USA Rare EarthUSAR
13F holders, Q2 2026 (June 30)396holders +78
116new positions
45sold out
7famous investors
$21.48avg. 13F price*
At the end of Q2 2026, 396 institutions reported holding USA Rare Earth Inc. (USAR) in their 13F filings, up 78 from Q1 2026. 116 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($335.8M), State Street Corp. ($291.8M) and Alyeska Investment Group, L.P. ($243.6M). 7 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- USA Rare Earth Inc.
- CUSIP
- 91733P107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 116 | $124.5M |
| Exits | 45 | $82.1M |
All 13F filers, Q1 2026 → Q2 2026: 36,130,841 shares bought and 23,043,680 shares sold, net +13,087,161 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| BlackRock, Inc. | 0.01% | Add +10.5% | 15,560,453 | $335.8M |
| State Street Corp. | 0.01% | Add +12.1% | 13,522,226 | $291.8M |
| Alyeska Investment Group, L.P. | 0.63% | Reduce -31.9% | 11,290,321 | $243.6M |
| UBS Group AG | 0.03% | Add +129.5% | 8,913,844 | $192.4M |
| T. Rowe Price Associates Inc. | 0.02% | Add +178.3% | 8,913,480 | $192.4M |
| Vanguard Capital Management LLC | 0.00% | Reduce -1.4% | 8,240,608 | $177.8M |
| Vanguard Portfolio Management LLC | 0.01% | Add +290.4% | 5,495,447 | $118.6M |
| Geode Capital Management, LLC | 0.01% | Add +12.5% | 4,858,203 | $104.9M |
| Bayshore Capital Advisors, LLC | 44.72% | Reduce -49.2% | 4,438,785 | $95.8M |
| Renaissance Technologies | 0.12% | Add +313.6% | 3,951,100 | $85.3M |
| Hood River Capital Management LLC | 0.58% | Reduce -13.1% | 3,688,848 | $79.6M |
| Marex Group Ltd | 0.34% | Add +48.2% | 2,142,369 | $46.2M |
| Reaves W H & Co. Inc. | 0.65% | Reduce -13.8% | 2,000,000 | $43.2M |
| JPMorgan Chase & Co. | 0.00% | Add +729.6% | 1,983,632 | $41.9M |
| Citadel Advisors | 0.02% | Add +87.6% | 1,754,650 | $37.9M |
| Northern Trust Corp. | 0.00% | Add +16.3% | 1,589,753 | $34.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.7% | 1,518,322 | $32.8M |
| Bank of America Corp. | 0.00% | Add +6.7% | 1,518,145 | $32.8M |
| Capital World Investors | 0.00% | Add +3.6% | 1,500,240 | $32.4M |
| Morgan Stanley | 0.00% | Add +5.3% | 1,289,496 | $27.8M |
| Vanguard Fiduciary Trust Co. | 0.01% | Add +9.2% | 1,288,343 | $27.8M |
| Altfest L J & Co. Inc. | 2.64% | Add +7.8% | 1,260,525 | $27.2M |
| Citigroup Inc. | 0.01% | Reduce -21.2% | 1,241,161 | $26.8M |
| Zimmer Partners, LP | 0.58% | Reduce -1.7% | 1,132,220 | $24.4M |
| Alliancebernstein L.P. | 0.01% | Reduce -4.3% | 1,360,770 | $20.6M |
| Artisan Partners Limited Partnership | 0.03% | New | 953,723 | $20.6M |
| Driehaus Capital Management LLC | 0.12% | Add +35.4% | 942,294 | $20.3M |
| FMR LLC | 0.00% | Add +2.5% | 941,643 | $20.3M |
| Korea Investment CORP | 0.03% | Add +84.5% | 839,126 | $18.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.6% | 831,650 | $17.9M |
| LMR Partners LLP | 0.15% | Reduce -0.0% | 753,676 | $16.3M |
| Yaupon Capital Management LP | 0.50% | No change | 700,000 | $15.1M |
| Bank of New York Mellon Corp | 0.00% | Add +20.7% | 626,036 | $13.5M |
| Nomura Asset Management Co. Ltd. | 0.03% | New | 616,767 | $13.3M |
| Nuveen, LLC | 0.00% | Add +21.7% | 610,832 | $13.2M |
| LPL Financial LLC | 0.00% | Add +81.9% | 579,111 | $12.5M |
| Squarepoint Ops LLC | 0.02% | Add +1460.9% | 546,156 | $11.8M |
| T. Rowe Price Investment Management, Inc. | 0.01% | New | 518,388 | $11.2M |
| Ghisallo Capital Management LLC | 0.26% | No change | 500,000 | $10.8M |
| Trustees of the University of Pennsylvania | 10.21% | Reduce -89.8% | 493,094 | $10.6M |
| Invesco Ltd. | 0.00% | Reduce -28.2% | 472,417 | $10.2M |
| UNICOM Systems, Inc. | 0.65% | No change | 459,374 | $9.9M |
| Wells Fargo & Company | 0.00% | Add +53.0% | 438,308 | $9.5M |
| Millennium Management | 0.01% | Reduce -10.4% | 417,669 | $9.0M |
| Hohimer Wealth Management, LLC | 0.89% | Add +2.4% | 398,900 | $8.6M |
| New York State Common Retirement Fund | 0.01% | Add +518.1% | 357,854 | $7.7M |
| Susquehanna International Group, LLP | 0.01% | Add +64.1% | 355,314 | $7.7M |
| Swiss National Bank | 0.00% | Add +132.5% | 349,900 | $7.6M |
| Clear Street Group Inc. | 0.02% | Add +15.3% | 345,975 | $7.5M |
| Rokos Capital Management LLP | 0.09% | New | 345,985 | $7.5M |
| American Century Companies Inc. | 0.00% | New | 326,397 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1.1% | 288,851 | $6.3M |
| Weiss Asset Management LP | 0.10% | Reduce -76.2% | 269,480 | $5.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +103.2% | 258,383 | $5.6M |
| SIR Capital Management, L.P. | 0.62% | Add +199.9% | 250,414 | $5.4M |
| Sound Capital Solutions LLC | 1.26% | — | 250,000 | $5.4M |
| Texas Yale Capital Corp. | 0.12% | Add +0.6% | 245,350 | $5.3M |
| Rhumbline Advisers | 0.00% | Add +15.2% | 243,567 | $5.3M |
| Deutsche Bank AG | 0.00% | Add +58.0% | 241,698 | $5.2M |
| Alps Advisors Inc. | 0.02% | New | 233,067 | $5.0M |
| Sovran Advisors, LLC | 0.36% | Reduce -25.8% | 339,133 | $4.8M |
| Himension Capital (singapore) Pte. LTD. | 0.29% | Add +58.6% | 216,562 | $4.7M |
| Sender Co & Partners, Inc. | 1.97% | New | 216,120 | $4.7M |
| California State Teachers Retirement System | 0.00% | Add +73.2% | 200,935 | $4.3M |
| D. E. Shaw & Co. | 0.00% | Add +78.9% | 200,694 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Add +84.2% | 192,461 | $4.2M |
| Sei Investments Co. | 0.00% | Reduce -30.6% | 191,978 | $4.1M |
| Simplex Trading, LLC | 0.11% | Add +2179.4% | 187,412 | $4.0M |
| Bridgewater Associates | 0.02% | Add +7.2% | 186,950 | $4.0M |
| IMC-Chicago, LLC | 0.04% | New | 184,431 | $4.0M |
| Group One Trading LLC | 0.11% | Add +23.7% | 183,635 | $4.0M |
| PFG Investments, LLC | 0.14% | Add +71.3% | 171,047 | $3.7M |
| Jennison Associates LLC | 0.00% | Add +0.5% | 162,787 | $3.5M |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0.13% | Add +338.4% | 162,223 | $3.5M |
| Jupiter Topco LLC | 0.00% | — | 162,134 | $3.5M |
| Verition Fund Management LLC | 0.03% | Add +56.7% | 158,410 | $3.4M |
| ArrowMark Colorado Holdings LLC | 0.14% | New | 157,634 | $3.4M |
| Legal & General Group Plc | 0.00% | Add +125.5% | 146,306 | $3.2M |
| Blair William & Co. | 0.01% | Add +7.0% | 137,363 | $3.0M |
| Longaeva Partners L.P. | 0.08% | No change | 124,687 | $2.7M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +147.3% | 122,041 | $2.6M |
| Man Group plc | 0.00% | New | 118,737 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +22.5% | 115,222 | $2.5M |
| MetLife Investment Management, LLC | 0.01% | Add +12.7% | 113,370 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +13.2% | 110,673 | $2.4M |
| MML Investors Services, LLC | 0.00% | Reduce -11.2% | 104,823 | $2.3M |
| Credit Agricole S A | 0.01% | New | 102,000 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +58.9% | 105,836 | $2.2M |
| Acasta Partners UK LLP | 6.55% | New | 97,900 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -4.9% | 93,575 | $2.0M |
| MFG Wealth Management, Inc. | 1.43% | Reduce -3.3% | 92,393 | $2.0M |
| Voya Investment Management LLC | 0.00% | Add +190.1% | 91,265 | $2.0M |
| International Assets Investment Management, LLC | 0.12% | Add +16.8% | 96,793 | $1.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.0% | 89,089 | $1.9M |
| Main Management ETF Advisors, LLC | 0.06% | New | 86,178 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +61.0% | 85,137 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +15.0% | 82,538 | $1.8M |
| Creative Planning | 0.00% | Add +78.3% | 81,706 | $1.8M |
| one8zero8, LLC | 0.35% | Add +288.5% | 81,400 | $1.8M |
| Virtu Financial LLC | 0.06% | New | 80,814 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Add +363.4% | 77,466 | $1.7M |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.3% | 76,619 | $1.7M |
| Focus Partners Wealth | 0.00% | New | 76,189 | $1.6M |
| Handelsbanken Fonder AB | 0.00% | New | 74,700 | $1.6M |
| Lisanti Capital Growth, LLC | 0.34% | New | 71,750 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -28.4% | 70,639 | $1.5M |
| Weaver Capital Management LLC | 0.33% | No change | 100,000 | $1.5M |
| P Schoenfeld Asset Management LP | 0.91% | No change | 70,005 | $1.5M |
| Annis Gardner Whiting Capital Advisors, LLC | 0.23% | Add +108.1% | 69,527 | $1.5M |
| Leonteq Securities AG | 0.09% | Add +71.5% | 69,455 | $1.5M |
| Texas Capital Bank Wealth Management Services Inc | 0.08% | Add +11.3% | 68,201 | $1.5M |
| State of Wisconsin Investment Board | 0.00% | New | 68,151 | $1.5M |
| IFP Advisors, Inc | 0.03% | Add +477.4% | 67,896 | $1.5M |
| Jump Financial, LLC | 0.01% | Add +31.4% | 66,554 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +454.9% | 71,854 | $1.4M |
| Perigon Wealth Management, LLC | 0.02% | Add +168.3% | 62,403 | $1.3M |
| Darwin Wealth Management, LLC | 0.36% | Add +110.1% | 60,176 | $1.3M |
| Axxcess Wealth Management, LLC | 0.02% | New | 60,176 | $1.3M |
| Arete Wealth Advisors, LLC | 0.09% | New | 60,100 | $1.3M |
| RFG Advisory, LLC | 0.02% | Add +459.1% | 59,835 | $1.3M |
| Financial Sense Advisors, Inc. | 0.28% | Add +62.8% | 59,387 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +25.4% | 58,038 | $1.3M |
| D.A. Davidson & Co. | 0.01% | New | 57,925 | $1.3M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Add +14.9% | 57,305 | $1.2M |
| State of New Jersey Common Pension Fund D | 0.00% | New | 57,088 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +24.2% | 56,995 | $1.2M |
| Jain Global LLC | 0.02% | Reduce -87.0% | 55,681 | $1.2M |
| Kingsbury Capital Investment Advisors LLC | 1.01% | Reduce -8.0% | 55,365 | $1.2M |
| KMT Wealth Management, LLC | 1.01% | New | 55,365 | $1.2M |
| Pictet Asset Management Holding SA | 0.00% | Add +402.1% | 54,416 | $1.2M |
| Shade Tree Advisors LLC | 0.66% | No change | 52,500 | $1.1M |
| Cantor Fitzgerald, L. P. | 0.02% | Add +205.3% | 52,200 | $1.1M |
| Intech Investment Management LLC | 0.01% | Add +29.8% | 51,423 | $1.1M |
| Hudson Bay Capital Management LP | 0.01% | New | 50,847 | $1.1M |
| Cornerstone Wealth Management, LLC | 0.05% | Add +0.5% | 50,841 | $1.1M |
| Oak Ridge Investments LLC | 0.06% | New | 50,627 | $1.1M |
| Franklin Resources Inc. | 0.00% | New | 50,548 | $1.1M |
| Advisory Services Network, LLC | 0.01% | Reduce -18.6% | 49,504 | $1.1M |
| Principia Wealth Advisory, LLC | 0.53% | Reduce -8.3% | 48,906 | $1.1M |
| Arizona State Retirement System | 0.01% | Add +129.7% | 48,117 | $1.0M |
| Foundations Investment Advisors, LLC | 0.01% | New | 47,811 | $1.0M |
| Caption Management, LLC | 0.04% | New | 47,000 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +32.1% | 45,902 | $991K |
| Vanguard Investments Australia, Ltd. | 0.00% | Add +137.0% | 44,694 | $964K |
| Benjamin Edwards Inc. | 0.01% | New | 43,971 | $949K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +16.8% | 42,598 | $919K |
| KLP Kapitalforvaltning As | 0.00% | Add +136.5% | 39,500 | $852K |
| Legato Capital Management LLC | 0.07% | New | 36,375 | $785K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.6% | 36,351 | $784K |
| Independent Advisor Alliance | 0.02% | New | 35,905 | $775K |
| Stifel Financial Corp. | 0.00% | Add +21.7% | 35,740 | $771K |
| Centiva Capital, LP | 0.03% | New | 35,739 | $771K |
| HighTower Advisors, LLC | 0.00% | Add +161.6% | 34,925 | $754K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.21% | No change | 34,873 | $753K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 33,901 | $732K |
| Sprott Inc. | 0.02% | New | 32,751 | $707K |
| Oppenheimer & Co. Inc. | 0.01% | New | 32,327 | $698K |
| Barclays PLC | 0.00% | Reduce -30.1% | 32,225 | $695K |
| Prudential Financial Inc. | 0.00% | Add +13.2% | 32,155 | $694K |
| Soros Fund Management | 0.01% | Add +48.7% | 31,221 | $674K |
| FNY Investment Advisers, LLC | 0.24% | Add +51400.0% | 30,900 | $666K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.26% | New | 29,461 | $636K |
| Lighthouse Investment Partners, LLC | 0.02% | Reduce -27.9% | 28,840 | $622K |
| Optiver Holding B.V. | 0.01% | New | 27,599 | $596K |
| KDT Advisors, LLC | 0.80% | New | 26,910 | $581K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +67.1% | 26,900 | $581K |
| Pilgrim Partners Asia Pte Ltd | 0.25% | Reduce -56.7% | 26,000 | $561K |
| ProShare Advisors LLC | 0.00% | Reduce -4.8% | 25,440 | $549K |
| Warberg Asset Management LLC | 0.90% | No change | 25,333 | $547K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +99.0% | 25,189 | $544K |
| Formula Growth Ltd. | 0.19% | Add +66.7% | 25,000 | $540K |
| Quantinno Capital Management LP | 0.00% | Add +86.6% | 24,780 | $535K |
| GK Wealth Management LLC | 0.32% | New | 24,601 | $531K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +12.1% | 24,346 | $525K |
| Kovack Advisors, Inc. | 0.03% | Reduce -14.6% | 25,911 | $523K |
| Moors & Cabot, Inc. | 0.02% | Add +23.8% | 23,701 | $511K |
| Victory Capital Management Inc. | 0.00% | New | 23,296 | $503K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 22,412 | $484K |
| Global Retirement Partners, LLC | 0.01% | — | 21,952 | $474K |
| Caitong International Asset Management Co., Ltd | 0.06% | Add +262.5% | 21,775 | $470K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +53.5% | 21,171 | $457K |
| Tannin Capital LLC | 0.30% | Reduce -7.1% | 20,835 | $450K |
| Aberdeen Group plc | 0.00% | New | 20,363 | $439K |
| Pier 88 Investment Partners LLC | 0.73% | Reduce -62.3% | 20,300 | $438K |
| Public Employees Retirement Association of Colorado | 0.00% | New | 20,082 | $433K |
| Twin Tree Management, LP | 0.07% | New | 20,025 | $432K |
| Cresset Asset Management, LLC | 0.00% | Add +9.8% | 19,971 | $431K |
| CIBC Bancorp USA Inc. | 0.00% | New | 19,661 | $424K |
| Xponance LLC | 0.00% | Add +14.3% | 18,987 | $410K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -15.9% | 18,486 | $399K |
| SLT Holdings LLC | 0.25% | New | 18,350 | $396K |
| Brown Advisory Inc. | 0.00% | New | 18,270 | $394K |
| Verity Asset Management, Inc. | 0.15% | New | 18,076 | $390K |
| Janney Montgomery Scott LLC | 0.00% | Add +31.8% | 17,887 | $386K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +16.9% | 17,633 | $381K |
| SG Americas Securities, LLC | 0.00% | Reduce -23.2% | 17,389 | $375K |
| M&T Bank Corp | 0.00% | Add +38.9% | 16,961 | $366K |
| AQR Capital Management | 0.00% | Add +48.5% | 16,730 | $361K |
| Rockefeller Capital Management L.P. | 0.00% | Add +153.3% | 16,696 | $360K |
| Bulltick Wealth Management, LLC | 0.07% | New | 16,573 | $358K |
| Private Advisor Group, LLC | 0.00% | Reduce -49.7% | 16,468 | $355K |
| ABN AMRO Bank N.V. | 0.00% | New | 15,750 | $339K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +9.7% | 15,408 | $333K |
| Proactive Wealth Strategies LLC | 0.05% | Add +19.8% | 15,100 | $326K |
| Perpetual Ltd | 0.00% | New | 15,075 | $325K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 15,045 | $325K |
| Mariner Investment Group LLC | 0.12% | New | 15,000 | $324K |
| Principal Financial Group Inc. | 0.00% | Add +41.0% | 14,856 | $321K |
| Corecam Pte. Ltd. | 0.12% | New | 14,737 | $318K |
| Truist Financial Corp. | 0.00% | New | 14,597 | $315K |
| Integrated Wealth Concepts LLC | 0.00% | Add +3.6% | 14,595 | $315K |
| Los Angeles Capital Management LLC | 0.00% | Add +3138.4% | 14,346 | $310K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -56.1% | 14,269 | $308K |
| Qsemble Capital Management, LP | 0.04% | New | 13,945 | $301K |
| Vontobel Holding Ltd. | 0.00% | New | 13,449 | $290K |
| Revisor Wealth Management LLC | 0.07% | Add +14.4% | 13,322 | $287K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.8% | 13,289 | $287K |
| Brasada Capital Management, LP | 0.05% | New | 12,951 | $279K |
| Blueshift Asset Management, LLC | 0.06% | New | 12,704 | $274K |
| Quantum Private Wealth, LLC | 0.07% | New | 12,600 | $272K |
| Guggenheim Capital LLC | 0.00% | Reduce -15.6% | 12,447 | $269K |
| Algert Global LLC | 0.00% | New | 12,250 | $264K |
| Forum Finance Group S.A. | 0.10% | Add +1275.0% | 15,125 | $264K |
| Counterpoint Mutual Funds LLC | 0.03% | New | 12,114 | $261K |
| MAI Capital Management | 0.00% | Add +1516.5% | 11,881 | $256K |
| Carlson Financial, Inc. | 0.13% | Add +5.7% | 11,780 | $254K |
| Swiss Life Asset Management Ltd | 0.00% | Add +98.7% | 11,771 | $254K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -87.3% | 11,749 | $254K |
| Vectors Research Management, LLC | 0.06% | Reduce -0.2% | 11,461 | $247K |
| Johnson Investment Counsel Inc. | 0.00% | New | 11,438 | $247K |
| STRS Ohio | 0.00% | Reduce -64.5% | 11,400 | $246K |
| Neuberger Berman Group LLC | 0.00% | New | 11,069 | $239K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.3% | 11,052 | $239K |
| Brookstone Capital Management | 0.00% | New | 10,984 | $237K |
| Y-Intercept (Hong Kong) Ltd | 0.00% | New | 10,941 | $236K |
| Wealthfront Advisers LLC | 0.00% | New | 10,897 | $235K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -47.0% | 12,595 | $233K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +72.9% | 10,629 | $229K |
| Aptus Capital Advisors, LLC | 0.00% | New | 10,483 | $226K |
| R Squared Ltd | 0.12% | New | 10,439 | $225K |
| Avaii Wealth Management, LLC | 0.07% | New | 10,284 | $222K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 10,163 | $219K |
| Ardsley Advisory Partners LP | 0.02% | New | 10,000 | $216K |
| Rossby Financial, LCC | 0.04% | Add +73.2% | 10,000 | $216K |
| Synergy Asset Management, LLC | 0.02% | New | 9,803 | $212K |
| Phoenix Financial Ltd. | 0.00% | New | 9,429 | $203K |
| Redhawk Wealth Advisors, Inc. | 0.02% | New | 9,276 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.1% | 8,669 | $187K |
| CoreCap Advisors, LLC | 0.01% | Reduce -1.3% | 8,545 | $184K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -32.1% | 8,527 | $184K |
| Ensign Peak Advisors, Inc | 0.00% | Add +217.3% | 8,250 | $178K |
| Bank of Montreal | 0.00% | Reduce -41.3% | 7,842 | $169K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -8.1% | 7,813 | $169K |
| Golden State Wealth Management, LLC | 0.01% | New | 7,000 | $151K |
| Private Trust Co. NA | 0.01% | No change | 6,150 | $133K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 6,086 | $131K |
| Activest Wealth Management | 0.03% | Add +200.0% | 6,000 | $129K |
| Planning Strategies Inc. | 0.07% | — | 5,400 | $117K |
| Nykredit A/S | 0.00% | — | 5,325 | $115K |
| KBC Group NV | 0.00% | Add +127.7% | 5,258 | $113K |
| Hickory Point Bank & Trust | 0.07% | Add +42.9% | 5,000 | $108K |
| Arax Advisory Partners | 0.00% | Add +479.5% | 4,926 | $106K |
| Bogart Wealth, LLC | 0.00% | Reduce -27.2% | 4,007 | $86K |
| Nisa Investment Advisors, LLC | 0.00% | Add +122.0% | 3,969 | $86K |
| GAMMA Investing LLC | 0.00% | Add +98.9% | 3,696 | $80K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 3,625 | $78K |
| Harbour Investments, Inc. | 0.00% | Reduce -83.2% | 3,132 | $68K |
| NFSG Corp | 0.01% | Reduce -47.8% | 3,105 | $67K |
| Center for Financial Planning, Inc. | 0.01% | Add +23.4% | 3,088 | $67K |
| HHM Wealth Advisors, LLC | 0.01% | Add +116.2% | 3,040 | $66K |
| Aventura Private Wealth, LLC | 0.02% | Add +86.8% | 2,665 | $58K |
| Mather Group, Llc. | 0.00% | Reduce -3.3% | 2,557 | $55K |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0.00% | No change | 2,500 | $54K |
| Fifth Third Bancorp | 0.00% | Reduce -43.7% | 2,354 | $51K |
| Larson Financial Group LLC | 0.00% | Reduce -16.4% | 2,313 | $50K |
| Continuum Advisory, LLC | 0.00% | New | 2,299 | $50K |
| MCF Advisors LLC | 0.00% | New | 2,010 | $43K |
| First PREMIER Bank | 0.01% | Add +100.0% | 2,000 | $43K |
| Ameritas Advisory Services, LLC | 0.00% | Add +276.3% | 1,987 | $43K |
| Allworth Financial LP | 0.00% | Reduce -38.8% | 1,770 | $38K |
| Bullock Wealth Management Group | 0.02% | No change | 1,755 | $35K |
| Kemnay Advisory Services Inc. | 0.00% | New | 1,548 | $33K |
| Federated Hermes, Inc. | 0.00% | New | 1,513 | $33K |
| Salem Investment Counselors Inc. | 0.00% | Add +100.0% | 1,500 | $32K |
| NewEdge Advisors, LLC | 0.00% | Add +25.6% | 1,468 | $32K |
| Purpose Unlimited Inc. | 0.00% | New | 1,410 | $30K |
| Rothschild Investment LLC | 0.00% | Add +78.3% | 1,355 | $29K |
| Parallel Advisors, LLC | 0.00% | New | 1,237 | $27K |
| Founders Capital Management | 0.01% | No change | 1,200 | $26K |
| Bokf, NA | 0.00% | No change | 1,185 | $26K |
| US Bancorp \de | 0.00% | Add +183.9% | 1,113 | $24K |
| Rakuten Securities, Inc. | 0.01% | New | 1,112 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -9.7% | 1,104 | $24K |
| Signaturefd, LLC | 0.00% | Add +23.6% | 1,031 | $22K |
| Tsfg, LLC | 0.00% | No change | 1,000 | $22K |
| Consultiva Wealth Management, Corp. | 0.05% | No change | 1,000 | $22K |
| LifeSteps Financial, Inc. | 0.01% | New | 1,000 | $22K |
| Wolff Wiese Magana LLC | 0.01% | No change | 1,000 | $22K |
| American Capital Advisory, LLC | 0.01% | No change | 1,000 | $22K |
| Grove Bank & Trust | 0.00% | New | 1,000 | $22K |
| BankPlus Trust Department | 0.01% | New | 989 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +30.9% | 978 | $21K |
| Lanark Financial, Inc. | 0.00% | Add +805.1% | 878 | $19K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +44.8% | 772 | $17K |
| Capital Analysts, LLC | 0.00% | New | 759 | $16K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 695 | $15K |
| Sterling Capital Management LLC | 0.00% | Reduce -81.5% | 682 | $15K |
| Strive Financial Group ,LLC | 0.01% | No change | 668 | $14K |
| IMG Wealth Management, Inc. | 0.01% | No change | 663 | $14K |
| Winch Advisory Services, LLC | 0.00% | No change | 640 | $14K |
| Investors Research Corp | 0.00% | Add +48.2% | 615 | $13K |
| Miller Wealth Advisors, LLC | 0.01% | No change | 600 | $13K |
| Hurley Capital, LLC | 0.01% | Add +131.2% | 578 | $12K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 574 | $12K |
| Ulland Investment Advisors, LLC | 0.01% | New | 537 | $12K |
| Highland Investment Advisors LLC | 0.01% | — | 550 | $12K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -15.4% | 550 | $12K |
| Financial Consulate, Inc. | 0.00% | No change | 524 | $11K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 500 | $11K |
| EFG International AG | 0.00% | No change | 500 | $11K |
| Elequin Capital, LP | 0.00% | Reduce -4.9% | 467 | $10K |
| Vision Financial Markets LLC | 0.01% | New | 500 | $10K |
| Avalon Trust Co | 0.00% | No change | 400 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | New | 400 | $8K |
| Key Capital Management, INC | 0.00% | New | 357 | $8K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 339 | $7K |
| Tidemark, LLC | 0.00% | Add +1229.2% | 319 | $7K |
| Silicon Valley Capital Partners | 0.00% | Reduce -64.8% | 300 | $6K |
| Nemes Rush Group LLC | 0.00% | New | 300 | $6K |
| McGuire Capital Advisors Inc. | 0.00% | Add +3.6% | 285 | $6K |
| National Bank of Canada | 0.00% | Add +215.6% | 284 | $6K |
| Caitlin John, LLC | 0.00% | Reduce -72.5% | 275 | $6K |
| Toth Financial Advisory Corp. | 0.00% | Add +30.0% | 260 | $6K |
| Dogwood Wealth Management LLC | 0.00% | New | 250 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 244 | $5K |
| Aspect Partners, LLC | 0.00% | Reduce -23.8% | 237 | $5K |
| CNB Bank | 0.00% | No change | 224 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +72.3% | 224 | $5K |
| St Germain D J Co. Inc. | 0.00% | New | 205 | $4K |
| Hollencrest Capital Management | 0.00% | Reduce -4.7% | 202 | $4K |
| First Horizon Corp. | 0.00% | New | 201 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 200 | $4K |
| Crews Bank & Trust | 0.00% | No change | 200 | $4K |
| Avion Wealth | 0.00% | New | 224 | $4K |
| Roble, Belko & Company, Inc | 0.00% | No change | 174 | $4K |
| Parkside Financial Bank & Trust | 0.00% | No change | 185 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 185 | $4K |
| Glass Jacobson Investment Advisors llc | 0.00% | No change | 181 | $4K |
| City Holding Co. | 0.00% | Add +61.3% | 179 | $4K |
| Meeder Asset Management Inc. | 0.00% | Add +137.5% | 171 | $4K |
| JDM Financial Group LLC | 0.00% | No change | 163 | $4K |
| Asset Dedication, LLC | 0.00% | New | 160 | $3K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 150 | $3K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 150 | $3K |
| Gen-Wealth Partners Inc | 0.00% | No change | 136 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 131 | $3K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 125 | $3K |
| Triumph Capital Management | 0.00% | No change | 115 | $2K |
| Huntington National Bank | 0.00% | No change | 109 | $2K |
| Security National Bank of So Dak | 0.00% | New | 102 | $2K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 100 | $2K |
| McMillan Office, Inc. | 0.00% | New | 100 | $2K |
| SouthState Bank Corp | 0.00% | No change | 100 | $2K |
| IFG Advisory, LLC | 0.00% | New | 100 | $2K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 75 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 66 | $1K |
| Institute for Wealth Management, LLC. | 0.00% | New | 64 | $1K |
| Core Capital Management & Research, inc. | 0.00% | — | 68 | $1K |
| Sfam, LLC | 0.00% | No change | 60 | $1K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 60 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 61 | $1K |
| SWAN Capital LLC | 0.00% | New | 55 | $1K |
| Harborfront Financial Group LLC | 0.00% | — | 50 | $1K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 50 | $1K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 50 | $1K |
| REAP Financial Group, LLC | 0.00% | No change | 50 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 49 | $1K |
| Covestor Ltd | 0.00% | Add +244.4% | 31 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 70 | $1K |
| Proathlete Wealth Management LLC | 0.00% | New | 42 | $906 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 35 | $756 |
| City State Bank | 0.00% | Reduce -65.0% | 35 | $755 |
| Bell Investment Advisors, Inc | 0.00% | New | 31 | $669 |
| Fiduciary Financial Advisors | 0.00% | New | 31 | $669 |
| Bare Financial Services, Inc | 0.00% | No change | 29 | $626 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 22 | $475 |
| Comprehensive Financial Planning, Inc. | 0.00% | New | 20 | $432 |
| Compass Financial Management LLC | 0.00% | — | 16 | $345 |
| Stone House Investment Management, LLC | 0.00% | Reduce -93.8% | 12 | $259 |
| Essential Investment Partners LLC | 0.00% | No change | 5 | $108 |
| Truvestments Capital LLC | 0.00% | New | 5 | $108 |
| Clearstead Advisors, LLC | 0.00% | New | 4 | $87 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 3 | $64 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 2 | $43 |
| Essential Partners LLC | 0.00% | No change | 2 | $43 |
| RHL Group, LLC | 0.00% | New | 1 | $22 |
"% of holder's portfolio" is USAR's weight in each manager's 13F, not the share of USA Rare Earth Inc. the manager owns.