UMI — Institutional owners (13F)

53 filers · $397.4M total · As of June 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
HighTower Advisors, LLC $351,034,403 5,965,914 88.34% Shares
H D Vest Advisory Services $6,111,331 119,783 1.54% Shares
FISCHER INVESTMENT STRATEGIES, LLC $5,427,535 92,242 1.37% Shares
Brookwood Investment Group LLC $4,797,472 81,534 1.21% Shares
ENVESTNET ASSET MANAGEMENT INC $3,466,401 58,912 0.87% Shares
Insight Wealth Partners, LLC $3,382,811 57,492 0.85% Shares
LPL Financial LLC $3,195,837 54,314 0.80% Shares
MML INVESTORS SERVICES, LLC $2,939,040 49,950 0.74% Shares
WHITTIER TRUST CO $2,436,662 41,631 0.61% Shares
Savoie Capital LLC $1,727,027 33,850 0.43% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,119,330 19,023 0.28% Shares
Coppell Advisory Solutions LLC $1,075,371 334 0.27% Shares
GTS SECURITIES LLC $1,048,176 17,814 0.26% Shares
MOSAIC FAMILY WEALTH PARTNERS, LLC $1,042,468 17,717 0.26% Shares
Dynamic Advisor Solutions LLC $982,035 16,690 0.25% Shares
MORGAN STANLEY $913,844 15,531 0.23% Shares
FineMark National Bank & Trust $869,550 17,717 0.22% Shares
OSAIC HOLDINGS, INC. $779,221 13,242 0.20% Shares
Spinnaker Investment Group, LLC $493,504 8,423 0.12% Shares
Creative Planning $365,403 6,210 0.09% Shares
SageView Advisory Group, LLC $364,808 6,200 0.09% Shares
ROYAL BANK OF CANADA $351,000 5,967 0.09% Shares
Cascade Financial Partners, LLC $350,510 5,957 0.09% Shares
Annex Advisory Services, LLC $348,714 5,952 0.09% Shares
MERCER GLOBAL ADVISORS INC /ADV $344,541 5,856 0.09% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $271,211 4,508 0.07% Shares
Diversify Advisory Services, LLC $271,211 4,508 0.07% Shares
Focus Partners Wealth $264,584 4,497 0.07% Shares
Private Advisor Group, LLC $261,250 4,440 0.07% Shares
Gladstone Institutional Advisory LLC $257,366 4,374 0.06% Shares
WFA Asset Management Corp $245,032 5,462 0.06% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $213,385 3,642 0.05% Shares
HARBOUR INVESTMENTS, INC. $209,412 3,559 0.05% Shares
Atlantic Union Bankshares Corp $65,067 1,106 0.02% Shares
Sandy Spring Bank $54,823 1,054 0.01% Shares
SALEM INVESTMENT COUNSELORS INC $51,191 870 0.01% Shares
Ameritas Advisory Services, LLC $49,014 833 0.01% Shares
Steward Partners Investment Advisory, LLC $29,420 500 0.01% Shares
PNC Financial Services Group, Inc. $29,420 500 0.01% Shares
IFG Advisory, LLC $26,243 446 0.01% Shares
BLUELINE ADVISORS LLC $23,948 407 0.01% Shares
Institute for Wealth Management, LLC. $21,006 357 0.01% Shares
Arax Advisory Partners $17,652 300 0.00% Shares
Larson Financial Group LLC $13,298 226 0.00% Shares
Blue Trust, Inc. $11,768 200 0.00% Shares
Costello Asset Management, INC $7,943 135 0.00% Shares
Rockefeller Capital Management L.P. $5,884 100 0.00% Shares
AMERIFLEX GROUP, INC. $5,884 100 0.00% Shares
Strategic Wealth Partners, Ltd. $5,707 97 0.00% Shares
Signature Equity Partners, LLC $4,447 76 0.00% Shares
Farther Finance Advisors, LLC $1,942 33 0.00% Shares
FLOW TRADERS U.S. LLC $381 6,472 0.00% Shares
HANTZ FINANCIAL SERVICES, INC. $16 278 0.00% Shares