There is a long list of 331 institutional holders of USRT 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 USRT by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-USRT table below, the initial column indicates the name of each top institutional holder of USRT, with a link to that fund's top holdings. The next columns indicate the amount of USRT stock held by each of the institutional holders of USRT, followed by the USRT 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
Charles Schwab Investment Advisory Inc.	2,687,811	$145,921	12/31/2023
USRT	2,687,811	$145,921	12/31/2023
BlackRock Inc.	2,584,045	$140,288	12/31/2023
USRT	2,584,045	$140,288	12/31/2023
US Bancorp DE	2,368,681	$128,596	12/31/2023
USRT	2,368,681	$128,596	12/31/2023
Northwestern Mutual Wealth Management Co.	919,605	$49,925	12/31/2023
USRT	919,605	$49,925	12/31/2023
DiMeo Schneider & Associates L.L.C.	805,668	$43,740	12/31/2023
USRT	805,668	$43,740	12/31/2023
CI Private Wealth LLC	745,132	$40,453	12/31/2023
USRT	745,132	$40,453	12/31/2023
Morgan Stanley	732,682	$39,777	12/31/2023
USRT	732,682	$39,777	12/31/2023
Bank of America Corp DE	674,911	$36,641	12/31/2023
USRT	674,911	$36,641	12/31/2023
Thrivent Financial for Lutherans	647,209	$35,137	12/31/2023
USRT	647,209	$35,137	12/31/2023
RSM US Wealth Management LLC	593,359	$32,213	12/31/2023
USRT	593,359	$32,213	12/31/2023
Wealth Enhancement Advisory Services LLC	517,753	$27,855	03/31/2024
USRT	517,753	$27,855	03/31/2024
Envestnet Asset Management Inc.	503,552	$27,338	12/31/2023
USRT	503,552	$27,338	12/31/2023
Mission Wealth Management LP	460,293	$24,989	12/31/2023
USRT	460,293	$24,989	12/31/2023
Charles Schwab Trust Co	452,213	$24,329	03/31/2024
USRT	452,213	$24,329	03/31/2024
Heritage Financial Services LLC	442,680	$24,033	12/31/2023
USRT	442,680	$24,033	12/31/2023
Rockbridge Investment Management LCC	411,291	$22,329	12/31/2023
USRT	411,291	$22,329	12/31/2023
HighTower Advisors LLC	405,213	$22,000	12/31/2023
USRT	405,213	$22,000	12/31/2023
Advisory Alpha LLC	376,071	$20,421	12/31/2023
USRT	376,071	$20,421	12/31/2023
Cerity Partners LLC	337,362	$18,315	12/31/2023
USRT	337,362	$18,315	12/31/2023
Financial & Tax Architects LLC	333,747	$18,119	12/31/2023
USRT	333,747	$18,119	12/31/2023
Blueprint Investment Partners LLC	331,113	$17,976	12/31/2023
USRT	331,113	$17,976	12/31/2023
S. R. Schill & Associates	303,311	$16,318	03/31/2024
USRT	303,311	$16,318	03/31/2024
Stephens Inc. AR	293,784	$15,950	12/31/2023
USRT	293,784	$15,950	12/31/2023
UBS Group AG	280,802	$15,245	12/31/2023
USRT	280,802	$15,245	12/31/2023
Schroder Investment Management Group	270,000	$14,658	12/31/2023
USRT	270,000	$14,658	12/31/2023
BKD Wealth Advisors LLC	270,822	$14,570	03/31/2024
USRT	270,822	$14,570	03/31/2024
JPMorgan Chase & Co.	256,859	$13,945	12/31/2023
USRT	256,859	$13,945	12/31/2023
Legacy Financial Group LLC	253,774	$13,653	03/31/2024
USRT	253,774	$13,653	03/31/2024
MBE Wealth Management LLC	241,642	$13,000	03/31/2024
USRT	241,642	$13,000	03/31/2024
Ellenbecker Investment Group	228,917	$12,316	03/31/2024
USRT	228,917	$12,316	03/31/2024
Phillips Financial Management LLC	219,258	$11,796	03/31/2024
USRT	219,258	$11,796	03/31/2024
Glenview Trust Co	209,969	$11,399	12/31/2023
USRT	209,969	$11,399	12/31/2023
Halbert Hargrove Global Advisors LLC	208,447	$11,214	03/31/2024
USRT	208,447	$11,214	03/31/2024
Agincourt Capital Management LLC	200,433	$10,783	03/31/2024
USRT	200,433	$10,783	03/31/2024
Pure Financial Advisors Inc.	194,368	$10,457	03/31/2024
USRT	194,368	$10,457	03/31/2024
Rodgers & Associates LTD	190,732	$10,355	12/31/2023
USRT	190,732	$10,355	12/31/2023
Tectonic Advisors LLC	177,217	$9,621	12/31/2023
USRT	177,217	$9,621	12/31/2023
Green Harvest Asset Management LLC	175,777	$9,543	12/31/2023
USRT	175,777	$9,543	12/31/2023
Royal Bank of Canada	170,742	$9,269	12/31/2023
USRT	170,742	$9,269	12/31/2023
TPG Financial Advisors LLC	169,210	$9,169	12/31/2023
USRT	169,210	$9,169	12/31/2023
ERn Financial LLC	169,148	$9,100	03/31/2024
USRT	169,148	$9,100	03/31/2024
Advisor Group Holdings Inc.	164,959	$8,956	12/31/2023
USRT	164,959	$8,956	12/31/2023
Fund Evaluation Group LLC	164,782	$8,946	12/31/2023
USRT	164,782	$8,946	12/31/2023
Goldman Sachs Group Inc.	140,344	$7,619	12/31/2023
USRT	140,344	$7,619	12/31/2023
Ameriprise Financial Inc.	138,607	$7,524	12/31/2023
USRT	138,607	$7,524	12/31/2023
FIL Ltd	133,521	$7,249	12/31/2023
USRT	133,521	$7,249	12/31/2023
LPL Financial LLC	131,723	$7,151	12/31/2023
USRT	131,723	$7,151	12/31/2023
Cornerstone Management Inc.	124,939	$6,783	12/31/2023
USRT	124,939	$6,783	12/31/2023
Lido Advisors LLC	118,155	$6,415	12/31/2023
USRT	118,155	$6,415	12/31/2023
Commonwealth Equity Services LLC	115,216	$6,255	12/31/2023
USRT	115,216	$6,255	12/31/2023

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

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