UTF — الملاك المؤسسيون (13F)

268 مقدمي إقرار · $628.7M إجمالي · حتى تاريخ 30 سبتمبر، 2026

المؤسسات التي تبلغ عن حيازتها لهذا السهم في نموذج SEC 13F ربع السنوي الخاص بها. المراكز الطويلة فقط؛ قد يظهر مقدم واحد مرتين لأرجل خيارات منفصلة. الأرجل الكبيرة المتعاكسة من خيارات البيع/الشراء تعكس عادةً صناعة السوق أو المخزون المتحوط، وليس القناعة الاتجاهية.

مؤسسة القيمة الأسهم % من 13F المتتبعة النوع
Paralel Advisors LLC $75872499 2750000 12,07% الأسهم
MORGAN STANLEY $62815505 2276748 9,99% الأسهم
WELLS FARGO & COMPANY/MN $54405510 1971928 8,65% الأسهم
UBS Group AG $41678722 1510646 6,63% الأسهم
McGowan Group Asset Management, Inc. $38370646 1390745 6,10% الأسهم
ROYAL BANK OF CANADA $25655000 929882 4,08% الأسهم
RAYMOND JAMES FINANCIAL INC $25555975 926277 4,06% الأسهم
BANK OF AMERICA CORP /DE/ $24946919 904201 3,97% الأسهم
Bluespring Wealth Management, LLC $24216240 877718 3,85% الأسهم
LPL Financial LLC $20110591 728909 3,20% الأسهم
OSAIC HOLDINGS, INC. $13228491 479412 2,10% الأسهم
CAPTRUST FINANCIAL ADVISORS $12068642 437428 1,92% الأسهم
STIFEL FINANCIAL CORP $11537846 418188 1,84% الأسهم
SRH ADVISORS, LLC $11267007 408373 1,79% الأسهم
AMERIPRISE FINANCIAL INC $8341659 302343 1,33% الأسهم
Bedell Frazier Investment Counselling, LLC $8008851 309461 1,27% الأسهم
C2C Wealth Management, LLC $7631946 276620 1,21% الأسهم
Kestra Advisory Services, LLC $6818233 247127 1,08% الأسهم
Sanctuary Advisors, LLC $6651204 241073 1,06% الأسهم
Cetera Investment Advisers $4898997 177564 0,78% الأسهم
Karpus Management, Inc. $4679457 169607 0,74% الأسهم
Atria Investments, Inc $4550612 164937 0,72% الأسهم
TRUIST FINANCIAL CORP $4344214 157456 0,69% الأسهم
MATRIX PRIVATE CAPITAL GROUP LLC $4088642 148193 0,65% الأسهم
Advisory Services Network, LLC $3824730 138627 0,61% الأسهم
CONNING INC. $3643453 132057 0,58% الأسهم
INDEPENDENT FINANCIAL GROUP, LLC $3557902 128956 0,57% الأسهم
FIRST TRUST ADVISORS LP $3524899 127760 0,56% الأسهم
COMMONWEALTH EQUITY SERVICES, LLC $2941410 106612 0,47% الأسهم
Smith Asset Management Co., LLC $2589763 93866 0,41% الأسهم
Rathbones Group PLC $2426016 87931 0,39% الأسهم
Private Advisor Group, LLC $2345940 85029 0,37% الأسهم
Mariner, LLC $2333670 84584 0,37% الأسهم
NWF Advisory Services Inc. $2283833 82777 0,36% الأسهم
GOLDMAN SACHS GROUP INC $2193757 79513 0,35% الأسهم
Advisory Advocates, LLC $2161401 78340 0,34% الأسهم
Venture Visionary Partners LLC $1934721 70124 0,31% الأسهم
Accel Wealth Management $1891608 73092 0,30% الأسهم
HighTower Advisors, LLC $1815598 65806 0,29% الأسهم
GRIFFIN ASSET MANAGEMENT, INC. $1732348 62789 0,28% الأسهم
World Investment Advisors $1679794 64907 0,27% الأسهم
J.W. COLE ADVISORS, INC. $1616930 58606 0,26% الأسهم
Aviance Capital Partners, LLC $1604177 58143 0,26% الأسهم
RIVERNORTH CAPITAL MANAGEMENT, LLC $1602813 58094 0,25% الأسهم
NewEdge Advisors, LLC $1573120 57017 0,25% الأسهم
Atria Wealth Solutions, Inc. $1559138 57853 0,25% الأسهم
PMG Family Office LLC $1419588 51453 0,23% الأسهم
Creative Planning $1389878 50376 0,22% الأسهم
&PARTNERS $1354100 49099 0,22% الأسهم
BLUEFIN CAPITAL MANAGEMENT, LLC $1343081 48680 0,21% الأسهم
Mission Hills Financial Advisory, LLC $1272118 46108 0,20% الأسهم
MERCER GLOBAL ADVISORS INC /ADV $1253384 45431 0,20% الأسهم
Beacon Capital Management, Inc. $1241550 45000 0,20% الأسهم
KESTRA PRIVATE WEALTH SERVICES, LLC $1199225 43466 0,19% الأسهم
Cyndeo Wealth Partners, LLC $1154752 41854 0,18% الأسهم
CSS LLC/IL $1143191 41435 0,18% الأسهم
OPPENHEIMER & CO INC $1128624 40907 0,18% الأسهم
Abel Hall, LLC $1103600 40000 0,18% الأسهم
Almitas Capital LLC $1063926 38562 0,17% الأسهم
Strategic Wealth Partners, Ltd. $1038605 37644 0,17% الأسهم
Prospera Financial Services Inc $969578 35139 0,15% الأسهم
ENVESTNET ASSET MANAGEMENT INC $965154 34982 0,15% الأسهم
Westbourne Investment Advisors, Inc. $954614 34600 0,15% الأسهم
Symphony Financial Services, Inc. $941487 34124 0,15% الأسهم
Steward Partners Investment Advisory, LLC $934380 33867 0,15% الأسهم
CWM, LLC $926338 35794 0,15% الأسهم
DAVENPORT & Co LLC $898977 32583 0,14% الأسهم
AlphaStar Capital Management, LLC $888012 32186 0,14% الأسهم
Integrated Advisors Network LLC $863143 31285 0,14% الأسهم
AlphaCore Capital LLC $810856 29389 0,13% الأسهم
PNC Financial Services Group, Inc. $805849 29208 0,13% الأسهم
Waverly Advisors, LLC $777398 28177 0,12% الأسهم
Pathstone Holdings, LLC $776284 28136 0,12% الأسهم
TRANSCEND CAPITAL ADVISORS, LLC $766478 27781 0,12% الأسهم
Coastal Bridge Advisors, LLC $762989 27655 0,12% الأسهم
BENJAMIN EDWARDS INC $761355 27591 0,12% الأسهم
GUGGENHEIM CAPITAL LLC $730445 26475 0,12% الأسهم
Beacon Pointe Advisors, LLC $717989 26024 0,11% الأسهم
Certified Advisory Corp $717711 26013 0,11% الأسهم
Inspire Advisors, LLC $712487 25824 0,11% الأسهم
Investment Partners Asset Management, Inc. $704152 25522 0,11% الأسهم
Americana Partners, LLC $690026 25010 0,11% الأسهم
Maridea Wealth Management LLC $684947 24826 0,11% الأسهم
Stratos Wealth Partners, LTD. $684482 24809 0,11% الأسهم
Z3 Capital Partners, LLC $674142 24434 0,11% الأسهم
Capital Investment Advisory Services, LLC $644064 23344 0,10% الأسهم
MML INVESTORS SERVICES, LLC $636490 23070 0,10% الأسهم
Atlas Brown,Inc. $607324 22012 0,10% الأسهم
IFG Advisory, LLC $603209 21863 0,10% الأسهم
Garden State Investment Advisory Services LLC $599786 21739 0,10% الأسهم
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $592594 21409 0,09% الأسهم
Quad-Cities Investment Group, LLC $588881 21344 0,09% الأسهم
Mezzasalma Advisors, LLC $584127 21172 0,09% الأسهم
IEQ CAPITAL, LLC $580316 21034 0,09% الأسهم
HBK Sorce Advisory LLC $580256 21255 0,09% الأسهم
Merit Financial Group, LLC $563626 20429 0,09% الأسهم
Weinberger Asset Management, Inc $559969 20150 0,09% الأسهم
SIMON QUICK ADVISORS, LLC $558487 20242 0,09% الأسهم
LexAurum Advisors, LLC $553367 20057 0,09% الأسهم
PFG Investments, LLC $546599 19812 0,09% الأسهم
FIFTH THIRD BANCORP $544878 19749 0,09% الأسهم
US BANCORP \DE\ $543854 19712 0,09% الأسهم
MERIDIAN INVESTMENT COUNSEL INC. $542999 19681 0,09% الأسهم
Sargent Investment Group, LLC $526555 19085 0,08% الأسهم
CARY STREET PARTNERS FINANCIAL LLC $514214 18638 0,08% الأسهم
Calamos Advisors LLC $504290 18278 0,08% الأسهم
Monterey Private Wealth, Inc. $491227 19226 0,08% الأسهم
North Star Investment Management Corp. $491009 17797 0,08% الأسهم
Capital Market Strategies LLC $489655 18169 0,08% الأسهم
NewEdge Wealth, LLC $488729 17714 0,08% الأسهم
Good Life Advisors, LLC $485823 18027 0,08% الأسهم
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $484172 17549 0,08% الأسهم
NTV Asset Management LLC $478476 17342 0,08% الأسهم
Dakota Wealth Management $463194 16788 0,07% الأسهم
MGB Wealth Management, LLC $457243 18965 0,07% الأسهم
Farther Finance Advisors, LLC $449871 16306 0,07% الأسهم
COMMERCE BANK $434211 15738 0,07% الأسهم
Arax Advisory Partners $433742 15721 0,07% الأسهم
Summit Financial, LLC $420137 15228 0,07% الأسهم
K2 PRINCIPAL FUND, L.P. $415036 15043 0,07% الأسهم
Samalin Investment Counsel, LLC $409418 14839 0,07% الأسهم
Pekin Hardy Strauss, Inc. $401434 14550 0,06% الأسهم
Belpointe Asset Management LLC $398213 14433 0,06% الأسهم
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $393440 14260 0,06% الأسهم
Community Bank of Raymore $387143 14032 0,06% الأسهم
SMITH, MOORE & CO. $382122 13850 0,06% الأسهم
Baird Financial Group, Inc. $380521 13792 0,06% الأسهم
PRIMORIS WEALTH ADVISORS, LLC $371118 13452 0,06% الأسهم
WealthBridge Capital Management, LLC $357081 12942 0,06% الأسهم
CITADEL ADVISORS LLC $356650 12927 0,06% الأسهم
Uniting Wealth Partners, LLC $351359 12735 0,06% الأسهم
Equitable Holdings, Inc. $344268 12478 0,05% الأسهم
Adalta Capital Management LLC $338253 12260 0,05% الأسهم
RDA Financial Network $333204 12077 0,05% الأسهم
Live Oak Private Wealth LLC $333149 12075 0,05% الأسهم
MGO ONE SEVEN LLC $331687 12022 0,05% الأسهم
SHEETS SMITH WEALTH MANAGEMENT $329480 11942 0,05% الأسهم
Triumph Capital Management $327223 11860 0,05% الأسهم
CHANNEL WEALTH LLC $324265 11753 0,05% الأسهم
Fort Sheridan Advisors LLC $322996 11707 0,05% الأسهم
B. Riley Wealth Advisors, Inc. $322193 11590 0,05% الأسهم
Apollon Wealth Management, LLC $313147 11350 0,05% الأسهم
Visionary Wealth Advisors $301462 10926 0,05% الأسهم
Comprehensive Money Management Services LLC $300483 10891 0,05% الأسهم
Shulman DeMeo Asset Management LLC $297310 10776 0,05% الأسهم
Register Financial Advisors LLC $296593 10750 0,05% الأسهم
Noble Wealth Management PBC $295800 12000 0,05% الأسهم
Main Street Financial Solutions, LLC $293218 10628 0,05% الأسهم
EVOLVE PRIVATE WEALTH, LLC $292702 10609 0,05% الأسهم
Almanack Investment Partners, LLC. $292151 10589 0,05% الأسهم
STEEL GROVE CAPITAL ADVISORS, LLC $287184 10409 0,05% الأسهم
LANARK FINANCIAL, INC. $283821 10287 0,05% الأسهم
COMERICA BANK $281678 11683 0,04% الأسهم
Investmark Advisory Group LLC $281470 10202 0,04% الأسهم
FAS Wealth Partners, Inc. $281391 10199 0,04% الأسهم
Future Financial Wealth Managment LLC $278300 10000 0,04% الأسهم
WealthTrust Axiom LLC $277334 10052 0,04% الأسهم
Sequoia Financial Advisors, LLC $269582 9771 0,04% الأسهم
STEPHENS INC /AR/ $269150 9755 0,04% الأسهم
Sigma Planning Corp $265558 9625 0,04% الأسهم
Focus Partners Wealth $260236 9432 0,04% الأسهم
Corient Private Wealth LP $258541 9371 0,04% الأسهم
Integrated Wealth Concepts LLC $255816 9272 0,04% الأسهم
Arkadios Wealth Advisors $254884 9238 0,04% الأسهم
Texas Yale Capital Corp. $242792 8800 0,04% الأسهم
HARBOUR INVESTMENTS, INC. $238047 8628 0,04% الأسهم
H D Vest Advisory Services $237320 8806 0,04% الأسهم
Saxony Capital Management, LLC $233577 8466 0,04% الأسهم
Kingsview Wealth Management, LLC $232841 8439 0,04% الأسهم
Heritage Wealth Management, Inc. $230790 8365 0,04% الأسهم
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $230129 8341 0,04% الأسهم
Advisor OS, LLC $222044 8048 0,04% الأسهم
Summit X, LLC $216382 8029 0,03% الأسهم
TWO SIGMA SECURITIES, LLC $212746 7711 0,03% الأسهم
Tyche Wealth Partners LLC $208249 7548 0,03% الأسهم
Fusion Capital, LLC $206275 7476 0,03% الأسهم
Snowden Capital Advisors LLC $204917 7427 0,03% الأسهم
Yukon Wealth Management, Inc. $202621 7344 0,03% الأسهم
Geneos Wealth Management Inc. $199696 7238 0,03% الأسهم
Grove Bank & Trust $198648 7200 0,03% الأسهم
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $171499 6216 0,03% الأسهم
CoreCap Advisors, LLC $165546 6000 0,03% الأسهم
Golden State Wealth Management, LLC $139623 5060 0,02% الأسهم
Rockefeller Capital Management L.P. $138437 5017 0,02% الأسهم
Gen-Wealth Partners Inc $134501 4875 0,02% الأسهم
GILL CAPITAL PARTNERS, LLC $122803 4451 0,02% الأسهم
CIBC Private Wealth Group LLC $122710 4948 0,02% الأسهم
Keating Financial Advisory Services, Inc. $96594 3501 0,02% الأسهم
JPMORGAN CHASE & CO $86749 3120 0,01% الأسهم
Spire Wealth Management $82770 3000 0,01% الأسهم
Cape Investment Advisory, Inc. $80504 2918 0,01% الأسهم
Allworth Financial LP $78565 2848 0,01% الأسهم
EASTERN BANK $66216 2400 0,01% الأسهم
TRUST CO OF TOLEDO NA /OH/ $65664 2380 0,01% الأسهم
HARBOR INVESTMENT ADVISORY, LLC $62675 2272 0,01% الأسهم
EverSource Wealth Advisors, LLC $62403 2262 0,01% الأسهم
AdvisorNet Financial, Inc $62078 2250 0,01% الأسهم
Wilmington Savings Fund Society, FSB $57636 2089 0,01% الأسهم
PRIVATE TRUST CO NA $55180 2000 0,01% الأسهم
Physician Wealth Advisors, Inc. $53699 1946 0,01% الأسهم
MPWM ADVISORY SOLUTIONS, LLC $52421 1900 0,01% الأسهم
Cullen/Frost Bankers, Inc. $50821 1842 0,01% الأسهم
Millstone Evans Group, LLC $49662 1800 0,01% الأسهم
Salomon & Ludwin, LLC $47410 1743 0,01% الأسهم
BELLEVUE ASSET MANAGEMENT, LLC $46132 1672 0,01% الأسهم
Sunbelt Securities, Inc. $44762 1730 0,01% الأسهم
Lowe fs, LLC $44144 1780 0,01% الأسهم
Investors Research Corp $41615 1608 0,01% الأسهم
Costello Asset Management, INC $37714 1367 0,01% الأسهم
BROWN, LISLE/CUMMINGS, INC. $35205 1276 0,01% الأسهم
Colonial Trust Co / SC $33360 1200 0,01% الأسهم
Financial Management Professionals, Inc. $28839 1045 0,00% الأسهم
Daytona Street Capital LLC $27740 1000 0,00% الأسهم
Kilter Group LLC $27590 1000 0,00% الأسهم
IFP Advisors, Inc $27231 987 0,00% الأسهم
CAROLINAS WEALTH CONSULTING LLC $25090 982 0,00% الأسهم
HOLLENCREST CAPITAL MANAGEMENT $24831 900 0,00% الأسهم
Piscataqua Savings Bank $22872 829 0,00% الأسهم
OLD SECOND NATIONAL BANK OF AURORA $20830 755 0,00% الأسهم
ASSETMARK, INC $19561 709 0,00% الأسهم
Ascentis Independent Advisors $18706 678 0,00% الأسهم
ARMSTRONG ADVISORY GROUP, INC $16415 595 0,00% الأسهم
Asset Dedication, LLC $15506 562 0,00% الأسهم
Glen Eagle Advisors, LLC $13795 500 0,00% الأسهم
N.E.W. Advisory Services LLC $13795 500 0,00% الأسهم
Aventura Private Wealth, LLC $13795 500 0,00% الأسهم
Community Financial Services Group, LLC $13600 500 0,00% الأسهم
Institute for Wealth Management, LLC. $13382 485 0,00% الأسهم
SIT INVESTMENT ASSOCIATES INC $13349 483836 0,00% الأسهم
Atlantic Union Bankshares Corp $13106 475 0,00% الأسهم
JPL Wealth Management, LLC $11947 433 0,00% الأسهم
Russell Investments Group, Ltd. $11746 426 0,00% الأسهم
JDM Financial Group LLC $11533 418 0,00% الأسهم
FSA Wealth Management LLC $11160 450 0,00% الأسهم
GABLES CAPITAL MANAGEMENT INC. $10870 394 0,00% الأسهم
Continuum Advisory, LLC $10070 365 0,00% الأسهم
Princeton Global Asset Management LLC $9657 350 0,00% الأسهم
SALEM INVESTMENT COUNSELORS INC $9629 349 0,00% الأسهم
Smartleaf Asset Management LLC $7951 286 0,00% الأسهم
West Branch Capital LLC $7811 302 0,00% الأسهم
FINANCIAL CONSULATE, INC $6898 250 0,00% الأسهم
Ancora Advisors LLC $6897 250 0,00% الأسهم
Fortis Group Advisors, LLC $6279 228 0,00% الأسهم
Westside Investment Management, Inc. $6208 225 0,00% الأسهم
MARK SHEPTOFF FINANCIAL PLANNING, LLC $5757 209 0,00% الأسهم
Key Financial Inc $5518 200 0,00% الأسهم
DELTA ASSET MANAGEMENT LLC/TN $4139 150 0,00% الأسهم
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $3934 152 0,00% الأسهم
Global Retirement Partners, LLC $3835 139 0,00% الأسهم
Cambridge Investment Research Advisors, Inc. $3190 115630 0,00% الأسهم
Larson Financial Group LLC $2897 105 0,00% الأسهم
Parallel Advisors, LLC $2883 104 0,00% الأسهم
CENTRAL TRUST Co $2759 100 0,00% الأسهم
Janney Montgomery Scott LLC $2695 97697 0,00% الأسهم
JONES FINANCIAL COMPANIES LLLP $2496 90 0,00% الأسهم
WEDBUSH SECURITIES INC $2207 80008 0,00% الأسهم
VALLEY NATIONAL ADVISERS INC $1242 45 0,00% الأسهم
DHJJ Financial Advisors, Ltd. $690 25 0,00% الأسهم
HRT FINANCIAL LP $515 18679 0,00% الأسهم
Downshift Financial, LLC $331 12 0,00% الأسهم
Capital Advisors, Ltd. LLC $181 6573 0,00% الأسهم
Transamerica Financial Advisors, LLC $33 1 0,00% الأسهم
HUNTINGTON NATIONAL BANK $28 1 0,00% الأسهم
BlackRock, Inc. $18 1 0,00% الأسهم
Avion Wealth $8 304 0,00% الأسهم
First PREMIER Bank $6 200 0,00% الأسهم
Motiv8 Investments LLC $5 228 0,00% الأسهم
Capital Analysts, LLC $4 136 0,00% الأسهم