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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Victory Capital Management Inc. | 4,231,845 | $209,857 | 12/31/2023 |
USTB | 4,231,845 | $209,857 | 12/31/2023 |
Marquette Asset Management LLC | 593,874 | $29,450 | 12/31/2023 |
USTB | 593,874 | $29,450 | 12/31/2023 |
Orion Portfolio Solutions LLC | 387,440 | $19,178 | 12/31/2023 |
USTB | 387,440 | $19,178 | 12/31/2023 |
Morgan Stanley | 342,977 | $17,008 | 12/31/2023 |
USTB | 342,977 | $17,008 | 12/31/2023 |
Jane Street Group LLC | 331,442 | $16,436 | 12/31/2023 |
USTB | 331,442 | $16,436 | 12/31/2023 |
Bank of America Corp DE | 307,897 | $15,269 | 12/31/2023 |
USTB | 307,897 | $15,269 | 12/31/2023 |
Legacy CG LLC | 282,134 | $14,059 | 03/31/2024 |
USTB | 282,134 | $14,059 | 03/31/2024 |
Atria Investments LLC | 239,607 | $11,882 | 12/31/2023 |
USTB | 239,607 | $11,882 | 12/31/2023 |
Mariner LLC | 235,442 | $11,676 | 12/31/2023 |
USTB | 235,442 | $11,676 | 12/31/2023 |
Cornerstone Planning Group LLC | 227,743 | $11,294 | 12/31/2023 |
USTB | 227,743 | $11,294 | 12/31/2023 |
LPL Financial LLC | 223,855 | $11,101 | 12/31/2023 |
USTB | 223,855 | $11,101 | 12/31/2023 |
StrategIQ Financial Group LLC | 216,578 | $10,740 | 12/31/2023 |
USTB | 216,578 | $10,740 | 12/31/2023 |
Prairieview Wealth Partners LLC | 213,183 | $10,623 | 03/31/2024 |
USTB | 213,183 | $10,623 | 03/31/2024 |
Amplius Wealth Advisors LLC | 162,168 | $8,081 | 03/31/2024 |
USTB | 162,168 | $8,081 | 03/31/2024 |
Toth Financial Advisory Corp | 157,975 | $7,872 | 03/31/2024 |
USTB | 157,975 | $7,872 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 134,291 | $6,659 | 12/31/2023 |
USTB | 134,291 | $6,659 | 12/31/2023 |
Advisor Group Holdings Inc. | 117,418 | $5,823 | 12/31/2023 |
USTB | 117,418 | $5,823 | 12/31/2023 |
Envestnet Asset Management Inc. | 113,549 | $5,631 | 12/31/2023 |
USTB | 113,549 | $5,631 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 111,494 | $5,556 | 03/31/2024 |
USTB | 111,494 | $5,556 | 03/31/2024 |
Raymond James & Associates | 107,418 | $5,353 | 03/31/2024 |
USTB | 107,418 | $5,353 | 03/31/2024 |
Susquehanna International Group LLP | 76,817 | $3,809 | 12/31/2023 |
USTB | 76,817 | $3,809 | 12/31/2023 |
Stifel Financial Corp | 75,159 | $3,727 | 12/31/2023 |
USTB | 75,159 | $3,727 | 12/31/2023 |
Masso Torrence Wealth Management Inc. | 72,654 | $3,603 | 12/31/2023 |
USTB | 72,654 | $3,603 | 12/31/2023 |
Royal Bank of Canada | 62,587 | $3,104 | 12/31/2023 |
USTB | 62,587 | $3,104 | 12/31/2023 |
Samalin Investment Counsel LLC | 46,848 | $2,323 | 12/31/2023 |
USTB | 46,848 | $2,323 | 12/31/2023 |
Bank of Montreal Can | 36,613 | $1,794 | 12/31/2023 |
USTB | 36,613 | $1,794 | 12/31/2023 |
Atria Wealth Solutions Inc. | 34,081 | $1,690 | 12/31/2023 |
USTB | 34,081 | $1,690 | 12/31/2023 |
Darrow Company Inc. | 32,777 | $1,625 | 12/31/2023 |
USTB | 32,777 | $1,625 | 12/31/2023 |
Elk River Wealth Management LLC | 29,514 | $1,471 | 03/31/2024 |
USTB | 29,514 | $1,471 | 03/31/2024 |
Trademark Financial Management LLC | 28,409 | $1,409 | 12/31/2023 |
USTB | 28,409 | $1,409 | 12/31/2023 |
Valmark Advisers Inc. | 27,825 | $1,380 | 12/31/2023 |
USTB | 27,825 | $1,380 | 12/31/2023 |
Zimmermann Investment Management & Planning LLC | 27,557 | $1,373 | 03/31/2024 |
USTB | 27,557 | $1,373 | 03/31/2024 |
Prudential Financial Inc. | 25,790 | $1,279 | 12/31/2023 |
USTB | 25,790 | $1,279 | 12/31/2023 |
Advisory Services Network LLC | 25,564 | $1,268 | 12/31/2023 |
USTB | 25,564 | $1,268 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 25,037 | $1,242 | 12/31/2023 |
USTB | 25,037 | $1,242 | 12/31/2023 |
Money Concepts Capital Corp | 24,172 | $1,199 | 12/31/2023 |
USTB | 24,172 | $1,199 | 12/31/2023 |
Focus Financial Network Inc. ADV | 23,222 | $1,152 | 12/31/2023 |
USTB | 23,222 | $1,152 | 12/31/2023 |
Redhawk Wealth Advisors Inc. | 22,823 | $1,132 | 12/31/2023 |
USTB | 22,823 | $1,132 | 12/31/2023 |
CI Private Wealth LLC | 21,192 | $1,051 | 12/31/2023 |
USTB | 21,192 | $1,051 | 12/31/2023 |
Swmg LLC | 19,398 | $962 | 12/31/2023 |
USTB | 19,398 | $962 | 12/31/2023 |
Ameritas Advisory Services LLC | 19,071 | $946 | 12/31/2023 |
USTB | 19,071 | $946 | 12/31/2023 |
Citadel Advisors LLC | 18,875 | $936 | 12/31/2023 |
USTB | 18,875 | $936 | 12/31/2023 |
Proequities Inc. | 17,191 | $853 | 12/31/2023 |
USTB | 17,191 | $853 | 12/31/2023 |
Daymark Wealth Partners LLC | 14,127 | $704 | 03/31/2024 |
USTB | 14,127 | $704 | 03/31/2024 |
Flow Traders U.S. LLC | 14,143 | $701 | 12/31/2023 |
USTB | 14,143 | $701 | 12/31/2023 |
Private Advisor Group LLC | 12,021 | $596 | 12/31/2023 |
USTB | 12,021 | $596 | 12/31/2023 |
Integrated Wealth Concepts LLC | 10,952 | $543 | 12/31/2023 |
USTB | 10,952 | $543 | 12/31/2023 |
CWM LLC | 10,213 | $509 | 03/31/2024 |
USTB | 10,213 | $509 | 03/31/2024 |
UBS Group AG | 9,901 | $491 | 12/31/2023 |
USTB | 9,901 | $491 | 12/31/2023 |
IHT Wealth Management LLC | 9,629 | $477 | 12/31/2023 |
USTB | 9,629 | $477 | 12/31/2023 |
Pine Valley Investments Ltd Liability Co | 9,167 | $455 | 12/31/2023 |
USTB | 9,167 | $455 | 12/31/2023 |
Lakeview Capital Partners LLC | 9,162 | $454 | 12/31/2023 |
USTB | 9,162 | $454 | 12/31/2023 |
Kestra Advisory Services LLC | 9,045 | $449 | 12/31/2023 |
USTB | 9,045 | $449 | 12/31/2023 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 8,922 | $442 | 12/31/2023 |
USTB | 8,922 | $442 | 12/31/2023 |
Cetera Advisors LLC | 8,253 | $409 | 12/31/2023 |
USTB | 8,253 | $409 | 12/31/2023 |
Financial Partners Group Inc | 7,146 | $354 | 12/31/2023 |
USTB | 7,146 | $354 | 12/31/2023 |
Cassaday & Co Wealth Management LLC | 7,124 | $353 | 12/31/2023 |
USTB | 7,124 | $353 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 6,750 | $334 | 12/31/2023 |
USTB | 6,750 | $334 | 12/31/2023 |
Sigma Planning Corp | 6,585 | $327 | 12/31/2023 |
USTB | 6,585 | $327 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 6,412 | $318 | 12/31/2023 |
USTB | 6,412 | $318 | 12/31/2023 |
Patriot Financial Group Insurance Agency LLC | 6,316 | $313 | 12/31/2023 |
USTB | 6,316 | $313 | 12/31/2023 |
Burt Wealth Advisors | 5,669 | $282 | 03/31/2024 |
USTB | 5,669 | $282 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 5,403 | $269 | 03/31/2024 |
USTB | 5,403 | $269 | 03/31/2024 |
WT Wealth Management | 4,297 | $213 | 12/31/2023 |
USTB | 4,297 | $213 | 12/31/2023 |
SageView Advisory Group LLC | 4,142 | $206 | 12/31/2023 |
USTB | 4,142 | $206 | 12/31/2023 |
Aspire Wealth Management Corp | 3,481 | $173 | 12/31/2023 |
USTB | 3,481 | $173 | 12/31/2023 |
Principal Securities Inc. | 2,447 | $121 | 12/31/2023 |
USTB | 2,447 | $121 | 12/31/2023 |
GWM Advisors LLC | 1,336 | $66 | 12/31/2023 |
USTB | 1,336 | $66 | 12/31/2023 |
Private Trust Co. NA | 1,159 | $57 | 12/31/2023 |
USTB | 1,159 | $57 | 12/31/2023 |
Harbour Investments Inc. | 420 | $21 | 12/31/2023 |
USTB | 420 | $21 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 166 | $8 | 03/31/2024 |
USTB | 166 | $8 | 03/31/2024 |
MV Capital Management Inc. | 169 | $8 | 03/31/2024 |
USTB | 169 | $8 | 03/31/2024 |
Penserra Capital Management LLC | 150 | $7 | 12/31/2023 |
USTB | 150 | $7 | 12/31/2023 |
Mather Group LLC. | 131 | $6 | 03/31/2024 |
USTB | 131 | $6 | 03/31/2024 |
EverSource Wealth Advisors LLC | 113 | $6 | 12/31/2023 |
USTB | 113 | $6 | 12/31/2023 |
South State CORP. | 22 | $1 | 12/31/2023 |
USTB | 22 | $1 | 12/31/2023 |
Citigroup Inc. | 25 | $1 | 12/31/2023 |
USTB | 25 | $1 | 12/31/2023 |
Versant Capital Management Inc | 10 | $0 | 03/31/2024 |
USTB | 10 | $0 | 03/31/2024 |
Wells Fargo & Company MN | 1 | $0 | 12/31/2023 |
USTB | 1 | $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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