USMF(USMF)
USMF
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| HighTower Advisors, LLC | 1.37M | Jun 30, 26 | +3.26K | 23.25% |
| SNS Financial Group, LLC | 594.89K | Jun 30, 26 | +142.86K | 10.12% |
| Team Financial Group, LLC | 285.80K | Jun 30, 26 | -80.51K | 4.86% |
| LPL Financial LLC | 198.53K | Jun 30, 26 | -27.65K | 3.38% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 192.41K | Jun 30, 26 | -165.69K | 3.27% |
| WELLS FARGO & COMPANY/MN | 139.07K | Jun 30, 26 | -21.73K | 2.37% |
| Cetera Investment Advisers | 100.41K | Jun 30, 26 | -3.32K | 1.71% |
| GREAT VALLEY ADVISOR GROUP, INC. | 92.61K | Jun 30, 26 | -545.11K | 1.58% |
| EVOLVE PRIVATE WEALTH, LLC | 82.65K | Jun 30, 26 | +3.12K | 1.41% |
| NewEdge Advisors, LLC | 60.08K | Jun 30, 26 | -2.17K | 1.02% |
| MORGAN STANLEY | 47.67K | Jun 30, 26 | -1.93K | 0.81% |
| RAYMOND JAMES FINANCIAL INC | 42.40K | Jun 30, 26 | -4.21K | 0.72% |
| Allworth Financial LP | 37.22K | Jun 30, 26 | -559 | 0.63% |
| Private Advisor Group, LLC | 34.74K | Jun 30, 26 | -2.54K | 0.59% |
| Stratos Wealth Partners, LTD. | 32.29K | Jun 30, 26 | -6 | 0.55% |
| GOLDMAN SACHS GROUP INC | 30.89K | Jun 30, 26 | +18.47K | 0.53% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28.50K | Jun 30, 26 | -1.93K | 0.48% |
| Integrated Wealth Concepts LLC | 26.38K | Jun 30, 26 | -9.18K | 0.45% |
| TWO SIGMA INVESTMENTS, LP | 25.90K | Jun 30, 26 | +19.60K | 0.44% |
| Archer Investment Management, LLC | 24.36K | Jun 30, 26 | -2.01K | 0.41% |
| WCG Wealth Advisors LLC | 22.11K | Jun 30, 26 | -4.62K | 0.38% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21.77K | Jun 30, 26 | -16.36K | 0.37% |
| Merit Financial Group, LLC | 21.40K | Jun 30, 26 | -44.33K | 0.36% |
| JPMORGAN CHASE & CO | 20.63K | Jun 30, 26 | -8.15K | 0.35% |
| IHT Wealth Management, LLC | 17.53K | Jun 30, 26 | +3.00K | 0.30% |
| WealthPoint Financial, LLC | 16.72K | Jun 30, 26 | -3.54K | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 16.59K | Jun 30, 26 | +4.68K | 0.28% |
| Summit Financial, LLC | 15.54K | Jun 30, 26 | -879 | 0.26% |
| AXXCESS WEALTH MANAGEMENT, LLC | 15.27K | Jun 30, 26 | -- | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 15.27K | Jun 30, 26 | -5.92K | 0.26% |
| Kestra Advisory Services, LLC | 14.22K | Jun 30, 26 | +883 | 0.24% |
| Modern Wealth Management, LLC | 14.19K | Jun 30, 26 | +47 | 0.24% |
| United Advisor Group, LLC | 13.86K | Jun 30, 26 | -1.15K | 0.24% |
| Beacon Financial Advisory LLC | 13.80K | Jun 30, 26 | -329 | 0.23% |
| Cambridge Investment Research Advisors, Inc. | 11.43K | Jun 30, 26 | -2.21K | 0.19% |
| Keating Financial Advisory Services, Inc. | 10.94K | Jun 30, 26 | -25.37K | 0.19% |
| COLUMBIA ADVISORY PARTNERS LLC | 10.87K | Jun 30, 26 | -366 | 0.18% |
| Quantinno Capital Management LP | 8.91K | Jun 30, 26 | +8.91K | 0.15% |
| TopTier Wealth Management, LLC | 8.87K | Jun 30, 26 | +4 | 0.15% |
| UBS ASSET MANAGEMENT AMERICAS INC | 8.69K | Jun 30, 26 | -- | 0.15% |
| CITADEL ADVISORS LLC | 8.46K | Jun 30, 26 | -14.74K | 0.14% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 7.92K | Jun 30, 26 | -4.11K | 0.13% |
| JANE STREET GROUP, LLC | 7.49K | Jun 30, 26 | +1.04K | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 7.21K | Jun 30, 26 | -712 | 0.12% |
| WORLD EQUITY GROUP, INC. | 6.17K | Jun 30, 26 | +75 | 0.10% |
| Financial Enhancement Group LLC | 5.81K | Jun 30, 26 | +55 | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.12K | Jun 30, 26 | +11 | 0.09% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5.08K | Jun 30, 26 | -24.24K | 0.09% |
| Lido Advisors, LLC | 5.05K | Jun 30, 26 | -668.60K | 0.09% |
| Mutual Advisors, LLC | 4.96K | Jun 30, 26 | -1 | 0.08% |
| FLOW TRADERS U.S. LLC | 4.83K | Jun 30, 26 | -794 | 0.08% |
| Bison Wealth, LLC | 4.74K | Jun 30, 26 | +16 | 0.08% |
| CoreCap Advisors, LLC | 4.50K | Jun 30, 26 | -498 | 0.08% |
| BIP Wealth, LLC | 4.21K | Jun 30, 26 | -3.73K | 0.07% |
| Concurrent Investment Advisors, LLC | 3.82K | Jun 30, 26 | -2.97K | 0.06% |
| Arkadios Wealth Advisors | 3.76K | Jun 30, 26 | -3.21K | 0.06% |
| RMR Wealth Builders | 3.70K | Jun 30, 26 | +3.70K | 0.06% |
| CENTAURUS FINANCIAL, INC. | 3.48K | Jun 30, 26 | -3.08K | 0.06% |
| NBC SECURITIES, INC. | 3.35K | Jun 30, 26 | +118 | 0.06% |
| ROYAL BANK OF CANADA | 2.21K | Jun 30, 26 | +47 | 0.04% |
| FMR LLC | 1.75K | Jun 30, 26 | +1.07K | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.60K | Jun 30, 26 | -- | 0.03% |
| Hughes Financial Services, LLC | 996 | Jun 30, 26 | -- | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 690 | Jun 30, 26 | +690 | 0.01% |
| Institute for Wealth Management, LLC. | 671 | Jun 30, 26 | +671 | 0.01% |
| Geneos Wealth Management Inc. | 591 | Jun 30, 26 | +350 | 0.01% |
| AE Wealth Management LLC | 483 | Jun 30, 26 | -12 | 0.01% |
| Capital Advisors, Ltd. LLC | 233 | Jun 30, 26 | -- | 0.00% |
| Regatta Research & Money Management | 196 | Jun 30, 26 | +196 | 0.00% |
| UBS Group AG | 173 | Jun 30, 26 | +173 | 0.00% |
| VANGUARD ADVISERS INC | 101 | Jun 30, 26 | -- | 0.00% |
| Planning Strategies Inc. | 97 | Jun 30, 26 | +97 | 0.00% |
| Smartleaf Asset Management LLC | 92 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 31 | Jun 30, 26 | -- | 0.00% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | -- | Jun 30, 26 | -4.41K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -5 | -- |
| REAP Financial Group, LLC | -- | Jun 30, 26 | -983 | -- |
| Mariner, LLC | -- | Jun 30, 26 | -72.36K | -- |
| Atria Investments, Inc | -- | Jun 30, 26 | -76.70K | -- |
| Covestor Ltd | -- | Jun 30, 26 | -130 | -- |
| Quartz Partners, LLC | -- | Jun 30, 26 | -6.17K | -- |
| CWM, LLC | 15.66K | Mar 31, 26 | -15.49K | 0.27% |
| Sunbelt Securities, Inc. | -- | Mar 31, 26 | -42 | -- |
| ORG Partners LLC | -- | Dec 31, 25 | -7.50K | -- |
| Defined Financial Planning LLC | 80.25K | Sep 30, 25 | -25.05K | 1.37% |
| AVANTAX ADVISORY SERVICES, INC. | 29.87K | Jun 30, 25 | +17.64K | 0.51% |
| Raymond James Financial Services Advisors, Inc. | 305.67K | Sep 30, 24 | +74.65K | 5.20% |
| RAYMOND JAMES & ASSOCIATES | 32.37K | Sep 30, 24 | -33.80K | 0.55% |
| Private Wealth Strategies, L.L.C. | 1.19M | Jun 30, 24 | +21.44K | 20.27% |
| KLR INVESTMENT ADVISORS, LLC | 30.81K | Mar 31, 24 | -3.80K | 0.52% |
| Cetera Advisor Networks LLC | 5.93K | Mar 31, 24 | +162 | 0.10% |
| Truadvice, LLC | 24.67K | Sep 30, 23 | +13.71K | 0.42% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 6.78K | Sep 30, 23 | +25 | 0.12% |
| V Wealth Advisors LLC | -- | Sep 30, 23 | -24.91K | -- |
| 55I, LLC | 31.32K | Sep 30, 22 | +7.29K | 0.53% |
| MUFG Americas Holdings Corp | 2.31K | Sep 30, 22 | -- | 0.04% |
| KerberRose Wealth Management, LLC | 30.97K | Jun 30, 22 | +30.97K | 0.53% |
| Carroll Financial Associates, Inc. | 1.50K | Dec 31, 21 | -- | 0.03% |
| Stearns Financial Services Group | 851.57K | Sep 30, 20 | +362 | 14.49% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 11.25K | Dec 31, 19 | -74.96K | 0.19% |
| BB&T SECURITIES, LLC | 67.03K | Sep 30, 19 | -16.66K | 1.14% |