USIO · Usio, Inc. · Shareholders & Ownership
Every disclosed holder of USIO in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns USIO
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 6,343,646 | 22.26% |
| Insiders (Forms 3, 4, 5) | 8,478,570 | 29.75% |
| 13D/G-only blocks | 4,553,975 | 15.98% |
| Remaining | 9,119,223 | 32.00% |
| Registered funds (N-PORT, not summed) | 1,693,787 | 5.94% |
Shares outstanding: 28,495,414, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of USIO
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
HOCH LOUIS A
Insider
CIK 1089351 · Aug 21, 2026
Director, Chairman, President and CEO, 10% Owner, issuer-wide
|
3,510,579 | ||
| 2 |
Whittier Holdings, Inc.
13G
CIK 1545917 · Unknown · Sep 24, 2024
Rule 13d-1(b), qualified institution
|
2,805,752 | ||
| 3 |
National Services, Inc.
13G
CIK 1671550 · Unknown · Mar 10, 2026
Rule 13d-1(c), passive investor, not summed
|
2,721,272 | ||
| 3.1 |
|
2,721,272 | ||
| 4 |
WHITTIER TRUST CO
13F
CIK 1137881 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
2,713,852 | ||
| 5 |
|
1,748,223 | ||
| 6 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
917,455 | ||
| 7 |
|
779,478 | ||
| 8 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
727,294 | ||
| 9 |
PERKINS CAPITAL MANAGEMENT INC
13F
CIK 884300 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
700,371 | ||
| 10 |
|
456,890 | ||
| 11 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
437,241 | ||
| 12 |
Jacob Discovery Fund
Fund
S000038991 · Registered fund · Aug 31, 2026
Jacob Funds Inc., not summed
|
380,100 | ||
| 13 |
|
326,179 | ||
| 14 |
Stonebridge Wealth Management, LLC
13F
CIK 2082460 · Unknown · Sep 30, 2026
|
279,067 | ||
| 15 |
|
249,212 | ||
| 16 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
184,503 | ||
| 17 |
North Star Investment Management Corp.
13F
CIK 1342857 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
180,000 | ||
| 18 |
North Star Micro Cap Fund
Fund
S000040440 · Registered fund · May 31, 2026
NORTHERN LIGHTS FUND TRUST II, not summed
|
180,000 | ||
| 19 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
167,435 | ||
| 20 |
|
150,667 | ||
| 21 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
111,768 | ||
| 21.1 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
66,898 | ||
| 22 |
|
105,877 | ||
| 23 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
105,174 | ||
| 24 |
|
100,222 | ||
| 25 |
Rothschild Wealth LLC
13F
CIK 1811345 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
79,700 | ||
| 26 |
|
78,194 | ||
| 27 |
|
76,789 | ||
| 28 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
71,027 | ||
| 29 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
71,000 | ||
| 29.1 |
Ultra-Small Company Market Fund
Fund
S000004424 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
60,000 | ||
| 30 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
50,289 | ||
| 31 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
46,421 | ||
| 31.1 |
Dimensional U.S. Core Equity 2 ETF
Fund
S000070903 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
5,349 | ||
| 32 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
46,353 | ||
| 33 |
NORTHERN TRUST CORP
13F
CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
45,040 | ||
| 34 |
Allworth Financial LP
13F
CIK 1555170 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
41,234 | ||
| 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP
13F
CIK 1446194 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
28,027 | ||
| 36 |
Fidelity Extended Market Index Fund
Fund
S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
27,727 | ||
| 37 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,368 | ||
| 38 |
Fidelity Series Total Market Index Fund
Fund
S000065248 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
23,867 | ||
| 39 |
FINANCIAL LIFE ADVISORS
13F
CIK 1730813 · Registered investment adviser · Sep 30, 2026
|
23,274 | ||
| 40 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,603 | ||
| 41 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,357 | ||
| 42 |
Fidelity Total Market Index Fund
Fund
S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
20,039 | ||
| 43 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV
13F
CIK 867926 · Registered investment adviser · Sep 30, 2026
|
20,000 | ||
| 44 |
JONES FINANCIAL COMPANIES LLLP
13F
CIK 815917 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
17,608 | ||
| 45 |
VANGUARD BALANCED INDEX FUND
Fund
S000002560 · Registered fund · Jun 30, 2026
VANGUARD VALLEY FORGE FUNDS, not summed
|
13,812 | ||
| 46 |
Fidelity Nasdaq Composite Index Fund
Fund
S000055366 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
|
12,705 | ||
| 47 |
JANE STREET GROUP, LLC
13F
CIK 1595888 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,221 | ||
| 48 |
FNY Investment Advisers, LLC
13F
CIK 1742998 · Unknown · Sep 30, 2026
|
10,000 | ||
| 49 |
JNL/DFA U.S. Small Cap Fund
Fund
S000068110 · Registered fund · Jun 30, 2026
JNL Series Trust, not summed
|
4,800 | ||
| 50 |
Vanguard Global Advisers, LLC
13F
CIK 1811242 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
3,902 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 57 holders
Create a free account to page through every holder, filter by source and group by ultimate parent.