ULST — 机构持有人 (13F)

120 家申报者 · $459.7M 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
CWM, LLC $159970526 3949890 34.80% 股份
LPL Financial LLC $55976621 1384703 12.18% 股份
MORGAN STANLEY $31015167 767227 6.75% 股份
BIP Wealth, LLC $26886737 665102 5.85% 股份
Avestar Capital, LLC $25415993 628720 5.53% 股份
PTM WEALTH MANAGEMENT, LLC $20796004 515263 4.52% 股份
AQR CAPITAL MANAGEMENT LLC $14469453 357933 3.15% 股份
RAYMOND JAMES FINANCIAL INC $11038965 273073 2.40% 股份
BANK OF AMERICA CORP /DE/ $11013984 272455 2.40% 股份
Stablepoint Partners, LLC $8927440 220840 1.94% 股份
ORBA Wealth Advisors, L.L.C. $6388629 158037 1.39% 股份
Norris Financial Group, LLC $4976844 123113 1.08% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $4825460 119635 1.05% 股份
David Kennon Inc $4289387 106107 0.93% 股份
Kraft, Davis & Associates, LLC $4228387 104871 0.92% 股份
WT Wealth Management $3206975 79331 0.70% 股份
UBS Group AG $2989954 73963 0.65% 股份
VERUS CAPITAL PARTNERS, LLC $2924014 72332 0.64% 股份
BridgePort Financial Solutions, LLC $2782416 68829 0.61% 股份
ROYAL BANK OF CANADA $2399000 59350 0.52% 股份
Focus Partners Wealth $2287890 56596 0.50% 股份
Cannon Wealth Management Services, LLC $2171186 53709 0.47% 股份
Elmwood Wealth Management, Inc. $2015147 49849 0.44% 股份
OSAIC HOLDINGS, INC. $1960749 48492 0.43% 股份
Barnes Wealth Management Group, Inc $1927747 47687 0.42% 股份
Global View Capital Management LLC $1856761 45931 0.40% 股份
MML INVESTORS SERVICES, LLC $1686532 41720 0.37% 股份
CITADEL ADVISORS LLC $1623711 40166 0.35% 股份
Equitable Holdings, Inc. $1550881 38364 0.34% 股份
Congress Wealth Management LLC / DE / $1429753 35163 0.31% 股份
Sanctuary Advisors, LLC $1351004 33420 0.29% 股份
CGN Advisors LLC $1316332 32562 0.29% 股份
Authentikos Wealth Advisory, LLC $1237086 30602 0.27% 股份
Fiduciary Trust Co $1165857 28840 0.25% 股份
ENVESTNET ASSET MANAGEMENT INC $1143847 28296 0.25% 股份
Ameliora Wealth Management Ltd. $1122481 27767 0.24% 股份
Stratos Wealth Partners, LTD. $1078140 26670 0.23% 股份
Coppell Advisory Solutions LLC $1003886 49579 0.22% 股份
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $998498 24700 0.22% 股份
Valmark Advisers, Inc. $954839 23620 0.21% 股份
GOLDMAN SACHS GROUP INC $895575 22154 0.19% 股份
Steward Partners Investment Advisory, LLC $876616 21685 0.19% 股份
Crews Bank & Trust $859031 21250 0.19% 股份
NAPLES GLOBAL ADVISORS, LLC $842862 20850 0.18% 股份
Wealthcare Advisory Partners LLC $817822 20231 0.18% 股份
Savant Capital, LLC $811820 20063 0.18% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $810077 20039 0.18% 股份
SALEM INVESTMENT COUNSELORS INC $743659 18396 0.16% 股份
KINGSWOOD WEALTH ADVISORS, LLC $708383 17523 0.15% 股份
Fifth Third Securities, Inc. $681080 16848 0.15% 股份
McAdam, LLC $640831 15852 0.14% 股份
Perennial Investment Advisors, LLC $616436 15250 0.13% 股份
TKG Advisors, LLC $572477 14161 0.12% 股份
Orion Portfolio Solutions, LLC $564872 13896 0.12% 股份
Western Wealth Management, LLC $537734 13302 0.12% 股份
CAPTRUST FINANCIAL ADVISORS $518974 12838 0.11% 股份
Golden State Wealth Management, LLC $510527 12629 0.11% 股份
G&S Capital LLC $500008 12300 0.11% 股份
STIFEL FINANCIAL CORP $486112 12025 0.11% 股份
Penobscot Investment Management Company, Inc. $472973 11700 0.10% 股份
HARBOUR INVESTMENTS, INC. $466631 11543 0.10% 股份
OPPENHEIMER & CO INC $458824 11350 0.10% 股份
Prestige Wealth Management Group LLC $453576 11220 0.10% 股份
Gladstone Institutional Advisory LLC $427414 10573 0.09% 股份
COMMONWEALTH EQUITY SERVICES, LLC $414440 10252 0.09% 股份
Trilogy Capital Inc. $409315 10125 0.09% 股份
JANE STREET GROUP, LLC $406110 10046 0.09% 股份
CATALYST PRIVATE WEALTH, LLC $404250 10000 0.09% 股份
NewEdge Advisors, LLC $399053 9871 0.09% 股份
FIFTH THIRD BANCORP $393901 9744 0.09% 股份
Destination Wealth Management $392365 9706 0.09% 股份
RICHARDSON FINANCIAL SERVICES INC. $388970 9622 0.08% 股份
COMERICA BANK $384675 9497 0.08% 股份
CAPSTONE WEALTH MANAGEMENT GROUP, LLC $375696 9294 0.08% 股份
Vise Technologies, Inc. $368393 9113 0.08% 股份
ZEGA Investments, LLC $324896 8037 0.07% 股份
Cetera Investment Advisers $298435 7382 0.06% 股份
TWO SIGMA SECURITIES, LLC $291505 7211 0.06% 股份
PNC Financial Services Group, Inc. $291172 7203 0.06% 股份
Wisconsin Wealth Advisors, LLC $290904 7196 0.06% 股份
Advisor Resource Council $279932 6942 0.06% 股份
January Capital Advisors LLC $273032 6754 0.06% 股份
Bouchey Financial Group, Ltd. $270444 6690 0.06% 股份
Winch Advisory Services, LLC $242893 6008 0.05% 股份
Worth Asset Management, LLC $239761 5931 0.05% 股份
OakTrust Wealth Advisors, LLC $234733 5807 0.05% 股份
AMERIPRISE FINANCIAL INC $230786 5709 0.05% 股份
Cape Investment Advisory, Inc. $229512 5677 0.05% 股份
Modern Wealth Management, LLC $220518 5455 0.05% 股份
Tower Research Capital LLC (TRC) $220033 5443 0.05% 股份
Merit Financial Group, LLC $210346 5203 0.05% 股份
United Advisor Group, LLC $208793 5165 0.05% 股份
LANE BROTHERS & CO INC $203095 5024 0.04% 股份
Bank of New York Mellon Corp $202312 5005 0.04% 股份
ANGELES WEALTH MANAGEMENT, LLC $202125 5000 0.04% 股份
PRIVATE TRUST CO NA $144924 3585 0.03% 股份
Ameritas Advisory Services, LLC $87924 2175 0.02% 股份
Glen Eagle Advisors, LLC $76854 1901 0.02% 股份
Tidemark, LLC $64680 1600 0.01% 股份
Qube Research & Technologies Ltd $52957 1310 0.01% 股份
JPMORGAN CHASE & CO $52916 1309 0.01% 股份
Aptus Capital Advisors, LLC $52674 1303 0.01% 股份
Continuum Advisory, LLC $45276 1120 0.01% 股份
ROTHSCHILD INVESTMENT LLC $40506 1002 0.01% 股份
Synergy Investment Management, LLC $31168 771 0.01% 股份
Blue Trust, Inc. $26484 655 0.01% 股份
Collier Financial $21435 530 0.00% 股份
ASSETMARK, INC $15725 389 0.00% 股份
AE Wealth Management LLC $7681 190 0.00% 股份
MCGUIRE CAPITAL ADVISORS INC $7357 182 0.00% 股份
TD Capital Management LLC $5093 126 0.00% 股份
REDMONT WEALTH ADVISORS LLC $2754 68 0.00% 股份
Thrivent Financial for Lutherans $1837 45432 0.00% 股份
TD Waterhouse Canada Inc. $1531 38 0.00% 股份
Wealth Enhancement Trust Services, Inc. $526 13 0.00% 股份
FLOW TRADERS U.S. LLC $369 9130 0.00% 股份
CENTAURUS FINANCIAL, INC. $362 8955 0.00% 股份
HUNTINGTON NATIONAL BANK $81 2 0.00% 股份
CX Institutional $40 985 0.00% 股份
WELLS FARGO & COMPANY/MN $15 0 0.00% 股份