Institutional shares held 35.7 Million
100 calls
0 puts
Total value of holdings $2.09B
$5K calls
$0 puts
# of Institutions 406


Latest Institutional Activity in USRT

Top Purchases

Q3 2025
Rakuten Investment Management, Inc. Shares Held: 742K ($43.3M)
Q3 2025
Trust CO Of Tennessee Shares Held: 1.08M ($63.3M)
Q3 2025
Heritage Financial Services, LLC Shares Held: 778K ($45.4M)
Q3 2025
Cerity Partners LLC Shares Held: 871K ($50.8M)
Q3 2025
Cornerstone Management, Inc. Shares Held: 147K ($8.59M)

Top Sells

Q3 2025
Pacific Life Fund Advisors LLC Shares Held: 321K ($18.8M)
Q3 2025
E Rn Financial, LLC Shares Held: 127K ($7.39M)
Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 469K ($27.4M)
Q3 2025
Sharper & Granite LLC Shares Held: 9.12K ($532K)
Q3 2025
Trademark Financial Management, LLC Shares Held: 3.48K ($203K)

About USRT

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