HoldingsChannel.com
Funds Holding USRT
HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.2,612,256$142,603 12/31/2019
     USRT2,612,256$142,603 12/31/2019
Charles Schwab Investment Advisory Inc.2,538,812$138,593 12/31/2019
     USRT2,538,812$138,593 12/31/2019
DiMeo Schneider & Associates L.L.C.669,856$36,567 12/31/2019
     USRT669,856$36,567 12/31/2019
Envestnet Asset Management Inc.578,158$31,562 12/31/2019
     USRT578,158$31,562 12/31/2019
Victory Capital Management Inc.494,280$26,983 12/31/2019
     USRT494,280$26,983 12/31/2019
JOYN Advisors Inc.475,348$25,949 12/31/2019
     USRT475,348$25,949 12/31/2019
Wells Fargo & Company MN386,858$21,118 12/31/2019
     USRT386,858$21,118 12/31/2019
Thrivent Financial for Lutherans344,171$18,788 12/31/2019
     USRT344,171$18,788 12/31/2019
Compass Ion Advisors LLC329,916$18,010 12/31/2019
     USRT329,916$18,010 12/31/2019
Morgan Stanley322,736$17,618 12/31/2019
     USRT322,736$17,618 12/31/2019
Bank of America Corp DE297,655$16,249 12/31/2019
     USRT297,655$16,249 12/31/2019
Barber Financial Group Inc.287,182$15,677 12/31/2019
     USRT287,182$15,677 12/31/2019
FormulaFolio Investments LLC276,373$15,087 12/31/2019
     USRT276,373$15,087 12/31/2019
Atlantic Union Bankshares Corp245,580$13,406 12/31/2019
     USRT245,580$13,406 12/31/2019
PNC Financial Services Group Inc.212,859$11,620 12/31/2019
     USRT212,859$11,620 12/31/2019
Highland Private Wealth Management202,444$11,051 12/31/2019
     USRT202,444$11,051 12/31/2019
McCutchen Group LLC197,910$10,804 12/31/2019
     USRT197,910$10,804 12/31/2019
Pure Financial Advisors Inc.193,849$10,582 12/31/2019
     USRT193,849$10,582 12/31/2019
Creative Planning178,462$9,742 12/31/2019
     USRT178,462$9,742 12/31/2019
Pacific Financial Group Inc.167,595$9,149 12/31/2019
     USRT167,595$9,149 12/31/2019
LPL Financial LLC155,524$8,490 12/31/2019
     USRT155,524$8,490 12/31/2019
AlphaStar Capital Management LLC154,980$8,460 12/31/2019
     USRT154,980$8,460 12/31/2019
ERn Financial LLC150,556$8,219 12/31/2019
     USRT150,556$8,219 12/31/2019
S. R. Schill & Associates142,889$7,800 12/31/2019
     USRT142,889$7,800 12/31/2019
Peterson Wealth Advisors LLC142,354$7,771 12/31/2019
     USRT142,354$7,771 12/31/2019
Mercer Global Advisors Inc. ADV134,614$7,349 12/31/2019
     USRT134,614$7,349 12/31/2019
Horan Securities Inc.133,224$7,273 12/31/2019
     USRT133,224$7,273 12/31/2019
Blueprint Investment Partners LLC130,505$7,124 12/31/2019
     USRT130,505$7,124 12/31/2019
Pasadena Private Wealth LLC121,198$6,616 12/31/2019
     USRT121,198$6,616 12/31/2019
Karp Capital Management Corp103,825$5,668 12/31/2019
     USRT103,825$5,668 12/31/2019
Ellenbecker Investment Group143,744$5,630 03/31/2020
     USRT143,744$5,630 03/31/2020
Eqis Capital Management Inc.99,604$5,437 12/31/2019
     USRT99,604$5,437 12/31/2019
Ladenburg Thalmann Financial Services Inc.90,946$4,531 12/31/2019
     USRT90,946$4,531 12/31/2019
MV Capital Management Inc.82,227$4,489 12/31/2019
     USRT82,227$4,489 12/31/2019
Raymond James Financial Services Advisors Inc.81,692$4,460 12/31/2019
     USRT81,692$4,460 12/31/2019
Belpointe Asset Management LLC77,936$4,254 12/31/2019
     USRT77,936$4,254 12/31/2019
Royal Bank of Canada76,569$4,180 12/31/2019
     USRT76,569$4,180 12/31/2019
Northwestern Mutual Wealth Management Co.74,935$4,091 12/31/2019
     USRT74,935$4,091 12/31/2019
JPMorgan Chase & Co.74,521$4,068 12/31/2019
     USRT74,521$4,068 12/31/2019
Commonwealth Equity Services LLC71,582$3,907 12/31/2019
     USRT71,582$3,907 12/31/2019
Ameriprise Financial Inc.64,209$3,505 12/31/2019
     USRT64,209$3,505 12/31/2019
Wrapmanager Inc.63,798$3,483 12/31/2019
     USRT63,798$3,483 12/31/2019
McNaughton Wealth Management LLC62,960$3,443 12/31/2019
     USRT62,960$3,443 12/31/2019
Strategic Blueprint LLC61,349$3,349 12/31/2019
     USRT61,349$3,349 12/31/2019
Moisand Fitzgerald Tamayo LLC57,925$3,162 12/31/2019
     USRT57,925$3,162 12/31/2019
Foresight Wealth Management LLC55,839$3,048 12/31/2019
     USRT55,839$3,048 12/31/2019
Biltmore Wealth Management LLC55,279$3,018 12/31/2019
     USRT55,279$3,018 12/31/2019
Sigma Planning Corp53,446$2,918 12/31/2019
     USRT53,446$2,918 12/31/2019
RDA Financial Network51,904$2,903 12/31/2019
     USRT51,904$2,903 12/31/2019
IFP Advisors Inc53,493$2,891 12/31/2019
     USRT53,493$2,891 12/31/2019
J.W. Cole Advisors Inc.52,819$2,883 12/31/2019
     USRT52,819$2,883 12/31/2019
Moneta Group Investment Advisors LLC52,299$2,855 12/31/2019
     USRT52,299$2,855 12/31/2019
Managed Account Services Inc.50,388$2,712 12/31/2019
     USRT50,388$2,712 12/31/2019
Comerica Bank46,184$2,582 12/31/2019
     USRT46,184$2,582 12/31/2019
Foster Victor Wealth Advisors LLC47,427$2,559 12/31/2019
     USRT47,427$2,559 12/31/2019
Susquehanna International Group LLP46,392$2,533 12/31/2019
     USRT46,392$2,533 12/31/2019
TPG Financial Advisors LLC46,343$2,530 12/31/2019
     USRT46,343$2,530 12/31/2019
AE Wealth Management LLC43,455$2,372 12/31/2019
     USRT43,455$2,372 12/31/2019
Mitsubishi UFJ Asset Management UK Ltd.43,300$2,364 12/31/2019
     USRT43,300$2,364 12/31/2019
HighTower Advisors LLC43,122$2,356 12/31/2019
     USRT43,122$2,356 12/31/2019
Fure Financial Corp41,650$2,273 12/31/2019
     USRT41,650$2,273 12/31/2019
Baird Financial Group Inc.39,901$2,178 12/31/2019
     USRT39,901$2,178 12/31/2019
Kingsview Wealth Management LLC39,688$2,167 12/31/2019
     USRT39,688$2,167 12/31/2019
SigFig Wealth Management LLC37,496$2,047 12/31/2019
     USRT37,496$2,047 12/31/2019
GWM Advisors LLC37,281$2,035 12/31/2019
     USRT37,281$2,035 12/31/2019
Voloridge Investment Management LLC34,078$1,860 12/31/2019
     USRT34,078$1,860 12/31/2019
D. Scott Neal Inc.32,512$1,775 12/31/2019
     USRT32,512$1,775 12/31/2019
Hayden Royal LLC30,056$1,743 12/31/2019
     USRT30,056$1,743 12/31/2019
Fairview Capital Investment Management LLC31,300$1,708 12/31/2019
     USRT31,300$1,708 12/31/2019
Creative Financial Designs Inc. ADV31,334$1,681 12/31/2019
     USRT31,334$1,681 12/31/2019
Ironsides Asset Advisors LLC29,500$1,610 12/31/2019
     USRT29,500$1,610 12/31/2019
HBW Advisory Services LLC29,811$1,609 12/31/2019
     USRT29,811$1,609 12/31/2019
Aveo Capital Partners LLC29,297$1,599 12/31/2019
     USRT29,297$1,599 12/31/2019
Sawtooth Solutions LLC28,417$1,551 12/31/2019
     USRT28,417$1,551 12/31/2019
AdvisorNet Financial Inc27,930$1,525 12/31/2019
     USRT27,930$1,525 12/31/2019
Bank OZK27,550$1,504 12/31/2019
     USRT27,550$1,504 12/31/2019
Armbruster Capital Management Inc.27,529$1,503 12/31/2019
     USRT27,529$1,503 12/31/2019
Lido Advisors LLC26,965$1,472 12/31/2019
     USRT26,965$1,472 12/31/2019
First Allied Advisory Services Inc.26,832$1,462 12/31/2019
     USRT26,832$1,462 12/31/2019
Goldman Sachs Group Inc.25,649$1,400 12/31/2019
     USRT25,649$1,400 12/31/2019
Acropolis Investment Management LLC25,355$1,384 12/31/2019
     USRT25,355$1,384 12/31/2019
US Bancorp DE25,307$1,382 12/31/2019
     USRT25,307$1,382 12/31/2019
Change Path LLC24,595$1,343 12/31/2019
     USRT24,595$1,343 12/31/2019
Columbus Macro LLC24,434$1,334 12/31/2019
     USRT24,434$1,334 12/31/2019
Captrust Financial Advisors24,630$1,322 12/31/2019
     USRT24,630$1,322 12/31/2019
StrategIQ Financial Group LLC24,132$1,317 12/31/2019
     USRT24,132$1,317 12/31/2019
Advisor Group Inc.23,549$1,286 12/31/2019
     USRT23,549$1,286 12/31/2019
UBS Group AG22,861$1,248 12/31/2019
     USRT22,861$1,248 12/31/2019
Tower Research Capital LLC TRC 22,400$1,223 12/31/2019
     USRT22,400$1,223 12/31/2019
Equitable Holdings Inc.20,740$1,132 12/31/2019
     USRT20,740$1,132 12/31/2019
Kalos Management Inc.20,565$1,122 12/31/2019
     USRT20,565$1,122 12/31/2019
Private Advisor Group LLC20,518$1,120 12/31/2019
     USRT20,518$1,120 12/31/2019
Comprehensive Portfolio Management LLC20,357$1,111 12/31/2019
     USRT20,357$1,111 12/31/2019
Valtinson Bruner Financial Planning LLC19,941$1,084 12/31/2019
     USRT19,941$1,084 12/31/2019
Garrett Wealth Advisory Group LLC19,338$1,060 12/31/2019
     USRT19,338$1,060 12/31/2019
Northern Oak Wealth Management Inc.19,128$1,044 12/31/2019
     USRT19,128$1,044 12/31/2019
Windsor Capital Management LLC18,094$987 12/31/2019
     USRT18,094$987 12/31/2019
Cordasco Financial Network17,256$942 12/31/2019
     USRT17,256$942 12/31/2019
MCF Advisors LLC16,505$901 12/31/2019
     USRT16,505$901 12/31/2019
LifePlan Financial Group Inc16,389$895 12/31/2019
     USRT16,389$895 12/31/2019
Charles Schwab Trust Co16,237$886 12/31/2019
     USRT16,237$886 12/31/2019
Focused Wealth Management Inc15,929$870 12/31/2019
     USRT15,929$870 12/31/2019
Citadel Advisors LLC15,630$853 12/31/2019
     USRT15,630$853 12/31/2019
Independent Advisor Alliance15,251$833 12/31/2019
     USRT15,251$833 12/31/2019
Advisory Services Network LLC14,294$780 12/31/2019
     USRT14,294$780 12/31/2019
Aurora Investment Managers LLC.14,249$778 12/31/2019
     USRT14,249$778 12/31/2019
Institutional & Family Asset Management LLC13,175$719 12/31/2019
     USRT13,175$719 12/31/2019
Financial Strategies Group Inc.13,106$715 12/31/2019
     USRT13,106$715 12/31/2019
Brinker Capital Inc.12,833$701 12/31/2019
     USRT12,833$701 12/31/2019
Wealth Enhancement & Preservation of GA LLC12,520$663 12/31/2019
     USRT12,520$663 12/31/2019
Atria Investments LLC11,683$638 12/31/2019
     USRT11,683$638 12/31/2019
Sunbelt Securities Inc.45$617 12/31/2019
     USRT45$617 12/31/2019
Mission Wealth Management LP11,264$615 12/31/2019
     USRT11,264$615 12/31/2019
Sequoia Financial Advisors LLC11,232$613 12/31/2019
     USRT11,232$613 12/31/2019
Mutual Advisors LLC10,485$572 12/31/2019
     USRT10,485$572 12/31/2019
RFG Advisory LLC10,411$568 12/31/2019
     USRT10,411$568 12/31/2019
GeoWealth Management LLC9,702$530 12/31/2019
     USRT9,702$530 12/31/2019
Roundview Capital LLC9,318$509 12/31/2019
     USRT9,318$509 12/31/2019
Jaffetilchin Investment Partners LLC8,968$490 12/31/2019
     USRT8,968$490 12/31/2019
Pinnacle Advisory Group Inc.8,970$490 12/31/2019
     USRT8,970$490 12/31/2019
Anchor Capital Advisors LLC8,368$457 12/31/2019
     USRT8,368$457 12/31/2019
BEAM Asset Management LLC8,248$450 12/31/2019
     USRT8,248$450 12/31/2019
Institute for Wealth Management LLC.8,144$445 12/31/2019
     USRT8,144$445 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC11,147$436 03/31/2020
     USRT11,147$436 03/31/2020
Bell Rock Capital LLC7,897$430 12/31/2019
     USRT7,897$430 12/31/2019
Alesco Advisors LLC7,849$428 12/31/2019
     USRT7,849$428 12/31/2019
Coyle Financial Counsel LLC7,710$421 12/31/2019
     USRT7,710$421 12/31/2019
Acorn Financial Advisory Services Inc. ADV7,686$417 12/31/2019
     USRT7,686$417 12/31/2019
Dorsey & Whitney Trust CO LLC7,498$409 12/31/2019
     USRT7,498$409 12/31/2019
MML Investors Services LLC7,069$386 12/31/2019
     USRT7,069$386 12/31/2019
Truist Financial Corp6,814$372 12/31/2019
     USRT6,814$372 12/31/2019
Sailer Financial LLC6,700$366 12/31/2019
     USRT6,700$366 12/31/2019
Global Strategic Investment Solutions LLC6,590$360 12/31/2019
     USRT6,590$360 12/31/2019
Quad Cities Investment Group LLC6,373$346 12/31/2019
     USRT6,373$346 12/31/2019
WT Wealth Management6,300$343 12/31/2019
     USRT6,300$343 12/31/2019
Marshall Financial Group Inc. ADV6,243$341 12/31/2019
     USRT6,243$341 12/31/2019
Raymond James & Associates6,205$339 12/31/2019
     USRT6,205$339 12/31/2019
Cetera Advisor Networks LLC5,957$322 12/31/2019
     USRT5,957$322 12/31/2019
Arkansas Financial Group Inc.5,861$319 12/31/2019
     USRT5,861$319 12/31/2019
Davidson Investment Advisors5,599$306 12/31/2019
     USRT5,599$306 12/31/2019
United Capital Financial Advisers LLC5,341$292 12/31/2019
     USRT5,341$292 12/31/2019
Cambridge Investment Research Advisors Inc.5,211$284 12/31/2019
     USRT5,211$284 12/31/2019
Sanctuary Wealth Management L.L.C.5,019$274 12/31/2019
     USRT5,019$274 12/31/2019
Emerald Investment Partners LLC4,981$272 12/31/2019
     USRT4,981$272 12/31/2019
Avalon Investment & Advisory4,949$270 12/31/2019
     USRT4,949$270 12/31/2019
Cetera Advisors LLC4,619$252 12/31/2019
     USRT4,619$252 12/31/2019
Prospera Financial Services Inc4,484$245 12/31/2019
     USRT4,484$245 12/31/2019
Patriot Financial Group Insurance Agency LLC4,305$235 12/31/2019
     USRT4,305$235 12/31/2019
Halbert Hargrove Global Advisors LLC4,125$225 12/31/2019
     USRT4,125$225 12/31/2019
Capital Advisors Ltd. LLC4,111$224 12/31/2019
     USRT4,111$224 12/31/2019
Jackson Grant Investment Advisers Inc.4,091$223 12/31/2019
     USRT4,091$223 12/31/2019
Tranquility Partners LLC4,000$218 12/31/2019
     USRT4,000$218 12/31/2019
Kohmann Bosshard Financial Services LLC3,967$217 12/31/2019
     USRT3,967$217 12/31/2019
SkyOak Wealt LLC3,784$207 12/31/2019
     USRT3,784$207 12/31/2019
Frontier Investment Mgmt Co.3,676$201 12/31/2019
     USRT3,676$201 12/31/2019
Plante Moran Financial Advisors LLC2,949$161 12/31/2019
     USRT2,949$161 12/31/2019
AlphaMark Advisors LLC $129 12/31/2019
     ETF2,402$107 12/31/2019
     USRT400$22 12/31/2019
Pinebridge Investments L.P.2,000$109 12/31/2019
     USRT2,000$109 12/31/2019
Center for Financial Planning Inc.2,000$109 12/31/2019
     USRT2,000$109 12/31/2019
Ellis Investment Partners LLC1,933$103 12/31/2019
     USRT1,933$103 12/31/2019
Sowell Financial Services LLC1,632$89 12/31/2019
     USRT1,632$89 12/31/2019
City Holding Co.1,609$88 12/31/2019
     USRT1,609$88 12/31/2019
Verus Capital Partners LLC1,523$83 12/31/2019
     USRT1,523$83 12/31/2019
NEXT Financial Group Inc1,381$75 12/31/2019
     USRT1,381$75 12/31/2019
Permanens Capital L.P.1,275$70 12/31/2019
     USRT1,275$70 12/31/2019
Allworth Financial LP1,195$65 12/31/2019
     USRT1,195$65 12/31/2019
Tarbox Family Office Inc.1,148$63 12/31/2019
     USRT1,148$63 12/31/2019
Certified Advisory Corp1,136$62 12/31/2019
     USRT1,136$62 12/31/2019
Sofos Investments Inc.1,088$55 12/31/2019
     USRT1,088$55 12/31/2019
Steward Partners Investment Advisory LLC983$53 12/31/2019
     USRT983$53 12/31/2019
FMR LLC767$42 12/31/2019
     USRT767$42 12/31/2019
Archer Investment Corp692$38 12/31/2019
     USRT692$38 12/31/2019
OLD Second National Bank of Aurora662$36 12/31/2019
     USRT662$36 12/31/2019
Wealthcare Advisory Partners LLC655$36 12/31/2019
     USRT655$36 12/31/2019
Valeo Financial Advisors LLC650$35 12/31/2019
     USRT650$35 12/31/2019
Lowe Wealth Advisors LLC610$33 12/31/2019
     USRT610$33 12/31/2019
Capital Asset Advisory Services LLC583$33 12/31/2019
     USRT583$33 12/31/2019
Hoey Investments Inc.450$25 12/31/2019
     USRT450$25 12/31/2019
Vigilant Capital Management LLC388$21 12/31/2019
     USRT388$21 12/31/2019
Bray Capital Advisors310$17 12/31/2019
     USRT310$17 12/31/2019
Squar Milner Financial Services LLC320$17 12/31/2019
     USRT320$17 12/31/2019
Weaver Consulting Group291$16 12/31/2019
     USRT291$16 12/31/2019
Fifth Third Bancorp238$13 12/31/2019
     USRT238$13 12/31/2019
Trust Co. of Vermont225$12 12/31/2019
     USRT225$12 12/31/2019
Proequities Inc.207$11 12/31/2019
     USRT207$11 12/31/2019
Pacifica Partners Inc.200$11 12/31/2019
     USRT200$11 12/31/2019
CWM LLC253$10 12/31/2019
     USRT253$10 12/31/2019
Howe & Rusling Inc.121$7 12/31/2019
     USRT121$7 12/31/2019
Litman Gregory Asset Management LLC127$7 12/31/2019
     USRT127$7 12/31/2019
MUFG Americas Holdings Corp89$5 12/31/2019
     USRT89$5 12/31/2019
Tortoise Investment Management LLC95$5 12/31/2019
     USRT95$5 12/31/2019
Ellevest Inc.96$5 12/31/2019
     USRT96$5 12/31/2019
Citigroup Inc.70$4 12/31/2019
     USRT70$4 12/31/2019
Lee Financial Co73$4 12/31/2019
     USRT73$4 12/31/2019
Raab & Moskowitz Asset Management LLC88$4 12/31/2019
     USRT88$4 12/31/2019
Capital Investment Advisory Services LLC70$4 12/31/2019
     USRT70$4 12/31/2019
Laurel Wealth Advisors LLC48$3 12/31/2019
     USRT48$3 12/31/2019
Harbor Investment Advisory LLC35$2 12/31/2019
     USRT35$2 12/31/2019
Financial Advisory Service Inc.30$2 12/31/2019
     USRT30$2 12/31/2019
Larson Financial Group LLC39$2 12/31/2019
     USRT39$2 12/31/2019
Howard Wealth Management LLC50$2 12/31/2019
     USRT50$2 12/31/2019
TCI Wealth Advisors Inc.12$1 12/31/2019
     USRT12$1 12/31/2019
Huntington National Bank1$0 12/31/2019
     USRT1$0 12/31/2019
Carroll Financial Associates Inc.10$0 12/31/2019
     USRT10$0 12/31/2019
FTB Advisors Inc.8$0 12/31/2019
     USRT8$0 12/31/2019
Brand Asset Management Group Inc.4$0 12/31/2019
     USRT4$0 12/31/2019
Tobias Financial Advisors Inc.2$0 12/31/2019
     USRT2$0 12/31/2019

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

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