UYG — 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 |
|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | $3,431,443 | 40,101 | 8.98% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2,458,939 | 28,736 | 6.44% | Shares |
| TOTH FINANCIAL ADVISORY CORP | $2,395,533 | 27,995 | 6.27% | Shares |
| Focus Partners Wealth | $2,093,242 | 24,429 | 5.48% | Shares |
| CITADEL ADVISORS LLC | $1,540,260 | 18,000 | 4.03% | Call option |
| JANE STREET GROUP, LLC | $1,514,161 | 17,695 | 3.96% | Shares |
| SYNOVUS FINANCIAL CORP | $1,488,750 | 15,000 | 3.90% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,471,804 | 17,200 | 3.85% | Call option |
| Pinnacle Financial Partners, Inc. | $1,283,550 | 15,000 | 3.36% | Shares |
| Quantinno Capital Management LP | $1,086,568 | 12,698 | 2.84% | Shares |
| Integrated Advisors Network LLC | $1,000,742 | 11,695 | 2.62% | Shares |
| Waverly Advisors, LLC | $877,093 | 10,250 | 2.30% | Shares |
| Chicago Partners Investment Group LLC | $874,602 | 9,489 | 2.29% | Shares |
| CIBC Private Wealth Group LLC | $708,646 | 7,140 | 1.86% | Shares |
| Capital Investment Counsel, Inc | $646,481 | 7,555 | 1.69% | Shares |
| TRUIST FINANCIAL CORP | $625,859 | 7,314 | 1.64% | Shares |
| Savant Capital, LLC | $613,531 | 7,689 | 1.61% | Shares |
| Summit Financial, LLC | $601,713 | 7,032 | 1.58% | Shares |
| CIBC Bancorp USA Inc. | $582,366 | 6,806 | 1.52% | Shares |
| BLAIR WILLIAM & CO/IL | $523,261 | 6,115 | 1.37% | Shares |
| BANK OF AMERICA CORP /DE/ | $498,017 | 5,820 | 1.30% | Shares |
| Creative Planning | $478,219 | 5,589 | 1.25% | Shares |
| Coastal Bridge Advisors, LLC | $469,266 | 5,484 | 1.23% | Shares |
| INDEPENDENT FINANCIAL GROUP, LLC | $463,186 | 5,413 | 1.21% | Shares |
| XTX Topco Ltd | $449,243 | 5,250 | 1.18% | Shares |
| DIMENSION CAPITAL MANAGEMENT LLC | $427,850 | 5,000 | 1.12% | Shares |
| Cerity Partners LLC | $427,850 | 5,000 | 1.12% | Shares |
| WOLVERINE TRADING, LLC | $420,210 | 4,200 | 1.10% | Call option |
| Bryn Mawr Trust Advisors, LLC | $419,077 | 4,897 | 1.10% | Shares |
| Arax Advisory Partners | $357,854 | 4,182 | 0.94% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $352,291 | 4,117 | 0.92% | Shares |
| KENNEDY INVESTMENT GROUP, INC. | $350,837 | 4,100 | 0.92% | Shares |
| Texas Capital Bank Wealth Management Services Inc | $327,648 | 3,829 | 0.86% | Shares |
| Wealthspire Advisors, LLC | $325,272 | 3,801 | 0.85% | Shares |
| Summit Trail Advisors, LLC | $309,828 | 3,621 | 0.81% | Shares |
| BANK OF MONTREAL /CAN/ | $306,255 | 3,579 | 0.80% | Shares |
| Lido Advisors, LLC | $302,404 | 3,534 | 0.79% | Shares |
| LAZARI CAPITAL MANAGEMENT, INC. | $300,351 | 3,510 | 0.79% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $279,095 | 3,262 | 0.73% | Shares |
| LOWERY THOMAS, LLC | $277,413 | 3,242 | 0.73% | Shares |
| HighTower Advisors, LLC | $262,050 | 3,062 | 0.69% | Shares |
| Private Advisor Group, LLC | $256,710 | 3,000 | 0.67% | Shares |
| Glenmede Investment Management, LP | $244,452 | 2,463 | 0.64% | Shares |
| Kestra Advisory Services, LLC | $234,081 | 2,736 | 0.61% | Shares |
| Sanctuary Advisors, LLC | $224,788 | 2,627 | 0.59% | Shares |
| LPL Financial LLC | $224,232 | 2,620 | 0.59% | Shares |
| GOLDMAN SACHS GROUP INC | $217,177 | 2,538 | 0.57% | Shares |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $211,943 | 2,215 | 0.55% | Shares |
| Diversify Advisory Services, LLC | $211,943 | 2,215 | 0.55% | Shares |
| United Advisor Group, LLC | $211,369 | 2,470 | 0.55% | Shares |
| GREAT VALLEY ADVISOR GROUP, INC. | $211,000 | 2,465 | 0.55% | Shares |
| GLENMEDE TRUST CO NA | $210,758 | 2,463 | 0.55% | Shares |
| Sollinda Capital Management LLC | $209,989 | 2,454 | 0.55% | Shares |
| B. Riley Wealth Advisors, Inc. | $202,345 | 2,357 | 0.53% | Shares |
| Parisi Gray Wealth Management | $201,584 | 2,356 | 0.53% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $190,736 | 2,229 | 0.50% | Shares |
| HARBOR INVESTMENT ADVISORY, LLC | $179,697 | 2,100 | 0.47% | Shares |
| PNC Financial Services Group, Inc. | $128,355 | 1,500 | 0.34% | Shares |
| EP Wealth Advisors, LLC | $115,434 | 1,349 | 0.30% | Shares |
| CWM, LLC | $111,185 | 1,515 | 0.29% | Shares |
| Strategic Investment Solutions, Inc. /IL | $102,684 | 1,200 | 0.27% | Shares |
| Ameritas Advisory Services, LLC | $102,684 | 1,200 | 0.27% | Shares |
| NewEdge Advisors, LLC | $96,921 | 1,133 | 0.25% | Shares |
| Farther Finance Advisors, LLC | $64,178 | 750 | 0.17% | Shares |
| Spire Wealth Management | $54,303 | 635 | 0.14% | Shares |
| Main Street Group, LTD | $51,342 | 600 | 0.13% | Shares |
| MCF Advisors LLC | $48,433 | 566 | 0.13% | Shares |
| Steward Partners Investment Advisory, LLC | $42,785 | 500 | 0.11% | Shares |
| Hartford Financial Management Inc. | $35,940 | 420 | 0.09% | Shares |
| Plante Moran Financial Advisors, LLC | $31,832 | 372 | 0.08% | Shares |
| Steigerwald, Gordon & Koch Inc. | $25,671 | 300 | 0.07% | Shares |
| US BANCORP \DE\ | $25,671 | 300 | 0.07% | Shares |
| Geneos Wealth Management Inc. | $19,607 | 229 | 0.05% | Shares |
| VIMA LLC | $19,339 | 226 | 0.05% | Shares |
| JPMORGAN CHASE & CO | $18,546 | 216 | 0.05% | Shares |
| Colonial Trust Advisors | $12,836 | 150 | 0.03% | Shares |
| VALLEY NATIONAL ADVISERS INC | $10,269 | 120 | 0.03% | Shares |
| Ashton Thomas Private Wealth, LLC | $6,418 | 75 | 0.02% | Shares |
| ASSETMARK, INC | $3,936 | 46 | 0.01% | Shares |
| Phillip James Consulting Co. | $3,252 | 38 | 0.01% | Shares |
| ROANOKE ASSET MANAGEMENT CORP/ NY | $1,198 | 13,440 | 0.00% | Shares |
| WELLS FARGO & COMPANY/MN | $191 | 2 | 0.00% | Shares |
| MORGAN STANLEY | $127 | 1 | 0.00% | Shares |
| Russell Investments Group, Ltd. | $86 | 1 | 0.00% | Shares |
| HAZLETT, BURT & WATSON, INC. | $6 | 67 | 0.00% | Shares |