UMI — 기관 투자자 (13F)

53개의 제출자 · $397.4M 전체 · 기준일 2026년 6월 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
HighTower Advisors, LLC	$351,034,403	5,965,914	88.34%	주식
H D Vest Advisory Services	$6,111,331	119,783	1.54%	주식
FISCHER INVESTMENT STRATEGIES, LLC	$5,427,535	92,242	1.37%	주식
Brookwood Investment Group LLC	$4,797,472	81,534	1.21%	주식
ENVESTNET ASSET MANAGEMENT INC	$3,466,401	58,912	0.87%	주식
Insight Wealth Partners, LLC	$3,382,811	57,492	0.85%	주식
LPL Financial LLC	$3,195,837	54,314	0.80%	주식
MML INVESTORS SERVICES, LLC	$2,939,040	49,950	0.74%	주식
WHITTIER TRUST CO	$2,436,662	41,631	0.61%	주식
Savoie Capital LLC	$1,727,027	33,850	0.43%	주식
COMMONWEALTH EQUITY SERVICES, LLC	$1,119,330	19,023	0.28%	주식
Coppell Advisory Solutions LLC	$1,075,371	334	0.27%	주식
GTS SECURITIES LLC	$1,048,176	17,814	0.26%	주식
MOSAIC FAMILY WEALTH PARTNERS, LLC	$1,042,468	17,717	0.26%	주식
Dynamic Advisor Solutions LLC	$982,035	16,690	0.25%	주식
MORGAN STANLEY	$913,844	15,531	0.23%	주식
FineMark National Bank & Trust	$869,550	17,717	0.22%	주식
OSAIC HOLDINGS, INC.	$779,221	13,242	0.20%	주식
Spinnaker Investment Group, LLC	$493,504	8,423	0.12%	주식
Creative Planning	$365,403	6,210	0.09%	주식
SageView Advisory Group, LLC	$364,808	6,200	0.09%	주식
ROYAL BANK OF CANADA	$351,000	5,967	0.09%	주식
Cascade Financial Partners, LLC	$350,510	5,957	0.09%	주식
Annex Advisory Services, LLC	$348,714	5,952	0.09%	주식
MERCER GLOBAL ADVISORS INC /ADV	$344,541	5,856	0.09%	주식
DIVERSIFY WEALTH MANAGEMENT, LLC	$271,211	4,508	0.07%	주식
Diversify Advisory Services, LLC	$271,211	4,508	0.07%	주식
Focus Partners Wealth	$264,584	4,497	0.07%	주식
Private Advisor Group, LLC	$261,250	4,440	0.07%	주식
Gladstone Institutional Advisory LLC	$257,366	4,374	0.06%	주식
WFA Asset Management Corp	$245,032	5,462	0.06%	주식
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$213,385	3,642	0.05%	주식
HARBOUR INVESTMENTS, INC.	$209,412	3,559	0.05%	주식
Atlantic Union Bankshares Corp	$65,067	1,106	0.02%	주식
Sandy Spring Bank	$54,823	1,054	0.01%	주식
SALEM INVESTMENT COUNSELORS INC	$51,191	870	0.01%	주식
Ameritas Advisory Services, LLC	$49,014	833	0.01%	주식
Steward Partners Investment Advisory, LLC	$29,420	500	0.01%	주식
PNC Financial Services Group, Inc.	$29,420	500	0.01%	주식
IFG Advisory, LLC	$26,243	446	0.01%	주식
BLUELINE ADVISORS LLC	$23,948	407	0.01%	주식
Institute for Wealth Management, LLC.	$21,006	357	0.01%	주식
Arax Advisory Partners	$17,652	300	0.00%	주식
Larson Financial Group LLC	$13,298	226	0.00%	주식
Blue Trust, Inc.	$11,768	200	0.00%	주식
Costello Asset Management, INC	$7,943	135	0.00%	주식
Rockefeller Capital Management L.P.	$5,884	100	0.00%	주식
AMERIFLEX GROUP, INC.	$5,884	100	0.00%	주식
Strategic Wealth Partners, Ltd.	$5,707	97	0.00%	주식
Signature Equity Partners, LLC	$4,447	76	0.00%	주식
Farther Finance Advisors, LLC	$1,942	33	0.00%	주식
FLOW TRADERS U.S. LLC	$381	6,472	0.00%	주식
HANTZ FINANCIAL SERVICES, INC.	$16	278	0.00%	주식