Institutional shares held 263 Million
0 calls
0 puts
Total value of holdings $13.2B
$0 calls
$0 puts
# of Institutions 608


Latest Institutional Activity in USFR

Top Purchases

Q3 2025
Bip Wealth, LLC Shares Held: 19.5M ($983M)
Q3 2025
Encompass More Asset Management Shares Held: 881K ($44.3M)
Q3 2025
Global Retirement Partners, LLC Shares Held: 433K ($21.8M)
Q3 2025
Sky Mountain Capital Management, Inc. Shares Held: 1.22M ($61.3M)
Q3 2025
High Tower Advisors, LLC Shares Held: 2.09M ($105M)

Top Sells

Q3 2025
Wealthcare Capital Management LLC Shares Held: 124K ($6.25M)
Q3 2025
Serenus Wealth Advisors, LLC Shares Held: 4.29M ($216M)
Q3 2025
Tobias Financial Advisors, Inc. Shares Held: 5.54K ($279K)
Q3 2025
Jpmorgan Chase & CO Shares Held: 20.3M ($1.02B)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 961K ($48.4M)

About USFR

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