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CUSIP: 912797NM5 | 3 institutional holders
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Q1 2025
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Institutional Holders — Q1 2025
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Shares — high to low
Value — high to low
% Portfolio — high to low
Institution — A to Z
Game Plan Financial Advisors, LLC
7,985,000
3.9% of portfolio
›
$7.9M
eCIO, Inc.
686,000
0.2% of portfolio
›
$681.9K
L & S Advisors Inc
671,000
0.1% of portfolio
›
$667.0K
Institution
Shares ↓
Value
% Port.
Style
Turnover
Location
Filed
Game Plan Financial Advisors, LLC
7,985,000
$7.9M
3.9%
Core
Medium
Westlake, OH
2025-05-19
eCIO, Inc.
686,000
$681.9K
0.2%
ETF
Medium
Madison, WI
2025-06-06
L & S Advisors Inc
671,000
$667.0K
0.1%
Core
High
Los Angeles, CA
2025-05-09