Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in USBC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | CRCM LP | 555K | $214K | -78.4% | 0.143% | 0.15% |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 259K | $100K | +45.8% | 0.067% | 0.00% |
| 3 | Vontobel Holding Ltd. | 190K | $74K | +104.4% | 0.049% | 0.00% |
| 4 | MARSHALL WACE, LLP | 166K | $65K | +28.3% | 0.043% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 150K | $58K | — | 0.039% | 0.00% |
| 6 | EverSource Wealth Advisors, LLC | 1K | $40K | -81.4% | 0.000% | 0.00% |
| 7 | XTX Topco Ltd | 27K | $10K | -48.2% | 0.007% | 0.00% |
| 8 | Jackson Hole Capital Partners, LLC | 20K | $8K | 0.0% | 0.005% | 0.00% |
| 9 | ADVISOR GROUP HOLDINGS, INC. | 18K | $7K | +256.8% | 0.005% | 0.00% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 17K | $7K | — | 0.005% | 0.00% |
| 11 | JANE STREET GROUP, LLC | 17K | $7K | — | 0.004% | 0.00% |
| 12 | Focus Partners Wealth | 17K | $7K | -22.7% | 0.004% | 0.00% |
| 13 | MORGAN STANLEY | 986 | $381 | 0.0% | 0.000% | 0.00% |
| 14 | Allworth Financial LP | 500 | $194 | 0.0% | 0.000% | 0.00% |
| 15 | GABLES CAPITAL MANAGEMENT INC. | 107 | $41 | 0.0% | 0.000% | 0.00% |
| 16 | Farther Finance Advisors, LLC | 10 | $4 | 0.0% | 0.000% | 0.00% |
| 17 | Larson Financial Group LLC | 8 | $3 | 0.0% | 0.000% | 0.00% |
| 18 | DANSKE BANK A/S | 1 | $0 | 0.0% | 0.000% | 0.00% |
| 19 | ROYAL BANK OF CANADA | 250 | $0 | — | 0.000% | 0.00% |
| 20 | North Ridge Wealth Advisors, Inc. | 47 | $0 | 0.0% | 0.000% | 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 USBC — a direct measure of their conviction.
Filings activity in USBC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new USBC position in Q1 2026
Institutions that fully closed their USBC position in Q1 2026
5 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 20 | 29% | 0.43% | 1.21 pp | $1M | 74% |
| Q4 2025 | 28 | +7.7% | 1.64% | 0.91 pp | $2M | 36% |
| Q3 2025 | 26 | +86% | 2.55% | +2.17 pp | $4M | +577% |
| Q2 2025 | 14 | +40% | 0.38% | +0.37 pp | $1M | +4066% |
| Q1 2025 | 10 | — | 0.01% | — | $0M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying USBC stock.
Based on Q1 2026 13F filings, institutional ownership of USBC, Inc. stands at 0.4%, held across 20 reporting institutions.
CRCM LP is the largest reported institutional holder of USBC, with approximately 555,325 shares worth $0.00B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of USBC, including JANE STREET GROUP, LLC.
Our composite Smart Money Score for USBC is 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
4 institutions opened new positions in USBC during Q1 2026, while 12 fully exited. 3 added to existing positions and 11 trimmed.
USBC institutional ownership fell by 1.21 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 97.7% of all reported 13F value in USBC, and the top 25 account for 100.0%.
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.
USBC, Inc. (USBC) Institutional Ownership