USBC USBC INC.
FollowCOM NEW (common), issuer CIK 1074828
16 managers (16 13F filers) reported a position in USBC shares at 2025-06-30, 266,361 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 16
- 13F filers
- 16
- New
- 7
- Added
- 3
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 266,361
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Cerity Partners LLCin group Cerity Partners LLC | 80,000 | $158K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 74,197 | $147K | <0.01% | +56,126 | 13F-HRTimelineGroup |
| Corient Private Wealth LPin group Corient Private Wealth LP | 50,000 | $99K | <0.01% | new | 13F-HR/ATimelineGroup |
| United Capital Management of KS, Inc. | 24,757 | $49K | 0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 18,952 | $37.5K | <0.01% | +18,802 | 13F-HRTimelineGroup |
| Banco BTG Pactual S.A. | 11,725 | $23.2K | <0.01% | new | 13F-HRTimeline |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 3,743 | $7.41K | <0.01% | new | 13F-HRTimelineGroup |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 2,610 | $5.17K | <0.01% | new | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 173 | $337 | <0.01% | 0 | 13F-HR/ATimelineGroup |
| GABLES CAPITAL MANAGEMENT INC. | 107 | $212 | <0.01% | 0 | 13F-HRTimeline |
| BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/ | 85 | $169 | <0.01% | +6 | 13F-HRTimelineGroup |
| Larson Financial Group LLC | 8 | $16 | <0.01% | 0 | 13F-HRTimeline |
| MCF Advisors LLC | 2 | $4 | <0.01% | 0 | 13F-HRTimeline |
| RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC | 1 | $2 | <0.01% | new | 13F-HRTimelineGroup |
| DANSKE BANK A/S | 1 | $2 | <0.01% | 0 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |