UAUG — Institutional owners (13F)
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.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Brookstone Capital Management | $55,495,771 | 1,291,566 | 31.91% | Shares |
| Broussard Financial Group LLC | $16,878,869 | 392,826 | 9.70% | Shares |
| RAYMOND JAMES FINANCIAL INC | $10,514,466 | 249,840 | 6.05% | Shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7,121,655 | 165,744 | 4.09% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $6,276,820 | 149,147 | 3.61% | Shares |
| OSAIC HOLDINGS, INC. | $5,960,630 | 141,651 | 3.43% | Shares |
| KFG WEALTH MANAGEMENT, LLC | $5,954,316 | 138,576 | 3.42% | Shares |
| MBL Wealth, LLC | $5,664,918 | 131,841 | 3.26% | Shares |
| IFP Advisors, Inc | $3,964,639 | 92,270 | 2.28% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $3,083,511 | 73,269 | 1.77% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3,003,214 | 71,361 | 1.73% | Shares |
| Archer Investment Corp | $2,773,723 | 65,908 | 1.59% | Shares |
| FIDUCIARY FINANCIAL GROUP, LLC | $2,517,011 | 58,579 | 1.45% | Shares |
| CENTRAL VALLEY ADVISORS, LLC | $2,516,497 | 58,567 | 1.45% | Shares |
| Kestra Advisory Services, LLC | $2,210,883 | 52,534 | 1.27% | Shares |
| Concurrent Investment Advisors, LLC | $2,060,586 | 47,957 | 1.18% | Shares |
| OLD MISSION CAPITAL LLC | $1,932,407 | 45,917 | 1.11% | Shares |
| Berger Financial Group, Inc | $1,844,956 | 43,839 | 1.06% | Shares |
| LPL Financial LLC | $1,501,249 | 35,672 | 0.86% | 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 | 0.60% | 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 | 0.44% | 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 | 0.39% | 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 |
| IMG Wealth Management, Inc. | $576,485 | 13,417 | 0.33% | 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 | $484,297 | 11,272 | 0.28% | 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 | 0.24% | Shares |
| Accurate Wealth Management, LLC | $421,469 | 9,705 | 0.24% | Shares |
| Integrity Advisory Solutions, LLC | $418,254 | 9,938 | 0.24% | Shares |
| Cresset Asset Management, LLC | $390,799 | 9,286 | 0.22% | Shares |
| Advance Capital Management, Inc. | $386,507 | 9,184 | 0.22% | Shares |
| Creative Planning | $385,202 | 9,153 | 0.22% | Shares |
| SageView Advisory Group, LLC | $382,046 | 9,078 | 0.22% | Shares |
| O'Connor Financial Group LLC | $374,808 | 8,723 | 0.22% | Shares |
| First Commonwealth Financial Corp /PA/ | $367,232 | 8,726 | 0.21% | Shares |
| Diligent Investors, LLC | $365,226 | 8,500 | 0.21% | Shares |
| Advisory Services Network, LLC | $358,563 | 8,520 | 0.21% | Shares |
| Trek Financial, LLC | $338,530 | 8,044 | 0.19% | Shares |
| Sterling Financial Planning, Inc. | $328,640 | 7,809 | 0.19% | Shares |
| Bluesphere Advisors LLC | $305,415 | 7,108 | 0.18% | Shares |
| EVOLUTION WEALTH MANAGEMENT INC. | $302,674 | 7,192 | 0.17% | Shares |
| Simplicity Wealth,LLC | $296,950 | 6,911 | 0.17% | Shares |
| 4J Wealth Management LLC | $288,281 | 6,850 | 0.17% | Shares |
| TOUNJIAN ADVISORY PARTNERS, LLC | $280,790 | 6,672 | 0.16% | Shares |
| H D Vest Advisory Services | $279,778 | 7,476 | 0.16% | Shares |
| Kingsview Wealth Management, LLC | $269,301 | 6,399 | 0.15% | Shares |
| AXXCESS WEALTH MANAGEMENT, LLC | $253,037 | 5,889 | 0.15% | Shares |
| Beacon Pointe Advisors, LLC | $252,972 | 6,011 | 0.15% | Shares |
| Gallagher Fiduciary Advisors, LLC | $252,888 | 6,009 | 0.15% | Shares |
| Octavia Wealth Advisors, LLC | $230,330 | 5,473 | 0.13% | Shares |
| WEALTH ALLIANCE, LLC | $217,073 | 5,158 | 0.12% | Shares |
| Chris Bulman Inc | $211,187 | 4,915 | 0.12% | Shares |
| Interchange Capital Partners, LLC | $210,424 | 5,000 | 0.12% | Shares |
| MGO ONE SEVEN LLC | $208,109 | 4,945 | 0.12% | Shares |
| FOUNDERS FINANCIAL SECURITIES LLC | $203,690 | 4,840 | 0.12% | Shares |
| RFG Advisory, LLC | $203,480 | 4,835 | 0.12% | Shares |
| AE Wealth Management LLC | $125,582 | 2,984 | 0.07% | Shares |
| Grove Bank & Trust | $121,427 | 2,826 | 0.07% | Shares |
| DHJJ Financial Advisors, Ltd. | $85,034 | 1,979 | 0.05% | Shares |
| Aptus Capital Advisors, LLC | $75,753 | 1,800 | 0.04% | Shares |
| UBS Group AG | $61,991 | 1,473 | 0.04% | Shares |
| Talon Private Wealth, LLC | $54,223 | 1,288 | 0.03% | Shares |
| ROYAL BANK OF CANADA | $42,000 | 1,000 | 0.02% | Shares |
| WELLS FARGO & COMPANY/MN | $39,644 | 942 | 0.02% | Shares |
| Keating Financial Advisory Services, Inc. | $31,648 | 752 | 0.02% | Shares |
| Orion Capital Management LLC | $19,149 | 455 | 0.01% | Shares |
| CoreCap Advisors, LLC | $10,871 | 253 | 0.01% | Shares |
| Cambridge Investment Research Advisors, Inc. | $1,386 | 32,945 | 0.00% | Shares |
| Triumph Capital Management | $1,289 | 30 | 0.00% | Shares |
| ASSETMARK, INC | $687 | 16 | 0.00% | Shares |
| Wood Tarver Financial Group, LLC | $235 | 5,607 | 0.00% | Shares |