UAUG — 机构持有人 (13F)

93 家申报者 · $173.9M 总计 · 截至 2026年9月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构 价值 股份 % 已追踪的13F 类型
Brookstone Capital Management $55495771 1291566 31.91% 股份
Broussard Financial Group LLC $16878869 392826 9.70% 股份
RAYMOND JAMES FINANCIAL INC $10514466 249840 6.05% 股份
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $7121655 165744 4.09% 股份
COMMONWEALTH EQUITY SERVICES, LLC $6276820 149147 3.61% 股份
OSAIC HOLDINGS, INC. $5960630 141651 3.43% 股份
KFG WEALTH MANAGEMENT, LLC $5954316 138576 3.42% 股份
MBL Wealth, LLC $5664918 131841 3.26% 股份
IFP Advisors, Inc $3964639 92270 2.28% 股份
ENVESTNET ASSET MANAGEMENT INC $3083511 73269 1.77% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $3003214 71361 1.73% 股份
Archer Investment Corp $2773723 65908 1.59% 股份
FIDUCIARY FINANCIAL GROUP, LLC $2517011 58579 1.45% 股份
CENTRAL VALLEY ADVISORS, LLC $2516497 58567 1.45% 股份
Kestra Advisory Services, LLC $2210883 52534 1.27% 股份
Concurrent Investment Advisors, LLC $2060586 47957 1.18% 股份
OLD MISSION CAPITAL LLC $1932407 45917 1.11% 股份
Berger Financial Group, Inc $1844956 43839 1.06% 股份
LPL Financial LLC $1501249 35672 0.86% 股份
Clearstead Advisors, LLC $1488371 35366 0.86% 股份
Spire Wealth Management $1475262 35059 0.85% 股份
Cetera Investment Advisers $1389640 33020 0.80% 股份
MML INVESTORS SERVICES, LLC $1193862 28368 0.69% 股份
Foundations Investment Advisors, LLC $1051994 24997 0.60% 股份
Strategic Blueprint, LLC $1047243 24373 0.60% 股份
MILESTONE ASSET MANAGEMENT, LLC $948987 22086 0.55% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $913857 21110 0.53% 股份
Retirement Planning Group, LLC $884320 20581 0.51% 股份
Impact Partnership Wealth, LLC $821622 19523 0.47% 股份
SteelPeak Wealth, LLC $796237 18531 0.46% 股份
TRUIST FINANCIAL CORP $773477 18379 0.44% 股份
CRA Financial Services, LLC $753011 17525 0.43% 股份
Grantvest Financial Group LLC $735930 17127 0.42% 股份
Heritage Wealth Partners, LLC $705382 20375 0.41% 股份
Prime Capital Investment Advisors, LLC $685208 15947 0.39% 股份
WPWealth LLP $679670 16150 0.39% 股份
Steward Partners Investment Advisory, LLC $642130 15258 0.37% 股份
JANE STREET GROUP, LLC $629883 14967 0.36% 股份
Keystone Wealth Services, LLC $609472 14482 0.35% 股份
Lantz Financial LLC $591022 13755 0.34% 股份
IMG Wealth Management, Inc. $576485 13417 0.33% 股份
Onyx Bridge Wealth Group LLC $559054 13011 0.32% 股份
Vantage Point Financial LLC $501272 11911 0.29% 股份
Chicago Partners Investment Group LLC $484297 11272 0.28% 股份
CITADEL ADVISORS LLC $472949 11238 0.27% 股份
Farther Finance Advisors, LLC $466845 10865 0.27% 股份
Lakeridge Wealth Management LLC $451402 10726 0.26% 股份
WealthShield Partners, LLC $449550 10682 0.26% 股份
Cornerstone Wealth Group, LLC $424804 10094 0.24% 股份
Accurate Wealth Management, LLC $421469 9705 0.24% 股份
Integrity Advisory Solutions, LLC $418254 9938 0.24% 股份
Cresset Asset Management, LLC $390799 9286 0.22% 股份
Advance Capital Management, Inc. $386507 9184 0.22% 股份
Creative Planning $385202 9153 0.22% 股份
SageView Advisory Group, LLC $382046 9078 0.22% 股份
O'Connor Financial Group LLC $374808 8723 0.22% 股份
First Commonwealth Financial Corp /PA/ $367232 8726 0.21% 股份
Diligent Investors, LLC $365226 8500 0.21% 股份
Advisory Services Network, LLC $358563 8520 0.21% 股份
Trek Financial, LLC $338530 8044 0.19% 股份
Sterling Financial Planning, Inc. $328640 7809 0.19% 股份
Bluesphere Advisors LLC $305415 7108 0.18% 股份
EVOLUTION WEALTH MANAGEMENT INC. $302674 7192 0.17% 股份
Simplicity Wealth,LLC $296950 6911 0.17% 股份
4J Wealth Management LLC $288281 6850 0.17% 股份
TOUNJIAN ADVISORY PARTNERS, LLC $280790 6672 0.16% 股份
H D Vest Advisory Services $279778 7476 0.16% 股份
Kingsview Wealth Management, LLC $269301 6399 0.15% 股份
AXXCESS WEALTH MANAGEMENT, LLC $253037 5889 0.15% 股份
Beacon Pointe Advisors, LLC $252972 6011 0.15% 股份
Gallagher Fiduciary Advisors, LLC $252888 6009 0.15% 股份
Octavia Wealth Advisors, LLC $230330 5473 0.13% 股份
WEALTH ALLIANCE, LLC $217073 5158 0.12% 股份
Chris Bulman Inc $211187 4915 0.12% 股份
Interchange Capital Partners, LLC $210424 5000 0.12% 股份
MGO ONE SEVEN LLC $208109 4945 0.12% 股份
FOUNDERS FINANCIAL SECURITIES LLC $203690 4840 0.12% 股份
RFG Advisory, LLC $203480 4835 0.12% 股份
AE Wealth Management LLC $125582 2984 0.07% 股份
Grove Bank & Trust $121427 2826 0.07% 股份
DHJJ Financial Advisors, Ltd. $85034 1979 0.05% 股份
Aptus Capital Advisors, LLC $75753 1800 0.04% 股份
UBS Group AG $61991 1473 0.04% 股份
Talon Private Wealth, LLC $54223 1288 0.03% 股份
ROYAL BANK OF CANADA $42000 1000 0.02% 股份
WELLS FARGO & COMPANY/MN $39644 942 0.02% 股份
Keating Financial Advisory Services, Inc. $31648 752 0.02% 股份
Orion Capital Management LLC $19149 455 0.01% 股份
CoreCap Advisors, LLC $10871 253 0.01% 股份
Cambridge Investment Research Advisors, Inc. $1386 32945 0.00% 股份
Triumph Capital Management $1289 30 0.00% 股份
ASSETMARK, INC $687 16 0.00% 股份
Wood Tarver Financial Group, LLC $235 5607 0.00% 股份