UCON — Proprietari istituzionali (13F)

286 filer · $2.8B totale · Aggiornato al 30 Giugno 2026

Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.

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