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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
0 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
73 filers reported a long position in USMF for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| HighTower Advisors, LLC | $74.1M | 1.4M | +0.2% |
| Bluespring Wealth Management, LLC | $32.3M | 594.9K | +31.6% |
| Team Financial Group, LLC | $15.5M | 285.8K | -22% |
| LPL Financial LLC | $10.8M | 198.5K | -12.2% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $10.4M | 192.4K | -46.3% |
| WELLS FARGO & COMPANY/MN | $7.5M | 139.1K | -13.5% |
| Cetera Investment Advisers | $5.4M | 100.4K | -3.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | $5M | 92.6K | -85.5% |
| EVOLVE PRIVATE WEALTH, LLC | $4.5M | 82.6K | +3.9% |
| NewEdge Advisors, LLC | $3.3M | 60.1K | -3.5% |
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