UYG — 기관 투자자 (13F)

85개의 제출자 · $38.2M 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
Cassaday & Co Wealth Management LLC $3,431,443 40,101 8.98% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2,458,939 28,736 6.44% 주식
TOTH FINANCIAL ADVISORY CORP $2,395,533 27,995 6.27% 주식
Focus Partners Wealth $2,093,242 24,429 5.48% 주식
CITADEL ADVISORS LLC $1,540,260 18,000 4.03% 콜 옵션
JANE STREET GROUP, LLC $1,514,161 17,695 3.96% 주식
SYNOVUS FINANCIAL CORP $1,488,750 15,000 3.90% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,471,804 17,200 3.85% 콜 옵션
Pinnacle Financial Partners, Inc. $1,283,550 15,000 3.36% 주식
Quantinno Capital Management LP $1,086,568 12,698 2.84% 주식
Integrated Advisors Network LLC $1,000,742 11,695 2.62% 주식
Waverly Advisors, LLC $877,093 10,250 2.30% 주식
Chicago Partners Investment Group LLC $874,602 9,489 2.29% 주식
CIBC Private Wealth Group LLC $708,646 7,140 1.86% 주식
Capital Investment Counsel, Inc $646,481 7,555 1.69% 주식
TRUIST FINANCIAL CORP $625,859 7,314 1.64% 주식
Savant Capital, LLC $613,531 7,689 1.61% 주식
Summit Financial, LLC $601,713 7,032 1.58% 주식
CIBC Bancorp USA Inc. $582,366 6,806 1.52% 주식
BLAIR WILLIAM & CO/IL $523,261 6,115 1.37% 주식
BANK OF AMERICA CORP /DE/ $498,017 5,820 1.30% 주식
Creative Planning $478,219 5,589 1.25% 주식
Coastal Bridge Advisors, LLC $469,266 5,484 1.23% 주식
INDEPENDENT FINANCIAL GROUP, LLC $463,186 5,413 1.21% 주식
XTX Topco Ltd $449,243 5,250 1.18% 주식
DIMENSION CAPITAL MANAGEMENT LLC $427,850 5,000 1.12% 주식
Cerity Partners LLC $427,850 5,000 1.12% 주식
WOLVERINE TRADING, LLC $420,210 4,200 1.10% 콜 옵션
Bryn Mawr Trust Advisors, LLC $419,077 4,897 1.10% 주식
Arax Advisory Partners $357,854 4,182 0.94% 주식
ENVESTNET ASSET MANAGEMENT INC $352,291 4,117 0.92% 주식
KENNEDY INVESTMENT GROUP, INC. $350,837 4,100 0.92% 주식
Texas Capital Bank Wealth Management Services Inc $327,648 3,829 0.86% 주식
Wealthspire Advisors, LLC $325,272 3,801 0.85% 주식
Summit Trail Advisors, LLC $309,828 3,621 0.81% 주식
BANK OF MONTREAL /CAN/ $306,255 3,579 0.80% 주식
Lido Advisors, LLC $302,404 3,534 0.79% 주식
LAZARI CAPITAL MANAGEMENT, INC. $300,351 3,510 0.79% 주식
MERCER GLOBAL ADVISORS INC /ADV $279,095 3,262 0.73% 주식
LOWERY THOMAS, LLC $277,413 3,242 0.73% 주식
HighTower Advisors, LLC $262,050 3,062 0.69% 주식
Private Advisor Group, LLC $256,710 3,000 0.67% 주식
Glenmede Investment Management, LP $244,452 2,463 0.64% 주식
Kestra Advisory Services, LLC $234,081 2,736 0.61% 주식
Sanctuary Advisors, LLC $224,788 2,627 0.59% 주식
LPL Financial LLC $224,232 2,620 0.59% 주식
GOLDMAN SACHS GROUP INC $217,177 2,538 0.57% 주식
DIVERSIFY WEALTH MANAGEMENT, LLC $211,943 2,215 0.55% 주식
Diversify Advisory Services, LLC $211,943 2,215 0.55% 주식
United Advisor Group, LLC $211,369 2,470 0.55% 주식
GREAT VALLEY ADVISOR GROUP, INC. $211,000 2,465 0.55% 주식
GLENMEDE TRUST CO NA $210,758 2,463 0.55% 주식
Sollinda Capital Management LLC $209,989 2,454 0.55% 주식
B. Riley Wealth Advisors, Inc. $202,345 2,357 0.53% 주식
Parisi Gray Wealth Management $201,584 2,356 0.53% 주식
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $190,736 2,229 0.50% 주식
HARBOR INVESTMENT ADVISORY, LLC $179,697 2,100 0.47% 주식
PNC Financial Services Group, Inc. $128,355 1,500 0.34% 주식
EP Wealth Advisors, LLC $115,434 1,349 0.30% 주식
CWM, LLC $111,185 1,515 0.29% 주식
Strategic Investment Solutions, Inc. /IL $102,684 1,200 0.27% 주식
Ameritas Advisory Services, LLC $102,684 1,200 0.27% 주식
NewEdge Advisors, LLC $96,921 1,133 0.25% 주식
Farther Finance Advisors, LLC $64,178 750 0.17% 주식
Spire Wealth Management $54,303 635 0.14% 주식
Main Street Group, LTD $51,342 600 0.13% 주식
MCF Advisors LLC $48,433 566 0.13% 주식
Steward Partners Investment Advisory, LLC $42,785 500 0.11% 주식
Hartford Financial Management Inc. $35,940 420 0.09% 주식
Plante Moran Financial Advisors, LLC $31,832 372 0.08% 주식
Steigerwald, Gordon & Koch Inc. $25,671 300 0.07% 주식
US BANCORP \DE\ $25,671 300 0.07% 주식
Geneos Wealth Management Inc. $19,607 229 0.05% 주식
VIMA LLC $19,339 226 0.05% 주식
JPMORGAN CHASE & CO $18,546 216 0.05% 주식
Colonial Trust Advisors $12,836 150 0.03% 주식
VALLEY NATIONAL ADVISERS INC $10,269 120 0.03% 주식
Ashton Thomas Private Wealth, LLC $6,418 75 0.02% 주식
ASSETMARK, INC $3,936 46 0.01% 주식
Phillip James Consulting Co. $3,252 38 0.01% 주식
ROANOKE ASSET MANAGEMENT CORP/ NY $1,198 13,440 0.00% 주식
WELLS FARGO & COMPANY/MN $191 2 0.00% 주식
MORGAN STANLEY $127 1 0.00% 주식
Russell Investments Group, Ltd. $86 1 0.00% 주식
HAZLETT, BURT & WATSON, INC. $6 67 0.00% 주식