Institutional shares held 8.27 Million
0 calls
0 puts
Total value of holdings $428M
$0 calls
$0 puts
# of Institutions 77


Latest Institutional Activity in USMF

Top Purchases

Q2 2025
Systelligence, LLC Shares Held: 230K ($11.9M)
Q2 2025
Northwestern Mutual Wealth Management CO Shares Held: 96.5K ($4.99M)
Q2 2025
New Edge Advisors, LLC Shares Held: 81.7K ($4.23M)
Q2 2025
Private Advisor Group, LLC Shares Held: 78.5K ($4.06M)
Q2 2025
Great Valley Advisor Group, Inc. Shares Held: 531K ($27.5M)

Top Sells

Q2 2025
Wj Wealth Management, LLC Shares Held: 109K ($5.64M)
Q2 2025
Archer Investment Management, LLC Shares Held: 150K ($7.77M)
Q2 2025
Lpl Financial LLC Shares Held: 376K ($19.5M)
Q2 2025
Lido Advisors, LLC Shares Held: 793K ($41M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 72.3K ($3.74M)

About USMF

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