13F institutional ownership facts

Institutions tracked

41

Reported value

$85,933,803.00

Reported shares

657,942

Latest filing period

Q1 2026

Top institutional holders

  1. Renaissance Technologies · $80,255,012 · 0.13%
  2. Jeremy Grantham - GMO · $7,316,381 · 0.02%
  3. Lazard Asset Management · $5,386,226 · 0.01%
  4. David Solomon - Goldman Sachs · $39,452,057 · <0.01%%
  5. Dmitry Balyasny - Balyasny Asset Management · $2,218,019 · <0.01%%
  6. Jane Street Group · $3,296,727 · <0.01%%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$USLM

Institutional Holdings

41

Top Institutions

Top Institutions

1

Renaissance Technologies

614,463 shares

0.13%

% of Portfolio

2

Jeremy Grantham - GMO

56,017 shares

0.02%

% of Portfolio

3

Lazard Asset Management

41,239 shares

0.01%

% of Portfolio

4

David Solomon - Goldman Sachs

302,060 shares

NaN%

% of Portfolio

5

Dmitry Balyasny - Balyasny Asset Management

16,982 shares

NaN%

% of Portfolio

6

Jane Street Group

25,241 shares

NaN%

% of Portfolio

7

Cliff Asness - AQR Capital Management

55,656 shares

NaN%

% of Portfolio

8

Israel Englander - Millennium Management

30,246 shares

NaN%

% of Portfolio

9

Geode Capital Management

354,083 shares

NaN%

% of Portfolio

10

Invesco

123,589 shares

NaN%

% of Portfolio

11

Northern Trust Corp

116,385 shares

NaN%

% of Portfolio

12

David E. Shaw - D.E. Shaw & Co.

18,027 shares

NaN%

% of Portfolio

13

Larry Fink - BlackRock

863,200 shares

NaN%

% of Portfolio

14

Charles Schwab

88,033 shares

NaN%

% of Portfolio

15

Franklin Resources

45,306 shares

NaN%

% of Portfolio

16

Canada Pension Plan Investment Board

17,300 shares

NaN%

% of Portfolio

17

AllianceBernstein (AB)

28,280 shares

NaN%

% of Portfolio

18

SG Americas Securities

7,438 shares

NaN%

% of Portfolio

19

State Street Corp

235,589 shares

NaN%

% of Portfolio

20

Ken Griffin - Citadel Advisors

8,761 shares

NaN%

% of Portfolio

21

Nuveen

19,625 shares

NaN%

% of Portfolio

22

UBS Group

25,282 shares

NaN%

% of Portfolio

23

BNP Paribas

6,277 shares

NaN%

% of Portfolio

24

Two Sigma Investments

4,466 shares

NaN%

% of Portfolio

25

Morgan Stanley

60,851 shares

NaN%

% of Portfolio

26

Janus Henderson Group

4,905 shares

NaN%

% of Portfolio

27

Voya Investment Mgmt

1,944 shares

NaN%

% of Portfolio

28

Neuberger Berman

2,104 shares

NaN%

% of Portfolio

29

Legal & General

6,798 shares

NaN%

% of Portfolio

30

T. Rowe Price

7,693 shares

NaN%

% of Portfolio

31

PNC Financial Services

743 shares

NaN%

% of Portfolio

32

Chuck Royce - Royce & Associates

90,972 shares

0.12%

% of Portfolio

33

Paul Tudor Jones - Tudor Investment Corp

20,986 shares

0.01%

% of Portfolio

34

Diamond Hill Capital Management

64,717 shares

0.05%

% of Portfolio

35

Jefferies Group

1,801 shares

NaN%

% of Portfolio

36

Verition Fund Management LLC

1,936 shares

NaN%

% of Portfolio

37

Exoduspoint Capital Management, Lp

1,789 shares

NaN%

% of Portfolio

38

Joel Greenblatt - Gotham Asset Management

4,997 shares

NaN%

% of Portfolio

39

Steve Cohen - Point72 Asset Management

0 shares

0.00%

% of Portfolio

40

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

41

Segall Bryant & Hamill, LLC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

36%

LARGE

32%

MEDIUM

28%

SMALL

4%

Geographic Distribution

North America
66%
Europe
17%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

31

Sellers

27

Holders

73

New

12

Exited

16

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Insider TradingPRO

Trading Statistics

Insider Buyers

9

Insider Sellers

27

Purchase Value

$14.7M

Role Distribution

CEO
21%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

91

A+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
76
Recent Activity
62
Concentration
78
Momentum
69
Stability
87

Recent Actions

New

6

Increased

17

Decreased

11

Exited

6

Total

35

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