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 | Kera Capital Partners, Inc. | 0.23% | 215,008 | $1.9M |
| 6 | Royal Palms Capital LLC | 0.21% | 24,700 | $216K |
| 7 | Verity Asset Management, Inc. | 0.16% | 42,951 | $375K |
| 8 | Cypress Point Wealth Management, LLC | 0.14% | 74,071 | $647K |
| 9 | Wealth Quarterback LLC | 0.14% | 39,592 | $346K |
| 10 | Beirne Wealth Consulting Services, LLC | 0.12% | 49,000 | $428K |
| 11 | PURSUE WEALTH PARTNERS LLC | 0.12% | 22,401 | $196K |
| 12 | THOMPSON DAVIS & CO., INC. | 0.09% | 15,325 | $134K |
| 13 | Byrne Asset Management LLC | 0.09% | 17,230 | $150K |
| 14 | Modus Advisors, LLC | 0.06% | 25,000 | $218K |
| 15 | LOGAN CAPITAL MANAGEMENT INC | 0.05% | 120,200 | $1.1M |
| 16 | ADVOCATE GROUP LLC | 0.04% | 31,950 | $279K |
| 17 | E&G Advisors, LP | 0.03% | 17,150 | $150K |
| 18 | Revisor Wealth Management LLC | 0.03% | 13,650 | $119K |
| 19 | HARBOR CAPITAL ADVISORS, INC. | 0.03% | 44,295 | — |
| 20 | SHP Wealth Management | 0.03% | 38,271 | $334K |
| 21 | Lincoln Capital LLC | 0.02% | 14,340 | $125K |
| 22 | Belpointe Asset Management LLC | 0.02% | 74,032 | $646K |
| 23 | MARCO INVESTMENT MANAGEMENT LLC | 0.02% | 35,000 | $306K |
| 24 | TRUIST FINANCIAL CORP | 0.02% | 1,728,818 | $15.1M |
| 25 | Nova Wealth Management, Inc. | 0.02% | 3,304 | $29K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|