your badges 52W Range $43–$43 46% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

03
Price $42.96
52W Range $43–$43

UAUG Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

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

06
Valuation & Ratios 07–12

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

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

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

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

13
Ex-dateAmountCurrencyYield
Nov 19, 2019$0.21USD—

Institutional owners (13F) 93 filers · $173.2M total · As of Sept. 30, 2026

17

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 93
Value held $173.2M
New positions 8
Exited positions 4
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
8 (+1 vs prior Q) 4 (-3 vs prior Q) 10 (+1 vs prior Q) 38 (+8 vs prior Q) -55K

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
Brookstone Capital Management $55,495,771 1,291,566 32.05% Shares
Broussard Financial Group LLC $16,909,504 401,796 9.77% Shares
RAYMOND JAMES FINANCIAL INC $10,514,466 249,840 6.07% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7,121,655 165,744 4.11% Shares
COMMONWEALTH EQUITY SERVICES, LLC $6,276,820 149,147 3.62% Shares
OSAIC HOLDINGS, INC. $5,960,630 141,651 3.44% Shares
KFG WEALTH MANAGEMENT, LLC $5,954,316 138,576 3.44% Shares
MBL Wealth, LLC $5,664,918 131,841 3.27% Shares
IFP Advisors, Inc $3,964,639 92,270 2.29% Shares
ENVESTNET ASSET MANAGEMENT INC $3,083,511 73,269 1.78% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3,003,214 71,361 1.73% Shares
Archer Investment Corp $2,773,723 65,908 1.60% Shares
FIDUCIARY FINANCIAL GROUP, LLC $2,517,011 58,579 1.45% Shares
Kestra Advisory Services, LLC $2,210,883 52,534 1.28% Shares
CENTRAL VALLEY ADVISORS, LLC $2,101,419 49,933 1.21% Shares
Concurrent Investment Advisors, LLC $2,060,586 47,957 1.19% Shares
OLD MISSION CAPITAL LLC $1,932,407 45,917 1.12% Shares
Berger Financial Group, Inc $1,844,956 43,839 1.07% Shares
LPL Financial LLC $1,501,249 35,672 0.87% Shares
Clearstead Advisors, LLC $1,488,371 35,366 0.86% Shares
Spire Wealth Management $1,475,262 35,059 0.85% Shares
Cetera Investment Advisers $1,389,640 33,020 0.80% Shares
MML INVESTORS SERVICES, LLC $1,193,862 28,368 0.69% Shares
Foundations Investment Advisors, LLC $1,051,994 24,997 0.61% Shares
Strategic Blueprint, LLC $1,047,243 24,373 0.60% Shares
MILESTONE ASSET MANAGEMENT, LLC $948,987 22,086 0.55% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $913,857 21,110 0.53% Shares
Retirement Planning Group, LLC $884,320 20,581 0.51% Shares
Impact Partnership Wealth, LLC $821,622 19,523 0.47% Shares
SteelPeak Wealth, LLC $796,237 18,531 0.46% Shares
TRUIST FINANCIAL CORP $773,477 18,379 0.45% Shares
CRA Financial Services, LLC $753,011 17,525 0.43% Shares
Grantvest Financial Group LLC $735,930 17,127 0.42% Shares
Heritage Wealth Partners, LLC $705,382 20,375 0.41% Shares
Prime Capital Investment Advisors, LLC $685,208 15,947 0.40% Shares
WPWealth LLP $679,670 16,150 0.39% Shares
Steward Partners Investment Advisory, LLC $642,130 15,258 0.37% Shares
JANE STREET GROUP, LLC $629,883 14,967 0.36% Shares
Keystone Wealth Services, LLC $609,472 14,482 0.35% Shares
Lantz Financial LLC $591,022 13,755 0.34% Shares
Onyx Bridge Wealth Group LLC $559,054 13,011 0.32% Shares
Vantage Point Financial LLC $501,272 11,911 0.29% Shares
Chicago Partners Investment Group LLC $476,071 11,272 0.27% Shares
CITADEL ADVISORS LLC $472,949 11,238 0.27% Shares
Farther Finance Advisors, LLC $466,845 10,865 0.27% Shares
Lakeridge Wealth Management LLC $451,402 10,726 0.26% Shares
WealthShield Partners, LLC $449,550 10,682 0.26% Shares
Cornerstone Wealth Group, LLC $424,804 10,094 0.25% Shares
Accurate Wealth Management, LLC $421,469 9,705 0.24% Shares
Integrity Advisory Solutions, LLC $418,254 9,938 0.24% Shares

Show all 93 institutional owners →

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.