USEP — Proprietari istituzionali (13F)

88 filer · $170.9M totale · Aggiornato al 30 Settembre 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
Brookstone Capital Management $53.127.115 1.264.028 31,10% Azioni
Sovran Advisors, LLC $23.245.528 559.190 13,61% Azioni
Kellett Wealth Advisors, LLC $13.548.477 322.353 7,93% Azioni
SIGNATUREFD, LLC $7.198.604 171.273 4,21% Azioni
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7.038.470 167.463 4,12% Azioni
COMMONWEALTH EQUITY SERVICES, LLC $3.800.100 91.945 2,22% Azioni
OSAIC HOLDINGS, INC. $3.687.227 89.215 2,16% Azioni
CENTRAL VALLEY ADVISORS, LLC $3.371.521 80.217 1,97% Azioni
KFG WEALTH MANAGEMENT, LLC $3.318.664 78.959 1,94% Azioni
Concurrent Investment Advisors, LLC $3.103.591 73.842 1,82% Azioni
Kestra Advisory Services, LLC $3.059.371 74.023 1,79% Azioni
Cetera Investment Advisers $2.745.345 66.425 1,61% Azioni
Berkshire Money Management, Inc. $2.595.353 61.750 1,52% Azioni
Spire Wealth Management $2.573.726 62.273 1,51% Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2.471.989 59.811 1,45% Azioni
ENVESTNET ASSET MANAGEMENT INC $2.172.263 52.559 1,27% Azioni
TRUIST FINANCIAL CORP $1.807.636 43.737 1,06% Azioni
OLD MISSION CAPITAL LLC $1.602.157 38.765 0,94% Azioni
MML INVESTORS SERVICES, LLC $1.559.310 37.728 0,91% Azioni
Advisory Services Network, LLC $1.472.340 35.624 0,86% Azioni
Berger Financial Group, Inc $1.258.458 30.449 0,74% Azioni
Strategic Blueprint, LLC $1.236.859 29.428 0,72% Azioni
LPL Financial LLC $1.179.352 28.535 0,69% Azioni
Arete Wealth Advisors, LLC $1.107.354 26.793 0,65% Azioni
HighTower Advisors, LLC $1.074.539 25.999 0,63% Azioni
Accurate Wealth Management, LLC $1.050.901 24.746 0,62% Azioni
FIDUCIARY FINANCIAL GROUP, LLC $1.019.522 24.257 0,60% Azioni
Prairie Wealth Advisors, Inc. $888.227 0 0,52% Azioni
Foundations Investment Advisors, LLC $810.936 19.621 0,47% Azioni
First Commonwealth Financial Corp /PA/ $798.785 19.327 0,47% Azioni
Madrona Financial Services, LLC $794.157 18.895 0,46% Azioni
Legacy Advisors, LLC $790.879 18.817 0,46% Azioni
SteelPeak Wealth, LLC $789.492 18.784 0,46% Azioni
Sageworth Trust Co $777.707 18.817 0,46% Azioni
RAYMOND JAMES FINANCIAL INC $711.000 17.203 0,42% Azioni
CITADEL ADVISORS LLC $697.774 16.883 0,41% Azioni
Lantz Financial LLC $654.281 15.567 0,38% Azioni
Bedel Financial Consulting, Inc. $603.129 14.593 0,35% Azioni
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $530.801 12.843 0,31% Azioni
IMG Wealth Management, Inc. $521.252 12.402 0,31% Azioni
JPMORGAN CHASE & CO $520.193 12.603 0,30% Azioni
Trek Financial, LLC $502.945 12.169 0,29% Azioni
ATX Financial Planning, LLC $494.876 11.774 0,29% Azioni
First Heartland Consultants, Inc. $423.578 10.078 0,25% Azioni
H D Vest Advisory Services $423.428 11.489 0,25% Azioni
ATTICUS WEALTH MANAGEMENT, LLC $418.199 9.950 0,24% Azioni
Cornerstone Wealth Group, LLC $389.163 9.416 0,23% Azioni
Allworth Financial LP $378.418 9.156 0,22% Azioni
Chris Bulman Inc $361.920 8.611 0,21% Azioni
Outlook Wealth Advisors, LLC $353.786 8.560 0,21% Azioni
Sonoma Allocations LLC $345.194 8.337 0,20% Azioni
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $342.730 8.088 0,20% Azioni
Archer Investment Corp $331.555 8.022 0,19% Azioni
Core Wealth Advisors, Inc. $318.406 7.704 0,19% Azioni
AE Wealth Management LLC $315.348 7.630 0,18% Azioni
Continuum Advisory, LLC $309.603 7.491 0,18% Azioni
Hiley Hunt Wealth Management $291.940 6.946 0,17% Azioni
JANE STREET GROUP, LLC $244.508 5.916 0,14% Azioni
HARBOUR INVESTMENTS, INC. $240.293 5.814 0,14% Azioni
TopTier Wealth Management, LLC $237.722 5.656 0,14% Azioni
FC Advisory LLC $237.722 5.656 0,14% Azioni
AssuredPartners Investment Advisors, LLC $232.151 5.617 0,14% Azioni
Plum Street Advisors, LLC $223.182 5.400 0,13% Azioni
SILVER OAK SECURITIES, INCORPORATED $221.074 5.349 0,13% Azioni
WorthPointe, LLC $218.884 5.296 0,13% Azioni
COLTON GROOME FINANCIAL ADVISORS, LLC $214.353 5.100 0,13% Azioni
Vantage Point Financial LLC $210.948 5.104 0,12% Azioni
Truvestments Capital LLC $179.331 4.339 0,10% Azioni
Aptus Capital Advisors, LLC $172.553 4.175 0,10% Azioni
DHJJ Financial Advisors, Ltd. $165.389 3.935 0,10% Azioni
Steward Partners Investment Advisory, LLC $139.199 3.368 0,08% Azioni
Arax Advisory Partners $128.991 3.121 0,08% Azioni
WealthShield Partners, LLC $122.378 2.961 0,07% Azioni
Grove Bank & Trust $79.983 1.903 0,05% Azioni
EVOLUTION WEALTH MANAGEMENT INC. $54.184 1.311 0,03% Azioni
Talon Private Wealth, LLC $54.175 1.311 0,03% Azioni
Physician Wealth Advisors, Inc. $34.885 830 0,02% Azioni
CoreCap Advisors, LLC $29.463 701 0,02% Azioni
Financial Network Wealth Advisors LLC $29.055 703 0,02% Azioni
IFS Advisors, LLC $28.244 672 0,02% Azioni
ROYAL BANK OF CANADA $21.000 500 0,01% Azioni
TOUNJIAN ADVISORY PARTNERS, LLC $8.266 200 0,00% Azioni
CWM, LLC $5.414 140 0,00% Azioni
Keating Financial Advisory Services, Inc. $2.562 62 0,00% Azioni
Cambridge Investment Research Advisors, Inc. $1.336 32.321 0,00% Azioni
Wood Tarver Financial Group, LLC $372 9.017 0,00% Azioni
HRT FINANCIAL LP $210 5.099 0,00% Azioni
UBS Group AG $41 1 0,00% Azioni