Among active 13F managers last quarter, 1 opened and 3 added, while 16 reduced; the largest holder to move was Team Financial Group, LLC (−22%).
68 tracked 13F filers disclose a position in USMF as of the latest SEC 13F filings, a combined $203.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.4M | $67.3M | ▲+0.8% Added · +11K sh | Q1 2026 | |
| 2 | Bluespring Wealth Management, LLC | 595K | $32.3M | ▲+32% Added · +143K sh | Q2 2026 | |
| 3 | Team Financial Group, LLC | 286K | $15.5M | ▼−22% Reduced · −81K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 226K | $11.2M | ▼−15% Reduced · −39K sh | Q1 2026 | |
| 5 | Walled Lake Planning & Wealth Management, LLC | 192K | $10.4M | ▼−46% Reduced · −166K sh | Q2 2026 | |
| 6 | Wells Fargo & Company | 161K | $7.9M | ▼−23% Reduced · −47K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | 104K | $5.1M | ▼−3.6% Reduced · −4K sh | Q1 2026 | |
| 8 | Great Valley Advisor Group, Inc. | 93K | $5.0M | ▼−85% Reduced · −545K sh | Q2 2026 | |
| 9 | Evolve Private Wealth, LLC | 83K | $4.5M | ▲+3.9% Added · +3K sh | Q2 2026 | |
| 10 | Mariner, LLC | 72K | $3.6M | ▲+0.1% Added · +64 sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | 60K | $3.3M | ▼−3.5% Reduced · −2K sh | Q2 2026 | |
| 12 | Morgan Stanley | 50K | $2.4M | ▲+29% Added · +11K sh | Q1 2026 | |
| 13 | Raymond James Financial Inc | 47K | $2.3M | ▼−85% Reduced · −272K sh | Q1 2026 | |
| 14 | Susquehanna International Group, LLP | 38K | $1.9M | ▲+109% Added · +20K sh | Q1 2026 | |
| 15 | Allworth Financial LP | 38K | $1.9M | ▼−5.8% Reduced · −2K sh | Q1 2026 | |
| 16 | Private Advisor Group, LLC | 35K | $1.9M | ▼−6.8% Reduced · −3K sh | Q2 2026 | |
| 17 | Stratos Wealth Partners, LTD. | 32K | $1.8M | ▼~0% Reduced · −6 sh | Q2 2026 | |
| 18 | Northwestern Mutual Wealth Management Co | 30K | $1.5M | ▼−66% Reduced · −60K sh | Q1 2026 | |
| 19 | JPMorgan Chase & Co | 29K | $1.4M | ▲+6.5% Added · +2K sh | Q1 2026 | |
| 20 | WCG Wealth Advisors LLC | 27K | $1.3M | ▼−2.4% Reduced · −662 sh | Q1 2026 | |
| 21 | Integrated Wealth Concepts LLC | 26K | $1.4M | ▼−26% Reduced · −9K sh | Q2 2026 | |
| 22 | Archer Investment Management, LLC | 24K | $1.3M | ▼−7.6% Reduced · −2K sh | Q2 2026 | |
| 23 | Merit Financial Group, LLC | 21K | $1.2M | ▼−67% Reduced · −44K sh | Q2 2026 | |
| 24 | Osaic Holdings, Inc. | 21K | $1.0M | ▼−29% Reduced · −9K sh | Q1 2026 | |
| 25 | IHT Wealth Management, LLC | 18K | $951K | ▲+21% Added · +3K 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, 1 fund opened a new position in USMF and 3 added to an existing one, while 16 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 23 funds | $40.3B |
| Apple IncAAPL | 23 funds | $32.1B |
| Amazon.com IncAMZN | 23 funds | $20.0B |
| Microsoft CorpMSFT | 22 funds | $26.4B |
| Ishares Core S&P 500 ETFIVV | 22 funds | $14.6B |
| Tesla IncTSLA | 21 funds | $9.2B |
| Johnson & JohnsonJNJ | 21 funds | $5.4B |
| Costco Wholesale CorpCOST | 21 funds | $4.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 21 funds | $1.6B |
| Vanguard Total Stock MKT ETFVTI | 21 funds | $1.4B |
| Vanguard S&P 500 ETFVOO | 21 funds | $1.1B |
| Ste STR SPDR PT S&P 500 ETFSPYM | 21 funds | $566.6M |
Ranked by how many of USMF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in USMF.
| Class | 13F holders | Value held |
|---|---|---|
| USFRmc | 564 funds | $9.7B |
| QGRWmc | 149 funds | $1.9B |
| WTAImc | 148 funds | $217.0M |
| NTSXmc | 104 funds | $744.9M |
| WCLDFUND | 86 funds | $129.1M |
| USMFthis pageUS MULTIFACTOR ETF | 68 funds | $203.9M |
| GDEmc | 65 funds | $240.3M |
| GCCmc | 65 funds | $144.0M |
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 USMF
This ETF 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/USMF/capital-change-brief"
Use Arkolith's capital_change_brief for USMF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for USMF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.