USB-PH

Institutional Ownership

Top 13 Institutional Holders
HolderSharesDateChange% Held
Atlas Wealth LLC1.48MJun 30, 26+40.63K0.04%
Mengis Capital Management, Inc.31.60KJun 30, 26-2890.00%
VIMA LLC6.52KJun 30, 26+6.52K0.00%
PNC FINANCIAL SERVICES GROUP, INC.1.58KJun 30, 26+1.19K0.00%
Vermillion Wealth Management, Inc.978Jun 30, 26+9780.00%
QUEST INVESTMENT MANAGEMENT LLC--Jun 30, 26-10.14K--
First Command Advisory Services, Inc.--Jun 30, 26-72--
Golden State Equity Partners--Jun 30, 26-48--
McIlrath & Eck, LLC200Mar 31, 26+2000.00%
ORG Partners LLC48Dec 31, 25--0.00%
Freedman Financial Associates, Inc.220Mar 31, 22+2200.00%
WESTPORT RESOURCES MANAGEMENT INC2.10KSep 30, 16--0.00%
CITY NATIONAL ROCHDALE, LLC84.11KDec 31, 12+84.11K0.00%

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.