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Funds Holding UDEC

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Brookstone Capital Management565,820$18,909 03/31/2024
     UDEC565,820$18,909 03/31/2024
GWM Advisors LLC230,881$7,466 12/31/2023
     UDEC230,881$7,466 12/31/2023
We Are One Seven LLC146,057$4,679 12/31/2023
     UDEC146,057$4,679 12/31/2023
Commonwealth Equity Services LLC119,297$3,822 12/31/2023
     UDEC119,297$3,822 12/31/2023
Milestone Asset Management LLC105,573$3,382 12/31/2023
     UDEC105,573$3,382 12/31/2023
Foundations Investment Advisors LLC98,010$3,187 12/31/2023
     UDEC98,010$3,187 12/31/2023
Advisor Group Holdings Inc.74,152$2,376 12/31/2023
     UDEC74,152$2,376 12/31/2023
Arete Wealth Advisors LLC73,900$2,368 12/31/2023
     UDEC73,900$2,368 12/31/2023
KFG Wealth Management LLC64,461$2,154 03/31/2024
     UDEC64,461$2,154 03/31/2024
Castle Rock Wealth Management LLC58,017$1,844 12/31/2023
     UDEC58,017$1,844 12/31/2023
Truist Financial Corp50,493$1,618 12/31/2023
     UDEC50,493$1,618 12/31/2023
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors49,522$1,587 12/31/2023
     UDEC49,522$1,587 12/31/2023
Spire Wealth Management47,437$1,532 12/31/2023
     UDEC47,437$1,532 12/31/2023
Strategic Blueprint LLC37,332$1,196 12/31/2023
     UDEC37,332$1,196 12/31/2023
HighTower Advisors LLC33,689$1,078 12/31/2023
     UDEC33,689$1,078 12/31/2023
BCJ Capital Management LLC32,815$1,051 12/31/2023
     UDEC32,815$1,051 12/31/2023
Benchmark Investment Advisors LLC32,815$1,051 12/31/2023
     UDEC32,815$1,051 12/31/2023
Berger Financial Group Inc29,870$998 03/31/2024
     UDEC29,870$998 03/31/2024
Octavia Wealth Advisors LLC25,530$853 03/31/2024
     UDEC25,530$853 03/31/2024
Envestnet Asset Management Inc.26,283$842 12/31/2023
     UDEC26,283$842 12/31/2023
Garden State Investment Advisory Services LLC25,380$813 12/31/2023
     UDEC25,380$813 12/31/2023
MML Investors Services LLC22,197$711 12/31/2023
     UDEC22,197$711 12/31/2023
Lakeridge Wealth Management LLC20,152$646 12/31/2023
     UDEC20,152$646 12/31/2023
Cetera Advisors LLC20,041$642 12/31/2023
     UDEC20,041$642 12/31/2023
Archer Investment Corp20,047$642 12/31/2023
     UDEC20,047$642 12/31/2023
Advisory Services Network LLC17,513$561 12/31/2023
     UDEC17,513$561 12/31/2023
Alera Investment Advisors LLC17,294$554 12/31/2023
     UDEC17,294$554 12/31/2023
Kestra Advisory Services LLC16,447$527 12/31/2023
     UDEC16,447$527 12/31/2023
AE Wealth Management LLC15,628$507 12/31/2023
     UDEC15,628$507 12/31/2023
Money Concepts Capital Corp15,387$493 12/31/2023
     UDEC15,387$493 12/31/2023
Tradition Wealth Management LLC15,105$483 12/31/2023
     UDEC15,105$483 12/31/2023
Raymond James Financial Services Advisors Inc.14,141$453 12/31/2023
     UDEC14,141$453 12/31/2023
Harbour Investments Inc.13,010$417 12/31/2023
     UDEC13,010$417 12/31/2023
Cambridge Investment Research Advisors Inc.12,451$399 12/31/2023
     UDEC12,451$399 12/31/2023
Cetera Advisor Networks LLC12,069$387 12/31/2023
     UDEC12,069$387 12/31/2023
Steward Partners Investment Advisory LLC10,834$347 12/31/2023
     UDEC10,834$347 12/31/2023
Susquehanna International Group LLP9,880$317 12/31/2023
     UDEC9,880$317 12/31/2023
Compass Advisory Group LLC9,716$311 12/31/2023
     UDEC9,716$311 12/31/2023
Ausdal Financial Partners Inc.8,902$298 03/31/2024
     UDEC8,902$298 03/31/2024
Cetera Investment Advisers8,718$279 12/31/2023
     UDEC8,718$279 12/31/2023
Maia Wealth LLC7,898$253 12/31/2023
     UDEC7,898$253 12/31/2023
FC Advisory LLC7,858$252 12/31/2023
     UDEC7,858$252 12/31/2023
Wealth Alliance7,866$252 12/31/2023
     UDEC7,866$252 12/31/2023
Citadel Advisors LLC7,546$242 12/31/2023
     UDEC7,546$242 12/31/2023
Cerity Partners LLC7,505$240 12/31/2023
     UDEC7,505$240 12/31/2023
Continuum Advisory LLC6,799$218 12/31/2023
     UDEC6,799$218 12/31/2023
Townsquare Capital LLC6,382$204 12/31/2023
     UDEC6,382$204 12/31/2023
Atticus Wealth Management LLC4,415$148 03/31/2024
     UDEC4,415$148 03/31/2024
Sugarloaf Wealth Management LLC3,850$123 12/31/2023
     UDEC3,850$123 12/31/2023
Royal Bank of Canada3,675$118 12/31/2023
     UDEC3,675$118 12/31/2023
Long Island Wealth Management Inc.3,065$98 12/31/2023
     UDEC3,065$98 12/31/2023
IFP Advisors Inc2,954$95 12/31/2023
     UDEC2,954$95 12/31/2023
WealthShield Partners LLC1,106$35 12/31/2023
     UDEC1,106$35 12/31/2023
DHJJ Financial Advisors Ltd.960$32 03/31/2024
     UDEC960$32 03/31/2024
Castleview Partners LLC432$14 12/31/2023
     UDEC432$14 12/31/2023
SageView Advisory Group LLC407,848$13 12/31/2023
     UDEC407,848$13 12/31/2023
Morgan Stanley107$3 12/31/2023
     UDEC107$3 12/31/2023
SRS Capital Advisors Inc.57$2 12/31/2023
     UDEC57$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     UDEC0$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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