HoldingsChannel.com
There is a long list of 51 institutional holders of USMF 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 USMF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-USMF table below, the initial column indicates the name of each top institutional holder of USMF, with a link to that fund's top holdings. The next columns indicate the amount of USMF stock held by each of the institutional holders of USMF, followed by the USMF 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 |
|---|---|---|---|
 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 | 110,041 | $5,123 | 03/31/2024 |
| USMF | 110,041 | $5,123 | 03/31/2024 |
| Cabot Wealth Management Inc. | 90,485 | $4,213 | 03/31/2024 |
| USMF | 90,485 | $4,213 | 03/31/2024 |
| 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 |
| Smartleaf Asset Management LLC | 71,673 | $3,337 | 03/31/2024 |
| USMF | 71,673 | $3,337 | 03/31/2024 |
| Atria Investments LLC | 74,689 | $3,141 | 12/31/2023 |
| USMF | 74,689 | $3,141 | 12/31/2023 |
| LPL Financial LLC | 55,971 | $2,354 | 12/31/2023 |
| USMF | 55,971 | $2,354 | 12/31/2023 |
| Allworth Financial LP | 50,201 | $2,337 | 03/31/2024 |
| USMF | 50,201 | $2,337 | 03/31/2024 |
| 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 |
| Patriot Financial Group Insurance Agency LLC | 21,521 | $1,002 | 03/31/2024 |
| USMF | 21,521 | $1,002 | 03/31/2024 |
| 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 |
| 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 |
| Creative Financial Designs Inc. ADV | 3,860 | $180 | 03/31/2024 |
| USMF | 3,860 | $180 | 03/31/2024 |
| Harbour Investments Inc. | 3,493 | $147 | 12/31/2023 |
| USMF | 3,493 | $147 | 12/31/2023 |
| Huntington National Bank | $85 | 03/31/2024 | |
| USMF | 1,829 | $85 | 03/31/2024 |
| EXCHANGE TRADED | 3 | $0 | 03/31/2024 |
| 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 | $11 | 03/31/2024 |
| USMF | 230 | $11 | 03/31/2024 |
| 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 |
See All: Funds Holding USMF
See Details: Top 10 Hedge Funds Holding USMF
Also See: USMF Holdings Changes
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