HoldingsChannel.com
Funds Holding USMF

On this page, we present all of the funds holding USMF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding USMF, with a link to that fund's top holdings. The next columns indicate the amount of USMF stock held by each of the funds holding USMF, followed by the USMF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 51 funds holding USMF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by HighTower Advisors LLC. For more details on the positions held by HighTower Advisors LLC (or by any of the other funds holding USMF), click the fund name in the "Holder" column of the funds-holding-USMF table below.

HolderAmountPosition Size
($ in 1000's)
 As of
HighTower Advisors LLC1,189,291$50,022 12/31/2023
     USMF1,189,291$50,022 12/31/2023
Private Wealth Strategies L.L.C.1,169,396$49,176 12/31/2023
     USMF1,169,396$49,176 12/31/2023
Great Valley Advisor Group Inc.559,871$23,544 12/31/2023
     USMF559,871$23,544 12/31/2023
Team Financial Group LLC329,553$13,859 12/31/2023
     USMF329,553$13,859 12/31/2023
Private Advisor Group LLC132,149$5,557 12/31/2023
     USMF132,149$5,557 12/31/2023
Cabot Wealth Management Inc.85,016$3,575 12/31/2023
     USMF85,016$3,575 12/31/2023
Raymond James & Associates75,342$3,508 03/31/2024
     USMF75,342$3,508 03/31/2024
Insight Advisors LLC PA80,846$3,400 12/31/2023
     USMF80,846$3,400 12/31/2023
Wells Fargo & Company MN80,280$3,376 12/31/2023
     USMF80,280$3,376 12/31/2023
Atria Investments LLC74,689$3,141 12/31/2023
     USMF74,689$3,141 12/31/2023
Smartleaf Asset Management LLC61,128$2,574 12/31/2023
     USMF61,128$2,574 12/31/2023
LPL Financial LLC55,971$2,354 12/31/2023
     USMF55,971$2,354 12/31/2023
Allworth Financial LP55,609$2,339 12/31/2023
     USMF55,609$2,339 12/31/2023
Envestnet Asset Management Inc.54,484$2,291 12/31/2023
     USMF54,484$2,291 12/31/2023
Stratos Wealth Partners LTD.45,356$2,112 03/31/2024
     USMF45,356$2,112 03/31/2024
KLR Investment Advisors LLC30,812$1,369 03/31/2024
     USMF30,812$1,369 03/31/2024
Financial Enhancement Group LLC28,453$1,270 03/31/2024
     USMF28,453$1,270 03/31/2024
Raymond James Financial Services Advisors Inc.26,474$1,233 03/31/2024
     USMF26,474$1,233 03/31/2024
JPMorgan Chase & Co.29,213$1,229 12/31/2023
     USMF29,213$1,229 12/31/2023
WCG Wealth Advisors LLC27,605$1,161 12/31/2023
     USMF27,605$1,161 12/31/2023
NBC Securities Inc.21,564$1,113 03/31/2024
     USMF21,564$1,113 03/31/2024
Advisor Group Holdings Inc.25,130$1,057 12/31/2023
     USMF25,130$1,057 12/31/2023
Susquehanna International Group LLP24,958$1,050 12/31/2023
     USMF24,958$1,050 12/31/2023
BIP Wealth LLC23,995$1,009 12/31/2023
     USMF23,995$1,009 12/31/2023
Bank of America Corp DE $1,005 12/31/2023
     Call23,900$1,005 12/31/2023
Goldman Sachs Group Inc.22,529$947 12/31/2023
     USMF22,529$947 12/31/2023
RFG Advisory LLC19,479$907 03/31/2024
     USMF19,479$907 03/31/2024
Patriot Financial Group Insurance Agency LLC21,423$901 12/31/2023
     USMF21,423$901 12/31/2023
Axxcess Wealth Management LLC15,272$642 12/31/2023
     USMF15,272$642 12/31/2023
Kestra Advisory Services LLC14,244$599 12/31/2023
     USMF14,244$599 12/31/2023
Morgan Stanley12,134$510 12/31/2023
     USMF12,134$510 12/31/2023
My Legacy Advisors LLC11,819$502 12/31/2023
     USMF11,819$502 12/31/2023
Cambridge Investment Research Advisors Inc.8,973$418 03/31/2024
     USMF8,973$418 03/31/2024
CoreCap Advisors LLC9,568$402 12/31/2023
     USMF9,568$402 12/31/2023
Thrivent Financial for Lutherans8,973$377 12/31/2023
     USMF8,973$377 12/31/2023
Signet Financial Management LLC6,265$292 03/31/2024
     USMF6,265$292 03/31/2024
Citadel Advisors LLC6,571$276 12/31/2023
     USMF6,571$276 12/31/2023
Northwestern Mutual Wealth Management Co.5,889$248 12/31/2023
     USMF5,889$248 12/31/2023
Cetera Advisor Networks LLC5,767$243 12/31/2023
     USMF5,767$243 12/31/2023
RMR Wealth Builders5,000$233 03/31/2024
     USMF5,000$233 03/31/2024
Huntington National Bank $190 12/31/2023
     USMF4,527$190 12/31/2023
     EXCHANGE TRADED3$0 12/31/2023
Harbour Investments Inc.3,493$147 12/31/2023
     USMF3,493$147 12/31/2023
Creative Financial Designs Inc. ADV2,827$119 12/31/2023
     USMF2,827$119 12/31/2023
Sunbelt Securities Inc.1,506$70 03/31/2024
     USMF1,506$70 03/31/2024
Capital Advisors Ltd. LLC465$22 03/31/2024
     USMF465$22 03/31/2024
Royal Bank of Canada479$21 12/31/2023
     USMF479$21 12/31/2023
Sound Income Strategies LLC $20 03/31/2024
     USMF432$20 03/31/2024
     FLOATNG RAT TREA1$0 03/31/2024
Migdal Insurance & Financial Holdings Ltd.230$10 12/31/2023
     USMF230$10 12/31/2023
Covestor Ltd190$8 12/31/2023
     USMF190$8 12/31/2023
GWM Advisors LLC75$3 12/31/2023
     USMF75$3 12/31/2023
FMR LLC1$0 12/31/2023
     USMF1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     USMF0$0 12/31/2023

See Summary: Institutional Holders of USMF
See Details: Top 10 Hedge Funds Holding USMF
Also See: USMF Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree USMF Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding USMF | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.