USMF — Institutional owners (13F)
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| HighTower Advisors, LLC | $74,116,928 | 1,366,387 | 34.42% | Shares |
| Bluespring Wealth Management, LLC | $32,268,835 | 594,894 | 14.99% | Shares |
| Team Financial Group, LLC | $15,502,553 | 285,798 | 7.20% | Shares |
| LPL Financial LLC | $10,768,778 | 198,528 | 5.00% | Shares |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $10,437,187 | 192,415 | 4.85% | Shares |
| WELLS FARGO & COMPANY/MN | $7,543,832 | 139,075 | 3.50% | Shares |
| Cetera Investment Advisers | $5,446,475 | 100,409 | 2.53% | Shares |
| Defined Financial Planning LLC | $5,281,948 | 105,302 | 2.45% | Shares |
| GREAT VALLEY ADVISOR GROUP, INC. | $5,023,547 | 92,605 | 2.33% | Shares |
| EVOLVE PRIVATE WEALTH, LLC | $4,483,150 | 82,649 | 2.08% | Shares |
| NewEdge Advisors, LLC | $3,258,703 | 60,076 | 1.51% | Shares |
| MORGAN STANLEY | $2,585,711 | 47,669 | 1.20% | Shares |
| RAYMOND JAMES FINANCIAL INC | $2,300,120 | 42,404 | 1.07% | Shares |
| Allworth Financial LP | $2,018,639 | 37,215 | 0.94% | Shares |
| Private Advisor Group, LLC | $1,884,170 | 34,736 | 0.88% | Shares |
| Stratos Wealth Partners, LTD. | $1,751,558 | 32,290 | 0.81% | Shares |
| GOLDMAN SACHS GROUP INC | $1,675,295 | 30,885 | 0.78% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,545,887 | 28,500 | 0.72% | Shares |
| H D Vest Advisory Services | $1,531,043 | 29,870 | 0.71% | Shares |
| Integrated Wealth Concepts LLC | $1,430,768 | 26,377 | 0.66% | Shares |
| TWO SIGMA INVESTMENTS, LP | $1,405,111 | 25,904 | 0.65% | Shares |
| Archer Investment Management, LLC | $1,321,131 | 24,356 | 0.61% | Shares |
| WCG Wealth Advisors LLC | $1,199,255 | 22,109 | 0.56% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,181,087 | 21,774 | 0.55% | Shares |
| Merit Financial Group, LLC | $1,160,985 | 21,404 | 0.54% | Shares |
| JPMORGAN CHASE & CO | $1,108,633 | 20,630 | 0.51% | Shares |
| IHT Wealth Management, LLC | $950,854 | 17,530 | 0.44% | Shares |
| WealthPoint Financial, LLC | $907,160 | 16,724 | 0.42% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $900,099 | 16,594 | 0.42% | Shares |
| Summit Financial, LLC | $843,066 | 15,542 | 0.39% | Shares |
| AXXCESS WEALTH MANAGEMENT, LLC | $828,399 | 15,272 | 0.38% | Shares |
| OSAIC HOLDINGS, INC. | $828,312 | 15,272 | 0.38% | Shares |
| CWM, LLC | $773,194 | 15,658 | 0.36% | Shares |
| Kestra Advisory Services, LLC | $771,498 | 14,223 | 0.36% | Shares |
| Modern Wealth Management, LLC | $769,756 | 14,191 | 0.36% | Shares |
| United Advisor Group, LLC | $751,986 | 13,863 | 0.35% | Shares |
| Beacon Financial Advisory LLC | $748,428 | 13,798 | 0.35% | Shares |
| Keating Financial Advisory Services, Inc. | $593,463 | 10,941 | 0.28% | Shares |
| COLUMBIA ADVISORY PARTNERS LLC | $589,487 | 10,868 | 0.27% | Shares |
| Quantinno Capital Management LP | $483,359 | 8,911 | 0.22% | Shares |
| TopTier Wealth Management, LLC | $481,237 | 8,872 | 0.22% | Shares |
| CITADEL ADVISORS LLC | $458,950 | 8,461 | 0.21% | Shares |
| &PARTNERS | $429,537 | 7,919 | 0.20% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $428,915 | 8,686 | 0.20% | Shares |
| JANE STREET GROUP, LLC | $406,172 | 7,488 | 0.19% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $390,850 | 7,205 | 0.18% | Shares |
| WORLD EQUITY GROUP, INC. | $334,676 | 6,170 | 0.16% | Shares |
| Financial Enhancement Group LLC | $314,981 | 5,807 | 0.15% | Shares |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $275,759 | 5,084 | 0.13% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $274,460 | 5,120 | 0.13% | Shares |
| Lido Advisors, LLC | $273,900 | 5,048 | 0.13% | Shares |
| Mutual Advisors, LLC | $269,054 | 4,960 | 0.12% | Shares |
| Bison Wealth, LLC | $252,932 | 4,742 | 0.12% | Shares |
| CoreCap Advisors, LLC | $244,357 | 4,505 | 0.11% | Shares |
| BIP Wealth, LLC | $228,147 | 4,206 | 0.11% | Shares |
| Concurrent Investment Advisors, LLC | $207,154 | 3,819 | 0.10% | Shares |
| Arkadios Wealth Advisors | $203,801 | 3,757 | 0.09% | Shares |
| RMR Wealth Builders | $200,928 | 3,704 | 0.09% | Shares |
| LANARK FINANCIAL, INC. | $182,009 | 3,355 | 0.08% | Shares |
| ROYAL BANK OF CANADA | $120,000 | 2,210 | 0.06% | Shares |
| FMR LLC | $94,871 | 1,749 | 0.04% | Shares |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $86,626 | 1,597 | 0.04% | Shares |
| Hughes Financial Services, LLC | $54,026 | 996 | 0.03% | Shares |
| Institute for Wealth Management, LLC. | $36,398 | 671 | 0.02% | Shares |
| Geneos Wealth Management Inc. | $32,056 | 591 | 0.01% | Shares |
| AE Wealth Management LLC | $26,199 | 483 | 0.01% | Shares |
| UBS Group AG | $9,384 | 173 | 0.00% | Shares |
| VANGUARD ADVISERS INC | $4,987 | 101 | 0.00% | Shares |
| Smartleaf Asset Management LLC | $4,944 | 92 | 0.00% | Shares |
| SHP Wealth Management | $1,682 | 31 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $620 | 11,429 | 0.00% | Shares |
| FLOW TRADERS U.S. LLC | $262 | 4,832 | 0.00% | Shares |
| CENTAURUS FINANCIAL, INC. | $189 | 3,484 | 0.00% | Shares |
| Capital Advisors, Ltd. LLC | $13 | 233 | 0.00% | Shares |