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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
HighTower Advisors LLC | 1,189,291 | $50,022 | 12/31/2023 |
USMF | 1,189,291 | $50,022 | 12/31/2023 |
Private Wealth Strategies L.L.C. | 1,169,396 | $49,176 | 12/31/2023 |
USMF | 1,169,396 | $49,176 | 12/31/2023 |
Great Valley Advisor Group Inc. | 559,871 | $23,544 | 12/31/2023 |
USMF | 559,871 | $23,544 | 12/31/2023 |
Team Financial Group LLC | 329,553 | $13,859 | 12/31/2023 |
USMF | 329,553 | $13,859 | 12/31/2023 |
Private Advisor Group LLC | 132,149 | $5,557 | 12/31/2023 |
USMF | 132,149 | $5,557 | 12/31/2023 |
Cabot Wealth Management Inc. | 85,016 | $3,575 | 12/31/2023 |
USMF | 85,016 | $3,575 | 12/31/2023 |
Raymond James & Associates | 75,342 | $3,508 | 03/31/2024 |
USMF | 75,342 | $3,508 | 03/31/2024 |
Insight Advisors LLC PA | 80,846 | $3,400 | 12/31/2023 |
USMF | 80,846 | $3,400 | 12/31/2023 |
Wells Fargo & Company MN | 80,280 | $3,376 | 12/31/2023 |
USMF | 80,280 | $3,376 | 12/31/2023 |
Atria Investments LLC | 74,689 | $3,141 | 12/31/2023 |
USMF | 74,689 | $3,141 | 12/31/2023 |
Smartleaf Asset Management LLC | 61,128 | $2,574 | 12/31/2023 |
USMF | 61,128 | $2,574 | 12/31/2023 |
LPL Financial LLC | 55,971 | $2,354 | 12/31/2023 |
USMF | 55,971 | $2,354 | 12/31/2023 |
Allworth Financial LP | 55,609 | $2,339 | 12/31/2023 |
USMF | 55,609 | $2,339 | 12/31/2023 |
Envestnet Asset Management Inc. | 54,484 | $2,291 | 12/31/2023 |
USMF | 54,484 | $2,291 | 12/31/2023 |
Stratos Wealth Partners LTD. | 45,356 | $2,112 | 03/31/2024 |
USMF | 45,356 | $2,112 | 03/31/2024 |
KLR Investment Advisors LLC | 30,812 | $1,369 | 03/31/2024 |
USMF | 30,812 | $1,369 | 03/31/2024 |
Financial Enhancement Group LLC | 28,453 | $1,270 | 03/31/2024 |
USMF | 28,453 | $1,270 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 26,474 | $1,233 | 03/31/2024 |
USMF | 26,474 | $1,233 | 03/31/2024 |
JPMorgan Chase & Co. | 29,213 | $1,229 | 12/31/2023 |
USMF | 29,213 | $1,229 | 12/31/2023 |
WCG Wealth Advisors LLC | 27,605 | $1,161 | 12/31/2023 |
USMF | 27,605 | $1,161 | 12/31/2023 |
NBC Securities Inc. | 21,564 | $1,113 | 03/31/2024 |
USMF | 21,564 | $1,113 | 03/31/2024 |
Advisor Group Holdings Inc. | 25,130 | $1,057 | 12/31/2023 |
USMF | 25,130 | $1,057 | 12/31/2023 |
Susquehanna International Group LLP | 24,958 | $1,050 | 12/31/2023 |
USMF | 24,958 | $1,050 | 12/31/2023 |
BIP Wealth LLC | 23,995 | $1,009 | 12/31/2023 |
USMF | 23,995 | $1,009 | 12/31/2023 |
Bank of America Corp DE | $1,005 | 12/31/2023 | |
Call | 23,900 | $1,005 | 12/31/2023 |
Goldman Sachs Group Inc. | 22,529 | $947 | 12/31/2023 |
USMF | 22,529 | $947 | 12/31/2023 |
RFG Advisory LLC | 19,479 | $907 | 03/31/2024 |
USMF | 19,479 | $907 | 03/31/2024 |
Patriot Financial Group Insurance Agency LLC | 21,423 | $901 | 12/31/2023 |
USMF | 21,423 | $901 | 12/31/2023 |
Axxcess Wealth Management LLC | 15,272 | $642 | 12/31/2023 |
USMF | 15,272 | $642 | 12/31/2023 |
Kestra Advisory Services LLC | 14,244 | $599 | 12/31/2023 |
USMF | 14,244 | $599 | 12/31/2023 |
Morgan Stanley | 12,134 | $510 | 12/31/2023 |
USMF | 12,134 | $510 | 12/31/2023 |
My Legacy Advisors LLC | 11,819 | $502 | 12/31/2023 |
USMF | 11,819 | $502 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 8,973 | $418 | 03/31/2024 |
USMF | 8,973 | $418 | 03/31/2024 |
CoreCap Advisors LLC | 9,568 | $402 | 12/31/2023 |
USMF | 9,568 | $402 | 12/31/2023 |
Thrivent Financial for Lutherans | 8,973 | $377 | 12/31/2023 |
USMF | 8,973 | $377 | 12/31/2023 |
Signet Financial Management LLC | 6,265 | $292 | 03/31/2024 |
USMF | 6,265 | $292 | 03/31/2024 |
Citadel Advisors LLC | 6,571 | $276 | 12/31/2023 |
USMF | 6,571 | $276 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 5,889 | $248 | 12/31/2023 |
USMF | 5,889 | $248 | 12/31/2023 |
Cetera Advisor Networks LLC | 5,767 | $243 | 12/31/2023 |
USMF | 5,767 | $243 | 12/31/2023 |
RMR Wealth Builders | 5,000 | $233 | 03/31/2024 |
USMF | 5,000 | $233 | 03/31/2024 |
Huntington National Bank | $190 | 12/31/2023 | |
USMF | 4,527 | $190 | 12/31/2023 |
EXCHANGE TRADED | 3 | $0 | 12/31/2023 |
Harbour Investments Inc. | 3,493 | $147 | 12/31/2023 |
USMF | 3,493 | $147 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 2,827 | $119 | 12/31/2023 |
USMF | 2,827 | $119 | 12/31/2023 |
Sunbelt Securities Inc. | 1,506 | $70 | 03/31/2024 |
USMF | 1,506 | $70 | 03/31/2024 |
Capital Advisors Ltd. LLC | 465 | $22 | 03/31/2024 |
USMF | 465 | $22 | 03/31/2024 |
Royal Bank of Canada | 479 | $21 | 12/31/2023 |
USMF | 479 | $21 | 12/31/2023 |
Sound Income Strategies LLC | $20 | 03/31/2024 | |
USMF | 432 | $20 | 03/31/2024 |
FLOATNG RAT TREA | 1 | $0 | 03/31/2024 |
Migdal Insurance & Financial Holdings Ltd. | 230 | $10 | 12/31/2023 |
USMF | 230 | $10 | 12/31/2023 |
Covestor Ltd | 190 | $8 | 12/31/2023 |
USMF | 190 | $8 | 12/31/2023 |
GWM Advisors LLC | 75 | $3 | 12/31/2023 |
USMF | 75 | $3 | 12/31/2023 |
FMR LLC | 1 | $0 | 12/31/2023 |
USMF | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
USMF | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of USMF
See Details: Top 10 Hedge Funds Holding USMF
Also See: USMF Holdings Changes
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