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Funds Holding USA

On this page, we present all of the funds holding USA from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding USA, with a link to that fund's top holdings. The next columns indicate the amount of USA stock held by each of the funds holding USA, followed by the USA position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 181 funds holding USA within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding USA), click the fund name in the "Holder" column of the funds-holding-USA table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley3,572,588$22,793 12/31/2023
     USA3,572,588$22,793 12/31/2023
LPL Financial LLC3,009,751$19,202 12/31/2023
     USA3,009,751$19,202 12/31/2023
Royal Bank of Canada1,676,272$10,695 12/31/2023
     USA1,676,272$10,695 12/31/2023
Bensler LLC1,399,707$8,930 12/31/2023
     USA1,399,707$8,930 12/31/2023
Ameriprise Financial Inc.1,203,236$7,678 12/31/2023
     USA1,203,236$7,678 12/31/2023
Penserra Capital Management LLC1,192,717$7,609 12/31/2023
     USA1,192,717$7,609 12/31/2023
Advisor Group Holdings Inc.835,942$5,333 12/31/2023
     USA835,942$5,333 12/31/2023
Guggenheim Capital LLC811,676$5,178 12/31/2023
     USA811,676$5,178 12/31/2023
Advisors Asset Management Inc.801,548$5,114 12/31/2023
     USA801,548$5,114 12/31/2023
Janney Montgomery Scott LLC724,287$4,621 12/31/2023
     USA724,287$4,621 12/31/2023
Cambridge Investment Research Advisors Inc.634,920$4,540 03/31/2024
     USA634,920$4,540 03/31/2024
Wealth Enhancement Advisory Services LLC592,157$4,234 03/31/2024
     USA592,157$4,234 03/31/2024
Shaker Financial Services LLC659,722$4,226 12/31/2023
     USA659,722$4,226 12/31/2023
Raymond James & Associates570,133$4,076 03/31/2024
     USA570,133$4,076 03/31/2024
Raymond James Financial Services Advisors Inc.568,252$4,063 03/31/2024
     USA568,252$4,063 03/31/2024
UBS Group AG532,023$3,394 12/31/2023
     USA532,023$3,394 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC465,577$2,970 12/31/2023
     USA465,577$2,970 12/31/2023
The PNC Financial Services Group Inc.374,025$2,386 12/31/2023
     USA374,025$2,386 12/31/2023
Commonwealth Equity Services LLC360,297$2,299 12/31/2023
     USA360,297$2,299 12/31/2023
HighTower Advisors LLC341,453$2,178 12/31/2023
     USA341,453$2,178 12/31/2023
Bank of America Corp DE301,131$1,921 12/31/2023
     USA301,131$1,921 12/31/2023
Private Advisor Group LLC277,402$1,770 12/31/2023
     USA277,402$1,770 12/31/2023
Sheaff Brock Investment Advisors LLC275,155$1,755 12/31/2023
     USA275,155$1,755 12/31/2023
Cohen & Steers Inc.270,000$1,723 12/31/2023
     USA270,000$1,723 12/31/2023
Boothbay Fund Management LLC250,581$1,599 12/31/2023
     USA250,581$1,599 12/31/2023
Cetera Advisor Networks LLC223,988$1,429 12/31/2023
     USA223,988$1,429 12/31/2023
Weiss Asset Management LP207,095$1,321 12/31/2023
     USA207,095$1,321 12/31/2023
Wolverine Asset Management LLC195,071$1,245 12/31/2023
     USA195,071$1,245 12/31/2023
Live Oak Private Wealth LLC158,585$1,134 03/31/2024
     USA158,585$1,134 03/31/2024
Kestra Private Wealth Services LLC165,818$1,058 12/31/2023
     USA165,818$1,058 12/31/2023
Qube Research & Technologies Ltd163,757$1,045 12/31/2023
     USA163,757$1,045 12/31/2023
Steward Partners Investment Advisory LLC161,633$1,031 12/31/2023
     USA161,633$1,031 12/31/2023
Wedbush Securities Inc.160,654$1,025 12/31/2023
     USA160,654$1,025 12/31/2023
Lido Advisors LLC156,035$1,019 12/31/2023
     USA156,035$1,019 12/31/2023
D.A. Davidson & CO.158,251$1,010 12/31/2023
     USA158,251$1,010 12/31/2023
Focus Financial Network Inc. ADV149,636$977 12/31/2023
     USA149,636$977 12/31/2023
Bartlett & CO. Wealth Management LLC135,558$896 12/31/2023
     USA135,558$896 12/31/2023
Bartlett & Co. LLC135,558$894 12/31/2023
     USA135,558$894 12/31/2023
GWM Advisors LLC138,687$888 12/31/2023
     USA138,687$888 12/31/2023
Clear Creek Financial Management LLC123,487$883 03/31/2024
     USA123,487$883 03/31/2024
Atria Wealth Solutions Inc.136,720$883 12/31/2023
     USA136,720$883 12/31/2023
Susquehanna International Group LLP132,637$846 12/31/2023
     USA132,637$846 12/31/2023
Mariner LLC131,699$840 12/31/2023
     USA131,699$840 12/31/2023
Landscape Capital Management L.L.C.131,372$838 12/31/2023
     USA131,372$838 12/31/2023
National Asset Management Inc.126,425$826 12/31/2023
     USA126,425$826 12/31/2023
RB Capital Management LLC125,423$800 12/31/2023
     USA125,423$800 12/31/2023
Invesco Ltd.115,000$734 12/31/2023
     USA115,000$734 12/31/2023
Golden State Equity Partners114,775$732 12/31/2023
     USA114,775$732 12/31/2023
Flow State Investments L.P.112,260$716 12/31/2023
     USA112,260$716 12/31/2023
Stockman Wealth Management Inc.99,563$712 03/31/2024
     USA99,563$712 03/31/2024
All Season Financial Advisors Inc.87,462$625 03/31/2024
     USA87,462$625 03/31/2024
Stifel Financial Corp95,771$611 12/31/2023
     USA95,771$611 12/31/2023
Samalin Investment Counsel LLC88,636$566 12/31/2023
     USA88,636$566 12/31/2023
Kestra Advisory Services LLC80,992$518 12/31/2023
     USA80,992$518 12/31/2023
Private Capital Management LLC69,989$500 03/31/2024
     USA69,989$500 03/31/2024
WealthTrust Asset Management LLC74,302$474 12/31/2023
     USA74,302$474 12/31/2023
Elequin Capital LP71,706$457 12/31/2023
     USA71,706$457 12/31/2023
Institute for Wealth Management LLC.69,086$441 12/31/2023
     USA69,086$441 12/31/2023
Avantax Advisory Services Inc.68,964$440 12/31/2023
     USA68,964$440 12/31/2023
Beacon Pointe Advisors LLC67,647$432 12/31/2023
     USA67,647$432 12/31/2023
Creative Planning67,120$428 12/31/2023
     USA67,120$428 12/31/2023
Sage Capital Advisors llc58,165$416 03/31/2024
     USA58,165$416 03/31/2024
Whitcomb & Hess Inc.57,501$411 03/31/2024
     USA57,501$411 03/31/2024
Cornerstone Advisors LLC63,297$404 12/31/2023
     USA63,297$404 12/31/2023
Eudaimonia Partners LLC53,237$381 03/31/2024
     USA53,237$381 03/31/2024
Centaurus Financial Inc.57,986$370 12/31/2023
     USA57,986$370 12/31/2023
CoreCap Advisors LLC56,899$363 12/31/2023
     USA56,899$363 12/31/2023
AE Wealth Management LLC53,749$349 12/31/2023
     USA53,749$349 12/31/2023
Quantum Private Wealth LLC54,715$349 12/31/2023
     USA54,715$349 12/31/2023
Envestnet Asset Management Inc.51,090$326 12/31/2023
     USA51,090$326 12/31/2023
Karpus Management Inc.50,300$321 12/31/2023
     USA50,300$321 12/31/2023
LifePro Asset Management43,850$314 03/31/2024
     USA43,850$314 03/31/2024
Raymond James Trust N.A.42,900$307 03/31/2024
     USA42,900$307 03/31/2024
Truist Financial Corp45,480$290 12/31/2023
     USA45,480$290 12/31/2023
Benjamin F. Edwards & Company Inc.41,135$262 12/31/2023
     USA41,135$262 12/31/2023
Quad Cities Investment Group LLC36,377$260 03/31/2024
     USA36,377$260 03/31/2024
Northwestern Mutual Wealth Management Co.35,543$227 12/31/2023
     USA35,543$227 12/31/2023
Stratos Wealth Partners LTD.31,435$225 03/31/2024
     USA31,435$225 03/31/2024
Altus Wealth Group LLC35,255$225 12/31/2023
     USA35,255$225 12/31/2023
Two Sigma Securities LLC34,376$219 12/31/2023
     USA34,376$219 12/31/2023
Astoria Portfolio Advisors LLC.31,703$217 03/31/2024
     USA31,703$217 03/31/2024
Oppenheimer & Co. Inc.32,417$207 12/31/2023
     USA32,417$207 12/31/2023
David J Yvars Group28,719$205 03/31/2024
     USA28,719$205 03/31/2024
Concurrent Investment Advisors LLC31,179$199 12/31/2023
     USA31,179$199 12/31/2023
Comerica Bank30,038$192 12/31/2023
     USA30,038$192 12/31/2023
ELCO Management Co. LLC30,084$192 12/31/2023
     USA30,084$192 12/31/2023
IHT Wealth Management LLC28,817$184 12/31/2023
     USA28,817$184 12/31/2023
Stephens Inc. AR26,785$171 12/31/2023
     USA26,785$171 12/31/2023
Nomura Holdings Inc.24,900$159 12/31/2023
     USA24,900$159 12/31/2023
Prospera Financial Services Inc24,998$159 12/31/2023
     USA24,998$159 12/31/2023
Relative Value Partners Group LLC24,850$159 12/31/2023
     USA24,850$159 12/31/2023
Ancora Advisors LLC23,026$147 12/31/2023
     USA23,026$147 12/31/2023
Oliver Lagore Vanvalin Investment Group22,626$144 12/31/2023
     USA22,626$144 12/31/2023
IFP Advisors Inc22,342$143 12/31/2023
     USA22,342$143 12/31/2023
NBC Securities Inc.19,744$141 03/31/2024
     USA19,744$141 03/31/2024
International Assets Investment Management LLC19,787$141 03/31/2024
     USA19,787$141 03/31/2024
PFG Investments LLC19,491$139 03/31/2024
     USA19,491$139 03/31/2024
Buckingham Strategic Wealth LLC21,787$139 12/31/2023
     USA21,787$139 12/31/2023
Primoris Wealth Advisors LLC21,827$139 12/31/2023
     USA21,827$139 12/31/2023
Annex Advisory Services LLC19,022$136 03/31/2024
     USA19,022$136 03/31/2024
Wealthcare Advisory Partners LLC17,966$128 03/31/2024
     USA17,966$128 03/31/2024
Consolidated Portfolio Review Corp19,867$127 12/31/2023
     USA19,867$127 12/31/2023
Waterloo Capital L.P.19,735$126 12/31/2023
     USA19,735$126 12/31/2023
Onyx Bridge Wealth Group LLC18,749$120 12/31/2023
     USA18,749$120 12/31/2023
Lokken Investment Group LLC18,875$120 12/31/2023
     USA18,875$120 12/31/2023
Ingalls & Snyder LLC18,400$117 12/31/2023
     USA18,400$117 12/31/2023
Eclectic Associates Inc. ADV15,993$114 03/31/2024
     USA15,993$114 03/31/2024
Webster Bank N. A.15,898$114 03/31/2024
     USA15,898$114 03/31/2024
Shulman DeMeo Asset Management LLC15,793$113 03/31/2024
     USA15,793$113 03/31/2024
Integrated Advisors Network LLC17,055$109 12/31/2023
     USA17,055$109 12/31/2023
Sax Wealth Advisors LLC16,760$107 12/31/2023
     USA16,760$107 12/31/2023
Jane Street Group LLC16,350$104 12/31/2023
     USA16,350$104 12/31/2023
Cetera Investment Advisers15,694$100 12/31/2023
     USA15,694$100 12/31/2023
WealthShield Partners LLC13,465$96 03/31/2024
     USA13,465$96 03/31/2024
Graves Light Private Wealth Management Inc.15,000$96 12/31/2023
     USA15,000$96 12/31/2023
Cary Street Partners Investment Advisory LLC15,125$96 12/31/2023
     USA15,125$96 12/31/2023
Wells Fargo & Company MN14,787$94 12/31/2023
     USA14,787$94 12/31/2023
Beacon Capital Management LLC15,690$93 12/31/2023
     USA15,690$93 12/31/2023
Camden Capital LLC13,806$88 12/31/2023
     USA13,806$88 12/31/2023
Carolinas Wealth Consulting LLC13,149$86 12/31/2023
     USA13,149$86 12/31/2023
Woodley Farra Manion Portfolio Management Inc.13,000$85 12/31/2023
     USA13,000$85 12/31/2023
Integrated Wealth Concepts LLC13,098$84 12/31/2023
     USA13,098$84 12/31/2023
Alpha Cubed Investments LLC11,570$83 03/31/2024
     USA11,570$83 03/31/2024
Silverlake Wealth Management LLC11,075$79 03/31/2024
     USA11,075$79 03/31/2024
SignalPoint Asset Management LLC10,893$78 03/31/2024
     USA10,893$78 03/31/2024
Meridian Wealth Management LLC10,851$78 03/31/2024
     USA10,851$78 03/31/2024
ICA Group Wealth Management LLC11,853$76 12/31/2023
     USA11,853$76 12/31/2023
Lakeview Capital Partners LLC11,762$75 12/31/2023
     USA11,762$75 12/31/2023
Morris Retirement Advisors LLC11,814$75 12/31/2023
     USA11,814$75 12/31/2023
Strategic Financial Concepts LLC10,326$74 03/31/2024
     USA10,326$74 03/31/2024
HB Wealth Management LLC11,414$73 12/31/2023
     USA11,414$73 12/31/2023
Nations Financial Group Inc. IA ADV10,074$72 03/31/2024
     USA10,074$72 03/31/2024
High Net Worth Advisory Group LLC10,003$72 03/31/2024
     USA10,003$72 03/31/2024
CIBC Private Wealth Group LLC11,325$72 12/31/2023
     USA11,325$72 12/31/2023
Prime Capital Investment Advisors LLC11,301$72 12/31/2023
     USA11,301$72 12/31/2023
Moloney Securities Asset Management LLC11,038$70 12/31/2023
     USA11,038$70 12/31/2023
Merit Financial Group LLC10,884$69 12/31/2023
     USA10,884$69 12/31/2023
WealthPLAN Partners LLC10,605$68 12/31/2023
     USA10,605$68 12/31/2023
Mercer Global Advisors Inc. ADV10,357$66 12/31/2023
     USA10,357$66 12/31/2023
Axxcess Wealth Management LLC10,357$66 12/31/2023
     USA10,357$66 12/31/2023
TIAA Trust National Association10,279$66 12/31/2023
     USA10,279$66 12/31/2023
Retirement Group LLC8,250$53 12/31/2023
     USA8,250$53 12/31/2023
Hazlett Burt & Watson Inc.7,660$48 12/31/2023
     USA7,660$48 12/31/2023
UMB Bank N A MO6,104$44 03/31/2024
     USA6,104$44 03/31/2024
Advisory Services Network LLC5,691$36 12/31/2023
     USA5,691$36 12/31/2023
Tradition Wealth Management LLC4,992$32 12/31/2023
     USA4,992$32 12/31/2023
Principal Securities Inc.4,233$27 12/31/2023
     USA4,233$27 12/31/2023
GoalVest Advisory LLC3,600$26 03/31/2024
     USA3,600$26 03/31/2024
Tower Research Capital LLC TRC 4,130$26 12/31/2023
     USA4,130$26 12/31/2023
Stone House Investment Management LLC3,646$23 12/31/2023
     USA3,646$23 12/31/2023
CWM LLC2,837$20 03/31/2024
     USA2,837$20 03/31/2024
Hoey Investments Inc.3,053$19 12/31/2023
     USA3,053$19 12/31/2023
Private Trust Co. NA2,500$18 03/31/2024
     USA2,500$18 03/31/2024
AdvisorNet Financial Inc2,330$17 03/31/2024
     USA2,330$17 03/31/2024
Tompkins Financial Corp2,100$15 03/31/2024
     USA2,100$15 03/31/2024
Community Bank N.A.2,402$15 12/31/2023
     USA2,402$15 12/31/2023
AllSquare Wealth Management LLC1,694$11 12/31/2023
     USA1,694$11 12/31/2023
Spotlight Asset Group Inc.1,867$11 12/31/2023
     USA1,867$11 12/31/2023
Raleigh Capital Management Inc.1,800$11 12/31/2023
     USA1,800$11 12/31/2023
FinTrust Capital Advisors LLC1,439$9 12/31/2023
     USA1,439$9 12/31/2023
Venturi Wealth Management LLC1,077$8 03/31/2024
     USA1,077$8 03/31/2024
HHM Wealth Advisors LLC1,230$8 12/31/2023
     USA1,230$8 12/31/2023
Key Financial Inc1,278$8 12/31/2023
     USA1,278$8 12/31/2023
Westside Investment Management Inc.996$7 03/31/2024
     USA996$7 03/31/2024
Bogart Wealth LLC1,000$7 03/31/2024
     USA1,000$7 03/31/2024
FNY Investment Advisers LLC1,000$6 12/31/2023
     USA1,000$6 12/31/2023
First United Bank Trust613$4 12/31/2023
     USA613$4 12/31/2023
Thomas J. Herzfeld Advisors Inc.674$4 12/31/2023
     USA674$4 12/31/2023
JPMorgan Chase & Co.495$3 12/31/2023
     USA495$3 12/31/2023
Parallel Advisors LLC472$3 12/31/2023
     USA472$3 12/31/2023
Harbour Investments Inc.280$2 12/31/2023
     USA280$2 12/31/2023
Coppell Advisory Solutions LLC335$2 12/31/2023
     USA335$2 12/31/2023
Tucker Asset Management LLC298$2 12/31/2023
     USA298$2 12/31/2023
Signaturefd LLC181$1 12/31/2023
     USA181$1 12/31/2023
Avion Wealth100$1 12/31/2023
     USA100$1 12/31/2023
Cullen Frost Bankers Inc.28$0 12/31/2023
     USA28$0 12/31/2023
Huntington National Bank10$0 12/31/2023
     USA10$0 12/31/2023
FMR LLC2$0 12/31/2023
     USA2$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     USA0$0 12/31/2023
Hollencrest Capital Management22$0 12/31/2023
     USA22$0 12/31/2023
Global Wealth Management Investment Advisory Inc.35$0 12/31/2023
     USA35$0 12/31/2023
Farther Finance Advisors LLC0$0 12/31/2023
     USA0$0 12/31/2023

See Summary: Institutional Holders of USA
See Details: Top 10 Hedge Funds Holding USA
Also See: USA Insider Buying
Also See: USA Holdings Changes

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