USA Rare EarthUSAR

13F holders, Q1 2026 (March 31)
318holders +88
126new positions
41sold out
9famous investors
$15.23avg. 13F price*

At the end of Q1 2026, 318 institutions reported holding USA Rare Earth Inc. (USAR) in their 13F filings, up 88 from Q4 2025. 126 opened new positions and 41 sold out. The largest holders were Alyeska Investment Group, L.P. ($250.8M), BlackRock, Inc. ($213.2M) and State Street Corp. ($182.6M). 9 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ray Dalio (0.0% of Bridgewater Associates's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
USA Rare Earth Inc.
CUSIP
91733P107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2025: 15Q1 2025Q2 2025: 46Q2 2025Q3 2025: 139Q3 2025Q4 2025: 230Q4 2025Q1 2026: 318Q1 2026Q2 2026: 396Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions126$410.1M
Exits41$32.3M

All 13F filers, Q4 2025 → Q1 2026: 65,746,469 shares bought and 6,960,628 shares sold, net +58,785,841 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 318 holders

Alyeska Investment Group, L.P. 0.71% Add +112.5% 16,570,777 $250.8M
BlackRock, Inc. 0.00% Add +120.6% 14,085,618 $213.2M
State Street Corp. 0.01% Add +139.7% 12,065,748 $182.6M
Bayshore Capital Advisors, LLC 55.84% Add +1.6% 8,743,216 $132.3M
Vanguard Capital Management LLC 0.00% — 8,361,996 $126.6M
Hood River Capital Management LLC 0.80% New 4,242,941 $79.4M
Trustees of the University of Pennsylvania 24.75% New 4,854,970 $73.5M
Geode Capital Management, LLC 0.00% Add +99.0% 4,317,842 $65.4M
UBS Group AG 0.01% Add +203.6% 3,883,815 $58.8M
T. Rowe Price Associates Inc. 0.01% Add +4870.3% 3,203,355 $48.5M
Inflection Point Holdings II LLC 100.00% No change 3,125,000 $47.3M
Newtyn Management, LLC 3.78% New 2,339,613 $35.4M
Reaves W H & Co. Inc. 0.58% New 2,320,000 $35.1M
Citigroup Inc. 0.02% Add +21.4% 1,574,877 $23.8M
Charles Schwab Investment Management Inc. 0.00% Add +84.0% 1,449,933 $21.9M
Marex Group Ltd 0.23% New 1,445,225 $21.9M
Bank of America Corp. 0.00% Reduce -11.1% 1,422,926 $21.5M
Vanguard Portfolio Management LLC 0.00% — 1,407,517 $21.3M
Northern Trust Corp. 0.00% Add +109.0% 1,367,320 $20.7M
Capital World Investors 0.00% New 1,448,244 $19.1M
Morgan Stanley 0.00% Reduce -2.3% 1,224,759 $18.5M
Vanguard Fiduciary Trust Co. 0.00% — 1,180,284 $17.9M
Altfest L J & Co. Inc. 1.89% Reduce -3.7% 1,168,854 $17.7M
Adage Capital Partners Gp, L.L.C. 0.03% New 1,160,000 $17.6M
Zimmer Partners, LP 0.45% New 1,151,640 $17.4M
Weiss Asset Management LP 0.44% New 1,130,000 $17.1M
Alliancebernstein L.P. 0.01% Add +41.9% 1,422,270 $16.9M
Goldman Sachs Group Inc. 0.00% Add +10.5% 1,009,146 $15.3M
Renaissance Technologies 0.02% Reduce -14.2% 955,378 $14.5M
Citadel Advisors 0.01% Add +64.4% 935,167 $14.2M
FMR LLC 0.00% Add +19086.5% 919,032 $13.9M
Sovran Advisors, LLC 0.93% Reduce -6.7% 456,920 $11.9M
LMR Partners LLP 0.14% Add +632.8% 753,876 $11.4M
Yaupon Capital Management LP 0.52% New 700,000 $10.6M
Driehaus Capital Management LLC 0.08% New 695,737 $10.5M
Invesco Ltd. 0.00% Add +873.8% 658,209 $10.0M
Bank of New York Mellon Corp 0.00% Add +93.0% 518,673 $7.9M
Nuveen, LLC 0.00% Add +148.7% 501,911 $7.6M
Ghisallo Capital Management LLC 0.21% New 500,000 $7.6M
Millennium Management 0.01% Add +1206.2% 466,050 $7.1M
UNICOM Systems, Inc. 0.71% New 459,374 $7.0M
Korea Investment CORP 0.01% New 454,859 $6.9M
Jain Global LLC 0.09% New 428,765 $6.5M
Encompass Capital Advisors LLC 0.25% New 465,000 $6.2M
Hohimer Wealth Management, LLC 0.73% Add +20.9% 389,600 $5.9M
LPL Financial LLC 0.00% Add +62.8% 318,431 $4.8M
Clear Street Group Inc. 0.03% New 300,109 $4.5M
Wells Fargo & Company 0.00% Add +21.2% 286,462 $4.3M
Ameriprise Financial Inc. 0.00% Add +36.9% 285,804 $4.3M
Sei Investments Co. 0.00% Add +923.5% 276,819 $4.2M
Seven Grand Managers, LLC 0.27% New 262,500 $4.0M
Toronto Dominion Bank 0.01% Reduce -30.8% 250,649 $3.8M
Texas Yale Capital Corp. 0.10% Add +0.8% 243,850 $3.7M
JPMorgan Chase & Co. 0.00% Add +219.7% 239,098 $3.4M
Point72 Asset Management 0.01% New 220,706 $3.3M
Susquehanna International Group, LLP 0.00% Reduce -84.4% 216,554 $3.3M
Rhumbline Advisers 0.00% Add +100.3% 211,437 $3.2M
Bridgewater Associates 0.01% Reduce -36.1% 174,464 $2.6M
Jennison Associates LLC 0.00% Add +21.6% 162,047 $2.5M
Deutsche Bank AG 0.00% Add +136.3% 152,942 $2.3M
Swiss National Bank 0.00% Add +67.6% 150,500 $2.3M
Group One Trading LLC 0.07% Add +44.5% 148,447 $2.2M
Himension Capital (singapore) Pte. LTD. 0.16% New 136,512 $2.1M
Blair William & Co. 0.01% Add +96.2% 128,321 $1.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +76.2% 127,164 $1.9M
Longaeva Partners L.P. 0.09% New 124,687 $1.9M
MML Investors Services, LLC 0.01% Add +0.1% 118,050 $1.8M
California State Teachers Retirement System 0.00% Add +150.8% 116,048 $1.8M
D. E. Shaw & Co. 0.00% Reduce -45.4% 112,203 $1.7M
Raymond James Financial Inc. 0.00% Add +127.5% 104,516 $1.6M
Verition Fund Management LLC 0.02% Reduce -33.6% 101,120 $1.5M
MetLife Investment Management, LLC 0.01% Add +104.5% 100,568 $1.5M
Weaver Capital Management LLC 0.33% No change 100,000 $1.5M
PFG Investments, LLC 0.07% New 99,844 $1.5M
Dynamic Advisor Solutions LLC 0.05% New 98,584 $1.5M
Royal Bank of Canada 0.00% Add +46.5% 98,399 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +106.4% 97,802 $1.5M
MFG Wealth Management, Inc. 1.20% Add +72.5% 95,519 $1.4M
Cambridge Investment Research Advisors, Inc. 0.00% Add +228.1% 94,053 $1.4M
ExodusPoint Capital Management, LP 0.01% Reduce -53.9% 92,468 $1.4M
XTX Topco Ltd 0.02% Add +68.0% 89,648 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +111.3% 86,459 $1.3M
Tudor Investment Corporation 0.01% New 84,550 $1.3M
SIR Capital Management, L.P. 0.12% Reduce -45.3% 83,500 $1.3M
International Assets Investment Management, LLC 0.09% Add +16.4% 82,905 $1.2M
Vanguard Global Advisers, LLC 0.00% — 80,059 $1.2M
Osaic Holdings, Inc. 0.00% Add +82.8% 71,776 $1.1M
P Schoenfeld Asset Management LP 0.84% No change 70,005 $1.1M
Jones Financial Companies LLLP 0.00% Add +116.4% 66,599 $1.0M
Arosa Capital Management LP 0.65% New 65,000 $984K
Legal & General Group Plc 0.00% Add +42.7% 64,877 $982K
Texas Capital Bank Wealth Management Services Inc 0.06% Add +4.7% 61,250 $927K
Advisory Services Network, LLC 0.01% New 60,845 $921K
Kingsbury Capital Investment Advisors LLC 0.86% — 60,184 $911K
Pilgrim Partners Asia Pte Ltd 0.38% Add +341.2% 60,000 $908K
New York State Common Retirement Fund 0.00% Add +109.0% 57,900 $876K
Polymer Capital Management (US) LLC 0.12% Reduce -55.5% 55,078 $834K
Pier 88 Investment Partners LLC 1.21% Add +55.0% 53,800 $814K
Principia Wealth Advisory, LLC 0.46% New 53,329 $806K
Cetera Investment Advisers 0.00% Add +76.1% 52,895 $801K
Shade Tree Advisors LLC 0.57% New 52,500 $795K
Jump Financial, LLC 0.01% Reduce -96.0% 50,633 $766K
Cornerstone Wealth Management, LLC 0.04% New 50,609 $766K
Police & Firemen's Retirement System of New Jersey 0.01% Add +110.1% 49,853 $755K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 49,345 $747K
Stonehage Fleming Financial Services Holdings Ltd 0.03% Add +88.2% 49,120 $743K
HSBC Holdings PLC 0.00% New 48,798 $734K
Walleye Trading LLC 0.01% Reduce -69.0% 46,519 $704K
Captrust Financial Advisors 0.00% Add +132.6% 46,289 $701K
Barclays PLC 0.00% Reduce -76.1% 46,097 $698K
Commonwealth Equity Services, LLC 0.00% Add +42.2% 45,880 $694K
Creative Planning 0.00% Add +99.0% 45,834 $694K
PEAK6 LLC 0.02% New 42,191 $639K
Swiss Life Asset Management Ltd 0.00% New 5,923 $631K
Leonteq Securities AG 0.04% Add +466.1% 40,501 $613K
Lighthouse Investment Partners, LLC 0.02% No change 40,000 $605K
LJI Wealth Management, LLC 0.10% New 39,844 $603K
Intech Investment Management LLC 0.01% New 39,621 $600K
NLB Skladi, upravljanje premozenja, d.o.o. 0.03% New 37,000 $560K
Financial Sense Advisors, Inc. 0.13% New 36,475 $552K
State Board of Administration of Florida Retirement System 0.00% New 36,468 $552K
Alpine Global Management, LLC 0.09% New 35,000 $530K
Squarepoint Ops LLC 0.00% Reduce -52.2% 34,989 $530K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.18% New 34,873 $528K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +75.4% 34,736 $526K
Janus Henderson Group PLC 0.00% Add +32.2% 34,456 $521K
PNC Financial Services Group, Inc. 0.00% Add +7.2% 33,481 $507K
Annis Gardner Whiting Capital Advisors, LLC 0.08% No change 33,417 $506K
Private Advisor Group, LLC 0.00% Add +13.2% 32,738 $495K
Tower Research Capital LLC (TRC) 0.01% Add +980.9% 32,514 $492K
STRS Ohio 0.00% Add +107.1% 32,100 $486K
SummitTX Capital, L.P. 0.02% Add +33.7% 31,917 $483K
Voya Investment Management LLC 0.00% Add +102.2% 31,460 $476K
Kovack Advisors, Inc. 0.02% New 30,351 $450K
Stifel Financial Corp. 0.00% Reduce -7.3% 29,364 $444K
Darwin Wealth Management, LLC 0.14% No change 28,647 $434K
Prudential Financial Inc. 0.00% New 28,405 $430K
ProShare Advisors LLC 0.00% Add +66.0% 26,720 $404K
Warberg Asset Management LLC 0.79% No change 25,333 $383K
Wealth Enhancement Advisory Services, LLC 0.00% New 23,755 $378K
Axq Capital, LP 0.05% New 24,962 $378K
Perigon Wealth Management, LLC 0.01% Add +4.6% 23,255 $352K
SG Americas Securities, LLC 0.00% Reduce -42.9% 22,653 $343K
Tannin Capital LLC 0.25% Add +9.8% 22,437 $340K
Kestra Advisory Services, LLC 0.00% Reduce -42.5% 21,970 $333K
Sequoia Financial Advisors, LLC 0.00% Add +20.8% 21,715 $329K
Soros Fund Management 0.01% New 20,991 $318K
Arizona State Retirement System 0.00% Add +65.3% 20,951 $317K
one8zero8, LLC 0.07% New 20,950 $317K
Moors & Cabot, Inc. 0.01% Add +38.3% 19,146 $290K
Vanguard Investments Australia, Ltd. 0.00% — 18,860 $285K
Harbour Investments, Inc. 0.00% Add +930250.0% 18,607 $281K
Cresset Asset Management, LLC 0.00% Add +51.7% 18,184 $275K
Prelude Capital Management, LLC 0.02% Reduce -12.6% 17,265 $261K
Cantor Fitzgerald, L. P. 0.01% New 17,100 $259K
Russell Investments Group, Ltd. 0.00% Add +132.0% 16,716 $253K
KLP Kapitalforvaltning As 0.00% Add +72.2% 16,700 $253K
Xponance LLC 0.00% New 16,613 $251K
Independent Financial Group, LLC 0.01% New 16,134 $244K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% No change 16,100 $244K
Diversify Wealth Management, LLC 0.00% New 10,548 $232K
Second Line Capital, LLC 0.04% New 8,924 $232K
Two Sigma Securities, LLC 0.03% Add +29.8% 15,262 $231K
Ameritas Investment Partners, Inc. 0.01% Add +111.0% 15,086 $228K
Formula Growth Ltd. 0.10% Reduce -25.0% 15,000 $227K
Guggenheim Capital LLC 0.00% New 14,750 $223K
Integrated Wealth Concepts LLC 0.00% Reduce -36.9% 14,088 $213K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +2051.0% 14,046 $213K
Steward Partners Investment Advisory, LLC 0.00% Add +4496.7% 13,790 $209K
PCM Encore, LLC 0.04% No change 13,754 $208K
Orion Porfolio Solutions, LLC 0.00% New 13,619 $206K
Janney Montgomery Scott LLC 0.00% Reduce -89.9% 13,575 $205K
Bank of Montreal 0.00% New 13,362 $202K
HighTower Advisors, LLC 0.00% New 13,351 $202K
Quantinno Capital Management LP 0.00% New 13,281 $201K
Allspring Global Investments Holdings, LLC 0.00% New 12,949 $192K
Concurrent Investment Advisors, LLC 0.00% New 12,660 $192K
Proactive Wealth Strategies LLC 0.04% New 12,600 $191K
SBI Securities Co., Ltd. 0.01% Add +127.4% 12,558 $190K
Farther Finance Advisors, LLC 0.00% Reduce -76.5% 12,687 $188K
M&T Bank Corp 0.00% New 12,209 $184K
IFP Advisors, Inc 0.00% Add +206.5% 11,759 $178K
Graham Capital Management, L.P. 0.01% New 11,704 $177K
Mercer Global Advisors Inc. 0.00% New 11,673 $177K
Revisor Wealth Management LLC 0.05% New 11,640 $176K
WINTON GROUP Ltd 0.01% Reduce -80.0% 11,507 $174K
Vectors Research Management, LLC 0.05% New 11,481 $174K
AQR Capital Management 0.00% Reduce -5.7% 11,270 $171K
SteelPeak Wealth, LLC 0.01% New 11,150 $169K
Carlson Financial, Inc. 0.10% New 11,145 $169K
Pictet Asset Management Holding SA 0.00% New 10,838 $164K
RFG Advisory, LLC 0.00% New 10,702 $162K
Principal Financial Group Inc. 0.00% New 10,540 $160K
Armistice Capital, LLC 0.01% New 10,322 $156K
CoreCap Advisors, LLC 0.00% Add +16.5% 8,658 $131K
State of Tennessee, Department of Treasury 0.00% New 8,500 $129K
Simplex Trading, LLC 0.00% New 8,222 $124K
Cwm, LLC 0.00% Add +29.1% 7,434 $113K
Walleye Capital LLC 0.00% Reduce -95.8% 7,359 $111K
Northwestern Mutual Wealth Management Co. 0.00% Add +69190.0% 6,929 $105K
Rockefeller Capital Management L.P. 0.00% Add +5.9% 6,590 $100K
Private Trust Co. NA 0.01% Add +2360.0% 6,150 $93K
Federation des caisses Desjardins du Quebec 0.00% New 6,147 $93K
Caitong International Asset Management Co., Ltd 0.02% Add +84.4% 6,007 $91K
NFSG Corp 0.01% Reduce -4.2% 5,945 $90K
Rossby Financial, LCC 0.02% New 5,775 $85K
Bogart Wealth, LLC 0.00% New 5,507 $83K
Fifth Third Bancorp 0.00% New 4,178 $63K
Sterling Capital Management LLC 0.00% Add +29.1% 3,676 $56K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 3,625 $55K
Hickory Point Bank & Trust 0.04% New 3,500 $53K
Allworth Financial LP 0.00% Add +57.3% 2,890 $44K
Larson Financial Group LLC 0.00% Add +32.3% 2,768 $42K
Mather Group, Llc. 0.00% New 2,645 $40K
Ensign Peak Advisors, Inc 0.00% New 2,600 $39K
State of Wyoming 0.00% Add +100.4% 2,509 $38K
Center for Financial Planning, Inc. 0.00% Add +4.7% 2,503 $38K
Fideuram - Intesa Sanpaolo Private Banking S.P.A. 0.00% New 2,500 $38K
KBC Group NV 0.00% New 2,309 $35K
Activest Wealth Management 0.01% No change 2,000 $30K
GAMMA Investing LLC 0.00% Add +1256.2% 1,858 $28K
Ascentis Independent Advisors 0.00% New 1,815 $27K
Nisa Investment Advisors, LLC 0.00% New 1,788 $27K
Bullock Wealth Management Group 0.01% Reduce -30.4% 1,755 $26K
Innovative Asset Advisors Group, LLC 0.01% — 1,550 $23K
Jefferies Financial Group Inc. 0.00% New 1,500 $23K
Aventura Private Wealth, LLC 0.01% Add +86.0% 1,427 $22K
HHM Wealth Advisors, LLC 0.00% New 1,406 $21K
Sunbelt Securities, Inc. 0.00% New 1,266 $19K
Armstrong Advisory Group, Inc. 0.00% New 1,223 $19K
Founders Capital Management 0.01% Add +50.0% 1,200 $18K
Bokf, NA 0.00% New 1,185 $18K
NewEdge Advisors, LLC 0.00% Add +21.8% 1,169 $18K
Consultiva Wealth Management, Corp. 0.04% No change 1,000 $15K
Caitlin John, LLC 0.01% Reduce -23.1% 1,000 $15K
Wolff Wiese Magana LLC 0.01% New 1,000 $15K
American Capital Advisory, LLC 0.01% New 1,000 $15K
First PREMIER Bank 0.00% No change 1,000 $15K
Tsfg, LLC 0.00% New 1,000 $15K
Fourth Dimension Wealth, LLC 0.01% New 950 $14K
Forum Finance Group S.A. 0.01% — 1,100 $13K
Silicon Valley Capital Partners 0.00% New 851 $13K
Arax Advisory Partners 0.00% Add +1747.8% 850 $13K
Signaturefd, LLC 0.00% Add +787.2% 834 $13K
Rothschild Investment LLC 0.00% Add +4.8% 760 $12K
Salem Investment Counselors Inc. 0.00% New 750 $11K
AdvisorNet Financial, Inc 0.00% New 747 $11K
MAI Capital Management 0.00% Add +172.2% 735 $11K
1620 Investment Advisors, Inc. 0.01% No change 695 $11K
MMCAP International Inc. SPC 0.00% New 687 $10K
IMG Wealth Management, Inc. 0.01% Add +306.8% 663 $10K
Strive Financial Group ,LLC 0.01% No change 668 $10K
Cedar Mountain Advisors, LLC 0.00% Add +62.5% 650 $10K
Winch Advisory Services, LLC 0.00% No change 640 $10K
Miller Wealth Advisors, LLC 0.00% Reduce -25.0% 600 $9K
Atlantic Union Bankshares Corp 0.00% No change 574 $9K
Pinnacle Wealth Planning Services, Inc. 0.00% New 533 $8K
Ameritas Advisory Services, LLC 0.00% New 528 $8K
Financial Consulate, Inc. 0.00% No change 524 $8K
Murphy & Mullick Capital Management Corp 0.01% Add +400.0% 500 $8K
EFG International AG 0.00% New 500 $8K
Elequin Capital, LP 0.00% New 491 $7K
Los Angeles Capital Management LLC 0.00% No change 443 $7K
Investors Research Corp 0.00% No change 415 $6K
Avalon Trust Co 0.00% No change 400 $6K
US Bancorp \de 0.00% Add +226.7% 392 $6K
Clear Investment Research, LLC 0.01% New 338 $5K
Aspect Partners, LLC 0.00% Reduce -0.3% 311 $5K
McGuire Capital Advisors Inc. 0.00% New 275 $4K
Hurley Capital, LLC 0.00% Reduce -50.0% 250 $4K
CENTRAL TRUST Co 0.00% New 244 $4K
CNB Bank 0.00% New 224 $3K
Hollencrest Capital Management 0.00% Add +371.1% 212 $3K
Medallion Wealth Advisors, LLC 0.00% Reduce -33.3% 200 $3K
Crews Bank & Trust 0.00% New 200 $3K
Toth Financial Advisory Corp. 0.00% New 200 $3K
Roble, Belko & Company, Inc 0.00% Reduce -6.5% 174 $3K
Stone House Investment Management, LLC 0.00% Add +6.7% 192 $3K
Costello Asset Management, INC 0.00% No change 185 $3K
Parkside Financial Bank & Trust 0.00% Add +27.6% 185 $3K
Glass Jacobson Investment Advisors llc 0.00% New 181 $3K
JDM Financial Group LLC 0.00% No change 163 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% Add +50.0% 150 $2K
Signature Resources Capital Management, LLC 0.00% New 150 $2K
Gen-Wealth Partners Inc 0.00% No change 136 $2K
Quest 10 Wealth Builders, Inc. 0.00% New 135 $2K
MassMutual Private Wealth & Trust, FSB 0.00% No change 130 $2K
Quadrant Capital Group LLC 0.00% New 127 $2K
Triumph Capital Management 0.00% Add +15.0% 115 $2K
City Holding Co. 0.00% New 111 $2K
Huntington National Bank 0.00% New 109 $2K
Vermillion Wealth Management, Inc. 0.00% No change 100 $2K
City State Bank 0.00% No change 100 $2K
Scarborough Advisors, LLC 0.00% New 100 $2K
SouthState Bank Corp 0.00% No change 100 $2K
Lanark Financial, Inc. 0.00% New 97 $1K
National Bank of Canada 0.00% Reduce -94.9% 90 $1K
Meeder Asset Management Inc. 0.00% New 72 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 70 $1K
Strategic Wealth Partners, Ltd. 0.00% No change 66 $999
Sfam, LLC 0.00% No change 60 $908
Steigerwald, Gordon & Koch Inc. 0.00% No change 60 $908
Smartleaf Asset Management LLC 0.00% New 61 $868
Hilton Head Capital Partners, LLC 0.00% No change 50 $757
Strategic Investment Solutions, Inc. 0.00% No change 50 $757
REAP Financial Group, LLC 0.00% New 50 $757
Adirondack Trust Co. 0.00% No change 50 $756
Fortitude Family Office, LLC 0.00% New 49 $742
Bare Financial Services, Inc 0.00% New 29 $439
Tidemark, LLC 0.00% No change 24 $363
Root Financial Partners, LLC 0.00% New 11 $166
Essential Investment Partners LLC 0.00% No change 5 $76
Sunrise Financial Services, LLC 0.00% New 4 $61
Transamerica Financial Advisors, LLC 0.00% New 3 $45
Essential Partners LLC 0.00% No change 2 $30
Hughes Financial Services, LLC 0.00% New 1 $15
FNY Investment Advisers, LLC 0.00% Reduce -100.0% 60 $0
Covestor Ltd 0.00% New 9 $0

"% of holder's portfolio" is USAR's weight in each manager's 13F, not the share of USA Rare Earth Inc. the manager owns.