UAUG — Détenteurs institutionnels (13F)

93 déclarants · $173.9M total · Au 30 septembre 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Institution Valeur Actions % de 13F suivies Type
Brookstone Capital Management $55 495 771 1 291 566 31,91% Actions
Broussard Financial Group LLC $16 878 869 392 826 9,70% Actions
RAYMOND JAMES FINANCIAL INC $10 514 466 249 840 6,05% Actions
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7 121 655 165 744 4,09% Actions
COMMONWEALTH EQUITY SERVICES, LLC $6 276 820 149 147 3,61% Actions
OSAIC HOLDINGS, INC. $5 960 630 141 651 3,43% Actions
KFG WEALTH MANAGEMENT, LLC $5 954 316 138 576 3,42% Actions
MBL Wealth, LLC $5 664 918 131 841 3,26% Actions
IFP Advisors, Inc $3 964 639 92 270 2,28% Actions
ENVESTNET ASSET MANAGEMENT INC $3 083 511 73 269 1,77% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3 003 214 71 361 1,73% Actions
Archer Investment Corp $2 773 723 65 908 1,59% Actions
FIDUCIARY FINANCIAL GROUP, LLC $2 517 011 58 579 1,45% Actions
CENTRAL VALLEY ADVISORS, LLC $2 516 497 58 567 1,45% Actions
Kestra Advisory Services, LLC $2 210 883 52 534 1,27% Actions
Concurrent Investment Advisors, LLC $2 060 586 47 957 1,18% Actions
OLD MISSION CAPITAL LLC $1 932 407 45 917 1,11% Actions
Berger Financial Group, Inc $1 844 956 43 839 1,06% Actions
LPL Financial LLC $1 501 249 35 672 0,86% Actions
Clearstead Advisors, LLC $1 488 371 35 366 0,86% Actions
Spire Wealth Management $1 475 262 35 059 0,85% Actions
Cetera Investment Advisers $1 389 640 33 020 0,80% Actions
MML INVESTORS SERVICES, LLC $1 193 862 28 368 0,69% Actions
Foundations Investment Advisors, LLC $1 051 994 24 997 0,60% Actions
Strategic Blueprint, LLC $1 047 243 24 373 0,60% Actions
MILESTONE ASSET MANAGEMENT, LLC $948 987 22 086 0,55% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $913 857 21 110 0,53% Actions
Retirement Planning Group, LLC $884 320 20 581 0,51% Actions
Impact Partnership Wealth, LLC $821 622 19 523 0,47% Actions
SteelPeak Wealth, LLC $796 237 18 531 0,46% Actions
TRUIST FINANCIAL CORP $773 477 18 379 0,44% Actions
CRA Financial Services, LLC $753 011 17 525 0,43% Actions
Grantvest Financial Group LLC $735 930 17 127 0,42% Actions
Heritage Wealth Partners, LLC $705 382 20 375 0,41% Actions
Prime Capital Investment Advisors, LLC $685 208 15 947 0,39% Actions
WPWealth LLP $679 670 16 150 0,39% Actions
Steward Partners Investment Advisory, LLC $642 130 15 258 0,37% Actions
JANE STREET GROUP, LLC $629 883 14 967 0,36% Actions
Keystone Wealth Services, LLC $609 472 14 482 0,35% Actions
Lantz Financial LLC $591 022 13 755 0,34% Actions
IMG Wealth Management, Inc. $576 485 13 417 0,33% Actions
Onyx Bridge Wealth Group LLC $559 054 13 011 0,32% Actions
Vantage Point Financial LLC $501 272 11 911 0,29% Actions
Chicago Partners Investment Group LLC $484 297 11 272 0,28% Actions
CITADEL ADVISORS LLC $472 949 11 238 0,27% Actions
Farther Finance Advisors, LLC $466 845 10 865 0,27% Actions
Lakeridge Wealth Management LLC $451 402 10 726 0,26% Actions
WealthShield Partners, LLC $449 550 10 682 0,26% Actions
Cornerstone Wealth Group, LLC $424 804 10 094 0,24% Actions
Accurate Wealth Management, LLC $421 469 9 705 0,24% Actions
Integrity Advisory Solutions, LLC $418 254 9 938 0,24% Actions
Cresset Asset Management, LLC $390 799 9 286 0,22% Actions
Advance Capital Management, Inc. $386 507 9 184 0,22% Actions
Creative Planning $385 202 9 153 0,22% Actions
SageView Advisory Group, LLC $382 046 9 078 0,22% Actions
O'Connor Financial Group LLC $374 808 8 723 0,22% Actions
First Commonwealth Financial Corp /PA/ $367 232 8 726 0,21% Actions
Diligent Investors, LLC $365 226 8 500 0,21% Actions
Advisory Services Network, LLC $358 563 8 520 0,21% Actions
Trek Financial, LLC $338 530 8 044 0,19% Actions
Sterling Financial Planning, Inc. $328 640 7 809 0,19% Actions
Bluesphere Advisors LLC $305 415 7 108 0,18% Actions
EVOLUTION WEALTH MANAGEMENT INC. $302 674 7 192 0,17% Actions
Simplicity Wealth,LLC $296 950 6 911 0,17% Actions
4J Wealth Management LLC $288 281 6 850 0,17% Actions
TOUNJIAN ADVISORY PARTNERS, LLC $280 790 6 672 0,16% Actions
H D Vest Advisory Services $279 778 7 476 0,16% Actions
Kingsview Wealth Management, LLC $269 301 6 399 0,15% Actions
AXXCESS WEALTH MANAGEMENT, LLC $253 037 5 889 0,15% Actions
Beacon Pointe Advisors, LLC $252 972 6 011 0,15% Actions
Gallagher Fiduciary Advisors, LLC $252 888 6 009 0,15% Actions
Octavia Wealth Advisors, LLC $230 330 5 473 0,13% Actions
WEALTH ALLIANCE, LLC $217 073 5 158 0,12% Actions
Chris Bulman Inc $211 187 4 915 0,12% Actions
Interchange Capital Partners, LLC $210 424 5 000 0,12% Actions
MGO ONE SEVEN LLC $208 109 4 945 0,12% Actions
FOUNDERS FINANCIAL SECURITIES LLC $203 690 4 840 0,12% Actions
RFG Advisory, LLC $203 480 4 835 0,12% Actions
AE Wealth Management LLC $125 582 2 984 0,07% Actions
Grove Bank & Trust $121 427 2 826 0,07% Actions
DHJJ Financial Advisors, Ltd. $85 034 1 979 0,05% Actions
Aptus Capital Advisors, LLC $75 753 1 800 0,04% Actions
UBS Group AG $61 991 1 473 0,04% Actions
Talon Private Wealth, LLC $54 223 1 288 0,03% Actions
ROYAL BANK OF CANADA $42 000 1 000 0,02% Actions
WELLS FARGO & COMPANY/MN $39 644 942 0,02% Actions
Keating Financial Advisory Services, Inc. $31 648 752 0,02% Actions
Orion Capital Management LLC $19 149 455 0,01% Actions
CoreCap Advisors, LLC $10 871 253 0,01% Actions
Cambridge Investment Research Advisors, Inc. $1 386 32 945 0,00% Actions
Triumph Capital Management $1 289 30 0,00% Actions
ASSETMARK, INC $687 16 0,00% Actions
Wood Tarver Financial Group, LLC $235 5 607 0,00% Actions