Institutional Holders (2026 Q1)
75 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MUA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | MELFA WEALTH MANAGEMENT, INC. | 0.75% | 123,923 | $1.3M |
| 2 | Noble Wealth Management PBC | 0.59% | 110,307 | $1.2M |
| 3 | Estate Planners Group, LLC | 0.37% | 79,363 | $850K |
| 4 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0.16% | 127,113 | $1.3M |
| 5 | OARSMAN CAPITAL, INC. | 0.15% | 110,634 | $1.2M |
| 6 | Fortitude Advisory Group L.L.C. | 0.12% | 26,163 | $278K |
| 7 | Arlington Capital Management, Inc. | 0.10% | 16,795 | $178K |
| 8 | River Street Advisors LLC | 0.10% | 27,449 | $291K |
| 9 | Walker Asset Management, LLC | 0.09% | 16,352 | $173K |
| 10 | GILL CAPITAL PARTNERS, LLC | 0.08% | 25,065 | $266K |
| 11 | Keudell/Morrison Wealth Management | 0.07% | 31,841 | $338K |
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | 0.04% | 1,053,050 | $11.2M |
| 13 | NATURAL INVESTMENTS, LLC | 0.04% | 14,125 | — |
| 14 | REGATTA CAPITAL GROUP, LLC | 0.02% | 15,000 | $159K |
| 15 | Indivisible Partners | 0.02% | 19,220 | $204K |
| 16 | Asset Planning,Inc | 0.01% | 1,875 | $20K |
| 17 | PFG Investments, LLC | 0.01% | 21,026 | $223K |
| 18 | Tanglewood Legacy Advisors, LLC | 0.01% | 2,680 | $28K |
| 19 | WEDBUSH SECURITIES INC | 0.01% | 23,392 | — |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 479,886 | $5.1M |
| 21 | Capital Investment Advisors, LLC | 0.01% | 29,516 | $313K |
| 22 | Key FInancial Inc | 0.00% | 1,657 | $18K |
| 23 | CX Institutional | 0.00% | 8,055 | — |
| 24 | Stratos Wealth Partners, LTD. | 0.00% | 20,988 | $223K |
| 25 | Activest Wealth Management | 0.00% | 1,222 | $13K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|