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Ownership — USLM
Institutional Holdings
Insider Transactions
US Institutional Ownership
32.5%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
1.67M
$174.0M
5.81%
+802.9K
2026-06-30
Dimensional Fund Advisors LP
759.8K
$79.0M
2.65%
+12.2K
2026-06-30
Renaissance Technologies LLC
609.0K
$63.0M
2.12%
-5.5K
2026-06-30
First Trust Advisors LP
488.3K
$51.0M
1.70%
+46.4K
2026-06-30
Vanguard Capital Management LLC
457.7K
$47.0M
1.60%
+1.2K
2026-06-30
Vanguard Portfolio Management LLC
424.5K
$44.0M
1.48%
+93.9K
2026-06-30
State Street Corp
419.5K
$43.0M
1.46%
+183.9K
2026-06-30
Geode Capital Management, LLC
382.6K
$40.0M
1.33%
+28.6K
2026-06-30
Select Equity Group, L.P.
380.6K
$39.0M
1.33%
-25.1K
2026-06-30
MIRAE ASSET GLOBAL ETFS Holdings Ltd.
314.3K
$32.0M
1.10%
--
2026-06-30
Royce & Associates LP
220.6K
$23.0M
0.77%
+129.6K
2026-06-30
William Blair Investment Management, LLC
169.9K
$17.0M
0.59%
-116.4K
2026-06-30
Invesco Ltd.
130.3K
$13.0M
0.45%
+6.7K
2026-06-30
Millennium Management LLC
123.2K
$12.0M
0.43%
+93.0K
2026-06-30
Northern Trust Corp
117.5K
$12.0M
0.41%
+1.1K
2026-06-30
Citadel Advisors LLC
104.8K
$10.0M
0.37%
+90.5K
2026-06-30
Morgan Stanley
99.7K
$10.0M
0.35%
+38.8K
2026-06-30
Sixth Street Partners Management Company, L.P.
91.8K
$9.0M
0.32%
--
2026-06-30
Charles Schwab Investment Management Inc
91.8K
$9.0M
0.32%
+3.8K
2026-06-30
Bank of New York Mellon Corp
91.7K
$9.0M
0.32%
+27.8K
2026-06-30
Algert Global LLC
81.9K
$8.0M
0.29%
-4.6K
2026-06-30
FMR LLC
81.7K
$8.0M
0.28%
+7.6K
2026-06-30
ArrowMark Colorado Holdings LLC
79.8K
$8.0M
0.28%
-120.0K
2026-06-30
Vanguard Fiduciary Trust Co
75.5K
$7.0M
0.26%
+2.5K
2026-06-30
Principal Financial Group Inc
72.4K
$7.0M
0.25%
+52.6K
2026-06-30
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