On this page, we present all of the funds holding UAPR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UAPR, with a link to that fund's top holdings. The next columns indicate the amount of UAPR stock held by each of the funds holding UAPR, followed by the UAPR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 58 funds holding UAPR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Commonwealth Equity Services LLC. For more details on the positions held by Commonwealth Equity Services LLC (or by any of the other funds holding UAPR), click the fund name in the "Holder" column of the funds-holding-UAPR table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Commonwealth Equity Services LLC | 213,488 | $5,858 | 12/31/2023 |
UAPR | 213,488 | $5,858 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 137,794 | $3,781 | 12/31/2023 |
UAPR | 137,794 | $3,781 | 12/31/2023 |
SageView Advisory Group LLC | 133,307 | $3,658 | 12/31/2023 |
UAPR | 133,307 | $3,658 | 12/31/2023 |
Advisor Group Holdings Inc. | 118,698 | $3,257 | 12/31/2023 |
UAPR | 118,698 | $3,257 | 12/31/2023 |
Worth Financial Advisory Group LLC | 95,600 | $2,623 | 12/31/2023 |
UAPR | 95,600 | $2,623 | 12/31/2023 |
Comprehensive Financial Consultants Institutional Inc. | 83,565 | $2,293 | 12/31/2023 |
UAPR | 83,565 | $2,293 | 12/31/2023 |
KFG Wealth Management LLC | 81,866 | $2,246 | 12/31/2023 |
UAPR | 81,866 | $2,246 | 12/31/2023 |
Pensionmark Financial Group LLC | 66,025 | $1,812 | 12/31/2023 |
UAPR | 66,025 | $1,812 | 12/31/2023 |
Strategic Blueprint LLC | 59,001 | $1,619 | 12/31/2023 |
UAPR | 59,001 | $1,619 | 12/31/2023 |
Brookstone Capital Management | 52,394 | $1,475 | 03/31/2024 |
UAPR | 52,394 | $1,475 | 03/31/2024 |
Truist Financial Corp | 53,253 | $1,461 | 12/31/2023 |
UAPR | 53,253 | $1,461 | 12/31/2023 |
TriaGen Wealth Management LLC | 49,148 | $1,349 | 12/31/2023 |
UAPR | 49,148 | $1,349 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 47,772 | $1,311 | 12/31/2023 |
UAPR | 47,772 | $1,311 | 12/31/2023 |
Cetera Advisors LLC | 36,523 | $1,002 | 12/31/2023 |
UAPR | 36,523 | $1,002 | 12/31/2023 |
Centaurus Financial Inc. | 31,571 | $866 | 12/31/2023 |
UAPR | 31,571 | $866 | 12/31/2023 |
Archer Investment Corp | 28,938 | $794 | 12/31/2023 |
UAPR | 28,938 | $794 | 12/31/2023 |
Milestone Asset Management LLC | 23,591 | $647 | 12/31/2023 |
UAPR | 23,591 | $647 | 12/31/2023 |
Foundations Investment Advisors LLC | 23,237 | $645 | 12/31/2023 |
UAPR | 23,237 | $645 | 12/31/2023 |
We Are One Seven LLC | 21,872 | $600 | 12/31/2023 |
UAPR | 21,872 | $600 | 12/31/2023 |
Delta Investment Management LLC | 21,178 | $581 | 12/31/2023 |
UAPR | 21,178 | $581 | 12/31/2023 |
Soltis Investment Advisors LLC | 20,712 | $568 | 12/31/2023 |
UAPR | 20,712 | $568 | 12/31/2023 |
BCS Wealth Management | 18,875 | $532 | 03/31/2024 |
UAPR | 18,875 | $532 | 03/31/2024 |
Citadel Advisors LLC | 18,863 | $518 | 12/31/2023 |
UAPR | 18,863 | $518 | 12/31/2023 |
Susquehanna International Group LLP | 18,009 | $494 | 12/31/2023 |
UAPR | 18,009 | $494 | 12/31/2023 |
LPL Financial LLC | 17,582 | $482 | 12/31/2023 |
UAPR | 17,582 | $482 | 12/31/2023 |
Townsquare Capital LLC | 16,746 | $460 | 12/31/2023 |
UAPR | 16,746 | $460 | 12/31/2023 |
Arete Wealth Advisors LLC | 15,443 | $424 | 12/31/2023 |
UAPR | 15,443 | $424 | 12/31/2023 |
Advisory Services Network LLC | 14,979 | $411 | 12/31/2023 |
UAPR | 14,979 | $411 | 12/31/2023 |
Envestnet Asset Management Inc. | 13,880 | $381 | 12/31/2023 |
UAPR | 13,880 | $381 | 12/31/2023 |
Stratos Wealth Advisors LLC | 12,781 | $360 | 03/31/2024 |
UAPR | 12,781 | $360 | 03/31/2024 |
Spire Wealth Management | 12,100 | $334 | 12/31/2023 |
UAPR | 12,100 | $334 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 12,024 | $330 | 12/31/2023 |
UAPR | 12,024 | $330 | 12/31/2023 |
Money Concepts Capital Corp | 11,486 | $315 | 12/31/2023 |
UAPR | 11,486 | $315 | 12/31/2023 |
Avantax Advisory Services Inc. | 11,425 | $314 | 12/31/2023 |
UAPR | 11,425 | $314 | 12/31/2023 |
AE Wealth Management LLC | 11,238 | $312 | 12/31/2023 |
UAPR | 11,238 | $312 | 12/31/2023 |
McAdam LLC | 11,112 | $305 | 12/31/2023 |
UAPR | 11,112 | $305 | 12/31/2023 |
OLD Mission Capital LLC | 10,685 | $293 | 12/31/2023 |
UAPR | 10,685 | $293 | 12/31/2023 |
Outlook Wealth Advisors LLC | 10,188 | $280 | 12/31/2023 |
UAPR | 10,188 | $280 | 12/31/2023 |
Kestra Advisory Services LLC | 9,943 | $273 | 12/31/2023 |
UAPR | 9,943 | $273 | 12/31/2023 |
Cetera Investment Advisers | 9,196 | $252 | 12/31/2023 |
UAPR | 9,196 | $252 | 12/31/2023 |
RFG Advisory LLC | 8,151 | $230 | 03/31/2024 |
UAPR | 8,151 | $230 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 8,227 | $226 | 12/31/2023 |
UAPR | 8,227 | $226 | 12/31/2023 |
MML Investors Services LLC | 7,589 | $208 | 12/31/2023 |
UAPR | 7,589 | $208 | 12/31/2023 |
Royal Bank of Canada | 5,669 | $156 | 12/31/2023 |
UAPR | 5,669 | $156 | 12/31/2023 |
Harbour Investments Inc. | 4,233 | $116 | 12/31/2023 |
UAPR | 4,233 | $116 | 12/31/2023 |
IFP Advisors Inc | 3,877 | $106 | 12/31/2023 |
UAPR | 3,877 | $106 | 12/31/2023 |
Principal Securities Inc. | 2,899 | $80 | 12/31/2023 |
UAPR | 2,899 | $80 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 2,808 | $79 | 03/31/2024 |
UAPR | 2,808 | $79 | 03/31/2024 |
CWM LLC | 2,587 | $73 | 03/31/2024 |
UAPR | 2,587 | $73 | 03/31/2024 |
UBS Group AG | 2,309 | $63 | 12/31/2023 |
UAPR | 2,309 | $63 | 12/31/2023 |
Castleview Partners LLC | 2,247 | $62 | 12/31/2023 |
UAPR | 2,247 | $62 | 12/31/2023 |
Evergreen Private Wealth LLC | 816 | $23 | 03/31/2024 |
UAPR | 816 | $23 | 03/31/2024 |
JPMorgan Chase & Co. | 659 | $18 | 12/31/2023 |
UAPR | 659 | $18 | 12/31/2023 |
Wells Fargo & Company MN | 489 | $13 | 12/31/2023 |
UAPR | 489 | $13 | 12/31/2023 |
Legend Financial Advisors Inc. | 334 | $9 | 03/31/2024 |
UAPR | 334 | $9 | 03/31/2024 |
Larson Financial Group LLC | 201 | $6 | 12/31/2023 |
UAPR | 201 | $6 | 12/31/2023 |
WealthShield Partners LLC | 200 | $5 | 12/31/2023 |
UAPR | 200 | $5 | 12/31/2023 |
Integrity Financial Corp WA | 114 | $3 | 12/31/2023 |
UAPR | 114 | $3 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
UAPR | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UAPR
See Details: Top 10 Hedge Funds Holding UAPR
Also See: UAPR Holdings Changes
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