UsbcUSBC

13F holders, Q4 2025 (December 31)
28holders +1
6new positions
5sold out
1famous investor
$0.63avg. 13F price*

At the end of Q4 2025, 28 institutions reported holding Usbc Inc. (USBC) in their 13F filings, up 1 from Q3 2025. 6 opened new positions and 5 sold out. The largest holders were CRCM LP ($1.6M), Citadel Advisors ($136K) and Geode Capital Management, LLC ($113K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Usbc Inc.
CUSIP
499238202
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2025: 10Q1 2025Q2 2025: 15Q2 2025Q3 2025: 27Q3 2025Q4 2025: 28Q4 2025Q1 2026: 20Q1 2026Q2 2026: 25Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$234K
Exits5$338K

All 13F filers, Q3 2025 → Q4 2025: 1,383,123 shares bought and 385,916 shares sold, net +997,207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders

CRCM LP 0.55% Add +30.4% 2,571,312 $1.6M
Citadel Advisors 0.00% Add +1101.8% 214,108 $136K
Geode Capital Management, LLC 0.00% Add +760.6% 177,986 $113K
Marshall Wace, LLP 0.00% New 129,325 $81K
Vanguard Group Inc. 0.00% New 97,444 $62K
Vontobel Holding Ltd. 0.00% Add +12.6% 93,176 $59K
Qube Research & Technologies Ltd 0.00% New 82,667 $52K
XTX Topco Ltd 0.00% Reduce -63.8% 51,465 $33K
Two Sigma Investments, LP 0.00% Add +286.0% 41,966 $27K
Virtu Financial LLC 0.00% New 40,028 $25K
Two Sigma Securities, LLC 0.00% Add +44.0% 26,606 $17K
Financial Plan, Inc. 0.00% — 25,000 $16K
Focus Partners Wealth 0.00% No change 22,000 $14K
Jackson Hole Capital Partners, LLC 0.00% New 20,000 $13K
Squarepoint Ops LLC 0.00% Reduce -64.7% 18,202 $12K
LPL Financial LLC 0.00% Reduce -35.4% 16,001 $10K
UBS Group AG 0.00% Add +186.2% 9,735 $6K
EverSource Wealth Advisors, LLC 0.00% No change 5,583 $4K
Osaic Holdings, Inc. 0.00% Add +3546.1% 5,141 $3K
Morgan Stanley 0.00% Reduce -49.4% 986 $626
Allworth Financial LP 0.00% Add +25.0% 500 $318
Bank of America Corp. 0.00% Add +86.1% 214 $136
Gables Capital Management Inc. 0.00% No change 107 $68
Farther Finance Advisors, LLC 0.00% New 10 $6
Larson Financial Group LLC 0.00% No change 8 $5
MCF Advisors LLC 0.00% No change 2 $2
Danske Bank A/S 0.00% No change 1 $1
North Ridge Wealth Advisors, Inc. 0.00% No change 47 $0

"% of holder's portfolio" is USBC's weight in each manager's 13F, not the share of Usbc Inc. the manager owns.