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

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Price $46.78
52W Range $46–$47

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

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Valuation & Ratios 07–12

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

Institutional owners (13F) 119 filers · $183.1M 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 119
Value held $183.1M
New positions 17
Exited positions 5
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
17 (-3 vs prior Q) 5 (-5 vs prior Q) 26 (-16 vs prior Q) 44 (+18 vs prior Q) -883K

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
Talon Private Wealth, LLC $28,536,394 629,495 15.59% Shares
Sonoma Allocations LLC $17,574,669 387,022 9.60% Shares
COMMONWEALTH EQUITY SERVICES, LLC $8,599,160 189,692 4.70% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7,504,458 161,734 4.10% Shares
Campbell Deegan Wealth Management, LLC $6,396,162 150,463 3.49% Shares
OSAIC HOLDINGS, INC. $5,565,846 122,785 3.04% Shares
Strategic Blueprint, LLC $5,048,946 108,814 2.76% Shares
CWM, LLC $4,854,493 114,197 2.65% Shares
Brookstone Capital Management $4,655,915 100,343 2.54% Shares
TRUIST FINANCIAL CORP $4,032,662 88,958 2.20% Shares
Cetera Investment Advisers $3,779,091 83,364 2.06% Shares
Clearstead Advisors, LLC $3,623,448 79,931 1.98% Shares
Spire Wealth Management $3,468,638 76,520 1.89% Shares
Concurrent Investment Advisors, LLC $3,404,895 73,381 1.86% Shares
ENVESTNET ASSET MANAGEMENT INC $3,362,833 74,182 1.84% Shares
LPL Financial LLC $3,110,310 68,612 1.70% Shares
Prairie Wealth Advisors, Inc. $2,949,910 0 1.61% Shares
Orion Porfolio Solutions, LLC $2,685,344 59,237 1.47% Shares
RAYMOND JAMES FINANCIAL INC $2,527,452 55,754 1.38% Shares
Lantz Financial LLC $2,526,387 54,448 1.38% Shares
IMG Wealth Management, Inc. $2,526,368 54,448 1.38% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,508,911 55,345 1.37% Shares
Foundations Investment Advisors, LLC $2,363,077 52,128 1.29% Shares
MML INVESTORS SERVICES, LLC $2,210,715 48,767 1.21% Shares
CENTRAL VALLEY ADVISORS, LLC $2,134,395 46,000 1.17% Shares
Triad Wealth Partners, LLC $2,096,213 45,177 1.14% Shares
First Heartland Consultants, Inc. $2,010,558 43,331 1.10% Shares
Allworth Financial LP $1,957,717 43,186 1.07% Shares
Trek Financial, LLC $1,787,766 39,437 0.98% Shares
Kestra Advisory Services, LLC $1,649,729 36,392 0.90% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $1,291,680 27,683 0.71% Shares
JT Stratford LLC $1,277,189 28,174 0.70% Shares
Long Island Wealth Management, Inc. $1,268,298 27,334 0.69% Shares
BXM Wealth LLC $1,238,702 27,325 0.68% Shares
MBL Wealth, LLC $1,196,007 25,776 0.65% Shares
KFG WEALTH MANAGEMENT, LLC $1,181,947 25,473 0.65% Shares
Hiley Hunt Wealth Management $1,131,418 24,384 0.62% Shares
Accurate Wealth Management, LLC $1,095,915 23,427 0.60% Shares
HighTower Advisors, LLC $1,063,403 23,458 0.58% Shares
Ausdal Financial Partners, Inc. $1,036,475 22,864 0.57% Shares
Berkshire Money Management, Inc. $941,781 20,297 0.51% Shares
Compass Advisory Group LLC $895,220 19,748 0.49% Shares
Summit Financial, LLC $890,732 19,649 0.49% Shares
Focus Partners Wealth $840,006 18,530 0.46% Shares
SteelPeak Wealth, LLC $791,816 17,065 0.43% Shares
OLD MISSION CAPITAL LLC $772,596 17,043 0.42% Shares
Archer Investment Corp $736,043 16,237 0.40% Shares
Mutual Advisors, LLC $718,414 15,848 0.39% Shares
Maltin Wealth Management, Inc. $701,243 15,113 0.38% Shares
Diligent Investors, LLC $644,496 13,890 0.35% Shares

Show all 119 institutional owners →

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