UMAY — Propietarios institucionales (13F)

65 declarantes · $132.8M 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
Brookstone Capital Management $52 175 645 1 345 767 39,30% Acciones
Talon Private Wealth, LLC $28 091 526 739 204 21,16% Acciones
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6 955 994 179 416 5,24% Acciones
Cerity Partners LLC $3 178 825 83 648 2,39% Acciones
Concurrent Investment Advisors, LLC $2 529 867 65 253 1,91% Acciones
CENTRAL VALLEY ADVISORS, LLC $2 524 908 65 125 1,90% Acciones
OSAIC HOLDINGS, INC. $2 512 189 66 110 1,89% Acciones
ENVESTNET ASSET MANAGEMENT INC $2 396 583 63 064 1,81% Acciones
Kestra Advisory Services, LLC $2 197 983 57 838 1,66% Acciones
Spire Wealth Management $2 191 138 57 662 1,65% Acciones
Cetera Investment Advisers $2 137 422 56 244 1,61% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $2 067 180 54 396 1,56% Acciones
Castle Rock Wealth Management, LLC $1 844 201 47 094 1,39% Acciones
KFG WEALTH MANAGEMENT, LLC $1 415 841 36 519 1,07% Acciones
O'Connor Financial Group LLC $1 296 824 33 449 0,98% Acciones
Lantz Financial LLC $1 153 956 29 764 0,87% Acciones
MML INVESTORS SERVICES, LLC $1 055 859 27 784 0,80% Acciones
OLD MISSION CAPITAL LLC $920 798 24 230 0,69% Acciones
Foundations Investment Advisors, LLC $900 771 23 703 0,68% Acciones
TRUIST FINANCIAL CORP $879 452 23 142 0,66% Acciones
SteelPeak Wealth, LLC $792 967 20 453 0,60% Acciones
IMG Wealth Management, Inc. $733 767 18 926 0,55% Acciones
Trek Financial, LLC $729 760 19 203 0,55% Acciones
LPL Financial LLC $723 680 19 043 0,55% Acciones
RAYMOND JAMES FINANCIAL INC $717 599 18 883 0,54% Acciones
MONEY CONCEPTS CAPITAL CORP $693 734 18 255 0,52% Acciones
CITADEL ADVISORS LLC $642 203 16 899 0,48% Acciones
Arkadios Wealth Advisors $606 366 15 956 0,46% Acciones
Merit Financial Group, LLC $595 498 15 670 0,45% Acciones
Atria Investments, Inc $592 215 15 275 0,45% Acciones
Allworth Financial LP $583 793 15 362 0,44% Acciones
MILESTONE ASSET MANAGEMENT, LLC $519 986 13 412 0,39% Acciones
Advisory Services Network, LLC $498 021 13 105 0,38% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $455 891 11 669 0,34% Acciones
WEALTH ALLIANCE, LLC $426 387 11 220 0,32% Acciones
MORGAN STANLEY $363 113 9 555 0,27% Acciones
Virtue Capital Management, LLC $349 660 9 201 0,26% Acciones
Steward Partners Investment Advisory, LLC $349 394 9 194 0,26% Acciones
AE Wealth Management LLC $341 110 8 976 0,26% Acciones
Beacon Pointe Advisors, LLC $294 633 7 753 0,22% Acciones
Strategic Blueprint, LLC $284 845 7 347 0,21% Acciones
Allegiance Financial Group Advisory Services LLC $279 508 7 355 0,21% Acciones
WealthShield Partners, LLC $259 974 6 841 0,20% Acciones
Sequoia Financial Advisors, LLC $248 064 6 528 0,19% Acciones
ROYAL BANK OF CANADA $219 000 5 767 0,16% Acciones
Bedel Financial Consulting, Inc. $217 450 5 722 0,16% Acciones
Triad Wealth Partners, LLC $214 205 5 525 0,16% Acciones
Chris Bulman Inc $211 879 5 465 0,16% Acciones
KINGSWOOD WEALTH ADVISORS, LLC $207 614 5 355 0,16% Acciones
Foundry Financial Group, Inc. $204 263 5 375 0,15% Acciones
FOUNDERS FINANCIAL SECURITIES LLC $202 515 5 329 0,15% Acciones
Savvy Advisors, Inc. $201 869 5 312 0,15% Acciones
TOUNJIAN ADVISORY PARTNERS, LLC $165 500 4 355 0,12% Acciones
Capital Investment Advisory Services, LLC $121 570 3 199 0,09% Acciones
EVOLUTION WEALTH MANAGEMENT INC. $87 938 2 314 0,07% Acciones
Continuum Advisory, LLC $61 830 1 627 0,05% Acciones
Noble Wealth Management PBC $27 139 700 0,02% Acciones
CoreCap Advisors, LLC $23 921 617 0,02% Acciones
CREATIVE FINANCIAL DESIGNS INC /ADV $20 027 527 0,02% Acciones
Archer Investment Corp $17 747 467 0,01% Acciones
Financial Network Wealth Advisors LLC $17 557 462 0,01% Acciones
CWM, LLC $11 045 300 0,01% Acciones
Larson Financial Group LLC $7 068 186 0,01% Acciones
Keating Financial Advisory Services, Inc. $2 356 62 0,00% Acciones
Wood Tarver Financial Group, LLC $1 246 32 789 0,00% Acciones