HoldingsChannel.com
Funds Holding USIG

On this page, we present all of the funds holding USIG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding USIG, with a link to that fund's top holdings. The next columns indicate the amount of USIG stock held by each of the funds holding USIG, followed by the USIG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 367 funds holding USIG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding USIG), click the fund name in the "Holder" column of the funds-holding-USIG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE27,825,912$1,426,356 12/31/2023
     USIG27,825,912$1,426,356 12/31/2023
Empower Advisory Group LLC11,952,796$612,700 12/31/2023
     USIG11,952,796$612,700 12/31/2023
Japan Science & Technology Agency7,234,311$370,831 12/31/2023
     USIG7,234,311$370,831 12/31/2023
Truist Financial Corp6,944,496$355,975 12/31/2023
     USIG6,944,496$355,975 12/31/2023
Bank of New York Mellon Corp6,935,134$355,495 12/31/2023
     USIG6,935,134$355,495 12/31/2023
UBS Group AG6,171,034$316,327 12/31/2023
     USIG6,171,034$316,327 12/31/2023
Assetmark Inc.5,307,764$272,076 12/31/2023
     USIG5,307,764$272,076 12/31/2023
Envestnet Asset Management Inc.4,511,142$231,241 12/31/2023
     USIG4,511,142$231,241 12/31/2023
Allworth Financial LP4,126,355$211,517 12/31/2023
     USIG4,126,355$211,517 12/31/2023
Stifel Financial Corp3,585,498$183,793 12/31/2023
     USIG3,585,498$183,793 12/31/2023
Sei Investments Co.2,879,292$147,598 12/31/2023
     USIG2,879,292$147,598 12/31/2023
BlackRock Inc.2,810,388$144,060 12/31/2023
     USIG2,810,388$144,060 12/31/2023
TIAA Trust National Association2,694,172$138,238 12/31/2023
     USIG2,694,172$138,238 12/31/2023
Ameriprise Financial Inc.2,644,866$133,877 12/31/2023
     USIG2,644,866$133,877 12/31/2023
Morgan Stanley2,320,750$118,962 12/31/2023
     USIG2,320,750$118,962 12/31/2023
Asset Management One Co. Ltd.2,251,240$115,399 12/31/2023
     USIG2,251,240$115,399 12/31/2023
Valmark Advisers Inc.2,102,378$107,768 12/31/2023
     USIG2,102,378$107,768 12/31/2023
1832 Asset Management L.P.2,007,636$102,911 12/31/2023
     USIG2,007,636$102,911 12/31/2023
Voya Financial Advisors Inc.1,674,532$86,021 12/31/2023
     USIG1,674,532$86,021 12/31/2023
AE Wealth Management LLC1,575,273$79,945 12/31/2023
     USIG1,575,273$79,945 12/31/2023
Sensible Financial Planning & Management LLC.1,291,889$66,222 12/31/2023
     USIG1,291,889$66,222 12/31/2023
Merit Financial Group LLC1,288,994$66,074 12/31/2023
     USIG1,288,994$66,074 12/31/2023
Mather Group LLC.1,136,987$58,282 03/31/2024
     USIG1,136,987$58,282 03/31/2024
Meiji Yasuda Life Insurance Co1,072,400$54,971 12/31/2023
     USIG1,072,400$54,971 12/31/2023
Mirae Asset Global Investments Co. Ltd.1,001,641$51,345 12/31/2023
     USIG1,001,641$51,345 12/31/2023
Long Run Wealth Advisors LLC777,370$39,848 12/31/2023
     USIG777,370$39,848 12/31/2023
LPL Financial LLC745,330$38,206 12/31/2023
     USIG745,330$38,206 12/31/2023
The Manufacturers Life Insurance Company 740,873$37,977 12/31/2023
     USIG740,873$37,977 12/31/2023
Royal Bank of Canada717,596$36,785 12/31/2023
     USIG717,596$36,785 12/31/2023
STA Wealth Management LLC674,667$34,583 12/31/2023
     USIG674,667$34,583 12/31/2023
JPMorgan Chase & Co.649,430$33,290 12/31/2023
     USIG649,430$33,290 12/31/2023
Goldman Sachs Group Inc.627,727$32,177 12/31/2023
     USIG627,727$32,177 12/31/2023
Cetera Advisor Networks LLC620,777$31,821 12/31/2023
     USIG620,777$31,821 12/31/2023
MCF Advisors LLC620,649$31,510 03/31/2024
     USIG620,649$31,510 03/31/2024
Metropolitan Life Insurance Co NY578,568$29,657 12/31/2023
     USIG578,568$29,657 12/31/2023
Americana Partners LLC541,928$27,817 12/31/2023
     USIG541,928$27,817 12/31/2023
Raymond James & Associates535,342$27,442 12/31/2023
     USIG535,342$27,442 12/31/2023
Advisor Group Holdings Inc.529,983$27,167 12/31/2023
     USIG529,983$27,167 12/31/2023
CWM LLC532,908$27,056 03/31/2024
     USIG532,908$27,056 03/31/2024
Janney Montgomery Scott LLC476,929$24,448 12/31/2023
     USIG476,929$24,448 12/31/2023
Manning & Napier Group LLC429,666$21,814 03/31/2024
     USIG429,666$21,814 03/31/2024
Boston Financial Mangement LLC395,869$20,292 12/31/2023
     USIG395,869$20,292 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC391,259$20,056 12/31/2023
     USIG391,259$20,056 12/31/2023
Ratio Wealth Group372,436$19,091 12/31/2023
     USIG372,436$19,091 12/31/2023
NewEdge Wealth LLC372,404$19,089 12/31/2023
     USIG372,404$19,089 12/31/2023
M&T Bank Corp346,533$17,763 12/31/2023
     USIG346,533$17,763 12/31/2023
Cerity Partners LLC320,081$16,407 12/31/2023
     USIG320,081$16,407 12/31/2023
Securian Asset Management Inc310,862$15,935 12/31/2023
     USIG310,862$15,935 12/31/2023
Resources Investment Advisors LLC.302,801$15,522 12/31/2023
     USIG302,801$15,522 12/31/2023
Vontobel Holding Ltd.300,000$15,378 12/31/2023
     USIG300,000$15,378 12/31/2023
Shelter Mutual Insurance Co290,980$14,910 12/31/2023
     USIG290,980$14,910 12/31/2023
One Capital Management LLC277,380$14,218 12/31/2023
     USIG277,380$14,218 12/31/2023
Trilogy Capital Inc.279,281$14,179 03/31/2024
     USIG279,281$14,179 03/31/2024
Bank Hapoalim BM255,000$12,258 12/31/2023
     USIG255,000$12,258 12/31/2023
Steward Partners Investment Advisory LLC237,054$12,151 12/31/2023
     USIG237,054$12,151 12/31/2023
McKinley Carter Wealth Services Inc.235,672$12,081 12/31/2023
     USIG235,672$12,081 12/31/2023
Wells Fargo & Company MN230,971$11,840 12/31/2023
     USIG230,971$11,840 12/31/2023
Cosner Financial Group LLC227,698$11,672 12/31/2023
     USIG227,698$11,672 12/31/2023
New York Life Investment Management LLC206,126$10,566 12/31/2023
     USIG206,126$10,566 12/31/2023
Hsbc Holdings PLC203,159$10,414 12/31/2023
     USIG203,159$10,414 12/31/2023
Destination Wealth Management202,231$10,366 12/31/2023
     USIG202,231$10,366 12/31/2023
Rockefeller Capital Management L.P.200,296$10,267 12/31/2023
     USIG200,296$10,267 12/31/2023
US Bancorp DE190,062$9,743 12/31/2023
     USIG190,062$9,743 12/31/2023
Westover Capital Advisors LLC163,878$8,400 12/31/2023
     USIG163,878$8,400 12/31/2023
Glassy Mountain Advisors Inc.160,827$8,244 12/31/2023
     USIG160,827$8,244 12/31/2023
ST Germain D J Co. Inc.159,142$8,080 03/31/2024
     USIG159,142$8,080 03/31/2024
Simplicity Wealth LLC142,055$7,282 12/31/2023
     USIG142,055$7,282 12/31/2023
Fulton Breakefield Broenniman LLC138,018$7,075 12/31/2023
     USIG138,018$7,075 12/31/2023
Geneos Wealth Management Inc.134,976$6,919 12/31/2023
     USIG134,976$6,919 12/31/2023
Kingdom Financial Group LLC.119,267$6,114 12/31/2023
     USIG119,267$6,114 12/31/2023
Comerica Bank118,322$6,065 12/31/2023
     USIG118,322$6,065 12/31/2023
Waterloo Capital L.P.114,759$5,883 12/31/2023
     USIG114,759$5,883 12/31/2023
Quantitative Strategies Inc.105,201$5,393 12/31/2023
     USIG105,201$5,393 12/31/2023
Cetera Investment Advisers104,283$5,346 12/31/2023
     USIG104,283$5,346 12/31/2023
Crestwood Advisors Group LLC103,351$5,298 12/31/2023
     USIG103,351$5,298 12/31/2023
Envestnet Portfolio Solutions Inc.100,599$5,157 12/31/2023
     USIG100,599$5,157 12/31/2023
Checchi Capital Advisers LLC97,618$5,004 12/31/2023
     USIG97,618$5,004 12/31/2023
Bartlett & Co. LLC93,686$4,813 12/31/2023
     USIG93,686$4,813 12/31/2023
Bartlett & CO. Wealth Management LLC93,686$4,813 12/31/2023
     USIG93,686$4,813 12/31/2023
Pallas Capital Advisors LLC91,288$4,635 03/31/2024
     USIG91,288$4,635 03/31/2024
Kestra Advisory Services LLC87,331$4,477 12/31/2023
     USIG87,331$4,477 12/31/2023
Quattro Financial Advisors LLC87,967$4,466 03/31/2024
     USIG87,967$4,466 03/31/2024
Sigma Planning Corp84,865$4,350 12/31/2023
     USIG84,865$4,350 12/31/2023
US Financial Advisors LLC84,148$4,313 12/31/2023
     USIG84,148$4,313 12/31/2023
Cambridge Investment Research Advisors Inc.79,887$4,095 12/31/2023
     USIG79,887$4,095 12/31/2023
Aire Advisors LLC77,994$4,003 12/31/2023
     USIG77,994$4,003 12/31/2023
TD Waterhouse Canada Inc.77,415$3,936 12/31/2023
     USIG77,415$3,936 12/31/2023
Aveo Capital Partners LLC76,618$3,927 12/31/2023
     USIG76,618$3,927 12/31/2023
IVC Wealth Advisors LLC76,217$3,870 03/31/2024
     USIG76,217$3,870 03/31/2024
Columbus Macro LLC76,053$3,861 03/31/2024
     USIG76,053$3,861 03/31/2024
Erickson Financial Group LLC74,803$3,834 12/31/2023
     USIG74,803$3,834 12/31/2023
Trivant Custom Portfolio Group LLC75,434$3,830 03/31/2024
     USIG75,434$3,830 03/31/2024
Virtue Capital Management LLC74,692$3,779 12/31/2023
     USIG74,692$3,779 12/31/2023
Banco Santander S.A.72,989$3,741 12/31/2023
     USIG72,989$3,741 12/31/2023
Strategic Investment Advisors MI71,761$3,678 12/31/2023
     USIG71,761$3,678 12/31/2023
Belvedere Trading LLC $3,588 12/31/2023
     Call70,000$3,588 12/31/2023
Baird Financial Group Inc.69,182$3,546 12/31/2023
     USIG69,182$3,546 12/31/2023
Atria Investments LLC66,917$3,430 12/31/2023
     USIG66,917$3,430 12/31/2023
Hart & Patterson Financial Group LLC67,304$3,417 03/31/2024
     USIG67,304$3,417 03/31/2024
Center For Asset Management LLC66,551$3,411 12/31/2023
     USIG66,551$3,411 12/31/2023
Tolleson Wealth Management Inc.62,113$3,184 12/31/2023
     USIG62,113$3,184 12/31/2023
Compagnie Lombard Odier SCmA61,530$3,155 12/31/2023
     USIG61,530$3,155 12/31/2023
Beaumont Capital Management LLC60,877$3,121 12/31/2023
     USIG60,877$3,121 12/31/2023
Monticello Wealth Management LLC58,469$2,997 12/31/2023
     USIG58,469$2,997 12/31/2023
Fluent Financial LLC55,857$2,863 12/31/2023
     USIG55,857$2,863 12/31/2023
Commonwealth Equity Services LLC55,834$2,862 12/31/2023
     USIG55,834$2,862 12/31/2023
Atria Wealth Solutions Inc.55,278$2,834 12/31/2023
     USIG55,278$2,834 12/31/2023
Dfpg Investments LLC53,763$2,738 12/31/2023
     USIG53,763$2,738 12/31/2023
Pictet Asset Management Holding SA50,045$2,565 12/31/2023
     USIG50,045$2,565 12/31/2023
Raymond James Financial Services Advisors Inc.49,333$2,529 12/31/2023
     USIG49,333$2,529 12/31/2023
Bank of Montreal Can48,048$2,472 12/31/2023
     USIG48,048$2,472 12/31/2023
Fisher Asset Management LLC47,830$2,452 12/31/2023
     USIG47,830$2,452 12/31/2023
Keybank National Association OH46,279$2,372 12/31/2023
     USIG46,279$2,372 12/31/2023
Proequities Inc.44,990$2,306 12/31/2023
     USIG44,990$2,306 12/31/2023
Swmg LLC44,766$2,295 12/31/2023
     USIG44,766$2,295 12/31/2023
Compass Financial Group Inc.42,073$2,157 12/31/2023
     USIG42,073$2,157 12/31/2023
Global Wealth Management Investment Advisory Inc.40,667$2,085 12/31/2023
     USIG40,667$2,085 12/31/2023
Northwestern Mutual Wealth Management Co.38,385$1,968 12/31/2023
     USIG38,385$1,968 12/31/2023
Mariner LLC38,307$1,964 12/31/2023
     USIG38,307$1,964 12/31/2023
Family Wealth Group LLC35,672$1,829 12/31/2023
     USIG35,672$1,829 12/31/2023
Diligent Investors LLC35,614$1,826 12/31/2023
     USIG35,614$1,826 12/31/2023
Cetera Advisors LLC35,122$1,800 12/31/2023
     USIG35,122$1,800 12/31/2023
Bellwether Advisors LLC34,681$1,778 12/31/2023
     USIG34,681$1,778 12/31/2023
Cobblestone Capital Advisors LLC NY33,588$1,722 12/31/2023
     USIG33,588$1,722 12/31/2023
Quent Capital LLC33,489$1,717 12/31/2023
     USIG33,489$1,717 12/31/2023
ShoreHaven Wealth Partners LLC32,257$1,653 12/31/2023
     USIG32,257$1,653 12/31/2023
Wealth Enhancement Advisory Services LLC32,410$1,645 03/31/2024
     USIG32,410$1,645 03/31/2024
Creative Planning31,743$1,627 12/31/2023
     USIG31,743$1,627 12/31/2023
Csenge Advisory Group31,148$1,597 12/31/2023
     USIG31,148$1,597 12/31/2023
Valeo Financial Advisors LLC29,890$1,518 03/31/2024
     USIG29,890$1,518 03/31/2024
GWM Advisors LLC27,696$1,409 12/31/2023
     USIG27,696$1,409 12/31/2023
MA Private Wealth26,426$1,355 12/31/2023
     USIG26,426$1,355 12/31/2023
Family Asset Management LLC26,314$1,349 12/31/2023
     USIG26,314$1,349 12/31/2023
Integrated Wealth Concepts LLC25,999$1,333 12/31/2023
     USIG25,999$1,333 12/31/2023
EverSource Wealth Advisors LLC25,763$1,321 12/31/2023
     USIG25,763$1,321 12/31/2023
New Century Financial Group LLC25,709$1,318 12/31/2023
     USIG25,709$1,318 12/31/2023
Fort Washington Investment Advisors Inc. OH25,690$1,317 12/31/2023
     USIG25,690$1,317 12/31/2023
WBH Advisory Inc.25,451$1,292 03/31/2024
     USIG25,451$1,292 03/31/2024
Citadel Advisors LLC $1,288 12/31/2023
     USIG25,740$1,319 12/31/2023
     Put600$31 12/31/2023
Patriot Investment Management Inc.24,958$1,267 03/31/2024
     USIG24,958$1,267 03/31/2024
Arden Trust Co24,435$1,241 03/31/2024
     USIG24,435$1,241 03/31/2024
Fifth Third Securities Inc.24,427$1,240 03/31/2024
     USIG24,427$1,240 03/31/2024
Kestra Private Wealth Services LLC23,762$1,218 12/31/2023
     USIG23,762$1,218 12/31/2023
Venture Visionary Partners LLC23,491$1,204 12/31/2023
     USIG23,491$1,204 12/31/2023
Penobscot Investment Management Company Inc.22,850$1,171 12/31/2023
     USIG22,850$1,171 12/31/2023
Stratos Wealth Partners LTD.22,070$1,120 03/31/2024
     USIG22,070$1,120 03/31/2024
Kingfisher Capital LLC20,822$1,067 12/31/2023
     USIG20,822$1,067 12/31/2023
Park Avenue Securities LLC20,898$1,061 03/31/2024
     USIG20,898$1,061 03/31/2024
Capstone Wealth Management Group LLC20,787$1,055 03/31/2024
     USIG20,787$1,055 03/31/2024
Apollon Wealth Management LLC20,473$1,049 12/31/2023
     USIG20,473$1,049 12/31/2023
HighTower Advisors LLC18,482$948 12/31/2023
     USIG18,482$948 12/31/2023
Private Advisor Group LLC18,492$948 12/31/2023
     USIG18,492$948 12/31/2023
Lion Street Advisors LLC18,102$928 03/31/2024
     USIG18,102$928 03/31/2024
Shared Vision Wealth Group LLC17,745$910 12/31/2023
     USIG17,745$910 12/31/2023
Actinver Wealth Management Inc.17,274$885 12/31/2023
     USIG17,274$885 12/31/2023
Beacon Pointe Advisors LLC16,943$868 12/31/2023
     USIG16,943$868 12/31/2023
Wealthstar Advisors LLC16,590$850 12/31/2023
     USIG16,590$850 12/31/2023
Principal Securities Inc.16,488$845 12/31/2023
     USIG16,488$845 12/31/2023
Signal Advisors Wealth LLC16,487$837 03/31/2024
     USIG16,487$837 03/31/2024
Cahill Financial Advisors Inc.16,166$829 12/31/2023
     USIG16,166$829 12/31/2023
Cedar Brook Financial Partners LLC16,138$819 03/31/2024
     USIG16,138$819 03/31/2024
Continuum Advisory LLC15,850$814 12/31/2023
     USIG15,850$814 12/31/2023
Brookstone Capital Management15,444$784 03/31/2024
     USIG15,444$784 03/31/2024
B.O.S.S. Retirement Advisors LLC15,187$779 12/31/2023
     USIG15,187$779 12/31/2023
Connecticut Wealth Management LLC14,973$768 12/31/2023
     USIG14,973$768 12/31/2023
Foundations Investment Advisors LLC14,887$764 12/31/2023
     USIG14,887$764 12/31/2023
Financial Synergies Wealth Advisors Inc.14,887$756 03/31/2024
     USIG14,887$756 03/31/2024
Market Street Wealth Management Advisors LLC14,108$716 03/31/2024
     USIG14,108$716 03/31/2024
Raymond James Trust N.A.13,765$706 12/31/2023
     USIG13,765$706 12/31/2023
First National Corp MA ADV13,711$703 03/31/2024
     USIG13,711$703 03/31/2024
Seascape Capital Management13,450$689 12/31/2023
     USIG13,450$689 12/31/2023
Miracle Mile Advisors LLC13,350$678 03/31/2024
     USIG13,350$678 03/31/2024
Sequoia Financial Advisors LLC13,152$674 12/31/2023
     USIG13,152$674 12/31/2023
Rockland Trust Co.13,129$667 03/31/2024
     USIG13,129$667 03/31/2024
Montecito Bank & Trust13,098$665 03/31/2024
     USIG13,098$665 03/31/2024
Exencial Wealth Advisors LLC12,529$642 12/31/2023
     USIG12,529$642 12/31/2023
MML Investors Services LLC12,363$634 12/31/2023
     USIG12,363$634 12/31/2023
Snowden Capital Advisors LLC12,287$630 12/31/2023
     USIG12,287$630 12/31/2023
Peterson Financial Group Inc.12,063$618 12/31/2023
     USIG12,063$618 12/31/2023
FDx Advisors Inc.11,157$572 12/31/2023
     USIG11,157$572 12/31/2023
Ascent Group LLC11,313$571 12/31/2023
     USIG11,313$571 12/31/2023
NTV Asset Management LLC10,736$550 12/31/2023
     USIG10,736$550 12/31/2023
Van Hulzen Asset Management LLC10,691$548 12/31/2023
     USIG10,691$548 12/31/2023
Maripau Wealth Management LLC10,697$548 12/31/2023
     USIG10,697$548 12/31/2023
Edgemoor Investment Advisors Inc.10,555$541 12/31/2023
     USIG10,555$541 12/31/2023
Arete Wealth Advisors LLC10,501$538 12/31/2023
     USIG10,501$538 12/31/2023
Clearbridge Investments LLC10,389$533 12/31/2023
     USIG10,389$533 12/31/2023
Global Retirement Partners LLC10,467$532 12/31/2023
     USIG10,467$532 12/31/2023
Robertson Stephens Wealth Management LLC10,261$526 12/31/2023
     USIG10,261$526 12/31/2023
DHK Financial Advisors Inc.10,135$520 12/31/2023
     USIG10,135$520 12/31/2023
Fifth Third Bancorp10,082$517 12/31/2023
     USIG10,082$517 12/31/2023
Cape Cod Five Cents Savings Bank10,068$516 12/31/2023
     USIG10,068$516 12/31/2023
Lyell Wealth Management LP9,815$503 12/31/2023
     USIG9,815$503 12/31/2023
Cahaba Wealth Management Inc.9,803$503 12/31/2023
     USIG9,803$503 12/31/2023
Financial Avengers Inc.9,772$501 12/31/2023
     USIG9,772$501 12/31/2023
Golden State Equity Partners9,371$480 12/31/2023
     USIG9,371$480 12/31/2023
Crabel Capital Management LLC9,262$475 12/31/2023
     USIG9,262$475 12/31/2023
Valley Financial Group Inc.9,073$465 12/31/2023
     USIG9,073$465 12/31/2023
Susquehanna International Group LLP8,897$456 12/31/2023
     USIG8,897$456 12/31/2023
Signature Securities Group Corporation8,918$453 03/31/2024
     USIG8,918$453 03/31/2024
Summit Financial LLC8,794$451 12/31/2023
     USIG8,794$451 12/31/2023
Perigon Wealth Management LLC8,579$440 12/31/2023
     USIG8,579$440 12/31/2023
SageView Advisory Group LLC8,625$440 12/31/2023
     USIG8,625$440 12/31/2023
Clearwater Capital Advisors LLC8,323$427 12/31/2023
     USIG8,323$427 12/31/2023
Change Path LLC8,337$427 12/31/2023
     USIG8,337$427 12/31/2023
Wescott Financial Advisory Group LLC8,307$426 12/31/2023
     USIG8,307$426 12/31/2023
TFB Advisors LLC8,247$423 12/31/2023
     USIG8,247$423 12/31/2023
PFG Advisors8,212$421 12/31/2023
     USIG8,212$421 12/31/2023
ADE LLC8,244$419 03/31/2024
     USIG8,244$419 03/31/2024
Koshinski Asset Management Inc.8,097$415 12/31/2023
     USIG8,097$415 12/31/2023
Truvestments Capital LLC8,009$411 12/31/2023
     USIG8,009$411 12/31/2023
Betterment LLC7,745$397 12/31/2023
     USIG7,745$397 12/31/2023
Kovitz Investment Group Partners LLC7,679$394 12/31/2023
     USIG7,679$394 12/31/2023
Stratos Wealth Advisors LLC7,645$388 03/31/2024
     USIG7,645$388 03/31/2024
ASB Consultores LLC7,460$382 12/31/2023
     USIG7,460$382 12/31/2023
Meadow Creek Wealth Advisors LLC7,311$375 12/31/2023
     USIG7,311$375 12/31/2023
Catalytic Wealth RIA LLC6,967$357 12/31/2023
     USIG6,967$357 12/31/2023
Buckingham Strategic Partners6,940$356 12/31/2023
     USIG6,940$356 12/31/2023
CAP Partners LLC6,949$353 03/31/2024
     USIG6,949$353 03/31/2024
J.W. Cole Advisors Inc.6,749$346 12/31/2023
     USIG6,749$346 12/31/2023
IPG Investment Advisors LLC6,518$334 12/31/2023
     USIG6,518$334 12/31/2023
Fort Point Capital Partners LLC6,362$326 12/31/2023
     USIG6,362$326 12/31/2023
Scotia Capital Inc.6,210$318 12/31/2023
     USIG6,210$318 12/31/2023
Arkadios Wealth Advisors6,158$316 12/31/2023
     USIG6,158$316 12/31/2023
Modern Wealth Management LLC6,035$309 12/31/2023
     USIG6,035$309 12/31/2023
Chicago Partners Investment Group LLC5,982$303 12/31/2023
     USIG5,982$303 12/31/2023
Hanlon Investment Management Inc.5,830$299 12/31/2023
     USIG5,830$299 12/31/2023
Lane & Associates LLC5,642$286 03/31/2024
     USIG5,642$286 03/31/2024
Greenleaf Trust5,514$283 12/31/2023
     USIG5,514$283 12/31/2023
RHS Financial LLC5,546$282 03/31/2024
     USIG5,546$282 03/31/2024
RFG Advisory LLC5,437$276 03/31/2024
     USIG5,437$276 03/31/2024
Sawtooth Solutions LLC5,325$273 12/31/2023
     USIG5,325$273 12/31/2023
IFG Advisory LLC5,273$270 12/31/2023
     USIG5,273$270 12/31/2023
Capital Advisors Inc. OK5,187$266 12/31/2023
     USIG5,187$266 12/31/2023
Savvy Advisors Inc.5,157$264 12/31/2023
     USIG5,157$264 12/31/2023
Buckingham Strategic Wealth LLC5,132$263 12/31/2023
     USIG5,132$263 12/31/2023
TD Capital Management LLC5,061$259 12/31/2023
     USIG5,061$259 12/31/2023
Clearstead Advisors LLC5,031$258 12/31/2023
     USIG5,031$258 12/31/2023
Noesis Capital Mangement Corp4,952$254 12/31/2023
     USIG4,952$254 12/31/2023
RWM Asset Management LLC4,982$253 03/31/2024
     USIG4,982$253 03/31/2024
Oppenheimer & Co. Inc.4,902$251 12/31/2023
     USIG4,902$251 12/31/2023
Azimuth Capital Investment Management LLC4,865$249 12/31/2023
     USIG4,865$249 12/31/2023
Evergreen Capital Management LLC4,829$248 12/31/2023
     USIG4,829$248 12/31/2023
Pathstone Holdings LLC4,843$248 12/31/2023
     USIG4,843$248 12/31/2023
Bellecapital International Ltd.4,784$245 12/31/2023
     USIG4,784$245 12/31/2023
James Investment Research Inc.4,755$244 12/31/2023
     USIG4,755$244 12/31/2023
Sonata Capital Group Inc.4,725$242 12/31/2023
     USIG4,725$242 12/31/2023
Oliver Lagore Vanvalin Investment Group4,689$240 12/31/2023
     USIG4,689$240 12/31/2023
Thrivent Financial for Lutherans4,633$237 12/31/2023
     USIG4,633$237 12/31/2023
Financial Management Professionals Inc.4,456$226 03/31/2024
     USIG4,456$226 03/31/2024
Avenue 1 Advisors LLC4,406$226 12/31/2023
     USIG4,406$226 12/31/2023
Cypress Wealth Services LLC4,362$221 03/31/2024
     USIG4,362$221 03/31/2024
Avantax Advisory Services Inc.4,292$220 12/31/2023
     USIG4,292$220 12/31/2023
Private Client Services LLC4,272$219 12/31/2023
     USIG4,272$219 12/31/2023
National Asset Management Inc.4,279$219 12/31/2023
     USIG4,279$219 12/31/2023
Cary Street Partners Investment Advisory LLC4,272$219 12/31/2023
     USIG4,272$219 12/31/2023
Iams Wealth Management LLC4,338$218 03/31/2024
     USIG4,338$218 03/31/2024
Stephens Inc. AR4,217$216 12/31/2023
     USIG4,217$216 12/31/2023
Townsquare Capital LLC4,122$211 12/31/2023
     USIG4,122$211 12/31/2023
Captrust Financial Advisors3,977$204 12/31/2023
     USIG3,977$204 12/31/2023
Quadrant Private Wealth Management LLC3,942$202 12/31/2023
     USIG3,942$202 12/31/2023
Facet Wealth Inc.3,951$201 12/31/2023
     USIG3,951$201 12/31/2023
Smartleaf Asset Management LLC3,740$192 12/31/2023
     USIG3,740$192 12/31/2023
Qube Research & Technologies Ltd3,184$163 12/31/2023
     USIG3,184$163 12/31/2023
FinTrust Capital Advisors LLC3,142$161 12/31/2023
     USIG3,142$161 12/31/2023
Icon Wealth Advisors LLC3,092$158 12/31/2023
     USIG3,092$158 12/31/2023
EP Wealth Advisors LLC3,009$154 12/31/2023
     USIG3,009$154 12/31/2023
The PNC Financial Services Group Inc.2,984$153 12/31/2023
     USIG2,984$153 12/31/2023
Advisory Services Network LLC2,914$149 12/31/2023
     USIG2,914$149 12/31/2023
Blair William & Co. IL2,791$143 12/31/2023
     USIG2,791$143 12/31/2023
Private Trust Co. NA2,713$139 12/31/2023
     USIG2,713$139 12/31/2023
Spectrum Wealth Counsel LLC2,612$134 12/31/2023
     USIG2,612$134 12/31/2023
Colonial Trust Co SC2,348$121 12/31/2023
     USIG2,348$121 12/31/2023
Pineridge Advisors LLC2,182$112 12/31/2023
     USIG2,182$112 12/31/2023
Coppell Advisory Solutions LLC1,942$100 12/31/2023
     USIG1,942$100 12/31/2023
Farther Finance Advisors LLC1,928$99 12/31/2023
     USIG1,928$99 12/31/2023
Harbour Investments Inc.1,732$89 12/31/2023
     USIG1,732$89 12/31/2023
Archer Investment Corp1,718$88 12/31/2023
     USIG1,718$88 12/31/2023
FMR LLC1,543$79 12/31/2023
     USIG1,543$79 12/31/2023
Premier Path Wealth Partners LLC1,520$78 12/31/2023
     USIG1,520$78 12/31/2023
AdvisorNet Financial Inc1,499$76 03/31/2024
     USIG1,499$76 03/31/2024
Tennessee Valley Asset Management Partners1,424$73 12/31/2023
     USIG1,424$73 12/31/2023
Creative Financial Designs Inc. ADV1,375$70 12/31/2023
     USIG1,375$70 12/31/2023
Barclays PLC1,352$69 12/31/2023
     USIG1,352$69 12/31/2023
Parallel Advisors LLC1,348$69 12/31/2023
     USIG1,348$69 12/31/2023
Richardson Financial Services Inc.1,308$67 12/31/2023
     USIG1,308$67 12/31/2023
Raleigh Capital Management Inc.1,289$66 12/31/2023
     USIG1,289$66 12/31/2023
Edmond DE Rothschild Holding S.A.1,240$64 12/31/2023
     USIG1,240$64 12/31/2023
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,183$60 12/31/2023
     USIG1,183$60 12/31/2023
Ronald Blue Trust Inc.1,094$52 12/31/2023
     USIG1,094$52 12/31/2023
IFP Advisors Inc929$48 12/31/2023
     USIG929$48 12/31/2023
Gradient Investments LLC919$47 12/31/2023
     USIG919$47 12/31/2023
Versant Capital Management Inc876$44 03/31/2024
     USIG876$44 03/31/2024
RFP Financial Group LLC723$37 12/31/2023
     USIG723$37 12/31/2023
Householder Group Estate & Retirement Specialist LLC718$36 12/31/2023
     USIG718$36 12/31/2023
NBC Securities Inc.706$35 03/31/2024
     USIG706$35 03/31/2024
Islay Capital Management LLC674$35 12/31/2023
     USIG674$35 12/31/2023
Spire Wealth Management690$35 12/31/2023
     USIG690$35 12/31/2023
Salem Investment Counselors Inc.615$31 03/31/2024
     USIG615$31 03/31/2024
Tucker Asset Management LLC597$31 12/31/2023
     USIG597$31 12/31/2023
Sound Income Strategies LLC583$30 03/31/2024
     USIG583$30 03/31/2024
Goodwin Investment Advisory587$30 12/31/2023
     USIG587$30 12/31/2023
ICA Group Wealth Management LLC584$30 12/31/2023
     USIG584$30 12/31/2023
First Horizon Advisors Inc.561$29 12/31/2023
     USIG561$29 12/31/2023
Founders Financial Alliance LLC481$25 12/31/2023
     USIG481$25 12/31/2023
National Bank of Canada FI500$24 12/31/2023
     USIG500$24 12/31/2023
Sunbelt Securities Inc.457$23 03/31/2024
     USIG457$23 03/31/2024
Anchor Investment Management LLC448$23 12/31/2023
     USIG448$23 12/31/2023
Financial Freedom LLC428$22 12/31/2023
     USIG428$22 12/31/2023
Winthrop Capital Management LLC400$21 12/31/2023
     USIG400$21 12/31/2023
DHJJ Financial Advisors Ltd.402$20 03/31/2024
     USIG402$20 03/31/2024
Harel Insurance Investments & Financial Services Ltd.360$18 12/31/2023
     USIG360$18 12/31/2023
Princeton Global Asset Management LLC350$18 12/31/2023
     USIG350$18 12/31/2023
Investors Research Corp338$17 12/31/2023
     USIG338$17 12/31/2023
Retirement Group LLC286$15 12/31/2023
     USIG286$15 12/31/2023
Huntington National Bank266$14 12/31/2023
     USIG266$14 12/31/2023
Phillips Financial Management LLC280$14 12/31/2023
     USIG280$14 12/31/2023
Sage Mountain Advisors LLC272$14 12/31/2023
     USIG272$14 12/31/2023
Nemes Rush Group LLC264$14 12/31/2023
     USIG264$14 12/31/2023
HM Payson & Co.253$13 12/31/2023
     USIG253$13 12/31/2023
AllSquare Wealth Management LLC250$13 12/31/2023
     USIG250$13 12/31/2023
Global Wealth Strategies & Associates215$11 03/31/2024
     USIG215$11 03/31/2024
Sandy Spring Bank218$11 12/31/2023
     USIG218$11 12/31/2023
Capital Analysts LLC207$11 12/31/2023
     USIG207$11 12/31/2023
Financial Gravity Asset Management Inc.209$11 12/31/2023
     USIG209$11 12/31/2023
AlphaMark Advisors LLC200$10 03/31/2024
     USIG200$10 03/31/2024
Franklin Resources Inc.203$10 12/31/2023
     USIG203$10 12/31/2023
Ogorek Anthony Joseph NY ADV211$10 12/31/2023
     USIG211$10 12/31/2023
Nomura Asset Management Co. Ltd.200$10 12/31/2023
     USIG200$10 12/31/2023
HHM Wealth Advisors LLC204$10 12/31/2023
     USIG204$10 12/31/2023
Northwest Capital Management Inc187$9 03/31/2024
     USIG187$9 03/31/2024
EPG Wealth Management LLC171$9 12/31/2023
     USIG171$9 12/31/2023
Delos Wealth Advisors LLC166$9 12/31/2023
     USIG166$9 12/31/2023
Cape Investment Advisory Inc.171$9 12/31/2023
     USIG171$9 12/31/2023
Future Financial Wealth Managment LLC159$8 03/31/2024
     USIG159$8 03/31/2024
Plante Moran Financial Advisors LLC148$8 12/31/2023
     USIG148$8 12/31/2023
Colonial Trust Advisors152$8 12/31/2023
     USIG152$8 12/31/2023
LGT Financial Advisors LLC154$8 12/31/2023
     USIG154$8 12/31/2023
Caitlin John LLC165$8 12/31/2023
     USIG165$8 12/31/2023
Foster Dykema Cabot & Partners LLC160$8 12/31/2023
     USIG160$8 12/31/2023
PayPay Securities Corp130$7 03/31/2024
     USIG130$7 03/31/2024
Vima LLC130$7 12/31/2023
     USIG130$7 12/31/2023
Coastal Investment Advisors Inc.120$6 03/31/2024
     USIG120$6 03/31/2024
Bessemer Group Inc.115$6 12/31/2023
     USIG115$6 12/31/2023
Planned Solutions Inc.112$6 12/31/2023
     USIG112$6 12/31/2023
Asset Dedication LLC77$4 03/31/2024
     USIG77$4 03/31/2024
FSC Wealth Advisors LLC76$4 03/31/2024
     USIG76$4 03/31/2024
Register Financial Advisors LLC72$4 03/31/2024
     USIG72$4 03/31/2024
Davis Capital Management69$3 03/31/2024
     USIG69$3 03/31/2024
WestEnd Advisors LLC56$3 12/31/2023
     USIG56$3 12/31/2023
Capital Investment Advisory Services LLC46$2 12/31/2023
     USIG46$2 12/31/2023
Bogart Wealth LLC44$2 12/31/2023
     USIG44$2 12/31/2023
First Command Advisory Services Inc.31$2 12/31/2023
     USIG31$2 12/31/2023
Castleview Partners LLC34$2 12/31/2023
     USIG34$2 12/31/2023
Key Financial Inc46$2 12/31/2023
     USIG46$2 12/31/2023
New Millennium Group LLC34$2 12/31/2023
     USIG34$2 12/31/2023
Harbor Investment Advisory LLC16$1 03/31/2024
     USIG16$1 03/31/2024
BNP Paribas Arbitrage SA11$1 12/31/2023
     USIG11$1 12/31/2023
Ancora Advisors LLC13$1 12/31/2023
     USIG13$1 12/31/2023
First Personal Financial Services13$1 12/31/2023
     USIG13$1 12/31/2023
Venturi Wealth Management LLC23$1 12/31/2023
     USIG23$1 12/31/2023
Larson Financial Group LLC15$1 12/31/2023
     USIG15$1 12/31/2023
Hobbs Group Advisors LLC14$1 12/31/2023
     USIG14$1 12/31/2023
VisionPoint Advisory Group LLC1$0 12/31/2023
     USIG1$0 12/31/2023
HighMark Wealth Management LLC3$0 12/31/2023
     USIG3$0 12/31/2023
FWL Investment Management LLC1$0 12/31/2023
     USIG1$0 12/31/2023
Covestor Ltd6$0 12/31/2023
     USIG6$0 12/31/2023
Long Island Wealth Management Inc.1$0 12/31/2023
     USIG1$0 12/31/2023

See Summary: Institutional Holders of USIG
See Details: Top 10 Hedge Funds Holding USIG
Also See: USIG Holdings Changes

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