UYG — Institutionelle Eigentümer (13F)

85 Einreicher · $38.2M gesamt · Stand 30. Juni 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
Cassaday & Co Wealth Management LLC $3.431.443 40.101 8,98% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2.458.939 28.736 6,44% Aktien
TOTH FINANCIAL ADVISORY CORP $2.395.533 27.995 6,27% Aktien
Focus Partners Wealth $2.093.242 24.429 5,48% Aktien
CITADEL ADVISORS LLC $1.540.260 18.000 4,03% Kaufoption
JANE STREET GROUP, LLC $1.514.161 17.695 3,96% Aktien
SYNOVUS FINANCIAL CORP $1.488.750 15.000 3,90% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.471.804 17.200 3,85% Kaufoption
Pinnacle Financial Partners, Inc. $1.283.550 15.000 3,36% Aktien
Quantinno Capital Management LP $1.086.568 12.698 2,84% Aktien
Integrated Advisors Network LLC $1.000.742 11.695 2,62% Aktien
Waverly Advisors, LLC $877.093 10.250 2,30% Aktien
Chicago Partners Investment Group LLC $874.602 9.489 2,29% Aktien
CIBC Private Wealth Group LLC $708.646 7.140 1,86% Aktien
Capital Investment Counsel, Inc $646.481 7.555 1,69% Aktien
TRUIST FINANCIAL CORP $625.859 7.314 1,64% Aktien
Savant Capital, LLC $613.531 7.689 1,61% Aktien
Summit Financial, LLC $601.713 7.032 1,58% Aktien
CIBC Bancorp USA Inc. $582.366 6.806 1,52% Aktien
BLAIR WILLIAM & CO/IL $523.261 6.115 1,37% Aktien
BANK OF AMERICA CORP /DE/ $498.017 5.820 1,30% Aktien
Creative Planning $478.219 5.589 1,25% Aktien
Coastal Bridge Advisors, LLC $469.266 5.484 1,23% Aktien
INDEPENDENT FINANCIAL GROUP, LLC $463.186 5.413 1,21% Aktien
XTX Topco Ltd $449.243 5.250 1,18% Aktien
DIMENSION CAPITAL MANAGEMENT LLC $427.850 5.000 1,12% Aktien
Cerity Partners LLC $427.850 5.000 1,12% Aktien
WOLVERINE TRADING, LLC $420.210 4.200 1,10% Kaufoption
Bryn Mawr Trust Advisors, LLC $419.077 4.897 1,10% Aktien
Arax Advisory Partners $357.854 4.182 0,94% Aktien
ENVESTNET ASSET MANAGEMENT INC $352.291 4.117 0,92% Aktien
KENNEDY INVESTMENT GROUP, INC. $350.837 4.100 0,92% Aktien
Texas Capital Bank Wealth Management Services Inc $327.648 3.829 0,86% Aktien
Wealthspire Advisors, LLC $325.272 3.801 0,85% Aktien
Summit Trail Advisors, LLC $309.828 3.621 0,81% Aktien
BANK OF MONTREAL /CAN/ $306.255 3.579 0,80% Aktien
Lido Advisors, LLC $302.404 3.534 0,79% Aktien
LAZARI CAPITAL MANAGEMENT, INC. $300.351 3.510 0,79% Aktien
MERCER GLOBAL ADVISORS INC /ADV $279.095 3.262 0,73% Aktien
LOWERY THOMAS, LLC $277.413 3.242 0,73% Aktien
HighTower Advisors, LLC $262.050 3.062 0,69% Aktien
Private Advisor Group, LLC $256.710 3.000 0,67% Aktien
Glenmede Investment Management, LP $244.452 2.463 0,64% Aktien
Kestra Advisory Services, LLC $234.081 2.736 0,61% Aktien
Sanctuary Advisors, LLC $224.788 2.627 0,59% Aktien
LPL Financial LLC $224.232 2.620 0,59% Aktien
GOLDMAN SACHS GROUP INC $217.177 2.538 0,57% Aktien
DIVERSIFY WEALTH MANAGEMENT, LLC $211.943 2.215 0,55% Aktien
Diversify Advisory Services, LLC $211.943 2.215 0,55% Aktien
United Advisor Group, LLC $211.369 2.470 0,55% Aktien
GREAT VALLEY ADVISOR GROUP, INC. $211.000 2.465 0,55% Aktien
GLENMEDE TRUST CO NA $210.758 2.463 0,55% Aktien
Sollinda Capital Management LLC $209.989 2.454 0,55% Aktien
B. Riley Wealth Advisors, Inc. $202.345 2.357 0,53% Aktien
Parisi Gray Wealth Management $201.584 2.356 0,53% Aktien
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $190.736 2.229 0,50% Aktien
HARBOR INVESTMENT ADVISORY, LLC $179.697 2.100 0,47% Aktien
PNC Financial Services Group, Inc. $128.355 1.500 0,34% Aktien
EP Wealth Advisors, LLC $115.434 1.349 0,30% Aktien
CWM, LLC $111.185 1.515 0,29% Aktien
Strategic Investment Solutions, Inc. /IL $102.684 1.200 0,27% Aktien
Ameritas Advisory Services, LLC $102.684 1.200 0,27% Aktien
NewEdge Advisors, LLC $96.921 1.133 0,25% Aktien
Farther Finance Advisors, LLC $64.178 750 0,17% Aktien
Spire Wealth Management $54.303 635 0,14% Aktien
Main Street Group, LTD $51.342 600 0,13% Aktien
MCF Advisors LLC $48.433 566 0,13% Aktien
Steward Partners Investment Advisory, LLC $42.785 500 0,11% Aktien
Hartford Financial Management Inc. $35.940 420 0,09% Aktien
Plante Moran Financial Advisors, LLC $31.832 372 0,08% Aktien
Steigerwald, Gordon & Koch Inc. $25.671 300 0,07% Aktien
US BANCORP \DE\ $25.671 300 0,07% Aktien
Geneos Wealth Management Inc. $19.607 229 0,05% Aktien
VIMA LLC $19.339 226 0,05% Aktien
JPMORGAN CHASE & CO $18.546 216 0,05% Aktien
Colonial Trust Advisors $12.836 150 0,03% Aktien
VALLEY NATIONAL ADVISERS INC $10.269 120 0,03% Aktien
Ashton Thomas Private Wealth, LLC $6.418 75 0,02% Aktien
ASSETMARK, INC $3.936 46 0,01% Aktien
Phillip James Consulting Co. $3.252 38 0,01% Aktien
ROANOKE ASSET MANAGEMENT CORP/ NY $1.198 13.440 0,00% Aktien
WELLS FARGO & COMPANY/MN $191 2 0,00% Aktien
MORGAN STANLEY $127 1 0,00% Aktien
Russell Investments Group, Ltd. $86 1 0,00% Aktien
HAZLETT, BURT & WATSON, INC. $6 67 0,00% Aktien