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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 25 | $584.6K |
| Q1 2026 | 20 | $558.4K |
| Q4 2025 | 28 | $2.32M |
| Q3 2025 | 27 | $3.57M |
| Q2 2025 | 15 | $527.4K |
| Q1 2025 | 10 | $23.6K |
| Q4 2024 | 31 | $618.0K |
| Q3 2024 | 32 | $1.11M |
| Q2 2024 | 31 | $1.78M |
| Q1 2024 | 28 | $1.68M |
| Q4 2023 | 29 | $1.16M |
| Q3 2023 | 29 | $738.3K |
| Q2 2023 | 22 | $1.68M |
| Q1 2023 | 25 | $1.43M |
| Q4 2022 | 22 | $1.98M |
| Q3 2022 | 20 | $1.50M |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding USBC, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Ridge Wealth Advisors, Inc. | 47 | $0 | 0.00% | +47 | New |
| Danske Bank A/S | 1 | $1 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $3 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $11 | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 107 | $143 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 141 | $146 | 0.00% | −32−18.5% | Reduced |
| Bank of America Corp | 115 | $154 | 0.00% | +30+35.3% | Added |
| Allworth Financial LP | 400 | $536 | 0.00% | +400 | New |
| Morgan Stanley | 1,947 | $2.61K | 0.00% | −17,005−89.7% | Reduced |
| UBS Group AG | 3,401 | $4.56K | 0.00% | −70,796−95.4% | Reduced |
| EverSource Wealth Advisors, LLC | 5,583 | $7.48K | 0.00% | +2,973+113.9% | Added |
| Vident Advisory, LLC | 10,024 | $13.4K | 0.00% | +10,024 | New |
| Two Sigma Investments, LP | 10,872 | $14.6K | 0.00% | +10,872 | New |
| Tower Research Capital LLC (TRC) | 11,767 | $15.8K | 0.00% | +8,024+214.4% | Added |
| Citadel Advisors LLC | 17,816 | $23.9K | 0.00% | +17,816 | New |
| Two Sigma Securities, LLC | 18,471 | $24.8K | 0.00% | +18,471 | New |
| Geode Capital Management, LLC | 20,681 | $27.7K | 0.00% | +20,681 | New |
| Colony Group, LLC | 22,000 | $29.5K | 0.00% | +22,000 | New |
| LPL Financial LLC | 24,750 | $33.2K | 0.00% | +24,750 | New |
| United Capital Management of KS, Inc. | 34,757 | $46.6K | 0.01% | +10,000+40.4% | Added |
| Bard Financial Services, Inc. | 37,500 | $50.3K | 0.01% | +37,500 | New |
| Squarepoint Ops LLC | 51,532 | $69.1K | 0.00% | +51,532 | New |
| Jane Street Group, LLC | 75,790 | $101.6K | 0.00% | +75,790 | New |
| Vontobel Holding Ltd. | 82,727 | $109.2K | 0.00% | +82,727 | New |
| Cerity Partners LLC | 120,000 | $160.8K | 0.00% | +40,000+50.0% | Added |
| XTX Topco Ltd | 142,003 | $190.3K | 0.01% | +142,003 | New |
| CRCM LP | 1,972,471 | $2.64M | 0.76% | +1,972,471 | New |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −11,725−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |