| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 5.5M | $40.1M | +6.2% | 3.728% | 0.00% |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.6M | $33.4M | -20.8% | 3.100% | 0.00% |
| 6 | FRONTIER CAPITAL MANAGEMENT CO LLC | 4.3M | $31.2M | — | 2.900% | 0.29% |
| 7 | CITADEL ADVISORS LLC | 3.6M | $26.2M | +44.9% | 2.437% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3.3M | $23.8M | +20.6% | 2.211% | 0.00% |
| 9 | JANE STREET GROUP, LLC | 3.3M | $23.7M | +103.7% | 2.199% | 0.00% |
| 10 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2.5M | $18.4M | — | 1.707% | 0.22% |
| 11 | TRUIST FINANCIAL CORP | 2.2M | $15.6M | +24.4% | 1.452% | 0.02% |
| 12 | VOYA INVESTMENT MANAGEMENT LLC | 2.0M | $14.8M | +62.5% | 1.375% | 0.01% |
| 13 | AMERIPRISE FINANCIAL INC | 1.8M | $13.4M | -17.6% | 1.245% | 0.00% |
| 14 | DRIEHAUS CAPITAL MANAGEMENT LLC | 1.6M | $11.7M | -69.9% | 1.085% | 0.07% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.6M | $11.3M | +26.4% | 1.051% | 0.00% |
| 16 | UBS Group AG | 1.5M | $11.0M | -25.1% | 1.018% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 1.3M | $9.7M | +73.7% | 0.905% | 0.00% |
| 18 | HITE Hedge Asset Management LLC | 1.2M | $8.8M | +261.6% | 0.814% | 0.48% |
| 19 | MARSHALL WACE, LLP | 1.2M | $8.8M | +1797.6% | 0.813% | 0.01% |
| 20 | NORTHERN TRUST CORP | 1.1M | $8.2M | +15.2% | 0.764% | 0.00% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 906K | $6.6M | +9.0% | 0.611% | 0.00% |
| 22 | MORGAN STANLEY | 839K | $6.1M | -30.3% | 0.566% | 0.00% |
| 23 | Nuveen, LLC | 814K | $5.9M | +142.7% | 0.549% | 0.00% |
| 24 | PEAK6 LLC | 756K | $5.5M | -31.2% | 0.510% | 0.01% |
| 25 | RAFFA WEALTH MANAGEMENT, LLC | 6K | $5.4M | — | 0.004% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UAMY — a direct measure of their conviction.
| 16.39% |
| +3.02 pp |
| $40M |
| +59% |
| Q4 2024 | 63 | +37% | 13.37% | +2.15 pp | $25M | +194% |
| Q3 2024 | 46 | — | 11.22% | — | $9M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
48 institutions opened new positions in UAMY during Q2 2026, while 38 fully exited. 46 added to existing positions and 144 trimmed.
UAMY institutional ownership rose by 8.39 percentage points quarter-over-quarter, with a net change of +11 holders.
The top 10 institutions account for 63.8% of all reported 13F value in UAMY, and the top 25 account for 85.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.