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