HoldingsChannel.com
Funds Holding USRT
HolderAmountPosition Size
($ in 1000's)
 As of
Mitsubishi UFJ Asset Management UK Ltd.45,200$253,330 06/30/2019
     USRT45,200$253,330 06/30/2019
Charles Schwab Investment Advisory Inc.2,760,538$143,603 06/30/2019
     USRT2,760,538$143,603 06/30/2019
BlackRock Inc.2,035,498$105,887 06/30/2019
     USRT2,035,498$105,887 06/30/2019
United Services Automobile Association1,023,720$53,254 06/30/2019
     USRT1,023,720$53,254 06/30/2019
DiMeo Schneider & Associates L.L.C.576,914$30,011 06/30/2019
     USRT576,914$30,011 06/30/2019
JOYN Advisors Inc.472,415$24,485 06/30/2019
     USRT472,415$24,485 06/30/2019
Barber Financial Group Inc.457,835$23,817 06/30/2019
     USRT457,835$23,817 06/30/2019
Envestnet Asset Management Inc.362,778$20,152 09/30/2019
     USRT362,778$20,152 09/30/2019
Townsquare Capital LLC377,781$19,966 06/30/2019
     USRT377,781$19,966 06/30/2019
Morgan Stanley370,122$19,254 06/30/2019
     USRT370,122$19,254 06/30/2019
Wells Fargo & Company MN362,830$18,875 06/30/2019
     USRT362,830$18,875 06/30/2019
Atlantic Union Bankshares Corp336,662$18,701 09/30/2019
     USRT336,662$18,701 09/30/2019
FormulaFolio Investments LLC237,852$13,213 09/30/2019
     USRT237,852$13,213 09/30/2019
Pure Financial Advisors Inc.197,597$10,977 09/30/2019
     USRT197,597$10,977 09/30/2019
Thrivent Financial for Lutherans190,298$9,899 06/30/2019
     USRT190,298$9,899 06/30/2019
AlphaStar Capital Management LLC183,852$9,564 06/30/2019
     USRT183,852$9,564 06/30/2019
Jane Street Group LLC159,440$8,294 06/30/2019
     USRT159,440$8,294 06/30/2019
Peterson Wealth Advisors LLC141,428$7,856 09/30/2019
     USRT141,428$7,856 09/30/2019
Bank of America Corp DE149,559$7,780 06/30/2019
     USRT149,559$7,780 06/30/2019
Pacific Financial Group Inc.144,713$7,528 09/30/2019
     USRT144,713$7,528 09/30/2019
Horan Securities Inc.125,984$6,998 09/30/2019
     USRT125,984$6,998 09/30/2019
Ladenburg Thalmann Financial Services Inc.133,169$6,927 06/30/2019
     USRT133,169$6,927 06/30/2019
Pasadena Private Wealth LLC121,652$6,758 09/30/2019
     USRT121,652$6,758 09/30/2019
Ellenbecker Investment Group118,573$6,587 09/30/2019
     USRT118,573$6,587 09/30/2019
Creative Planning121,972$6,345 06/30/2019
     USRT121,972$6,345 06/30/2019
Ameriprise Financial Inc.111,720$5,812 06/30/2019
     USRT111,720$5,812 06/30/2019
Eqis Capital Management Inc.108,985$5,669 06/30/2019
     USRT108,985$5,669 06/30/2019
LPL Financial LLC107,911$5,614 06/30/2019
     USRT107,911$5,614 06/30/2019
Highland Private Wealth Management103,420$5,380 06/30/2019
     USRT103,420$5,380 06/30/2019
McCutchen Group LLC92,917$4,834 06/30/2019
     USRT92,917$4,834 06/30/2019
S. R. Schill & Associates82,843$4,309 06/30/2019
     USRT82,843$4,309 06/30/2019
Managed Account Services Inc.75,457$4,183 09/30/2019
     USRT75,457$4,183 09/30/2019
Aveo Capital Partners LLC77,102$4,052 06/30/2019
     USRT77,102$4,052 06/30/2019
MV Capital Management Inc.75,988$3,953 06/30/2019
     USRT75,988$3,953 06/30/2019
ERn Financial LLC71,921$3,741 06/30/2019
     USRT71,921$3,741 06/30/2019
JPMorgan Chase & Co.63,144$3,264 06/30/2019
     USRT63,144$3,264 06/30/2019
Wrapmanager Inc.58,759$3,057 06/30/2019
     USRT58,759$3,057 06/30/2019
Moisand Fitzgerald Tamayo LLC55,704$2,898 06/30/2019
     USRT55,704$2,898 06/30/2019
RDA Financial Network54,123$2,893 06/30/2019
     USRT54,123$2,893 06/30/2019
Foresight Wealth Management LLC53,792$2,798 06/30/2019
     USRT53,792$2,798 06/30/2019
Strategic Blueprint LLC49,435$2,746 09/30/2019
     USRT49,435$2,746 09/30/2019
Commonwealth Equity Services LLC52,279$2,719 06/30/2019
     USRT52,279$2,719 06/30/2019
Royal Bank of Canada52,169$2,714 06/30/2019
     USRT52,169$2,714 06/30/2019
Moneta Group Investment Advisors LLC14,287$2,668 06/30/2019
     USRT14,287$2,668 06/30/2019
TPG Financial Advisors LLC44,381$2,465 09/30/2019
     USRT44,381$2,465 09/30/2019
Sigma Planning Corp44,519$2,316 06/30/2019
     USRT44,519$2,316 06/30/2019
HAP Trading LLC43,802$2,279 06/30/2019
     USRT43,802$2,279 06/30/2019
Mercer Global Advisors Inc. ADV43,691$2,273 06/30/2019
     USRT43,691$2,273 06/30/2019
SigFig Wealth Management LLC36,803$1,914 06/30/2019
     USRT36,803$1,914 06/30/2019
Mariner LLC35,280$1,835 06/30/2019
     USRT35,280$1,835 06/30/2019
Chessman Wealth Strategies RIA34,536$1,828 06/30/2019
     USRT34,536$1,828 06/30/2019
Captrust Financial Advisors34,202$1,779 06/30/2019
     USRT34,202$1,779 06/30/2019
First Allied Advisory Services Inc.34,100$1,774 06/30/2019
     USRT34,100$1,774 06/30/2019
Baird Financial Group Inc.32,838$1,708 06/30/2019
     USRT32,838$1,708 06/30/2019
Fairview Capital Investment Management LLC31,300$1,628 06/30/2019
     USRT31,300$1,628 06/30/2019
Advisor Group Inc.31,271$1,628 06/30/2019
     USRT31,271$1,628 06/30/2019
AdvisorNet Financial Inc29,205$1,622 09/30/2019
     USRT29,205$1,622 09/30/2019
Creative Financial Designs Inc. ADV28,213$1,549 09/30/2019
     USRT28,213$1,549 09/30/2019
Acropolis Investment Management LLC27,680$1,538 09/30/2019
     USRT27,680$1,538 09/30/2019
HighTower Advisors LLC29,525$1,537 06/30/2019
     USRT29,525$1,537 06/30/2019
Ironsides Asset Advisors LLC29,500$1,535 06/30/2019
     USRT29,500$1,535 06/30/2019
Cambridge Investment Research Advisors Inc.28,737$1,495 06/30/2019
     USRT28,737$1,495 06/30/2019
Armbruster Capital Management Inc.27,779$1,445 06/30/2019
     USRT27,779$1,445 06/30/2019
Columbus Macro LLC25,758$1,431 09/30/2019
     USRT25,758$1,431 09/30/2019
HBW Advisory Services LLC22,774$1,260 09/30/2019
     USRT22,774$1,260 09/30/2019
Advisory Services Network LLC23,130$1,203 06/30/2019
     USRT23,130$1,203 06/30/2019
Bank OZK22,352$1,162 06/30/2019
     USRT22,352$1,162 06/30/2019
Comprehensive Portfolio Management LLC20,401$1,133 09/30/2019
     USRT20,401$1,133 09/30/2019
UBS Group AG20,577$1,070 06/30/2019
     USRT20,577$1,070 06/30/2019
AXA20,360$1,059 06/30/2019
     USRT20,360$1,059 06/30/2019
Valtinson Bruner Financial Planning LLC18,950$1,050 09/30/2019
     USRT18,950$1,050 09/30/2019
Northern Oak Wealth Management Inc.19,798$1,030 06/30/2019
     USRT19,798$1,030 06/30/2019
Kalos Management Inc.22,002$999 06/30/2019
     USRT22,002$999 06/30/2019
Cordasco Financial Network16,681$927 09/30/2019
     USRT16,681$927 09/30/2019
Garrett Wealth Advisory Group LLC16,528$918 09/30/2019
     USRT16,528$918 09/30/2019
MCF Advisors LLC16,505$917 09/30/2019
     USRT16,505$917 09/30/2019
LifePlan Financial Group Inc14,842$824 09/30/2019
     USRT14,842$824 09/30/2019
Hayden Royal LLC13,717$730 06/30/2019
     USRT13,717$730 06/30/2019
NEXT Financial Group Inc12,030$668 09/30/2019
     USRT12,030$668 09/30/2019
Brinker Capital Inc.11,899$661 09/30/2019
     USRT11,899$661 09/30/2019
Tower Research Capital LLC TRC 12,281$639 06/30/2019
     USRT12,281$639 06/30/2019
Windsor Capital Management LLC12,162$632 06/30/2019
     USRT12,162$632 06/30/2019
Sequoia Financial Advisors LLC11,053$614 09/30/2019
     USRT11,053$614 09/30/2019
Barings LLC11,500$598 06/30/2019
     USRT11,500$598 06/30/2019
Bell Rock Capital LLC11,495$596 06/30/2019
     USRT11,495$596 06/30/2019
Atria Investments LLC11,004$585 06/30/2019
     USRT11,004$585 06/30/2019
Focused Wealth Management Inc11,108$578 06/30/2019
     USRT11,108$578 06/30/2019
MML Investors Services LLC10,490$546 06/30/2019
     USRT10,490$546 06/30/2019
Voloridge Investment Management LLC10,001$520 06/30/2019
     USRT10,001$520 06/30/2019
Raymond James Financial Services Advisors Inc.9,721$506 06/30/2019
     USRT9,721$506 06/30/2019
Penserra Capital Management LLC9,652$502 06/30/2019
     USRT9,652$502 06/30/2019
Jaffetilchin Investment Partners LLC8,889$494 09/30/2019
     USRT8,889$494 09/30/2019
Avalon Investment & Advisory9,109$474 06/30/2019
     USRT9,109$474 06/30/2019
Alesco Advisors LLC8,949$466 06/30/2019
     USRT8,949$466 06/30/2019
Pinnacle Advisory Group Inc.8,377$465 09/30/2019
     USRT8,377$465 09/30/2019
Private Advisor Group LLC8,655$450 06/30/2019
     USRT8,655$450 06/30/2019
Coyle Financial Counsel LLC7,886$410 06/30/2019
     USRT7,886$410 06/30/2019
Bank of New York Mellon Corp7,823$407 06/30/2019
     USRT7,823$407 06/30/2019
Dorsey & Whitney Trust CO LLC7,588$395 06/30/2019
     USRT7,588$395 06/30/2019
Anchor Capital Advisors LLC7,088$369 06/30/2019
     USRT7,088$369 06/30/2019
Institute for Wealth Management LLC.6,895$359 06/30/2019
     USRT6,895$359 06/30/2019
Global Strategic Investment Solutions LLC6,590$343 06/30/2019
     USRT6,590$343 06/30/2019
Prospera Financial Services Inc5,628$313 09/30/2019
     USRT5,628$313 09/30/2019
Cetera Advisor Networks LLC6,027$310 06/30/2019
     USRT6,027$310 06/30/2019
Mutual Advisors LLC5,904$307 06/30/2019
     USRT5,904$307 06/30/2019
Davidson Investment Advisors5,652$294 06/30/2019
     USRT5,652$294 06/30/2019
Sanctuary Wealth Management L.L.C.5,019$279 09/30/2019
     USRT5,019$279 09/30/2019
Mascoma Wealth Management LLC5,140$267 06/30/2019
     USRT5,140$267 06/30/2019
Emerald Investment Partners LLC4,981$259 06/30/2019
     USRT4,981$259 06/30/2019
BB&T Securities LLC4,918$255 06/30/2019
     USRT4,918$255 06/30/2019
Marshall Financial Group Inc. ADV4,868$253 06/30/2019
     USRT4,868$253 06/30/2019
RFG Advisory LLC4,783$251 06/30/2019
     USRT4,783$251 06/30/2019
Clear Creek Financial Management LLC4,665$242 06/30/2019
     USRT4,665$242 06/30/2019
Centric Wealth Management4,283$235 09/30/2019
     USRT4,283$235 09/30/2019
Cetera Advisors LLC4,458$233 06/30/2019
     USRT4,458$233 06/30/2019
Capital Advisors Ltd. LLC4,093$227 09/30/2019
     USRT4,093$227 09/30/2019
Kohmann Bosshard Financial Services LLC3,967$220 09/30/2019
     USRT3,967$220 09/30/2019
AE Wealth Management LLC4,071$212 06/30/2019
     USRT4,071$212 06/30/2019
Tranquility Partners LLC4,000$208 06/30/2019
     USRT4,000$208 06/30/2019
Regal Investment Advisors LLC3,900$203 06/30/2019
     USRT3,900$203 06/30/2019
Quad Cities Investment Group LLC3,103$162 06/30/2019
     USRT3,103$162 06/30/2019
US Bancorp DE3,057$159 06/30/2019
     USRT3,057$159 06/30/2019
Patriot Financial Group Insurance Agency LLC2,431$128 06/30/2019
     USRT2,431$128 06/30/2019
Rehmann Capital Advisory Group2,089$109 06/30/2019
     USRT2,089$109 06/30/2019
Ellis Investment Partners LLC1,881$103 09/30/2019
     USRT1,881$103 09/30/2019
Strategic Wealth Partners Ltd.1,914$99 06/30/2019
     USRT1,914$99 06/30/2019
City Holding Co.1,609$89 09/30/2019
     USRT1,609$89 09/30/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC1,492$82 09/30/2019
     USRT1,492$82 09/30/2019
Steward Partners Investment Advisory LLC1,570$81 06/30/2019
     USRT1,570$81 06/30/2019
Northwestern Mutual Wealth Management Co.1,545$80 06/30/2019
     USRT1,545$80 06/30/2019
Jackson Grant Investment Advisers Inc.1,192$62 06/30/2019
     USRT1,192$62 06/30/2019
Permanens Capital L.P.1,175$61 06/30/2019
     USRT1,175$61 06/30/2019
AlphaMark Advisors LLC $59 06/30/2019
     ETF902$38 06/30/2019
     USRT400$21 06/30/2019
PNC Financial Services Group Inc.927$48 06/30/2019
     USRT927$48 06/30/2019
Wealthcare Advisory Partners LLC655$36 09/30/2019
     USRT655$36 09/30/2019
Financial Gravity Wealth Inc.653$36 09/30/2019
     USRT653$36 09/30/2019
Lowe Wealth Advisors LLC610$34 09/30/2019
     USRT610$34 09/30/2019
Destination Wealth Management351$18 06/30/2019
     USRT351$18 06/30/2019
Bray Capital Advisors310$16 06/30/2019
     USRT310$16 06/30/2019
Weaver Consulting Group291$15 06/30/2019
     USRT291$15 06/30/2019
Cribstone Capital Management LLC242$13 06/30/2019
     USRT242$13 06/30/2019
CWM LLC221$12 09/30/2019
     USRT221$12 09/30/2019
Bank of Montreal Can230$12 06/30/2019
     USRT230$12 06/30/2019
Signaturefd LLC173$10 09/30/2019
     USRT173$10 09/30/2019
Certified Advisory Corp160$8 06/30/2019
     USRT160$8 06/30/2019
OLD Second National Bank of Aurora116$6 06/30/2019
     USRT116$6 06/30/2019
Ellevest Inc.96$5 09/30/2019
     USRT96$5 09/30/2019
Golden State Wealth Management LLC88$5 09/30/2019
     USRT88$5 09/30/2019
MUFG Americas Holdings Corp89$5 06/30/2019
     USRT89$5 06/30/2019
Tortoise Investment Management LLC95$5 06/30/2019
     USRT95$5 06/30/2019
Capital Investment Advisory Services LLC70$4 09/30/2019
     USRT70$4 09/30/2019
CLS Investments LLC68$4 06/30/2019
     USRT68$4 06/30/2019
Lee Financial Co73$4 06/30/2019
     USRT73$4 06/30/2019
Citigroup Inc.65$3 06/30/2019
     USRT65$3 06/30/2019
Laurel Wealth Advisors LLC48$2 06/30/2019
     USRT48$2 06/30/2019
TCI Wealth Advisors Inc.12$1 09/30/2019
     USRT12$1 09/30/2019
Larson Financial Group LLC18$1 09/30/2019
     USRT18$1 09/30/2019
FMR LLC14$1 06/30/2019
     USRT14$1 06/30/2019
Carroll Financial Associates Inc.10$0 09/30/2019
     USRT10$0 09/30/2019
Brand Asset Management Group Inc.4$0 09/30/2019
     USRT4$0 09/30/2019
Huntington National Bank1$0 06/30/2019
     USRT1$0 06/30/2019
Proequities Inc.0$0 06/30/2019
     USRT0$0 06/30/2019
Parallax Volatility Advisers L.P.1$0 06/30/2019
     USRT1$0 06/30/2019

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

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