USMF — Pemilik institusional (13F)

74 pengaju · $215.3M 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
HighTower Advisors, LLC $74.116.928 1.366.387 34,42% Saham
Bluespring Wealth Management, LLC $32.268.835 594.894 14,99% Saham
Team Financial Group, LLC $15.502.553 285.798 7,20% Saham
LPL Financial LLC $10.768.778 198.528 5,00% Saham
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC $10.437.187 192.415 4,85% Saham
WELLS FARGO & COMPANY/MN $7.543.832 139.075 3,50% Saham
Cetera Investment Advisers $5.446.475 100.409 2,53% Saham
Defined Financial Planning LLC $5.281.948 105.302 2,45% Saham
GREAT VALLEY ADVISOR GROUP, INC. $5.023.547 92.605 2,33% Saham
EVOLVE PRIVATE WEALTH, LLC $4.483.150 82.649 2,08% Saham
NewEdge Advisors, LLC $3.258.703 60.076 1,51% Saham
MORGAN STANLEY $2.585.711 47.669 1,20% Saham
RAYMOND JAMES FINANCIAL INC $2.300.120 42.404 1,07% Saham
Allworth Financial LP $2.018.639 37.215 0,94% Saham
Private Advisor Group, LLC $1.884.170 34.736 0,88% Saham
Stratos Wealth Partners, LTD. $1.751.558 32.290 0,81% Saham
GOLDMAN SACHS GROUP INC $1.675.295 30.885 0,78% Saham
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1.545.887 28.500 0,72% Saham
H D Vest Advisory Services $1.531.043 29.870 0,71% Saham
Integrated Wealth Concepts LLC $1.430.768 26.377 0,66% Saham
TWO SIGMA INVESTMENTS, LP $1.405.111 25.904 0,65% Saham
Archer Investment Management, LLC $1.321.131 24.356 0,61% Saham
WCG Wealth Advisors LLC $1.199.255 22.109 0,56% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.181.087 21.774 0,55% Saham
Merit Financial Group, LLC $1.160.985 21.404 0,54% Saham
JPMORGAN CHASE & CO $1.108.633 20.630 0,51% Saham
IHT Wealth Management, LLC $950.854 17.530 0,44% Saham
WealthPoint Financial, LLC $907.160 16.724 0,42% Saham
ENVESTNET ASSET MANAGEMENT INC $900.099 16.594 0,42% Saham
Summit Financial, LLC $843.066 15.542 0,39% Saham
AXXCESS WEALTH MANAGEMENT, LLC $828.399 15.272 0,38% Saham
OSAIC HOLDINGS, INC. $828.312 15.272 0,38% Saham
CWM, LLC $773.194 15.658 0,36% Saham
Kestra Advisory Services, LLC $771.498 14.223 0,36% Saham
Modern Wealth Management, LLC $769.756 14.191 0,36% Saham
United Advisor Group, LLC $751.986 13.863 0,35% Saham
Beacon Financial Advisory LLC $748.428 13.798 0,35% Saham
Keating Financial Advisory Services, Inc. $593.463 10.941 0,28% Saham
COLUMBIA ADVISORY PARTNERS LLC $589.487 10.868 0,27% Saham
Quantinno Capital Management LP $483.359 8.911 0,22% Saham
TopTier Wealth Management, LLC $481.237 8.872 0,22% Saham
CITADEL ADVISORS LLC $458.950 8.461 0,21% Saham
&PARTNERS $429.537 7.919 0,20% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $428.915 8.686 0,20% Saham
JANE STREET GROUP, LLC $406.172 7.488 0,19% Saham
COMMONWEALTH EQUITY SERVICES, LLC $390.850 7.205 0,18% Saham
WORLD EQUITY GROUP, INC. $334.676 6.170 0,16% Saham
Financial Enhancement Group LLC $314.981 5.807 0,15% Saham
KESTRA PRIVATE WEALTH SERVICES, LLC $275.759 5.084 0,13% Saham
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $274.460 5.120 0,13% Saham
Lido Advisors, LLC $273.900 5.048 0,13% Saham
Mutual Advisors, LLC $269.054 4.960 0,12% Saham
Bison Wealth, LLC $252.932 4.742 0,12% Saham
CoreCap Advisors, LLC $244.357 4.505 0,11% Saham
BIP Wealth, LLC $228.147 4.206 0,11% Saham
Concurrent Investment Advisors, LLC $207.154 3.819 0,10% Saham
Arkadios Wealth Advisors $203.801 3.757 0,09% Saham
RMR Wealth Builders $200.928 3.704 0,09% Saham
LANARK FINANCIAL, INC. $182.009 3.355 0,08% Saham
ROYAL BANK OF CANADA $120.000 2.210 0,06% Saham
FMR LLC $94.871 1.749 0,04% Saham
CREATIVE FINANCIAL DESIGNS INC /ADV $86.626 1.597 0,04% Saham
Hughes Financial Services, LLC $54.026 996 0,03% Saham
Institute for Wealth Management, LLC. $36.398 671 0,02% Saham
Geneos Wealth Management Inc. $32.056 591 0,01% Saham
AE Wealth Management LLC $26.199 483 0,01% Saham
UBS Group AG $9.384 173 0,00% Saham
VANGUARD ADVISERS INC $4.987 101 0,00% Saham
Smartleaf Asset Management LLC $4.944 92 0,00% Saham
SHP Wealth Management $1.682 31 0,00% Saham
Cambridge Investment Research Advisors, Inc. $620 11.429 0,00% Saham
FLOW TRADERS U.S. LLC $262 4.832 0,00% Saham
CENTAURUS FINANCIAL, INC. $189 3.484 0,00% Saham
Capital Advisors, Ltd. LLC $13 233 0,00% Saham