M	—	ADD 23%
73	OPPENHEIMER & CO INC	44,08044,080	$2M	—	—
74	Elk River Wealth Management LLC	38,71538,715	$2M	—	TRIM -5%
75	Kestra Advisory Services, LLC	29,40129,401	$1M	—	ADD 6%
76	Perigon Wealth Management, LLC	29,10529,105	$1M	—	ADD 9%
77	Mariner, LLC	27,21527,215	$1M	—	TRIM -15%
78	Atria Investments, Inc	26,94326,943	$1M	—	TRIM -14%
79	FLAGSHIP HARBOR ADVISORS, LLC	26,54326,543	$1M	—	ADD 24%
80	Axis Wealth Partners, LLC	26,08226,082	$1M	—	ADD 25%
81	SILVER OAK SECURITIES, INCORPORATED	24,92624,926	$1M	—	ADD 3%
82	Stratos Investment Management, LLC	24,46124,461	$1M	—	ADD 10%
83	Advisory Services Network, LLC	24,33024,330	$1M	—	ADD 5%
84	Sigma Planning Corp	24,01924,019	$1M	—	ADD 4%
85	Orion Porfolio Solutions, LLC	22,75022,750	$1M	—	TRIM -29%
86	Comprehensive Wealth Management, LLC	22,55122,551	$1M	—	ADD 14%
87	Miller Financial Services LLC	22,17022,170	$1M	—	ADD 227%
88	FIFTH THIRD BANCORP	19,69619,696	$996,223	—	ADD 414%
89	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	18,48018,480	$934,718	—	ADD 26%
90	KESTRA PRIVATE WEALTH SERVICES, LLC	17,86617,866	$903,679	—	ADD 44%
91	Cetera Investment Advisers	17,14617,146	$867,229	—	TRIM -18%
92	Claro Advisors Inc.	16,37316,373	$828,137	—	TRIM -16%
93	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	14,87614,876	$752,436	—	TRIM -31%
94	SWMG, LLC	13,59913,599	$687,838	—	TRIM -5%
95	Creative Planning	13,23213,232	$669,268	—	TRIM -3%
96	Betterment LLC	13,06513,065	$661,000	—	ADD 55%
97	RPS ADVISORY SOLUTIONS LLC	11,62911,629	$588,195	—	NEW
98	HRT FINANCIAL LP	11,37411,374	$575,000	—	NEW
99	Intrua Financial, LLC	11,27011,270	$570,056	—	ADD 17%
100	M.E. ALLISON & CO., INC.	11,26911,269	$569,987	—	ADD 18%

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

VICTORY CAPITAL MANAGEMENT INC

5.1M

5.3M

5.4M

$274M

Merit Financial Group, LLC

55K

50K

41K

2.4M

2.6M

2.8M

$143M

MORGAN STANLEY

551K

625K

940K

1.7M

2.2M

2.5M

$128M

LPL Financial LLC

716K

958K

1.1M

1.2M

1.3M

1.6M

$81M

BANK OF AMERICA CORP /DE/

900K

990K

1.3M

1.4M

1.5M

$77M

SHP Wealth Management

—

1.2M

$63M

Stonebridge Financial Group, LLC

—

249K

551K

693K

762K

881K

$45M

Amplius Wealth Advisors, LLC

—

624K

673K

763K

770K

733K

$37M

Broadway Wealth Solutions, Inc.

385K

419K

444K

478K

520K

560K

$28M

Marquette Asset Management, LLC

563K

559K

513K

524K

517K

525K

$27M

Capital Analysts, LLC

563K

517K

$26M

RAYMOND JAMES FINANCIAL INC

318K

359K

391K

418K

369K

482K

$24M

Private Advisor Group, LLC

111K

233K

264K

359K

398K

464K

$23M

JANE STREET GROUP, LLC

20K

72K

63K

—

459K

$23M

Waverly Advisors, LLC

316K

355K

357K

389K

424K

452K

$23M

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

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	141	30,262,250	—	$1.5B
2025-Q4	134	25,473,742	—	$1.3B
2025-Q3	129	23,768,151	—	$1.2B
2025-Q2	122	18,906,683	—	$961M
2025-Q1	112	17,122,585	—	$867M
2024-Q4	107	14,174,670	—	$712M
2024-Q3	93	11,563,728	—	$587M
2024-Q2	84	10,660,246	—	$531M
2024-Q1	84	10,781,394	—	$539M
2023-Q4	77	10,234,141	—	$507M
2023-Q3	79	10,274,415	—	$503M

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.

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

141 holders

% of shares outstanding held

—

Shares held (13F)

30,262,250

Reporting holders

141

Top holders

largest 100 of 141 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	VICTORY CAPITAL MANAGEMENT INC	5,410,3665.4M	$274M	—	—
2	Merit Financial Group, LLC	2,822,9112.8M	$143M	—	ADD 9%
3	MORGAN STANLEY	2,528,4262.5M	$128M	—	ADD 16%
4	LPL Financial LLC	1,607,9231.6M	$81M	—	ADD 20%
5	BANK OF AMERICA CORP /DE/	1,531,4981.5M	$77M	—	ADD 10%
6	SHP Wealth Management	1,248,2151.2M	$63M	—	ADD 63101%
7	Stonebridge Financial Group, LLC	881,331881,331	$45M	—	ADD 16%
8	Amplius Wealth Advisors, LLC	733,336733,336	$37M	—	TRIM -5%
9	Broadway Wealth Solutions, Inc.	559,951559,951	$28M	—	ADD 8%
10	Marquette Asset Management, LLC	525,433525,433	$27M	—	—
11	Capital Analysts, LLC	516,536516,536	$26M	—	TRIM -8%
12	RAYMOND JAMES FINANCIAL INC	482,124482,124	$24M	—	ADD 31%
13	Private Advisor Group, LLC	464,463464,463	$23M	—	ADD 17%
14	JANE STREET GROUP, LLC	458,615458,615	$23M	—	NEW
15	Waverly Advisors, LLC	451,585451,585	$23M	—	ADD 6%
16	KINTRA WEALTH, LLC	392,069392,069	$20M	—	ADD 81%
17	MOTCO	372,958372,958	$19M	—	ADD 6%
18	ERn Financial, LLC	334,129334,129	$17M	—	ADD 6%
19	STIFEL FINANCIAL CORP	307,627307,627	$16M	—	ADD 26%
20	Cornerstone Planning Group LLC	292,838292,838	$15M	—	ADD 19%
21	COMMONWEALTH EQUITY SERVICES, LLC	267,057267,057	$14M	—	ADD 4%
22	NORTHEAST PLANNING ASSOCIATES, INC. / NH /	265,596265,596	$13M	—	ADD 5%
23	Redhawk Wealth Advisors, Inc.	264,785264,785	$13M	—	ADD 10%
24	Janney Montgomery Scott LLC	263,995263,995	$13M	—	ADD 378%
25	HORAN Wealth, LLC	262,376262,376	$13M	—	ADD 20%
26	OSAIC HOLDINGS, INC.	249,515249,515	$13M	—	—
27	ROYAL BANK OF CANADA	234,309234,309	$12M	—	ADD 12%
28	Certified Advisory Corp	231,971231,971	$12M	—	ADD 11%
29	BlueStem Wealth Partners, LLC	221,223221,223	$11M	—	ADD 6%
30	Apella Capital, LLC	220,010220,010	$11M	—	ADD 13%
31	WELLS FARGO & COMPANY/MN	211,904211,904	$11M	—	ADD 664%
32	TOTH FINANCIAL ADVISORY CORP	210,516210,516	$11M	—	ADD 10%
33	UBS Group AG	210,425210,425	$11M	—	TRIM -4%
34	Integrated Wealth Concepts LLC	206,471206,471	$10M	—	ADD 48%
35	Winter & Associates, Inc.	198,454198,454	$10M	—	ADD 50%
36	Focus Partners Advisor Solutions, LLC	193,011193,011	$10M	—	ADD 46%
37	Summit Financial, LLC	191,605191,605	$10M	—	ADD 43%
38	ADAPT WEALTH ADVISORS, LLC	189,516189,516	$10M	—	ADD 5%
39	CREATIVE FINANCIAL DESIGNS INC /ADV	185,906185,906	$9M	—	—
40	Steward Partners Investment Advisory, LLC	180,424180,424	$9M	—	ADD 262%
41	StoryOne LLC	00	$9M	—	EXIT
42	Pinnacle Wealth Management Group, Inc.	178,774178,774	$9M	—	ADD 13%
43	ENVESTNET ASSET MANAGEMENT INC	155,654155,654	$8M	—	TRIM -7%
44	AVAII WEALTH MANAGEMENT, LLC	153,409153,409	$8M	—	ADD 3%
45	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	151,109151,109	$8M	—	TRIM -48%
46	Cambridge Investment Research Advisors, Inc.	149,974149,974	$8M	—	ADD 121%
47	Smith Thornton Advisors LLC	131,303131,303	$7M	—	ADD 5%
48	Quadcap Wealth Management, LLC	128,389128,389	$6M	—	—
49	MML INVESTORS SERVICES, LLC	122,836122,836	$6M	—	TRIM -6%
50	Patriot Financial Group Insurance Agency, LLC	122,240122,240	$6M	—	ADD 151%
51	REDW Wealth LLC	120,685120,685	$6M	—	ADD 91%
52	Farther Finance Advisors, LLC	116,857116,857	$6M	—	TRIM -22%
53	Darrow Company, Inc.	113,884113,884	$6M	—	ADD 13%
54	Bensler, LLC	113,831113,831	$6M	—	TRIM -26%
55	Clarity Asset Management, Inc.	111,951111,951	$6M	—	NEW
56	Midwest Capital Advisors, LLC	111,574111,574	$6M	—	ADD 7%
57	CITADEL ADVISORS LLC	109,303109,303	$6M	—	NEW
58	FLOW TRADERS U.S. LLC	95,20095,200	$5M	—	ADD 1002%
59	Kingsview Wealth Management, LLC	86,84586,845	$4M	—	—
60	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	84,83784,837	$4M	—	ADD 7%
61	Allen Capital Group, LLC	80,69280,692	$4M	—	NEW
62	Equitable Holdings, Inc.	76,28976,289	$4M	—	ADD 61%
63	Tulsa Wealth Advisors, INC	74,63974,639	$4M	—	NEW
64	Rooted Wealth Advisors, Inc.	71,08571,085	$4M	—	ADD 51%
65	Valmark Advisers, Inc.	63,87463,874	$3M	—	ADD 12%
66	Lakeridge Wealth Management LLC	61,59161,591	$3M	—	—
67	Madison Wealth Partners, Inc	59,03859,038	$3M	—	ADD 66%
68	Samalin Investment Counsel, LLC	57,45657,456	$3M	—	TRIM -7%
69	GOLDMAN SACHS GROUP INC	57,22957,229	$3M	—	ADD 162%
70	Trademark Financial Management, LLC	54,56654,566	$3M	—	ADD 33%
71	OneAscent Wealth Management LLC	51,90851,908	$3M	—	ADD 38%
72	Bank of New York Mellon Corp	45,67045,670	$2M	—	ADD 23%
73	OPPENHEIMER & CO INC	44,08044,080	$2M	—	—
74	Elk River Wealth Management LLC	38,71538,715	$2M	—	TRIM -5%
75	Kestra Advisory Services, LLC	29,40129,401	$1M	—	ADD 6%
76	Perigon Wealth Management, LLC	29,10529,105	$1M	—	ADD 9%
77	Mariner, LLC	27,21527,215	$1M	—	TRIM -15%
78	Atria Investments, Inc	26,94326,943	$1M	—	TRIM -14%
79	FLAGSHIP HARBOR ADVISORS, LLC	26,54326,543	$1M	—	ADD 24%
80	Axis Wealth Partners, LLC	26,08226,082	$1M	—	ADD 25%
81	SILVER OAK SECURITIES, INCORPORATED	24,92624,926	$1M	—	ADD 3%
82	Stratos Investment Management, LLC	24,46124,461	$1M	—	ADD 10%
83	Advisory Services Network, LLC	24,33024,330	$1M	—	ADD 5%
84	Sigma Planning Corp	24,01924,019	$1M	—	ADD 4%
85	Orion Porfolio Solutions, LLC	22,75022,750	$1M	—	TRIM -29%
86	Comprehensive Wealth Management, LLC	22,55122,551	$1M	—	ADD 14%
87	Miller Financial Services LLC	22,17022,170	$1M	—	ADD 227%
88	FIFTH THIRD BANCORP	19,69619,696	$996,223	—	ADD 414%
89	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	18,48018,480	$934,718	—	ADD 26%
90	KESTRA PRIVATE WEALTH SERVICES, LLC	17,86617,866	$903,679	—	ADD 44%
91	Cetera Investment Advisers	17,14617,146	$867,229	—	TRIM -18%
92	Claro Advisors Inc.	16,37316,373	$828,137	—	TRIM -16%
93	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	14,87614,876	$752,436	—	TRIM -31%
94	SWMG, LLC	13,59913,599	$687,838	—	TRIM -5%
95	Creative Planning	13,23213,232	$669,268	—	TRIM -3%
96	Betterment LLC	13,06513,065	$661,000	—	ADD 55%
97	RPS ADVISORY SOLUTIONS LLC	11,62911,629	$588,195	—	NEW
98	HRT FINANCIAL LP	11,37411,374	$575,000	—	NEW
99	Intrua Financial, LLC	11,27011,270	$570,056	—	ADD 17%
100	M.E. ALLISON & CO., INC.	11,26911,269	$569,987	—	ADD 18%

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

VICTORY CAPITAL MANAGEMENT INC

5.1M

5.3M

5.4M

$274M

Merit Financial Group, LLC

55K

50K

41K

2.4M

2.6M

2.8M

$143M

MORGAN STANLEY

551K

625K

940K

1.7M

2.2M

2.5M

$128M

LPL Financial LLC

716K

958K

1.1M

1.2M

1.3M

1.6M

$81M

BANK OF AMERICA CORP /DE/

900K

990K

1.3M

1.4M

1.5M

$77M

SHP Wealth Management

—

1.2M

$63M

Stonebridge Financial Group, LLC

—

249K

551K

693K

762K

881K

$45M

Amplius Wealth Advisors, LLC

—

624K

673K

763K

770K

733K

$37M

Broadway Wealth Solutions, Inc.

385K

419K

444K

478K

520K

560K

$28M

Marquette Asset Management, LLC

563K

559K

513K

524K

517K

525K

$27M

Capital Analysts, LLC

563K

517K

$26M

RAYMOND JAMES FINANCIAL INC

318K

359K

391K

418K

369K

482K

$24M

Private Advisor Group, LLC

111K

233K

264K

359K

398K

464K

$23M

JANE STREET GROUP, LLC

20K

72K

63K

—

459K

$23M

Waverly Advisors, LLC

316K

355K

357K

389K

424K

452K

$23M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	141	30,262,250	—	$1.5B
2025-Q4	134	25,473,742	—	$1.3B
2025-Q3	129	23,768,151	—	$1.2B
2025-Q2	122	18,906,683	—	$961M
2025-Q1	112	17,122,585	—	$867M
2024-Q4	107	14,174,670	—	$712M
2024-Q3	93	11,563,728	—	$587M
2024-Q2	84	10,660,246	—	$531M
2024-Q1	84	10,781,394	—	$539M
2023-Q4	77	10,234,141	—	$507M
2023-Q3	79	10,274,415	—	$503M

Short interest has its own tab now — open SI →

USTB☆

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

Top holders

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

Institutional footprint by quarter

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

Top holders

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

Institutional footprint by quarter

USTB