UMAY — 机构持有人 (13F)

65 家申报者 · $132.8M 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 $52175645 1345767 39.30% 股份
Talon Private Wealth, LLC $28091526 739204 21.16% 股份
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $6955994 179416 5.24% 股份
Cerity Partners LLC $3178825 83648 2.39% 股份
Concurrent Investment Advisors, LLC $2529867 65253 1.91% 股份
CENTRAL VALLEY ADVISORS, LLC $2524908 65125 1.90% 股份
OSAIC HOLDINGS, INC. $2512189 66110 1.89% 股份
ENVESTNET ASSET MANAGEMENT INC $2396583 63064 1.81% 股份
Kestra Advisory Services, LLC $2197983 57838 1.66% 股份
Spire Wealth Management $2191138 57662 1.65% 股份
Cetera Investment Advisers $2137422 56244 1.61% 股份
COMMONWEALTH EQUITY SERVICES, LLC $2067180 54396 1.56% 股份
Castle Rock Wealth Management, LLC $1844201 47094 1.39% 股份
KFG WEALTH MANAGEMENT, LLC $1415841 36519 1.07% 股份
O'Connor Financial Group LLC $1296824 33449 0.98% 股份
Lantz Financial LLC $1153956 29764 0.87% 股份
MML INVESTORS SERVICES, LLC $1055859 27784 0.80% 股份
OLD MISSION CAPITAL LLC $920798 24230 0.69% 股份
Foundations Investment Advisors, LLC $900771 23703 0.68% 股份
TRUIST FINANCIAL CORP $879452 23142 0.66% 股份
SteelPeak Wealth, LLC $792967 20453 0.60% 股份
IMG Wealth Management, Inc. $733767 18926 0.55% 股份
Trek Financial, LLC $729760 19203 0.55% 股份
LPL Financial LLC $723680 19043 0.55% 股份
RAYMOND JAMES FINANCIAL INC $717599 18883 0.54% 股份
MONEY CONCEPTS CAPITAL CORP $693734 18255 0.52% 股份
CITADEL ADVISORS LLC $642203 16899 0.48% 股份
Arkadios Wealth Advisors $606366 15956 0.46% 股份
Merit Financial Group, LLC $595498 15670 0.45% 股份
Atria Investments, Inc $592215 15275 0.45% 股份
Allworth Financial LP $583793 15362 0.44% 股份
MILESTONE ASSET MANAGEMENT, LLC $519986 13412 0.39% 股份
Advisory Services Network, LLC $498021 13105 0.38% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $455891 11669 0.34% 股份
WEALTH ALLIANCE, LLC $426387 11220 0.32% 股份
MORGAN STANLEY $363113 9555 0.27% 股份
Virtue Capital Management, LLC $349660 9201 0.26% 股份
Steward Partners Investment Advisory, LLC $349394 9194 0.26% 股份
AE Wealth Management LLC $341110 8976 0.26% 股份
Beacon Pointe Advisors, LLC $294633 7753 0.22% 股份
Strategic Blueprint, LLC $284845 7347 0.21% 股份
Allegiance Financial Group Advisory Services LLC $279508 7355 0.21% 股份
WealthShield Partners, LLC $259974 6841 0.20% 股份
Sequoia Financial Advisors, LLC $248064 6528 0.19% 股份
ROYAL BANK OF CANADA $219000 5767 0.16% 股份
Bedel Financial Consulting, Inc. $217450 5722 0.16% 股份
Triad Wealth Partners, LLC $214205 5525 0.16% 股份
Chris Bulman Inc $211879 5465 0.16% 股份
KINGSWOOD WEALTH ADVISORS, LLC $207614 5355 0.16% 股份
Foundry Financial Group, Inc. $204263 5375 0.15% 股份
FOUNDERS FINANCIAL SECURITIES LLC $202515 5329 0.15% 股份
Savvy Advisors, Inc. $201869 5312 0.15% 股份
TOUNJIAN ADVISORY PARTNERS, LLC $165500 4355 0.12% 股份
Capital Investment Advisory Services, LLC $121570 3199 0.09% 股份
EVOLUTION WEALTH MANAGEMENT INC. $87938 2314 0.07% 股份
Continuum Advisory, LLC $61830 1627 0.05% 股份
Noble Wealth Management PBC $27139 700 0.02% 股份
CoreCap Advisors, LLC $23921 617 0.02% 股份
CREATIVE FINANCIAL DESIGNS INC /ADV $20027 527 0.02% 股份
Archer Investment Corp $17747 467 0.01% 股份
Financial Network Wealth Advisors LLC $17557 462 0.01% 股份
CWM, LLC $11045 300 0.01% 股份
Larson Financial Group LLC $7068 186 0.01% 股份
Keating Financial Advisory Services, Inc. $2356 62 0.00% 股份
Wood Tarver Financial Group, LLC $1246 32789 0.00% 股份