your badges 52W Range $41–$42 75% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $41.65
52W Range $41–$42

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

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

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Valuation & Ratios 07–12

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

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

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

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Ex-dateAmountCurrencyYield
Nov 19, 2019$1.62USD—

Institutional owners (13F) 82 filers · $160.4M 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 82
Value held $160.4M
New positions 13
Exited positions 10
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
13 (+8 vs prior Q) 10 (0 vs prior Q) 23 (+8 vs prior Q) 23 (-12 vs prior Q) -501K

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 $54,102,671 1,307,459 33.73% Shares
OSAIC HOLDINGS, INC. $11,495,857 281,971 7.17% Shares
Greater Midwest Financial Group, LLC $9,777,225 236,279 6.10% Shares
Kestra Advisory Services, LLC $8,016,434 196,626 5.00% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7,847,510 189,645 4.89% Shares
CWM, LLC $4,801,592 125,378 2.99% Shares
KFG WEALTH MANAGEMENT, LLC $4,022,500 97,209 2.51% Shares
Foundations Investment Advisors, LLC $3,220,015 78,980 2.01% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,048,089 73,104 1.90% Shares
CENTRAL VALLEY ADVISORS, LLC $2,725,119 65,856 1.70% Shares
Orion Porfolio Solutions, LLC $2,704,070 66,325 1.69% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,681,440 65,770 1.67% Shares
IMG Wealth Management, Inc. $2,653,157 64,117 1.65% Shares
Arete Wealth Advisors, LLC $2,383,006 58,450 1.49% Shares
Berger Financial Group, Inc $2,354,264 57,745 1.47% Shares
Concurrent Investment Advisors, LLC $2,138,759 51,686 1.33% Shares
Triad Wealth Partners, LLC $2,114,435 51,098 1.32% Shares
Cerity Partners LLC $1,914,641 46,962 1.19% Shares
AssuredPartners Investment Advisors, LLC $1,861,721 45,664 1.16% Shares
Allworth Financial LP $1,810,719 44,413 1.13% Shares
LPL Financial LLC $1,679,072 41,184 1.05% Shares
Chicago Partners Investment Group LLC $1,349,793 32,647 0.84% Shares
HighTower Advisors, LLC $1,288,332 31,600 0.80% Shares
FIDUCIARY FINANCIAL GROUP, LLC $1,247,855 30,156 0.78% Shares
Accurate Wealth Management, LLC $1,100,994 26,318 0.69% Shares
TRUIST FINANCIAL CORP $983,005 24,111 0.61% Shares
ENVESTNET ASSET MANAGEMENT INC $938,199 23,012 0.58% Shares
Kellett Wealth Advisors, LLC $922,196 22,286 0.57% Shares
Spire Wealth Management $819,001 20,088 0.51% Shares
SteelPeak Wealth, LLC $793,503 19,176 0.49% Shares
WPWealth LLP $792,324 19,434 0.49% Shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ $690,012 16,675 0.43% Shares
AXXCESS WEALTH MANAGEMENT, LLC $674,038 16,289 0.42% Shares
InvesTrust $672,756 16,258 0.42% Shares
Orion Portfolio Solutions, LLC $602,056 17,955 0.38% Shares
AQR CAPITAL MANAGEMENT LLC $592,592 14,535 0.37% Shares
Strategic Blueprint, LLC $571,954 13,822 0.36% Shares
Encompass More Asset Management $561,692 13,574 0.35% Shares
JPMORGAN CHASE & CO $558,138 13,727 0.35% Shares
Cetera Investment Advisers $534,821 13,118 0.33% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $529,806 12,995 0.33% Shares
Advisory Services Network, LLC $509,625 12,500 0.32% Shares
RETIREMENT GUYS FORMULA LLC $497,926 12,033 0.31% Shares
RAYMOND JAMES FINANCIAL INC $492,013 12,068 0.31% Shares
Steward Partners Investment Advisory, LLC $488,792 11,989 0.30% Shares
Atria Investments, Inc $481,498 11,636 0.30% Shares
Lantz Financial LLC $476,656 11,519 0.30% Shares
Souders Financial Advisors $476,194 11,680 0.30% Shares
Bedel Financial Consulting, Inc. $464,533 11,394 0.29% Shares
RFG Advisory, LLC $434,567 10,659 0.27% Shares

Show all 82 institutional owners →

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