560 tracked 13F filers disclose a position in USFR as of the latest SEC 13F filings, a combined $9.7B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $878.0M | 17.4M | ▲+4.7% Added · +787K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $802.1M | 15.9M | ▲+11% Added · +1.6M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $642.3M | 12.8M | ▼−0.7% Reduced · −95K sh | Q1 2026 | |
| 4 | Summit Trail Advisors, LLC | $568.2M | 11.3M | ▲+14% Added · +1.4M sh | Q2 2026 | |
| 5 | NewEdge Wealth, LLC | $558.9M | 11.1M | ▲+45% Added · +3.5M sh | Q2 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $354.4M | 7.0M | ▼−0.9% Reduced · −67K sh | Q1 2026 | |
| 7 | BIP Wealth, LLC | $278.0M | 5.5M | ▲+8.3% Added · +422K sh | Q2 2026 | |
| 8 | UBS Group AG | $256.3M | 5.1M | ▼−9.6% Reduced · −542K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $198.3M | 3.9M | ▲+18% Added · +603K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $193.1M | 3.8M | ▲+20% Added · +634K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $141.7M | 2.8M | ▼−10% Reduced · −327K sh | Q1 2026 | |
| 12 | Serenus Wealth Advisors, LLC | $122.1M | 2.4M | ▲+0.3% Added · +7K sh | Q2 2026 | |
| 13 | HighTower Advisors, LLC | $117.8M | 2.3M | ▼−1.6% Reduced · −39K sh | Q1 2026 | |
| 14 | Howard Capital Management Inc. | Withheld | 2.1M | ▲+1.2% Added · +24K sh | Q2 2026 | |
| 15 | MISSION WEALTH MANAGEMENT, LP | $94.1M | 1.9M | ▲+115% Added · +1.0M sh | Q2 2026 | |
| 16 | Morton Capital Management LLC/CA | $87.6M | 1.7M | ▲+3.7% Added · +63K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $86.0M | 1.7M | ▲+3.9% Added · +64K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $86.0M | 1.7M | ▼−22% Reduced · −486K sh | Q1 2026 | |
| 19 | Private Advisor Group, LLC | $78.9M | 1.6M | ▼−32% Reduced · −749K sh | Q2 2026 | |
| 20 | Rockefeller Capital Management L.P. | $76.9M | 1.5M | ▲+18% Added · +235K sh | Q1 2026 | |
| 21 | Kestra Advisory Services, LLC | $75.3M | 1.5M | ▼−26% Reduced · −515K sh | Q2 2026 | |
| 22 | Encompass More Asset Management | $74.2M | 1.5M | ▲+58% Added · +543K sh | Q2 2026 | |
| 23 | Cardinal Point Capital Management ULC | $72.3M | 1.4M | ▼−2.6% Reduced · −38K sh | Q2 2026 | |
| 24 | IHT Wealth Management, LLC | $68.9M | 1.4M | ▼−23% Reduced · −414K sh | Q2 2026 | |
| 25 | DAVENPORT & Co LLC | $65.9M | 1.3M | ▲+3.3% Added · +42K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in USFR and 29 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 318 funds | $68.2B |
| MICROSOFT CORPMSFT | 309 funds | $57.1B |
| NVIDIA CORPNVDA | 307 funds | $82.2B |
| AMAZON.COM INCAMZN | 306 funds | $42.6B |
| ALPHABET INC-CL AGOOGL | 305 funds | $38.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 297 funds | $17.6B |
| ALPHABET INC-CL CGOOG | 294 funds | $23.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 293 funds | $11.0B |
| JPMORGAN CHASE & COJPM | 289 funds | $16.4B |
| META PLATFORMS INC-CLASS AMETA | 286 funds | $20.6B |
| BROADCOM INCAVGO | 285 funds | $31.3B |
| ISHARES CORE S&P 500 ETFIVV | 283 funds | $21.2B |
Ranked by how many of USFR's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| USFRthis pagemc | 560 funds | $9.7B |
| QGRWmc | 152 funds | $1.9B |
| WTAImc | 147 funds | $215.5M |
| NTSXmc | 100 funds | $743.3M |
| WCLDFUND | 87 funds | $127.2M |
| USMFUS MULTIFACTOR ETF | 68 funds | $204.4M |
| GCCmc | 67 funds | $144.3M |
| GDEmc | 65 funds | $240.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for USFR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/USFR/capital-change-brief"
Use Arkolith's capital_change_brief for USFR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for USFR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.