HOUSTON, TX
USD PARTNERS LPUSDP— Latest position per institution from SEC 13F filings
15
Institutional holders
1.83M
Total shares held
1.28M
Estimated value
91.47K
Avg. position size
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
631.17K
Value
378.70K
Filed
Sep 30, 2023
EVERGREEN CAPITAL MANAGEMENT LLC
CIK 1260824
Shares
453.15K
Value
448.62K
Filed
Jun 30, 2023
MORGAN STANLEY
CIK 895421
Shares
196.35K
Value
117.81K
Filed
Sep 30, 2023
JPMORGAN CHASE & CO
CIK 19617
Shares
136.29K
Value
81.78K
Filed
Sep 30, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
60.96K
Value
36.58K
Filed
Sep 30, 2023
B. RILEY WEALTH ADVISORS, INC.
CIK 1464811
Shares
54.20K
Value
32.52K
Filed
Mar 31, 2024
BLACKSTONE INC.
CIK 1393818
Shares
52.95K
Value
52.42K
Filed
Jun 30, 2023
UBS GROUP AG
CIK 1610520
Shares
52.08K
Value
31.25K
Filed
Sep 30, 2023
CITADEL ADVISORS LLC
CIK 1423053
Shares
39.69K
Value
23.81K
Filed
Sep 30, 2023
XR SECURITIES LLC
CIK 1531971
Shares
24.23K
Value
23.98K
Filed
Jun 30, 2023
WEDBUSH SECURITIES INC
CIK 1142495
Shares
22.84K
Value
69.00
Filed
Mar 31, 2023
BNP PARIBAS FINANCIAL MARKETS
CIK 1166588
Shares
21.86K
Value
21.64K
Filed
Jun 30, 2023
MML INVESTORS SERVICES, LLC
CIK 701059
Shares
16.44K
Value
10.00
Filed
Sep 30, 2023
TWO SIGMA SECURITIES, LLC
CIK 1450144
Shares
14.50K
Value
8.70K
Filed
Sep 30, 2023
SYMPHONY FINANCIAL, LTD. CO.
CIK 1800687
Shares
13.36K
Value
2.09K
Filed
Dec 31, 2023
JANE STREET GROUP, LLC
CIK 1595888
Shares
12.52K
Value
7.51K
Filed
Sep 30, 2023
AVANTAX ADVISORY SERVICES, INC.
CIK 1303042
Shares
12.20K
Value
7.32K
Filed
Sep 30, 2023
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
10.05K
Value
30.00
Filed
Mar 31, 2023
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
3.51K
Value
3.47K
Filed
Jun 30, 2023
MAIN STREET GROUP, LTD
CIK 1965796
Shares
1.09K
Value
4.00
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 72971 | 631.17K | 378.70K | Sep 30, 2023 |
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | 1260824 | 453.15K | 448.62K | Jun 30, 2023 |
| 3 | MORGAN STANLEY | 895421 | 196.35K | 117.81K | Sep 30, 2023 |
| 4 | JPMORGAN CHASE & CO | 19617 | 136.29K | 81.78K | Sep 30, 2023 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 60.96K | 36.58K | Sep 30, 2023 |
| 6 | B. RILEY WEALTH ADVISORS, INC. | 1464811 | 54.20K | 32.52K | Mar 31, 2024 |
| 7 | BLACKSTONE INC. | 1393818 | 52.95K | 52.42K | Jun 30, 2023 |
| 8 | UBS GROUP AG | 1610520 | 52.08K | 31.25K | Sep 30, 2023 |
| 9 | CITADEL ADVISORS LLC | 1423053 | 39.69K | 23.81K | Sep 30, 2023 |
| 10 | XR SECURITIES LLC | 1531971 | 24.23K | 23.98K | Jun 30, 2023 |
| 11 | WEDBUSH SECURITIES INC | 1142495 | 22.84K | 69.00 | Mar 31, 2023 |
| 12 | BNP PARIBAS FINANCIAL MARKETS | 1166588 | 21.86K | 21.64K | Jun 30, 2023 |
| 13 | MML INVESTORS SERVICES, LLC | 701059 | 16.44K | 10.00 | Sep 30, 2023 |
| 14 | TWO SIGMA SECURITIES, LLC | 1450144 | 14.50K | 8.70K | Sep 30, 2023 |
| 15 | SYMPHONY FINANCIAL, LTD. CO. | 1800687 | 13.36K | 2.09K | Dec 31, 2023 |
| 16 | JANE STREET GROUP, LLC | 1595888 | 12.52K | 7.51K | Sep 30, 2023 |
| 17 | AVANTAX ADVISORY SERVICES, INC. | 1303042 | 12.20K | 7.32K | Sep 30, 2023 |
| 18 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 10.05K | 30.00 | Mar 31, 2023 |
| 19 | BANK OF AMERICA CORP /DE/ | 70858 | 3.51K | 3.47K | Jun 30, 2023 |
| 20 | MAIN STREET GROUP, LTD | 1965796 | 1.09K | 4.00 | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.