UCON — Pemilik institusional (13F)

286 pengaju · $2.8B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
LPL Financial LLC $340.383.098 13.680.994 12,11% Saham
MORGAN STANLEY $231.772.600 9.315.618 8,25% Saham
WELLS FARGO & COMPANY/MN $178.495.907 7.174.273 6,35% Saham
AMERIPRISE FINANCIAL INC $138.557.967 5.567.401 4,93% Saham
BANK OF AMERICA CORP /DE/ $104.477.546 4.199.258 3,72% Saham
HARBOUR INVESTMENTS, INC. $104.445.001 4.197.950 3,72% Saham
ROYAL BANK OF CANADA $100.109.000 4.023.683 3,56% Saham
RAYMOND JAMES FINANCIAL INC $70.480.530 2.832.819 2,51% Saham
ENVESTNET ASSET MANAGEMENT INC $65.268.105 2.623.316 2,32% Saham
HighTower Advisors, LLC $61.496.163 2.471.711 2,19% Saham
TRUIST FINANCIAL CORP $52.089.192 2.093.617 1,85% Saham
OSAIC HOLDINGS, INC. $50.884.979 2.045.101 1,81% Saham
Cetera Investment Advisers $43.716.531 1.757.095 1,56% Saham
STIFEL FINANCIAL CORP $41.343.650 1.661.708 1,47% Saham
Trilogy Capital Inc. $39.116.222 1.572.195 1,39% Saham
Csenge Advisory Group $38.033.260 1.528.668 1,35% Saham
Aptus Capital Advisors, LLC $34.839.847 1.400.315 1,24% Saham
IFP Advisors, Inc $28.102.930 1.129.539 1,00% Saham
Focus Partners Wealth $24.864.429 999.374 0,88% Saham
Integrated Wealth Concepts LLC $24.449.672 982.703 0,87% Saham
MML INVESTORS SERVICES, LLC $23.211.618 932.943 0,83% Saham
Cyndeo Wealth Partners, LLC $21.716.918 872.866 0,77% Saham
Wagner Wealth Management, LLC $21.377.319 859.217 0,76% Saham
EdgeRock Capital LLC $20.964.515 842.625 0,75% Saham
COMMONWEALTH EQUITY SERVICES, LLC $20.748.387 833.938 0,74% Saham
Dynamic Advisor Solutions LLC $20.311.922 816.396 0,72% Saham
Stratos Wealth Partners, LTD. $20.099.115 807.842 0,72% Saham
Walkner Condon Financial Advisors LLC $20.060.739 806.300 0,71% Saham
KESTRA PRIVATE WEALTH SERVICES, LLC $19.950.849 801.883 0,71% Saham
EARNED WEALTH ADVISORS, LLC $19.705.702 792.030 0,70% Saham
Arch Global Advisors, LLC $19.494.102 783.525 0,69% Saham
Waverly Advisors, LLC $19.478.565 782.901 0,69% Saham
TruWealth Advisors, LLC $19.183.983 774.486 0,68% Saham
Capital Investment Advisory Services, LLC $18.816.608 756.295 0,67% Saham
JPMORGAN CHASE & CO $18.583.052 745.409 0,66% Saham
Private Advisor Group, LLC $16.909.872 679.658 0,60% Saham
&PARTNERS $16.245.210 661.016 0,58% Saham
Geneos Wealth Management Inc. $16.112.994 647.628 0,57% Saham
Spartan Wealth Advisory Services LLC $15.860.147 637.466 0,56% Saham
Navalign, LLC $15.431.268 620.228 0,55% Saham
Collaborative Wealth Managment Inc. $15.041.299 604.554 0,54% Saham
Visionary Wealth Advisors $14.680.252 590.042 0,52% Saham
Smartleaf Asset Management LLC $14.483.317 580.959 0,52% Saham
First Heartland Consultants, Inc. $14.374.071 577.736 0,51% Saham
Equitable Holdings, Inc. $13.541.056 544.255 0,48% Saham
Etesian Wealth Advisors, Inc. $13.345.214 536.383 0,47% Saham
Chicago Partners Investment Group LLC $12.808.825 522.596 0,46% Saham
CWM, LLC $12.334.791 497.973 0,44% Saham
Kestra Advisory Services, LLC $12.128.158 487.466 0,43% Saham
Western Wealth Management, LLC $11.338.418 455.724 0,40% Saham
Rehmann Capital Advisory Group $11.078.247 445.374 0,39% Saham
Focus Financial Network, Inc. $10.843.873 435.847 0,39% Saham
HBW ADVISORY SERVICES LLC $10.749.870 432.069 0,38% Saham
AXXCESS WEALTH MANAGEMENT, LLC $10.657.767 428.367 0,38% Saham
Darwin Wealth Management, LLC $10.657.766 428.366 0,38% Saham
Prasad Wealth Partners, LLC $10.141.877 407.632 0,36% Saham
Mach-1 Financial Group, LLC $10.051.946 404.016 0,36% Saham
US BANCORP \DE\ $9.757.539 392.174 0,35% Saham
CAPTRUST FINANCIAL ADVISORS $9.396.656 377.679 0,33% Saham
Larson Financial Group LLC $9.137.749 367.273 0,33% Saham
Good Life Advisors, LLC $9.076.779 364.676 0,32% Saham
Gateway Wealth Partners, LLC $9.027.003 362.821 0,32% Saham
Appalachian Capital Management Ltd $9.016.407 362.396 0,32% Saham
Boyce & Associates Wealth Consulting, Inc. $8.894.593 357.500 0,32% Saham
Live Oak Investment Partners $8.850.399 355.723 0,31% Saham
XML Financial, LLC $8.818.995 354.461 0,31% Saham
Wealth Advisory Team LLC $8.008.590 321.889 0,28% Saham
MATHER GROUP, LLC. $7.730.748 310.721 0,28% Saham
Certified Advisory Corp $7.543.027 303.176 0,27% Saham
Baird Financial Group, Inc. $7.501.146 301.493 0,27% Saham
Ameritas Advisory Services, LLC $7.398.025 297.348 0,26% Saham
TWIN PEAKS WEALTH ADVISORS, LLC $7.010.185 281.760 0,25% Saham
Legacy Investment Solutions, LLC $6.851.646 275.277 0,24% Saham
CoreCap Advisors, LLC $6.765.693 271.933 0,24% Saham
PFG Advisors $6.763.894 271.861 0,24% Saham
TrueWealth Advisors, LLC $6.560.619 263.690 0,23% Saham
Gaddis Premier Wealth Advisors LLC $6.534.583 262.644 0,23% Saham
Tolleson Wealth Management, Inc. $6.400.703 257.263 0,23% Saham
NewEdge Advisors, LLC $6.285.912 252.649 0,22% Saham
Summit Financial, LLC $6.181.391 248.448 0,22% Saham
GSG Advisors LLC $6.095.868 245.011 0,22% Saham
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC $6.093.535 244.917 0,22% Saham
Triumph Capital Management $6.013.055 241.682 0,21% Saham
H D Vest Advisory Services $5.973.448 239.994 0,21% Saham
Total Clarity Wealth Management, Inc. $5.923.160 238.069 0,21% Saham
My Portfolio Guide, LLC $5.904.051 238.296 0,21% Saham
Keel Point, LLC $5.847.036 235.009 0,21% Saham
Apollon Wealth Management, LLC $5.787.715 232.625 0,21% Saham
OneDigital Investment Advisors LLC $5.664.371 227.668 0,20% Saham
Nova Wealth Management, Inc. $5.433.383 218.384 0,19% Saham
Goldstone Financial Group, LLC $5.365.595 215.659 0,19% Saham
Vise Technologies, Inc. $5.364.884 215.630 0,19% Saham
FOCUSED ALPHA, LLC $5.223.274 209.939 0,19% Saham
Mariner, LLC $5.114.112 205.551 0,18% Saham
D.A. DAVIDSON & CO. $5.089.254 204.552 0,18% Saham
Golden State Wealth Management, LLC $5.079.895 204.175 0,18% Saham
Synergy Investment Management, LLC $5.076.617 204.044 0,18% Saham
OPPENHEIMER & CO INC $4.736.630 190.379 0,17% Saham
Philip James Wealth Mangement, LLC $4.349.072 174.823 0,15% Saham
Ashton Thomas Private Wealth, LLC $4.345.156 174.645 0,15% Saham
DIVERSIFY WEALTH MANAGEMENT, LLC $4.218.428 171.690 0,15% Saham
Diversify Advisory Services, LLC $4.218.428 171.690 0,15% Saham
Holistic Financial Partners $4.193.043 168.531 0,15% Saham
FLAGSHIP HARBOR ADVISORS, LLC $3.925.918 157.794 0,14% Saham
Fairway Financial, LLC $3.810.707 153.163 0,14% Saham
Commonwealth Financial Services, LLC $3.806.640 153.000 0,14% Saham
Midwest Financial Group LLC $3.729.164 149.886 0,13% Saham
Wagner Wealth Management, Corp $3.705.130 148.920 0,13% Saham
RiverTree Advisors, LLC $3.367.451 135.348 0,12% Saham
Bleakley Financial Group, LLC $3.351.101 134.691 0,12% Saham
AssuredPartners Investment Advisors, LLC $3.162.323 127.103 0,11% Saham
Advisory Services Network, LLC $3.141.275 126.257 0,11% Saham
Tactive Advisors, LLC $3.125.292 125.615 0,11% Saham
DEFINED WEALTH MANAGEMENT, LLC $2.948.447 118.507 0,10% Saham
Acorn Wealth Advisors, LLC $2.920.386 117.379 0,10% Saham
Beaumont Financial Advisors, LLC $2.851.929 114.627 0,10% Saham
J.W. COLE ADVISORS, INC. $2.653.668 106.659 0,09% Saham
Stonebridge Financial Planning Group, LLC $2.607.833 104.816 0,09% Saham
Core Wealth Partners LLC $2.596.104 104.345 0,09% Saham
HCR Wealth Advisors $2.483.496 99.819 0,09% Saham
Atria Wealth Solutions, Inc. $2.430.419 97.646 0,09% Saham
Holos Integrated Wealth LLC $2.425.767 97.695 0,09% Saham
Blackhawk Capital Partners, LLC $2.217.131 89.113 0,08% Saham
Pine Valley Investments Ltd Liability Co $2.167.387 87.114 0,08% Saham
TRANSCEND CAPITAL ADVISORS, LLC $2.113.343 84.941 0,08% Saham
Avantax Planning Partners, Inc. $1.920.736 77.200 0,07% Saham
Spectrum Wealth Advisory Group, LLC $1.906.935 76.645 0,07% Saham
Capital CS Group, LLC $1.902.947 76.485 0,07% Saham
Avior Wealth Management, LLC $1.849.514 74.337 0,07% Saham
EWG Elevate Inc. $1.811.297 71.910 0,06% Saham
CITADEL ADVISORS LLC $1.788.972 71.904 0,06% Saham
COMERICA BANK $1.785.106 70.922 0,06% Saham
Kingsview Wealth Management, LLC $1.758.111 70.664 0,06% Saham
COLUMBIA ADVISORY PARTNERS LLC $1.628.719 65.463 0,06% Saham
Rockefeller Capital Management L.P. $1.519.487 61.072 0,05% Saham
FIFTH THIRD BANCORP $1.449.659 58.266 0,05% Saham
Legacy Capital Wealth Partners, LLC $1.357.237 54.551 0,05% Saham
BEACON FINANCIAL GROUP $1.355.316 54.474 0,05% Saham
PUFF WEALTH MANAGEMENT, LLC $1.354.888 54.457 0,05% Saham
PKS Advisory Services, LLC $1.292.082 51.934 0,05% Saham
Pinnacle Financial Partners, Inc. $1.247.311 50.133 0,04% Saham
Prospera Financial Services Inc $1.211.042 48.673 0,04% Saham
Legacy Wealth Managment, LLC/ID $1.116.620 44.880 0,04% Saham
GOLDMAN SACHS GROUP INC $1.106.463 44.472 0,04% Saham
Fifth Third Securities, Inc. $1.080.091 43.412 0,04% Saham
CHIRON CAPITAL MANAGEMENT, LLC $1.079.493 43.388 0,04% Saham
Farther Finance Advisors, LLC $1.032.584 41.503 0,04% Saham
INDEPENDENT FINANCIAL GROUP, LLC $1.021.040 41.039 0,04% Saham
SYNOVUS FINANCIAL CORP $1.019.116 40.453 0,04% Saham
Mutual Advisors, LLC $987.577 39.694 0,04% Saham
SouthState Bank Corp $985.025 39.591 0,04% Saham
GREENWOOD CAPITAL ASSOCIATES LLC $962.906 38.702 0,03% Saham
KINTRA WEALTH, LLC $925.024 37.420 0,03% Saham
LANARK FINANCIAL, INC. $916.676 36.843 0,03% Saham
Impact Partnership Wealth, LLC $885.529 35.592 0,03% Saham
Harvest Investment Services, LLC $878.687 35.317 0,03% Saham
Lido Advisors, LLC $832.378 33.455 0,03% Saham
Chris Bulman Inc $831.511 33.420 0,03% Saham
Global Retirement Partners, LLC $808.335 32.489 0,03% Saham
CLG LLC $792.012 31.833 0,03% Saham
Stratos Wealth Advisors, LLC $783.236 31.480 0,03% Saham
Asset One Wealth Management LLC $775.620 31.275 0,03% Saham
Christopher J. Hasenberg, Inc $769.748 30.926 0,03% Saham
Envestnet Portfolio Solutions, Inc. $733.279 29.473 0,03% Saham
Arkadios Wealth Advisors $728.219 29.269 0,03% Saham
Steward Partners Investment Advisory, LLC $702.835 28.249 0,03% Saham
Skyview Financial Group LLC $701.815 27.883 0,02% Saham
PRINCIPAL SECURITIES, INC. $696.764 28.005 0,02% Saham
WINEBRENNER CAPITAL MANAGEMENT LLC $693.580 27.877 0,02% Saham
Arax Advisory Partners $688.206 27.661 0,02% Saham
Brookstone Capital Management $675.512 27.151 0,02% Saham
Balefire, LLC $665.764 26.759 0,02% Saham
MBE Wealth Management, LLC $637.320 25.616 0,02% Saham
Sanctuary Advisors, LLC $621.328 24.973 0,02% Saham
Snowden Capital Advisors LLC $619.520 24.900 0,02% Saham
Lakeridge Wealth Management LLC $618.566 24.862 0,02% Saham
HORAN Wealth, LLC $609.392 24.493 0,02% Saham
Park Square Financial Group, LLC $594.730 23.904 0,02% Saham
Berger Financial Group, Inc $574.818 23.104 0,02% Saham
Quantinno Capital Management LP $573.086 23.034 0,02% Saham
Washington Trust Bank $551.590 22.170 0,02% Saham
NORTHWEST WEALTH MANAGEMENT, LLC $550.943 22.144 0,02% Saham
Focus Partners Advisor Solutions, LLC $550.943 22.144 0,02% Saham
Savant Capital, LLC $543.554 21.847 0,02% Saham
VestGen Advisors, LLC $538.947 21.662 0,02% Saham
MGO ONE SEVEN LLC $523.052 21.023 0,02% Saham
Horan Securities, Inc. $508.147 20.416 0,02% Saham
PRIVATE TRUST CO NA $486.038 19.535 0,02% Saham
Kovack Advisors, Inc. $482.535 19.395 0,02% Saham
Concurrent Investment Advisors, LLC $481.926 19.370 0,02% Saham
Perennial Investment Advisors, LLC $475.405 19.108 0,02% Saham
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $470.867 18.987 0,02% Saham
Huntleigh Advisors, Inc. $462.772 18.600 0,02% Saham
Chokshi & Queen Wealth Advisors, Inc $460.131 18.494 0,02% Saham
United Advisor Group, LLC $447.045 17.968 0,02% Saham
Maia Wealth LLC $418.604 16.825 0,01% Saham
AE Wealth Management LLC $383.469 15.413 0,01% Saham
GENTRY PRIVATE WEALTH, LLC $377.853 15.187 0,01% Saham
Axis Wealth Partners, LLC $377.842 15.187 0,01% Saham
Proactive Wealth Strategies LLC $374.476 15.052 0,01% Saham
TITLEIST ASSET MANAGEMENT, LLC $368.274 14.802 0,01% Saham
SHP Wealth Management $368.255 14.801 0,01% Saham
StoneX Group Inc. $361.528 14.528 0,01% Saham
Sequent Planning LLC $355.699 14.297 0,01% Saham
CREATIVE FINANCIAL DESIGNS INC /ADV $333.221 13.393 0,01% Saham
Savvy Advisors, Inc. $332.732 13.373 0,01% Saham
Fairvoy Private Wealth, LLC $324.435 13.040 0,01% Saham
Financial Engines Advisors L.L.C. $318.787 12.813 0,01% Saham
Northwest Capital Management Inc $317.570 12.617 0,01% Saham
BlackDiamond Wealth Management, LLC $300.881 12.221 0,01% Saham
Ellenbecker Investment Group $299.900 12.053 0,01% Saham
Morling Financial Advisors, LLC $295.597 11.881 0,01% Saham
SteelPeak Wealth, LLC $294.406 11.833 0,01% Saham
Adelphi Trust Co $291.345 11.710 0,01% Saham
Clear Creek Financial Management, LLC $289.087 11.619 0,01% Saham
FLAGSTAR SECURITIES, INC $285.165 11.461 0,01% Saham
Mayflower Financial Advisors, LLC $284.878 11.450 0,01% Saham
ASSETMARK, INC $281.443 11.312 0,01% Saham
Grant/GrossMendelsohn, LLC $281.006 11.386 0,01% Saham
Strategic Blueprint, LLC $259.997 10.450 0,01% Saham
Valeo Financial Advisors, LLC $255.091 10.253 0,01% Saham
FARMERS & MERCHANTS TRUST Co OF LONG BEACH $245.614 9.872 0,01% Saham
Retirement Planning Group, LLC $237.053 9.528 0,01% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $236.360 9.500 0,01% Saham
Financial Futures Ltd Liability Co. $230.242 9.254 0,01% Saham
Claris Financial LLC $222.544 8.984 0,01% Saham
Merit Financial Group, LLC $221.738 8.912 0,01% Saham
GPS Wealth Strategies Group, LLC $220.302 8.753 0,01% Saham
Octavia Wealth Advisors, LLC $219.690 8.830 0,01% Saham
INSPIRION WEALTH ADVISORS, LLC $217.314 8.738 0,01% Saham
FIDUCIARY FINANCIAL ADVISORS $216.505 8.705 0,01% Saham
GK Wealth Management LLC $207.569 8.343 0,01% Saham
Krilogy Financial LLC $206.891 8.316 0,01% Saham
Foundations Investment Advisors, LLC $203.655 8.185 0,01% Saham
SUMMIT WEALTH GROUP LLC / CO $202.772 8.150 0,01% Saham
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $201.476 8.098 0,01% Saham
MONECO ADVISORS, LLC $201.149 8.085 0,01% Saham
Orion Portfolio Solutions, LLC $200.971 8.153 0,01% Saham
EVOLUTION WEALTH MANAGEMENT INC. $173.712 6.982 0,01% Saham
Pinnacle Bancorp, Inc. $152.390 6.125 0,01% Saham
Medallion Wealth Advisors, LLC $151.768 6.100 0,01% Saham
DHJJ Financial Advisors, Ltd. $140.324 5.640 0,00% Saham
Elevated Capital Advisors, LLC $126.913 5.101 0,00% Saham
Qube Research & Technologies Ltd $117.483 4.722 0,00% Saham
Spire Wealth Management $110.616 4.446 0,00% Saham
Basepoint Wealth LLC $92.307 3.710 0,00% Saham
Migdal Insurance & Financial Holdings Ltd. $76.630 3.080 0,00% Saham
First Pacific Financial $57.244 2.301 0,00% Saham
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $56.524 2.273 0,00% Saham
Ascentis Independent Advisors $55.482 2.230 0,00% Saham
TD Capital Management LLC $48.298 1.941 0,00% Saham
IFG Advisory, LLC $47.478 1.908 0,00% Saham
Biltmore Family Office, LLC $30.901 1.242 0,00% Saham
Cambridge Investment Research Advisors, Inc. $26.902 1.081.262 0,00% Saham
Wilmington Savings Fund Society, FSB $23.163 931 0,00% Saham
Strategic Wealth Partners, Ltd. $20.359 818 0,00% Saham
Decker Retirement Planning Inc. $20.004 804 0,00% Saham
Lloyd Advisory Services, LLC. $19.108 768 0,00% Saham
WOLFF WIESE MAGANA LLC $18.287 735 0,00% Saham
Owl Creek Wealth Partners LLC $17.442 701 0,00% Saham
JONES FINANCIAL COMPANIES LLLP $15.569 625 0,00% Saham
Signature Resources Capital Management, LLC $15.525 624 0,00% Saham
CBIZ Investment Advisory Services, LLC $15.333 619 0,00% Saham
Janney Montgomery Scott LLC $13.880 557.893 0,00% Saham
UBS Group AG $13.510 543 0,00% Saham
MPWM ADVISORY SOLUTIONS, LLC $10.524 423 0,00% Saham
Keating Financial Advisory Services, Inc. $9.902 398 0,00% Saham
BANK OF MONTREAL /CAN/ $9.579 385 0,00% Saham
OAKWORTH CAPITAL, INC. $5.897 237 0,00% Saham
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. $5.852 235 0,00% Saham
Sunbelt Securities, Inc. $5.375 217 0,00% Saham
TUCKER ASSET MANAGEMENT LLC $4.454 179 0,00% Saham
WEDBUSH SECURITIES INC $4.291 172.475 0,00% Saham
Thrivent Financial for Lutherans $3.130 125.810 0,00% Saham
HHM Wealth Advisors, LLC $2.787 112 0,00% Saham
Bernard Wealth Management Corp. $2.734 110 0,00% Saham
Dunhill Financial, LLC $2.189 88 0,00% Saham
Glass Jacobson Investment Advisors llc $1.866 75 0,00% Saham
CENTAURUS FINANCIAL, INC. $1.468 58.985 0,00% Saham
Betterment LLC $989 39.740 0,00% Saham
BNP PARIBAS FINANCIAL MARKETS $473 19 0,00% Saham
Capital Analysts, LLC $457 18.359 0,00% Saham
Q3 Asset Management $427 17.199 0,00% Saham
Tower Research Capital LLC (TRC) $398 16 0,00% Saham
RHL GROUP, LLC $150 6 0,00% Saham
HAZLETT, BURT & WATSON, INC. $62 2.500 0,00% Saham