ULST — Propietarios institucionales (13F)

120 declarantes · $459.7M total · A fecha de 30 de septiembre de 2026

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Institución Valor Acciones % de 13F rastreadas Tipo
CWM, LLC $159 970 526 3 949 890 34,80% Acciones
LPL Financial LLC $55 976 621 1 384 703 12,18% Acciones
MORGAN STANLEY $31 015 167 767 227 6,75% Acciones
BIP Wealth, LLC $26 886 737 665 102 5,85% Acciones
Avestar Capital, LLC $25 415 993 628 720 5,53% Acciones
PTM WEALTH MANAGEMENT, LLC $20 796 004 515 263 4,52% Acciones
AQR CAPITAL MANAGEMENT LLC $14 469 453 357 933 3,15% Acciones
RAYMOND JAMES FINANCIAL INC $11 038 965 273 073 2,40% Acciones
BANK OF AMERICA CORP /DE/ $11 013 984 272 455 2,40% Acciones
Stablepoint Partners, LLC $8 927 440 220 840 1,94% Acciones
ORBA Wealth Advisors, L.L.C. $6 388 629 158 037 1,39% Acciones
Norris Financial Group, LLC $4 976 844 123 113 1,08% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4 825 460 119 635 1,05% Acciones
David Kennon Inc $4 289 387 106 107 0,93% Acciones
Kraft, Davis & Associates, LLC $4 228 387 104 871 0,92% Acciones
WT Wealth Management $3 206 975 79 331 0,70% Acciones
UBS Group AG $2 989 954 73 963 0,65% Acciones
VERUS CAPITAL PARTNERS, LLC $2 924 014 72 332 0,64% Acciones
BridgePort Financial Solutions, LLC $2 782 416 68 829 0,61% Acciones
ROYAL BANK OF CANADA $2 399 000 59 350 0,52% Acciones
Focus Partners Wealth $2 287 890 56 596 0,50% Acciones
Cannon Wealth Management Services, LLC $2 171 186 53 709 0,47% Acciones
Elmwood Wealth Management, Inc. $2 015 147 49 849 0,44% Acciones
OSAIC HOLDINGS, INC. $1 960 749 48 492 0,43% Acciones
Barnes Wealth Management Group, Inc $1 927 747 47 687 0,42% Acciones
Global View Capital Management LLC $1 856 761 45 931 0,40% Acciones
MML INVESTORS SERVICES, LLC $1 686 532 41 720 0,37% Acciones
CITADEL ADVISORS LLC $1 623 711 40 166 0,35% Acciones
Equitable Holdings, Inc. $1 550 881 38 364 0,34% Acciones
Congress Wealth Management LLC / DE / $1 429 753 35 163 0,31% Acciones
Sanctuary Advisors, LLC $1 351 004 33 420 0,29% Acciones
CGN Advisors LLC $1 316 332 32 562 0,29% Acciones
Authentikos Wealth Advisory, LLC $1 237 086 30 602 0,27% Acciones
Fiduciary Trust Co $1 165 857 28 840 0,25% Acciones
ENVESTNET ASSET MANAGEMENT INC $1 143 847 28 296 0,25% Acciones
Ameliora Wealth Management Ltd. $1 122 481 27 767 0,24% Acciones
Stratos Wealth Partners, LTD. $1 078 140 26 670 0,23% Acciones
Coppell Advisory Solutions LLC $1 003 886 49 579 0,22% Acciones
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $998 498 24 700 0,22% Acciones
Valmark Advisers, Inc. $954 839 23 620 0,21% Acciones
GOLDMAN SACHS GROUP INC $895 575 22 154 0,19% Acciones
Steward Partners Investment Advisory, LLC $876 616 21 685 0,19% Acciones
Crews Bank & Trust $859 031 21 250 0,19% Acciones
NAPLES GLOBAL ADVISORS, LLC $842 862 20 850 0,18% Acciones
Wealthcare Advisory Partners LLC $817 822 20 231 0,18% Acciones
Savant Capital, LLC $811 820 20 063 0,18% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $810 077 20 039 0,18% Acciones
SALEM INVESTMENT COUNSELORS INC $743 659 18 396 0,16% Acciones
KINGSWOOD WEALTH ADVISORS, LLC $708 383 17 523 0,15% Acciones
Fifth Third Securities, Inc. $681 080 16 848 0,15% Acciones
McAdam, LLC $640 831 15 852 0,14% Acciones
Perennial Investment Advisors, LLC $616 436 15 250 0,13% Acciones
TKG Advisors, LLC $572 477 14 161 0,12% Acciones
Orion Portfolio Solutions, LLC $564 872 13 896 0,12% Acciones
Western Wealth Management, LLC $537 734 13 302 0,12% Acciones
CAPTRUST FINANCIAL ADVISORS $518 974 12 838 0,11% Acciones
Golden State Wealth Management, LLC $510 527 12 629 0,11% Acciones
G&S Capital LLC $500 008 12 300 0,11% Acciones
STIFEL FINANCIAL CORP $486 112 12 025 0,11% Acciones
Penobscot Investment Management Company, Inc. $472 973 11 700 0,10% Acciones
HARBOUR INVESTMENTS, INC. $466 631 11 543 0,10% Acciones
OPPENHEIMER & CO INC $458 824 11 350 0,10% Acciones
Prestige Wealth Management Group LLC $453 576 11 220 0,10% Acciones
Gladstone Institutional Advisory LLC $427 414 10 573 0,09% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $414 440 10 252 0,09% Acciones
Trilogy Capital Inc. $409 315 10 125 0,09% Acciones
JANE STREET GROUP, LLC $406 110 10 046 0,09% Acciones
CATALYST PRIVATE WEALTH, LLC $404 250 10 000 0,09% Acciones
NewEdge Advisors, LLC $399 053 9 871 0,09% Acciones
FIFTH THIRD BANCORP $393 901 9 744 0,09% Acciones
Destination Wealth Management $392 365 9 706 0,09% Acciones
RICHARDSON FINANCIAL SERVICES INC. $388 970 9 622 0,08% Acciones
COMERICA BANK $384 675 9 497 0,08% Acciones
CAPSTONE WEALTH MANAGEMENT GROUP, LLC $375 696 9 294 0,08% Acciones
Vise Technologies, Inc. $368 393 9 113 0,08% Acciones
ZEGA Investments, LLC $324 896 8 037 0,07% Acciones
Cetera Investment Advisers $298 435 7 382 0,06% Acciones
TWO SIGMA SECURITIES, LLC $291 505 7 211 0,06% Acciones
PNC Financial Services Group, Inc. $291 172 7 203 0,06% Acciones
Wisconsin Wealth Advisors, LLC $290 904 7 196 0,06% Acciones
Advisor Resource Council $279 932 6 942 0,06% Acciones
January Capital Advisors LLC $273 032 6 754 0,06% Acciones
Bouchey Financial Group, Ltd. $270 444 6 690 0,06% Acciones
Winch Advisory Services, LLC $242 893 6 008 0,05% Acciones
Worth Asset Management, LLC $239 761 5 931 0,05% Acciones
OakTrust Wealth Advisors, LLC $234 733 5 807 0,05% Acciones
AMERIPRISE FINANCIAL INC $230 786 5 709 0,05% Acciones
Cape Investment Advisory, Inc. $229 512 5 677 0,05% Acciones
Modern Wealth Management, LLC $220 518 5 455 0,05% Acciones
Tower Research Capital LLC (TRC) $220 033 5 443 0,05% Acciones
Merit Financial Group, LLC $210 346 5 203 0,05% Acciones
United Advisor Group, LLC $208 793 5 165 0,05% Acciones
LANE BROTHERS & CO INC $203 095 5 024 0,04% Acciones
Bank of New York Mellon Corp $202 312 5 005 0,04% Acciones
ANGELES WEALTH MANAGEMENT, LLC $202 125 5 000 0,04% Acciones
PRIVATE TRUST CO NA $144 924 3 585 0,03% Acciones
Ameritas Advisory Services, LLC $87 924 2 175 0,02% Acciones
Glen Eagle Advisors, LLC $76 854 1 901 0,02% Acciones
Tidemark, LLC $64 680 1 600 0,01% Acciones
Qube Research & Technologies Ltd $52 957 1 310 0,01% Acciones
JPMORGAN CHASE & CO $52 916 1 309 0,01% Acciones
Aptus Capital Advisors, LLC $52 674 1 303 0,01% Acciones
Continuum Advisory, LLC $45 276 1 120 0,01% Acciones
ROTHSCHILD INVESTMENT LLC $40 506 1 002 0,01% Acciones
Synergy Investment Management, LLC $31 168 771 0,01% Acciones
Blue Trust, Inc. $26 484 655 0,01% Acciones
Collier Financial $21 435 530 0,00% Acciones
ASSETMARK, INC $15 725 389 0,00% Acciones
AE Wealth Management LLC $7 681 190 0,00% Acciones
MCGUIRE CAPITAL ADVISORS INC $7 357 182 0,00% Acciones
TD Capital Management LLC $5 093 126 0,00% Acciones
REDMONT WEALTH ADVISORS LLC $2 754 68 0,00% Acciones
Thrivent Financial for Lutherans $1 837 45 432 0,00% Acciones
TD Waterhouse Canada Inc. $1 531 38 0,00% Acciones
Wealth Enhancement Trust Services, Inc. $526 13 0,00% Acciones
FLOW TRADERS U.S. LLC $369 9 130 0,00% Acciones
CENTAURUS FINANCIAL, INC. $362 8 955 0,00% Acciones
HUNTINGTON NATIONAL BANK $81 2 0,00% Acciones
CX Institutional $40 985 0,00% Acciones
WELLS FARGO & COMPANY/MN $15 0 0,00% Acciones