Institutional shares held 7.77 Million
0 calls
0 puts
Total value of holdings $395M
$0 calls
$0 puts
# of Institutions 76


Latest Institutional Activity in USMF

Top Purchases

Q3 2025
Cetera Investment Advisers Shares Held: 95.6K ($4.86M)
Q3 2025
Great Valley Advisor Group, Inc. Shares Held: 563K ($28.6M)
Q3 2025
Two Sigma Investments, LP Shares Held: 29.8K ($1.51M)
Q3 2025
United Advisor Group, LLC Shares Held: 19K ($968K)
Q3 2025
Sns Financial Group, LLC Shares Held: 440K ($22.3M)

Top Sells

Q3 2025
Lpl Financial LLC Shares Held: 246K ($12.5M)
Q3 2025
Raymond James Financial Inc Shares Held: 361K ($18.3M)
Q3 2025
Lido Advisors, LLC Shares Held: 765K ($38.9M)
Q3 2025
Atria Investments LLC Shares Held: 82.6K ($4.2M)
Q3 2025
Defined Financial Planning LLC Shares Held: 80.3K ($4.08M)

About USMF

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