Institutional shares held 7.96 Million
0 calls
0 puts
Total value of holdings $400M
$0 calls
$0 puts
# of Institutions 76


Latest Institutional Activity in USMF

Top Purchases

Q2 2025
Systelligence, LLC Shares Held: 230K ($11.6M)
Q2 2025
Sns Financial Group, LLC Shares Held: 422K ($21.3M)
Q2 2025
Cwm, LLC Shares Held: 30.6K ($1.55M)
Q2 2025
Team Financial Group, LLC Shares Held: 398K ($20.2M)
Q2 2025
Atria Investments LLC Shares Held: 110K ($5.58M)

Top Sells

Q2 2025
Wj Wealth Management, LLC Shares Held: 109K ($5.51M)
Q2 2025
Archer Investment Management, LLC Shares Held: 150K ($7.6M)
Q2 2025
Concurrent Investment Advisors, LLC Shares Held: 36.9K ($1.87M)
Q2 2025
Bip Wealth, LLC Shares Held: 7.91K ($401K)
Q2 2025
Beacon Financial Advisory LLC Shares Held: 18.2K ($921K)

About USMF

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