Institutional shares held 197 Million
33.3K calls
79.7K puts
Total value of holdings $18.4B
$3.11M calls
$7.44M puts
# of Institutions 1,472


Latest Institutional Activity in USMV

Top Purchases

Q3 2025
Millburn Ridgefield Corp Shares Held: 3.75M ($350M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 165K ($15.4M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 6.83M ($638M)
Q3 2025
Dynasty Wealth Management, LLC Shares Held: 1.26M ($118M)
Q3 2025
Elevation Capital Advisory, LLC Shares Held: 79.6K ($7.43M)

Top Sells

Q3 2025
Berkshire Money Management, Inc. Shares Held: 59.4K ($5.55M)
Q3 2025
Ascent Group, LLC Shares Held: 112K ($10.4M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 2.04M ($190M)
Q3 2025
Ball & CO Wealth Management Inc. Shares Held: 71.4K ($6.67M)
Q3 2025
Park Avenue Securities LLC Shares Held: 332K ($31M)

About USMV

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