New Positions
4 managers initiated
Top five by reported value
United Maritime Corp NASDAQ NMS - GLOBAL MARKET:USEA
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
4 new4 added5 reduced4 exited
Total Institutional Holders
12
as of 2025-12-31
Top Holder
CITADEL ADVISORS LLC
$139.0K
Largest QoQ Increase
ANGELES WEALTH MANAGEMENT, LLC
+77,052 sh
Largest QoQ Decrease
Mount Yale Investment Advisors, LLC
-34,250 sh
New Positions(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ANGELES WEALTH MANAGEMENT, LLC | 77,052 | +77,052 | $131.0K | +$131.0K | — |
| Focus Partners Wealth | 40,895 | +40,895 | $71.5K | +$71.5K | — |
| GOLDMAN SACHS GROUP INC | 13,877 | +13,877 | $23.6K | +$23.6K | — |
| IFP Advisors, Inc | 8 | +8 | $14 | +$14 | — |
Added To(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 81,746 | +67,307 | $139.0K | +$115.3K | 466.1% |
| RENAISSANCE TECHNOLOGIES LLC | 75,300 | +65,100 | $128.0K | +$111.3K | 638.2% |
| Cetera Investment Advisers | 19,041 | +1,916 | $32.4K | +$4.3K | 11.2% |
| ADVISOR GROUP HOLDINGS, INC. | 1,551 | +27 | $2.6K | +$138 | 1.8% |
Reduced(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 2,553 | -1,022 | $4.3K | -$1.5K | -28.6% |
| MORGAN STANLEY | 85 | 0 | $146 | +$6 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 8 | 0 | $14 | +$1 | 0.0% |
| WELLS FARGO & COMPANY/MN | 0 | 0 | $0 | -$1 | — |
| Royal Bank of Canada | 59 | -59 | $0 | $0 | -50.0% |
Sold Out(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 0 | -34,250 | $0 | -$58.1K | — |
| Mount Yale Investment Advisors, LLC | 0 | -34,250 | $0 | -$56.2K | — |
| UBS Group AG | 0 | -20,663 | $0 | -$33.9K | — |
| Federation des caisses Desjardins du Quebec | 0 | -208 | $0 | -$341 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| CITADEL ADVISORS LLC | 81,746 | $139.0K | +67,307 | 466.1% |
| ANGELES WEALTH MANAGEMENT, LLC | 77,052 | $131.0K | +77,052 | — |
| RENAISSANCE TECHNOLOGIES LLC | 75,300 | $128.0K | +65,100 | 638.2% |
| Focus Partners Wealth | 40,895 | $71.5K | +40,895 | — |
| Cetera Investment Advisers | 19,041 | $32.4K | +1,916 | 11.2% |
| GOLDMAN SACHS GROUP INC | 13,877 | $23.6K | +13,877 | — |
| SBI Securities Co., Ltd. | 2,553 | $4.3K | -1,022 | -28.6% |
| ADVISOR GROUP HOLDINGS, INC. | 1,551 | $2.6K | +27 | 1.8% |
| MORGAN STANLEY | 85 | $146 | 0 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 8 | $14 | 0 | 0.0% |
| IFP Advisors, Inc | 8 | $14 | +8 | — |
| Royal Bank of Canada | 59 | $0 | -59 | -50.0% |
New & Closed Positions this quarter
Closed Positions
4 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for USEA against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.