Institutional shares held 198 Million
32.7K calls
95.2K puts
Total value of holdings $18.6B
$3.08M calls
$8.97M puts
# of Institutions 1,484


Latest Institutional Activity in USMV

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.98M ($657M)
Q4 2025
Anderson Hoagland & CO Shares Held: 182K ($17.1M)
Q4 2025
Wespac Advisors So Cal, LLC Shares Held: 6.83K ($643K)
Q4 2025
Magnus Financial Group LLC Shares Held: 2.24K ($211K)
Q4 2025
Gamma Investing LLC Shares Held: 4.53K ($427K)

Top Sells

Q4 2025
Park Avenue Securities LLC Shares Held: 310K ($29.2M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 262K ($24.6M)
Q4 2025
Maridea Wealth Management LLC Shares Held: 8.88K ($836K)
Q4 2025
Decision Map Wealth Management, LLC Shares Held: 18.3K ($1.72M)
Q4 2025
Montecito Bank & Trust Shares Held: 46.8K ($4.41M)

About USMV

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