Institutional shares held 7.78 Million
0 calls
0 puts
Total value of holdings $399M
$0 calls
$0 puts
# of Institutions 74


Latest Institutional Activity in USMF

Top Purchases

Q2 2025
Team Financial Group, LLC Shares Held: 398K ($20.4M)
Q2 2025
World Equity Group, Inc. Shares Held: 5.37K ($275K)
Q2 2025
Nbc Securities, Inc. Shares Held: 4.81K ($246K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 11.5K ($591K)
Q1 2025
Sns Financial Group, LLC Shares Held: 384K ($19.7M)

Top Sells

Q2 2025
Archer Investment Management, LLC Shares Held: 150K ($7.69M)
Q2 2025
Beacon Financial Advisory LLC Shares Held: 18.2K ($932K)
Q2 2025
Armis Advisers, LLC Shares Held: 11.3K ($579K)
Q2 2025
Financial Enhancement Group LLC Shares Held: 53.3K ($2.73M)
Q2 2025
Org Partners LLC Shares Held: 7.94K ($406K)

About USMF

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