Filing Research | UEC - URANIUM ENERGY CORP Institutional Holdings

Snapshot holdings

50 / 82 loaded

#		Instrument	quantity
1	SAPIENT CAPITAL LLC	Shares	974.6KSH	$10.4M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	936.5KSH	$10.0M
3	Hennion & Walsh Asset Management, Inc.	Shares	212.3KSH	$2.3M
4	Police & Firemen's Retirement System of New Jersey	Shares	146.0KSH	$1.6M
5	Acasta Partners UK LLP	Shares	142.6KSH	$1.5M
6	Mirae Asset Global Investments Co., Ltd.	Shares	123.9KSH	$1.3M
7	Rathbones Group PLC	Shares	84.9KSH	$905.1K
8	Themes Management Co LLC	Shares	75.4KSH	$803.3K
9	SeaBridge Investment Advisors LLC	Shares	71.0KSH	$756.6K
10	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	66.2KSH	$706.2K
11	Capstone Capital Management Ltd	Shares	47.6KSH	$507.6K
12	Vanguard Capital Wealth Advisors	Shares	34.0KSH	$362.4K
13	Prospera Financial Services Inc	Shares	32.6KSH	$348.0K
14	Spire Wealth Management	Shares	32.6KSH	$347.5K
15	Farther Finance Advisors, LLC	Shares	29.4KSH	$315.1K
16	Ballentine Partners, LLC	Shares	28.5KSH	$303.4K
17	CoreCap Advisors, LLC	Shares	25.9KSH	$275.6K
18	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	Shares	25.0KSH	$266.5K
19	Independent Wealth Network Inc.	Shares	24.4KSH	$260.5K
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.0KSH	$252.4K
21	Composition Wealth, LLC	Shares	20.5KSH	$218.8K
22	TMB Capital Partners, LLC	Shares	20.0KSH	$213.2K
23	Sequoia Financial Advisors, LLC	Shares	18.7KSH	$199.1K
24	New Harbor Financial Group, LLC	Shares	18.5KSH	$197.5K
25	J.W. COLE ADVISORS, INC.	Shares	18.5KSH	$197.1K
26	D.A. DAVIDSON & CO.	Shares	17.9KSH	$190.8K
27	INDEPENDENT FINANCIAL GROUP, LLC	Shares	16.4KSH	$175.2K
28	Apollon Wealth Management, LLC	Shares	16.1KSH	$171.5K
29	Pacific Excel Wealth Advisors, Inc.	Shares	15.8KSH	$168.3K
30	EAGLE WEALTH STRATEGIES LLC	Shares	15.4KSH	$164.6K
31	Ausbil Investment Management Ltd	Shares	15.0KSH	$158.3K
32	SBI Securities Co., Ltd.	Shares	14.6KSH	$155.6K
33	Heck Capital Advisors, LLC	Shares	14.5KSH	$154.8K
34	IFC & Insurance Marketing, Inc.	Shares	12.9KSH	$137.7K
35	Blackhawk Capital Partners, LLC	Shares	11.5KSH	$122.6K
36	Pettinga Financial Advisors LLC	Shares	10.6KSH	$113.5K
37	GAMMA Investing LLC	Shares	9.0KSH	$95.7K
38	Blue Trust, Inc.	Shares	7.9KSH	$84.0K
39	IFP Advisors, Inc	Shares	6.1KSH	$65.3K
40	Cornerstone National Bank & Trust Co	Shares	5.7KSH	$60.1K
41	EASTERN BANK	Shares	5.0KSH	$53.3K
42	Versant Capital Management, Inc	Shares	4.9KSH	$52.0K
43	SIGNATUREFD, LLC	Shares	4.4KSH	$46.7K
44	Founders Capital Management	Shares	4.2KSH	$44.9K
45	Intesa Sanpaolo Wealth Management	Shares	4.2KSH	$44.2K
46	ARMSTRONG ADVISORY GROUP, INC	Shares	3.7KSH	$39.5K
47	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	2.8KSH	$29.4K
48	GoalVest Advisory LLC	Shares	1.6KSH	$16.7K
49	Key FInancial Inc	Shares	1.5KSH	$16.0K
50	Vision Retirement, LLC	Shares	1.5KSH	$15.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 92 loaded

#		Instrument
1	Acasta Partners UK LLP added	Shares	+82.6K	+$710.3K	$1.5M
2	Capstone Capital Management Ltd new	Shares	+47.6K	+$507.6K	$507.6K
3	J.W. COLE ADVISORS, INC. new	Shares	+18.5K	+$197.1K	$197.1K
4	Apollon Wealth Management, LLC new	Shares	+16.1K	+$171.5K	$171.5K
5	Pacific Excel Wealth Advisors, Inc. new	Shares	+15.8K	+$168.3K	$168.3K
6	EAGLE WEALTH STRATEGIES LLC new	Shares	+15.4K	+$164.6K	$164.6K
7	Heck Capital Advisors, LLC new	Shares	+14.5K	+$154.8K	$154.8K
8	IFC & Insurance Marketing, Inc. new	Shares	+12.9K	+$137.7K	$137.7K
9	Blue Trust, Inc. new	Shares	+7.9K	+$84.0K	$84.0K
10	Prospera Financial Services Inc added	Shares	+8.9K	+$28.1K	$348.0K
11	GAMMA Investing LLC added	Shares	+3.2K	+$17.4K	$95.7K
12	Grove Bank & Trust new	Shares	+1.0K	+$10.7K	$10.7K
13	BARTLETT & CO. WEALTH MANAGEMENT LLC new	Shares	+189	+$2.0K	$2.0K
14	Atlantic Edge Private Wealth Management, LLC added	Shares	+200	+$1.6K	$4.3K
15	Creative Capital Management Investments LLC new	Shares	+19	+$203	$203
16	Hughes Financial Services, LLC new	Shares	+6	+$64	$64
17	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$0
18	FNY Investment Advisers, LLC added	Shares	+10	-$1	$3
19	AMALGAMATED BANK trimmed	Shares	-1.6K	-$60	$143
20	GHP Investment Advisors, Inc. exited	Shares	-5	-$68	$0
21	SJS Investment Consulting Inc. unchanged	Shares	0	-$128	$480
22	BARRETT & COMPANY, INC. unchanged	Shares	0	-$142	$533
23	Activest Wealth Management unchanged	Shares	0	-$170	$640
24	DiNuzzo Private Wealth, Inc. trimmed	Shares	-13	-$223	$182
25	Vermillion Wealth Management, Inc. exited	Shares	-18	-$243	$0
26	Handelsbanken Fonder AB added	Shares	+18.0K	-$245	$1.8K
27	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$384	$1.4K
28	JFS WEALTH ADVISORS, LLC trimmed	Shares	-10	-$405	$1.0K
29	Fortitude Family Office, LLC trimmed	Shares	-28	-$506	$480
30	LRI Investments, LLC trimmed	Shares	-50	-$692	$64
31	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	-$781	$2.9K
32	Marquette Asset Management, LLC exited	Shares	-63	-$851	$0
33	Kings Path Partners LLC unchanged	Shares	0	-$1.0K	$10.7K
34	HM PAYSON & CO added	Shares	+40	-$1.1K	$6.1K
35	Physician Wealth Advisors, Inc. trimmed	Shares	-60	-$1.2K	$1.6K
36	Tradewinds Capital Management, LLC unchanged	Shares	0	-$1.2K	$4.7K
37	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$1.3K	$4.7K
38	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$2.5K	$9.4K
39	Bogart Wealth, LLC unchanged	Shares	0	-$2.8K	$10.3K
40	ADIRONDACK TRUST CO unchanged	Shares	0	-$2.8K	$10.7K
41	True Wealth Design, LLC unchanged	Shares	0	-$3.4K	$12.7K
42	Rosenberg Matthew Hamilton unchanged	Shares	0	-$3.5K	$13.3K
43	Independent Wealth Network Inc. exited	CALL	-300	-$4.0K	$0
44	Vision Retirement, LLC unchanged	Shares	0	-$4.2K	$15.7K
45	Key FInancial Inc unchanged	Shares	0	-$4.3K	$16.0K
46	Bear Mountain Capital, Inc. unchanged	Shares	0	-$4.3K	$9.4K
47	GoalVest Advisory LLC unchanged	Shares	0	-$4.5K	$16.7K
48	EverSource Wealth Advisors, LLC trimmed	Shares	-262	-$7.6K	$15.2K
49	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	-$10.5K	$39.5K
50	SIGNATUREFD, LLC added	Shares	+51	-$11.8K	$46.7K

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