ISHARES TR

$USRT
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Smart money positioned

7 of the Top-200 alpha managers hold $USRT as of the latest 13F snapshot.

13F holders
391
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$USRT is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 1.49%, with an average of 0.52% of portfolio. Largest holder: Cornerstone Management, Inc. at 1.49%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Cornerstone Management, Inc.
1.49% NEW
α +12.4pts
02
Stamos Capital Partners, L.P.
0.53% NEW
α +10.2pts
03
Walkner Condon Financial Advisors LLC
0.52% NEW
α +23.7pts
04
RFG Advisory, LLC
0.04% held
α +16.2pts
05
Principal Securities, Inc.
0.01% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 391 · Source: 13F-HR
01
Banyan Capital Management, Inc.
—
4,210,692 sh
02
Glenmede Trust Co. NA
0.81% of portfolio
1,965,268 sh
03
1834 Investment Advisors Co.
0.07% of portfolio
1,819,664 sh
04
Clarion Wealth Managment Partners, LLC
0.47% of portfolio
1,746,031 sh
05
Baltimore-Washington Financial Advisors, Inc.
0.08% of portfolio
1,304,889 sh
06
Wallace Hart LLC
13.61% of portfolio
1,234,725 sh
07
Advantage Alpha Capital Partners LP
0.56% of portfolio
1,152,418 sh
08
Encap Energy Capital Fund
0.64% of portfolio
1,052,138 sh
09
Randolph Co Inc
0.27% of portfolio
956,526 sh
10
Sheaff Brock Investment Advisors, LLC
0.02% of portfolio
884,956 sh
See all 391 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $USRT in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $USRT in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:35 UTC.