Institutional shares held 7.7 Million
0 calls
0 puts
Total value of holdings $391M
$0 calls
$0 puts
# of Institutions 74


Latest Institutional Activity in USMF

Top Purchases

Q4 2025
Merit Financial Group, LLC Shares Held: 71.8K ($3.65M)
Q4 2025
Cwm, LLC Shares Held: 31.1K ($1.58M)
Q4 2025
Team Financial Group, LLC Shares Held: 416K ($21.1M)
Q4 2025
United Advisor Group, LLC Shares Held: 26.9K ($1.37M)
Q4 2025
World Equity Group, Inc. Shares Held: 5.87K ($298K)

Top Sells

Q4 2025
Archer Investment Management, LLC Shares Held: 101K ($5.15M)
Q4 2025
Concurrent Investment Advisors, LLC Shares Held: 34.7K ($1.76M)
Q4 2025
Bip Wealth, LLC Shares Held: 5.18K ($263K)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 32.8K ($1.67M)
Q4 2025
Financial Enhancement Group LLC Shares Held: 54.9K ($2.79M)

About USMF

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