UDEC — Institutional owners (13F)

127 filers · $183.5M total · As of Sept. 30, 2026

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
COMMONWEALTH EQUITY SERVICES, LLC $13,676,655 328,134 7.45% Shares
Brookstone Capital Management $12,816,903 299,303 6.99% Shares
LEGACY CAPITAL WEALTH MANAGEMENT, LLC $10,082,958 241,913 5.50% Shares
RAYMOND JAMES FINANCIAL INC $8,846,184 212,240 4.82% Shares
OSAIC HOLDINGS, INC. $8,645,007 207,415 4.71% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $7,520,757 180,440 4.10% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7,174,611 167,543 3.91% Shares
ENVESTNET ASSET MANAGEMENT INC $6,768,973 162,403 3.69% Shares
Foundations Investment Advisors, LLC $5,736,140 137,623 3.13% Shares
Sovran Advisors, LLC $5,271,456 126,112 2.87% Shares
Kestra Advisory Services, LLC $4,245,577 101,861 2.31% Shares
KFG WEALTH MANAGEMENT, LLC $3,806,662 88,894 2.07% Shares
CENTRAL VALLEY ADVISORS, LLC $3,774,674 88,147 2.06% Shares
Berger Financial Group, Inc $3,474,204 83,354 1.89% Shares
Trek Financial, LLC $3,280,724 78,712 1.79% Shares
MBL Wealth, LLC $3,050,847 71,244 1.66% Shares
MILESTONE ASSET MANAGEMENT, LLC $2,989,439 69,810 1.63% Shares
Concurrent Investment Advisors, LLC $2,765,777 64,587 1.51% Shares
Spire Wealth Management $2,689,950 64,538 1.47% Shares
Cetera Investment Advisers $2,615,218 62,745 1.43% Shares
TRUIST FINANCIAL CORP $2,395,064 57,463 1.31% Shares
LPL Financial LLC $2,257,561 54,164 1.23% Shares
IMG Wealth Management, Inc. $2,162,708 50,504 1.18% Shares
HighTower Advisors, LLC $2,043,242 49,022 1.11% Shares
Donald L. Hagan, LLC $1,930,625 50,316 1.05% Shares
Strategic Blueprint, LLC $1,895,324 44,260 1.03% Shares
Virtue Capital Management, LLC $1,776,739 42,628 0.97% Shares
Advisory Services Network, LLC $1,746,730 41,908 0.95% Shares
WealthPlan Investment Management, LLC $1,689,391 39,451 0.92% Shares
AssuredPartners Investment Advisors, LLC $1,621,523 38,904 0.88% Shares
Castle Rock Wealth Management, LLC $1,565,690 36,268 0.85% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,554,770 36,092 0.85% Shares
MML INVESTORS SERVICES, LLC $1,546,582 37,106 0.84% Shares
CAPTRUST FINANCIAL ADVISORS $1,401,702 33,630 0.76% Shares
CITADEL ADVISORS LLC $1,346,684 32,310 0.73% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,339,473 32,137 0.73% Shares
H D Vest Advisory Services $1,264,140 34,691 0.69% Shares
Ameritas Advisory Services, LLC $1,232,356 29,567 0.67% Shares
Gladstone Institutional Advisory LLC $1,176,629 28,230 0.64% Shares
MONEY CONCEPTS CAPITAL CORP $1,111,233 26,661 0.61% Shares
Sonoma Allocations LLC $1,067,634 25,569 0.58% Shares
Octavia Wealth Advisors, LLC $1,057,174 25,364 0.58% Shares
Arete Wealth Advisors, LLC $1,027,872 24,661 0.56% Shares
OLD MISSION CAPITAL LLC $910,043 21,834 0.50% Shares
FIDUCIARY FINANCIAL GROUP, LLC $847,286 19,786 0.46% Shares
AE Wealth Management LLC $801,426 19,228 0.44% Shares
SteelPeak Wealth, LLC $795,428 18,575 0.43% Shares
Lantz Financial LLC $777,871 18,165 0.42% Shares
Lakeridge Wealth Management LLC $772,363 18,531 0.42% Shares
WealthShield Partners, LLC $737,529 17,695 0.40% Shares
TrustBank $723,700 16,900 0.39% Shares
Old Port Advisors $722,630 16,875 0.39% Shares
AXXCESS WEALTH MANAGEMENT, LLC $669,358 15,631 0.36% Shares
Bravias Capital Group, LLC $667,548 16,016 0.36% Shares
WealthPLAN Partners, LLC $661,008 15,436 0.36% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $643,051 14,900 0.35% Shares
Diversify Advisory Services, LLC $643,051 14,900 0.35% Shares
NewEdge Advisors, LLC $617,282 14,810 0.34% Shares
Garden State Investment Advisory Services LLC $591,274 14,186 0.32% Shares
Quantinno Capital Management LP $587,023 14,084 0.32% Shares
Kingsview Wealth Management, LLC $575,435 13,806 0.31% Shares
Creative Planning $505,371 12,125 0.28% Shares
Cerity Partners LLC $503,620 12,083 0.27% Shares
Family Legacy Financial Solutions, LLC $475,330 11,100 0.26% Shares
SageView Advisory Group, LLC $473,945 11,371 0.26% Shares
NWF Advisory Services Inc. $469,849 10,972 0.26% Shares
Blue Trust, Inc. $468,906 10,950 0.26% Shares
HARBOUR INVESTMENTS, INC. $441,351 10,589 0.24% Shares
Sigma Planning Corp $428,266 10,001 0.23% Shares
Stratos Wealth Advisors, LLC $416,801 10,000 0.23% Shares
Summit Asset Management, LLC $398,879 9,570 0.22% Shares
William Mack & Associates, Inc. $394,952 9,223 0.22% Shares
NewCorp Financial Services, Inc. $386,302 9,021 0.21% Shares
Compass Advisory Group LLC $383,457 9,200 0.21% Shares
First Heartland Consultants, Inc. $354,870 8,287 0.19% Shares
Redwood Family Wealth LLC $353,885 8,264 0.19% Shares
BANK OF AMERICA CORP /DE/ $348,778 8,368 0.19% Shares
Clearstead Advisors, LLC $345,570 8,291 0.19% Shares
Steward Partners Investment Advisory, LLC $343,693 8,246 0.19% Shares
WEALTH ALLIANCE, LLC $327,856 7,866 0.18% Shares
Cornerstone Wealth Group, LLC $327,481 7,857 0.18% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $327,189 7,850 0.18% Shares
WPWealth LLP $313,434 7,520 0.17% Shares
Signature Equity Partners, LLC $313,226 7,515 0.17% Shares
WorthPointe, LLC $311,842 7,482 0.17% Shares
Ausdal Financial Partners, Inc. $308,308 7,397 0.17% Shares
GREAT VALLEY ADVISOR GROUP, INC. $305,000 7,320 0.17% Shares
O'Connor Financial Group LLC $304,040 7,100 0.17% Shares
RED REEF ADVISORS LLC $291,761 7,000 0.16% Shares
Bright Futures Wealth Management, LLC. $286,011 6,679 0.16% Shares
Madison Wealth Partners, Inc $276,214 6,627 0.15% Shares
ZACKS INVESTMENT MANAGEMENT $276,214 6,627 0.15% Shares
WEDBUSH SECURITIES INC $249,000 5,807 0.14% Shares
Belpointe Asset Management LLC $247,872 5,947 0.14% Shares
Capital Investment Advisory Services, LLC $244,495 5,866 0.13% Shares
Kellett Wealth Advisors, LLC $244,045 5,699 0.13% Shares
FC Advisory LLC $235,053 5,489 0.13% Shares
Beacon Pointe Advisors, LLC $226,574 5,436 0.12% Shares
Talon Private Wealth, LLC $225,948 5,421 0.12% Shares
MY Wealth Management Inc. $225,760 5,272 0.12% Shares
GWN SECURITIES INC. $217,753 5,224 0.12% Shares
Archer Investment Corp $217,186 5,211 0.12% Shares
DHJJ Financial Advisors, Ltd. $209,060 4,882 0.11% Shares
Simplicity Wealth,LLC $204,692 4,780 0.11% Shares
Physician Wealth Advisors, Inc. $194,843 4,550 0.11% Shares
WELLS FARGO & COMPANY/MN $136,794 3,282 0.07% Shares
JPMORGAN CHASE & CO $109,888 2,645 0.06% Shares
Aptus Capital Advisors, LLC $100,032 2,400 0.05% Shares
Noble Wealth Management PBC $85,645 2,000 0.05% Shares
Rockefeller Capital Management L.P. $70,648 1,695 0.04% Shares
Triumph Capital Management $68,602 1,602 0.04% Shares
Bullseye Investment Management, LLC $66,688 1,600 0.04% Shares
MORGAN STANLEY $64,479 1,547 0.04% Shares
HARBOR INVESTMENT ADVISORY, LLC $62,435 1,458 0.03% Shares
Coppell Advisory Solutions LLC $41,759 10,143 0.02% Shares
IFP Advisors, Inc $21,882 511 0.01% Shares
ASSETMARK, INC $18,456 431 0.01% Shares
Ashton Thomas Private Wealth, LLC $12,754 306 0.01% Shares
IFS Advisors, LLC $12,675 296 0.01% Shares
EverSource Wealth Advisors, LLC $12,504 300 0.01% Shares
Cambridge Investment Research Advisors, Inc. $3,063 73,484 0.00% Shares
Keating Financial Advisory Services, Inc. $2,501 60 0.00% Shares
HRT FINANCIAL LP $505 12,135 0.00% Shares
CENTAURUS FINANCIAL, INC. $329 7,885 0.00% Shares
Wood Tarver Financial Group, LLC $326 7,825 0.00% Shares
Betterment LLC $205 4,908 0.00% Shares
BARCLAYS PLC $42 1 0.00% Shares