USA Rare Earth, Inc. (USAR) — Institutional Holders, Q2 2026 (page 3)

397 institutional investment managers reported a USAR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

USAR 13F holders ranked 201–300 of 397

Institutional investors reporting a position in USA Rare Earth, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
ABN AMRO Bank N.V.#201 · 15,750 sh$339.2KNew
BNP Paribas Asset Management Holding S.A.#202 · 15,408 sh$332.5K+9.7%
Proactive Wealth Strategies#203 · 15,100 sh$325.9K+19.8%
Perpetual Ltd#204 · 15,075 sh$325.3KNew
Cornerstone Wealth Group#205 · 15,045 sh$324.7KNew
MARINER INVESTMENT GROUP#206 · 15,000 sh$323.7KNew
PRINCIPAL FINANCIAL GROUP#207 · 14,856 sh$320.6K+40.9%
Corecam Pte. Ltd.#208 · 14,737 sh$318.0KNew
Integrated Wealth Concepts#209 · 14,727 sh$317.8K+4.5%
TRUIST FINANCIAL#210 · 14,597 sh$315.0KNew
LOS ANGELES CAPITAL MANAGEMENT#211 · 14,346 sh$309.6K+3138.4%
Tower Research Capital (TRC)#212 · 14,269 sh$307.9K-56.1%
Qsemble Capital Management#213 · 13,945 sh$300.9KNew
Vontobel Holding Ltd.#214 · 13,449 sh$290.2KNew
Revisor Wealth Management#215 · 13,322 sh$287.5K+14.5%
Farther Finance Advisors#216 · 13,289 sh$286.7K+4.7%
BRASADA CAPITAL MANAGEMENT#217 · 0 sh$279.5KNew
Blueshift Asset Management#218 · 12,704 sh$274.2KNew
Quantum Private Wealth#219 · 12,600 sh$271.9KNew
GUGGENHEIM CAPITAL#220 · 12,447 sh$268.6K-15.6%
ALGERT GLOBAL#221 · 12,250 sh$264.4KNew
Forum Finance Group S.A.#222 · 15,125 sh$264.0K+1275.0%
Counterpoint Mutual Funds#223 · 12,114 sh$261.4KNew
MAI Capital Management#224 · 11,881 sh$256.4K+1516.5%
CARLSON FINANCIAL#225 · 11,780 sh$254.2K+5.7%
Swiss Life Asset Management Ltd#226 · 11,771 sh$254.0K+98.7%
ExodusPoint Capital Management#227 · 11,749 sh$253.5K-87.3%
Vectors Research Management#228 · 11,461 sh$247.3K-0.2%
JOHNSON INVESTMENT COUNSEL#229 · 11,438 sh$246.8KNew
STRS OHIO#230 · 11,400 sh$246.0K-64.5%
Neuberger Berman Group#231 · 11,069 sh$238.9KNew
MERCER GLOBAL ADVISORS#232 · 11,052 sh$238.5K-5.3%
Brookstone Capital Management#233 · 10,984 sh$237.0KNew
Y-Intercept (Hong Kong) Ltd#234 · 10,941 sh$236.1KNew
Wealthfront Advisers#235 · 10,897 sh$235.2KNew
WEALTH ENHANCEMENT ADVISORY SERVICES#236 · 12,595 sh$232.8K-47.0%
Federation des caisses Desjardins du Quebec#237 · 10,629 sh$229.4K+72.9%
Aptus Capital Advisors#238 · 10,483 sh$226.2KNew
R Squared Ltd#239 · 10,439 sh$225.3KNew
AVAII WEALTH MANAGEMENT#240 · 10,284 sh$221.9KNew
Vanguard Personalized Indexing Management#241 · 10,163 sh$219.3KNew
ARDSLEY ADVISORY PARTNERS#242 · 10,000 sh$216.2KNew
Rossby Financial, LCC#243 · 10,000 sh$215.8K+73.2%
Synergy Financial Management#244 · 9,803 sh$211.5KNew
Phoenix Financial Ltd.#245 · 9,429 sh$202.9KNew
Redhawk Wealth Advisors#246 · 9,276 sh$200.2KNew
NORTHWESTERN MUTUAL WEALTH MANAGEMENT#247 · 8,669 sh$187.1K+25.1%
CoreCap Advisors#248 · 8,545 sh$184.4K-1.3%
SBI Securities , Ltd.#249 · 8,527 sh$184.0K-32.1%
Ensign Peak Advisors#250 · 8,250 sh$178.0K+217.3%
BANK OF MONTREAL#251 · 7,842 sh$169.2K-41.3%
State of Tennessee, Treasury Department#252 · 7,813 sh$168.6K-8.1%
Golden State Wealth Management#253 · 7,000 sh$151.1KNew
PRIVATE NA#254 · 6,150 sh$132.7K0.0%
Mitsubishi UFJ & Banking#255 · 6,086 sh$131.3KNew
Activest Wealth Management#256 · 6,000 sh$129.5K+200.0%
Planning Strategies#257 · 5,400 sh$116.5K—
Nykredit A/S#258 · 5,325 sh$114.9K—
KBC Group NV#259 · 5,258 sh$113.0K+127.7%
Hickory Point Bank#260 · 5,000 sh$107.9K+42.9%
SRS Capital Advisors#261 · 4,926 sh$106.3K+479.5%
Bogart Wealth#262 · 4,007 sh$86.5K-27.2%
NISA INVESTMENT ADVISORS#263 · 3,969 sh$85.7K+122.0%
GAMMA Investing#264 · 3,696 sh$79.8K+98.9%
Harel Insurance Investments & Financial Services Ltd.#265 · 3,625 sh$78.0K0.0%
HARBOUR INVESTMENTS#266 · 3,132 sh$67.6K-83.2%
Newbridge Financial Services Group#267 · 3,105 sh$67.0K-47.8%
Center for Financial Planning#268 · 3,088 sh$66.6K+23.4%
HHM Wealth Advisors#269 · 3,040 sh$65.6K+116.2%
Aventura Private Wealth#270 · 2,665 sh$57.5K+86.8%
MATHER GROUP#271 · 2,557 sh$55.2K-3.3%
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#272 · 2,500 sh$54.0K0.0%
FIFTH THIRD BANCORP#273 · 2,354 sh$50.8K-43.7%
Larson Financial Group#274 · 2,313 sh$49.9K-16.4%
Continuum Advisory#275 · 2,299 sh$49.6KNew
MCF Advisors#276 · 2,010 sh$43.4KNew
First PREMIER Bank#277 · 2,000 sh$43.0K+100.0%
Ameritas Advisory Services#278 · 1,987 sh$42.9K+276.3%
Allworth Financial#279 · 1,770 sh$38.2K-38.8%
Bullock Wealth Management Group#280 · 1,755 sh$35.1K0.0%
Kemnay Advisory Services#281 · 1,548 sh$33.4KNew
FEDERATED HERMES#282 · 1,513 sh$32.7KNew
SALEM INVESTMENT COUNSELORS#283 · 1,500 sh$32.4K+100.0%
NewEdge Advisors#284 · 1,468 sh$31.7KNew
Purpose Unlimited#285 · 1,410 sh$30.5KNew
ROTHSCHILD INVESTMENT#286 · 1,355 sh$29.2K+78.3%
Parallel Advisors#287 · 1,237 sh$26.7KNew
Founders Capital Management#288 · 1,200 sh$25.9K0.0%
BOKF, NA#289 · 1,185 sh$25.6K0.0%
US BANCORP \DE\#290 · 1,113 sh$24.0K+183.9%
Rakuten Securities#291 · 1,112 sh$24.0KNew
ARMSTRONG ADVISORY GROUP#292 · 1,104 sh$23.8K-9.7%
SIGNATUREFD#293 · 1,031 sh$22.2K+23.6%
TSFG#294 · 1,000 sh$22.0K0.0%
Grove Bank#295 · 1,000 sh$21.6KNew
LifeSteps Financial#296 · 1,000 sh$21.6KNew
WOLFF WIESE MAGANA#297 · 1,000 sh$21.6K0.0%
CONSULTIVA WEALTH MANAGEMENT#298 · 1,000 sh$21.6K0.0%
American Capital Advisory#299 · 1,000 sh$21.6K0.0%
BankPlus Department#300 · 989 sh$21.3KNew

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.