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Usio Inc (USIO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Stonebridge Wealth Management, LLC
INCREASED
Shares279,067 from 177,084
Change+101,983 (+58%)
Value$750.7K (+$311.5K)
Filed 2026-10-09
Perkins Capital Management Inc
DECREASED
Shares264,000 from 700,371
Change-436,371 (-62%)
Value$710.2K (-$1.0M)
Filed 2026-11-02
Geode Capital Management, LLC
INCREASED
Shares202,343 from 184,503
Change+17,840 (+10%)
Value$544.4K (+$86.7K)
Filed 2026-11-06
North Star Investment Management Corp.
UNCHANGED
Shares180,000 from 180,000
Change0 (0%)
Value$484.2K (+$37.8K)
Filed 2026-10-27
Dimensional Fund Advisors LP
INCREASED
Shares65,311 from 46,421
Change+18,890 (+41%)
Value$175.7K (+$60.6K)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares41,234 from 41,234
Change0 (0%)
Value$102.3K ($0)
Filed 2026-11-06
Acadian Asset Management LLC
NEW
Shares30,924
Change+30,924
Value$82
Filed 2026-11-09
Financial Life Advisors
NEW
Shares23,274
Change+23,274
Value$62.6K
Filed 2026-10-14
Investors Asset Management of Georgia Inc
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$53.8K (+$4.2K)
Filed 2026-10-20
Accretive Wealth Partners, LLC
NEW
Shares16,500
Change+16,500
Value$44.4K
Filed 2026-11-06
FNY Investment Advisers, LLC
DECREASED
Shares10,000 from 20,000
Change-10,000 (-50%)
Value$26 (-$23)
Filed 2026-10-16
Caitong International Asset Management Co., Ltd
INCREASED
Shares206 from 21
Change+185 (+881%)
Value$554 (+$502)
Filed 2026-10-29
SBI Securities Co., Ltd.
DECREASED
Shares167 from 175
Change-8 (-5%)
Value$449 (+$15)
Filed 2026-10-22
Balance Wealth Partners LLC
NEW
Shares5
Change+5
Value$13
Filed 2026-10-27
Barclays PLC
DECREASED
Shares5 from 158
Change-153 (-97%)
Value$13 (-$379)
Filed 2026-11-06
Simplex Trading, LLC
CLOSED
Shares0 from 2,734
Change-2,734 (-100%)
Value$0 (-$6.8K)
Filed 2026-11-04
Whittier Trust Co
N/A
Shares— from 2,713,852
Change-2,713,852 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 917,455
Change-917,455 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 437,241
Change-437,241 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 111,768
Change-111,768 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 105,174
Change-105,174 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 79,700
Change-79,700 (-100%)
Value—
State Street Corp
N/A
Shares— from 76,789
Change-76,789 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 71,027
Change-71,027 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 71,000
Change-71,000 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 50,289
Change-50,289 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 46,353
Change-46,353 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 45,040
Change-45,040 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,027
Change-28,027 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 25,368
Change-25,368 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 21,603
Change-21,603 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 20,357
Change-20,357 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 17,608
Change-17,608 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,221
Change-12,221 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 3,902
Change-3,902 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 913
Change-913 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Stonebridge Wealth Management, LLC
INCREASED279,067177,084+101,983+58%$439.2K$750.7K+$311.5K2026-10-09
Perkins Capital Management Inc
DECREASED264,000700,371-436,371-62%$1.7M$710.2K-$1.0M2026-11-02
Geode Capital Management, LLC
INCREASED202,343184,503+17,840+10%$457.7K$544.4K+$86.7K2026-11-06
North Star Investment Management Corp.
UNCHANGED180,000180,00000%$446.4K$484.2K+$37.8K2026-10-27
Dimensional Fund Advisors LP
INCREASED65,31146,421+18,890+41%$115.1K$175.7K+$60.6K2026-11-04
Allworth Financial LP
UNCHANGED41,23441,23400%$102.3K$102.3K$02026-11-06
Acadian Asset Management LLC
NEW30,924—+30,924——$82—2026-11-09
Financial Life Advisors
NEW23,274—+23,274——$62.6K—2026-10-14
Investors Asset Management of Georgia Inc
UNCHANGED20,00020,00000%$49.6K$53.8K+$4.2K2026-10-20
Accretive Wealth Partners, LLC
NEW16,500—+16,500——$44.4K—2026-11-06
FNY Investment Advisers, LLC
DECREASED10,00020,000-10,000-50%$49$26-$232026-10-16
Caitong International Asset Management Co., Ltd
INCREASED20621+185+881%$52$554+$5022026-10-29
SBI Securities Co., Ltd.
DECREASED167175-8-5%$434$449+$152026-10-22
Balance Wealth Partners LLC
NEW5—+5——$13—2026-10-27
Barclays PLC
DECREASED5158-153-97%$392$13-$3792026-11-06
Simplex Trading, LLC
CLOSED02,734-2,734-100%$6.8K$0-$6.8K2026-11-04
Whittier Trust Co
N/A—2,713,852-2,713,852-100%$6.4M———
Vanguard Capital Management LLC
N/A—917,455-917,455-100%$2.3M———
Renaissance Technologies LLC
N/A—437,241-437,241-100%$1.1M———
BlackRock, Inc.
N/A—111,768-111,768-100%$277.2K———
Vanguard Fiduciary Trust Co
N/A—105,174-105,174-100%$260.8K———
Rothschild Wealth LLC
N/A—79,700-79,700-100%$197.7K———
State Street Corp
N/A—76,789-76,789-100%$190.4K———
Citadel Advisors LLC
N/A—71,027-71,027-100%$176.1K———
Bridgeway Capital Management, LLC
N/A—71,000-71,000-100%$176.1K———
Morgan Stanley
N/A—50,289-50,289-100%$124.7K———
Osaic Holdings, Inc.
N/A—46,353-46,353-100%$115.0K———
Northern Trust Corp
N/A—45,040-45,040-100%$111.7K———
Susquehanna International Group, LLP
N/A—28,027-28,027-100%$69.5K———
XTX Topco Ltd
N/A—25,368-25,368-100%$62.9K———
HRT Financial LP
N/A—21,603-21,603-100%$53———
Goldman Sachs Group Inc
N/A—20,357-20,357-100%$50.5K———
Jones Financial Companies Lllp
N/A—17,608-17,608-100%$38.9K———
Jane Street Group, LLC
N/A—12,221-12,221-100%$30.3K———
Vanguard Global Advisers, LLC
N/A—3,902-3,902-100%$9.7K———
Tower Research Capital LLC (TRC)
N/A—913-913-100%$2.3K———
UBS Group AG
N/A—1-1-100%$2———
Showing 37 of 37 institutions