403 tracked 13F filers disclose a position in USRT as of the latest SEC 13F filings, a combined $2.4B 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 | BlackRock, Inc. | $271.3M | 4.6M | ▼−1.9% Reduced · −88K sh | Q1 2026 | |
| 2 | US BANCORP \DE\ | $165.5M | 2.8M | ▼−0.6% Reduced · −16K sh | Q1 2026 | |
| 3 | GLENMEDE TRUST CO NA | $128.8M | 1.9M | ▼−1.4% Reduced · −27K sh | Q2 2026 | |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $107.7M | 1.8M | ▼−1.2% Reduced · −21K sh | Q1 2026 | |
| 5 | Trust Co of Tennessee | $79.4M | 1.2M | ▼−3.2% Reduced · −40K sh | Q2 2026 | |
| 6 | MORGAN STANLEY | $56.4M | 953K | ▼−56% Reduced · −1.2M sh | Q1 2026 | |
| 7 | Savant Capital, LLC | $63.2M | 951K | ▼−0.6% Reduced · −6K sh | Q2 2026 | |
| 8 | Cerity Partners LLC | $54.2M | 916K | ▲+5.0% Added · +44K sh | Q1 2026 | |
| 9 | Disciplina Capital Management LLC | $52.0M | 783K | ▼−9.1% Reduced · −79K sh | Q2 2026 | |
| 10 | FIFTH THIRD BANCORP | $46.0M | 778K | ▲2k× Added · +777K sh | Q1 2026 | |
| 11 | Prime Capital Investment Advisors, LLC | $51.4M | 773K | ▼−0.1% Reduced · −817 sh | Q2 2026 | |
| 12 | LPL Financial LLC | $44.6M | 753K | ▲+10% Added · +70K sh | Q1 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $42.2M | 714K | ▲+14% Added · +89K sh | Q1 2026 | |
| 14 | Blueprint Investment Partners LLC | $42.9M | 646K | ▲+194% Added · +427K sh | Q2 2026 | |
| 15 | MISSION WEALTH MANAGEMENT, LP | $41.9M | 630K | ▲+20% Added · +104K sh | Q2 2026 | |
| 16 | Corient Private Wealth LLC | $36.6M | 619K | ▼−3.0% Reduced · −19K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $35.0M | 592K | ▼−59% Reduced · −842K sh | Q1 2026 | |
| 18 | Apollon Wealth Management, LLC | $34.1M | 576K | ▲+7.1% Added · +38K sh | Q1 2026 | |
| 19 | HighTower Advisors, LLC | $33.1M | 559K | ▼−0.9% Reduced · −5K sh | Q1 2026 | |
| 20 | Rodgers & Associates, LTD | $26.7M | 402K | ▲+0.7% Added · +3K sh | Q2 2026 | |
| 21 | Charles Schwab Trust Co | $26.1M | 392K | ▼−4.5% Reduced · −19K sh | Q2 2026 | |
| 22 | SMI Advisory Services, LLC | $25.3M | 378K | ▲New +378K sh | Q2 2026 | |
| 23 | Blueprint Financial Advisors LLC | $23.9M | 360K | ▲+181% Added · +232K sh | Q2 2026 | |
| 24 | CHOREO, LLC | $23.7M | 357K | ▼−7.7% Reduced · −30K sh | Q2 2026 | |
| 25 | STEPHENS INC /AR/ | $23.7M | 356K | ▼−2.5% Reduced · −9K 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 USRT and 25 added to an existing one, while 14 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 | 223 funds | $61.0B |
| NVIDIA CORPNVDA | 216 funds | $75.8B |
| MICROSOFT CORPMSFT | 215 funds | $52.6B |
| AMAZON.COM INCAMZN | 214 funds | $37.7B |
| ALPHABET INC-CL AGOOGL | 209 funds | $32.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 202 funds | $8.8B |
| ISHARES CORE S&P 500 ETFIVV | 201 funds | $20.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 201 funds | $11.9B |
| ALPHABET INC-CL CGOOG | 198 funds | $24.4B |
| JPMORGAN CHASE & COJPM | 198 funds | $15.7B |
| META PLATFORMS INC-CLASS AMETA | 196 funds | $18.2B |
| JOHNSON & JOHNSONJNJ | 196 funds | $10.8B |
Ranked by how many of USRT's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MUBcs | 1519 funds | $35.3B |
| EFViShares MSCI EAFE Value ETF | 1158 funds | $23.8B |
| EFGcs | 977 funds | $12.2B |
| ITAcs | 942 funds | $6.6B |
| MBBcs | 934 funds | $34.2B |
| IGSBcs | 923 funds | $15.2B |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF USD Class | 887 funds | $20.2B |
| PFFcs | 885 funds | $5.0B |
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 USRT
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/USRT/capital-change-brief"
Use Arkolith's capital_change_brief for USRT. 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 USRT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.