USBC Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CRCM LP | 11/14/2025 | 1.97 M | $2.64 M | 100.00% | 29.37% |
| XTX TOPCO LTD | 11/14/2025 | 142.00 K | $190.28 K | 100.00% | 2.11% |
| CERITY PARTNERS LLC | 10/22/2025 | 120.00 K | $160.80 K | 50.00% | 1.79% |
| VONTOBEL HOLDING LTD. | 10/15/2025 | 82.73 K | $109.20 K | 100.00% | 1.23% |
| JANE STREET GROUP, LLC | 11/14/2025 | 75.79 K | $101.56 K | 100.00% | 1.13% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 51.53 K | $69.05 K | 100.00% | 0.77% |
| BARD FINANCIAL SERVICES, INC. | 10/17/2025 | 37.50 K | $50.25 K | 100.00% | 0.56% |
| UNITED CAPITAL MANAGEMENT OF KS, INC. | 11/12/2025 | 34.76 K | $46.57 K | 40.39% | 0.52% |
| LPL FINANCIAL LLC | 11/12/2025 | 24.75 K | $33.17 K | 100.00% | 0.37% |
| COLONY GROUP, LLC | 11/14/2025 | 22.00 K | $29.48 K | 100.00% | 0.33% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 20.68 K | $27.71 K | 100.00% | 0.31% |
| TWO SIGMA SECURITIES, LLC | 11/14/2025 | 18.47 K | $24.75 K | 100.00% | 0.28% |
| CITADEL ADVISORS LLC | 11/14/2025 | 17.82 K | $23.87 K | 100.00% | 0.27% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 11.77 K | $15.77 K | 214.37% | 0.18% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 10.87 K | $14.57 K | 100.00% | 0.16% |
| VIDENT ADVISORY, LLC | 11/14/2025 | 10.02 K | $13.43 K | 100.00% | 0.15% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 5.58 K | $7.48 K | 113.91% | 0.08% |
| UBS GROUP AG | 11/13/2025 | 3.40 K | $4.56 K | -95.42% | 0.05% |
| MORGAN STANLEY | 11/14/2025 | 1.95 K | $2.61 K | -89.73% | 0.03% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 400 | $536 | 100.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 141 | $146 | -18.50% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 115 | $154 | 35.29% | 0.00% |
| GABLES CAPITAL MANAGEMENT INC. | 11/06/2025 | 107 | $143 | 0.00% | 0.00% |
| LARSON FINANCIAL GROUP LLC | 11/14/2025 | 8 | $11 | 0.00% | 0.00% |
| MCF ADVISORS LLC | 11/05/2025 | 2 | $3 | 0.00% | 0.00% |
| DANSKE BANK A/S | 11/19/2025 | 1 | $1 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BANCO BTG PACTUAL S.A. | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
USBC Inc institutional Ownership - FAQ's
During the previous two years, 33 institutional investors and hedge funds held shares of USBC Inc. The most heavily invested institutionals were:
CRCM LP: 1.97 M
XTX Topco Ltd: 142,003
Cerity Partners LLC: 120,000
Vontobel Holding Ltd.: 82,727
JANE STREET GROUP, LLC: 75,790
Squarepoint Ops LLC: 51,532
39.68% of USBC Inc stock is owned by institutional investors.
Institutional investors have bought a total of 2.82 M shares in the last 24 months. This purchase volume represents approximately $1.69 M in transactions.