Institutional shares held 37.2 Million
100 calls
0 puts
Total value of holdings $2.15B
$5K calls
$0 puts
# of Institutions 412


Latest Institutional Activity in USRT

Top Purchases

Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 101K ($5.82M)
Q4 2025
Capital Performance Advisors LLP Shares Held: 164K ($9.47M)
Q4 2025
Tectonic Advisors LLC Shares Held: 230K ($13.3M)
Q4 2025
Integrated Wealthcare, LLC Shares Held: 30.8K ($1.78M)
Q4 2025
Naviter Wealth, LLC Shares Held: 62.9K ($3.64M)

Top Sells

Q4 2025
Moody National Bank Trust Division Shares Held: 129K ($7.45M)
Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 113K ($6.52M)
Q4 2025
Financial & Tax Architects, LLC Shares Held: 328K ($19M)
Q4 2025
Choreo, LLC Shares Held: 441K ($25.5M)
Q4 2025
Mfa Wealth Advisors, LLC Shares Held: 12.4K ($718K)

About USRT

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