AI Holders Summary · Q2 2026

34 institutions reported USIO in Q2 2026. WHITTIER TRUST CO leads at 41.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

WHITTIER TRUST CO

CIK 0001137881

$6M2.7M0.06%Q2 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2M917K0.00%Q2 2026 03

PERKINS CAPITAL MANAGEMENT INC

CIK 0000884300

$2M700K1.31%Q2 2026 04

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$1M437K0.00%Q2 2026 05

PERRITT CAPITAL MANAGEMENT INC

CIK 0001279342

$563K414K0.94%Q4 2025 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$458K185K0.00%Q2 2026 07

North Star Investment Management Corp.

CIK 0001342857

$446K180K0.02%Q2 2026 08

Stonebridge Wealth Management, LLC

CIK 0002082460

$439K177K0.39%Q2 2026 09

CITADEL ADVISORS LLC

CIK 0001423053

$288K212K0.00%Q4 2025 10

BlackRock, Inc.

CIK 0002012383

$277K112K0.00%Q2 2026 11

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$261K105K0.00%Q2 2026 12

Rothschild Wealth LLC

CIK 0001811345

$198K80K0.02%Q2 2026 13

STATE STREET CORP

CIK 0000093751

$190K77K0.00%Q2 2026 14

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$176K71K0.00%Q2 2026 15

MORGAN STANLEY

CIK 0000895421

$125K50K0.00%Q2 2026 16

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$115K46K0.00%Q2 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$115K46K0.00%Q2 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$112K45K0.00%Q2 2026 19

Allworth Financial LP

CIK 0001555170

$102K41K0.00%Q2 2026 20

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$70K28K0.00%Q2 2026

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