ULST — Institutionelle Eigentümer (13F)

120 Einreicher · $459.7M gesamt · Stand 30. September 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institution Wert Aktien % der verfolgten 13F Typ
CWM, LLC $159.970.526 3.949.890 34,80% Aktien
LPL Financial LLC $55.976.621 1.384.703 12,18% Aktien
MORGAN STANLEY $31.015.167 767.227 6,75% Aktien
BIP Wealth, LLC $26.886.737 665.102 5,85% Aktien
Avestar Capital, LLC $25.415.993 628.720 5,53% Aktien
PTM WEALTH MANAGEMENT, LLC $20.796.004 515.263 4,52% Aktien
AQR CAPITAL MANAGEMENT LLC $14.469.453 357.933 3,15% Aktien
RAYMOND JAMES FINANCIAL INC $11.038.965 273.073 2,40% Aktien
BANK OF AMERICA CORP /DE/ $11.013.984 272.455 2,40% Aktien
Stablepoint Partners, LLC $8.927.440 220.840 1,94% Aktien
ORBA Wealth Advisors, L.L.C. $6.388.629 158.037 1,39% Aktien
Norris Financial Group, LLC $4.976.844 123.113 1,08% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4.825.460 119.635 1,05% Aktien
David Kennon Inc $4.289.387 106.107 0,93% Aktien
Kraft, Davis & Associates, LLC $4.228.387 104.871 0,92% Aktien
WT Wealth Management $3.206.975 79.331 0,70% Aktien
UBS Group AG $2.989.954 73.963 0,65% Aktien
VERUS CAPITAL PARTNERS, LLC $2.924.014 72.332 0,64% Aktien
BridgePort Financial Solutions, LLC $2.782.416 68.829 0,61% Aktien
ROYAL BANK OF CANADA $2.399.000 59.350 0,52% Aktien
Focus Partners Wealth $2.287.890 56.596 0,50% Aktien
Cannon Wealth Management Services, LLC $2.171.186 53.709 0,47% Aktien
Elmwood Wealth Management, Inc. $2.015.147 49.849 0,44% Aktien
OSAIC HOLDINGS, INC. $1.960.749 48.492 0,43% Aktien
Barnes Wealth Management Group, Inc $1.927.747 47.687 0,42% Aktien
Global View Capital Management LLC $1.856.761 45.931 0,40% Aktien
MML INVESTORS SERVICES, LLC $1.686.532 41.720 0,37% Aktien
CITADEL ADVISORS LLC $1.623.711 40.166 0,35% Aktien
Equitable Holdings, Inc. $1.550.881 38.364 0,34% Aktien
Congress Wealth Management LLC / DE / $1.429.753 35.163 0,31% Aktien
Sanctuary Advisors, LLC $1.351.004 33.420 0,29% Aktien
CGN Advisors LLC $1.316.332 32.562 0,29% Aktien
Authentikos Wealth Advisory, LLC $1.237.086 30.602 0,27% Aktien
Fiduciary Trust Co $1.165.857 28.840 0,25% Aktien
ENVESTNET ASSET MANAGEMENT INC $1.143.847 28.296 0,25% Aktien
Ameliora Wealth Management Ltd. $1.122.481 27.767 0,24% Aktien
Stratos Wealth Partners, LTD. $1.078.140 26.670 0,23% Aktien
Coppell Advisory Solutions LLC $1.003.886 49.579 0,22% Aktien
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $998.498 24.700 0,22% Aktien
Valmark Advisers, Inc. $954.839 23.620 0,21% Aktien
GOLDMAN SACHS GROUP INC $895.575 22.154 0,19% Aktien
Steward Partners Investment Advisory, LLC $876.616 21.685 0,19% Aktien
Crews Bank & Trust $859.031 21.250 0,19% Aktien
NAPLES GLOBAL ADVISORS, LLC $842.862 20.850 0,18% Aktien
Wealthcare Advisory Partners LLC $817.822 20.231 0,18% Aktien
Savant Capital, LLC $811.820 20.063 0,18% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $810.077 20.039 0,18% Aktien
SALEM INVESTMENT COUNSELORS INC $743.659 18.396 0,16% Aktien
KINGSWOOD WEALTH ADVISORS, LLC $708.383 17.523 0,15% Aktien
Fifth Third Securities, Inc. $681.080 16.848 0,15% Aktien
McAdam, LLC $640.831 15.852 0,14% Aktien
Perennial Investment Advisors, LLC $616.436 15.250 0,13% Aktien
TKG Advisors, LLC $572.477 14.161 0,12% Aktien
Orion Portfolio Solutions, LLC $564.872 13.896 0,12% Aktien
Western Wealth Management, LLC $537.734 13.302 0,12% Aktien
CAPTRUST FINANCIAL ADVISORS $518.974 12.838 0,11% Aktien
Golden State Wealth Management, LLC $510.527 12.629 0,11% Aktien
G&S Capital LLC $500.008 12.300 0,11% Aktien
STIFEL FINANCIAL CORP $486.112 12.025 0,11% Aktien
Penobscot Investment Management Company, Inc. $472.973 11.700 0,10% Aktien
HARBOUR INVESTMENTS, INC. $466.631 11.543 0,10% Aktien
OPPENHEIMER & CO INC $458.824 11.350 0,10% Aktien
Prestige Wealth Management Group LLC $453.576 11.220 0,10% Aktien
Gladstone Institutional Advisory LLC $427.414 10.573 0,09% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $414.440 10.252 0,09% Aktien
Trilogy Capital Inc. $409.315 10.125 0,09% Aktien
JANE STREET GROUP, LLC $406.110 10.046 0,09% Aktien
CATALYST PRIVATE WEALTH, LLC $404.250 10.000 0,09% Aktien
NewEdge Advisors, LLC $399.053 9.871 0,09% Aktien
FIFTH THIRD BANCORP $393.901 9.744 0,09% Aktien
Destination Wealth Management $392.365 9.706 0,09% Aktien
RICHARDSON FINANCIAL SERVICES INC. $388.970 9.622 0,08% Aktien
COMERICA BANK $384.675 9.497 0,08% Aktien
CAPSTONE WEALTH MANAGEMENT GROUP, LLC $375.696 9.294 0,08% Aktien
Vise Technologies, Inc. $368.393 9.113 0,08% Aktien
ZEGA Investments, LLC $324.896 8.037 0,07% Aktien
Cetera Investment Advisers $298.435 7.382 0,06% Aktien
TWO SIGMA SECURITIES, LLC $291.505 7.211 0,06% Aktien
PNC Financial Services Group, Inc. $291.172 7.203 0,06% Aktien
Wisconsin Wealth Advisors, LLC $290.904 7.196 0,06% Aktien
Advisor Resource Council $279.932 6.942 0,06% Aktien
January Capital Advisors LLC $273.032 6.754 0,06% Aktien
Bouchey Financial Group, Ltd. $270.444 6.690 0,06% Aktien
Winch Advisory Services, LLC $242.893 6.008 0,05% Aktien
Worth Asset Management, LLC $239.761 5.931 0,05% Aktien
OakTrust Wealth Advisors, LLC $234.733 5.807 0,05% Aktien
AMERIPRISE FINANCIAL INC $230.786 5.709 0,05% Aktien
Cape Investment Advisory, Inc. $229.512 5.677 0,05% Aktien
Modern Wealth Management, LLC $220.518 5.455 0,05% Aktien
Tower Research Capital LLC (TRC) $220.033 5.443 0,05% Aktien
Merit Financial Group, LLC $210.346 5.203 0,05% Aktien
United Advisor Group, LLC $208.793 5.165 0,05% Aktien
LANE BROTHERS & CO INC $203.095 5.024 0,04% Aktien
Bank of New York Mellon Corp $202.312 5.005 0,04% Aktien
ANGELES WEALTH MANAGEMENT, LLC $202.125 5.000 0,04% Aktien
PRIVATE TRUST CO NA $144.924 3.585 0,03% Aktien
Ameritas Advisory Services, LLC $87.924 2.175 0,02% Aktien
Glen Eagle Advisors, LLC $76.854 1.901 0,02% Aktien
Tidemark, LLC $64.680 1.600 0,01% Aktien
Qube Research & Technologies Ltd $52.957 1.310 0,01% Aktien
JPMORGAN CHASE & CO $52.916 1.309 0,01% Aktien
Aptus Capital Advisors, LLC $52.674 1.303 0,01% Aktien
Continuum Advisory, LLC $45.276 1.120 0,01% Aktien
ROTHSCHILD INVESTMENT LLC $40.506 1.002 0,01% Aktien
Synergy Investment Management, LLC $31.168 771 0,01% Aktien
Blue Trust, Inc. $26.484 655 0,01% Aktien
Collier Financial $21.435 530 0,00% Aktien
ASSETMARK, INC $15.725 389 0,00% Aktien
AE Wealth Management LLC $7.681 190 0,00% Aktien
MCGUIRE CAPITAL ADVISORS INC $7.357 182 0,00% Aktien
TD Capital Management LLC $5.093 126 0,00% Aktien
REDMONT WEALTH ADVISORS LLC $2.754 68 0,00% Aktien
Thrivent Financial for Lutherans $1.837 45.432 0,00% Aktien
TD Waterhouse Canada Inc. $1.531 38 0,00% Aktien
Wealth Enhancement Trust Services, Inc. $526 13 0,00% Aktien
FLOW TRADERS U.S. LLC $369 9.130 0,00% Aktien
CENTAURUS FINANCIAL, INC. $362 8.955 0,00% Aktien
HUNTINGTON NATIONAL BANK $81 2 0,00% Aktien
CX Institutional $40 985 0,00% Aktien
WELLS FARGO & COMPANY/MN $15 0 0,00% Aktien