Institutional Holders (2026 Q2)
92 + 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 | Robinson Capital Management, LLC | 0.89% | 183,406 | $2.0M |
| 2 | Melfa Wealth Management, INC. | 0.68% | 115,304 | $1.3M |
| 3 | Mpwm Advisory Solutions, LLC | 0.49% | 97,054 | $1.1M |
| 4 | Rivernorth Capital Management, LLC | 0.45% | 868,104 | $9.5M |
| 5 | Noble Wealth Management PBC | 0.44% | 89,203 | $982K |
| 6 | Estate Planners Group, LLC | 0.39% | 79,238 | $872K |
| 7 | Hennion & Walsh Asset Management, Inc. | 0.38% | 1,211,956 | $13.3M |
| 8 | Oarsman Capital, INC. | 0.15% | 129,978 | $1.4M |
| 9 | Fortitude Advisory Group L.L.C. | 0.12% | 28,035 | $309K |
| 10 | Advisors Asset Management, Inc. | 0.10% | 591,880 | $6.5M |
| 11 | Palogic Value Management, L.P. | 0.10% | 26,530 | $292K |
| 12 | Ramiah Investment Group | 0.10% | 11,435 | $126K |
| 13 | Walker Asset Management, LLC | 0.09% | 16,352 | $180K |
| 14 | River Street Advisors LLC | 0.09% | 27,449 | $302K |
| 15 | Ackerman Capital Advisors, LLC | 0.09% | 39,672 | $437K |
| 16 | Wealth Alliance, LLC | 0.08% | 90,736 | $999K |
| 17 | Tyche Wealth Partners LLC | 0.08% | 51,719 | $569K |
| 18 | Guggenheim Capital LLC | 0.07% | 1,061,633 | $11.7M |
| 19 | Keudell/Morrison Wealth Management | 0.07% | 32,381 | $357K |
| 20 | COFG Advisors, LLC | 0.05% | 24,260 | $267K |
| 21 | Keybank National Association/Oh | 0.04% | 1,059,956 | $11.7M |
| 22 | Regatta Capital Group, LLC | 0.02% | 15,000 | $165K |
| 23 | Asset Planning,Inc | 0.01% | 1,875 | $21K |
| 24 | PlanVest Financial, Inc | 0.01% | 1,801 | $20K |
| 25 | Indivisible Partners | 0.01% | 19,252 | $212K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|