UTES — Propietarios institucionales (13F)

190 declarantes · $718.3M 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
LPL Financial LLC $98 002 021 1 198 948 13,64% Acciones
BANK OF AMERICA CORP /DE/ $71 061 753 869 363 9,89% Acciones
OSAIC HOLDINGS, INC. $45 273 487 553 864 6,30% Acciones
UBS Group AG $27 503 058 336 470 3,83% Acciones
STIFEL FINANCIAL CORP $26 403 753 323 008 3,68% Acciones
ROYAL BANK OF CANADA $25 440 000 311 230 3,54% Acciones
ENVESTNET ASSET MANAGEMENT INC $23 203 849 283 874 3,23% Acciones
RAYMOND JAMES FINANCIAL INC $22 869 961 279 789 3,18% Acciones
Aprio Wealth Management, LLC $18 308 342 223 983 2,55% Acciones
Itau Unibanco Holding S.A. $16 569 761 202 713 2,31% Acciones
Cetera Investment Advisers $15 540 711 190 124 2,16% Acciones
COMMONWEALTH EQUITY SERVICES, LLC $15 136 063 185 173 2,11% Acciones
ADAMSBROWN WEALTH CONSULTANTS LLC $13 555 861 165 841 1,89% Acciones
WELLS FARGO & COMPANY/MN $13 434 887 164 361 1,87% Acciones
ELEVATION POINT WEALTH PARTNERS, LLC $12 325 344 150 787 1,72% Acciones
Vestmark Advisory Solutions, Inc. $12 212 952 149 412 1,70% Acciones
Ted Buchan & Co $11 052 264 135 212 1,54% Acciones
MML INVESTORS SERVICES, LLC $10 917 678 133 566 1,52% Acciones
Kraft, Davis & Associates, LLC $10 913 714 135 728 1,52% Acciones
Quadcap Wealth Management, LLC $10 007 510 122 431 1,39% Acciones
Riggs Asset Managment Co. Inc. $9 365 933 114 582 1,30% Acciones
Modern Wealth Management, LLC $9 081 324 111 100 1,26% Acciones
BTG Pactual Asset Management US LLC $8 227 856 103 391 1,15% Acciones
Members Advisory Group LLC $7 150 408 87 475 1,00% Acciones
Fifth Third Securities, Inc. $6 955 943 85 098 0,97% Acciones
Macro Advisors, Inc. $6 743 713 82 502 0,94% Acciones
Blue Water Asset Management $6 404 917 78 357 0,89% Acciones
GREAT VALLEY ADVISOR GROUP, INC. $5 732 451 70 131 0,80% Acciones
JPMORGAN CHASE & CO $5 356 198 64 153 0,75% Acciones
Atria Wealth Solutions, Inc. $4 752 070 63 030 0,66% Acciones
BostonPremier Wealth LLC $4 665 407 57 076 0,65% Acciones
MONECO ADVISORS, LLC $4 513 242 55 215 0,63% Acciones
H D Vest Advisory Services $3 978 265 52 623 0,55% Acciones
Royal Harbor Partners, LLC $3 809 411 46 604 0,53% Acciones
WNY Asset Management, LLC $3 701 306 45 281 0,52% Acciones
STEEL GROVE CAPITAL ADVISORS, LLC $3 669 742 44 895 0,51% Acciones
Steward Partners Investment Advisory, LLC $3 487 162 42 662 0,49% Acciones
Equitable Holdings, Inc. $3 387 744 41 445 0,47% Acciones
Gladstone Institutional Advisory LLC $3 206 953 39 234 0,45% Acciones
J.W. COLE ADVISORS, INC. $3 182 157 38 930 0,44% Acciones
Family Legacy, Inc. $3 179 849 38 902 0,44% Acciones
NewEdge Advisors, LLC $3 036 989 37 154 0,42% Acciones
PFG Investments, LLC $2 957 529 36 182 0,41% Acciones
Private Advisor Group, LLC $2 882 336 35 262 0,40% Acciones
Signal Advisors Wealth, LLC $2 786 074 34 085 0,39% Acciones
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $2 759 651 33 761 0,38% Acciones
Coastal Bridge Advisors, LLC $2 686 525 32 867 0,37% Acciones
GOLDMAN SACHS GROUP INC $2 590 341 31 690 0,36% Acciones
Clear Creek Financial Management, LLC $2 561 650 31 339 0,36% Acciones
CITADEL ADVISORS LLC $2 558 462 31 300 0,36% Opción de compra
Astoria Portfolio Advisors LLC. $2 494 147 30 513 0,35% Acciones
D. E. Shaw & Co., Inc. $2 487 021 30 426 0,35% Acciones
JANE STREET GROUP, LLC $2 435 852 29 800 0,34% Opción de compra
KINGSWOOD WEALTH ADVISORS, LLC $2 221 039 27 172 0,31% Acciones
Comprehensive Wealth Management, LLC $2 207 552 27 007 0,31% Acciones
PRINCIPAL SECURITIES, INC. $2 203 302 26 955 0,31% Acciones
Advisory Resource Group $2 152 459 26 333 0,30% Acciones
&PARTNERS $2 016 321 24 667 0,28% Acciones
Financial Freedom, LLC $1 931 805 23 634 0,27% Acciones
Prospera Financial Services Inc $1 869 680 22 875 0,26% Acciones
BENJAMIN EDWARDS INC $1 817 079 22 230 0,25% Acciones
Sunbeam Capital Management, LLC $1 791 041 21 911 0,25% Acciones
Kestra Advisory Services, LLC $1 689 340 20 667 0,24% Acciones
Vermillion & White Wealth Management Group, LLC $1 581 097 19 242 0,22% Acciones
HEFFERNAN ADVISORY, INC $1 564 994 19 146 0,22% Acciones
Acorn Wealth Advisors, LLC $1 476 341 18 061 0,21% Acciones
Hilltop Holdings Inc. $1 458 323 17 841 0,20% Acciones
Hobbs Group Advisors, LLC $1 381 327 16 899 0,19% Acciones
Belpointe Asset Management LLC $1 352 520 16 546 0,19% Acciones
HighTower Advisors, LLC $1 341 800 16 415 0,19% Acciones
Sigma Planning Corp $1 188 245 14 537 0,17% Acciones
Transamerica Financial Advisors, LLC $1 186 947 14 521 0,17% Acciones
Aspire Capital Advisors LLC $1 148 692 14 053 0,16% Acciones
Main Street Financial Solutions, LLC $1 145 397 14 013 0,16% Acciones
Farther Finance Advisors, LLC $1 098 749 13 442 0,15% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 092 619 13 367 0,15% Acciones
Sanctuary Advisors, LLC $1 063 666 13 013 0,15% Acciones
Atlas Wealth Partners, LLC $1 042 348 12 752 0,15% Acciones
Elm3 Financial Group, LLC $1 003 470 12 276 0,14% Acciones
StoneX Group Inc. $961 099 11 758 0,13% Acciones
Arkadios Wealth Advisors $954 488 11 677 0,13% Acciones
Old Port Advisors $888 961 10 875 0,12% Acciones
Flaharty Asset Management, LLC $884 835 10 904 0,12% Acciones
Resurgent Financial Advisors LLC $875 190 10 707 0,12% Acciones
Summit Financial, LLC $869 395 10 636 0,12% Acciones
Ausdal Financial Partners, Inc. $862 768 10 555 0,12% Acciones
JANE STREET GROUP, LLC $861 049 10 534 0,12% Acciones
Fiduciary Alliance LLC $859 087 10 510 0,12% Acciones
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $845 752 10 347 0,12% Acciones
Nova Wealth Management, Inc. $792 805 9 699 0,11% Acciones
BARNES PETTEY FINANCIAL ADVISORS, LLC $790 998 9 677 0,11% Acciones
Stratos Wealth Partners, LTD. $767 713 9 392 0,11% Acciones
Kingsview Wealth Management, LLC $764 759 9 356 0,11% Acciones
Chicago Partners Investment Group LLC $729 475 8 825 0,10% Acciones
Spire Wealth Management $700 305 8 567 0,10% Acciones
LANARK FINANCIAL, INC. $698 550 8 546 0,10% Acciones
BLUEDOOR PRIVATE WEALTH, LLC $692 256 8 469 0,10% Acciones
Berger Financial Group, Inc $659 414 8 067 0,09% Acciones
MAI Capital Management $656 310 8 029 0,09% Acciones
TrueWealth Advisors, LLC $652 265 7 980 0,09% Acciones
Collaborative Fund Advisors, LLC $639 370 7 822 0,09% Acciones
First Heartland Consultants, Inc. $630 796 7 717 0,09% Acciones
Wealthcare Advisory Partners LLC $628 662 7 691 0,09% Acciones
Larry Mathis Financial Planning, LLC $626 047 7 659 0,09% Acciones
Csenge Advisory Group $585 840 7 167 0,08% Acciones
Phoenix Wealth Advisors $584 768 7 154 0,08% Acciones
Red Mountain Financial, LLC $578 513 7 077 0,08% Acciones
Mutual Advisors, LLC $556 055 6 803 0,08% Acciones
Oregon Pacific Wealth Management, LLC $541 527 6 625 0,08% Acciones
Redwood Financial Network Corp $505 135 6 180 0,07% Acciones
Dynamic Advisor Solutions LLC $496 162 6 070 0,07% Acciones
Concurrent Investment Advisors, LLC $492 298 6 023 0,07% Acciones
WBI INVESTMENTS, LLC $489 860 5 993 0,07% Acciones
Beacon Pointe Advisors, LLC $483 571 5 916 0,07% Acciones
MORGAN STANLEY $478 706 5 856 0,07% Acciones
RHODES INVESTMENT ADVISORS INC /ADV $456 109 5 580 0,06% Acciones
Focus Financial Network, Inc. $455 247 5 569 0,06% Acciones
Weil Company, Inc. $433 222 5 300 0,06% Acciones
TRUIST FINANCIAL CORP $410 403 5 021 0,06% Acciones
Corient Private Wealth LP $403 697 4 939 0,06% Acciones
Opal Wealth Advisors, LLC $403 147 4 932 0,06% Acciones
Ameritas Advisory Services, LLC $383 361 4 690 0,05% Acciones
Glassman Wealth Services $380 254 4 652 0,05% Acciones
Jaffetilchin Investment Partners, LLC $365 060 4 569 0,05% Acciones
PUFF WEALTH MANAGEMENT, LLC $323 684 3 960 0,05% Acciones
HIGHLINE WEALTH PARTNERS LLC $315 353 3 858 0,04% Acciones
Prime Capital Investment Advisors, LLC $313 718 3 838 0,04% Acciones
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. $298 106 3 647 0,04% Acciones
Western Wealth Management, LLC $291 021 3 560 0,04% Acciones
Belvedere Trading LLC $286 090 3 500 0,04% Opción de compra
CARY STREET PARTNERS FINANCIAL LLC $284 455 3 480 0,04% Acciones
Secure Asset Management, LLC $283 172 3 464 0,04% Acciones
SIMPLEX TRADING, LLC $276 117 3 378 0,04% Acciones
Sequoia Financial Advisors, LLC $271 191 3 318 0,04% Acciones
Kovack Advisors, Inc. $267 521 3 342 0,04% Acciones
PRIVATE TRUST CO NA $261 241 3 196 0,04% Acciones
MERCER GLOBAL ADVISORS INC /ADV $248 797 3 044 0,03% Acciones
OneDigital Investment Advisors LLC $235 574 2 882 0,03% Acciones
B. Riley Wealth Advisors, Inc. $232 714 2 787 0,03% Acciones
Simplicity Wealth,LLC $229 469 2 807 0,03% Acciones
STEPHENS INC /AR/ $217 644 2 663 0,03% Acciones
KESTRA PRIVATE WEALTH SERVICES, LLC $213 860 2 616 0,03% Acciones
MAINSTAY CAPITAL MANAGEMENT LLC /ADV $213 179 2 608 0,03% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $202 715 2 487 0,03% Acciones
JONES FINANCIAL COMPANIES LLLP $193 783 2 299 0,03% Acciones
MPWM ADVISORY SOLUTIONS, LLC $160 181 1 960 0,02% Acciones
FIFTH THIRD BANCORP $153 344 1 876 0,02% Acciones
Belvedere Trading LLC $147 132 1 800 0,02% Opción de venta
Blue Trust, Inc. $141 328 1 729 0,02% Acciones
JFS WEALTH ADVISORS, LLC $139 426 1 745 0,02% Acciones
BARTLETT & CO. WEALTH MANAGEMENT LLC $131 148 1 604 0,02% Acciones
Roxbury Financial LLC $120 317 1 714 0,02% Acciones
COMERICA BANK $79 029 1 001 0,01% Acciones
Principia Wealth Advisory, LLC $66 291 811 0,01% Acciones
IFP Advisors, Inc $51 414 629 0,01% Acciones
Treasurer of the State of North Carolina $50 995 623 863 0,01% Acciones
MCF Advisors LLC $46 158 565 0,01% Acciones
PNC Financial Services Group, Inc. $41 687 510 0,01% Acciones
Founders Financial Alliance, LLC $30 653 375 0,00% Acciones
Hilton Head Capital Partners, LLC $27 955 342 0,00% Acciones
HARBOUR INVESTMENTS, INC. $25 764 315 0,00% Acciones
CREATIVE FINANCIAL DESIGNS INC /ADV $18 709 229 0,00% Acciones
Aptus Capital Advisors, LLC $18 392 225 0,00% Acciones
Cambridge Investment Research Advisors, Inc. $13 366 163 519 0,00% Acciones
Global Trust Asset Management, LLC $12 261 150 0,00% Acciones
Cherry Tree Wealth Management, LLC $10 627 130 0,00% Acciones
CWM, LLC $9 109 114 0,00% Acciones
Triumph Capital Management $8 174 100 0,00% Acciones
ST GERMAIN D J CO INC $8 174 100 0,00% Acciones
Vestcor Inc $7 455 91 200 0,00% Acciones
Copia Wealth Management $5 640 69 0,00% Acciones
Janney Montgomery Scott LLC $5 174 63 301 0,00% Acciones
SHP Wealth Management $4 952 61 0,00% Acciones
Cornerstone Planning Group LLC $4 594 56 0,00% Acciones
Ameritas Investment Partners, Inc. $3 759 46 0,00% Acciones
VALICENTI ADVISORY SERVICES INC $3 384 41 395 0,00% Acciones
ASSETMARK, INC $2 943 36 0,00% Acciones
Horizon Investments, LLC $2 125 26 0,00% Acciones
New Millennium Group LLC $2 053 26 0,00% Acciones
DAGCO, INC. $2 007 25 0,00% Acciones
FLAGSHIP WEALTH ADVISORS, LLC $1 226 15 0,00% Acciones
Trust Co $1 050 13 0,00% Acciones
PARK AVENUE SECURITIES LLC $973 11 907 0,00% Acciones
DHJJ Financial Advisors, Ltd. $818 10 0,00% Acciones
Thrivent Financial for Lutherans $655 8 019 0,00% Acciones
Lindbrook Capital, LLC $646 10 0,00% Acciones
THOROUGHBRED FINANCIAL SERVICES, LLC $382 4 673 0,00% Acciones
INGALLS & SNYDER LLC $361 4 421 0,00% Acciones
FMR LLC $327 4 0,00% Acciones
Capital Analysts, LLC $109 1 336 0,00% Acciones