UFEB — Institutional owners (13F)

105 filers · $165.5M 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
Talon Private Wealth, LLC $28,389,778 734,535 17.15% Shares
HighTower Advisors, LLC $24,406,354 631,471 14.74% Shares
KFG WEALTH MANAGEMENT, LLC $16,842,169 426,276 10.17% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7,040,208 178,188 4.25% Shares
Strategic Blueprint, LLC $5,431,746 137,478 3.28% Shares
TRUIST FINANCIAL CORP $5,017,376 129,816 3.03% Shares
COMMONWEALTH EQUITY SERVICES, LLC $4,216,260 109,088 2.55% Shares
OSAIC HOLDINGS, INC. $4,101,349 106,116 2.48% Shares
ENVESTNET ASSET MANAGEMENT INC $3,946,938 102,120 2.38% Shares
World Investment Advisors $3,938,969 108,447 2.38% Shares
MML INVESTORS SERVICES, LLC $3,241,431 83,866 1.96% Shares
Spire Wealth Management $3,084,763 79,813 1.86% Shares
Concurrent Investment Advisors, LLC $2,577,662 65,241 1.56% Shares
CENTRAL VALLEY ADVISORS, LLC $2,521,448 63,818 1.52% Shares
Stratos Wealth Advisors, LLC $2,301,337 59,543 1.39% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,097,729 54,275 1.27% Shares
Brookstone Capital Management $1,944,634 49,219 1.17% Shares
Trek Financial, LLC $1,929,253 49,916 1.17% Shares
LPL Financial LLC $1,868,496 48,344 1.13% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,798,835 45,242 1.09% Shares
Cetera Investment Advisers $1,769,126 45,773 1.07% Shares
Kestra Advisory Services, LLC $1,643,321 42,518 0.99% Shares
Berger Financial Group, Inc $1,620,170 41,919 0.98% Shares
JPMORGAN CHASE & CO $1,421,410 36,891 0.86% Shares
Northstar Group, Inc. $1,353,137 35,010 0.82% Shares
TOUNJIAN ADVISORY PARTNERS, LLC $1,340,266 34,677 0.81% Shares
FIDUCIARY FINANCIAL GROUP, LLC $1,155,391 29,243 0.70% Shares
Lantz Financial LLC $1,045,198 26,454 0.63% Shares
Mutual Advisors, LLC $1,038,719 26,875 0.63% Shares
FOUNDERS FINANCIAL SECURITIES LLC $1,004,243 25,983 0.61% Shares
Focus Partners Wealth $968,414 25,056 0.59% Shares
CROSSPOINT FINANCIAL, LLC $930,262 24,069 0.56% Shares
Ausdal Financial Partners, Inc. $924,856 23,929 0.56% Shares
Comprehensive Financial Consultants Institutional, Inc. $915,605 23,174 0.55% Shares
Integrity Advisory Solutions, LLC $903,560 23,378 0.55% Shares
IMG Wealth Management, Inc. $897,761 22,722 0.54% Shares
OLD MISSION CAPITAL LLC $826,530 21,385 0.50% Shares
AdvisorNet Financial, Inc $817,771 20,570 0.49% Shares
SteelPeak Wealth, LLC $792,216 20,051 0.48% Shares
Foundations Investment Advisors, LLC $744,631 19,266 0.45% Shares
Cornerstone Wealth Group, LLC $721,286 18,662 0.44% Shares
CITADEL ADVISORS LLC $625,357 16,180 0.38% Shares
IHT Wealth Management, LLC $621,917 16,091 0.38% Shares
Arkadios Wealth Advisors $606,805 15,700 0.37% Shares
NewEdge Advisors, LLC $601,239 15,556 0.36% Shares
Beacon Pointe Advisors, LLC $600,931 15,548 0.36% Shares
RAYMOND JAMES FINANCIAL INC $593,780 15,363 0.36% Shares
Advisory Services Network, LLC $551,072 14,258 0.33% Shares
Creative Planning $550,801 14,251 0.33% Shares
NewCorp Financial Services, Inc. $546,739 13,838 0.33% Shares
Castle Rock Wealth Management, LLC $459,975 11,547 0.28% Shares
AssuredPartners Investment Advisors, LLC $447,335 11,574 0.27% Shares
BANK OF AMERICA CORP /DE/ $438,523 11,346 0.26% Shares
Sonoma Allocations LLC $425,590 11,000 0.26% Shares
SILVER OAK SECURITIES, INCORPORATED $415,526 10,751 0.25% Shares
SageView Advisory Group, LLC $411,159 10,638 0.25% Shares
Riverpoint Wealth Management Holdings, LLC $363,194 9,397 0.22% Shares
Truvestments Capital LLC $343,946 8,899 0.21% Shares
Merit Financial Group, LLC $341,975 8,848 0.21% Shares
Archer Investment Corp $328,796 8,507 0.20% Shares
Maia Wealth LLC $326,155 8,255 0.20% Shares
WealthShield Partners, LLC $303,441 7,851 0.18% Shares
Garden State Investment Advisory Services LLC $303,403 7,850 0.18% Shares
Madison Wealth Partners, Inc $289,489 7,490 0.17% Shares
Vantage Point Financial LLC $289,141 7,481 0.17% Shares
Beacon Financial Advisory LLC $270,327 6,842 0.16% Shares
Sanctuary Advisors, LLC $261,661 6,770 0.16% Shares
CGN Advisors LLC $253,259 6,410 0.15% Shares
ZACKS INVESTMENT MANAGEMENT $251,418 6,505 0.15% Shares
OxenFree Capital LLC $246,977 6,200 0.15% Shares
BFI Wealth Solutions, LLC $245,831 6,222 0.15% Shares
Beckerman Institutional, LLC $239,090 6,186 0.14% Shares
Ballast Rock Private Wealth LLC $228,289 5,778 0.14% Shares
Tradition Wealth Management, LLC $225,793 5,842 0.14% Shares
HARBOUR INVESTMENTS, INC. $224,595 5,811 0.14% Shares
Chicago Partners Investment Group LLC $223,587 5,649 0.14% Shares
AXXCESS WEALTH MANAGEMENT, LLC $218,451 5,529 0.13% Shares
Bright Futures Wealth Management, LLC. $209,482 5,302 0.13% Shares
Kovack Advisors, Inc. $208,559 5,397 0.13% Shares
MILESTONE ASSET MANAGEMENT, LLC $202,607 5,128 0.12% Shares
Simplicity Wealth,LLC $202,607 5,128 0.12% Shares
AE Wealth Management LLC $199,627 5,165 0.12% Shares
Aptus Capital Advisors, LLC $185,520 4,800 0.11% Shares
Physician Wealth Advisors, Inc. $174,832 4,425 0.11% Shares
CoreCap Advisors, LLC $169,814 4,298 0.10% Shares
Continuum Advisory, LLC $152,474 3,945 0.09% Shares
Financial Network Wealth Advisors LLC $113,051 2,925 0.07% Shares
EVOLUTION WEALTH MANAGEMENT INC. $92,760 2,400 0.06% Shares
DHJJ Financial Advisors, Ltd. $91,585 2,318 0.06% Shares
MORGAN STANLEY $86,460 2,237 0.05% Shares
McIlrath & Eck, LLC $57,753 1,591 0.03% Shares
Bullseye Investment Management, LLC $38,766 1,003 0.02% Shares
Pinnacle Wealth Planning Services, Inc. $34,927 884 0.02% Shares
Steward Partners Investment Advisory, LLC $29,915 774 0.02% Shares
Capital Investment Advisory Services, LLC $15,537 402 0.01% Shares
Keating Financial Advisory Services, Inc. $15,421 399 0.01% Shares
CREATIVE FINANCIAL DESIGNS INC /ADV $12,909 334 0.01% Shares
Arax Advisory Partners $10,822 280 0.01% Shares
IFP Advisors, Inc $8,811 223 0.01% Shares
Larson Financial Group LLC $7,344 190 0.00% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $3,247 84 0.00% Shares
Cambridge Investment Research Advisors, Inc. $3,129 80,951 0.00% Shares
ASSETMARK, INC $2,134 54 0.00% Shares
BARCLAYS PLC $2,010 52 0.00% Shares
HRT FINANCIAL LP $306 7,943 0.00% Shares