Institutional Holders (2026 Q1)
215 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UAMY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Miller Global Investments, LLC | 1.36% | 169,942 | $1.5M |
| 2 | Faithward Advisors, LLC | 1.10% | 375,718 | $7.7M |
| 3 | KIECKHEFER GROUP LLC | 0.27% | 66,000 | $576K |
| 4 | HOWARD FINANCIAL SERVICES, LTD. | 0.24% | 248,031 | $2.2M |
| 5 | Verity Asset Management, Inc. | 0.16% | 42,951 | $375K |
| 6 | Cypress Point Wealth Management, LLC | 0.14% | 74,071 | $647K |
| 7 | Wealth Quarterback LLC | 0.14% | 39,592 | $346K |
| 8 | PURSUE WEALTH PARTNERS LLC | 0.12% | 22,401 | $196K |
| 9 | THOMPSON DAVIS & CO., INC. | 0.09% | 15,325 | $134K |
| 10 | Byrne Asset Management LLC | 0.09% | 17,230 | $150K |
| 11 | ADVOCATE GROUP LLC | 0.04% | 31,950 | $279K |
| 12 | E&G Advisors, LP | 0.03% | 17,150 | $150K |
| 13 | Revisor Wealth Management LLC | 0.03% | 13,650 | $119K |
| 14 | HARBOR CAPITAL ADVISORS, INC. | 0.03% | 44,295 | — |
| 15 | Belpointe Asset Management LLC | 0.02% | 74,032 | $646K |
| 16 | TRUIST FINANCIAL CORP | 0.02% | 1,728,818 | $15.1M |
| 17 | Nova Wealth Management, Inc. | 0.02% | 3,304 | $29K |
| 18 | Segment Wealth Management, LLC | 0.01% | 24,300 | $212K |
| 19 | Perigon Wealth Management, LLC | 0.01% | 50,981 | $445K |
| 20 | State of Alaska, Department of Revenue | 0.01% | 60,075 | — |
| 21 | Security National Bank | 0.00% | 2,958 | $26K |
| 22 | CoreCap Advisors, LLC | 0.00% | 11,222 | $98K |
| 23 | HM PAYSON & CO | 0.00% | 23,700 | $207K |
| 24 | TOTH FINANCIAL ADVISORY CORP | 0.00% | 3,105 | $27K |
| 25 | Stone House Investment Management, LLC | 0.00% | 1,280 | $11K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|