Institutional Owners for USB
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
FIRST AFFIRMATIVE FINANCIAL NETWORK COM NEW 1751 $391,835 8,766 0.00 0.00 36 0.41 03-31-2024
VERITION FUND MANAGEMENT LLC COM NEW 1752 $378,916 8,755 0.00 0.00 -757,250 -98.86 12-31-2023
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC COM NEW Liquidated $0 0 0.00 0.00 -173,200 -95.21 03-31-2024
PENSERRA CAPITAL MANAGEMENT LLC DEL COM NEW Liquidated $0 0 0.01 0.01 -327 -3.62 12-31-2023
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