Institutional shares held 7.61 Million
0 calls
0 puts
Total value of holdings $387M
$0 calls
$0 puts
# of Institutions 75


Latest Institutional Activity in USMF

Top Purchases

Q4 2025
Team Financial Group, LLC Shares Held: 416K ($21.1M)
Q4 2025
World Equity Group, Inc. Shares Held: 5.87K ($298K)
Q4 2025
Fma Wealth Management, LLC Shares Held: 4.28K ($218K)
Q3 2025
Cetera Investment Advisers Shares Held: 95.6K ($4.86M)
Q3 2025
Great Valley Advisor Group, Inc. Shares Held: 563K ($28.6M)

Top Sells

Q4 2025
Archer Investment Management, LLC Shares Held: 101K ($5.15M)
Q4 2025
Bip Wealth, LLC Shares Held: 5.18K ($263K)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 32.8K ($1.67M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 9.25K ($470K)
Q4 2025
Core Cap Advisors, LLC Shares Held: 5.36K ($272K)

About USMF

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