On this page, we present all of the funds holding UDEC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UDEC, with a link to that fund's top holdings. The next columns indicate the amount of UDEC stock held by each of the funds holding UDEC, followed by the UDEC 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 UDEC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Brookstone Capital Management. For more details on the positions held by Brookstone Capital Management (or by any of the other funds holding UDEC), click the fund name in the "Holder" column of the funds-holding-UDEC table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Brookstone Capital Management | 565,820 | $18,909 | 03/31/2024 |
UDEC | 565,820 | $18,909 | 03/31/2024 |
GWM Advisors LLC | 230,881 | $7,466 | 12/31/2023 |
UDEC | 230,881 | $7,466 | 12/31/2023 |
We Are One Seven LLC | 146,057 | $4,679 | 12/31/2023 |
UDEC | 146,057 | $4,679 | 12/31/2023 |
Commonwealth Equity Services LLC | 119,297 | $3,822 | 12/31/2023 |
UDEC | 119,297 | $3,822 | 12/31/2023 |
Milestone Asset Management LLC | 105,573 | $3,382 | 12/31/2023 |
UDEC | 105,573 | $3,382 | 12/31/2023 |
Foundations Investment Advisors LLC | 98,010 | $3,187 | 12/31/2023 |
UDEC | 98,010 | $3,187 | 12/31/2023 |
Advisor Group Holdings Inc. | 74,152 | $2,376 | 12/31/2023 |
UDEC | 74,152 | $2,376 | 12/31/2023 |
Arete Wealth Advisors LLC | 73,900 | $2,368 | 12/31/2023 |
UDEC | 73,900 | $2,368 | 12/31/2023 |
KFG Wealth Management LLC | 64,461 | $2,154 | 03/31/2024 |
UDEC | 64,461 | $2,154 | 03/31/2024 |
Castle Rock Wealth Management LLC | 58,017 | $1,844 | 12/31/2023 |
UDEC | 58,017 | $1,844 | 12/31/2023 |
Truist Financial Corp | 50,493 | $1,618 | 12/31/2023 |
UDEC | 50,493 | $1,618 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 49,522 | $1,587 | 12/31/2023 |
UDEC | 49,522 | $1,587 | 12/31/2023 |
Spire Wealth Management | 47,437 | $1,532 | 12/31/2023 |
UDEC | 47,437 | $1,532 | 12/31/2023 |
Strategic Blueprint LLC | 37,332 | $1,196 | 12/31/2023 |
UDEC | 37,332 | $1,196 | 12/31/2023 |
HighTower Advisors LLC | 33,689 | $1,078 | 12/31/2023 |
UDEC | 33,689 | $1,078 | 12/31/2023 |
BCJ Capital Management LLC | 32,815 | $1,051 | 12/31/2023 |
UDEC | 32,815 | $1,051 | 12/31/2023 |
Benchmark Investment Advisors LLC | 32,815 | $1,051 | 12/31/2023 |
UDEC | 32,815 | $1,051 | 12/31/2023 |
Berger Financial Group Inc | 29,870 | $998 | 03/31/2024 |
UDEC | 29,870 | $998 | 03/31/2024 |
Octavia Wealth Advisors LLC | 25,530 | $853 | 03/31/2024 |
UDEC | 25,530 | $853 | 03/31/2024 |
Envestnet Asset Management Inc. | 26,283 | $842 | 12/31/2023 |
UDEC | 26,283 | $842 | 12/31/2023 |
Garden State Investment Advisory Services LLC | 25,380 | $813 | 12/31/2023 |
UDEC | 25,380 | $813 | 12/31/2023 |
MML Investors Services LLC | 22,197 | $711 | 12/31/2023 |
UDEC | 22,197 | $711 | 12/31/2023 |
Lakeridge Wealth Management LLC | 20,152 | $646 | 12/31/2023 |
UDEC | 20,152 | $646 | 12/31/2023 |
Cetera Advisors LLC | 20,041 | $642 | 12/31/2023 |
UDEC | 20,041 | $642 | 12/31/2023 |
Archer Investment Corp | 20,047 | $642 | 12/31/2023 |
UDEC | 20,047 | $642 | 12/31/2023 |
Advisory Services Network LLC | 17,513 | $561 | 12/31/2023 |
UDEC | 17,513 | $561 | 12/31/2023 |
Alera Investment Advisors LLC | 17,294 | $554 | 12/31/2023 |
UDEC | 17,294 | $554 | 12/31/2023 |
Kestra Advisory Services LLC | 16,447 | $527 | 12/31/2023 |
UDEC | 16,447 | $527 | 12/31/2023 |
AE Wealth Management LLC | 15,628 | $507 | 12/31/2023 |
UDEC | 15,628 | $507 | 12/31/2023 |
Money Concepts Capital Corp | 15,387 | $493 | 12/31/2023 |
UDEC | 15,387 | $493 | 12/31/2023 |
Tradition Wealth Management LLC | 15,105 | $483 | 12/31/2023 |
UDEC | 15,105 | $483 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 14,141 | $453 | 12/31/2023 |
UDEC | 14,141 | $453 | 12/31/2023 |
Harbour Investments Inc. | 13,010 | $417 | 12/31/2023 |
UDEC | 13,010 | $417 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 12,451 | $399 | 12/31/2023 |
UDEC | 12,451 | $399 | 12/31/2023 |
Cetera Advisor Networks LLC | 12,069 | $387 | 12/31/2023 |
UDEC | 12,069 | $387 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 10,834 | $347 | 12/31/2023 |
UDEC | 10,834 | $347 | 12/31/2023 |
Susquehanna International Group LLP | 9,880 | $317 | 12/31/2023 |
UDEC | 9,880 | $317 | 12/31/2023 |
Compass Advisory Group LLC | 9,716 | $311 | 12/31/2023 |
UDEC | 9,716 | $311 | 12/31/2023 |
Ausdal Financial Partners Inc. | 8,902 | $298 | 03/31/2024 |
UDEC | 8,902 | $298 | 03/31/2024 |
Cetera Investment Advisers | 8,718 | $279 | 12/31/2023 |
UDEC | 8,718 | $279 | 12/31/2023 |
Maia Wealth LLC | 7,898 | $253 | 12/31/2023 |
UDEC | 7,898 | $253 | 12/31/2023 |
FC Advisory LLC | 7,858 | $252 | 12/31/2023 |
UDEC | 7,858 | $252 | 12/31/2023 |
Wealth Alliance | 7,866 | $252 | 12/31/2023 |
UDEC | 7,866 | $252 | 12/31/2023 |
Citadel Advisors LLC | 7,546 | $242 | 12/31/2023 |
UDEC | 7,546 | $242 | 12/31/2023 |
Cerity Partners LLC | 7,505 | $240 | 12/31/2023 |
UDEC | 7,505 | $240 | 12/31/2023 |
Continuum Advisory LLC | 6,799 | $218 | 12/31/2023 |
UDEC | 6,799 | $218 | 12/31/2023 |
Townsquare Capital LLC | 6,382 | $204 | 12/31/2023 |
UDEC | 6,382 | $204 | 12/31/2023 |
Atticus Wealth Management LLC | 4,415 | $148 | 03/31/2024 |
UDEC | 4,415 | $148 | 03/31/2024 |
Sugarloaf Wealth Management LLC | 3,850 | $123 | 12/31/2023 |
UDEC | 3,850 | $123 | 12/31/2023 |
Royal Bank of Canada | 3,675 | $118 | 12/31/2023 |
UDEC | 3,675 | $118 | 12/31/2023 |
Long Island Wealth Management Inc. | 3,065 | $98 | 12/31/2023 |
UDEC | 3,065 | $98 | 12/31/2023 |
IFP Advisors Inc | 2,954 | $95 | 12/31/2023 |
UDEC | 2,954 | $95 | 12/31/2023 |
WealthShield Partners LLC | 1,106 | $35 | 12/31/2023 |
UDEC | 1,106 | $35 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 960 | $32 | 03/31/2024 |
UDEC | 960 | $32 | 03/31/2024 |
Castleview Partners LLC | 432 | $14 | 12/31/2023 |
UDEC | 432 | $14 | 12/31/2023 |
SageView Advisory Group LLC | 407,848 | $13 | 12/31/2023 |
UDEC | 407,848 | $13 | 12/31/2023 |
Morgan Stanley | 107 | $3 | 12/31/2023 |
UDEC | 107 | $3 | 12/31/2023 |
SRS Capital Advisors Inc. | 57 | $2 | 12/31/2023 |
UDEC | 57 | $2 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
UDEC | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UDEC
See Details: Top 10 Hedge Funds Holding UDEC
Also See: UDEC Holdings Changes
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