Institutional shares held 37 Million
100 calls
0 puts
Total value of holdings $2.14B
$5K calls
$0 puts
# of Institutions 407


Latest Institutional Activity in USRT

Top Purchases

Q4 2025
Private Client Services, LLC Shares Held: 54.2K ($3.14M)
Q4 2025
Envision Financial LLC Shares Held: 69.3K ($4.01M)
Q4 2025
Park Avenue Securities LLC Shares Held: 10.3K ($596K)
Q3 2025
Thrivent Financial For Lutherans Shares Held: 467K ($27M)
Q3 2025
Financial & Tax Architects, LLC Shares Held: 348K ($20.1M)

Top Sells

Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC Shares Held: 113K ($6.52M)
Q4 2025
Garrett Investment Advisors LLC Shares Held: 8.36K ($483K)
Q4 2025
Rda Financial Network Shares Held: 5.71K ($330K)
Q4 2025
Helen Stephens Group, LLC Shares Held: 13.9K ($805K)
Q3 2025
Ci Private Wealth, LLC Shares Held: 582K ($33.7M)

About USRT

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