Institutional shares held 205 Million
12.5K calls
47.4K puts
Total value of holdings $19.4B
$1.18M calls
$4.47M puts
# of Institutions 1,449


Latest Institutional Activity in USMV

Top Purchases

Q2 2025
Truist Financial Corp Shares Held: 732K ($69M)
Q2 2025
Lineweaver Wealth Advisors, LLC Shares Held: 307K ($28.9M)
Q2 2025
Park Avenue Securities LLC Shares Held: 476K ($44.9M)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 659K ($62.1M)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.68M ($629M)

Top Sells

Q2 2025
Form Wealth Advisors, LLC Shares Held: 27.9K ($2.63M)
Q2 2025
Fragasso Group Inc. Shares Held: 50.6K ($4.77M)
Q2 2025
Institute For Wealth Management, Llc. Shares Held: 11.1K ($1.05M)
Q2 2025
Silver Oak Securities, Inc Shares Held: 7.56K ($712K)
Q2 2025
Apella Capital, LLC Shares Held: 167K ($15.8M)

About USMV

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