UYG — संस्थागत मालिक (13F)

85 फाइलर्स · $38.2M कुल · तिथि अनुसार 30 जून 2026

संस्थान जो अपनी तिमाही SEC फॉर्म 13F में इस स्टॉक को होल्ड करने की रिपोर्ट करते हैं। केवल लॉन्ग पोजीशन; एक ही फाइलर अलग-अलग ऑप्शन लेग्स के लिए दो बार दिखाई दे सकता है। बड़े ऑफसेटिंग पुट/कॉल लेग्स आमतौर पर मार्केट-मेकिंग या हेज्ड इन्वेंट्री को दर्शाते हैं, न कि दिशात्मक विश्वास को।

संस्था मूल्य शेयर % ट्रैक किए गए 13F का प्रकार
Cassaday & Co Wealth Management LLC $3431443 40101 8.98% शेयर
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2458939 28736 6.44% शेयर
TOTH FINANCIAL ADVISORY CORP $2395533 27995 6.27% शेयर
Focus Partners Wealth $2093242 24429 5.48% शेयर
CITADEL ADVISORS LLC $1540260 18000 4.03% कॉल ऑप्शन
JANE STREET GROUP, LLC $1514161 17695 3.96% शेयर
SYNOVUS FINANCIAL CORP $1488750 15000 3.90% शेयर
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1471804 17200 3.85% कॉल ऑप्शन
Pinnacle Financial Partners, Inc. $1283550 15000 3.36% शेयर
Quantinno Capital Management LP $1086568 12698 2.84% शेयर
Integrated Advisors Network LLC $1000742 11695 2.62% शेयर
Waverly Advisors, LLC $877093 10250 2.30% शेयर
Chicago Partners Investment Group LLC $874602 9489 2.29% शेयर
CIBC Private Wealth Group LLC $708646 7140 1.86% शेयर
Capital Investment Counsel, Inc $646481 7555 1.69% शेयर
TRUIST FINANCIAL CORP $625859 7314 1.64% शेयर
Savant Capital, LLC $613531 7689 1.61% शेयर
Summit Financial, LLC $601713 7032 1.58% शेयर
CIBC Bancorp USA Inc. $582366 6806 1.52% शेयर
BLAIR WILLIAM & CO/IL $523261 6115 1.37% शेयर
BANK OF AMERICA CORP /DE/ $498017 5820 1.30% शेयर
Creative Planning $478219 5589 1.25% शेयर
Coastal Bridge Advisors, LLC $469266 5484 1.23% शेयर
INDEPENDENT FINANCIAL GROUP, LLC $463186 5413 1.21% शेयर
XTX Topco Ltd $449243 5250 1.18% शेयर
DIMENSION CAPITAL MANAGEMENT LLC $427850 5000 1.12% शेयर
Cerity Partners LLC $427850 5000 1.12% शेयर
WOLVERINE TRADING, LLC $420210 4200 1.10% कॉल ऑप्शन
Bryn Mawr Trust Advisors, LLC $419077 4897 1.10% शेयर
Arax Advisory Partners $357854 4182 0.94% शेयर
ENVESTNET ASSET MANAGEMENT INC $352291 4117 0.92% शेयर
KENNEDY INVESTMENT GROUP, INC. $350837 4100 0.92% शेयर
Texas Capital Bank Wealth Management Services Inc $327648 3829 0.86% शेयर
Wealthspire Advisors, LLC $325272 3801 0.85% शेयर
Summit Trail Advisors, LLC $309828 3621 0.81% शेयर
BANK OF MONTREAL /CAN/ $306255 3579 0.80% शेयर
Lido Advisors, LLC $302404 3534 0.79% शेयर
LAZARI CAPITAL MANAGEMENT, INC. $300351 3510 0.79% शेयर
MERCER GLOBAL ADVISORS INC /ADV $279095 3262 0.73% शेयर
LOWERY THOMAS, LLC $277413 3242 0.73% शेयर
HighTower Advisors, LLC $262050 3062 0.69% शेयर
Private Advisor Group, LLC $256710 3000 0.67% शेयर
Glenmede Investment Management, LP $244452 2463 0.64% शेयर
Kestra Advisory Services, LLC $234081 2736 0.61% शेयर
Sanctuary Advisors, LLC $224788 2627 0.59% शेयर
LPL Financial LLC $224232 2620 0.59% शेयर
GOLDMAN SACHS GROUP INC $217177 2538 0.57% शेयर
DIVERSIFY WEALTH MANAGEMENT, LLC $211943 2215 0.55% शेयर
Diversify Advisory Services, LLC $211943 2215 0.55% शेयर
United Advisor Group, LLC $211369 2470 0.55% शेयर
GREAT VALLEY ADVISOR GROUP, INC. $211000 2465 0.55% शेयर
GLENMEDE TRUST CO NA $210758 2463 0.55% शेयर
Sollinda Capital Management LLC $209989 2454 0.55% शेयर
B. Riley Wealth Advisors, Inc. $202345 2357 0.53% शेयर
Parisi Gray Wealth Management $201584 2356 0.53% शेयर
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $190736 2229 0.50% शेयर
HARBOR INVESTMENT ADVISORY, LLC $179697 2100 0.47% शेयर
PNC Financial Services Group, Inc. $128355 1500 0.34% शेयर
EP Wealth Advisors, LLC $115434 1349 0.30% शेयर
CWM, LLC $111185 1515 0.29% शेयर
Strategic Investment Solutions, Inc. /IL $102684 1200 0.27% शेयर
Ameritas Advisory Services, LLC $102684 1200 0.27% शेयर
NewEdge Advisors, LLC $96921 1133 0.25% शेयर
Farther Finance Advisors, LLC $64178 750 0.17% शेयर
Spire Wealth Management $54303 635 0.14% शेयर
Main Street Group, LTD $51342 600 0.13% शेयर
MCF Advisors LLC $48433 566 0.13% शेयर
Steward Partners Investment Advisory, LLC $42785 500 0.11% शेयर
Hartford Financial Management Inc. $35940 420 0.09% शेयर
Plante Moran Financial Advisors, LLC $31832 372 0.08% शेयर
Steigerwald, Gordon & Koch Inc. $25671 300 0.07% शेयर
US BANCORP \DE\ $25671 300 0.07% शेयर
Geneos Wealth Management Inc. $19607 229 0.05% शेयर
VIMA LLC $19339 226 0.05% शेयर
JPMORGAN CHASE & CO $18546 216 0.05% शेयर
Colonial Trust Advisors $12836 150 0.03% शेयर
VALLEY NATIONAL ADVISERS INC $10269 120 0.03% शेयर
Ashton Thomas Private Wealth, LLC $6418 75 0.02% शेयर
ASSETMARK, INC $3936 46 0.01% शेयर
Phillip James Consulting Co. $3252 38 0.01% शेयर
ROANOKE ASSET MANAGEMENT CORP/ NY $1198 13440 0.00% शेयर
WELLS FARGO & COMPANY/MN $191 2 0.00% शेयर
MORGAN STANLEY $127 1 0.00% शेयर
Russell Investments Group, Ltd. $86 1 0.00% शेयर
HAZLETT, BURT & WATSON, INC. $6 67 0.00% शेयर