DOSSIER · 13F Holders · Q2 2025
UHG

UNITED HOMES GROUP INC

6 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 91060H108·6 13F holders·last filed Jun 30, 2025
Market cap
—
13F value held
$4M
visible holders
Holders
6
filers reporting
Concentration
96.98%
AVANTAX ADVISORY SERVICES, INC. #1
top holder share
AI Holders Summary · Q2 2025

6 institutions reported UHG in Q2 2025. AVANTAX ADVISORY SERVICES, INC. leads at 97.0% 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
Engineers Gate Manager LP
CIK 0001620220
$12K10K0.00%Q1 2026
05
CWM, LLC
CIK 0001535847
$1K9130.00%Q1 2026
06
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025
Insiders at UNITED HOMES GROUP INC
Enoch Jason A. →Dozier Robert F. →Levine Alan D. →Nieri Patrick Michael →Nieri Pennington W. →Lincks Maigan Nieri →