Who owns UAPR
Which tracked institutional funds hold UAPR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UAPR company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened UAPR while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UAPR’s largest tracked holder by dollar value, Talon Private Wealth, LLC, sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UAPR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 81 tracked filers holding UAPR, 27 increased or opened the position and 41 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UAPR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1
- MGO ONE SEVEN LLC$2M
Largest adds
- Arax Advisory Partners$642K
- C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$488K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$344K
- Triad Wealth Partners, LLC$313K
- CENTRAL VALLEY ADVISORS, LLC$304K
- IMG Wealth Management, Inc.$290K
Largest trims
- OSAIC HOLDINGS, INC.$2M
- OLD MISSION CAPITAL LLC$926K
- Spire Wealth Management$701K
- MML INVESTORS SERVICES, LLC$647K
- TRUIST FINANCIAL CORP$635K
- BCS Wealth Management$607K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Tradition Wealth Management, LLC trimmed | 274,271 | $9M | 7.1% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 175,304 | $6M | 4.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 149,711 | $5M | 3.9% | 2026-Q1 |
| CWM, LLC added | 146,100 | $5M | 3.8% | 2026-Q1 |
| KFG WEALTH MANAGEMENT, LLC trimmed | 127,465 | $4M | 3.3% | 2026-Q1 |
| Brookstone Capital Management added | 100,819 | $3M | 2.6% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC | 98,291 | $3M | 2.6% | 2026-Q1 |
| Prairie Wealth Advisors, Inc. | 0 | $3M | 2.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 84,967 | $3M | 2.2% | 2026-Q1 |
| CENTRAL VALLEY ADVISORS, LLC added | 80,544 | $3M | 2.1% | 2026-Q1 |
| Kellett Wealth Advisors, LLC trimmed | 77,377 | $3M | 2.0% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 75,546 | $3M | 2.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 69,329 | $2M | 1.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 56,283 | $2M | 1.5% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 56,055 | $2M | 1.4% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 51,929 | $2M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 49,945 | $2M | 1.3% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 49,735 | $2M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 43,972 | $1M | 1.1% | 2026-Q1 |
| IMG Wealth Management, Inc. added | 39,054 | $1M | 1.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 34,880 | $1M | 0.9% | 2026-Q1 |
| Advisory Services Network, LLC added | 34,461 | $1M | 0.9% | 2026-Q1 |
| Spire Wealth Management trimmed | 31,916 | $1M | 0.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 30,068 | $1M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 28,552 | $953K | 0.7% | 2026-Q1 |
| Triad Wealth Partners, LLC added | 28,399 | $948K | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,308 | $945K | 0.7% | 2026-Q1 |
| McAdam, LLC | 24,561 | $820K | 0.6% | 2026-Q1 |
| FIDUCIARY FINANCIAL GROUP, LLC | 24,238 | $809K | 0.6% | 2026-Q1 |
| Arax Advisory Partners added | 19,749 | $659K | 0.5% | 2026-Q1 |
| BCS Wealth Management trimmed | 18,875 | $630K | 0.5% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 18,512 | $618K | 0.5% | 2026-Q1 |
| Your Advocates Ltd., LLP | 16,622 | $555K | 0.4% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 16,603 | $554K | 0.4% | 2026-Q1 |
| WealthShield Partners, LLC | 15,179 | $507K | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 14,788 | $493K | 0.4% | 2026-Q1 |
| RPS ADVISORY SOLUTIONS LLC trimmed | 14,624 | $488K | 0.4% | 2026-Q1 |
| Atria Investments, Inc added | 14,032 | $468K | 0.4% | 2026-Q1 |
| Signal Advisors Wealth, LLC | 13,354 | $446K | 0.3% | 2026-Q1 |
| MILESTONE ASSET MANAGEMENT, LLC | 13,270 | $443K | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 12,796 | $427K | 0.3% | 2026-Q1 |
| Retirement Planning Group, LLC | 12,617 | $421K | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 12,542 | $419K | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 12,095 | $404K | 0.3% | 2026-Q1 |
| Souders Financial Advisors trimmed | 11,844 | $395K | 0.3% | 2026-Q1 |
| Galvin, Gaustad & Stein, LLC trimmed | 10,991 | $367K | 0.3% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 10,589 | $353K | 0.3% | 2026-Q1 |
| Soltis Investment Advisors LLC trimmed | 10,397 | $347K | 0.3% | 2026-Q1 |
| Encompass More Asset Management added | 9,856 | $329K | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 9,444 | $315K | 0.2% | 2026-Q1 |
| Lantz Financial LLC | 9,142 | $305K | 0.2% | 2026-Q1 |
| Virtue Capital Management, LLC new | 8,069 | $268K | 0.2% | 2026-Q1 |
| LifeWealth Investments, LLC | 7,815 | $261K | 0.2% | 2026-Q1 |
| Impact Partnership Wealth, LLC | 7,454 | $249K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC added | 7,310 | $244K | 0.2% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 7,213 | $241K | 0.2% | 2026-Q1 |
| Cornerstone Wealth Group, LLC trimmed | 6,931 | $238K | 0.2% | 2026-Q1 |
| Bright Futures Wealth Management, LLC. | 7,047 | $235K | 0.2% | 2026-Q1 |
| Creative Planning new | 6,858 | $229K | 0.2% | 2026-Q1 |
| Ballast Rock Private Wealth LLC | 6,659 | $222K | 0.2% | 2026-Q1 |
| Accurate Wealth Management, LLC | 6,100 | $207K | 0.2% | 2026-Q1 |
| Trek Financial, LLC trimmed | 6,200 | $207K | 0.2% | 2026-Q1 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC trimmed | 6,117 | $204K | 0.2% | 2026-Q1 |
| Archer Investment Corp trimmed | 5,915 | $197K | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 4,577 | $153K | 0.1% | 2026-Q1 |
| Financial Network Wealth Advisors LLC added | 2,926 | $98K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 2,625 | $88K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc | 2,593 | $87K | 0.1% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. trimmed | 2,150 | $72K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 1,747 | $58K | 0.0% | 2026-Q1 |
| BARCLAYS PLC added | 1,325 | $44K | 0.0% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 1,148 | $38K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 1,128 | $38K | 0.0% | 2026-Q1 |
| Talon Private Wealth, LLC new | 1,089,402 | $34M | 26.4% | 2025-Q2 stale |
| MGO ONE SEVEN LLC trimmed | 64,442 | $2M | 1.6% | 2025-Q4 stale |
| GRIES FINANCIAL LLC | 19,749 | $635K | 0.5% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC new | 20,094 | $600K | 0.5% | 2025-Q1 stale |
| City Center Advisors, LLC trimmed | 16,244 | $508K | 0.4% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 15,276 | $478K | 0.4% | 2025-Q2 stale |
| Arkadios Wealth Advisors new | 12,054 | $377K | 0.3% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 11,131 | $348K | 0.3% | 2025-Q2 stale |
| PKS Advisory Services, LLC | 9,919 | $310K | 0.2% | 2025-Q2 stale |
| Integrity Advisory Solutions, LLC | 8,951 | $293K | 0.2% | 2025-Q4 stale |
| Mach-1 Financial Group, LLC new | 8,951 | $288K | 0.2% | 2025-Q3 stale |
| GTS SECURITIES LLC added | 8,592 | $276K | 0.2% | 2025-Q3 stale |
| Arete Wealth Advisors, LLC trimmed | 8,807 | $276K | 0.2% | 2025-Q2 stale |
| Chris Bulman Inc trimmed | 8,282 | $259K | 0.2% | 2025-Q2 stale |
| Vantage Point Financial LLC trimmed | 7,531 | $247K | 0.2% | 2025-Q4 stale |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 7,000 | $229K | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 7,281 | $228K | 0.2% | 2025-Q2 stale |
| SageView Advisory Group, LLC | 6,858 | $225K | 0.2% | 2025-Q4 stale |
| HighTower Advisors, LLC trimmed | 7,088 | $222K | 0.2% | 2025-Q2 stale |
| Simplicity Wealth,LLC | 6,728 | $220K | 0.2% | 2025-Q4 stale |
| TWO SIGMA SECURITIES, LLC new | 6,883 | $206K | 0.2% | 2025-Q1 stale |
| Seros Financial, LLC trimmed | 6,514 | $204K | 0.2% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. | 5,021 | $161K | 0.1% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC trimmed | 3,682 | $115K | 0.1% | 2025-Q2 stale |
| SMI Advisory Services, LLC new | 3,443 | $98K | 0.1% | 2025-Q1 stale |
| Wood Tarver Financial Group, LLC trimmed | 2,053 | $64K | 0.0% | 2025-Q2 stale |
| OPTIMA CAPITAL LLC new | 1,840 | $60K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.