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USBC, Inc.

USBC
Exchange
NYSE
Industry
Finance Services
SEC CIK
0001074828

No open-market purchases or sales by USBC, Inc. insiders were filed in the last 90 days; 25 institutions reported holding it in 13F filings for Q2 2026, worth $584.6K in total; no superinvestor holds it.

13F holders, Q3 2025

Institutional positions in USBC, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
27
+12 vs. Q2 2025
Shares held
2.66M
+2.40M (+900.5%) vs. Q2 2025
Total value
$3.57M
+$3.04M (+576.8%) vs. Q2 2025
New holders
15
5 more added
Sold out
3
3 more reduced

Compare with Q2 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting USBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2025: 27 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 20 institutionsQ4 2022: 22 institutionsQ1 2023: 25 institutionsQ2 2023: 22 institutionsQ3 2023: 29 institutionsQ4 2023: 29 institutionsQ1 2024: 28 institutionsQ2 2024: 31 institutionsQ3 2024: 32 institutionsQ4 2024: 31 institutionsQ1 2025: 10 institutionsQ2 2025: 15 institutionsQ3 2025: 27 institutionsQ4 2025: 28 institutionsQ1 2026: 20 institutionsQ2 2026: 25 institutions
Value heldQ3 2025: $3.57M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $1.50MQ4 2022: $1.98MQ1 2023: $1.43MQ2 2023: $1.68MQ3 2023: $738.3KQ4 2023: $1.16MQ1 2024: $1.68MQ2 2024: $1.78MQ3 2024: $1.11MQ4 2024: $618.0KQ1 2025: $23.6KQ2 2025: $527.4KQ3 2025: $3.57MQ4 2025: $2.32MQ1 2026: $558.4KQ2 2026: $584.6K
Institutions holding USBC and their total value by quarter
QuarterHoldersValue
Q2 202625$584.6K
Q1 202620$558.4K
Q4 202528$2.32M
Q3 202527$3.57M
Q2 202515$527.4K
Q1 202510$23.6K
Q4 202431$618.0K
Q3 202432$1.11M
Q2 202431$1.78M
Q1 202428$1.68M
Q4 202329$1.16M
Q3 202329$738.3K
Q2 202322$1.68M
Q1 202325$1.43M
Q4 202222$1.98M
Q3 202220$1.50M
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding USBC, Inc.; share changes are against Q2 2025.

Institutions holding USBC in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CRCM LP1,972,471$2.64M0.76%+1,972,471New
XTX Topco Ltd142,003$190.3K0.01%+142,003New
Cerity Partners LLC120,000$160.8K0.00%+40,000+50.0%Added
Vontobel Holding Ltd.82,727$109.2K0.00%+82,727New
Jane Street Group, LLC75,790$101.6K0.00%+75,790New
Squarepoint Ops LLC51,532$69.1K0.00%+51,532New
Bard Financial Services, Inc.37,500$50.3K0.01%+37,500New
United Capital Management of KS, Inc.34,757$46.6K0.01%+10,000+40.4%Added
LPL Financial LLC24,750$33.2K0.00%+24,750New
Colony Group, LLC22,000$29.5K0.00%+22,000New
Geode Capital Management, LLC20,681$27.7K0.00%+20,681New
Two Sigma Securities, LLC18,471$24.8K0.00%+18,471New
Citadel Advisors LLC17,816$23.9K0.00%+17,816New
Tower Research Capital LLC (TRC)11,767$15.8K0.00%+8,024+214.4%Added
Two Sigma Investments, LP10,872$14.6K0.00%+10,872New
Vident Advisory, LLC10,024$13.4K0.00%+10,024New
EverSource Wealth Advisors, LLC5,583$7.48K0.00%+2,973+113.9%Added
UBS Group AG3,401$4.56K0.00%−70,796−95.4%Reduced
Morgan Stanley1,947$2.61K0.00%−17,005−89.7%Reduced
Allworth Financial LP400$5360.00%+400New
Bank of America Corp115$1540.00%+30+35.3%Added
Advisor Group Holdings, Inc.141$1460.00%−32−18.5%Reduced
Gables Capital Management Inc.107$1430.00%00.0%Unchanged
Larson Financial Group LLC8$110.00%00.0%Unchanged
MCF Advisors LLC2$30.00%00.0%Unchanged
Danske Bank A/S1$10.00%00.0%Unchanged
North Ridge Wealth Advisors, Inc.47$00.00%+47New
CI Private Wealth, LLC0$00.00%−50,000−100.0%Sold out
Banco BTG Pactual S.A.0$00.00%−11,725−100.0%Sold out
Raymond James Financial Inc0$00.00%−1−100.0%Sold out