On this page, we present all of the funds holding UOCT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UOCT, with a link to that fund's top holdings. The next columns indicate the amount of UOCT stock held by each of the funds holding UOCT, followed by the UOCT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 56 funds holding UOCT 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 UOCT), click the fund name in the "Holder" column of the funds-holding-UOCT table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Commonwealth Equity Services LLC | 332,473 | $10,762 | 12/31/2023 |
UOCT | 332,473 | $10,762 | 12/31/2023 |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 115,837 | $3,750 | 12/31/2023 |
UOCT | 115,837 | $3,750 | 12/31/2023 |
KFG Wealth Management LLC | 49,197 | $1,653 | 03/31/2024 |
UOCT | 49,197 | $1,653 | 03/31/2024 |
Brookstone Capital Management | 47,784 | $1,605 | 03/31/2024 |
UOCT | 47,784 | $1,605 | 03/31/2024 |
Bedel Financial Consulting Inc. | 46,779 | $1,514 | 12/31/2023 |
UOCT | 46,779 | $1,514 | 12/31/2023 |
OLD Mission Capital LLC | 45,765 | $1,481 | 12/31/2023 |
UOCT | 45,765 | $1,481 | 12/31/2023 |
Kestra Advisory Services LLC | 41,545 | $1,345 | 12/31/2023 |
UOCT | 41,545 | $1,345 | 12/31/2023 |
Truist Financial Corp | 41,375 | $1,339 | 12/31/2023 |
UOCT | 41,375 | $1,339 | 12/31/2023 |
LPL Financial LLC | 38,442 | $1,244 | 12/31/2023 |
UOCT | 38,442 | $1,244 | 12/31/2023 |
Advisor Group Holdings Inc. | 38,280 | $1,239 | 12/31/2023 |
UOCT | 38,280 | $1,239 | 12/31/2023 |
Money Concepts Capital Corp | 33,554 | $1,086 | 12/31/2023 |
UOCT | 33,554 | $1,086 | 12/31/2023 |
Compass Advisory Group LLC | 31,131 | $1,008 | 12/31/2023 |
UOCT | 31,131 | $1,008 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 30,354 | $983 | 12/31/2023 |
UOCT | 30,354 | $983 | 12/31/2023 |
Townsquare Capital LLC | 30,112 | $975 | 12/31/2023 |
UOCT | 30,112 | $975 | 12/31/2023 |
Harbour Investments Inc. | 29,240 | $946 | 12/31/2023 |
UOCT | 29,240 | $946 | 12/31/2023 |
AE Wealth Management LLC | 28,287 | $927 | 12/31/2023 |
UOCT | 28,287 | $927 | 12/31/2023 |
Betterment LLC | 27,471 | $889 | 12/31/2023 |
UOCT | 27,471 | $889 | 12/31/2023 |
Arete Wealth Advisors LLC | 26,412 | $855 | 12/31/2023 |
UOCT | 26,412 | $855 | 12/31/2023 |
Centaurus Financial Inc. | 25,825 | $836 | 12/31/2023 |
UOCT | 25,825 | $836 | 12/31/2023 |
Central Valley Advisors LLC | 20,129 | $676 | 03/31/2024 |
UOCT | 20,129 | $676 | 03/31/2024 |
Spire Wealth Management | 18,586 | $607 | 12/31/2023 |
UOCT | 18,586 | $607 | 12/31/2023 |
Continuum Advisory LLC | 17,694 | $573 | 12/31/2023 |
UOCT | 17,694 | $573 | 12/31/2023 |
Long Island Wealth Management Inc. | 17,596 | $570 | 12/31/2023 |
UOCT | 17,596 | $570 | 12/31/2023 |
Envestnet Asset Management Inc. | 17,565 | $569 | 12/31/2023 |
UOCT | 17,565 | $569 | 12/31/2023 |
Brown Wealth Management LLC | 16,260 | $526 | 12/31/2023 |
UOCT | 16,260 | $526 | 12/31/2023 |
Cetera Advisor Networks LLC | 14,356 | $465 | 12/31/2023 |
UOCT | 14,356 | $465 | 12/31/2023 |
Susquehanna International Group LLP | 14,160 | $458 | 12/31/2023 |
UOCT | 14,160 | $458 | 12/31/2023 |
WCG Wealth Advisors LLC | 14,026 | $454 | 12/31/2023 |
UOCT | 14,026 | $454 | 12/31/2023 |
Archer Investment Corp | 13,920 | $451 | 12/31/2023 |
UOCT | 13,920 | $451 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 12,785 | $414 | 12/31/2023 |
UOCT | 12,785 | $414 | 12/31/2023 |
Berger Financial Group Inc | 11,738 | $394 | 03/31/2024 |
UOCT | 11,738 | $394 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 11,728 | $380 | 12/31/2023 |
UOCT | 11,728 | $380 | 12/31/2023 |
Janney Montgomery Scott LLC | 11,680 | $378 | 12/31/2023 |
UOCT | 11,680 | $378 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 9,671 | $325 | 03/31/2024 |
UOCT | 9,671 | $325 | 03/31/2024 |
Morgan Stanley | 10,000 | $324 | 12/31/2023 |
UOCT | 10,000 | $324 | 12/31/2023 |
SageView Advisory Group LLC | 7,471 | $245 | 12/31/2023 |
UOCT | 7,471 | $245 | 12/31/2023 |
Raymond James & Associates | 7,175 | $232 | 12/31/2023 |
UOCT | 7,175 | $232 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 7,100 | $230 | 12/31/2023 |
UOCT | 7,100 | $230 | 12/31/2023 |
Retirement Planning Group | 6,812 | $229 | 03/31/2024 |
UOCT | 6,812 | $229 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 6,619 | $214 | 12/31/2023 |
UOCT | 6,619 | $214 | 12/31/2023 |
RFG Advisory LLC | 6,277 | $211 | 03/31/2024 |
UOCT | 6,277 | $211 | 03/31/2024 |
Avantax Advisory Services Inc. | 6,419 | $208 | 12/31/2023 |
UOCT | 6,419 | $208 | 12/31/2023 |
Capital Investment Advisory Services LLC | 5,400 | $175 | 12/31/2023 |
UOCT | 5,400 | $175 | 12/31/2023 |
Mather Group LLC. | 4,006 | $130 | 03/31/2024 |
UOCT | 4,006 | $130 | 03/31/2024 |
CWM LLC | 3,771 | $127 | 03/31/2024 |
UOCT | 3,771 | $127 | 03/31/2024 |
Sugarloaf Wealth Management LLC | 3,585 | $116 | 12/31/2023 |
UOCT | 3,585 | $116 | 12/31/2023 |
Royal Bank of Canada | 3,379 | $109 | 12/31/2023 |
UOCT | 3,379 | $109 | 12/31/2023 |
JPMorgan Chase & Co. | 2,848 | $92 | 12/31/2023 |
UOCT | 2,848 | $92 | 12/31/2023 |
Advisory Services Network LLC | 2,821 | $91 | 12/31/2023 |
UOCT | 2,821 | $91 | 12/31/2023 |
Principal Securities Inc. | 2,389 | $77 | 12/31/2023 |
UOCT | 2,389 | $77 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 600 | $19 | 12/31/2023 |
UOCT | 600 | $19 | 12/31/2023 |
SRS Capital Advisors Inc. | 121 | $4 | 12/31/2023 |
UOCT | 121 | $4 | 12/31/2023 |
UBS Group AG | 122 | $4 | 12/31/2023 |
UOCT | 122 | $4 | 12/31/2023 |
Larson Financial Group LLC | 68 | $2 | 12/31/2023 |
UOCT | 68 | $2 | 12/31/2023 |
Wells Fargo & Company MN | 1 | $0 | 12/31/2023 |
UOCT | 1 | $0 | 12/31/2023 |
FMR LLC | 1 | $0 | 12/31/2023 |
UOCT | 1 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
UOCT | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UOCT
See Details: Top 10 Hedge Funds Holding UOCT
Also See: UOCT Holdings Changes
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