your badges 52W Range $36–$36 94% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

UAPR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $36.13
52W Range $36–$36

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Ex-dateAmountCurrencyYield
Nov 19, 2019$0.57USD—

Institutional owners (13F) 91 filers · $103.0M total · As of Sept. 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 91
Value held $103.0M
New positions 14
Exited positions 7
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
14 (+5 vs prior Q) 7 (-2 vs prior Q) 25 (+5 vs prior Q) 25 (-5 vs prior Q) +109K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
Tradition Wealth Management, LLC $9,505,155 270,688 9.23% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7,201,548 200,603 6.99% Shares
COMMONWEALTH EQUITY SERVICES, LLC $5,063,760 144,206 4.92% Shares
CWM, LLC $4,875,340 146,100 4.73% Shares
OSAIC HOLDINGS, INC. $4,713,827 134,255 4.58% Shares
KFG WEALTH MANAGEMENT, LLC $4,552,663 126,817 4.42% Shares
AssuredPartners Investment Advisors, LLC $3,450,275 98,257 3.35% Shares
Brookstone Capital Management $3,339,372 93,020 3.24% Shares
Prairie Wealth Advisors, Inc. $3,308,643 0 3.21% Shares
CENTRAL VALLEY ADVISORS, LLC $2,869,449 79,930 2.79% Shares
ENVESTNET ASSET MANAGEMENT INC $2,729,579 77,733 2.65% Shares
Orion Porfolio Solutions, LLC $2,673,079 76,124 2.59% Shares
Kellett Wealth Advisors, LLC $2,610,415 72,715 2.53% Shares
Berger Financial Group, Inc $2,418,954 68,887 2.35% Shares
Triad Wealth Partners, LLC $2,113,655 58,877 2.05% Shares
Foundations Investment Advisors, LLC $1,996,768 56,864 1.94% Shares
TRUIST FINANCIAL CORP $1,972,697 56,179 1.91% Shares
Strategic Blueprint, LLC $1,811,034 50,447 1.76% Shares
Concurrent Investment Advisors, LLC $1,635,078 45,546 1.59% Shares
Spire Wealth Management $1,498,032 42,667 1.45% Shares
RAYMOND JAMES FINANCIAL INC $1,466,464 41,762 1.42% Shares
MML INVESTORS SERVICES, LLC $1,432,052 40,782 1.39% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,407,471 40,082 1.37% Shares
Arax Advisory Partners $1,386,964 39,498 1.35% Shares
IMG Wealth Management, Inc. $1,371,477 38,203 1.33% Shares
Advisory Services Network, LLC $1,323,020 37,677 1.28% Shares
Kestra Advisory Services, LLC $1,287,585 36,668 1.25% Shares
Trek Financial, LLC $1,211,812 34,510 1.18% Shares
Cetera Investment Advisers $1,119,263 31,874 1.09% Shares
LPL Financial LLC $974,295 27,746 0.95% Shares
Sonoma Allocations LLC $938,428 26,694 0.91% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $913,255 25,319 0.89% Shares
SteelPeak Wealth, LLC $797,005 22,201 0.77% Shares
FIDUCIARY FINANCIAL GROUP, LLC $791,261 22,041 0.77% Shares
BCS Wealth Management $662,792 18,875 0.64% Shares
Ausdal Financial Partners, Inc. $650,783 18,533 0.63% Shares
GRIES FINANCIAL LLC $634,733 19,749 0.62% Shares
Orion Portfolio Solutions, LLC $600,007 20,094 0.58% Shares
Your Advocates Ltd., LLP $583,598 16,622 0.57% Shares
Lantz Financial LLC $565,417 15,750 0.55% Shares
Encompass More Asset Management $554,504 15,446 0.54% Shares
Kovack Advisors, Inc. $548,959 15,632 0.53% Shares
WealthShield Partners, LLC $513,624 14,627 0.50% Shares
Atria Investments, Inc $491,572 13,693 0.48% Shares
Signal Advisors Wealth, LLC $481,592 13,415 0.47% Shares
AE Wealth Management LLC $473,804 13,493 0.46% Shares
SILVER OAK SECURITIES, INCORPORATED $470,012 13,385 0.46% Shares
MORGAN STANLEY $469,134 13,360 0.46% Shares
Retirement Planning Group, LLC $452,944 12,617 0.44% Shares
MILESTONE ASSET MANAGEMENT, LLC $435,281 12,125 0.42% Shares

Show all 91 institutional owners →

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