Institutional shares held 17.6 Million
0 calls
0 puts
Total value of holdings $896M
$0 calls
$0 puts
# of Institutions 122


Latest Institutional Activity in USTB

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 505K ($25.6M)
Q2 2025
Apella Capital, LLC Shares Held: 15.6K ($794K)
Q2 2025
Masso Torrence Wealth Management Inc. Shares Held: 131K ($6.67M)
Q2 2025
Avaii Wealth Management, LLC Shares Held: 135K ($6.87M)
Q2 2025
Parallel Advisors, LLC Shares Held: 3.97K ($201K)

Top Sells

Q2 2025
Redhawk Wealth Advisors, Inc. Shares Held: 525K ($26.7M)
Q2 2025
Marquette Asset Management, LLC Shares Held: 513K ($26M)
Q2 2025
Toth Financial Advisory Corp Shares Held: 170K ($8.63M)
Q2 2025
Elk River Wealth Management, LLC Shares Held: 36K ($1.83M)
Q2 2025
Silver Oak Securities, Inc Shares Held: 28.5K ($1.45M)

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