UMAY — 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 |
|---|---|---|---|---|
| Brookstone Capital Management | $52,175,645 | 1,345,767 | 39.30% | Shares |
| Talon Private Wealth, LLC | $28,091,526 | 739,204 | 21.16% | Shares |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6,955,994 | 179,416 | 5.24% | Shares |
| Cerity Partners LLC | $3,178,825 | 83,648 | 2.39% | Shares |
| Concurrent Investment Advisors, LLC | $2,529,867 | 65,253 | 1.91% | Shares |
| CENTRAL VALLEY ADVISORS, LLC | $2,524,908 | 65,125 | 1.90% | Shares |
| OSAIC HOLDINGS, INC. | $2,512,189 | 66,110 | 1.89% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $2,396,583 | 63,064 | 1.81% | Shares |
| Kestra Advisory Services, LLC | $2,197,983 | 57,838 | 1.66% | Shares |
| Spire Wealth Management | $2,191,138 | 57,662 | 1.65% | Shares |
| Cetera Investment Advisers | $2,137,422 | 56,244 | 1.61% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $2,067,180 | 54,396 | 1.56% | Shares |
| Castle Rock Wealth Management, LLC | $1,844,201 | 47,094 | 1.39% | Shares |
| KFG WEALTH MANAGEMENT, LLC | $1,415,841 | 36,519 | 1.07% | Shares |
| O'Connor Financial Group LLC | $1,296,824 | 33,449 | 0.98% | Shares |
| Lantz Financial LLC | $1,153,956 | 29,764 | 0.87% | Shares |
| MML INVESTORS SERVICES, LLC | $1,055,859 | 27,784 | 0.80% | Shares |
| OLD MISSION CAPITAL LLC | $920,798 | 24,230 | 0.69% | Shares |
| Foundations Investment Advisors, LLC | $900,771 | 23,703 | 0.68% | Shares |
| TRUIST FINANCIAL CORP | $879,452 | 23,142 | 0.66% | Shares |
| SteelPeak Wealth, LLC | $792,967 | 20,453 | 0.60% | Shares |
| IMG Wealth Management, Inc. | $733,767 | 18,926 | 0.55% | Shares |
| Trek Financial, LLC | $729,760 | 19,203 | 0.55% | Shares |
| LPL Financial LLC | $723,680 | 19,043 | 0.55% | Shares |
| RAYMOND JAMES FINANCIAL INC | $717,599 | 18,883 | 0.54% | Shares |
| MONEY CONCEPTS CAPITAL CORP | $693,734 | 18,255 | 0.52% | Shares |
| CITADEL ADVISORS LLC | $642,203 | 16,899 | 0.48% | Shares |
| Arkadios Wealth Advisors | $606,366 | 15,956 | 0.46% | Shares |
| Merit Financial Group, LLC | $595,498 | 15,670 | 0.45% | Shares |
| Atria Investments, Inc | $592,215 | 15,275 | 0.45% | Shares |
| Allworth Financial LP | $583,793 | 15,362 | 0.44% | Shares |
| MILESTONE ASSET MANAGEMENT, LLC | $519,986 | 13,412 | 0.39% | Shares |
| Advisory Services Network, LLC | $498,021 | 13,105 | 0.38% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $455,891 | 11,669 | 0.34% | Shares |
| WEALTH ALLIANCE, LLC | $426,387 | 11,220 | 0.32% | Shares |
| MORGAN STANLEY | $363,113 | 9,555 | 0.27% | Shares |
| Virtue Capital Management, LLC | $349,660 | 9,201 | 0.26% | Shares |
| Steward Partners Investment Advisory, LLC | $349,394 | 9,194 | 0.26% | Shares |
| AE Wealth Management LLC | $341,110 | 8,976 | 0.26% | Shares |
| Beacon Pointe Advisors, LLC | $294,633 | 7,753 | 0.22% | Shares |
| Strategic Blueprint, LLC | $284,845 | 7,347 | 0.21% | Shares |
| Allegiance Financial Group Advisory Services LLC | $279,508 | 7,355 | 0.21% | Shares |
| WealthShield Partners, LLC | $259,974 | 6,841 | 0.20% | Shares |
| Sequoia Financial Advisors, LLC | $248,064 | 6,528 | 0.19% | Shares |
| ROYAL BANK OF CANADA | $219,000 | 5,767 | 0.16% | Shares |
| Bedel Financial Consulting, Inc. | $217,450 | 5,722 | 0.16% | Shares |
| Triad Wealth Partners, LLC | $214,205 | 5,525 | 0.16% | Shares |
| Chris Bulman Inc | $211,879 | 5,465 | 0.16% | Shares |
| KINGSWOOD WEALTH ADVISORS, LLC | $207,614 | 5,355 | 0.16% | Shares |
| Foundry Financial Group, Inc. | $204,263 | 5,375 | 0.15% | Shares |
| FOUNDERS FINANCIAL SECURITIES LLC | $202,515 | 5,329 | 0.15% | Shares |
| Savvy Advisors, Inc. | $201,869 | 5,312 | 0.15% | Shares |
| TOUNJIAN ADVISORY PARTNERS, LLC | $165,500 | 4,355 | 0.12% | Shares |
| Capital Investment Advisory Services, LLC | $121,570 | 3,199 | 0.09% | Shares |
| EVOLUTION WEALTH MANAGEMENT INC. | $87,938 | 2,314 | 0.07% | Shares |
| Continuum Advisory, LLC | $61,830 | 1,627 | 0.05% | Shares |
| Noble Wealth Management PBC | $27,139 | 700 | 0.02% | Shares |
| CoreCap Advisors, LLC | $23,921 | 617 | 0.02% | Shares |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $20,027 | 527 | 0.02% | Shares |
| Archer Investment Corp | $17,747 | 467 | 0.01% | Shares |
| Financial Network Wealth Advisors LLC | $17,557 | 462 | 0.01% | Shares |
| CWM, LLC | $11,045 | 300 | 0.01% | Shares |
| Larson Financial Group LLC | $7,068 | 186 | 0.01% | Shares |
| Keating Financial Advisory Services, Inc. | $2,356 | 62 | 0.00% | Shares |
| Wood Tarver Financial Group, LLC | $1,246 | 32,789 | 0.00% | Shares |