USLM

Institutional Ownership

Top 296 Institutional Holders
HolderSharesDateChange% Held
BlackRock, Inc.863.20KMar 31, 26-151.03K3.01%
DIMENSIONAL FUND ADVISORS LP747.64KMar 31, 26-5.65K2.61%
RENAISSANCE TECHNOLOGIES LLC614.46KMar 31, 26-24.88K2.14%
FIRST TRUST ADVISORS LP441.95KMar 31, 26+203.03K1.54%
Select Equity Group, L.P.405.68KMar 31, 26+38.38K1.41%
GEODE CAPITAL MANAGEMENT, LLC354.08KMar 31, 26+12.33K1.23%
T. Rowe Price Investment Management, Inc.326.96KMar 31, 26+8231.14%
GOLDMAN SACHS GROUP INC302.06KMar 31, 26-23.86K1.05%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.289.93KMar 31, 26+39.87K1.01%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC286.26KMar 31, 26+13.40K1.00%
STATE STREET CORP235.59KMar 31, 26-1.82K0.82%
ArrowMark Colorado Holdings LLC199.85KMar 31, 26+7.22K0.70%
Copeland Capital Management, LLC143.66KMar 31, 26-42.29K0.50%
Invesco Ltd.123.59KMar 31, 26+6.83K0.43%
NORTHERN TRUST CORP116.39KMar 31, 26-7.41K0.41%
ROYCE & ASSOCIATES LP90.97KMar 31, 26+33.35K0.32%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC88.03KMar 31, 26-3310.31%
ALGERT GLOBAL LLC86.49KMar 31, 26-5.60K0.30%
FMR LLC74.12KMar 31, 26+10.04K0.26%
VANGUARD FIDUCIARY TRUST CO72.97KMar 31, 26+72.97K0.25%
Advisors Asset Management, Inc.69.98KMar 31, 26+1.70K0.24%
DIAMOND HILL CAPITAL MANAGEMENT INC64.72KMar 31, 26-6.22K0.23%
Qube Research & Technologies Ltd64.61KMar 31, 26-33.28K0.23%
Bank of New York Mellon Corp63.88KMar 31, 26+10.22%
MORGAN STANLEY60.85KMar 31, 26-10.07K0.21%
JPMORGAN CHASE & CO56.79KMar 31, 26+32.27K0.20%
Grantham, Mayo, Van Otterloo & Co. LLC56.02KMar 31, 26+56.02K0.20%
AQR CAPITAL MANAGEMENT LLC55.66KMar 31, 26-6.76K0.19%
Aptus Capital Advisors, LLC47.86KMar 31, 26+4790.17%
FRANKLIN RESOURCES INC45.31KMar 31, 26-1.20K0.16%
Cardinal Capital Management44.54KMar 31, 26+260.16%
SUSQUEHANNA INTERNATIONAL GROUP, LLP43.06KMar 31, 26+13.94K0.15%
Davidson Capital Management Inc.42.33KMar 31, 26+42.23K0.15%
LAZARD ASSET MANAGEMENT LLC41.24KMar 31, 26+2.12K0.14%
Linden Thomas Advisory Services, LLC40.31KMar 31, 26+2250.14%
Moran Wealth Management, LLC36.09KMar 31, 26+27.34K0.13%
North Star Investment Management Corp.32.55KMar 31, 26-6.00K0.11%
CBOE Vest Financial, LLC31.99KMar 31, 26+18.09K0.11%
HERITAGE INVESTORS MANAGEMENT CORP30.98KMar 31, 26-2630.11%
MILLENNIUM MANAGEMENT LLC30.25KMar 31, 26-10.98K0.11%
DEUTSCHE BANK AG\29.22KMar 31, 26+19.05K0.10%
ALLIANCEBERNSTEIN L.P.28.28KMar 31, 26-1.28K0.10%
UBS Group AG25.28KMar 31, 26+2.95K0.09%
JANE STREET GROUP, LLC25.24KMar 31, 26+21.96K0.09%
EXCHANGE TRADED CONCEPTS, LLC24.43KMar 31, 26+24.23K0.09%
ENVESTNET ASSET MANAGEMENT INC24.33KMar 31, 26-2.74K0.08%
Man Group plc23.44KMar 31, 26+12.94K0.08%
Swiss National Bank22.60KMar 31, 26--0.08%
TUDOR INVESTMENT CORP ET AL20.99KMar 31, 26-13.98K0.07%
PRINCIPAL FINANCIAL GROUP INC19.74KMar 31, 26+5830.07%
Nuveen, LLC19.63KMar 31, 26+7270.07%
CITIGROUP INC18.84KMar 31, 26+12.83K0.07%
D. E. Shaw & Co., Inc.18.03KMar 31, 26--0.06%
CANADA PENSION PLAN INVESTMENT BOARD17.30KMar 31, 26-1.00K0.06%
RHUMBLINE ADVISERS17.13KMar 31, 26-2.14K0.06%
BALYASNY ASSET MANAGEMENT L.P.16.98KMar 31, 26+2.39K0.06%
Vident Advisory, LLC16.61KMar 31, 26-6.38K0.06%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP15.86KMar 31, 26-1.32K0.06%
AM INVESTMENT STRATEGIES LLC15.00KMar 31, 26--0.05%
AMERICAN CENTURY COMPANIES INC13.89KMar 31, 26+5.35K0.05%
Y-Intercept (Hong Kong) Ltd13.73KMar 31, 26+3.34K0.05%
Russell Investments Group, Ltd.12.85KMar 31, 26-3300.04%
LOS ANGELES CAPITAL MANAGEMENT LLC12.39KMar 31, 26+9.17K0.04%
UBS ASSET MANAGEMENT AMERICAS INC11.85KMar 31, 26-19.06K0.04%
VICTORY CAPITAL MANAGEMENT INC11.51KMar 31, 26+4.38K0.04%
TD ASSET MANAGEMENT INC10.95KMar 31, 26--0.04%
AMERIPRISE FINANCIAL INC10.84KMar 31, 26-4940.04%
DARK FOREST CAPITAL MANAGEMENT LP10.77KMar 31, 26-7.68K0.04%
VANGUARD ASSET MANAGEMENT, Ltd10.56KMar 31, 26+10.56K0.04%
STIFEL FINANCIAL CORP9.94KMar 31, 26-4.03K0.03%
BARCLAYS PLC9.66KMar 31, 26-14.84K0.03%
Walleye Capital LLC9.63KMar 31, 26+9.63K0.03%
Creative Planning9.60KMar 31, 26+2.67K0.03%
ROYAL BANK OF CANADA9.56KMar 31, 26-2.07K0.03%
SEI INVESTMENTS CO9.56KMar 31, 26-3880.03%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND9.11KMar 31, 26--0.03%
Quantinno Capital Management LP8.85KMar 31, 26+4.13K0.03%
OCCUDO QUANTITATIVE STRATEGIES LP8.76KMar 31, 26+7.00K0.03%
CITADEL ADVISORS LLC8.76KMar 31, 26-30.66K0.03%
Universal- Beteiligungs- und Servicegesellschaft mbH8.01KMar 31, 26-5.35K0.03%
JAMES INVESTMENT RESEARCH INC7.97KMar 31, 26--0.03%
PRICE T ROWE ASSOCIATES INC /MD/7.69KMar 31, 26+1.21K0.03%
SG Americas Securities, LLC7.44KMar 31, 26+1760.03%
Round Rock Advisors, LLC7.33KMar 31, 26-3.55K0.03%
Pathstone Holdings, LLC6.86KMar 31, 26+3.23K0.02%
Legal & General Group Plc6.80KMar 31, 26-3.82K0.02%
Penserra Capital Management LLC6.66KMar 31, 26+6.66K0.02%
Susquehanna Portfolio Strategies, LLC6.56KMar 31, 26+1.45K0.02%
Jump Financial, LLC6.38KMar 31, 26-4.70K0.02%
Janney Montgomery Scott LLC6.34KMar 31, 26+310.02%
BNP PARIBAS ARBITRAGE, SNC6.28KMar 31, 26+4710.02%
Yorktown Management & Research Co Inc6.22KMar 31, 26--0.02%
OPPENHEIMER & CO INC6.13KMar 31, 26+6.13K0.02%
STRS OHIO6.00KMar 31, 26--0.02%
MetLife Investment Management, LLC5.96KMar 31, 26-550.02%
SummitTX Capital, L.P.5.69KMar 31, 26+5.69K0.02%
SCHWARTZ INVESTMENT COUNSEL INC5.59KMar 31, 26+5.59K0.02%
MANUFACTURERS LIFE INSURANCE COMPANY, THE5.50KMar 31, 26-940.02%
Vanguard Global Advisers, LLC5.35KMar 31, 26+5.35K0.02%
CI Private Wealth, LLC5.03KMar 31, 26+5.03K0.02%
Gotham Asset Management, LLC5.00KMar 31, 26-1.07K0.02%
Kaizen Financial Strategies4.95KMar 31, 26-250.02%
RAYMOND JAMES FINANCIAL INC4.94KMar 31, 26-7.38K0.02%
JANUS HENDERSON GROUP PLC4.91KMar 31, 26--0.02%
LPL Financial LLC4.86KMar 31, 26+240.02%
Sound View Wealth Advisors Group, LLC4.50KMar 31, 26--0.02%
TWO SIGMA INVESTMENTS, LP4.47KMar 31, 26+2.40K0.02%
Quadrature Capital Ltd4.32KMar 31, 26+4.32K0.02%
EverSource Wealth Advisors, LLC4.22KMar 31, 26+4.09K0.01%
ALPS ADVISORS INC4.16KMar 31, 26+5300.01%
Handelsbanken Fonder AB4.10KMar 31, 26+1.00K0.01%
WELLS FARGO & COMPANY/MN4.09KMar 31, 26-10.30K0.01%
NEW YORK STATE COMMON RETIREMENT FUND4.03KMar 31, 26--0.01%
AVIVA PLC3.86KMar 31, 26-1670.01%
CWM, LLC3.85KMar 31, 26-2800.01%
Squarepoint Ops LLC3.85KMar 31, 26+3.85K0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3.72KMar 31, 26-1.28K0.01%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.3.62KMar 31, 26-2700.01%
Cerity Partners LLC3.60KMar 31, 26-6870.01%
TEACHER RETIREMENT SYSTEM OF TEXAS3.56KMar 31, 26-1240.01%
AMICA MUTUAL INSURANCE CO3.43KMar 31, 26--0.01%
Van Hulzen Asset Management, LLC3.28KMar 31, 26+3.28K0.01%
HSBC HOLDINGS PLC3.15KMar 31, 26-5.32K0.01%
Arizona State Retirement System3.15KMar 31, 26-450.01%
Vestcor Inc3.15KMar 31, 26--0.01%
XTX Topco Ltd3.14KMar 31, 26+3.14K0.01%
Police & Firemen's Retirement System of New Jersey3.02KMar 31, 26--0.01%
Mariner, LLC3.01KMar 31, 26-5580.01%
Quantbot Technologies LP2.94KMar 31, 26+2.94K0.01%
Capital Analysts, LLC2.93KMar 31, 26-1800.01%
Vanguard Investments Australia, Ltd.2.85KMar 31, 26+2.85K0.01%
INTECH INVESTMENT MANAGEMENT LLC2.82KMar 31, 26-1.89K0.01%
State of Alaska, Department of Revenue2.80KMar 31, 26--0.01%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM2.65KMar 31, 26--0.01%
Cetera Investment Advisers2.63KMar 31, 26-4740.01%
Brevan Howard Capital Management LP2.54KMar 31, 26-2300.01%
Sequoia Financial Advisors, LLC2.52KMar 31, 26+120.01%
OLD NATIONAL BANCORP /IN/2.50KMar 31, 26--0.01%
KLP KAPITALFORVALTNING AS2.50KMar 31, 26--0.01%
Garrett Wealth Advisory Group, LLC2.50KMar 31, 26--0.01%
SkyOak Wealth, LLC2.46KMar 31, 26-2250.01%
Cornerstone Investment Partners, LLC2.26KMar 31, 26+2.26K0.01%
Kestra Advisory Services, LLC2.23KMar 31, 26+9990.01%
Catalyst Funds Management Pty Ltd2.20KMar 31, 26+2.20K0.01%
Neuberger Berman Group LLC2.10KMar 31, 26-850.01%
VOYA INVESTMENT MANAGEMENT LLC1.94KMar 31, 26-570.01%
Verition Fund Management LLC1.94KMar 31, 26-13.70K0.01%
Fiduciary Alliance LLC1.86KMar 31, 26--0.01%
Jefferies Financial Group Inc.1.80KMar 31, 26+1300.01%
ExodusPoint Capital Management, LP1.79KMar 31, 26-7.38K0.01%
QUADRANT CAPITAL GROUP LLC1.78KMar 31, 26--0.01%
Fieldview Capital Management, LLC1.74KMar 31, 26+1.74K0.01%
ROBERTS GLORE & CO INC /IL/1.74KMar 31, 26+1.74K0.01%
IEQ CAPITAL, LLC1.69KMar 31, 26+1.69K0.01%
PRUDENTIAL FINANCIAL INC1.68KMar 31, 26+1.68K0.01%
Buckingham Strategic Partners1.64KMar 31, 26+1.64K0.01%
THOMPSON DAVIS & CO., INC.1.57KMar 31, 26+1.57K0.01%
ProShare Advisors LLC1.57KMar 31, 26-4090.01%
GREAT WEST LIFE ASSURANCE CO /CAN/1.54KMar 31, 26--0.01%
BESSEMER GROUP INC1.50KMar 31, 26-4560.01%
Tower Research Capital LLC (TRC)1.25KMar 31, 26+1.06K0.00%
Covestor Ltd1.01KMar 31, 26-9840.00%
Ameritas Investment Partners, Inc.905Mar 31, 26--0.00%
ADVISOR GROUP HOLDINGS, INC.899Mar 31, 26-7070.00%
JONES FINANCIAL COMPANIES LLLP852Mar 31, 26+80.00%
MEEDER ASSET MANAGEMENT INC821Mar 31, 26-7910.00%
PNC FINANCIAL SERVICES GROUP, INC.743Mar 31, 26+1160.00%
FIFTH THIRD BANCORP691Mar 31, 26+6910.00%
CONTRAVISORY INVESTMENT MANAGEMENT, INC.538Mar 31, 26-1190.00%
Parallel Advisors, LLC471Mar 31, 26+180.00%
Steward Partners Investment Advisory, LLC375Mar 31, 26--0.00%
State of Wyoming307Mar 31, 26-8120.00%
Versant Capital Management, Inc303Mar 31, 26+410.00%
Farther Finance Advisors, LLC288Mar 31, 26+50.00%
Advisory Services Network, LLC285Mar 31, 26+2850.00%
TD Waterhouse Canada Inc.250Mar 31, 26--0.00%
GAMMA Investing LLC205Mar 31, 26+80.00%
Allworth Financial LP159Mar 31, 26+470.00%
WHITTIER TRUST CO152Mar 31, 26+1520.00%
AdvisorNet Financial, Inc150Mar 31, 26--0.00%
FIRST HORIZON CORP138Mar 31, 26-330.00%
NISA INVESTMENT ADVISORS, LLC129Mar 31, 26+10.00%
SRS Capital Advisors, Inc.127Mar 31, 26-280.00%
BROWN BROTHERS HARRIMAN & CO110Mar 31, 26+70.00%
BNP Paribas Asset Management Holding S.A.107Mar 31, 26-40.00%
HARBOUR INVESTMENTS, INC.105Mar 31, 26+1050.00%
US BANCORP \DE\83Mar 31, 26+90.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO79Mar 31, 26+790.00%
Root Financial Partners, LLC75Mar 31, 26+200.00%
Ronald Blue Trust, Inc.72Mar 31, 26-300.00%
WHITTIER TRUST CO OF NEVADA INC71Mar 31, 26+710.00%
Sterling Capital Management LLC70Mar 31, 26-20.00%
SIGNATUREFD, LLC63Mar 31, 26+260.00%
True Wealth Design, LLC62Mar 31, 26--0.00%
Cornerstone Planning Group LLC56Mar 31, 26--0.00%
ROTHSCHILD INVESTMENT LLC46Mar 31, 26+290.00%
Smartleaf Asset Management LLC34Mar 31, 26--0.00%
MAI Capital Management32Mar 31, 26+280.00%
IFP Advisors, Inc30Mar 31, 26-50.00%
SBI Securities Co., Ltd.25Mar 31, 26-50.00%
CVA Family Office, LLC24Mar 31, 26+240.00%
Strategic Wealth Partners, Ltd.20Mar 31, 26+200.00%
Optiver Holding B.V.16Mar 31, 26+160.00%
Rockefeller Capital Management L.P.13Mar 31, 26-160.00%
JFS WEALTH ADVISORS, LLC13Mar 31, 26-30.00%
Fortitude Family Office, LLC12Mar 31, 26+90.00%
Quarry LP8Mar 31, 26-470.00%
Aster Capital Management (DIFC) Ltd7Mar 31, 26+70.00%
SJS Investment Consulting Inc.5Mar 31, 26+30.00%
Parkside Financial Bank & Trust5Mar 31, 26--0.00%
Marquette Asset Management, LLC5Mar 31, 26+50.00%
DiNuzzo Private Wealth, Inc.4Mar 31, 26+10.00%
Trust Co3Mar 31, 26--0.00%
Kilter Group LLC3Mar 31, 26+30.00%
WPG Advisers, LLC3Mar 31, 26+30.00%
HFM Investment Advisors, LLC2Mar 31, 26--0.00%
Rialto Wealth Management, LLC2Mar 31, 26--0.00%
Vermillion Wealth Management, Inc.2Mar 31, 26+20.00%
TWIN PEAKS WEALTH ADVISORS, LLC2Mar 31, 26+20.00%
TFC Financial Management, Inc.1Mar 31, 26--0.00%
CURIO WEALTH, LLC1Mar 31, 26+10.00%
Bay Harbor Wealth Management, LLC1Mar 31, 26--0.00%
Hughes Financial Services, LLC1Mar 31, 26+10.00%
Freestone Grove Partners LP1Mar 31, 26+10.00%
Estuary Capital Management LP--Mar 31, 26-42.69K--
Snowden Capital Advisors LLC--Mar 31, 26-1.82K--
OPTIMA CAPITAL LLC--Mar 31, 26-5--
Entropy Technologies, LP--Mar 31, 26-1.80K--
Point72 Asset Management, L.P.--Mar 31, 26-5.37K--
HRT FINANCIAL LP--Mar 31, 26-15.61K--
Spire Wealth Management--Mar 31, 26-100--
SEGALL BRYANT & HAMILL, LLC--Mar 31, 26-63.14K--
Cynosure Group, LLC--Mar 31, 26-3.55K--
Minerva Advisors LLC--Mar 31, 26-6.25K--
AMALGAMATED BANK--Mar 31, 26-340--
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main--Mar 31, 26-23.67K--
Empowered Funds, LLC--Mar 31, 26-347--
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC--Mar 31, 26-6.33K--
COMMONWEALTH EQUITY SERVICES, LLC--Mar 31, 26-6.44K--
GREEN SQUARE CAPITAL ADVISORS LLC--Mar 31, 26-1.75K--
CBIZ Investment Advisory Services, LLC--Mar 31, 26-140--
PRELUDE CAPITAL MANAGEMENT, LLC--Mar 31, 26-1.71K--
Triumph Capital Management--Mar 31, 26-50--
Ellsworth Advisors, LLC--Mar 31, 26-6.46K--
Kemnay Advisory Services Inc.--Mar 31, 26-42--
City State Bank--Mar 31, 26-160--
Caitong International Asset Management Co., Ltd--Mar 31, 26-68--
VANGUARD GROUP INC927.18KDec 31, 25+58.98K3.23%
BANK OF AMERICA CORP /DE/79.13KDec 31, 25+10.48K0.28%
BALYASNY ASSET MANAGEMENT L.P.14.60KDec 31, 25+14.60K0.05%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM10.52KDec 31, 25-100.04%
VIRGINIA RETIREMENT SYSTEMS ET AL2.80KDec 31, 25--0.01%
Quest Partners LLC2.66KDec 31, 25-1710.01%
NewEdge Advisors, LLC1.99KDec 31, 25+1.99K0.01%
COMERICA BANK827Dec 31, 25+1840.00%
CIBC Private Wealth Group, LLC820Dec 31, 25--0.00%
Global Retirement Partners, LLC243Dec 31, 25+2430.00%
McIlrath & Eck, LLC192Dec 31, 25+1920.00%
SageView Advisory Group, LLC156Dec 31, 25+1560.00%
Sunbelt Securities, Inc.8Dec 31, 25--0.00%
AXA Investment Managers S.A.2.32KSep 30, 25+2.32K0.01%
Stonegate Investment Group, LLC1.97KSep 30, 25+1.97K0.01%
Amica Retiree Medical Trust334Sep 30, 25+2690.00%
Binnacle Investments Inc52Sep 30, 25+520.00%
FSA Wealth Management LLC49Sep 30, 25--0.00%
Hemington Wealth Management22Sep 30, 25+50.00%
Point72 Asia (Singapore) Pte. Ltd.--Sep 30, 25-119--
Cubist Systematic Strategies, LLC--Sep 30, 25-33.05K--
Nebula Research & Development LLC10.04KJun 30, 25+1.83K0.04%
Orion Portfolio Solutions, LLC2.31KMar 31, 25--0.01%
Lindbrook Capital, LLC7Mar 31, 25+70.00%
Delta Financial Group, Inc.--Mar 31, 25-2.00K--
Nuveen Asset Management, LLC24.70KDec 31, 24-1.00K0.09%
RAYMOND JAMES & ASSOCIATES2.31KSep 30, 24+2.31K0.01%
BlackRock Inc.212.19KJun 30, 24-6.48K0.74%
CREDIT SUISSE AG/1.86KMar 31, 24--0.01%
Clear Perspectives Financial Planning, LLC100Mar 31, 23--0.00%
Sargent Bickham Lagudis LLC100Dec 31, 22+1000.00%
Lake Point Wealth Management15Jun 30, 22--0.00%
Amalgamated Financial Corp.255Mar 31, 22+2550.00%
IndexIQ Advisors LLC--Mar 31, 22-3.16K--
DALTON GREINER HARTMAN MAHER & CO4.66KMar 31, 21-4.06K0.02%
TIAA CREF INVESTMENT MANAGEMENT LLC4.39KMar 31, 19--0.02%
TEACHERS ADVISORS, LLC2.96KMar 31, 19--0.01%
Delpha Capital Management, LLC--Mar 31, 18-192--
Acrospire Investment Management LLC--Sep 30, 17-1.59K--
Perkins Investment Management, LLC138.93KMar 31, 17+22.07K0.48%
BlackRock Institutional Trust Company, N.A.91.85KDec 31, 16-5580.32%
BlackRock Fund Advisors65.57KDec 31, 16+9.55K0.23%
BlackRock Investment Management, LLC7.87KDec 31, 16-1570.03%
BlackRock Group LTD690Dec 31, 16--0.00%
BLACKROCK ADVISORS LLC666Dec 31, 16-1200.00%
MSI Financial Services Inc50Dec 31, 16--0.00%
Emerald Acquisition Ltd.2.66KSep 30, 16+2.21K0.01%
NSB Advisors LLC18.94KMar 31, 15-1.36K0.07%
UBS AG426Sep 30, 14+2410.00%