Institutional shares held 8.24 Million
0 calls
0 puts
Total value of holdings $425M
$0 calls
$0 puts
# of Institutions 75


Latest Institutional Activity in USMF

Top Purchases

Q3 2025
Archer Investment Management, LLC Shares Held: 163K ($8.43M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 112K ($5.78M)
Q3 2025
Team Financial Group, LLC Shares Held: 406K ($20.9M)
Q3 2025
Financial Enhancement Group LLC Shares Held: 56.2K ($2.9M)
Q3 2025
Concurrent Investment Advisors, LLC Shares Held: 37.7K ($1.94M)

Top Sells

Q3 2025
Defined Financial Planning LLC Shares Held: 80.3K ($4.14M)
Q3 2025
Cwm, LLC Shares Held: 11.9K ($615K)
Q3 2025
Bip Wealth, LLC Shares Held: 6.78K ($350K)
Q3 2025
Beacon Financial Advisory LLC Shares Held: 17.1K ($882K)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 10.5K ($540K)

About USMF

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