66 tracked 13F filers disclose a position in USMF as of the latest SEC 13F filings, a combined $232.4M 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 | HighTower Advisors, LLC | $67.3M | 1.4M | ▲+0.8% Added · +11K sh | Q1 2026 | |
| 2 | Lido Advisors, LLC | $33.3M | 674K | ▼−12% Reduced · −90K sh | Q1 2026 | |
| 3 | GREAT VALLEY ADVISOR GROUP, INC. | $31.5M | 638K | ▲+8.0% Added · +47K sh | Q1 2026 | |
| 4 | Team Financial Group, LLC | $15.5M | 286K | ▼−22% Reduced · −81K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $11.2M | 226K | ▼−15% Reduced · −39K sh | Q1 2026 | |
| 6 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $10.4M | 192K | ▼−46% Reduced · −166K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $7.9M | 161K | ▼−23% Reduced · −47K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $5.1M | 104K | ▼−3.6% Reduced · −4K sh | Q1 2026 | |
| 9 | EVOLVE PRIVATE WEALTH, LLC | $3.9M | 80K | ▲+0.3% Added · +221 sh | Q1 2026 | |
| 10 | Mariner, LLC | $3.6M | 72K | ▲+0.1% Added · +64 sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $3.1M | 62K | ▼−12% Reduced · −9K sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $2.4M | 50K | ▲+29% Added · +11K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $2.3M | 47K | ▼−85% Reduced · −272K sh | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 38K | ▲+109% Added · +20K sh | Q1 2026 | |
| 15 | Allworth Financial LP | $1.9M | 38K | ▼−5.8% Reduced · −2K sh | Q1 2026 | |
| 16 | Keating Financial Advisory Services, Inc. | $1.8M | 36K | ▼−52% Reduced · −40K sh | Q1 2026 | |
| 17 | Integrated Wealth Concepts LLC | $1.8M | 36K | ▲New +36K sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $1.9M | 35K | ▼−6.8% Reduced · −3K sh | Q2 2026 | |
| 19 | Stratos Wealth Partners, LTD. | $1.6M | 32K | ▼−1.5% Reduced · −501 sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 30K | ▼−66% Reduced · −60K sh | Q1 2026 | |
| 21 | JPMORGAN CHASE & CO | $1.4M | 29K | ▲+6.5% Added · +2K sh | Q1 2026 | |
| 22 | WCG Wealth Advisors LLC | $1.3M | 27K | ▼−2.4% Reduced · −662 sh | Q1 2026 | |
| 23 | Archer Investment Management, LLC | $1.3M | 24K | ▼−7.6% Reduced · −2K sh | Q2 2026 | |
| 24 | CITADEL ADVISORS LLC | $1.1M | 23K | ▲New +23K sh | Q1 2026 | |
| 25 | Merit Financial Group, LLC | $1.2M | 21K | ▼−67% Reduced · −44K 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, 2 funds opened a new position in USMF and 7 added to an existing one, while 11 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 |
|---|---|---|
| NVIDIA CORPNVDA | 22 funds | $41.1B |
| APPLE INCAAPL | 22 funds | $31.2B |
| AMAZON.COM INCAMZN | 22 funds | $19.1B |
| MICROSOFT CORPMSFT | 21 funds | $25.9B |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $3.9B |
| ISHARES MSCI USA QUALITY FACQUAL | 21 funds | $180.1M |
| TESLA INCTSLA | 20 funds | $9.4B |
| JOHNSON & JOHNSONJNJ | 20 funds | $5.5B |
| COSTCO WHOLESALE CORPCOST | 20 funds | $4.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 20 funds | $1.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 20 funds | $1.3B |
| ISHARES MSCI USA MOMENTUM FAMTUM | 20 funds | $192.0M |
Ranked by how many of USMF'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 |
|---|---|---|
| USFRmc | 466 funds | $9.1B |
| QGRWmc | 139 funds | $1.7B |
| WTAImc | 125 funds | $173.2M |
| NTSXmc | 88 funds | $729.2M |
| WCLDFUND | 74 funds | $87.2M |
| USMFthis pageUS MULTIFACTOR ETF | 66 funds | $232.4M |
| GCCmc | 62 funds | $142.7M |
| GDEmc | 57 funds | $95.9M |
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 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/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 + Form 4 insider transactions + 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.