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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Bank of America Corp DE | 34,303,389 | $2,676,693 | 12/31/2023 |
USMV | 34,303,389 | $2,676,693 | 12/31/2023 |
FMR LLC | 20,622,012 | $1,609,136 | 12/31/2023 |
USMV | 20,622,012 | $1,609,136 | 12/31/2023 |
Morgan Stanley | 17,782,804 | $1,387,592 | 12/31/2023 |
USMV | 17,782,804 | $1,387,592 | 12/31/2023 |
Raymond James & Associates | 16,080,799 | $1,254,785 | 12/31/2023 |
USMV | 16,080,799 | $1,254,785 | 12/31/2023 |
Envestnet Asset Management Inc. | 15,485,631 | $1,208,344 | 12/31/2023 |
USMV | 15,485,631 | $1,208,344 | 12/31/2023 |
The PNC Financial Services Group Inc. | 9,098,914 | $709,988 | 12/31/2023 |
USMV | 9,098,914 | $709,988 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 7,988,894 | $623,373 | 12/31/2023 |
USMV | 7,988,894 | $623,373 | 12/31/2023 |
BlackRock Inc. | 7,778,380 | $606,947 | 12/31/2023 |
USMV | 7,778,380 | $606,947 | 12/31/2023 |
LPL Financial LLC | 6,026,304 | $470,232 | 12/31/2023 |
USMV | 6,026,304 | $470,232 | 12/31/2023 |
JPMorgan Chase & Co. | 4,721,382 | $368,409 | 12/31/2023 |
USMV | 4,721,382 | $368,409 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 4,658,206 | $363,480 | 12/31/2023 |
USMV | 4,658,206 | $363,480 | 12/31/2023 |
Wells Fargo & Company MN | 4,298,794 | $335,435 | 12/31/2023 |
USMV | 4,298,794 | $335,435 | 12/31/2023 |
Ameriprise Financial Inc. | 4,237,311 | $330,644 | 12/31/2023 |
USMV | 4,237,311 | $330,644 | 12/31/2023 |
Alaska Permanent Fund Corp | 3,947,820 | $329,959 | 03/31/2024 |
USMV | 3,947,820 | $329,959 | 03/31/2024 |
UBS Group AG | 4,182,777 | $326,382 | 12/31/2023 |
USMV | 4,182,777 | $326,382 | 12/31/2023 |
Rational Advisors LLC | 3,577,133 | $279,124 | 12/31/2023 |
USMV | 3,577,133 | $279,124 | 12/31/2023 |
Millburn Ridgefield Corp | 3,577,133 | $279,124 | 12/31/2023 |
USMV | 3,577,133 | $279,124 | 12/31/2023 |
Catalyst Capital Advisors LLC | 3,577,133 | $279,124 | 12/31/2023 |
USMV | 3,577,133 | $279,124 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 3,170,418 | $264,984 | 03/31/2024 |
USMV | 3,170,418 | $264,984 | 03/31/2024 |
Sei Investments Co. | 2,799,988 | $218,483 | 12/31/2023 |
USMV | 2,799,988 | $218,483 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 2,720,842 | $212,308 | 12/31/2023 |
USMV | 2,720,842 | $212,308 | 12/31/2023 |
Commonwealth Equity Services LLC | 2,602,460 | $203,070 | 12/31/2023 |
USMV | 2,602,460 | $203,070 | 12/31/2023 |
Captrust Financial Advisors | 2,303,329 | $179,729 | 12/31/2023 |
USMV | 2,303,329 | $179,729 | 12/31/2023 |
Royal Bank of Canada | 2,197,425 | $171,464 | 12/31/2023 |
USMV | 2,197,425 | $171,464 | 12/31/2023 |
Cerity Partners LLC | 2,132,230 | $166,378 | 12/31/2023 |
USMV | 2,132,230 | $166,378 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,920,282 | $149,937 | 12/31/2023 |
USMV | 1,920,282 | $149,937 | 12/31/2023 |
Assetmark Inc. | 1,630,433 | $127,223 | 12/31/2023 |
USMV | 1,630,433 | $127,223 | 12/31/2023 |
US Bancorp DE | 1,472,067 | $114,865 | 12/31/2023 |
USMV | 1,472,067 | $114,865 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 1,463,224 | $114,175 | 12/31/2023 |
USMV | 1,463,224 | $114,175 | 12/31/2023 |
Bank of New York Mellon Corp | 1,380,371 | $107,710 | 12/31/2023 |
USMV | 1,380,371 | $107,710 | 12/31/2023 |
Mariner LLC | 1,334,892 | $104,162 | 12/31/2023 |
USMV | 1,334,892 | $104,162 | 12/31/2023 |
Securian Asset Management Inc | 1,290,762 | $100,718 | 12/31/2023 |
USMV | 1,290,762 | $100,718 | 12/31/2023 |
CWM LLC | 1,091,387 | $91,218 | 03/31/2024 |
USMV | 1,091,387 | $91,218 | 03/31/2024 |
Brookstone Capital Management | 1,089,145 | $91,031 | 03/31/2024 |
USMV | 1,089,145 | $91,031 | 03/31/2024 |
Cetera Advisors LLC | 1,156,060 | $90,207 | 12/31/2023 |
USMV | 1,156,060 | $90,207 | 12/31/2023 |
Financial Advisors LLC | 1,081,490 | $84,389 | 12/31/2023 |
USMV | 1,081,490 | $84,389 | 12/31/2023 |
MML Investors Services LLC | 1,068,806 | $83,399 | 12/31/2023 |
USMV | 1,068,806 | $83,399 | 12/31/2023 |
Johnson Investment Counsel Inc. | 1,052,761 | $82,147 | 12/31/2023 |
USMV | 1,052,761 | $82,147 | 12/31/2023 |
Wade G W & Inc. | 913,087 | $71,248 | 12/31/2023 |
USMV | 913,087 | $71,248 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 884,229 | $68,996 | 12/31/2023 |
USMV | 884,229 | $68,996 | 12/31/2023 |
Integrated Wealth Concepts LLC | 877,178 | $68,446 | 12/31/2023 |
USMV | 877,178 | $68,446 | 12/31/2023 |
AE Wealth Management LLC | 820,614 | $65,633 | 12/31/2023 |
USMV | 820,614 | $65,633 | 12/31/2023 |
Janney Montgomery Scott LLC | 821,754 | $64,121 | 12/31/2023 |
USMV | 821,754 | $64,121 | 12/31/2023 |
Horizon Investments LLC | 818,488 | $63,867 | 12/31/2023 |
USMV | 818,488 | $63,867 | 12/31/2023 |
Vestcor Inc | 788,484 | $61,525 | 12/31/2023 |
USMV | 788,484 | $61,525 | 12/31/2023 |
HighTower Advisors LLC | 776,696 | $60,556 | 12/31/2023 |
USMV | 776,696 | $60,556 | 12/31/2023 |
Quotient Wealth Partners LLC | 769,262 | $60,025 | 12/31/2023 |
USMV | 769,262 | $60,025 | 12/31/2023 |
Private Advisor Group LLC | 655,035 | $51,112 | 12/31/2023 |
USMV | 655,035 | $51,112 | 12/31/2023 |
Capstone Investment Advisors LLC | 622,029 | $48,537 | 12/31/2023 |
USMV | 622,029 | $48,537 | 12/31/2023 |
Allianz Asset Management GmbH | 596,741 | $46,564 | 12/31/2023 |
USMV | 596,741 | $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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