Institutional shares held 248 Million
0 calls
0 puts
Total value of holdings $12.5B
$0 calls
$0 puts
# of Institutions 609


Latest Institutional Activity in USFR

Top Purchases

Q4 2025
Melone Private Wealth, LLC Shares Held: 429K ($21.6M)
Q4 2025
Parisi Gray Wealth Management Shares Held: 257K ($12.9M)
Q4 2025
Stonebridge Wealth Management, LLC Shares Held: 449K ($22.6M)
Q4 2025
Sovereign Financial Group, Inc. Shares Held: 24.8K ($1.25M)
Q4 2025
Procyon Advisors, LLC Shares Held: 208K ($10.5M)

Top Sells

Q4 2025
Stonekeep Investments, LLC Shares Held: 0 ($0)
Q4 2025
Permanent Capital Management, LP Shares Held: 348K ($17.5M)
Q4 2025
Park Avenue Securities LLC Shares Held: 34.4K ($1.73M)
Q4 2025
Elmwood Wealth Management, Inc. Shares Held: 93.6K ($4.71M)
Q4 2025
Anderson Hoagland & CO Shares Held: 191K ($9.61M)

About USFR

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