Home › USFR

Who holds USFR

WISDOMTREE TR · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
PeakShares LLC23.2K$1.2B0.9%
MORGAN STANLEY17.2M$863.9M0.0%
BANK OF AMERICA CORP /DE/14.5M$728.1M0.0%
LPL Financial LLC13.3M$667.6M0.1%
Summit Trail Advisors, LLC11.3M$568.2M7.1%
NewEdge Wealth, LLC11.1M$558.9M5.6%
RAYMOND JAMES FINANCIAL INC6.8M$343.6M0.1%
BIP Wealth, LLC5.5M$278.0M7.9%
UBS Group AG5.4M$270.1M0.0%
CAPTRUST FINANCIAL ADVISORS4.4M$220.2M0.3%
AMERIPRISE FINANCIAL INC4.3M$218.7M0.0%
WELLS FARGO & COMPANY/MN4.0M$200.4M0.0%
ROYAL BANK OF CANADA2.9M$147.1M0.0%
Serenus Wealth Advisors, LLC2.4M$122.1M21.3%
MISSION WEALTH MANAGEMENT, LP1.9M$94.1M1.1%
Cetera Investment Advisers1.8M$90.0M0.1%
OSAIC HOLDINGS, INC.1.8M$88.4M0.1%
Morton Capital Management LLC/CA1.7M$87.6M12.0%
Rockefeller Capital Management L.P.1.6M$79.5M0.1%
Private Advisor Group, LLC1.6M$78.9M0.4%
Kestra Advisory Services, LLC1.5M$75.3M0.2%
Encompass More Asset Management1.5M$74.2M10.8%
Cardinal Point Capital Management ULC1.4M$72.3M4.1%
IHT Wealth Management, LLC1.4M$68.9M1.5%
DAVENPORT & Co LLC1.3M$65.9M0.3%
Bank of New York Mellon Corp1.3M$65.7M0.0%
STIFEL FINANCIAL CORP1.2M$62.2M0.1%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC1.2M$58.6M7.7%
ENVESTNET ASSET MANAGEMENT INC1.2M$58.3M0.0%
FOURPATH CAPITAL MANAGEMENT, LLC1.1M$57.1M7.5%
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.1.1M$54.9M39.3%
Steward Partners Investment Advisory, LLC1.1M$53.4M0.3%
JPMORGAN CHASE & CO962.3K$48.4M0.0%
Stenger Family Office, LLC950.6K$47.9M7.6%
McGuire Investment Group, LLC947.9K$47.7M4.2%
Cambridge Investment Research Advisors, Inc.934.9K$47.1M0.1%
COMMONWEALTH EQUITY SERVICES, LLC933.6K$47.0M0.1%
Lunt Capital Management, Inc.923.5K$46.5M17.1%
Carmel Capital Partners, LLC874.7K$44.0M14.5%
Mraz, Amerine & Associates, Inc.859.6K$43.3M6.2%
BLAIR WILLIAM & CO/IL848.8K$42.7M0.1%
NewEdge Advisors, LLC838.9K$42.2M0.1%
Ausdal Financial Partners, Inc.828.5K$41.7M1.6%
Disciplina Capital Management LLC817.4K$41.2M4.3%
KESTRA PRIVATE WEALTH SERVICES, LLC800.6K$40.3M0.4%
Vertex Planning Partners, LLC774.3K$39.0M5.8%
Global Retirement Partners, LLC761.2K$38.3M0.6%
AlphaCore Capital LLC744.2K$37.5M0.7%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO734.7K$37.0M0.0%
Arkadios Wealth Advisors691.3K$34.8M0.5%
Aprio Wealth Management, LLC676.7K$34.1M1.7%
Bluespring Wealth Management, LLC671.1K$33.8M0.6%
LEVEL FOUR ADVISORY SERVICES, LLC656.7K$33.1M0.9%
Farther Finance Advisors, LLC655.9K$33.0M0.3%
Inspire Advisors, LLC649.6K$32.7M2.3%
Wealthcare Capital Partners, LLC647.4K$32.6M13.5%
FLAGSHIP HARBOR ADVISORS, LLC646.0K$32.5M1.2%
Cresset Asset Management, LLC641.6K$32.3M0.1%
INTEGRITY ALLIANCE, LLC.623.2K$31.4M1.0%
Vestmark Advisory Solutions, Inc.607.4K$30.6M0.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}