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

Q3 2025
Morgan Stanley Shares Held: 14.8M ($1.39B)
Q3 2025
Junto Capital Management LP Shares Held: 895K ($84.3M)
Q3 2025
Two Sigma Investments, LP Shares Held: 2.73M ($257M)
Q3 2025
Barclays PLC Shares Held: 500K ($47.1M)
Q3 2025
Russell Investments Group, Ltd. Shares Held: 899K ($84.7M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 3.76M ($354M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 3.34M ($315M)
Q3 2025
Pnc Financial Services Group, Inc. Shares Held: 5.12M ($482M)
Q3 2025
Ameriprise Financial Inc Shares Held: 2.59M ($244M)
Q3 2025
Portfolio Design Labs, LLC Shares Held: 123K ($11.6M)

About USMV

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