your badges 52W Range $42–$43 80% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

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

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Price $42.38
52W Range $42–$43

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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$0.16USD—

Institutional owners (13F) 88 filers · $170.9M 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 88
Value held $170.9M
New positions 7
Exited positions 8
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
7 (-1 vs prior Q) 8 (+2 vs prior Q) 11 (+3 vs prior Q) 30 (-5 vs prior Q) -103K

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 $53,127,115 1,264,028 31.10% Shares
Sovran Advisors, LLC $23,245,528 559,190 13.61% Shares
Kellett Wealth Advisors, LLC $13,548,477 322,353 7.93% Shares
SIGNATUREFD, LLC $7,198,604 171,273 4.21% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7,038,470 167,463 4.12% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,800,100 91,945 2.22% Shares
OSAIC HOLDINGS, INC. $3,687,227 89,215 2.16% Shares
CENTRAL VALLEY ADVISORS, LLC $3,371,521 80,217 1.97% Shares
KFG WEALTH MANAGEMENT, LLC $3,318,664 78,959 1.94% Shares
Concurrent Investment Advisors, LLC $3,103,591 73,842 1.82% Shares
Kestra Advisory Services, LLC $3,059,371 74,023 1.79% Shares
Cetera Investment Advisers $2,745,345 66,425 1.61% Shares
Berkshire Money Management, Inc. $2,595,353 61,750 1.52% Shares
Spire Wealth Management $2,573,726 62,273 1.51% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,471,989 59,811 1.45% Shares
ENVESTNET ASSET MANAGEMENT INC $2,172,263 52,559 1.27% Shares
TRUIST FINANCIAL CORP $1,807,636 43,737 1.06% Shares
OLD MISSION CAPITAL LLC $1,602,157 38,765 0.94% Shares
MML INVESTORS SERVICES, LLC $1,559,310 37,728 0.91% Shares
Advisory Services Network, LLC $1,472,340 35,624 0.86% Shares
Berger Financial Group, Inc $1,258,458 30,449 0.74% Shares
Strategic Blueprint, LLC $1,236,859 29,428 0.72% Shares
LPL Financial LLC $1,179,352 28,535 0.69% Shares
Arete Wealth Advisors, LLC $1,107,354 26,793 0.65% Shares
HighTower Advisors, LLC $1,074,539 25,999 0.63% Shares
Accurate Wealth Management, LLC $1,050,901 24,746 0.62% Shares
FIDUCIARY FINANCIAL GROUP, LLC $1,019,522 24,257 0.60% Shares
Prairie Wealth Advisors, Inc. $888,227 0 0.52% Shares
Foundations Investment Advisors, LLC $810,936 19,621 0.47% Shares
First Commonwealth Financial Corp /PA/ $798,785 19,327 0.47% Shares
Madrona Financial Services, LLC $794,157 18,895 0.46% Shares
Legacy Advisors, LLC $790,879 18,817 0.46% Shares
SteelPeak Wealth, LLC $789,492 18,784 0.46% Shares
Sageworth Trust Co $777,707 18,817 0.46% Shares
RAYMOND JAMES FINANCIAL INC $711,000 17,203 0.42% Shares
CITADEL ADVISORS LLC $697,774 16,883 0.41% Shares
Lantz Financial LLC $654,281 15,567 0.38% Shares
Bedel Financial Consulting, Inc. $603,129 14,593 0.35% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $530,801 12,843 0.31% Shares
IMG Wealth Management, Inc. $521,252 12,402 0.31% Shares
JPMORGAN CHASE & CO $520,193 12,603 0.30% Shares
Trek Financial, LLC $502,945 12,169 0.29% Shares
ATX Financial Planning, LLC $494,876 11,774 0.29% Shares
First Heartland Consultants, Inc. $423,578 10,078 0.25% Shares
H D Vest Advisory Services $423,428 11,489 0.25% Shares
ATTICUS WEALTH MANAGEMENT, LLC $418,199 9,950 0.24% Shares
Cornerstone Wealth Group, LLC $389,163 9,416 0.23% Shares
Allworth Financial LP $378,418 9,156 0.22% Shares
Chris Bulman Inc $361,920 8,611 0.21% Shares
Outlook Wealth Advisors, LLC $353,786 8,560 0.21% Shares

Show all 88 institutional owners →

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