ULST — 기관 투자자 (13F)

120개의 제출자 · $459.7M 전체 · 기준일 2026년 9월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 가치 주식 % 추적된 13F 중 유형
CWM, LLC $159,970,526 3,949,890 34.80% 주식
LPL Financial LLC $55,976,621 1,384,703 12.18% 주식
MORGAN STANLEY $31,015,167 767,227 6.75% 주식
BIP Wealth, LLC $26,886,737 665,102 5.85% 주식
Avestar Capital, LLC $25,415,993 628,720 5.53% 주식
PTM WEALTH MANAGEMENT, LLC $20,796,004 515,263 4.52% 주식
AQR CAPITAL MANAGEMENT LLC $14,469,453 357,933 3.15% 주식
RAYMOND JAMES FINANCIAL INC $11,038,965 273,073 2.40% 주식
BANK OF AMERICA CORP /DE/ $11,013,984 272,455 2.40% 주식
Stablepoint Partners, LLC $8,927,440 220,840 1.94% 주식
ORBA Wealth Advisors, L.L.C. $6,388,629 158,037 1.39% 주식
Norris Financial Group, LLC $4,976,844 123,113 1.08% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4,825,460 119,635 1.05% 주식
David Kennon Inc $4,289,387 106,107 0.93% 주식
Kraft, Davis & Associates, LLC $4,228,387 104,871 0.92% 주식
WT Wealth Management $3,206,975 79,331 0.70% 주식
UBS Group AG $2,989,954 73,963 0.65% 주식
VERUS CAPITAL PARTNERS, LLC $2,924,014 72,332 0.64% 주식
BridgePort Financial Solutions, LLC $2,782,416 68,829 0.61% 주식
ROYAL BANK OF CANADA $2,399,000 59,350 0.52% 주식
Focus Partners Wealth $2,287,890 56,596 0.50% 주식
Cannon Wealth Management Services, LLC $2,171,186 53,709 0.47% 주식
Elmwood Wealth Management, Inc. $2,015,147 49,849 0.44% 주식
OSAIC HOLDINGS, INC. $1,960,749 48,492 0.43% 주식
Barnes Wealth Management Group, Inc $1,927,747 47,687 0.42% 주식
Global View Capital Management LLC $1,856,761 45,931 0.40% 주식
MML INVESTORS SERVICES, LLC $1,686,532 41,720 0.37% 주식
CITADEL ADVISORS LLC $1,623,711 40,166 0.35% 주식
Equitable Holdings, Inc. $1,550,881 38,364 0.34% 주식
Congress Wealth Management LLC / DE / $1,429,753 35,163 0.31% 주식
Sanctuary Advisors, LLC $1,351,004 33,420 0.29% 주식
CGN Advisors LLC $1,316,332 32,562 0.29% 주식
Authentikos Wealth Advisory, LLC $1,237,086 30,602 0.27% 주식
Fiduciary Trust Co $1,165,857 28,840 0.25% 주식
ENVESTNET ASSET MANAGEMENT INC $1,143,847 28,296 0.25% 주식
Ameliora Wealth Management Ltd. $1,122,481 27,767 0.24% 주식
Stratos Wealth Partners, LTD. $1,078,140 26,670 0.23% 주식
Coppell Advisory Solutions LLC $1,003,886 49,579 0.22% 주식
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $998,498 24,700 0.22% 주식
Valmark Advisers, Inc. $954,839 23,620 0.21% 주식
GOLDMAN SACHS GROUP INC $895,575 22,154 0.19% 주식
Steward Partners Investment Advisory, LLC $876,616 21,685 0.19% 주식
Crews Bank & Trust $859,031 21,250 0.19% 주식
NAPLES GLOBAL ADVISORS, LLC $842,862 20,850 0.18% 주식
Wealthcare Advisory Partners LLC $817,822 20,231 0.18% 주식
Savant Capital, LLC $811,820 20,063 0.18% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $810,077 20,039 0.18% 주식
SALEM INVESTMENT COUNSELORS INC $743,659 18,396 0.16% 주식
KINGSWOOD WEALTH ADVISORS, LLC $708,383 17,523 0.15% 주식
Fifth Third Securities, Inc. $681,080 16,848 0.15% 주식
McAdam, LLC $640,831 15,852 0.14% 주식
Perennial Investment Advisors, LLC $616,436 15,250 0.13% 주식
TKG Advisors, LLC $572,477 14,161 0.12% 주식
Orion Portfolio Solutions, LLC $564,872 13,896 0.12% 주식
Western Wealth Management, LLC $537,734 13,302 0.12% 주식
CAPTRUST FINANCIAL ADVISORS $518,974 12,838 0.11% 주식
Golden State Wealth Management, LLC $510,527 12,629 0.11% 주식
G&S Capital LLC $500,008 12,300 0.11% 주식
STIFEL FINANCIAL CORP $486,112 12,025 0.11% 주식
Penobscot Investment Management Company, Inc. $472,973 11,700 0.10% 주식
HARBOUR INVESTMENTS, INC. $466,631 11,543 0.10% 주식
OPPENHEIMER & CO INC $458,824 11,350 0.10% 주식
Prestige Wealth Management Group LLC $453,576 11,220 0.10% 주식
Gladstone Institutional Advisory LLC $427,414 10,573 0.09% 주식
COMMONWEALTH EQUITY SERVICES, LLC $414,440 10,252 0.09% 주식
Trilogy Capital Inc. $409,315 10,125 0.09% 주식
JANE STREET GROUP, LLC $406,110 10,046 0.09% 주식
CATALYST PRIVATE WEALTH, LLC $404,250 10,000 0.09% 주식
NewEdge Advisors, LLC $399,053 9,871 0.09% 주식
FIFTH THIRD BANCORP $393,901 9,744 0.09% 주식
Destination Wealth Management $392,365 9,706 0.09% 주식
RICHARDSON FINANCIAL SERVICES INC. $388,970 9,622 0.08% 주식
COMERICA BANK $384,675 9,497 0.08% 주식
CAPSTONE WEALTH MANAGEMENT GROUP, LLC $375,696 9,294 0.08% 주식
Vise Technologies, Inc. $368,393 9,113 0.08% 주식
ZEGA Investments, LLC $324,896 8,037 0.07% 주식
Cetera Investment Advisers $298,435 7,382 0.06% 주식
TWO SIGMA SECURITIES, LLC $291,505 7,211 0.06% 주식
PNC Financial Services Group, Inc. $291,172 7,203 0.06% 주식
Wisconsin Wealth Advisors, LLC $290,904 7,196 0.06% 주식
Advisor Resource Council $279,932 6,942 0.06% 주식
January Capital Advisors LLC $273,032 6,754 0.06% 주식
Bouchey Financial Group, Ltd. $270,444 6,690 0.06% 주식
Winch Advisory Services, LLC $242,893 6,008 0.05% 주식
Worth Asset Management, LLC $239,761 5,931 0.05% 주식
OakTrust Wealth Advisors, LLC $234,733 5,807 0.05% 주식
AMERIPRISE FINANCIAL INC $230,786 5,709 0.05% 주식
Cape Investment Advisory, Inc. $229,512 5,677 0.05% 주식
Modern Wealth Management, LLC $220,518 5,455 0.05% 주식
Tower Research Capital LLC (TRC) $220,033 5,443 0.05% 주식
Merit Financial Group, LLC $210,346 5,203 0.05% 주식
United Advisor Group, LLC $208,793 5,165 0.05% 주식
LANE BROTHERS & CO INC $203,095 5,024 0.04% 주식
Bank of New York Mellon Corp $202,312 5,005 0.04% 주식
ANGELES WEALTH MANAGEMENT, LLC $202,125 5,000 0.04% 주식
PRIVATE TRUST CO NA $144,924 3,585 0.03% 주식
Ameritas Advisory Services, LLC $87,924 2,175 0.02% 주식
Glen Eagle Advisors, LLC $76,854 1,901 0.02% 주식
Tidemark, LLC $64,680 1,600 0.01% 주식
Qube Research & Technologies Ltd $52,957 1,310 0.01% 주식
JPMORGAN CHASE & CO $52,916 1,309 0.01% 주식
Aptus Capital Advisors, LLC $52,674 1,303 0.01% 주식
Continuum Advisory, LLC $45,276 1,120 0.01% 주식
ROTHSCHILD INVESTMENT LLC $40,506 1,002 0.01% 주식
Synergy Investment Management, LLC $31,168 771 0.01% 주식
Blue Trust, Inc. $26,484 655 0.01% 주식
Collier Financial $21,435 530 0.00% 주식
ASSETMARK, INC $15,725 389 0.00% 주식
AE Wealth Management LLC $7,681 190 0.00% 주식
MCGUIRE CAPITAL ADVISORS INC $7,357 182 0.00% 주식
TD Capital Management LLC $5,093 126 0.00% 주식
REDMONT WEALTH ADVISORS LLC $2,754 68 0.00% 주식
Thrivent Financial for Lutherans $1,837 45,432 0.00% 주식
TD Waterhouse Canada Inc. $1,531 38 0.00% 주식
Wealth Enhancement Trust Services, Inc. $526 13 0.00% 주식
FLOW TRADERS U.S. LLC $369 9,130 0.00% 주식
CENTAURUS FINANCIAL, INC. $362 8,955 0.00% 주식
HUNTINGTON NATIONAL BANK $81 2 0.00% 주식
CX Institutional $40 985 0.00% 주식
WELLS FARGO & COMPANY/MN $15 0 0.00% 주식