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 | ROBINSON CAPITAL MANAGEMENT, LLC | 0.61% | 129,123 | $1.4M |
| 3 | Noble Wealth Management PBC | 0.59% | 110,307 | $1.2M |
| 4 | MPWM ADVISORY SOLUTIONS, LLC | 0.57% | 102,017 | $1.1M |
| 5 | Hennion & Walsh Asset Management, Inc. | 0.44% | 1,224,966 | $13.0M |
| 6 | Estate Planners Group, LLC | 0.37% | 79,363 | $850K |
| 7 | ABSOLUTE INVESTMENT ADVISERS, LLC | 0.16% | 127,113 | $1.3M |
| 8 | OARSMAN CAPITAL, INC. | 0.15% | 110,634 | $1.2M |
| 9 | Fortitude Advisory Group L.L.C. | 0.12% | 26,163 | $278K |
| 10 | Arlington Capital Management, Inc. | 0.10% | 16,795 | $178K |
| 11 | Ackerman Capital Advisors, LLC | 0.10% | 45,999 | $488K |
| 12 | River Street Advisors LLC | 0.10% | 27,449 | $291K |
| 13 | WEALTH ALLIANCE, LLC | 0.10% | 90,736 | $963K |
| 14 | Walker Asset Management, LLC | 0.09% | 16,352 | $173K |
| 15 | SIT INVESTMENT ASSOCIATES INC | 0.08% | 391,622 | $4K |
| 16 | Tyche Wealth Partners LLC | 0.08% | 51,333 | $545K |
| 17 | GILL CAPITAL PARTNERS, LLC | 0.08% | 25,065 | $266K |
| 18 | Keudell/Morrison Wealth Management | 0.07% | 31,841 | $338K |
| 19 | COFG Advisors, LLC | 0.06% | 23,881 | $253K |
| 20 | KEYBANK NATIONAL ASSOCIATION/OH | 0.04% | 1,053,050 | $11.2M |
| 21 | NATURAL INVESTMENTS, LLC | 0.04% | 14,125 | — |
| 22 | REGATTA CAPITAL GROUP, LLC | 0.02% | 15,000 | $159K |
| 23 | Indivisible Partners | 0.02% | 19,220 | $204K |
| 24 | PlanVest Financial, Inc | 0.01% | 1,801 | $19K |
| 25 | Asset Planning,Inc | 0.01% | 1,875 | $20K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|