USSG Institutional Ownership & Shareholders
XTRACKERS MSCI USA ESG LDRS (USSG) is currently held by 79 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $183.38M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of USSG tracked by InsiderSet, reporting ownership valued at approximately $43.67M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.26M, representing an estimated gain of +1.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed USSG value among the investors covered in this analysis. Major shareholders include Fmr Llc, Bank Of America Corp, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in XTRACKERS MSCI USA ESG LDRS (USSG).
This page ranks the largest institutional USSG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
79
Total Reported Value
$183.38M
Largest Holder
Fmr Llc
Largest Position
$43.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.00% | 628,688 | $43,668,711 | $44,256,932 | +$588,221 | +1.35% | |
| Bank Of America Corp | 0.00% | 322,734 | $22,417,103 | $22,719,086 | +$301,983 | +1.35% | |
| Envestnet Asset Management Inc | 0.00% | 146,942 | $10,206,590 | $10,344,085 | +$137,495 | +1.35% | |
| Us Bancorp \De\ | 0.01% | 137,019 | $9,517,339 | $9,645,548 | +$128,209 | +1.35% | |
| Brio Consultants, Llc | 1.02% | 124,959 | $8,679,661 | $8,796,576 | +$116,915 | +1.35% | |
| Financial Engines Advisors L.L.C. | 0.01% | 120,779 | $8,389,297 | $8,502,322 | +$113,025 | +1.35% | |
| Daiwa Securities Group Inc. | 0.02% | 110,751 | $7,895,439 | $7,796,394 | -$99,045 | -1.25% | |
| Fifth Third Bancorp | 0.01% | 86,608 | $6,015,792 | $6,096,831 | +$81,039 | +1.35% | |
| Goldman Sachs Group Inc | 0.00% | 73,502 | $5,105,449 | $5,174,225 | +$68,776 | +1.35% | |
| Prentice Wealth Management Llc | 0.78% | 54,069 | $3,854,579 | $3,806,225 | -$48,354 | -1.25% | |
| Aptus Capital Advisors, Llc | 0.03% | 53,606 | $3,723,473 | $3,773,632 | +$50,159 | +1.35% | |
| Cetera Investment Advisers | 0.00% | 47,365 | $3,289,951 | $3,334,292 | +$44,341 | +1.35% | |
| Assetmark, Inc | 0.01% | 46,031 | $3,281,550 | $3,240,384 | -$41,166 | -1.25% | |
| Wells Fargo & Company/Mn | 0.00% | 42,721 | $2,967,387 | $3,007,375 | +$39,988 | +1.35% | |
| Fingerlakes Wealth Management, Inc. | 1.49% | 39,793 | $2,763,998 | $2,801,256 | +$37,258 | +1.35% | |
| Lpl Financial Llc | 0.00% | 39,008 | $2,709,517 | $2,745,995 | +$36,478 | +1.35% | |
| Morgan Stanley | 0.00% | 35,866 | $2,491,256 | $2,524,812 | +$33,556 | +1.35% | |
| Commonwealth Equity Services, Llc | 0.00% | 34,526 | $2,398,150 | $2,430,482 | +$32,332 | +1.35% | |
| Modern Wealth Management, Llc | 0.03% | 34,206 | $2,375,949 | $2,407,955 | +$32,006 | +1.35% | |
| Destination Wealth Management | 0.05% | 30,083 | $2,089,565 | $2,117,714 | +$28,149 | +1.35% | |
| Ameriprise Financial Inc | 0.00% | 29,998 | $2,083,795 | $2,111,730 | +$27,935 | +1.34% | |
| Prime Capital Investment Advisors, Llc | 0.02% | 27,369 | $1,951,140 | $1,926,660 | -$24,480 | -1.25% | |
| Jpmorgan Chase & Co | 0.00% | 27,852 | $1,923,180 | $1,960,661 | +$37,481 | +1.95% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 23,615 | $1,640,273 | $1,662,394 | +$22,121 | +1.35% | |
| Allworth Financial Lp | 0.01% | 23,572 | $1,637,316 | $1,659,367 | +$22,051 | +1.35% | |
| Citadel Advisors Llc | 0.00% | 21,636 | $1,502,837 | $1,523,081 | +$20,244 | +1.35% | |
| Mml Investors Services, Llc | 0.00% | 19,435 | $1,349,936 | $1,368,140 | +$18,204 | +1.35% | |
| Betterment Llc | 0.00% | 19,070 | $1,325,000 | $1,342,446 | +$17,446 | +1.32% | |
| Wcg Wealth Advisors Llc | 0.03% | 17,339 | $1,204,333 | $1,220,591 | +$16,258 | +1.35% | |
| Mariner, Llc | 0.00% | 11,913 | $827,477 | $838,624 | +$11,147 | +1.35% | |
| Smart Portfolios, Llc | 0.77% | 13,004 | $776,079 | $915,426 | +$139,347 | +17.96% | |
| Osaic Holdings, Inc. | 0.00% | 10,870 | $755,193 | $765,201 | +$10,008 | +1.33% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 9,873 | $714,342 | $695,017 | -$19,325 | -2.71% | |
| Clear Creek Financial Management, Llc | 0.05% | 9,550 | $680,820 | $672,279 | -$8,541 | -1.25% | |
| Howland Capital Management Llc | 0.02% | 9,211 | $656,653 | $648,415 | -$8,238 | -1.25% | |
| Advyzon Investment Management, Llc | 0.04% | 8,835 | $613,679 | $621,946 | +$8,267 | +1.35% | |
| Archer Investment Management, Llc | 0.19% | 8,573 | $611,169 | $603,502 | -$7,667 | -1.25% | |
| Baird Financial Group, Inc. | 0.00% | 8,658 | $601,385 | $609,486 | +$8,101 | +1.35% | |
| Cerity Partners Llc | 0.00% | 7,796 | $541,523 | $548,805 | +$7,282 | +1.34% | |
| Raymond James Financial Inc | 0.00% | 7,673 | $532,966 | $540,146 | +$7,180 | +1.35% | |
| Corient Private Wealth Llc | 0.00% | 7,266 | $504,726 | $511,495 | +$6,769 | +1.34% | |
| Jane Street Group, Llc | 0.00% | 5,963 | $414,190 | $419,770 | +$5,580 | +1.35% | |
| Aaron Wealth Advisors Llc | 0.02% | 5,609 | $399,866 | $394,849 | -$5,017 | -1.25% | |
| Veridan Wealth Llc | 0.14% | 5,640 | $391,764 | $397,032 | +$5,268 | +1.34% | |
| Royal Bank Of Canada | 0.00% | 5,615 | $390,000 | $395,272 | +$5,272 | +1.35% | |
| Quantinno Capital Management Lp | 0.00% | 4,808 | $333,964 | $338,463 | +$4,499 | +1.35% | |
| Summit Financial, Llc | 0.00% | 4,769 | $331,264 | $335,717 | +$4,453 | +1.34% | |
| Farther Finance Advisors, Llc | 0.00% | 4,606 | $328,362 | $324,243 | -$4,119 | -1.25% | |
| Barden Capital Management, Inc. | 0.29% | 4,404 | $313,961 | $310,023 | -$3,938 | -1.25% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 4,515 | $313,612 | $317,837 | +$4,225 | +1.35% |
Frequently asked questions about USSG
Who are the largest institutional holders of USSG?
The largest institutional holders of USSG reported in the latest SEC Form 13F filings include Fmr Llc, Bank Of America Corp, Envestnet Asset Management Inc, Us Bancorp \De\, and Brio Consultants, Llc. InsiderSet ranks institutional holders by their latest reported USSG position.
What is USSG institutional ownership?
This page tracks USSG positions reported by institutional investment managers through SEC Form 13F. XTRACKERS MSCI USA ESG LDRS (USSG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USSG?
InsiderSet currently tracks 79 institutional managers reporting USSG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USSG shareholders.
How much USSG stock do institutions own?
Institutional investment managers disclosed approximately $183.38M in USSG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USSG institutional ownership last updated?
The latest USSG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USSG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USSG position after the reporting date.
Are institutions buying or selling USSG?
Institutional buying and selling can be analyzed by comparing USSG positions across consecutive 13F reporting periods. InsiderSet's USSG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USSG ownership changes.
How has USSG institutional ownership changed over time?
InsiderSet tracks USSG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.