undamentalytics Newsletter

Usbc, Inc.: which funds bought and sold

Institutions that bought and sold Usbc shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 16 institutions that filed 13F reports for both quarters added to or opened positions in Usbc, and 4 cut or closed them. Together they added a net 443K shares, +31.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 166K shares (−100.0%); index fund managers were net buyers of 374K shares (+87.7%). 10 opened a new position and 2 sold out entirely.

Bought, Q2 2026 16 institutions, 10 of them new holders Sold, Q2 2026 4 institutions, 2 of them sold out
Net change, all compared +443K shares (+31.1%)
Net change, active managers −166K shares (−100.0%), 0 bought, 1 sold

Buyers versus sellers

institutions compared, 26
Active managers and hedge funds 0 bought · 1 sold · −166K
Index fund managers 4 bought · 1 sold · +374K
Other institutions 12 bought · 2 sold · +234K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Vanguard Fiduciary Trust Co Index funds +128K +738.5% 145K $45,485
Vanguard Capital Management LLC Index funds +122K +81.6% 272K $85,140
State Street Corp Index funds +93K New position 93K $29,078
Northern Trust Corp Index funds +72K New position 72K $22,473
Jane Street Group, LLC +58K +342.1% 75K $23,546
Virtu Financial LLC +54K New position 54K $17,000
Two Sigma Securities, LLC +37K New position 37K $11,651
UBS Group AG +26K New position 26K $8,086
Scientech Research LLC +20K New position 20K $6,305
Lido Advisors, LLC +20K New position 20K $6,260
Susquehanna International Group, LLP +14K New position 14K $4,342
Xtx Topco Ltd +8,886 +33.3% 36K $11,127
Osaic Holdings, Inc. +8,859 +48.3% 27K $8,469
Mcguire Capital Advisors Inc +5,500 New position 5,500 $1,722
Citigroup Inc +4,299 New position 4,299 $1,346
Vontobel Holding Ltd. +179 +0.1% 191K $59,674

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Marshall Wace, LLP Hedge fund −166K Sold out 0 —
Geode Capital Management, LLC Index funds −41K −15.7% 219K $68,469
Focus Partners Wealth −17K Sold out 0 —
Eversource Wealth Advisors, LLC −5,288 −94.7% 295 $92

New positions

largest by value
InstitutionSharesValue June 30, 2026
State Street CorpIndex funds 93K $29,078
Northern Trust CorpIndex funds 72K $22,473
Virtu Financial LLC 54K $17,000
Two Sigma Securities, LLC 37K $11,651
UBS Group AG 26K $8,086
Scientech Research LLC 20K $6,305
Lido Advisors, LLC 20K $6,260
Susquehanna International Group, LLP 14K $4,342
Mcguire Capital Advisors Inc 5,500 $1,722
Citigroup Inc 4,299 $1,346

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Marshall Wace, LLPHedge fund 166K $64,716
Focus Partners Wealth 17K $6,564

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
24
Ten largest holders
91.7%
of 13F-reported shares
Index fund managers
42.9%
of 13F-reported shares
Active managers and hedge funds
0.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 1 0 1 −166K −100.0%
Index fund managers 4 1 2 0 +374K +87.7%
Other institutions 12 2 8 1 +234K +28.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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