ULST — 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 |
|---|---|---|---|---|
| CWM, LLC | $159,970,526 | 3,949,890 | 34.80% | Shares |
| LPL Financial LLC | $55,976,621 | 1,384,703 | 12.18% | Shares |
| MORGAN STANLEY | $31,015,167 | 767,227 | 6.75% | Shares |
| BIP Wealth, LLC | $26,886,737 | 665,102 | 5.85% | Shares |
| Avestar Capital, LLC | $25,415,993 | 628,720 | 5.53% | Shares |
| PTM WEALTH MANAGEMENT, LLC | $20,796,004 | 515,263 | 4.52% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $14,469,453 | 357,933 | 3.15% | Shares |
| RAYMOND JAMES FINANCIAL INC | $11,038,965 | 273,073 | 2.40% | Shares |
| BANK OF AMERICA CORP /DE/ | $11,013,984 | 272,455 | 2.40% | Shares |
| Stablepoint Partners, LLC | $8,927,440 | 220,840 | 1.94% | Shares |
| ORBA Wealth Advisors, L.L.C. | $6,388,629 | 158,037 | 1.39% | Shares |
| Norris Financial Group, LLC | $4,976,844 | 123,113 | 1.08% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4,825,460 | 119,635 | 1.05% | Shares |
| David Kennon Inc | $4,289,387 | 106,107 | 0.93% | Shares |
| Kraft, Davis & Associates, LLC | $4,228,387 | 104,871 | 0.92% | Shares |
| WT Wealth Management | $3,206,975 | 79,331 | 0.70% | Shares |
| UBS Group AG | $2,989,954 | 73,963 | 0.65% | Shares |
| VERUS CAPITAL PARTNERS, LLC | $2,924,014 | 72,332 | 0.64% | Shares |
| BridgePort Financial Solutions, LLC | $2,782,416 | 68,829 | 0.61% | Shares |
| ROYAL BANK OF CANADA | $2,399,000 | 59,350 | 0.52% | Shares |
| Focus Partners Wealth | $2,287,890 | 56,596 | 0.50% | Shares |
| Cannon Wealth Management Services, LLC | $2,171,186 | 53,709 | 0.47% | Shares |
| Elmwood Wealth Management, Inc. | $2,015,147 | 49,849 | 0.44% | Shares |
| OSAIC HOLDINGS, INC. | $1,960,749 | 48,492 | 0.43% | Shares |
| Barnes Wealth Management Group, Inc | $1,927,747 | 47,687 | 0.42% | Shares |
| Global View Capital Management LLC | $1,856,761 | 45,931 | 0.40% | Shares |
| MML INVESTORS SERVICES, LLC | $1,686,532 | 41,720 | 0.37% | Shares |
| CITADEL ADVISORS LLC | $1,623,711 | 40,166 | 0.35% | Shares |
| Equitable Holdings, Inc. | $1,550,881 | 38,364 | 0.34% | Shares |
| Congress Wealth Management LLC / DE / | $1,429,753 | 35,163 | 0.31% | Shares |
| Sanctuary Advisors, LLC | $1,351,004 | 33,420 | 0.29% | Shares |
| CGN Advisors LLC | $1,316,332 | 32,562 | 0.29% | Shares |
| Authentikos Wealth Advisory, LLC | $1,237,086 | 30,602 | 0.27% | Shares |
| Fiduciary Trust Co | $1,165,857 | 28,840 | 0.25% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,143,847 | 28,296 | 0.25% | Shares |
| Ameliora Wealth Management Ltd. | $1,122,481 | 27,767 | 0.24% | Shares |
| Stratos Wealth Partners, LTD. | $1,078,140 | 26,670 | 0.23% | Shares |
| Coppell Advisory Solutions LLC | $1,003,886 | 49,579 | 0.22% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $998,498 | 24,700 | 0.22% | Shares |
| Valmark Advisers, Inc. | $954,839 | 23,620 | 0.21% | Shares |
| GOLDMAN SACHS GROUP INC | $895,575 | 22,154 | 0.19% | Shares |
| Steward Partners Investment Advisory, LLC | $876,616 | 21,685 | 0.19% | Shares |
| Crews Bank & Trust | $859,031 | 21,250 | 0.19% | Shares |
| NAPLES GLOBAL ADVISORS, LLC | $842,862 | 20,850 | 0.18% | Shares |
| Wealthcare Advisory Partners LLC | $817,822 | 20,231 | 0.18% | Shares |
| Savant Capital, LLC | $811,820 | 20,063 | 0.18% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $810,077 | 20,039 | 0.18% | Shares |
| SALEM INVESTMENT COUNSELORS INC | $743,659 | 18,396 | 0.16% | Shares |
| KINGSWOOD WEALTH ADVISORS, LLC | $708,383 | 17,523 | 0.15% | Shares |
| Fifth Third Securities, Inc. | $681,080 | 16,848 | 0.15% | Shares |
| McAdam, LLC | $640,831 | 15,852 | 0.14% | Shares |
| Perennial Investment Advisors, LLC | $616,436 | 15,250 | 0.13% | Shares |
| TKG Advisors, LLC | $572,477 | 14,161 | 0.12% | Shares |
| Orion Portfolio Solutions, LLC | $564,872 | 13,896 | 0.12% | Shares |
| Western Wealth Management, LLC | $537,734 | 13,302 | 0.12% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $518,974 | 12,838 | 0.11% | Shares |
| Golden State Wealth Management, LLC | $510,527 | 12,629 | 0.11% | Shares |
| G&S Capital LLC | $500,008 | 12,300 | 0.11% | Shares |
| STIFEL FINANCIAL CORP | $486,112 | 12,025 | 0.11% | Shares |
| Penobscot Investment Management Company, Inc. | $472,973 | 11,700 | 0.10% | Shares |
| HARBOUR INVESTMENTS, INC. | $466,631 | 11,543 | 0.10% | Shares |
| OPPENHEIMER & CO INC | $458,824 | 11,350 | 0.10% | Shares |
| Prestige Wealth Management Group LLC | $453,576 | 11,220 | 0.10% | Shares |
| Gladstone Institutional Advisory LLC | $427,414 | 10,573 | 0.09% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $414,440 | 10,252 | 0.09% | Shares |
| Trilogy Capital Inc. | $409,315 | 10,125 | 0.09% | Shares |
| JANE STREET GROUP, LLC | $406,110 | 10,046 | 0.09% | Shares |
| CATALYST PRIVATE WEALTH, LLC | $404,250 | 10,000 | 0.09% | Shares |
| NewEdge Advisors, LLC | $399,053 | 9,871 | 0.09% | Shares |
| FIFTH THIRD BANCORP | $393,901 | 9,744 | 0.09% | Shares |
| Destination Wealth Management | $392,365 | 9,706 | 0.09% | Shares |
| RICHARDSON FINANCIAL SERVICES INC. | $388,970 | 9,622 | 0.08% | Shares |
| COMERICA BANK | $384,675 | 9,497 | 0.08% | Shares |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | $375,696 | 9,294 | 0.08% | Shares |
| Vise Technologies, Inc. | $368,393 | 9,113 | 0.08% | Shares |
| ZEGA Investments, LLC | $324,896 | 8,037 | 0.07% | Shares |
| Cetera Investment Advisers | $298,435 | 7,382 | 0.06% | Shares |
| TWO SIGMA SECURITIES, LLC | $291,505 | 7,211 | 0.06% | Shares |
| PNC Financial Services Group, Inc. | $291,172 | 7,203 | 0.06% | Shares |
| Wisconsin Wealth Advisors, LLC | $290,904 | 7,196 | 0.06% | Shares |
| Advisor Resource Council | $279,932 | 6,942 | 0.06% | Shares |
| January Capital Advisors LLC | $273,032 | 6,754 | 0.06% | Shares |
| Bouchey Financial Group, Ltd. | $270,444 | 6,690 | 0.06% | Shares |
| Winch Advisory Services, LLC | $242,893 | 6,008 | 0.05% | Shares |
| Worth Asset Management, LLC | $239,761 | 5,931 | 0.05% | Shares |
| OakTrust Wealth Advisors, LLC | $234,733 | 5,807 | 0.05% | Shares |
| AMERIPRISE FINANCIAL INC | $230,786 | 5,709 | 0.05% | Shares |
| Cape Investment Advisory, Inc. | $229,512 | 5,677 | 0.05% | Shares |
| Modern Wealth Management, LLC | $220,518 | 5,455 | 0.05% | Shares |
| Tower Research Capital LLC (TRC) | $220,033 | 5,443 | 0.05% | Shares |
| Merit Financial Group, LLC | $210,346 | 5,203 | 0.05% | Shares |
| United Advisor Group, LLC | $208,793 | 5,165 | 0.05% | Shares |
| LANE BROTHERS & CO INC | $203,095 | 5,024 | 0.04% | Shares |
| Bank of New York Mellon Corp | $202,312 | 5,005 | 0.04% | Shares |
| ANGELES WEALTH MANAGEMENT, LLC | $202,125 | 5,000 | 0.04% | Shares |
| PRIVATE TRUST CO NA | $144,924 | 3,585 | 0.03% | Shares |
| Ameritas Advisory Services, LLC | $87,924 | 2,175 | 0.02% | Shares |
| Glen Eagle Advisors, LLC | $76,854 | 1,901 | 0.02% | Shares |
| Tidemark, LLC | $64,680 | 1,600 | 0.01% | Shares |
| Qube Research & Technologies Ltd | $52,957 | 1,310 | 0.01% | Shares |
| JPMORGAN CHASE & CO | $52,916 | 1,309 | 0.01% | Shares |
| Aptus Capital Advisors, LLC | $52,674 | 1,303 | 0.01% | Shares |
| Continuum Advisory, LLC | $45,276 | 1,120 | 0.01% | Shares |
| ROTHSCHILD INVESTMENT LLC | $40,506 | 1,002 | 0.01% | Shares |
| Synergy Investment Management, LLC | $31,168 | 771 | 0.01% | Shares |
| Blue Trust, Inc. | $26,484 | 655 | 0.01% | Shares |
| Collier Financial | $21,435 | 530 | 0.00% | Shares |
| ASSETMARK, INC | $15,725 | 389 | 0.00% | Shares |
| AE Wealth Management LLC | $7,681 | 190 | 0.00% | Shares |
| MCGUIRE CAPITAL ADVISORS INC | $7,357 | 182 | 0.00% | Shares |
| TD Capital Management LLC | $5,093 | 126 | 0.00% | Shares |
| REDMONT WEALTH ADVISORS LLC | $2,754 | 68 | 0.00% | Shares |
| Thrivent Financial for Lutherans | $1,837 | 45,432 | 0.00% | Shares |
| TD Waterhouse Canada Inc. | $1,531 | 38 | 0.00% | Shares |
| Wealth Enhancement Trust Services, Inc. | $526 | 13 | 0.00% | Shares |
| FLOW TRADERS U.S. LLC | $369 | 9,130 | 0.00% | Shares |
| CENTAURUS FINANCIAL, INC. | $362 | 8,955 | 0.00% | Shares |
| HUNTINGTON NATIONAL BANK | $81 | 2 | 0.00% | Shares |
| CX Institutional | $40 | 985 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $15 | 0 | 0.00% | Shares |