HoldingsChannel.com
Funds Holding USTB

On this page, we present all of the funds holding USTB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding USTB, with a link to that fund's top holdings. The next columns indicate the amount of USTB stock held by each of the funds holding USTB, followed by the USTB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 78 funds holding USTB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Victory Capital Management Inc.. For more details on the positions held by Victory Capital Management Inc. (or by any of the other funds holding USTB), click the fund name in the "Holder" column of the funds-holding-USTB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Victory Capital Management Inc.4,231,845$209,857 12/31/2023
     USTB4,231,845$209,857 12/31/2023
Marquette Asset Management LLC593,874$29,450 12/31/2023
     USTB593,874$29,450 12/31/2023
Orion Portfolio Solutions LLC387,440$19,178 12/31/2023
     USTB387,440$19,178 12/31/2023
Morgan Stanley342,977$17,008 12/31/2023
     USTB342,977$17,008 12/31/2023
Jane Street Group LLC331,442$16,436 12/31/2023
     USTB331,442$16,436 12/31/2023
Bank of America Corp DE307,897$15,269 12/31/2023
     USTB307,897$15,269 12/31/2023
Legacy CG LLC282,134$14,059 03/31/2024
     USTB282,134$14,059 03/31/2024
Atria Investments LLC239,607$11,882 12/31/2023
     USTB239,607$11,882 12/31/2023
Mariner LLC235,442$11,676 12/31/2023
     USTB235,442$11,676 12/31/2023
Cornerstone Planning Group LLC227,743$11,294 12/31/2023
     USTB227,743$11,294 12/31/2023
LPL Financial LLC223,855$11,101 12/31/2023
     USTB223,855$11,101 12/31/2023
StrategIQ Financial Group LLC216,578$10,740 12/31/2023
     USTB216,578$10,740 12/31/2023
Prairieview Wealth Partners LLC213,183$10,623 03/31/2024
     USTB213,183$10,623 03/31/2024
Amplius Wealth Advisors LLC162,168$8,081 03/31/2024
     USTB162,168$8,081 03/31/2024
Toth Financial Advisory Corp157,975$7,872 03/31/2024
     USTB157,975$7,872 03/31/2024
Creative Financial Designs Inc. ADV134,291$6,659 12/31/2023
     USTB134,291$6,659 12/31/2023
Advisor Group Holdings Inc.117,418$5,823 12/31/2023
     USTB117,418$5,823 12/31/2023
Envestnet Asset Management Inc.113,549$5,631 12/31/2023
     USTB113,549$5,631 12/31/2023
Raymond James Financial Services Advisors Inc.111,494$5,556 03/31/2024
     USTB111,494$5,556 03/31/2024
Raymond James & Associates107,418$5,353 03/31/2024
     USTB107,418$5,353 03/31/2024
Susquehanna International Group LLP76,817$3,809 12/31/2023
     USTB76,817$3,809 12/31/2023
Stifel Financial Corp75,159$3,727 12/31/2023
     USTB75,159$3,727 12/31/2023
Masso Torrence Wealth Management Inc.72,654$3,603 12/31/2023
     USTB72,654$3,603 12/31/2023
Royal Bank of Canada62,587$3,104 12/31/2023
     USTB62,587$3,104 12/31/2023
Samalin Investment Counsel LLC46,848$2,323 12/31/2023
     USTB46,848$2,323 12/31/2023
Bank of Montreal Can36,613$1,794 12/31/2023
     USTB36,613$1,794 12/31/2023
Atria Wealth Solutions Inc.34,081$1,690 12/31/2023
     USTB34,081$1,690 12/31/2023
Darrow Company Inc.32,777$1,625 12/31/2023
     USTB32,777$1,625 12/31/2023
Elk River Wealth Management LLC29,514$1,471 03/31/2024
     USTB29,514$1,471 03/31/2024
Trademark Financial Management LLC28,409$1,409 12/31/2023
     USTB28,409$1,409 12/31/2023
Valmark Advisers Inc.27,825$1,380 12/31/2023
     USTB27,825$1,380 12/31/2023
Zimmermann Investment Management & Planning LLC27,557$1,373 03/31/2024
     USTB27,557$1,373 03/31/2024
Prudential Financial Inc.25,790$1,279 12/31/2023
     USTB25,790$1,279 12/31/2023
Advisory Services Network LLC25,564$1,268 12/31/2023
     USTB25,564$1,268 12/31/2023
Cambridge Investment Research Advisors Inc.25,037$1,242 12/31/2023
     USTB25,037$1,242 12/31/2023
Money Concepts Capital Corp24,172$1,199 12/31/2023
     USTB24,172$1,199 12/31/2023
Focus Financial Network Inc. ADV23,222$1,152 12/31/2023
     USTB23,222$1,152 12/31/2023
Redhawk Wealth Advisors Inc.22,823$1,132 12/31/2023
     USTB22,823$1,132 12/31/2023
CI Private Wealth LLC21,192$1,051 12/31/2023
     USTB21,192$1,051 12/31/2023
Swmg LLC19,398$962 12/31/2023
     USTB19,398$962 12/31/2023
Ameritas Advisory Services LLC19,071$946 12/31/2023
     USTB19,071$946 12/31/2023
Citadel Advisors LLC18,875$936 12/31/2023
     USTB18,875$936 12/31/2023
Proequities Inc.17,191$853 12/31/2023
     USTB17,191$853 12/31/2023
Daymark Wealth Partners LLC14,127$704 03/31/2024
     USTB14,127$704 03/31/2024
Flow Traders U.S. LLC14,143$701 12/31/2023
     USTB14,143$701 12/31/2023
Private Advisor Group LLC12,021$596 12/31/2023
     USTB12,021$596 12/31/2023
Integrated Wealth Concepts LLC10,952$543 12/31/2023
     USTB10,952$543 12/31/2023
CWM LLC10,213$509 03/31/2024
     USTB10,213$509 03/31/2024
UBS Group AG9,901$491 12/31/2023
     USTB9,901$491 12/31/2023
IHT Wealth Management LLC9,629$477 12/31/2023
     USTB9,629$477 12/31/2023
Pine Valley Investments Ltd Liability Co9,167$455 12/31/2023
     USTB9,167$455 12/31/2023
Lakeview Capital Partners LLC9,162$454 12/31/2023
     USTB9,162$454 12/31/2023
Kestra Advisory Services LLC9,045$449 12/31/2023
     USTB9,045$449 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors8,922$442 12/31/2023
     USTB8,922$442 12/31/2023
Cetera Advisors LLC8,253$409 12/31/2023
     USTB8,253$409 12/31/2023
Financial Partners Group Inc7,146$354 12/31/2023
     USTB7,146$354 12/31/2023
Cassaday & Co Wealth Management LLC7,124$353 12/31/2023
     USTB7,124$353 12/31/2023
Householder Group Estate & Retirement Specialist LLC6,750$334 12/31/2023
     USTB6,750$334 12/31/2023
Sigma Planning Corp6,585$327 12/31/2023
     USTB6,585$327 12/31/2023
Nations Financial Group Inc. IA ADV6,412$318 12/31/2023
     USTB6,412$318 12/31/2023
Patriot Financial Group Insurance Agency LLC6,316$313 12/31/2023
     USTB6,316$313 12/31/2023
Burt Wealth Advisors5,669$282 03/31/2024
     USTB5,669$282 03/31/2024
Wealth Enhancement Advisory Services LLC5,403$269 03/31/2024
     USTB5,403$269 03/31/2024
WT Wealth Management4,297$213 12/31/2023
     USTB4,297$213 12/31/2023
SageView Advisory Group LLC4,142$206 12/31/2023
     USTB4,142$206 12/31/2023
Aspire Wealth Management Corp3,481$173 12/31/2023
     USTB3,481$173 12/31/2023
Principal Securities Inc.2,447$121 12/31/2023
     USTB2,447$121 12/31/2023
GWM Advisors LLC1,336$66 12/31/2023
     USTB1,336$66 12/31/2023
Private Trust Co. NA1,159$57 12/31/2023
     USTB1,159$57 12/31/2023
Harbour Investments Inc.420$21 12/31/2023
     USTB420$21 12/31/2023
Caldwell Sutter Capital Inc.166$8 03/31/2024
     USTB166$8 03/31/2024
MV Capital Management Inc.169$8 03/31/2024
     USTB169$8 03/31/2024
Penserra Capital Management LLC150$7 12/31/2023
     USTB150$7 12/31/2023
Mather Group LLC.131$6 03/31/2024
     USTB131$6 03/31/2024
EverSource Wealth Advisors LLC113$6 12/31/2023
     USTB113$6 12/31/2023
South State CORP.22$1 12/31/2023
     USTB22$1 12/31/2023
Citigroup Inc.25$1 12/31/2023
     USTB25$1 12/31/2023
Versant Capital Management Inc10$0 03/31/2024
     USTB10$0 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     USTB1$0 12/31/2023

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

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