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Institutional Holders of USMV

There is a long list of 1175 institutional holders of USMV 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 USMV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-USMV table below, the initial column indicates the name of each top institutional holder of USMV, with a link to that fund's top holdings. The next columns indicate the amount of USMV stock held by each of the institutional holders of USMV, followed by the USMV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE34,303,389$2,676,693 12/31/2023
     USMV34,303,389$2,676,693 12/31/2023
FMR LLC20,622,012$1,609,136 12/31/2023
     USMV20,622,012$1,609,136 12/31/2023
Morgan Stanley17,782,804$1,387,592 12/31/2023
     USMV17,782,804$1,387,592 12/31/2023
Raymond James & Associates16,080,799$1,254,785 12/31/2023
     USMV16,080,799$1,254,785 12/31/2023
Envestnet Asset Management Inc.15,485,631$1,208,344 12/31/2023
     USMV15,485,631$1,208,344 12/31/2023
The PNC Financial Services Group Inc.9,098,914$709,988 12/31/2023
     USMV9,098,914$709,988 12/31/2023
Mercer Global Advisors Inc. ADV7,988,894$623,373 12/31/2023
     USMV7,988,894$623,373 12/31/2023
BlackRock Inc.7,778,380$606,947 12/31/2023
     USMV7,778,380$606,947 12/31/2023
LPL Financial LLC6,026,304$470,232 12/31/2023
     USMV6,026,304$470,232 12/31/2023
JPMorgan Chase & Co.4,721,382$368,409 12/31/2023
     USMV4,721,382$368,409 12/31/2023
Raymond James Financial Services Advisors Inc.4,658,206$363,480 12/31/2023
     USMV4,658,206$363,480 12/31/2023
Wells Fargo & Company MN4,298,794$335,435 12/31/2023
     USMV4,298,794$335,435 12/31/2023
Ameriprise Financial Inc.4,237,311$330,644 12/31/2023
     USMV4,237,311$330,644 12/31/2023
Alaska Permanent Fund Corp3,947,820$329,959 03/31/2024
     USMV3,947,820$329,959 03/31/2024
UBS Group AG4,182,777$326,382 12/31/2023
     USMV4,182,777$326,382 12/31/2023
Rational Advisors LLC3,577,133$279,124 12/31/2023
     USMV3,577,133$279,124 12/31/2023
Millburn Ridgefield Corp3,577,133$279,124 12/31/2023
     USMV3,577,133$279,124 12/31/2023
Catalyst Capital Advisors LLC3,577,133$279,124 12/31/2023
     USMV3,577,133$279,124 12/31/2023
Wealth Enhancement Advisory Services LLC3,170,418$264,984 03/31/2024
     USMV3,170,418$264,984 03/31/2024
Sei Investments Co.2,799,988$218,483 12/31/2023
     USMV2,799,988$218,483 12/31/2023
Northwestern Mutual Wealth Management Co.2,720,842$212,308 12/31/2023
     USMV2,720,842$212,308 12/31/2023
Commonwealth Equity Services LLC2,602,460$203,070 12/31/2023
     USMV2,602,460$203,070 12/31/2023
Captrust Financial Advisors2,303,329$179,729 12/31/2023
     USMV2,303,329$179,729 12/31/2023
Royal Bank of Canada2,197,425$171,464 12/31/2023
     USMV2,197,425$171,464 12/31/2023
Cerity Partners LLC2,132,230$166,378 12/31/2023
     USMV2,132,230$166,378 12/31/2023
Advisor Group Holdings Inc.1,920,282$149,937 12/31/2023
     USMV1,920,282$149,937 12/31/2023
Assetmark Inc.1,630,433$127,223 12/31/2023
     USMV1,630,433$127,223 12/31/2023
US Bancorp DE1,472,067$114,865 12/31/2023
     USMV1,472,067$114,865 12/31/2023
Cambridge Investment Research Advisors Inc.1,463,224$114,175 12/31/2023
     USMV1,463,224$114,175 12/31/2023
Bank of New York Mellon Corp1,380,371$107,710 12/31/2023
     USMV1,380,371$107,710 12/31/2023
Mariner LLC1,334,892$104,162 12/31/2023
     USMV1,334,892$104,162 12/31/2023
Securian Asset Management Inc1,290,762$100,718 12/31/2023
     USMV1,290,762$100,718 12/31/2023
CWM LLC1,091,387$91,218 03/31/2024
     USMV1,091,387$91,218 03/31/2024
Brookstone Capital Management1,089,145$91,031 03/31/2024
     USMV1,089,145$91,031 03/31/2024
Cetera Advisors LLC1,156,060$90,207 12/31/2023
     USMV1,156,060$90,207 12/31/2023
Financial Advisors LLC1,081,490$84,389 12/31/2023
     USMV1,081,490$84,389 12/31/2023
MML Investors Services LLC1,068,806$83,399 12/31/2023
     USMV1,068,806$83,399 12/31/2023
Johnson Investment Counsel Inc.1,052,761$82,147 12/31/2023
     USMV1,052,761$82,147 12/31/2023
Wade G W & Inc.913,087$71,248 12/31/2023
     USMV913,087$71,248 12/31/2023
Envestnet Portfolio Solutions Inc.884,229$68,996 12/31/2023
     USMV884,229$68,996 12/31/2023
Integrated Wealth Concepts LLC877,178$68,446 12/31/2023
     USMV877,178$68,446 12/31/2023
AE Wealth Management LLC820,614$65,633 12/31/2023
     USMV820,614$65,633 12/31/2023
Janney Montgomery Scott LLC821,754$64,121 12/31/2023
     USMV821,754$64,121 12/31/2023
Horizon Investments LLC818,488$63,867 12/31/2023
     USMV818,488$63,867 12/31/2023
Vestcor Inc788,484$61,525 12/31/2023
     USMV788,484$61,525 12/31/2023
HighTower Advisors LLC776,696$60,556 12/31/2023
     USMV776,696$60,556 12/31/2023
Quotient Wealth Partners LLC769,262$60,025 12/31/2023
     USMV769,262$60,025 12/31/2023
Private Advisor Group LLC655,035$51,112 12/31/2023
     USMV655,035$51,112 12/31/2023
Capstone Investment Advisors LLC622,029$48,537 12/31/2023
     USMV622,029$48,537 12/31/2023
Allianz Asset Management GmbH596,741$46,564 12/31/2023
     USMV596,741$46,564 12/31/2023

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

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