HoldingsChannel.com
Funds Holding USRT
HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.4,153,103$162,677 03/31/2020
     USRT4,153,103$162,677 03/31/2020
BlackRock Inc.3,169,186$124,137 03/31/2020
     USRT3,169,186$124,137 03/31/2020
DiMeo Schneider & Associates L.L.C.840,045$32,905 03/31/2020
     USRT840,045$32,905 03/31/2020
Envestnet Asset Management Inc.682,286$29,666 06/30/2020
     USRT682,286$29,666 06/30/2020
McCutchen Group LLC659,344$25,827 03/31/2020
     USRT659,344$25,827 03/31/2020
Townsquare Capital LLC552,832$22,656 03/31/2020
     USRT552,832$22,656 03/31/2020
Thrivent Financial for Lutherans494,157$19,356 03/31/2020
     USRT494,157$19,356 03/31/2020
JOYN Advisors Inc.455,404$17,838 03/31/2020
     USRT455,404$17,838 03/31/2020
RSM US Wealth Management LLC380,117$14,889 03/31/2020
     USRT380,117$14,889 03/31/2020
Wells Fargo & Company MN371,786$14,563 03/31/2020
     USRT371,786$14,563 03/31/2020
PNC Financial Services Group Inc.244,965$9,596 03/31/2020
     USRT244,965$9,596 03/31/2020
S. R. Schill & Associates228,985$8,969 03/31/2020
     USRT228,985$8,969 03/31/2020
Highland Private Wealth Management218,263$8,549 03/31/2020
     USRT218,263$8,549 03/31/2020
Pure Financial Advisors Inc.187,047$8,133 06/30/2020
     USRT187,047$8,133 06/30/2020
HighTower Advisors LLC206,076$8,079 03/31/2020
     USRT206,076$8,079 03/31/2020
CornerStone Partners LLC195,636$7,663 03/31/2020
     USRT195,636$7,663 03/31/2020
Barber Financial Group Inc.193,457$7,578 03/31/2020
     USRT193,457$7,578 03/31/2020
Ellenbecker Investment Group163,272$7,099 06/30/2020
     USRT163,272$7,099 06/30/2020
Morgan Stanley176,765$6,924 03/31/2020
     USRT176,765$6,924 03/31/2020
ERn Financial LLC173,586$6,799 03/31/2020
     USRT173,586$6,799 03/31/2020
US Bancorp DE160,640$6,292 03/31/2020
     USRT160,640$6,292 03/31/2020
Creative Planning157,034$6,151 03/31/2020
     USRT157,034$6,151 03/31/2020
Eqis Capital Management Inc.108,969$6,112 03/31/2020
     USRT108,969$6,112 03/31/2020
Peterson Wealth Advisors LLC155,035$6,073 03/31/2020
     USRT155,035$6,073 03/31/2020
LPL Financial LLC148,645$5,822 03/31/2020
     USRT148,645$5,822 03/31/2020
Karp Capital Management Corp140,174$5,491 03/31/2020
     USRT140,174$5,491 03/31/2020
Horan Securities Inc.137,690$5,393 03/31/2020
     USRT137,690$5,393 03/31/2020
Bank of America Corp DE131,877$5,166 03/31/2020
     USRT131,877$5,166 03/31/2020
Mercer Global Advisors Inc. ADV128,472$5,032 03/31/2020
     USRT128,472$5,032 03/31/2020
Atlantic Union Bankshares Corp126,672$4,961 03/31/2020
     USRT126,672$4,961 03/31/2020
Raymond James Financial Services Advisors Inc.123,194$4,825 03/31/2020
     USRT123,194$4,825 03/31/2020
Halbert Hargrove Global Advisors LLC108,289$4,242 03/31/2020
     USRT108,289$4,242 03/31/2020
Northwestern Mutual Wealth Management Co.96,478$3,779 03/31/2020
     USRT96,478$3,779 03/31/2020
Charles Schwab Trust Co85,011$3,330 03/31/2020
     USRT85,011$3,330 03/31/2020
Royal Fund Management LLC80,543$3,154 03/31/2020
     USRT80,543$3,154 03/31/2020
McNaughton Wealth Management LLC77,667$3,042 03/31/2020
     USRT77,667$3,042 03/31/2020
Biltmore Wealth Management LLC55,279$3,018 03/31/2020
     USRT55,279$3,018 03/31/2020
Commonwealth Equity Services LLC75,668$2,963 03/31/2020
     USRT75,668$2,963 03/31/2020
Goldman Sachs Group Inc.73,820$2,892 03/31/2020
     USRT73,820$2,892 03/31/2020
MV Capital Management Inc.73,120$2,864 03/31/2020
     USRT73,120$2,864 03/31/2020
Royal Bank of Canada72,646$2,846 03/31/2020
     USRT72,646$2,846 03/31/2020
GeoWealth Management LLC $2,832 03/31/2020
     FLTG RATE NT ETF49,351$2,405 03/31/2020
     USRT10,904$427 03/31/2020
Blueprint Investment Partners LLC71,237$2,790 03/31/2020
     USRT71,237$2,790 03/31/2020
Moneta Group Investment Advisors LLC70,641$2,767 03/31/2020
     USRT70,641$2,767 03/31/2020
Moisand Fitzgerald Tamayo LLC69,581$2,725 03/31/2020
     USRT69,581$2,725 03/31/2020
Advisor Group Holdings Inc.66,873$2,619 03/31/2020
     USRT66,873$2,619 03/31/2020
JPMorgan Chase & Co.60,412$2,366 03/31/2020
     USRT60,412$2,366 03/31/2020
Foster Victor Wealth Advisors LLC58,233$2,305 03/31/2020
     USRT58,233$2,305 03/31/2020
Foresight Wealth Management LLC57,284$2,244 03/31/2020
     USRT57,284$2,244 03/31/2020
RDA Financial Network55,536$2,175 03/31/2020
     USRT55,536$2,175 03/31/2020
Wrapmanager Inc.53,588$2,099 03/31/2020
     USRT53,588$2,099 03/31/2020
StrategIQ Financial Group LLC52,350$2,051 03/31/2020
     USRT52,350$2,051 03/31/2020
AE Wealth Management LLC49,778$1,950 03/31/2020
     USRT49,778$1,950 03/31/2020
Mission Wealth Management LP48,379$1,895 03/31/2020
     USRT48,379$1,895 03/31/2020
Phillips Financial Management LLC50,800$1,847 03/31/2020
     USRT50,800$1,847 03/31/2020
Baird Financial Group Inc.43,222$1,693 03/31/2020
     USRT43,222$1,693 03/31/2020
Pasadena Private Wealth LLC38,713$1,598 03/31/2020
     USRT38,713$1,598 03/31/2020
SigFig Wealth Management LLC40,700$1,594 03/31/2020
     USRT40,700$1,594 03/31/2020
RVW Wealth LLC35,612$1,548 06/30/2020
     USRT35,612$1,548 06/30/2020
Kohmann Bosshard Financial Services LLC39,188$1,535 03/31/2020
     USRT39,188$1,535 03/31/2020
M Holdings Securities Inc.38,694$1,516 03/31/2020
     USRT38,694$1,516 03/31/2020
Acropolis Investment Management LLC36,554$1,432 03/31/2020
     USRT36,554$1,432 03/31/2020
Strategic Blueprint LLC36,083$1,413 03/31/2020
     USRT36,083$1,413 03/31/2020
Comerica Bank35,128$1,402 03/31/2020
     USRT35,128$1,402 03/31/2020
Bank OZK35,509$1,391 03/31/2020
     USRT35,509$1,391 03/31/2020
Creative Financial Designs Inc. ADV33,891$1,327 03/31/2020
     USRT33,891$1,327 03/31/2020
Sawtooth Solutions LLC33,781$1,323 03/31/2020
     USRT33,781$1,323 03/31/2020
Susquehanna International Group LLP33,627$1,317 03/31/2020
     USRT33,627$1,317 03/31/2020
Lido Advisors LLC32,992$1,292 03/31/2020
     USRT32,992$1,292 03/31/2020
Allworth Financial LP31,999$1,253 03/31/2020
     USRT31,999$1,253 03/31/2020
Apollon Wealth Management LLC30,984$1,214 03/31/2020
     USRT30,984$1,214 03/31/2020
Ameriprise Financial Inc.30,067$1,178 03/31/2020
     USRT30,067$1,178 03/31/2020
Kingsview Wealth Management LLC29,288$1,147 03/31/2020
     USRT29,288$1,147 03/31/2020
AdvisorNet Financial Inc28,401$1,112 03/31/2020
     USRT28,401$1,112 03/31/2020
Marshall Financial Group Inc. ADV27,094$1,061 03/31/2020
     USRT27,094$1,061 03/31/2020
Change Path LLC26,660$1,044 03/31/2020
     USRT26,660$1,044 03/31/2020
UBS Group AG26,578$1,041 03/31/2020
     USRT26,578$1,041 03/31/2020
Managed Account Services Inc.28,016$991 03/31/2020
     USRT28,016$991 03/31/2020
Equitable Holdings Inc.20,650$809 03/31/2020
     USRT20,650$809 03/31/2020
Global Strategic Investment Solutions LLC20,152$789 03/31/2020
     USRT20,152$789 03/31/2020
First Allied Advisory Services Inc.20,114$788 03/31/2020
     USRT20,114$788 03/31/2020
Valtinson Bruner Financial Planning LLC19,352$787 03/31/2020
     USRT19,352$787 03/31/2020
MCF Advisors LLC20,040$785 03/31/2020
     USRT20,040$785 03/31/2020
Windsor Capital Management LLC20,023$784 03/31/2020
     USRT20,023$784 03/31/2020
Garrett Wealth Advisory Group LLC19,500$759 03/31/2020
     USRT19,500$759 03/31/2020
Sigma Planning Corp19,146$750 03/31/2020
     USRT19,146$750 03/31/2020
Focused Wealth Management Inc19,157$750 03/31/2020
     USRT19,157$750 03/31/2020
Northern Oak Wealth Management Inc.19,128$749 03/31/2020
     USRT19,128$749 03/31/2020
Cresset Asset Management LLC18,519$725 03/31/2020
     USRT18,519$725 03/31/2020
AlphaStar Capital Management LLC18,260$721 03/31/2020
     USRT18,260$721 03/31/2020
Hayden Royal LLC16,991$666 03/31/2020
     USRT16,991$666 03/31/2020
Columbus Macro LLC16,640$652 03/31/2020
     USRT16,640$652 03/31/2020
LifePlan Financial Group Inc16,502$646 03/31/2020
     USRT16,502$646 03/31/2020
Cordasco Financial Network16,491$646 03/31/2020
     USRT16,491$646 03/31/2020
FormulaFolio Investments LLC16,393$642 03/31/2020
     USRT16,393$642 03/31/2020
HBW Advisory Services LLC14,576$634 06/30/2020
     USRT14,576$634 06/30/2020
Ritholtz Wealth Management16,108$631 03/31/2020
     USRT16,108$631 03/31/2020
Cetera Advisor Networks LLC16,074$630 03/31/2020
     USRT16,074$630 03/31/2020
Raymond James & Associates14,467$567 03/31/2020
     USRT14,467$567 03/31/2020
Brinker Capital Inc.14,376$563 03/31/2020
     USRT14,376$563 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC12,662$550 06/30/2020
     USRT12,662$550 06/30/2020
Aurora Investment Managers LLC.13,999$548 03/31/2020
     USRT13,999$548 03/31/2020
Private Wealth Group LLC13,877$543 03/31/2020
     USRT13,877$543 03/31/2020
Financial Strategies Group Inc.13,677$536 03/31/2020
     USRT13,677$536 03/31/2020
Institutional & Family Asset Management LLC13,420$526 03/31/2020
     USRT13,420$526 03/31/2020
BEAM Asset Management LLC10,524$466 06/30/2020
     USRT10,524$466 06/30/2020
MML Investors Services LLC11,524$451 03/31/2020
     USRT11,524$451 03/31/2020
Mutual Advisors LLC11,298$443 03/31/2020
     USRT11,298$443 03/31/2020
Tower Research Capital LLC TRC 10,555$413 03/31/2020
     USRT10,555$413 03/31/2020
Wealth Enhancement Advisory Services LLC9,074$382 03/31/2020
     USRT9,074$382 03/31/2020
Armbruster Capital Management Inc.9,568$375 03/31/2020
     USRT9,568$375 03/31/2020
Jaffetilchin Investment Partners LLC9,308$365 03/31/2020
     USRT9,308$365 03/31/2020
Roundview Capital LLC9,318$365 03/31/2020
     USRT9,318$365 03/31/2020
Truist Financial Corp8,835$346 03/31/2020
     USRT8,835$346 03/31/2020
Pinnacle Advisory Group Inc.8,780$344 03/31/2020
     USRT8,780$344 03/31/2020
Institute for Wealth Management LLC.8,790$344 03/31/2020
     USRT8,790$344 03/31/2020
We Are One Seven LLC8,733$342 03/31/2020
     USRT8,733$342 03/31/2020
Sequoia Financial Advisors LLC8,663$339 03/31/2020
     USRT8,663$339 03/31/2020
Cetera Advisors LLC8,567$336 03/31/2020
     USRT8,567$336 03/31/2020
Quad Cities Investment Group LLC8,308$325 03/31/2020
     USRT8,308$325 03/31/2020
Anchor Capital Advisors LLC8,058$316 03/31/2020
     USRT8,058$316 03/31/2020
Paragon Capital Management Ltd8,012$314 03/31/2020
     USRT8,012$314 03/31/2020
Exencial Wealth Advisors LLC7,946$311 03/31/2020
     USRT7,946$311 03/31/2020
Captrust Financial Advisors8,496$309 03/31/2020
     USRT8,496$309 03/31/2020
Mackenzie Financial Corp7,736$303 03/31/2020
     USRT7,736$303 03/31/2020
Arkansas Financial Group Inc.7,687$301 03/31/2020
     USRT7,687$301 03/31/2020
Dorsey & Whitney Trust CO LLC7,498$294 03/31/2020
     USRT7,498$294 03/31/2020
Acorn Financial Advisory Services Inc. ADV6,421$279 06/30/2020
     USRT6,421$279 06/30/2020
Coyle Financial Counsel LLC7,067$277 03/31/2020
     USRT7,067$277 03/31/2020
Bell Rock Capital LLC6,966$273 03/31/2020
     USRT6,966$273 03/31/2020
Two Sigma Securities LLC6,944$272 03/31/2020
     USRT6,944$272 03/31/2020
Cambridge Investment Research Advisors Inc.6,226$244 03/31/2020
     USRT6,226$244 03/31/2020
Centric Wealth Management4,283$235 03/31/2020
     USRT4,283$235 03/31/2020
Citadel Advisors LLC5,861$230 03/31/2020
     USRT5,861$230 03/31/2020
Davidson Investment Advisors5,599$219 03/31/2020
     USRT5,599$219 03/31/2020
Jane Street Group LLC5,382$211 03/31/2020
     USRT5,382$211 03/31/2020
SkyOak Wealth LLC5,317$208 03/31/2020
     USRT5,317$208 03/31/2020
Eastover Investment Advisors LLC5,236$205 03/31/2020
     USRT5,236$205 03/31/2020
Emerald Investment Partners LLC4,981$195 03/31/2020
     USRT4,981$195 03/31/2020
Patriot Financial Group Insurance Agency LLC4,354$189 06/30/2020
     USRT4,354$189 06/30/2020
Private Ocean LLC4,369$171 03/31/2020
     USRT4,369$171 03/31/2020
IFP Advisors Inc4,360$170 03/31/2020
     USRT4,360$170 03/31/2020
Jackson Grant Investment Advisers Inc.4,118$161 03/31/2020
     USRT4,118$161 03/31/2020
Ambassador Advisors LLC3,926$154 03/31/2020
     USRT3,926$154 03/31/2020
Capital Advisors Ltd. LLC3,824$150 03/31/2020
     USRT3,824$150 03/31/2020
Sowell Financial Services LLC3,328$130 03/31/2020
     USRT3,328$130 03/31/2020
Flagship Harbor Advisors LLC2,900$114 03/31/2020
     USRT2,900$114 03/31/2020
Advisory Services Network LLC2,765$108 03/31/2020
     USRT2,765$108 03/31/2020
Ellis Investment Partners LLC2,290$102 06/30/2020
     USRT2,290$102 06/30/2020
Roble Belko & Company Inc2,478$97 03/31/2020
     USRT2,478$97 03/31/2020
NEXT Financial Group Inc1,646$64 03/31/2020
     USRT1,646$64 03/31/2020
Permanens Capital L.P.1,475$58 03/31/2020
     USRT1,475$58 03/31/2020
Steward Partners Investment Advisory LLC1,483$58 03/31/2020
     USRT1,483$58 03/31/2020
Verus Capital Partners LLC1,492$58 03/31/2020
     USRT1,492$58 03/31/2020
City Holding Co.1,450$57 03/31/2020
     USRT1,450$57 03/31/2020
AlphaMark Advisors LLC $55 03/31/2020
     ETF2,102$39 03/31/2020
     USRT400$16 03/31/2020
Signaturefd LLC1,198$47 03/31/2020
     USRT1,198$47 03/31/2020
Synovus Financial Corp990$40 03/31/2020
     USRT990$40 03/31/2020
Advisory Alpha LLC960$38 03/31/2020
     USRT960$38 03/31/2020
Valeo Financial Advisors LLC826$36 03/31/2020
     USRT826$36 03/31/2020
Bank Julius Baer & Co. Ltd Zurich890$35 03/31/2020
     USRT890$35 03/31/2020
Sofos Investments Inc.795$31 03/31/2020
     USRT795$31 03/31/2020
Squar Milner Financial Services LLC764$29 03/31/2020
     USRT764$29 03/31/2020
Bessemer Group Inc.721$28 03/31/2020
     USRT721$28 03/31/2020
Lowe Wealth Advisors LLC610$27 06/30/2020
     USRT610$27 06/30/2020
OLD Second National Bank of Aurora682$27 03/31/2020
     USRT682$27 03/31/2020
Archer Investment Corp692$27 03/31/2020
     USRT692$27 03/31/2020
Wealthcare Advisory Partners LLC655$26 03/31/2020
     USRT655$26 03/31/2020
Capital Asset Advisory Services LLC583$22 03/31/2020
     USRT583$22 03/31/2020
FMR LLC504$20 03/31/2020
     USRT504$20 03/31/2020
Pittenger & Anderson Inc.458$18 03/31/2020
     USRT458$18 03/31/2020
Brand Asset Management Group Inc.424$17 03/31/2020
     USRT424$17 03/31/2020
Bray Capital Advisors405$16 03/31/2020
     USRT405$16 03/31/2020
Disciplined Investments LLC380$15 03/31/2020
     USRT380$15 03/31/2020
CWM LLC349$14 03/31/2020
     USRT349$14 03/31/2020
Carolinas Wealth Consulting LLC350$14 03/31/2020
     USRT350$14 03/31/2020
Weaver Consulting Group291$11 03/31/2020
     USRT291$11 03/31/2020
Fifth Third Bancorp238$9 03/31/2020
     USRT238$9 03/31/2020
Trust Co. of Vermont225$9 03/31/2020
     USRT225$9 03/31/2020
O Shaughnessy Asset Management LLC220$9 03/31/2020
     USRT220$9 03/31/2020
Pacifica Partners Inc.200$8 03/31/2020
     USRT200$8 03/31/2020
Ameritas Investment Company LLC180$6 03/31/2020
     USRT180$6 03/31/2020
Rockefeller Capital Management L.P.162$6 03/31/2020
     USRT162$6 03/31/2020
Ellevest Inc.96$4 06/30/2020
     USRT96$4 06/30/2020
Citigroup Inc.92$4 03/31/2020
     USRT92$4 03/31/2020
Tortoise Investment Management LLC95$4 03/31/2020
     USRT95$4 03/31/2020
Golden State Wealth Management LLC89$4 03/31/2020
     USRT89$4 03/31/2020
MUFG Americas Holdings Corp89$3 03/31/2020
     USRT89$3 03/31/2020
Capital Investment Advisory Services LLC70$3 03/31/2020
     USRT70$3 03/31/2020
Laurel Wealth Advisors LLC64$3 03/31/2020
     USRT64$3 03/31/2020
Larson Financial Group LLC28$1 06/30/2020
     USRT28$1 06/30/2020
Orion Portfolio Solutions LLC38$1 03/31/2020
     USRT38$1 03/31/2020
Carroll Financial Associates Inc.10$0 06/30/2020
     USRT10$0 06/30/2020
Huntington National Bank1$0 03/31/2020
     USRT1$0 03/31/2020
Proequities Inc.0$0 03/31/2020
     USRT0$0 03/31/2020
TCI Wealth Advisors Inc.12$0 03/31/2020
     USRT12$0 03/31/2020
EPG Wealth Management LLC0$0 03/31/2020
     USRT0$0 03/31/2020

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

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