Institutional shares held 200 Million
8.5K calls
33.9K puts
Total value of holdings $18.5B
$788K calls
$3.14M puts
# of Institutions 1,394


Latest Institutional Activity in USMV

Top Purchases

Q1 2025
Horizon Wealth Management, LLC Shares Held: 420K ($39M)
Q1 2025
Gamma Investing LLC Shares Held: 254K ($23.5M)
Q1 2025
Summit Global Investments Shares Held: 193K ($17.9M)
Q1 2025
Merit Financial Group, LLC Shares Held: 97.6K ($9.05M)
Q1 2025
Nbc Securities, Inc. Shares Held: 15.4K ($1.42M)

Top Sells

Q1 2025
Fragasso Group Inc. Shares Held: 104K ($9.63M)
Q1 2025
Insight Wealth Strategies, LLC Shares Held: 140K ($13M)
Q1 2025
Apella Capital, LLC Shares Held: 199K ($18.4M)
Q1 2025
Bowman & CO S.C. Shares Held: 30.6K ($2.84M)
Q1 2025
Capital Asset Advisory Services LLC Shares Held: 52.5K ($4.87M)

About USMV

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