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Funds Holding UAPR

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Commonwealth Equity Services LLC213,488$5,858 12/31/2023
     UAPR213,488$5,858 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors137,794$3,781 12/31/2023
     UAPR137,794$3,781 12/31/2023
SageView Advisory Group LLC133,307$3,658 12/31/2023
     UAPR133,307$3,658 12/31/2023
Advisor Group Holdings Inc.118,698$3,257 12/31/2023
     UAPR118,698$3,257 12/31/2023
Worth Financial Advisory Group LLC95,600$2,623 12/31/2023
     UAPR95,600$2,623 12/31/2023
Comprehensive Financial Consultants Institutional Inc.83,565$2,293 12/31/2023
     UAPR83,565$2,293 12/31/2023
KFG Wealth Management LLC81,866$2,246 12/31/2023
     UAPR81,866$2,246 12/31/2023
Pensionmark Financial Group LLC66,025$1,812 12/31/2023
     UAPR66,025$1,812 12/31/2023
Strategic Blueprint LLC59,001$1,619 12/31/2023
     UAPR59,001$1,619 12/31/2023
Brookstone Capital Management52,394$1,475 03/31/2024
     UAPR52,394$1,475 03/31/2024
Truist Financial Corp53,253$1,461 12/31/2023
     UAPR53,253$1,461 12/31/2023
TriaGen Wealth Management LLC49,148$1,349 12/31/2023
     UAPR49,148$1,349 12/31/2023
Cambridge Investment Research Advisors Inc.47,772$1,311 12/31/2023
     UAPR47,772$1,311 12/31/2023
Cetera Advisors LLC36,523$1,002 12/31/2023
     UAPR36,523$1,002 12/31/2023
Centaurus Financial Inc.31,571$866 12/31/2023
     UAPR31,571$866 12/31/2023
Archer Investment Corp28,938$794 12/31/2023
     UAPR28,938$794 12/31/2023
Milestone Asset Management LLC23,591$647 12/31/2023
     UAPR23,591$647 12/31/2023
Foundations Investment Advisors LLC23,237$645 12/31/2023
     UAPR23,237$645 12/31/2023
We Are One Seven LLC21,872$600 12/31/2023
     UAPR21,872$600 12/31/2023
Delta Investment Management LLC21,178$581 12/31/2023
     UAPR21,178$581 12/31/2023
Soltis Investment Advisors LLC20,712$568 12/31/2023
     UAPR20,712$568 12/31/2023
BCS Wealth Management18,875$532 03/31/2024
     UAPR18,875$532 03/31/2024
Citadel Advisors LLC18,863$518 12/31/2023
     UAPR18,863$518 12/31/2023
Susquehanna International Group LLP18,009$494 12/31/2023
     UAPR18,009$494 12/31/2023
LPL Financial LLC17,582$482 12/31/2023
     UAPR17,582$482 12/31/2023
Townsquare Capital LLC16,746$460 12/31/2023
     UAPR16,746$460 12/31/2023
Arete Wealth Advisors LLC15,443$424 12/31/2023
     UAPR15,443$424 12/31/2023
Advisory Services Network LLC14,979$411 12/31/2023
     UAPR14,979$411 12/31/2023
Envestnet Asset Management Inc.13,880$381 12/31/2023
     UAPR13,880$381 12/31/2023
Stratos Wealth Advisors LLC12,781$360 03/31/2024
     UAPR12,781$360 03/31/2024
Spire Wealth Management12,100$334 12/31/2023
     UAPR12,100$334 12/31/2023
Raymond James Financial Services Advisors Inc.12,024$330 12/31/2023
     UAPR12,024$330 12/31/2023
Money Concepts Capital Corp11,486$315 12/31/2023
     UAPR11,486$315 12/31/2023
Avantax Advisory Services Inc.11,425$314 12/31/2023
     UAPR11,425$314 12/31/2023
AE Wealth Management LLC11,238$312 12/31/2023
     UAPR11,238$312 12/31/2023
McAdam LLC11,112$305 12/31/2023
     UAPR11,112$305 12/31/2023
OLD Mission Capital LLC10,685$293 12/31/2023
     UAPR10,685$293 12/31/2023
Outlook Wealth Advisors LLC10,188$280 12/31/2023
     UAPR10,188$280 12/31/2023
Kestra Advisory Services LLC9,943$273 12/31/2023
     UAPR9,943$273 12/31/2023
Cetera Investment Advisers9,196$252 12/31/2023
     UAPR9,196$252 12/31/2023
RFG Advisory LLC8,151$230 03/31/2024
     UAPR8,151$230 03/31/2024
Steward Partners Investment Advisory LLC8,227$226 12/31/2023
     UAPR8,227$226 12/31/2023
MML Investors Services LLC7,589$208 12/31/2023
     UAPR7,589$208 12/31/2023
Royal Bank of Canada5,669$156 12/31/2023
     UAPR5,669$156 12/31/2023
Harbour Investments Inc.4,233$116 12/31/2023
     UAPR4,233$116 12/31/2023
IFP Advisors Inc3,877$106 12/31/2023
     UAPR3,877$106 12/31/2023
Principal Securities Inc.2,899$80 12/31/2023
     UAPR2,899$80 12/31/2023
DHJJ Financial Advisors Ltd.2,808$79 03/31/2024
     UAPR2,808$79 03/31/2024
CWM LLC2,587$73 03/31/2024
     UAPR2,587$73 03/31/2024
UBS Group AG2,309$63 12/31/2023
     UAPR2,309$63 12/31/2023
Castleview Partners LLC2,247$62 12/31/2023
     UAPR2,247$62 12/31/2023
Evergreen Private Wealth LLC816$23 03/31/2024
     UAPR816$23 03/31/2024
JPMorgan Chase & Co.659$18 12/31/2023
     UAPR659$18 12/31/2023
Wells Fargo & Company MN489$13 12/31/2023
     UAPR489$13 12/31/2023
Legend Financial Advisors Inc.334$9 03/31/2024
     UAPR334$9 03/31/2024
Larson Financial Group LLC201$6 12/31/2023
     UAPR201$6 12/31/2023
WealthShield Partners LLC200$5 12/31/2023
     UAPR200$5 12/31/2023
Integrity Financial Corp WA114$3 12/31/2023
     UAPR114$3 12/31/2023
Proequities Inc.0$0 12/31/2023
     UAPR0$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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