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USMD Holdings Inc
USMD Holdings Inc. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 12 Institutional holders with a total value of $515,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MANUFACTURERS LIFE INSURANCE COMPANY, THE 124 1,000 0.19%
2 JPMORGAN CHASE & CO 139 1,000 0.19%
3 CITIGROUP INC 100 1,000 0.19%
4 MORGAN STANLEY 86 1,000 0.19%
5 BlackRock Investment Management, LLC 184 2,000 0.39%
6 BlackRock Fund Advisors 268 3,000 0.58%
7 BANK OF AMERICA CORP /DE/ 401 4,000 0.78%
8 Tower Research Capital LLC (TRC) 702 8,000 1.55%
9 LADENBURG THALMANN FINANCIAL SERVICES INC. 2,082 22,000 4.27%
10 UBS Group AG 4,959 54,000 10.49%
11 KING LUTHER CAPITAL MANAGEMENT CORP 17,956 193,000 37.48%
12 UNITED CAPITAL FINANCIAL ADVISORS, LLC 20,969 225,000 43.69%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.