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On this page, we present all of the funds holding USRT from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding USRT, with a link to that fund's top holdings. The next columns
indicate the amount of USRT stock held by each of the funds holding USRT, followed by the USRT position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 335 funds holding USRT within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Charles Schwab Investment Advisory Inc.. For more details on the positions held by Charles Schwab Investment Advisory Inc.
(or by any of the other funds holding USRT), click the fund name in the "Holder" column of the funds-holding-USRT table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Charles Schwab Investment Advisory Inc. | 2,687,811 | $145,921 | 12/31/2023 | | USRT | 2,687,811 | $145,921 | 12/31/2023 | | BlackRock Inc. | 2,584,045 | $140,288 | 12/31/2023 | | USRT | 2,584,045 | $140,288 | 12/31/2023 | | US Bancorp DE | 2,368,681 | $128,596 | 12/31/2023 | | USRT | 2,368,681 | $128,596 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 919,605 | $49,925 | 12/31/2023 | | USRT | 919,605 | $49,925 | 12/31/2023 | | DiMeo Schneider & Associates L.L.C. | 805,668 | $43,740 | 12/31/2023 | | USRT | 805,668 | $43,740 | 12/31/2023 | | CI Private Wealth LLC | 745,132 | $40,453 | 12/31/2023 | | USRT | 745,132 | $40,453 | 12/31/2023 | | Morgan Stanley | 732,682 | $39,777 | 12/31/2023 | | USRT | 732,682 | $39,777 | 12/31/2023 | | Bank of America Corp DE | 674,911 | $36,641 | 12/31/2023 | | USRT | 674,911 | $36,641 | 12/31/2023 | | Thrivent Financial for Lutherans | 647,209 | $35,137 | 12/31/2023 | | USRT | 647,209 | $35,137 | 12/31/2023 | | RSM US Wealth Management LLC | 593,359 | $32,213 | 12/31/2023 | | USRT | 593,359 | $32,213 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 517,753 | $27,855 | 03/31/2024 | | USRT | 517,753 | $27,855 | 03/31/2024 | | Envestnet Asset Management Inc. | 503,552 | $27,338 | 12/31/2023 | | USRT | 503,552 | $27,338 | 12/31/2023 | | Mission Wealth Management LP | 460,293 | $24,989 | 12/31/2023 | | USRT | 460,293 | $24,989 | 12/31/2023 | | Charles Schwab Trust Co | 452,213 | $24,329 | 03/31/2024 | | USRT | 452,213 | $24,329 | 03/31/2024 | | Heritage Financial Services LLC | 442,680 | $24,033 | 12/31/2023 | | USRT | 442,680 | $24,033 | 12/31/2023 | | Rockbridge Investment Management LCC | 411,291 | $22,329 | 12/31/2023 | | USRT | 411,291 | $22,329 | 12/31/2023 | | HighTower Advisors LLC | 405,213 | $22,000 | 12/31/2023 | | USRT | 405,213 | $22,000 | 12/31/2023 | | Advisory Alpha LLC | 376,071 | $20,421 | 12/31/2023 | | USRT | 376,071 | $20,421 | 12/31/2023 | | Cerity Partners LLC | 337,362 | $18,315 | 12/31/2023 | | USRT | 337,362 | $18,315 | 12/31/2023 | | Financial & Tax Architects LLC | 333,747 | $18,119 | 12/31/2023 | | USRT | 333,747 | $18,119 | 12/31/2023 | | Blueprint Investment Partners LLC | 331,113 | $17,976 | 12/31/2023 | | USRT | 331,113 | $17,976 | 12/31/2023 | | S. R. Schill & Associates | 303,311 | $16,318 | 03/31/2024 | | USRT | 303,311 | $16,318 | 03/31/2024 | | Stephens Inc. AR | 293,784 | $15,950 | 12/31/2023 | | USRT | 293,784 | $15,950 | 12/31/2023 | | UBS Group AG | 280,802 | $15,245 | 12/31/2023 | | USRT | 280,802 | $15,245 | 12/31/2023 | | Schroder Investment Management Group | 270,000 | $14,658 | 12/31/2023 | | USRT | 270,000 | $14,658 | 12/31/2023 | | BKD Wealth Advisors LLC | 270,822 | $14,570 | 03/31/2024 | | USRT | 270,822 | $14,570 | 03/31/2024 | | JPMorgan Chase & Co. | 256,859 | $13,945 | 12/31/2023 | | USRT | 256,859 | $13,945 | 12/31/2023 | | Legacy Financial Group LLC | 253,774 | $13,653 | 03/31/2024 | | USRT | 253,774 | $13,653 | 03/31/2024 | | MBE Wealth Management LLC | 241,642 | $13,000 | 03/31/2024 | | USRT | 241,642 | $13,000 | 03/31/2024 | | Ellenbecker Investment Group | 228,917 | $12,316 | 03/31/2024 | | USRT | 228,917 | $12,316 | 03/31/2024 | | Phillips Financial Management LLC | 219,258 | $11,796 | 03/31/2024 | | USRT | 219,258 | $11,796 | 03/31/2024 | | Glenview Trust Co | 209,969 | $11,399 | 12/31/2023 | | USRT | 209,969 | $11,399 | 12/31/2023 | | Halbert Hargrove Global Advisors LLC | 208,447 | $11,214 | 03/31/2024 | | USRT | 208,447 | $11,214 | 03/31/2024 | | Agincourt Capital Management LLC | 200,433 | $10,783 | 03/31/2024 | | USRT | 200,433 | $10,783 | 03/31/2024 | | Pure Financial Advisors Inc. | 194,368 | $10,457 | 03/31/2024 | | USRT | 194,368 | $10,457 | 03/31/2024 | | Rodgers & Associates LTD | 190,732 | $10,355 | 12/31/2023 | | USRT | 190,732 | $10,355 | 12/31/2023 | | Tectonic Advisors LLC | 177,217 | $9,621 | 12/31/2023 | | USRT | 177,217 | $9,621 | 12/31/2023 | | Green Harvest Asset Management LLC | 175,777 | $9,543 | 12/31/2023 | | USRT | 175,777 | $9,543 | 12/31/2023 | | Royal Bank of Canada | 170,742 | $9,269 | 12/31/2023 | | USRT | 170,742 | $9,269 | 12/31/2023 | | TPG Financial Advisors LLC | 169,210 | $9,169 | 12/31/2023 | | USRT | 169,210 | $9,169 | 12/31/2023 | | ERn Financial LLC | 169,148 | $9,100 | 03/31/2024 | | USRT | 169,148 | $9,100 | 03/31/2024 | | Advisor Group Holdings Inc. | 164,959 | $8,956 | 12/31/2023 | | USRT | 164,959 | $8,956 | 12/31/2023 | | Fund Evaluation Group LLC | 164,782 | $8,946 | 12/31/2023 | | USRT | 164,782 | $8,946 | 12/31/2023 | | Goldman Sachs Group Inc. | 140,344 | $7,619 | 12/31/2023 | | USRT | 140,344 | $7,619 | 12/31/2023 | | Ameriprise Financial Inc. | 138,607 | $7,524 | 12/31/2023 | | USRT | 138,607 | $7,524 | 12/31/2023 | | FIL Ltd | 133,521 | $7,249 | 12/31/2023 | | USRT | 133,521 | $7,249 | 12/31/2023 | | LPL Financial LLC | 131,723 | $7,151 | 12/31/2023 | | USRT | 131,723 | $7,151 | 12/31/2023 | | Cornerstone Management Inc. | 124,939 | $6,783 | 12/31/2023 | | USRT | 124,939 | $6,783 | 12/31/2023 | | Lido Advisors LLC | 118,155 | $6,415 | 12/31/2023 | | USRT | 118,155 | $6,415 | 12/31/2023 | | Commonwealth Equity Services LLC | 115,216 | $6,255 | 12/31/2023 | | USRT | 115,216 | $6,255 | 12/31/2023 | | Spartan Planning & Wealth Management | 113,143 | $6,143 | 12/31/2023 | | USRT | 113,143 | $6,143 | 12/31/2023 | | SMI Advisory Services LLC | 112,457 | $6,039 | 03/31/2024 | | USRT | 112,457 | $6,039 | 03/31/2024 | | Creative Planning | 102,948 | $5,589 | 12/31/2023 | | USRT | 102,948 | $5,589 | 12/31/2023 | | Bank of Nova Scotia | 102,920 | $5,583 | 12/31/2023 | | USRT | 102,920 | $5,583 | 12/31/2023 | | Modern Wealth Management LLC | 101,948 | $5,535 | 12/31/2023 | | USRT | 101,948 | $5,535 | 12/31/2023 | | Raymond James & Associates | 102,439 | $5,511 | 03/31/2024 | | USRT | 102,439 | $5,511 | 03/31/2024 | | CIC Wealth LLC | 101,421 | $5,456 | 03/31/2024 | | USRT | 101,421 | $5,456 | 03/31/2024 | | Marshall Financial Group Inc. ADV | 99,970 | $5,427 | 12/31/2023 | | USRT | 99,970 | $5,427 | 12/31/2023 | | Krueger & Catalano Capital Partners LLC | 100,025 | $5,381 | 03/31/2024 | | USRT | 100,025 | $5,381 | 03/31/2024 | | Biltmore Wealth Management LLC | 98,899 | $5,369 | 12/31/2023 | | USRT | 98,899 | $5,369 | 12/31/2023 | | Sumitomo Life Insurance Co. | 98,000 | $5,320 | 12/31/2023 | | USRT | 98,000 | $5,320 | 12/31/2023 | | Cornerstone Partners Capital Management LLC | 97,080 | $5,270 | 12/31/2023 | | USRT | 97,080 | $5,270 | 12/31/2023 | | Peak Financial Management Inc. | 89,746 | $4,828 | 03/31/2024 | | USRT | 89,746 | $4,828 | 03/31/2024 | | Congress Wealth Management LLC DE | 87,459 | $4,705 | 03/31/2024 | | USRT | 87,459 | $4,705 | 03/31/2024 | | Topel & Distasi Wealth Management LLC | 83,171 | $4,515 | 12/31/2023 | | USRT | 83,171 | $4,515 | 12/31/2023 | | CoreCap Advisors LLC | 82,931 | $4,502 | 12/31/2023 | | USRT | 82,931 | $4,502 | 12/31/2023 | | Glenmede Trust Co. NA | 82,615 | $4,485 | 12/31/2023 | | USRT | 82,615 | $4,485 | 12/31/2023 | | Cambridge Associates LLC MA ADV | 80,120 | $4,350 | 12/31/2023 | | USRT | 80,120 | $4,350 | 12/31/2023 | | Congress Asset Management Co. MA | 76,802 | $4,132 | 03/31/2024 | | USRT | 76,802 | $4,132 | 03/31/2024 | | Rockefeller Capital Management L.P. | 74,999 | $4,072 | 12/31/2023 | | USRT | 74,999 | $4,072 | 12/31/2023 | | Presilium Private Wealth LLC | 74,972 | $4,070 | 12/31/2023 | | USRT | 74,972 | $4,070 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 74,784 | $4,060 | 12/31/2023 | | USRT | 74,784 | $4,060 | 12/31/2023 | | U.S. Capital Wealth Advisors LLC | 73,124 | $3,970 | 12/31/2023 | | USRT | 73,124 | $3,970 | 12/31/2023 | | Visionary Wealth Advisors | 71,259 | $3,869 | 12/31/2023 | | USRT | 71,259 | $3,869 | 12/31/2023 | | Clark Capital Management Group Inc. | 71,009 | $3,855 | 12/31/2023 | | USRT | 71,009 | $3,855 | 12/31/2023 | | StrategIQ Financial Group LLC | 70,365 | $3,820 | 12/31/2023 | | USRT | 70,365 | $3,820 | 12/31/2023 | | Wells Fargo & Company MN | 70,332 | $3,818 | 12/31/2023 | | USRT | 70,332 | $3,818 | 12/31/2023 | | Prosperity Planning Inc. | 62,399 | $3,357 | 03/31/2024 | | USRT | 62,399 | $3,357 | 03/31/2024 | | First Hawaiian Bank | 61,417 | $3,304 | 03/31/2024 | | USRT | 61,417 | $3,304 | 03/31/2024 | | Bellwether Advisors LLC | 60,568 | $3,288 | 12/31/2023 | | USRT | 60,568 | $3,288 | 12/31/2023 | | Moneta Group Investment Advisors LLC | 60,199 | $3,268 | 12/31/2023 | | USRT | 60,199 | $3,268 | 12/31/2023 | | Windsor Capital Management LLC | 55,206 | $2,970 | 03/31/2024 | | USRT | 55,206 | $2,970 | 03/31/2024 | | O Shaughnessy Asset Management LLC | 52,302 | $2,839 | 12/31/2023 | | USRT | 52,302 | $2,839 | 12/31/2023 | | State Street Corp | 45,400 | $2,465 | 12/31/2023 | | USRT | 45,400 | $2,465 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 45,796 | $2,464 | 03/31/2024 | | USRT | 45,796 | $2,464 | 03/31/2024 | | Blue Edge Capital LLC | 45,230 | $2,456 | 12/31/2023 | | USRT | 45,230 | $2,456 | 12/31/2023 | | Moody National Bank Trust Division | 44,578 | $2,398 | 03/31/2024 | | USRT | 44,578 | $2,398 | 03/31/2024 | | Coco Enterprises LLC | 43,911 | $2,384 | 12/31/2023 | | USRT | 43,911 | $2,384 | 12/31/2023 | | Kohmann Bosshard Financial Services LLC | 43,262 | $2,327 | 03/31/2024 | | USRT | 43,262 | $2,327 | 03/31/2024 | | Charles Schwab Investment Management Inc. | 41,261 | $2,240 | 12/31/2023 | | USRT | 41,261 | $2,240 | 12/31/2023 | | Securian Asset Management Inc | 39,803 | $2,161 | 12/31/2023 | | USRT | 39,803 | $2,161 | 12/31/2023 | | RDA Financial Network | 39,517 | $2,126 | 03/31/2024 | | USRT | 39,517 | $2,126 | 03/31/2024 | | Atomi Financial Group Inc. | 38,434 | $2,087 | 12/31/2023 | | USRT | 38,434 | $2,087 | 12/31/2023 | | Simplicity Wealth LLC | 37,143 | $1,998 | 03/31/2024 | | USRT | 37,143 | $1,998 | 03/31/2024 | | CarsonAllaria Wealth Management Ltd. | 36,139 | $1,962 | 12/31/2023 | | USRT | 36,139 | $1,962 | 12/31/2023 | | AE Wealth Management LLC | 36,966 | $1,945 | 12/31/2023 | | USRT | 36,966 | $1,945 | 12/31/2023 | | Avantax Advisory Services Inc. | 35,282 | $1,915 | 12/31/2023 | | USRT | 35,282 | $1,915 | 12/31/2023 | | Gunma Bank Ltd. | 35,000 | $1,883 | 03/31/2024 | | USRT | 35,000 | $1,883 | 03/31/2024 | | Moisand Fitzgerald Tamayo LLC | 33,874 | $1,822 | 03/31/2024 | | USRT | 33,874 | $1,822 | 03/31/2024 | | SigFig Wealth Management LLC | 34,686 | $1,746 | 12/31/2023 | | USRT | 34,686 | $1,746 | 12/31/2023 | | Exencial Wealth Advisors LLC | 32,055 | $1,740 | 12/31/2023 | | USRT | 32,055 | $1,740 | 12/31/2023 | | Zurcher Kantonalbank Zurich Cantonalbank | 31,314 | $1,670 | 03/31/2024 | | USRT | 31,314 | $1,670 | 03/31/2024 | | Cascade Wealth Advisors Inc | 32,364 | $1,657 | 03/31/2024 | | USRT | 32,364 | $1,657 | 03/31/2024 | | Telemus Capital LLC | 30,392 | $1,650 | 12/31/2023 | | USRT | 30,392 | $1,650 | 12/31/2023 | | Horizon Financial Services LLC | 30,369 | $1,649 | 12/31/2023 | | USRT | 30,369 | $1,649 | 12/31/2023 | | Eqis Capital Management Inc. | 29,827 | $1,619 | 12/31/2023 | | USRT | 29,827 | $1,619 | 12/31/2023 | | Roble Belko & Company Inc | 27,971 | $1,505 | 03/31/2024 | | USRT | 27,971 | $1,505 | 03/31/2024 | | Truist Financial Corp | 27,701 | $1,504 | 12/31/2023 | | USRT | 27,701 | $1,504 | 12/31/2023 | | Fi3 FINANCIAL ADVISORS LLC | 27,692 | $1,503 | 12/31/2023 | | USRT | 27,692 | $1,503 | 12/31/2023 | | Advisory Services Network LLC | 27,601 | $1,498 | 12/31/2023 | | USRT | 27,601 | $1,498 | 12/31/2023 | | Equitable Holdings Inc. | 27,498 | $1,493 | 12/31/2023 | | USRT | 27,498 | $1,493 | 12/31/2023 | | TD Waterhouse Canada Inc. | 27,150 | $1,452 | 12/31/2023 | | USRT | 27,150 | $1,452 | 12/31/2023 | | Stamos Capital Partners L.P. | 26,580 | $1,443 | 12/31/2023 | | USRT | 26,580 | $1,443 | 12/31/2023 | | RTD Financial Advisors Inc. | 26,264 | $1,413 | 03/31/2024 | | USRT | 26,264 | $1,413 | 03/31/2024 | | Brown Financial Advisory | 26,140 | $1,406 | 03/31/2024 | | USRT | 26,140 | $1,406 | 03/31/2024 | | AWM Capital LLC | 25,820 | $1,389 | 03/31/2024 | | USRT | 25,820 | $1,389 | 03/31/2024 | | Independent Wealth Network Inc. | 25,354 | $1,364 | 03/31/2024 | | USRT | 25,354 | $1,364 | 03/31/2024 | | Goodwin Investment Advisory | 24,839 | $1,349 | 12/31/2023 | | USRT | 24,839 | $1,349 | 12/31/2023 | | Walter & Keenan Financial Consulting Co. MI ADV | 23,690 | $1,286 | 12/31/2023 | | USRT | 23,690 | $1,286 | 12/31/2023 | | Orion Portfolio Solutions LLC | 22,144 | $1,200 | 12/31/2023 | | USRT | 22,144 | $1,200 | 12/31/2023 | | Source Financial Advisors LLC | 21,867 | $1,187 | 12/31/2023 | | USRT | 21,867 | $1,187 | 12/31/2023 | | McMahon Financial Advisors LLC | 21,860 | $1,176 | 03/31/2024 | | USRT | 21,860 | $1,176 | 03/31/2024 | | Naviter Wealth LLC | 21,384 | $1,150 | 03/31/2024 | | USRT | 21,384 | $1,150 | 03/31/2024 | | Sharper & Granite LLC | 22,010 | $1,149 | 03/31/2024 | | USRT | 22,010 | $1,149 | 03/31/2024 | | Peterson Wealth Advisors LLC | 20,722 | $1,115 | 03/31/2024 | | USRT | 20,722 | $1,115 | 03/31/2024 | | RVW Wealth LLC | 20,308 | $1,093 | 03/31/2024 | | USRT | 20,308 | $1,093 | 03/31/2024 | | Allworth Financial LP | 19,460 | $1,047 | 03/31/2024 | | USRT | 19,460 | $1,047 | 03/31/2024 | | Global Strategic Investment Solutions LLC | 18,085 | $982 | 12/31/2023 | | USRT | 18,085 | $982 | 12/31/2023 | | Garrett Investment Advisors LLC | 18,173 | $978 | 03/31/2024 | | USRT | 18,173 | $978 | 03/31/2024 | | Strategic Financial Planning Inc. | 17,810 | $958 | 03/31/2024 | | USRT | 17,810 | $958 | 03/31/2024 | | Vise Technologies Inc. | 17,124 | $930 | 12/31/2023 | | USRT | 17,124 | $930 | 12/31/2023 | | Mitsubishi UFJ Asset Management UK Ltd. | 17,100 | $928 | 12/31/2023 | | USRT | 17,100 | $928 | 12/31/2023 | | Helen Stephens Group LLC | 17,238 | $927 | 03/31/2024 | | USRT | 17,238 | $927 | 03/31/2024 | | HBW Advisory Services LLC | 17,010 | $923 | 03/31/2024 | | USRT | 17,010 | $923 | 03/31/2024 | | EP Wealth Advisors LLC | 16,986 | $922 | 12/31/2023 | | USRT | 16,986 | $922 | 12/31/2023 | | Northern Oak Wealth Management Inc. | 16,812 | $913 | 12/31/2023 | | USRT | 16,812 | $913 | 12/31/2023 | | Apollon Wealth Management LLC | 16,339 | $887 | 12/31/2023 | | USRT | 16,339 | $887 | 12/31/2023 | | Integrated Investment Consultants LLC | 16,397 | $882 | 03/31/2024 | | USRT | 16,397 | $882 | 03/31/2024 | | Sequoia Financial Advisors LLC | 16,112 | $875 | 12/31/2023 | | USRT | 16,112 | $875 | 12/31/2023 | | Mutual Advisors LLC | 15,601 | $847 | 12/31/2023 | | USRT | 15,601 | $847 | 12/31/2023 | | MAI Capital Management | 15,496 | $841 | 12/31/2023 | | USRT | 15,496 | $841 | 12/31/2023 | | MML Investors Services LLC | 15,403 | $836 | 12/31/2023 | | USRT | 15,403 | $836 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 15,141 | $822 | 12/31/2023 | | USRT | 15,141 | $822 | 12/31/2023 | | Comerica Bank | 14,743 | $800 | 12/31/2023 | | USRT | 14,743 | $800 | 12/31/2023 | | Range Financial Group LLC | 14,527 | $782 | 03/31/2024 | | USRT | 14,527 | $782 | 03/31/2024 | | Cetera Advisor Networks LLC | 14,179 | $770 | 12/31/2023 | | USRT | 14,179 | $770 | 12/31/2023 | | Millington Financial Advisors LLC | 14,060 | $763 | 12/31/2023 | | USRT | 14,060 | $763 | 12/31/2023 | | Cetera Advisors LLC | 13,775 | $748 | 12/31/2023 | | USRT | 13,775 | $748 | 12/31/2023 | | Coldstream Capital Management Inc. | 13,358 | $725 | 12/31/2023 | | USRT | 13,358 | $725 | 12/31/2023 | | Colony Group LLC | 13,337 | $724 | 12/31/2023 | | USRT | 13,337 | $724 | 12/31/2023 | | Nomura Asset Management Co. Ltd. | 13,290 | $722 | 12/31/2023 | | USRT | 13,290 | $722 | 12/31/2023 | | Private Client Services LLC | 12,790 | $694 | 12/31/2023 | | USRT | 12,790 | $694 | 12/31/2023 | | Mariner LLC | 12,533 | $682 | 12/31/2023 | | USRT | 12,533 | $682 | 12/31/2023 | | Principal Securities Inc. | 12,481 | $678 | 12/31/2023 | | USRT | 12,481 | $678 | 12/31/2023 | | Institutional & Family Asset Management LLC | 12,441 | $675 | 12/31/2023 | | USRT | 12,441 | $675 | 12/31/2023 | | Kingsview Wealth Management LLC | 12,409 | $674 | 12/31/2023 | | USRT | 12,409 | $674 | 12/31/2023 | | RFG Advisory LLC | 12,169 | $655 | 03/31/2024 | | USRT | 12,169 | $655 | 03/31/2024 | | Atria Wealth Solutions Inc. | 12,021 | $653 | 12/31/2023 | | USRT | 12,021 | $653 | 12/31/2023 | | Garde Capital Inc. | 11,895 | $646 | 12/31/2023 | | USRT | 11,895 | $646 | 12/31/2023 | | Global Assets Advisory LLC | 11,742 | $632 | 03/31/2024 | | USRT | 11,742 | $632 | 03/31/2024 | | Insight Advisors LLC PA | 11,213 | $609 | 12/31/2023 | | USRT | 11,213 | $609 | 12/31/2023 | | Neuberger Berman Group LLC | 11,059 | $600 | 12/31/2023 | | USRT | 11,059 | $600 | 12/31/2023 | | Susquehanna International Group LLP | 10,970 | $596 | 12/31/2023 | | USRT | 10,970 | $596 | 12/31/2023 | | Cary Street Partners Investment Advisory LLC | 10,890 | $591 | 12/31/2023 | | USRT | 10,890 | $591 | 12/31/2023 | | BEAM Asset Management LLC | 10,890 | $591 | 12/31/2023 | | USRT | 10,890 | $591 | 12/31/2023 | | Ellis Investment Partners LLC | 10,892 | $586 | 03/31/2024 | | USRT | 10,892 | $586 | 03/31/2024 | | Drive Wealth Management LLC | 10,727 | $577 | 03/31/2024 | | USRT | 10,727 | $577 | 03/31/2024 | | Tyche Wealth Partners LLC | 10,703 | $576 | 03/31/2024 | | USRT | 10,703 | $576 | 03/31/2024 | | WealthCollab LLC | 10,608 | $576 | 12/31/2023 | | USRT | 10,608 | $576 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 10,641 | $572 | 03/31/2024 | | USRT | 10,641 | $572 | 03/31/2024 | | Integrated Wealth Concepts LLC | 10,396 | $564 | 12/31/2023 | | USRT | 10,396 | $564 | 12/31/2023 | | Prudential Financial Inc. | 10,241 | $556 | 12/31/2023 | | USRT | 10,241 | $556 | 12/31/2023 | | Relative Value Partners Group LLC | 10,118 | $549 | 12/31/2023 | | USRT | 10,118 | $549 | 12/31/2023 | | Daiwa Securities Group Inc. | 9,882 | $536 | 12/31/2023 | | USRT | 9,882 | $536 | 12/31/2023 | | Renaissance Technologies LLC | 9,600 | $521 | 12/31/2023 | | USRT | 9,600 | $521 | 12/31/2023 | | IPG Investment Advisors LLC | 9,601 | $521 | 12/31/2023 | | USRT | 9,601 | $521 | 12/31/2023 | | Wade G W & Inc. | 9,581 | $520 | 12/31/2023 | | USRT | 9,581 | $520 | 12/31/2023 | | Pathstone Holdings LLC | 9,317 | $506 | 12/31/2023 | | USRT | 9,317 | $506 | 12/31/2023 | | REDW Wealth LLC | 9,218 | $500 | 12/31/2023 | | USRT | 9,218 | $500 | 12/31/2023 | | HF Advisory Group LLC | 9,171 | $493 | 03/31/2024 | | USRT | 9,171 | $493 | 03/31/2024 | | Natixis | 8,990 | $490 | 12/31/2023 | | USRT | 8,990 | $490 | 12/31/2023 | | Fingerlakes Wealth Management Inc. | 8,998 | $484 | 03/31/2024 | | USRT | 8,998 | $484 | 03/31/2024 | | Asset Dedication LLC | 8,908 | $478 | 03/31/2024 | | USRT | 8,908 | $478 | 03/31/2024 | | Stifel Financial Corp | 8,715 | $473 | 12/31/2023 | | USRT | 8,715 | $473 | 12/31/2023 | | Townsquare Capital LLC | 8,430 | $458 | 12/31/2023 | | USRT | 8,430 | $458 | 12/31/2023 | | MAS Advisors LLC | 8,361 | $454 | 12/31/2023 | | USRT | 8,361 | $454 | 12/31/2023 | | MBL Wealth LLC | 8,332 | $448 | 03/31/2024 | | USRT | 8,332 | $448 | 03/31/2024 | | Ritholtz Wealth Management | 8,210 | $442 | 03/31/2024 | | USRT | 8,210 | $442 | 03/31/2024 | | FourThought Financial Partners LLC | 8,054 | $437 | 12/31/2023 | | USRT | 8,054 | $437 | 12/31/2023 | | Betterment LLC | 7,368 | $400 | 12/31/2023 | | USRT | 7,368 | $400 | 12/31/2023 | | Peninsula Wealth LLC | 7,258 | $394 | 12/31/2023 | | USRT | 7,258 | $394 | 12/31/2023 | | International Assets Investment Management LLC | 7,408 | $392 | 03/31/2024 | | USRT | 7,408 | $392 | 03/31/2024 | | River Street Advisors LLC | 7,097 | $382 | 03/31/2024 | | USRT | 7,097 | $382 | 03/31/2024 | | Sawtooth Solutions LLC | 6,991 | $380 | 12/31/2023 | | USRT | 6,991 | $380 | 12/31/2023 | | Forte Asset Management LLC | 6,997 | $380 | 12/31/2023 | | USRT | 6,997 | $380 | 12/31/2023 | | Landmark Wealth Management LLC | 7,013 | $377 | 03/31/2024 | | USRT | 7,013 | $377 | 03/31/2024 | | Aletheian Wealth Advisors LLC | 6,972 | $375 | 03/31/2024 | | USRT | 6,972 | $375 | 03/31/2024 | | Onyx Bridge Wealth Group LLC | 6,853 | $372 | 12/31/2023 | | USRT | 6,853 | $372 | 12/31/2023 | | Laidlaw Wealth Management LLC | 6,805 | $369 | 12/31/2023 | | USRT | 6,805 | $369 | 12/31/2023 | | Commerce Bank | 6,784 | $368 | 12/31/2023 | | USRT | 6,784 | $368 | 12/31/2023 | | Park Avenue Securities LLC | 6,815 | $367 | 03/31/2024 | | USRT | 6,815 | $367 | 03/31/2024 | | Cypress Point Wealth Management LLC | 6,701 | $364 | 12/31/2023 | | USRT | 6,701 | $364 | 12/31/2023 | | Spectrum Wealth Counsel LLC | 6,662 | $362 | 12/31/2023 | | USRT | 6,662 | $362 | 12/31/2023 | | Quad Cities Investment Group LLC | 6,676 | $359 | 03/31/2024 | | USRT | 6,676 | $359 | 03/31/2024 | | Janney Montgomery Scott LLC | 6,519 | $354 | 12/31/2023 | | USRT | 6,519 | $354 | 12/31/2023 | | Foster & Motley Inc. | 6,097 | $328 | 03/31/2024 | | USRT | 6,097 | $328 | 03/31/2024 | | One Day In July LLC | 6,075 | $327 | 03/31/2024 | | USRT | 6,075 | $327 | 03/31/2024 | | VERITY Wealth Advisors | 5,996 | $323 | 03/31/2024 | | USRT | 5,996 | $323 | 03/31/2024 | | Klingenstein Fields & Co. LP | 5,867 | $319 | 12/31/2023 | | USRT | 5,867 | $319 | 12/31/2023 | | D.A. Davidson & CO. | 5,828 | $316 | 12/31/2023 | | USRT | 5,828 | $316 | 12/31/2023 | | Intergy Private Wealth LLC | 5,726 | $308 | 03/31/2024 | | USRT | 5,726 | $308 | 03/31/2024 | | Values Added Financial LLC | 5,522 | $297 | 03/31/2024 | | USRT | 5,522 | $297 | 03/31/2024 | | ORBA Wealth Advisors L.L.C. | 5,422 | $294 | 12/31/2023 | | USRT | 5,422 | $294 | 12/31/2023 | | Prosperity Financial Group Inc. | 5,356 | $291 | 12/31/2023 | | USRT | 5,356 | $291 | 12/31/2023 | | Sheaff Brock Investment Advisors LLC | 5,100 | $277 | 12/31/2023 | | USRT | 5,100 | $277 | 12/31/2023 | | Paul Damon & Associates Inc. | 5,111 | $275 | 03/31/2024 | | USRT | 5,111 | $275 | 03/31/2024 | | Perigon Wealth Management LLC | 5,007 | $272 | 12/31/2023 | | USRT | 5,007 | $272 | 12/31/2023 | | Cetera Investment Advisers | 5,005 | $272 | 12/31/2023 | | USRT | 5,005 | $272 | 12/31/2023 | | Brown Advisory Inc. | 5,000 | $269 | 03/31/2024 | | USRT | 5,000 | $269 | 03/31/2024 | | Bristlecone Advisors LLC | 5,000 | $269 | 03/31/2024 | | USRT | 5,000 | $269 | 03/31/2024 | | Upper Left Wealth Management LLC | 4,870 | $262 | 03/31/2024 | | USRT | 4,870 | $262 | 03/31/2024 | | PCA Investment Advisory Services Inc. | 4,834 | $262 | 12/31/2023 | | USRT | 4,834 | $262 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 4,736 | $257 | 12/31/2023 | | USRT | 4,736 | $257 | 12/31/2023 | | Veracity Capital LLC | 4,724 | $254 | 03/31/2024 | | USRT | 4,724 | $254 | 03/31/2024 | | Northern Trust Corp | 4,628 | $251 | 12/31/2023 | | USRT | 4,628 | $251 | 12/31/2023 | | Parallel Advisors LLC | 4,599 | $250 | 12/31/2023 | | USRT | 4,599 | $250 | 12/31/2023 | | SageView Advisory Group LLC | 4,682 | $246 | 12/31/2023 | | USRT | 4,682 | $246 | 12/31/2023 | | Seaside Wealth Management Inc. | 4,473 | $241 | 03/31/2024 | | USRT | 4,473 | $241 | 03/31/2024 | | Destiny Capital Corp CO | 4,442 | $241 | 12/31/2023 | | USRT | 4,442 | $241 | 12/31/2023 | | Fonville Wealth Management LLC | 4,424 | $240 | 12/31/2023 | | USRT | 4,424 | $240 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 4,408 | $239 | 12/31/2023 | | USRT | 4,408 | $239 | 12/31/2023 | | Ashton Thomas Private Wealth LLC | 4,381 | $236 | 03/31/2024 | | USRT | 4,381 | $236 | 03/31/2024 | | Horan Securities Inc. | 4,339 | $236 | 12/31/2023 | | USRT | 4,339 | $236 | 12/31/2023 | | Buckingham Strategic Wealth LLC | 4,286 | $233 | 12/31/2023 | | USRT | 4,286 | $233 | 12/31/2023 | | Private Advisor Group LLC | 4,223 | $229 | 12/31/2023 | | USRT | 4,223 | $229 | 12/31/2023 | | OneAscent Financial Services LLC | 4,102 | $221 | 03/31/2024 | | USRT | 4,102 | $221 | 03/31/2024 | | YHB Investment Advisors Inc. | 4,026 | $219 | 12/31/2023 | | USRT | 4,026 | $219 | 12/31/2023 | | Beacon Pointe Advisors LLC | 4,043 | $219 | 12/31/2023 | | USRT | 4,043 | $219 | 12/31/2023 | | Jackson Grant Investment Advisers Inc. | 3,969 | $215 | 12/31/2023 | | USRT | 3,969 | $215 | 12/31/2023 | | Financial Engines Advisors L.L.C. | 3,933 | $214 | 12/31/2023 | | USRT | 3,933 | $214 | 12/31/2023 | | Private Ocean LLC | 3,838 | $206 | 03/31/2024 | | USRT | 3,838 | $206 | 03/31/2024 | | Sunbelt Securities Inc. | 3,825 | $206 | 03/31/2024 | | USRT | 3,825 | $206 | 03/31/2024 | | Gerber Kawasaki Wealth & Investment Management | 3,776 | $205 | 12/31/2023 | | USRT | 3,776 | $205 | 12/31/2023 | | Cowa LLC | 3,733 | $203 | 12/31/2023 | | USRT | 3,733 | $203 | 12/31/2023 | | National Asset Management Inc. | 3,697 | $201 | 12/31/2023 | | USRT | 3,697 | $201 | 12/31/2023 | | Roundview Capital LLC | 3,702 | $201 | 12/31/2023 | | USRT | 3,702 | $201 | 12/31/2023 | | Hexagon Capital Partners LLC | 3,672 | $198 | 03/31/2024 | | USRT | 3,672 | $198 | 03/31/2024 | | The PNC Financial Services Group Inc. | 3,446 | $187 | 12/31/2023 | | USRT | 3,446 | $187 | 12/31/2023 | | Cullen Frost Bankers Inc. | 3,242 | $176 | 12/31/2023 | | USRT | 3,242 | $176 | 12/31/2023 | | Biltmore Family Office LLC | 2,306 | $125 | 12/31/2023 | | USRT | 2,306 | $125 | 12/31/2023 | | Maryland Capital Advisors Inc. | 2,127 | $114 | 03/31/2024 | | USRT | 2,127 | $114 | 03/31/2024 | | Tortoise Investment Management LLC | 2,070 | $112 | 12/31/2023 | | USRT | 2,070 | $112 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 2,021 | $110 | 12/31/2023 | | USRT | 2,021 | $110 | 12/31/2023 | | Venturi Wealth Management LLC | 1,987 | $107 | 03/31/2024 | | USRT | 1,987 | $107 | 03/31/2024 | | Element Wealth LLC | 1,940 | $105 | 12/31/2023 | | USRT | 1,940 | $105 | 12/31/2023 | | RFP Financial Group LLC | 1,917 | $104 | 12/31/2023 | | USRT | 1,917 | $104 | 12/31/2023 | | Global Retirement Partners LLC | 1,897 | $102 | 03/31/2024 | | USRT | 1,897 | $102 | 03/31/2024 | | Center for Financial Planning Inc. | 1,850 | $100 | 03/31/2024 | | USRT | 1,850 | $100 | 03/31/2024 | | Financial Synergies Wealth Advisors Inc. | 1,773 | $95 | 03/31/2024 | | USRT | 1,773 | $95 | 03/31/2024 | | Castleview Partners LLC | 1,739 | $94 | 12/31/2023 | | USRT | 1,739 | $94 | 12/31/2023 | | Jones Financial Companies Lllp | 1,647 | $89 | 12/31/2023 | | USRT | 1,647 | $89 | 12/31/2023 | | OLD Second National Bank of Aurora | 1,573 | $85 | 12/31/2023 | | USRT | 1,573 | $85 | 12/31/2023 | | Orion Capital Management LLC | 1,500 | $81 | 12/31/2023 | | USRT | 1,500 | $81 | 12/31/2023 | | Colonial Trust Co SC | 1,476 | $81 | 12/31/2023 | | USRT | 1,476 | $81 | 12/31/2023 | | Baldwin Brothers Inc. MA | 1,190 | $64 | 03/31/2024 | | USRT | 1,190 | $64 | 03/31/2024 | | First Horizon Advisors Inc. | 1,176 | $64 | 12/31/2023 | | USRT | 1,176 | $64 | 12/31/2023 | | Tower Research Capital LLC TRC | 1,105 | $60 | 12/31/2023 | | USRT | 1,105 | $60 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,107 | $60 | 12/31/2023 | | USRT | 1,107 | $60 | 12/31/2023 | | Huntington National Bank | 882 | $48 | 12/31/2023 | | USRT | 882 | $48 | 12/31/2023 | | FMR LLC | 880 | $48 | 12/31/2023 | | USRT | 880 | $48 | 12/31/2023 | | Cape Investment Advisory Inc. | 892 | $48 | 12/31/2023 | | USRT | 892 | $48 | 12/31/2023 | | Lowe Wealth Advisors LLC | 798 | $43 | 03/31/2024 | | USRT | 798 | $43 | 03/31/2024 | | Armor Investment Advisors LLC | 700 | $38 | 03/31/2024 | | USRT | 700 | $38 | 03/31/2024 | | UMB Bank N A MO | 691 | $38 | 12/31/2023 | | USRT | 691 | $38 | 12/31/2023 | | Archer Investment Corp | 692 | $38 | 12/31/2023 | | USRT | 692 | $38 | 12/31/2023 | | Spotlight Asset Group Inc. | 683 | $37 | 12/31/2023 | | USRT | 683 | $37 | 12/31/2023 | | Ronald Blue Trust Inc. | 648 | $35 | 12/31/2023 | | USRT | 648 | $35 | 12/31/2023 | | Heritage Wealth Advisors | 572 | $31 | 12/31/2023 | | USRT | 572 | $31 | 12/31/2023 | | Smithfield Trust Co. | 521 | $28 | 12/31/2023 | | USRT | 521 | $28 | 12/31/2023 | | Financial Freedom LLC | 498 | $27 | 03/31/2024 | | USRT | 498 | $27 | 03/31/2024 | | Focused Wealth Management Inc | 477 | $26 | 12/31/2023 | | USRT | 477 | $26 | 12/31/2023 | | Bank of Montreal Can | 460 | $25 | 12/31/2023 | | USRT | 460 | $25 | 12/31/2023 | | Bartlett & Co. LLC | 427 | $23 | 12/31/2023 | | USRT | 427 | $23 | 12/31/2023 | | Glass Jacobson Investment Advisors llc | 416 | $23 | 12/31/2023 | | USRT | 416 | $23 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 427 | $23 | 12/31/2023 | | USRT | 427 | $23 | 12/31/2023 | | AdvisorNet Financial Inc | 376 | $20 | 03/31/2024 | | USRT | 376 | $20 | 03/31/2024 | | Harbour Investments Inc. | 338 | $18 | 12/31/2023 | | USRT | 338 | $18 | 12/31/2023 | | IFP Advisors Inc | 326 | $18 | 12/31/2023 | | USRT | 326 | $18 | 12/31/2023 | | Albion Financial Group UT | 310 | $17 | 03/31/2024 | | USRT | 310 | $17 | 03/31/2024 | | Bray Capital Advisors | 305 | $17 | 12/31/2023 | | USRT | 305 | $17 | 12/31/2023 | | GWM Advisors LLC | 322 | $17 | 12/31/2023 | | USRT | 322 | $17 | 12/31/2023 | | Investors Research Corp | 322 | $17 | 12/31/2023 | | USRT | 322 | $17 | 12/31/2023 | | Smartleaf Asset Management LLC | 313 | $17 | 12/31/2023 | | USRT | 313 | $17 | 12/31/2023 | | Tyler Stone Wealth Management | 295 | $16 | 12/31/2023 | | USRT | 295 | $16 | 12/31/2023 | | Capital Advisors Ltd. LLC | 279 | $15 | 03/31/2024 | | USRT | 279 | $15 | 03/31/2024 | | Howe & Rusling Inc. | 264 | $14 | 12/31/2023 | | USRT | 264 | $14 | 12/31/2023 | | Qube Research & Technologies Ltd | 202 | $11 | 12/31/2023 | | USRT | 202 | $11 | 12/31/2023 | | Cardiff Park Advisors LLC | 204 | $11 | 12/31/2023 | | USRT | 204 | $11 | 12/31/2023 | | Iron Horse Wealth Management LLC | 189 | $10 | 03/31/2024 | | USRT | 189 | $10 | 03/31/2024 | | Simplex Trading LLC | 146 | $8 | 03/31/2024 | | USRT | 146 | $8 | 03/31/2024 | | Sound Income Strategies LLC | 133 | $7 | 03/31/2024 | | USRT | 133 | $7 | 03/31/2024 | | Assetmark Inc. | 137 | $7 | 12/31/2023 | | USRT | 137 | $7 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 104 | $6 | 12/31/2023 | | USRT | 104 | $6 | 12/31/2023 | | Citigroup Inc. | 117 | $6 | 12/31/2023 | | USRT | 117 | $6 | 12/31/2023 | | Sanctuary Wealth Management L.L.C. | 115 | $6 | 12/31/2023 | | USRT | 115 | $6 | 12/31/2023 | | Carolinas Wealth Consulting LLC | 109 | $6 | 12/31/2023 | | USRT | 109 | $6 | 12/31/2023 | | Koesten Hirschmann & Crabtree INC. | 120 | $6 | 12/31/2023 | | USRT | 120 | $6 | 12/31/2023 | | Ancora Advisors LLC | 100 | $5 | 12/31/2023 | | USRT | 100 | $5 | 12/31/2023 | | Capital Analysts LLC | 93 | $5 | 12/31/2023 | | USRT | 93 | $5 | 12/31/2023 | | McIlrath & Eck LLC | 90 | $5 | 12/31/2023 | | USRT | 90 | $5 | 12/31/2023 | | McClarren Financial Advisors Inc. | 90 | $5 | 12/31/2023 | | USRT | 90 | $5 | 12/31/2023 | | Private Trust Co. NA | 66 | $4 | 03/31/2024 | | USRT | 66 | $4 | 03/31/2024 | | Pineridge Advisors LLC | 76 | $4 | 12/31/2023 | | USRT | 76 | $4 | 12/31/2023 | | Legacy Bridge LLC | 55 | $3 | 03/31/2024 | | USRT | 55 | $3 | 03/31/2024 | | Spire Wealth Management | 65 | $3 | 03/31/2024 | | USRT | 65 | $3 | 03/31/2024 | | Clearstead Advisors LLC | 55 | $3 | 12/31/2023 | | USRT | 55 | $3 | 12/31/2023 | | Salomon & Ludwin LLC | 58 | $3 | 12/31/2023 | | USRT | 58 | $3 | 12/31/2023 | | PSI Advisors LLC | 31 | $2 | 03/31/2024 | | USRT | 31 | $2 | 03/31/2024 | | North Star Investment Management Corp. | 31 | $2 | 12/31/2023 | | USRT | 31 | $2 | 12/31/2023 | | EverSource Wealth Advisors LLC | 29 | $2 | 12/31/2023 | | USRT | 29 | $2 | 12/31/2023 | | WealthShield Partners LLC | 44 | $2 | 12/31/2023 | | USRT | 44 | $2 | 12/31/2023 | | Laurel Wealth Advisors LLC | 41 | $2 | 12/31/2023 | | USRT | 41 | $2 | 12/31/2023 | | Ambassador Advisors LLC | 11 | $1 | 12/31/2023 | | USRT | 11 | $1 | 12/31/2023 | | Retirement Group LLC | 25 | $1 | 12/31/2023 | | USRT | 25 | $1 | 12/31/2023 | | Thompson Investment Management Inc. | 0 | $0 | 03/31/2024 | | USRT | 0 | $0 | 03/31/2024 |  Cutler Group LP | | $0 | 03/31/2024 | | Call | 100 | $0 | 03/31/2024 | | MV Capital Management Inc. | 8 | $0 | 03/31/2024 | | USRT | 8 | $0 | 03/31/2024 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | USRT | 0 | $0 | 12/31/2023 | | Financial Gravity Asset Management Inc. | 1 | $0 | 12/31/2023 | | USRT | 1 | $0 | 12/31/2023 | | Paladin Advisory Group LLC | 2 | $0 | 12/31/2023 | | USRT | 2 | $0 | 12/31/2023 | | Oliver Lagore Vanvalin Investment Group | 1 | $0 | 12/31/2023 | | USRT | 1 | $0 | 12/31/2023 | | Ruedi Wealth Management Inc. | 1 | $0 | 12/31/2023 | | USRT | 1 | $0 | 12/31/2023 | | ICA Group Wealth Management LLC | 7 | $0 | 12/31/2023 | | USRT | 7 | $0 | 12/31/2023 | | Farther Finance Advisors LLC | 4 | $0 | 12/31/2023 | | USRT | 4 | $0 | 12/31/2023 | | Creekmur Asset Management LLC | 2 | $0 | 12/31/2023 | | USRT | 2 | $0 | 12/31/2023 | | Citadel Advisors LLC | 1,500 | $-456 | 12/31/2023 | | Put | 9,900 | $537 | 12/31/2023 | | Call | 1,500 | $81 | 12/31/2023 |
See Summary: Institutional Holders of USRT
See Details: Top 10 Hedge Funds Holding USRT
Also See: USRT Holdings Changes
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