USNA · Usana Health Sciences Inc · Shareholders & Ownership

$14.07 +0.03 (+0.21%) At close · Oct 27 Q2 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$262.92M

18.48M

Volume · Oct 27 136.81K Avg daily vol (3M) 205.85K

Every disclosed holder of USNA 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.

How the holder list picks a filing →

Who Owns USNA

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	137	11,330,010	61.32%	Yes
Insiders (Forms 3, 4, 5)	14	7,556,521	40.90%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	409,997	-2.22%	Negative
Registered funds (N-PORT, not summed)	170	3,536,737	19.14%	No

Shares outstanding: 18,476,534, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 USNA

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Myron W. Wentz 13D CIK 1203301 · Unknown · Mar 26, 2026 not summed	7,408,345	40.10%	—	Mar 26, 2026	not summed
1.1	WENTZ MYRON W Insider CIK 1203301 · Sep 3, 2025 10% Owner, issuer-wide	7,408,345	40.10%	-145,000	Sep 3, 2025	10% Owner, issuer-wide
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,554,189	8.41%	+363,773	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	289,035	1.56%	+10,680	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	95,570	0.52%	-1,435	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	37,479	0.20%	—	Jun 30, 2026	iShares Trust, not summed
2.4	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	22,584	0.12%	+544	Jun 30, 2026	iShares Trust, not summed
2.5	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	22,580	0.12%	+1,656	Jul 31, 2026	iShares Trust, not summed
3	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,205,587	6.53%	+96,654	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	Pzena Small Cap Value Fund Fund S000053713 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	43,670	0.24%	0	May 31, 2026	Advisors Series Trust, not summed
4	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	958,520	5.19%	-59,110	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	RENAISSANCE TECHNOLOGIES LLC 13G CIK 1037389 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	958,520	5.19%	-240,177	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
5	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	837,426	4.53%	+3,203	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	223,332	1.21%	+15,347	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.2	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	81,939	0.44%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	79,697	0.43%	-8,044	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
5.4	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	67,428	0.36%	-29,652	Jul 31, 2026	Dimensional ETF Trust, not summed
5.5	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	67,386	0.36%	-20,608	Jul 31, 2026	Dimensional ETF Trust, not summed
6	Nantahala Capital Management, LLC 13F CIK 1472322 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	810,074	4.38%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	487,370	2.64%	+8,327	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Creative Planning 13F CIK 1540235 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	417,971	2.26%	+224,823	Jun 30, 2026	carried, not yet filed for the newest quarter
9	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	408,086	2.21%	+111,666	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	4,474	0.02%	—	Jun 30, 2026	AQR Funds, not summed
10	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	363,377	1.97%	+25,103	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	350,035	1.89%	0	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	283,165	1.53%	+18,731	Jun 30, 2026	carried, not yet filed for the newest quarter
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	272,208	1.47%	-60,904	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	144,584	0.78%	-24,921	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
13.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	51,404	0.28%	-369	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
13.3	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	37,742	0.20%	-7,853	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
13.4	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	27,140	0.15%	+3,424	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
13.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	16,676	0.09%	+10,176	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
14	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	261,240	1.41%	+13,205	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	16,781	0.09%	+4,396	Jun 30, 2026	SPDR SERIES TRUST, not summed
14.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	4,204	0.02%	+900	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
14.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	256	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
14.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	79	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
15	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	239,477	1.30%	+216,998	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	14,751	0.08%	+2,793	Jul 31, 2026	TIAA-CREF Funds, not summed
15.2	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	9,596	0.05%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
15.3	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	426	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
15.4	Nuveen Life Stock Index Fund Fund S000005094 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	180	0.00%	0	Jun 30, 2026	TIAA-CREF Life Funds, not summed
16	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	187,348	1.01%	-3,604	Jun 30, 2026	carried, not yet filed for the newest quarter
17	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	180,567	0.98%	-12,409	Jun 30, 2026	carried, not yet filed for the newest quarter
18	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	165,514	0.90%	+20,884	Jun 30, 2026	carried, not yet filed for the newest quarter
19	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	164,363	0.89%	+8,879	Jun 30, 2026	carried, not yet filed for the newest quarter
20	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	159,569	0.86%	-957	May 31, 2026	American Century ETF Trust, not summed
21	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	156,835	0.85%	-25,648	Jun 30, 2026	carried, not yet filed for the newest quarter
22	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	147,656	0.80%	+46,548	Jun 30, 2026	carried, not yet filed for the newest quarter
23	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	142,399	0.77%	+24,900	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	PIMCO RAE US Small Fund Fund S000048957 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	91,741	0.50%	+12,500	Jun 30, 2026	PIMCO Equity Series, not summed
24	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	138,153	0.75%	+39,060	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	32,800	0.18%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
24.2	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	20,000	0.11%	—	Jun 30, 2026	Bridgeway Funds, Inc., not summed
24.3	Ultra-Small Company Fund Fund S000004423 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	15,100	0.08%	—	Jun 30, 2026	Bridgeway Funds, Inc., not summed
25	ALGERT GLOBAL LLC 13F CIK 1275218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	131,758	0.71%	+63,074	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	128,800	0.70%	+2,397	May 31, 2026	VANGUARD WORLD FUND, not summed
27	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	123,267	0.67%	+32,118	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	19,065	0.10%	+3,806	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
27.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	9,108	0.05%	+2,140	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
28	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	121,111	0.66%	+3,501	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	115,886	0.63%	+92,174	Jun 30, 2026	carried, not yet filed for the newest quarter
30	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	97,311	0.53%	+24,916	Jun 30, 2026	carried, not yet filed for the newest quarter
31	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	94,467	0.51%	-3,900	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,988	0.03%	+1,700	Jun 30, 2026	Northern Funds, not summed
31.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,388	0.01%	-60	Jun 30, 2026	Northern Funds, not summed
32	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	72,735	0.39%	-645	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	72,578	0.39%	+4,728	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD STRATEGIC EQUITY FUND Fund S000002593 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	72,128	0.39%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
35	Vanguard Global Advisers, LLC 13F CIK 1811242 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	70,940	0.38%	+9,782	Jun 30, 2026	carried, not yet filed for the newest quarter
36	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	70,253	0.38%	+3,960	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	70,253	0.38%	+3,960	Jun 30, 2026	EA Series Trust, not summed
37	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	55,573	0.30%	+2,334	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
38	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	51,734	0.28%	-802	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	50,223	0.27%	+37,706	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Guest Kevin Insider CIK 1353496 · Feb 27, 2026 CEO & EXEC. CHAIRMAN OF BOARD, issuer-wide	45,381	0.25%	+4,528	Feb 27, 2026	CEO & EXEC. CHAIRMAN OF BOARD, issuer-wide
41	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	45,318	0.25%	+2,313	Jun 30, 2026	carried, not yet filed for the newest quarter
42	VANGUARD U.S. VALUE FACTOR ETF Fund S000061305 · Registered fund · May 31, 2026 VANGUARD WELLINGTON FUND, not summed	45,046	0.24%	0	May 31, 2026	VANGUARD WELLINGTON FUND, not summed
43	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	41,407	0.22%	-4,004	Jun 30, 2026	carried, not yet filed for the newest quarter
44	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	38,500	0.21%	+10,918	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	DWS Small Cap Index VIP Fund S000006223 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed	1,758	0.01%	+308	Jun 30, 2026	DEUTSCHE DWS INVESTMENTS VIT FUNDS, not summed
45	Assenagon Asset Management S.A. 13F CIK 1546007 · Unknown · Sep 30, 2026	38,213	0.21%	0	Sep 30, 2026
46	ROYCE SMALL-CAP TRUST, INC. Fund · Registered fund · Jun 30, 2026 ROYCE SMALL-CAP TRUST, INC., not summed	37,436	0.20%	—	Jun 30, 2026	ROYCE SMALL-CAP TRUST, INC., not summed
46.1	Guggenheim Active Allocation Fund Fund · Registered fund · May 29, 2026 Guggenheim Active Allocation Fund, not summed	70	0.00%	—	May 29, 2026	Guggenheim Active Allocation Fund, not summed
47	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	36,400	0.20%	+1,159	Jun 30, 2026	carried, not yet filed for the newest quarter
48	SMALL CAP EQUITY FUND Fund S000001160 · Registered fund · Jun 30, 2026 GuideStone Funds, not summed	34,008	0.18%	+12,402	Jun 30, 2026	GuideStone Funds, not summed
49	STRS OHIO 13F CIK 820478 · Pension or benefit plan · Jun 30, 2026 carried, not yet filed for the newest quarter	33,900	0.18%	+2,900	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Multi-Manager Small Cap Equity Strategies Fund Fund S000036206 · Registered fund · May 31, 2026 COLUMBIA FUNDS SERIES TRUST I, not summed	33,668	0.18%	0	May 31, 2026	COLUMBIA FUNDS SERIES TRUST I, not summed

19 more nested rows are not shown here; Every filing lists them all.

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 248 holders

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Key facts CIK 896264 CUSIP 90328M107 13F (30d) 19 filings 19 filers Visit website Investor relations