UYG — Propietarios institucionales (13F)

85 declarantes · $38.2M total · A fecha de 30 de junio 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
Cassaday & Co Wealth Management LLC $3 431 443 40 101 8,98% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2 458 939 28 736 6,44% Acciones
TOTH FINANCIAL ADVISORY CORP $2 395 533 27 995 6,27% Acciones
Focus Partners Wealth $2 093 242 24 429 5,48% Acciones
CITADEL ADVISORS LLC $1 540 260 18 000 4,03% Opción de compra
JANE STREET GROUP, LLC $1 514 161 17 695 3,96% Acciones
SYNOVUS FINANCIAL CORP $1 488 750 15 000 3,90% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1 471 804 17 200 3,85% Opción de compra
Pinnacle Financial Partners, Inc. $1 283 550 15 000 3,36% Acciones
Quantinno Capital Management LP $1 086 568 12 698 2,84% Acciones
Integrated Advisors Network LLC $1 000 742 11 695 2,62% Acciones
Waverly Advisors, LLC $877 093 10 250 2,30% Acciones
Chicago Partners Investment Group LLC $874 602 9 489 2,29% Acciones
CIBC Private Wealth Group LLC $708 646 7 140 1,86% Acciones
Capital Investment Counsel, Inc $646 481 7 555 1,69% Acciones
TRUIST FINANCIAL CORP $625 859 7 314 1,64% Acciones
Savant Capital, LLC $613 531 7 689 1,61% Acciones
Summit Financial, LLC $601 713 7 032 1,58% Acciones
CIBC Bancorp USA Inc. $582 366 6 806 1,52% Acciones
BLAIR WILLIAM & CO/IL $523 261 6 115 1,37% Acciones
BANK OF AMERICA CORP /DE/ $498 017 5 820 1,30% Acciones
Creative Planning $478 219 5 589 1,25% Acciones
Coastal Bridge Advisors, LLC $469 266 5 484 1,23% Acciones
INDEPENDENT FINANCIAL GROUP, LLC $463 186 5 413 1,21% Acciones
XTX Topco Ltd $449 243 5 250 1,18% Acciones
DIMENSION CAPITAL MANAGEMENT LLC $427 850 5 000 1,12% Acciones
Cerity Partners LLC $427 850 5 000 1,12% Acciones
WOLVERINE TRADING, LLC $420 210 4 200 1,10% Opción de compra
Bryn Mawr Trust Advisors, LLC $419 077 4 897 1,10% Acciones
Arax Advisory Partners $357 854 4 182 0,94% Acciones
ENVESTNET ASSET MANAGEMENT INC $352 291 4 117 0,92% Acciones
KENNEDY INVESTMENT GROUP, INC. $350 837 4 100 0,92% Acciones
Texas Capital Bank Wealth Management Services Inc $327 648 3 829 0,86% Acciones
Wealthspire Advisors, LLC $325 272 3 801 0,85% Acciones
Summit Trail Advisors, LLC $309 828 3 621 0,81% Acciones
BANK OF MONTREAL /CAN/ $306 255 3 579 0,80% Acciones
Lido Advisors, LLC $302 404 3 534 0,79% Acciones
LAZARI CAPITAL MANAGEMENT, INC. $300 351 3 510 0,79% Acciones
MERCER GLOBAL ADVISORS INC /ADV $279 095 3 262 0,73% Acciones
LOWERY THOMAS, LLC $277 413 3 242 0,73% Acciones
HighTower Advisors, LLC $262 050 3 062 0,69% Acciones
Private Advisor Group, LLC $256 710 3 000 0,67% Acciones
Glenmede Investment Management, LP $244 452 2 463 0,64% Acciones
Kestra Advisory Services, LLC $234 081 2 736 0,61% Acciones
Sanctuary Advisors, LLC $224 788 2 627 0,59% Acciones
LPL Financial LLC $224 232 2 620 0,59% Acciones
GOLDMAN SACHS GROUP INC $217 177 2 538 0,57% Acciones
DIVERSIFY WEALTH MANAGEMENT, LLC $211 943 2 215 0,55% Acciones
Diversify Advisory Services, LLC $211 943 2 215 0,55% Acciones
United Advisor Group, LLC $211 369 2 470 0,55% Acciones
GREAT VALLEY ADVISOR GROUP, INC. $211 000 2 465 0,55% Acciones
GLENMEDE TRUST CO NA $210 758 2 463 0,55% Acciones
Sollinda Capital Management LLC $209 989 2 454 0,55% Acciones
B. Riley Wealth Advisors, Inc. $202 345 2 357 0,53% Acciones
Parisi Gray Wealth Management $201 584 2 356 0,53% Acciones
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $190 736 2 229 0,50% Acciones
HARBOR INVESTMENT ADVISORY, LLC $179 697 2 100 0,47% Acciones
PNC Financial Services Group, Inc. $128 355 1 500 0,34% Acciones
EP Wealth Advisors, LLC $115 434 1 349 0,30% Acciones
CWM, LLC $111 185 1 515 0,29% Acciones
Strategic Investment Solutions, Inc. /IL $102 684 1 200 0,27% Acciones
Ameritas Advisory Services, LLC $102 684 1 200 0,27% Acciones
NewEdge Advisors, LLC $96 921 1 133 0,25% Acciones
Farther Finance Advisors, LLC $64 178 750 0,17% Acciones
Spire Wealth Management $54 303 635 0,14% Acciones
Main Street Group, LTD $51 342 600 0,13% Acciones
MCF Advisors LLC $48 433 566 0,13% Acciones
Steward Partners Investment Advisory, LLC $42 785 500 0,11% Acciones
Hartford Financial Management Inc. $35 940 420 0,09% Acciones
Plante Moran Financial Advisors, LLC $31 832 372 0,08% Acciones
Steigerwald, Gordon & Koch Inc. $25 671 300 0,07% Acciones
US BANCORP \DE\ $25 671 300 0,07% Acciones
Geneos Wealth Management Inc. $19 607 229 0,05% Acciones
VIMA LLC $19 339 226 0,05% Acciones
JPMORGAN CHASE & CO $18 546 216 0,05% Acciones
Colonial Trust Advisors $12 836 150 0,03% Acciones
VALLEY NATIONAL ADVISERS INC $10 269 120 0,03% Acciones
Ashton Thomas Private Wealth, LLC $6 418 75 0,02% Acciones
ASSETMARK, INC $3 936 46 0,01% Acciones
Phillip James Consulting Co. $3 252 38 0,01% Acciones
ROANOKE ASSET MANAGEMENT CORP/ NY $1 198 13 440 0,00% Acciones
WELLS FARGO & COMPANY/MN $191 2 0,00% Acciones
MORGAN STANLEY $127 1 0,00% Acciones
Russell Investments Group, Ltd. $86 1 0,00% Acciones
HAZLETT, BURT & WATSON, INC. $6 67 0,00% Acciones