DOSSIER · 13F Holders · Q2 2025
UHG

UNITED HOMES GROUP INC

7 institutions still hold UNITED HOMES GROUP INC as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 91060H108·7 13F holders·last filed Jun 30, 2025
Market cap
13F value held
$4M
visible holders
Holders
7
filers reporting
Concentration
96.41%
AVANTAX ADVISORY SERVICES, INC. #1
top holder share
AI Holders Summary · Q2 2025

7 institutions reported UHG in Q2 2025. AVANTAX ADVISORY SERVICES, INC. leads at 96.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$4M1.3M0.02%Q2 2025
02
STONERIDGE INVESTMENT PARTNERS LLC
CIK 0001108831
$64K55K0.05%Q1 2026
03
Virtu Financial LLC
CIK 0001533964· Market maker
$36K31K0.00%Q1 2026
04
CITADEL ADVISORS LLC
CIK 0001423053
$22K14K0.00%Q4 2025
05
Engineers Gate Manager LP
CIK 0001620220
$12K10K0.00%Q1 2026
06
CWM, LLC
CIK 0001535847
$1K9130.00%Q1 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at UNITED HOMES GROUP INC
Enoch Jason A.Dozier Robert F.Levine Alan D.Nieri Patrick MichaelNieri Pennington W.Lincks Maigan Nieri