UYG — 机构持有人 (13F)

85 家申报者 · $38.2M 总计 · 截至 2026年6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
Cassaday & Co Wealth Management LLC $3431443 40101 8.98% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $2458939 28736 6.44% 股份
TOTH FINANCIAL ADVISORY CORP $2395533 27995 6.27% 股份
Focus Partners Wealth $2093242 24429 5.48% 股份
CITADEL ADVISORS LLC $1540260 18000 4.03% 买入期权
JANE STREET GROUP, LLC $1514161 17695 3.96% 股份
SYNOVUS FINANCIAL CORP $1488750 15000 3.90% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1471804 17200 3.85% 买入期权
Pinnacle Financial Partners, Inc. $1283550 15000 3.36% 股份
Quantinno Capital Management LP $1086568 12698 2.84% 股份
Integrated Advisors Network LLC $1000742 11695 2.62% 股份
Waverly Advisors, LLC $877093 10250 2.30% 股份
Chicago Partners Investment Group LLC $874602 9489 2.29% 股份
CIBC Private Wealth Group LLC $708646 7140 1.86% 股份
Capital Investment Counsel, Inc $646481 7555 1.69% 股份
TRUIST FINANCIAL CORP $625859 7314 1.64% 股份
Savant Capital, LLC $613531 7689 1.61% 股份
Summit Financial, LLC $601713 7032 1.58% 股份
CIBC Bancorp USA Inc. $582366 6806 1.52% 股份
BLAIR WILLIAM & CO/IL $523261 6115 1.37% 股份
BANK OF AMERICA CORP /DE/ $498017 5820 1.30% 股份
Creative Planning $478219 5589 1.25% 股份
Coastal Bridge Advisors, LLC $469266 5484 1.23% 股份
INDEPENDENT FINANCIAL GROUP, LLC $463186 5413 1.21% 股份
XTX Topco Ltd $449243 5250 1.18% 股份
DIMENSION CAPITAL MANAGEMENT LLC $427850 5000 1.12% 股份
Cerity Partners LLC $427850 5000 1.12% 股份
WOLVERINE TRADING, LLC $420210 4200 1.10% 买入期权
Bryn Mawr Trust Advisors, LLC $419077 4897 1.10% 股份
Arax Advisory Partners $357854 4182 0.94% 股份
ENVESTNET ASSET MANAGEMENT INC $352291 4117 0.92% 股份
KENNEDY INVESTMENT GROUP, INC. $350837 4100 0.92% 股份
Texas Capital Bank Wealth Management Services Inc $327648 3829 0.86% 股份
Wealthspire Advisors, LLC $325272 3801 0.85% 股份
Summit Trail Advisors, LLC $309828 3621 0.81% 股份
BANK OF MONTREAL /CAN/ $306255 3579 0.80% 股份
Lido Advisors, LLC $302404 3534 0.79% 股份
LAZARI CAPITAL MANAGEMENT, INC. $300351 3510 0.79% 股份
MERCER GLOBAL ADVISORS INC /ADV $279095 3262 0.73% 股份
LOWERY THOMAS, LLC $277413 3242 0.73% 股份
HighTower Advisors, LLC $262050 3062 0.69% 股份
Private Advisor Group, LLC $256710 3000 0.67% 股份
Glenmede Investment Management, LP $244452 2463 0.64% 股份
Kestra Advisory Services, LLC $234081 2736 0.61% 股份
Sanctuary Advisors, LLC $224788 2627 0.59% 股份
LPL Financial LLC $224232 2620 0.59% 股份
GOLDMAN SACHS GROUP INC $217177 2538 0.57% 股份
DIVERSIFY WEALTH MANAGEMENT, LLC $211943 2215 0.55% 股份
Diversify Advisory Services, LLC $211943 2215 0.55% 股份
United Advisor Group, LLC $211369 2470 0.55% 股份
GREAT VALLEY ADVISOR GROUP, INC. $211000 2465 0.55% 股份
GLENMEDE TRUST CO NA $210758 2463 0.55% 股份
Sollinda Capital Management LLC $209989 2454 0.55% 股份
B. Riley Wealth Advisors, Inc. $202345 2357 0.53% 股份
Parisi Gray Wealth Management $201584 2356 0.53% 股份
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $190736 2229 0.50% 股份
HARBOR INVESTMENT ADVISORY, LLC $179697 2100 0.47% 股份
PNC Financial Services Group, Inc. $128355 1500 0.34% 股份
EP Wealth Advisors, LLC $115434 1349 0.30% 股份
CWM, LLC $111185 1515 0.29% 股份
Strategic Investment Solutions, Inc. /IL $102684 1200 0.27% 股份
Ameritas Advisory Services, LLC $102684 1200 0.27% 股份
NewEdge Advisors, LLC $96921 1133 0.25% 股份
Farther Finance Advisors, LLC $64178 750 0.17% 股份
Spire Wealth Management $54303 635 0.14% 股份
Main Street Group, LTD $51342 600 0.13% 股份
MCF Advisors LLC $48433 566 0.13% 股份
Steward Partners Investment Advisory, LLC $42785 500 0.11% 股份
Hartford Financial Management Inc. $35940 420 0.09% 股份
Plante Moran Financial Advisors, LLC $31832 372 0.08% 股份
Steigerwald, Gordon & Koch Inc. $25671 300 0.07% 股份
US BANCORP \DE\ $25671 300 0.07% 股份
Geneos Wealth Management Inc. $19607 229 0.05% 股份
VIMA LLC $19339 226 0.05% 股份
JPMORGAN CHASE & CO $18546 216 0.05% 股份
Colonial Trust Advisors $12836 150 0.03% 股份
VALLEY NATIONAL ADVISERS INC $10269 120 0.03% 股份
Ashton Thomas Private Wealth, LLC $6418 75 0.02% 股份
ASSETMARK, INC $3936 46 0.01% 股份
Phillip James Consulting Co. $3252 38 0.01% 股份
ROANOKE ASSET MANAGEMENT CORP/ NY $1198 13440 0.00% 股份
WELLS FARGO & COMPANY/MN $191 2 0.00% 股份
MORGAN STANLEY $127 1 0.00% 股份
Russell Investments Group, Ltd. $86 1 0.00% 股份
HAZLETT, BURT & WATSON, INC. $6 67 0.00% 股份