USA Rare Earth, Inc. (USAR) — Institutional Holders, Q2 2026 (page 4)

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 301 to 397. 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 301–397 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
AdvisorNet Financial#301 · 978 sh$21.1K+30.9%
NBC SECURITIES#302 · 878 sh$18.9K+805.2%
Pinnacle Wealth Planning Services#303 · 772 sh$16.7K+44.8%
Capital Analysts#304 · 759 sh$16.0KNew
1620 INVESTMENT ADVISORS#305 · 695 sh$15.0K0.0%
Sterling Capital Management#306 · 682 sh$14.7K-81.4%
Strive Financial Group#307 · 668 sh$14.4K0.0%
IMG Wealth Management#308 · 663 sh$14.3K0.0%
Winch Advisory Services#309 · 640 sh$13.8K0.0%
Investors Research#310 · 615 sh$13.3K+48.2%
MILLER WEALTH ADVISORS#311 · 600 sh$12.9K0.0%
Hurley Capital#312 · 578 sh$12.5K+131.2%
Union Bankshares#313 · 574 sh$12.4K0.0%
Ulland Investment Advisors#314 · 537 sh$12.0KNew
Cedar Mountain Advisors#315 · 550 sh$11.9K-15.4%
Highland Investment Advisors#316 · 550 sh$11.9K—
FINANCIAL CONSULATE#317 · 524 sh$11.3K0.0%
Murphy & Mullick Capital Management#318 · 500 sh$10.8K0.0%
EFG International AG#319 · 500 sh$10.8K0.0%
VISION FINANCIAL MARKETS#320 · 500 sh$10.0KNew
Avalon#321 · 400 sh$8.6K0.0%
TD Waterhouse Canada#322 · 400 sh$8.0KNew
Parkside Financial Bank#323 · 370 sh$8.0K+100.0%
Key Capital Management#324 · 357 sh$7.7KNew
Silver Grove Financial Group#325 · 339 sh$7.3KNew
Tidemark#326 · 319 sh$6.9K+1229.2%
HRT FINANCIAL#327 · 312,400 sh$6.7KNew
Silicon Valley Capital Partners#328 · 300 sh$6.5K-64.7%
Nemes Rush Group#329 · 300 sh$6.5KNew
MCGUIRE CAPITAL ADVISORS#330 · 285 sh$6.2K+3.6%
NATIONAL BANK OF CANADA#331 · 284 sh$6.1K+215.6%
Caitlin John#332 · 275 sh$5.9K-72.5%
TOTH FINANCIAL ADVISORY#333 · 260 sh$5.6K+30.0%
Dogwood Wealth Management#334 · 250 sh$5.4KNew
CENTRAL#335 · 244 sh$5.3K0.0%
Aspect Partners#336 · 237 sh$5.1K-23.8%
MassMutual Private Wealth & , FSB#337 · 224 sh$4.8K+72.3%
CNB Bank#338 · 224 sh$4.8K0.0%
ST GERMAIN D J#339 · 205 sh$4.4KNew
HOLLENCREST SECURITIES#340 · 202 sh$4.4K-4.7%
FIRST HORIZON NATIONAL#341 · 201 sh$4.3KNew
Crews Bank#342 · 200 sh$4.3K0.0%
Medallion Wealth Advisors#343 · 200 sh$4.3K0.0%
Roble, Belko & Company#344 · 174 sh$4.0K0.0%
Avion Wealth#345 · 224 sh$4.0KNew
Costello Asset Management#346 · 185 sh$4.0K0.0%
Glass Jacobson Investment Advisors#347 · 181 sh$3.9K0.0%
CITY HOLDING#348 · 179 sh$3.9K+61.3%
MEEDER ASSET MANAGEMENT#349 · 171 sh$3.7K+137.5%
JDM Financial Group#350 · 163 sh$3.5K0.0%
Asset Dedication#351 · 160 sh$3.5KNew
Signature Resources Capital Management#352 · 150 sh$3.2K0.0%
Atlantic Edge Private Wealth Management#353 · 150 sh$3.2K0.0%
Gen-Wealth Partners#354 · 136 sh$2.9K0.0%
EverSource Wealth Advisors#355 · 131 sh$2.8KNew
THURSTON, SPRINGER, MILLER, HERD & TITAK#356 · 125 sh$2.7KNew
Triumph Capital Management#357 · 115 sh$2.5K0.0%
HUNTINGTON NATIONAL BANK#358 · 109 sh$2.4K0.0%
SECURITY NATIONAL BANK OF SO DAK#359 · 102 sh$2.2KNew
IFG Advisory#360 · 100 sh$2.2KNew
Vermillion Wealth Management#361 · 100 sh$2.2K0.0%
McMillan Office#362 · 100 sh$2.2KNew
SouthState Bank#363 · 100 sh$2.2K0.0%
BARROW HANLEY MEWHINNEY & STRAUSS#364 · 75 sh$1.6KNew
Strategic Wealth Partners, Ltd.#365 · 66 sh$1.4K0.0%
Institute for Wealth Management#366 · 64 sh$1.4KNew
Core Capital Management & Research#367 · 68 sh$1.3K—
SFAM#368 · 60 sh$1.3K0.0%
Steigerwald, Gordon & Koch#369 · 60 sh$1.3K0.0%
Smartleaf Asset Management#370 · 61 sh$1.3K0.0%
SWAN Capital#371 · 55 sh$1.2KNew
Strategic Investment Solutions#372 · 50 sh$1.1K0.0%
REAP Financial Group#373 · 50 sh$1.1K0.0%
Hilton Head Capital Partners#374 · 50 sh$1.1K0.0%
Harborfront Financial Group#375 · 50 sh$1.1K—
Fortitude Family Office#376 · 49 sh$1.1K0.0%
Covestor Ltd#377 · 31 sh$1.0K+244.4%
HAZLETT, BURT & WATSON#378 · 70 sh$1.0K0.0%
PROATHLETE WEALTH MANAGEMENT#379 · 42 sh$906.00New
Beaird Harris Wealth Management#380 · 35 sh$756.00New
City State Bank#381 · 35 sh$755.00-65.0%
Bell Investment Advisors#382 · 31 sh$669.00New
ACTION POINT FINANCIAL PLANNING#383 · 31 sh$669.00New
Bare Financial Services#384 · 29 sh$626.000.0%
Physician Wealth Advisors#385 · 22 sh$475.00New
Comprehensive Financial Planning#386 · 20 sh$432.00New
COMPASS FINANCIAL MANAGEMENT#387 · 16 sh$345.00—
Stone House Investment Management#388 · 12 sh$259.00-93.8%
Truvestments Capital#389 · 5 sh$108.00New
Essential Investment Partners#390 · 5 sh$108.000.0%
Clearstead Advisors#391 · 4 sh$87.00New
Transamerica Financial Advisors#392 · 3 sh$64.000.0%
Hughes Financial Services#393 · 2 sh$43.00+100.0%
Essential Partners#394 · 2 sh$43.000.0%
RHL GROUP#395 · 1 sh$22.00New
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#396 · 200,935 sh—+73.1%
Elequin Securities#397 · 467 sh—-4.9%

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.