There is a long list of 492 institutional holders of USFR within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of USFR by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-USFR table below, the initial column indicates the name of each top institutional holder of USFR, with a link to that fund's top holdings. The next columns indicate the amount of USFR stock held by each of the institutional holders of USFR, followed by the USFR position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
Bank of America Corp DE	26,615,928	$1,337,184	12/31/2023
USFR	26,615,928	$1,337,184	12/31/2023
Summit Trail Advisors LLC	24,834,338	$1,248,919	03/31/2024
USFR	24,834,338	$1,248,919	03/31/2024
Morgan Stanley	21,374,986	$1,073,879	12/31/2023
USFR	21,374,986	$1,073,879	12/31/2023
LPL Financial LLC	12,649,936	$635,533	12/31/2023
USFR	12,649,936	$635,533	12/31/2023
JPMorgan Chase & Co.	10,524,093	$528,730	12/31/2023
USFR	10,524,093	$528,730	12/31/2023
Ameriprise Financial Inc.	8,983,008	$451,076	12/31/2023
USFR	8,983,008	$451,076	12/31/2023
UBS Group AG	7,975,939	$400,711	12/31/2023
USFR	7,975,939	$400,711	12/31/2023
BIP Wealth LLC	5,696,462	$286,190	12/31/2023
USFR	5,696,462	$286,190	12/31/2023
Richard Bernstein Advisors LLC	5,076,490	$255,043	12/31/2023
USFR	5,076,490	$255,043	12/31/2023
Wells Fargo & Company MN	4,737,808	$238,028	12/31/2023
USFR	4,737,808	$238,028	12/31/2023
Captrust Financial Advisors	4,710,424	$236,652	12/31/2023
USFR	4,710,424	$236,652	12/31/2023
Royal Bank of Canada	4,317,501	$216,911	12/31/2023
USFR	4,317,501	$216,911	12/31/2023
Advisor Group Holdings Inc.	3,891,277	$195,501	12/31/2023
USFR	3,891,277	$195,501	12/31/2023
HighTower Advisors LLC	2,630,258	$132,130	12/31/2023
USFR	2,630,258	$132,130	12/31/2023
Signature Estate & Investment Advisors LLC	2,252,641	$113,172	12/31/2023
USFR	2,252,641	$113,172	12/31/2023
Private Advisor Group LLC	2,234,802	$112,276	12/31/2023
USFR	2,234,802	$112,276	12/31/2023
Envestnet Asset Management Inc.	2,180,520	$109,549	12/31/2023
USFR	2,180,520	$109,549	12/31/2023
Raymond James Financial Services Advisors Inc.	1,995,400	$100,349	03/31/2024
USFR	1,995,400	$100,349	03/31/2024
Raymond James & Associates	1,981,629	$99,656	03/31/2024
USFR	1,981,629	$99,656	03/31/2024
Kiely Wealth Advisory Group Inc.	1,630,973	$81,910	12/31/2023
USFR	1,630,973	$81,910	12/31/2023
Renaissance Technologies LLC	1,540,600	$77,400	12/31/2023
USFR	1,540,600	$77,400	12/31/2023
Camden Capital LLC	1,474,407	$74,074	12/31/2023
USFR	1,474,407	$74,074	12/31/2023
IHT Wealth Management LLC	1,468,450	$73,775	12/31/2023
USFR	1,468,450	$73,775	12/31/2023
Kestra Advisory Services LLC	1,421,877	$71,435	12/31/2023
USFR	1,421,877	$71,435	12/31/2023
Cardinal Point Capital Management ULC	1,419,168	$71,370	03/31/2024
USFR	1,419,168	$71,370	03/31/2024
Wealthcare Capital Management LLC	1,342,807	$67,530	03/31/2024
USFR	1,342,807	$67,530	03/31/2024
Private Wealth Strategies L.L.C.	1,294,855	$65,054	12/31/2023
USFR	1,294,855	$65,054	12/31/2023
Stephens Inc. AR	1,159,192	$58,238	12/31/2023
USFR	1,159,192	$58,238	12/31/2023
Disciplina Capital Management LLC	1,128,273	$56,684	12/31/2023
USFR	1,128,273	$56,684	12/31/2023
Mission Wealth Management LP	1,102,846	$55,407	12/31/2023
USFR	1,102,846	$55,407	12/31/2023
Blair William & Co. IL	1,023,536	$51,422	12/31/2023
USFR	1,023,536	$51,422	12/31/2023
DAVENPORT & Co LLC	1,014,401	$50,964	12/31/2023
USFR	1,014,401	$50,964	12/31/2023
Global Assets Advisory LLC	1,002,980	$50,440	03/31/2024
USFR	1,002,980	$50,440	03/31/2024
Wealthcare Advisory Partners LLC	974,335	$48,999	03/31/2024
USFR	974,335	$48,999	03/31/2024
Cambridge Investment Research Advisors Inc.	938,675	$47,206	03/31/2024
USFR	938,675	$47,206	03/31/2024
Cetera Investment Advisers	933,120	$46,880	12/31/2023
USFR	933,120	$46,880	12/31/2023
Wealth Enhancement Advisory Services LLC	925,032	$46,520	03/31/2024
USFR	925,032	$46,520	03/31/2024
Stifel Financial Corp	885,612	$44,493	12/31/2023
USFR	885,612	$44,493	12/31/2023
Gladstone Institutional Advisory LLC	872,066	$43,813	12/31/2023
USFR	872,066	$43,813	12/31/2023
SPC Financial Inc.	856,763	$43,044	12/31/2023
USFR	856,763	$43,044	12/31/2023
Capital Planning Advisors LLC	847,999	$42,603	12/31/2023
USFR	847,999	$42,603	12/31/2023
Vertex Planning Partners LLC	821,871	$41,291	12/31/2023
USFR	821,871	$41,291	12/31/2023
Inspire Advisors LLC	813,770	$40,884	12/31/2023
USFR	813,770	$40,884	12/31/2023
Kestra Private Wealth Services LLC	799,513	$40,168	12/31/2023
USFR	799,513	$40,168	12/31/2023
Lunt Capital Management Inc.	786,390	$39,548	03/31/2024
USFR	786,390	$39,548	03/31/2024
Sanchez Wealth Management Group	768,697	$38,619	12/31/2023
USFR	768,697	$38,619	12/31/2023
Assetmark Inc.	732,597	$36,806	12/31/2023
USFR	732,597	$36,806	12/31/2023
Webster Bank N. A.	702,483	$35,328	03/31/2024
USFR	702,483	$35,328	03/31/2024
Almanack Investment Partners LLC.	684,400	$34,384	12/31/2023
USFR	684,400	$34,384	12/31/2023
United Asset Strategies Inc.	661,599	$33,272	03/31/2024
USFR	661,599	$33,272	03/31/2024

See All: Funds Holding USFR
See Details: Top 10 Hedge Funds Holding USFR
Also See: USFR Holdings Changes

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