HoldingsChannel.com
On this page, we present all of the funds holding UAUG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UAUG, with a link to that fund's top holdings. The next columns indicate the amount of UAUG stock held by each of the funds holding UAUG, followed by the UAUG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 87 funds holding UAUG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Commonwealth Equity Services LLC. For more details on the positions held by Commonwealth Equity Services LLC (or by any of the other funds holding UAUG), click the fund name in the "Holder" column of the funds-holding-UAUG table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Commonwealth Equity Services LLC | 740,830 | $22,773 | 12/31/2023 |
| UAUG | 740,830 | $22,773 | 12/31/2023 |
| KFG Wealth Management LLC | 694,140 | $22,664 | 03/31/2024 |
| UAUG | 694,140 | $22,664 | 03/31/2024 |
| Brookstone Capital Management | 675,788 | $22,064 | 03/31/2024 |
| UAUG | 675,788 | $22,064 | 03/31/2024 |
| We Are One Seven LLC | 436,428 | $13,416 | 12/31/2023 |
| UAUG | 436,428 | $13,416 | 12/31/2023 |
| AE Wealth Management LLC | 281,717 | $8,815 | 12/31/2023 |
| UAUG | 281,717 | $8,815 | 12/31/2023 |
| Advisor Group Holdings Inc. | 275,962 | $8,483 | 12/31/2023 |
| UAUG | 275,962 | $8,483 | 12/31/2023 |
| Cetera Investment Advisers | 263,818 | $8,110 | 12/31/2023 |
| UAUG | 263,818 | $8,110 | 12/31/2023 |
| Private Client Services LLC | 240,647 | $7,397 | 12/31/2023 |
| UAUG | 240,647 | $7,397 | 12/31/2023 |
| Onyx Bridge Wealth Group LLC | 212,230 | $6,524 | 12/31/2023 |
| UAUG | 212,230 | $6,524 | 12/31/2023 |
| Archer Investment Corp | 211,318 | $6,496 | 12/31/2023 |
| UAUG | 211,318 | $6,496 | 12/31/2023 |
| MBL Wealth LLC | 137,165 | $4,478 | 03/31/2024 |
| UAUG | 137,165 | $4,478 | 03/31/2024 |
| Raymond James & Associates | 119,530 | $3,903 | 03/31/2024 |
| UAUG | 119,530 | $3,903 | 03/31/2024 |
| IHT Wealth Management LLC | 122,763 | $3,774 | 12/31/2023 |
| UAUG | 122,763 | $3,774 | 12/31/2023 |
| Pallas Capital Advisors LLC | 115,040 | $3,756 | 03/31/2024 |
| UAUG | 115,040 | $3,756 | 03/31/2024 |
| Envestnet Asset Management Inc. | 119,373 | $3,670 | 12/31/2023 |
| UAUG | 119,373 | $3,670 | 12/31/2023 |
| Berger Financial Group Inc | 98,397 | $3,213 | 03/31/2024 |
| UAUG | 98,397 | $3,213 | 03/31/2024 |
| BCJ Capital Management LLC | 104,043 | $3,198 | 12/31/2023 |
| UAUG | 104,043 | $3,198 | 12/31/2023 |
| Benchmark Investment Advisors LLC | 104,043 | $3,198 | 12/31/2023 |
| UAUG | 104,043 | $3,198 | 12/31/2023 |
| Donald L. Hagan LLC | 93,829 | $3,064 | 03/31/2024 |
| UAUG | 93,829 | $3,064 | 03/31/2024 |
| Comprehensive Financial Consultants Institutional Inc. | 82,140 | $2,525 | 12/31/2023 |
| UAUG | 82,140 | $2,525 | 12/31/2023 |
| Triumph Capital Management | 60,907 | $1,986 | 03/31/2024 |
| UAUG | 60,907 | $1,986 | 03/31/2024 |
| Advance Capital Management Inc. | 59,578 | $1,945 | 03/31/2024 |
| UAUG | 59,578 | $1,945 | 03/31/2024 |
| Strategic Blueprint LLC | 59,028 | $1,927 | 03/31/2024 |
| UAUG | 59,028 | $1,927 | 03/31/2024 |
| Worth Financial Advisory Group LLC | 62,551 | $1,923 | 12/31/2023 |
| UAUG | 62,551 | $1,923 | 12/31/2023 |
| Atria Wealth Solutions Inc. | 59,143 | $1,818 | 12/31/2023 |
| UAUG | 59,143 | $1,818 | 12/31/2023 |
| Chicago Partners Investment Group LLC | 47,465 | $1,526 | 03/31/2024 |
| UAUG | 47,465 | $1,526 | 03/31/2024 |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 49,200 | $1,512 | 12/31/2023 |
| UAUG | 49,200 | $1,512 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 40,871 | $1,334 | 03/31/2024 |
| UAUG | 40,871 | $1,334 | 03/31/2024 |
| Heritage Wealth Partners LLC | 39,844 | $1,225 | 03/31/2024 |
| UAUG | 39,844 | $1,225 | 03/31/2024 |
| WealthShield Partners LLC | 38,803 | $1,193 | 12/31/2023 |
| UAUG | 38,803 | $1,193 | 12/31/2023 |
| Foundations Investment Advisors LLC | 36,461 | $1,142 | 12/31/2023 |
| UAUG | 36,461 | $1,142 | 12/31/2023 |
| Milestone Asset Management LLC | 34,759 | $1,135 | 03/31/2024 |
| UAUG | 34,759 | $1,135 | 03/31/2024 |
| RFG Advisory LLC | 31,656 | $1,034 | 03/31/2024 |
| UAUG | 31,656 | $1,034 | 03/31/2024 |
| OLD Mission Capital LLC | 31,234 | $960 | 12/31/2023 |
| UAUG | 31,234 | $960 | 12/31/2023 |
| Retirement Planning Group | 29,290 | $956 | 03/31/2024 |
| UAUG | 29,290 | $956 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 27,095 | $833 | 12/31/2023 |
| UAUG | 27,095 | $833 | 12/31/2023 |
| CRA Financial Services LLC | 25,430 | $830 | 03/31/2024 |
| UAUG | 25,430 | $830 | 03/31/2024 |
| Arete Wealth Advisors LLC | 25,404 | $781 | 12/31/2023 |
| UAUG | 25,404 | $781 | 12/31/2023 |
| Encompass More Asset Management | 25,004 | $769 | 12/31/2023 |
| UAUG | 25,004 | $769 | 12/31/2023 |
| Susquehanna International Group LLP | 23,293 | $716 | 12/31/2023 |
| UAUG | 23,293 | $716 | 12/31/2023 |
| Townsquare Capital LLC | 22,496 | $692 | 12/31/2023 |
| UAUG | 22,496 | $692 | 12/31/2023 |
| Kestra Advisory Services LLC | 22,174 | $682 | 12/31/2023 |
| UAUG | 22,174 | $682 | 12/31/2023 |
| Citadel Advisors LLC | 21,945 | $675 | 12/31/2023 |
| UAUG | 21,945 | $675 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 20,493 | $669 | 03/31/2024 |
| UAUG | 20,493 | $669 | 03/31/2024 |
| Keystone Wealth Services LLC | 19,585 | $639 | 03/31/2024 |
| UAUG | 19,585 | $639 | 03/31/2024 |
| Cetera Advisors LLC | 20,257 | $623 | 12/31/2023 |
| UAUG | 20,257 | $623 | 12/31/2023 |
| Kingsview Wealth Management LLC | 20,098 | $618 | 12/31/2023 |
| UAUG | 20,098 | $618 | 12/31/2023 |
| First Commonwealth Financial Corp PA | 19,752 | $607 | 12/31/2023 |
| UAUG | 19,752 | $607 | 12/31/2023 |
| Mather Group LLC. | 19,278 | $593 | 03/31/2024 |
| UAUG | 19,278 | $593 | 03/31/2024 |
| Cetera Advisor Networks LLC | 17,191 | $528 | 12/31/2023 |
| UAUG | 17,191 | $528 | 12/31/2023 |
| Diligent Investors LLC | 16,400 | $504 | 12/31/2023 |
| UAUG | 16,400 | $504 | 12/31/2023 |
| MML Investors Services LLC | 16,277 | $500 | 12/31/2023 |
| UAUG | 16,277 | $500 | 12/31/2023 |
| Wealth Alliance | 15,924 | $490 | 12/31/2023 |
| UAUG | 15,924 | $490 | 12/31/2023 |
| Sigma Planning Corp | 15,092 | $464 | 12/31/2023 |
| UAUG | 15,092 | $464 | 12/31/2023 |
| Claro Advisors LLC | 13,894 | $454 | 03/31/2024 |
| UAUG | 13,894 | $454 | 03/31/2024 |
| Dana Investment Advisors Inc. | 12,730 | $391 | 12/31/2023 |
| UAUG | 12,730 | $391 | 12/31/2023 |
| Lakeridge Wealth Management LLC | 12,676 | $390 | 12/31/2023 |
| UAUG | 12,676 | $390 | 12/31/2023 |
| LPL Financial LLC | 11,281 | $347 | 12/31/2023 |
| UAUG | 11,281 | $347 | 12/31/2023 |
| Simplicity Wealth LLC | 10,214 | $333 | 03/31/2024 |
| UAUG | 10,214 | $333 | 03/31/2024 |
| Sawtooth Solutions LLC | 10,214 | $314 | 12/31/2023 |
| UAUG | 10,214 | $314 | 12/31/2023 |
| Atlantic Private Wealth LLC | 9,775 | $300 | 12/31/2023 |
| UAUG | 9,775 | $300 | 12/31/2023 |
| Cresset Asset Management LLC | 9,286 | $285 | 12/31/2023 |
| UAUG | 9,286 | $285 | 12/31/2023 |
| Truist Financial Corp | 8,744 | $269 | 12/31/2023 |
| UAUG | 8,744 | $269 | 12/31/2023 |
| Sound View Wealth Advisors Group LLC | 8,546 | $263 | 12/31/2023 |
| UAUG | 8,546 | $263 | 12/31/2023 |
| 4J Wealth Management LLC | 7,950 | $260 | 03/31/2024 |
| UAUG | 7,950 | $260 | 03/31/2024 |
| Sterling Financial Planning Inc. | 8,446 | $260 | 12/31/2023 |
| UAUG | 8,446 | $260 | 12/31/2023 |
| Jane Street Group LLC | 7,929 | $244 | 12/31/2023 |
| UAUG | 7,929 | $244 | 12/31/2023 |
| Janney Montgomery Scott LLC | 7,142 | $220 | 12/31/2023 |
| UAUG | 7,142 | $220 | 12/31/2023 |
| Brown Wealth Management LLC | 7,043 | $217 | 12/31/2023 |
| UAUG | 7,043 | $217 | 12/31/2023 |
| BCS Wealth Management | 6,425 | $210 | 03/31/2024 |
| UAUG | 6,425 | $210 | 03/31/2024 |
| DHJJ Financial Advisors Ltd. | 6,230 | $203 | 03/31/2024 |
| UAUG | 6,230 | $203 | 03/31/2024 |
| AdvisorNet Financial Inc | 6,053 | $198 | 03/31/2024 |
| UAUG | 6,053 | $198 | 03/31/2024 |
| Morgan Stanley | 5,750 | $177 | 12/31/2023 |
| UAUG | 5,750 | $177 | 12/31/2023 |
| Sugarloaf Wealth Management LLC | 5,050 | $165 | 03/31/2024 |
| UAUG | 5,050 | $165 | 03/31/2024 |
| Bank of Montreal Can | 5,000 | $154 | 12/31/2023 |
| UAUG | 5,000 | $154 | 12/31/2023 |
| Advisory Services Network LLC | 3,519 | $108 | 12/31/2023 |
| UAUG | 3,519 | $108 | 12/31/2023 |
| Royal Bank of Canada | 2,821 | $87 | 12/31/2023 |
| UAUG | 2,821 | $87 | 12/31/2023 |
| Spire Wealth Management | 2,190 | $71 | 03/31/2024 |
| UAUG | 2,190 | $71 | 03/31/2024 |
| SageView Advisory Group LLC | 1,836,817 | $59 | 12/31/2023 |
| UAUG | 1,836,817 | $59 | 12/31/2023 |
| Geneos Wealth Management Inc. | 1,690 | $52 | 12/31/2023 |
| UAUG | 1,690 | $52 | 12/31/2023 |
| Harbour Investments Inc. | 1,506 | $46 | 12/31/2023 |
| UAUG | 1,506 | $46 | 12/31/2023 |
| Orion Capital Management LLC | 1,455 | $45 | 12/31/2023 |
| UAUG | 1,455 | $45 | 12/31/2023 |
| Hartford Financial Management Inc. | 1,129 | $37 | 03/31/2024 |
| UAUG | 1,129 | $37 | 03/31/2024 |
| FMR LLC | 750 | $23 | 12/31/2023 |
| UAUG | 750 | $23 | 12/31/2023 |
| Atticus Wealth Management LLC | 200 | $7 | 03/31/2024 |
| UAUG | 200 | $7 | 03/31/2024 |
| SRS Capital Advisors Inc. | 120 | $4 | 12/31/2023 |
| UAUG | 120 | $4 | 12/31/2023 |
| Oliver Lagore Vanvalin Investment Group | 21 | $1 | 12/31/2023 |
| UAUG | 21 | $1 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| UAUG | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UAUG
See Details: Top 10 Hedge Funds Holding UAUG
Also See: UAUG Holdings Changes
 Free UAUG Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
