HoldingsChannel.com
Funds Holding UTF
HolderAmountPosition Size
($ in 1000's)
 As of
Alps Advisors Inc.2,114,058$39,850 03/31/2020
     UTF2,114,058$39,850 03/31/2020
Bank of America Corp DE1,403,828$26,463 03/31/2020
     UTF1,403,828$26,463 03/31/2020
Morgan Stanley1,261,948$23,788 03/31/2020
     UTF1,261,948$23,788 03/31/2020
UBS Group AG1,123,641$21,181 03/31/2020
     UTF1,123,641$21,181 03/31/2020
Wells Fargo & Company MN1,012,498$19,086 03/31/2020
     UTF1,012,498$19,086 03/31/2020
McGowan Group Asset Management Inc.979,880$18,471 03/31/2020
     UTF979,880$18,471 03/31/2020
Royal Bank of Canada725,664$13,679 03/31/2020
     UTF725,664$13,679 03/31/2020
Raymond James & Associates428,877$8,084 03/31/2020
     UTF428,877$8,084 03/31/2020
Raymond James Financial Services Advisors Inc.393,110$7,410 03/31/2020
     UTF393,110$7,410 03/31/2020
Guggenheim Capital LLC336,175$6,337 03/31/2020
     UTF336,175$6,337 03/31/2020
Advisor Group Holdings Inc.277,954$5,235 03/31/2020
     UTF277,954$5,235 03/31/2020
Stifel Financial Corp246,608$4,653 03/31/2020
     UTF246,608$4,653 03/31/2020
Rocky Mountain Advisers LLC179,137$3,377 03/31/2020
     UTF179,137$3,377 03/31/2020
Baird Financial Group Inc.178,472$3,364 03/31/2020
     UTF178,472$3,364 03/31/2020
First Trust Advisors LP171,294$3,229 03/31/2020
     UTF171,294$3,229 03/31/2020
Cornerstone Advisory LLC169,990$3,204 03/31/2020
     UTF169,990$3,204 03/31/2020
1832 Asset Management L.P.165,000$2,989 03/31/2020
     UTF165,000$2,989 03/31/2020
Intrinsic Edge Capital Management LLC150,000$2,828 03/31/2020
     UTF150,000$2,828 03/31/2020
Cetera Advisors LLC141,810$2,673 03/31/2020
     UTF141,810$2,673 03/31/2020
Cambridge Investment Research Advisors Inc.120,669$2,275 03/31/2020
     UTF120,669$2,275 03/31/2020
Landscape Capital Management L.L.C.116,087$2,188 03/31/2020
     UTF116,087$2,188 03/31/2020
Ameriprise Financial Inc.107,612$2,038 03/31/2020
     UTF107,612$2,038 03/31/2020
Sargent Investment Group LLC107,242$2,022 03/31/2020
     UTF107,242$2,022 03/31/2020
Truist Financial Corp106,859$2,015 03/31/2020
     UTF106,859$2,015 03/31/2020
Nations Financial Group Inc. IA ADV104,724$1,974 03/31/2020
     UTF104,724$1,974 03/31/2020
LPL Financial LLC104,351$1,967 03/31/2020
     UTF104,351$1,967 03/31/2020
Doliver Advisors LP89,956$1,903 03/31/2020
     UTF89,956$1,903 03/31/2020
Conning Inc.98,246$1,852 03/31/2020
     UTF98,246$1,852 03/31/2020
Rathbone Brothers plc97,126$1,831 03/31/2020
     UTF97,126$1,831 03/31/2020
First Republic Investment Management Inc.91,308$1,721 03/31/2020
     UTF91,308$1,721 03/31/2020
Bank of Montreal Can87,426$1,499 03/31/2020
     UTF87,426$1,499 03/31/2020
Polar Asset Management Partners Inc.78,909$1,487 03/31/2020
     UTF78,909$1,487 03/31/2020
Oxbow Advisors LLC76,026$1,433 03/31/2020
     UTF76,026$1,433 03/31/2020
Advisors Asset Management Inc.75,697$1,427 03/31/2020
     UTF75,697$1,427 03/31/2020
Commonwealth Equity Services LLC72,384$1,364 03/31/2020
     UTF72,384$1,364 03/31/2020
Wolverine Asset Management LLC69,356$1,307 03/31/2020
     UTF69,356$1,307 03/31/2020
Prospera Financial Services Inc66,475$1,253 03/31/2020
     UTF66,475$1,253 03/31/2020
Dixon Hubard Feinour & Brown Inc. VA64,822$1,222 03/31/2020
     UTF64,822$1,222 03/31/2020
Invesco Ltd.63,419$1,195 03/31/2020
     UTF63,419$1,195 03/31/2020
Parametric Portfolio Associates LLC63,157$1,191 03/31/2020
     UTF63,157$1,191 03/31/2020
Janney Montgomery Scott LLC61,944$1,168 03/31/2020
     UTF61,944$1,168 03/31/2020
Wedbush Securities Inc.60,961$1,149 03/31/2020
     UTF60,961$1,149 03/31/2020
Mckinley Capital Management LLC Delaware60,045$1,132 03/31/2020
     UTF60,045$1,132 03/31/2020
Aviance Capital Partners LLC56,945$1,073 03/31/2020
     UTF56,945$1,073 03/31/2020
Mariner LLC56,079$1,057 03/31/2020
     UTF56,079$1,057 03/31/2020
9258 Wealth Management LLC46,448$983 03/31/2020
     UTF46,448$983 03/31/2020
Miracle Mile Advisors LLC49,319$930 03/31/2020
     UTF49,319$930 03/31/2020
Integrated Advisors Network LLC45,674$861 03/31/2020
     UTF45,674$861 03/31/2020
PNC Financial Services Group Inc.44,986$848 03/31/2020
     UTF44,986$848 03/31/2020
Loveless Wealth Management LLC44,141$832 03/31/2020
     UTF44,141$832 03/31/2020
Kerntke Otto McGlone Wealth Management Group42,982$810 03/31/2020
     UTF42,982$810 03/31/2020
MML Investors Services LLC40,221$758 03/31/2020
     UTF40,221$758 03/31/2020
Huntington National Bank39,234$740 03/31/2020
     UTF39,234$740 03/31/2020
Steward Partners Investment Advisory LLC38,714$729 03/31/2020
     UTF38,714$729 03/31/2020
LexAurum Advisors LLC34,621$653 03/31/2020
     UTF34,621$653 03/31/2020
CNH Partners LLC33,767$637 03/31/2020
     UTF33,767$637 03/31/2020
HighTower Advisors LLC33,269$627 03/31/2020
     UTF33,269$627 03/31/2020
Shaker Financial Services LLC30,630$577 03/31/2020
     UTF30,630$577 03/31/2020
Meridian Investment Counsel Inc.30,556$576 03/31/2020
     UTF30,556$576 03/31/2020
Camelot Portfolios LLC30,519$575 03/31/2020
     UTF30,519$575 03/31/2020
Quad Cities Investment Group LLC29,713$560 03/31/2020
     UTF29,713$560 03/31/2020
Creative Planning28,795$543 03/31/2020
     UTF28,795$543 03/31/2020
TrinityPoint Wealth LLC28,790$543 03/31/2020
     UTF28,790$543 03/31/2020
Merit Financial Group LLC28,719$541 03/31/2020
     UTF28,719$541 03/31/2020
Cetera Advisor Networks LLC24,647$465 03/31/2020
     UTF24,647$465 03/31/2020
Rowland Carmichael Advisors Inc. ADV24,250$457 03/31/2020
     UTF24,250$457 03/31/2020
DAVENPORT & Co LLC22,486$424 03/31/2020
     UTF22,486$424 03/31/2020
Samalin Investment Counsel LLC22,239$419 03/31/2020
     UTF22,239$419 03/31/2020
Envestnet Asset Management Inc.21,967$414 03/31/2020
     UTF21,967$414 03/31/2020
Ancora Advisors LLC21,137$398 03/31/2020
     UTF21,137$398 03/31/2020
Cutter & CO Brokerage Inc.20,949$395 03/31/2020
     UTF20,949$395 03/31/2020
Kingsview Wealth Management LLC18,681$352 03/31/2020
     UTF18,681$352 03/31/2020
Brown Advisory Inc.18,152$342 03/31/2020
     UTF18,152$342 03/31/2020
Alpine Global Management LLC17,926$338 03/31/2020
     UTF17,926$338 03/31/2020
Castle Rock Wealth Management LLC16,445$330 03/31/2020
     UTF16,445$330 03/31/2020
Millennium Management LLC16,614$313 03/31/2020
     UTF16,614$313 03/31/2020
Shulman DeMeo Asset Management LLC16,557$312 03/31/2020
     UTF16,557$312 03/31/2020
Cornell Pochily Investment Advisors Inc.5,652$305 03/31/2020
     UTF5,652$305 03/31/2020
Private Advisor Group LLC15,960$301 03/31/2020
     UTF15,960$301 03/31/2020
Raymond James Trust N.A.15,397$290 03/31/2020
     UTF15,397$290 03/31/2020
Pekin Hardy Strauss Inc.14,590$275 03/31/2020
     UTF14,590$275 03/31/2020
Mutual Advisors LLC14,337$270 03/31/2020
     UTF14,337$270 03/31/2020
Certified Advisory Corp14,321$270 03/31/2020
     UTF14,321$270 03/31/2020
Ahrens Investment Partners LLC12,899$243 03/31/2020
     UTF12,899$243 03/31/2020
Ford Financial Group LLC12,500$235 03/31/2020
     UTF12,500$235 03/31/2020
Jolley Asset Management LLC12,075$228 03/31/2020
     UTF12,075$228 03/31/2020
Oppenheimer & Co. Inc.11,961$226 03/31/2020
     UTF11,961$226 03/31/2020
Lido Advisors LLC11,974$226 03/31/2020
     UTF11,974$226 03/31/2020
Northwestern Mutual Wealth Management Co.11,894$224 03/31/2020
     UTF11,894$224 03/31/2020
Capital Investment Advisors LLC11,790$222 03/31/2020
     UTF11,790$222 03/31/2020
Cardan Capital Partners LLC11,500$217 03/31/2020
     UTF11,500$217 03/31/2020
Stephens Inc. AR29,123$202 03/31/2020
     UTF29,123$202 03/31/2020
Arete Wealth Management LLC10,119$191 03/31/2020
     UTF10,119$191 03/31/2020
HM Payson & Co.10,000$189 03/31/2020
     UTF10,000$189 03/31/2020
US Bancorp DE9,981$188 03/31/2020
     UTF9,981$188 03/31/2020
North Star Investment Management Corp.10,000$188 03/31/2020
     UTF10,000$188 03/31/2020
MUFG Americas Holdings Corp8,929$168 03/31/2020
     UTF8,929$168 03/31/2020
Patriot Financial Group Insurance Agency LLC7,983$150 03/31/2020
     UTF7,983$150 03/31/2020
Benjamin F. Edwards & Company Inc.7,593$143 03/31/2020
     UTF7,593$143 03/31/2020
Capital Bank & Trust Co6,993$132 03/31/2020
     UTF6,993$132 03/31/2020
CWM LLC6,219$117 03/31/2020
     UTF6,219$117 03/31/2020
Zions Bancorporation N.A.6,000$113 03/31/2020
     UTF6,000$113 03/31/2020
Citigroup Inc.5,950$112 03/31/2020
     UTF5,950$112 03/31/2020
Capital Advisors Ltd. LLC5,703$108 03/31/2020
     UTF5,703$108 03/31/2020
Sandy Spring Bank5,672$107 03/31/2020
     UTF5,672$107 03/31/2020
Eudaimonia Partners LLC5,358$101 03/31/2020
     UTF5,358$101 03/31/2020
Parallel Advisors LLC5,327$100 03/31/2020
     UTF5,327$100 03/31/2020
Bellevue Asset Management LLC4,466$96 03/31/2020
     UTF4,466$96 03/31/2020
BlackRock Inc.4,998$94 03/31/2020
     UTF4,998$94 03/31/2020
Sugarloaf Wealth Management LLC4,923$93 03/31/2020
     UTF4,923$93 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC3,816$84 06/30/2020
     UTF3,816$84 06/30/2020
NEXT Financial Group Inc3,017$56 03/31/2020
     UTF3,017$56 03/31/2020
Advisory Services Network LLC2,935$55 03/31/2020
     UTF2,935$55 03/31/2020
Proequities Inc.2,865$54 03/31/2020
     UTF2,865$54 03/31/2020
Baldwin Brothers Inc. MA2,466$46 03/31/2020
     UTF2,466$46 03/31/2020
Flagship Harbor Advisors LLC2,100$40 03/31/2020
     UTF2,100$40 03/31/2020
AdvisorNet Financial Inc1,900$36 03/31/2020
     UTF1,900$36 03/31/2020
Massmutual Trust Co. FSB ADV1,800$34 03/31/2020
     UTF1,800$34 03/31/2020
Savior LLC1,762$33 03/31/2020
     UTF1,762$33 03/31/2020
Whittier Trust Co.1,500$28 03/31/2020
     UTF1,500$28 03/31/2020
Squar Milner Financial Services LLC1,486$28 03/31/2020
     UTF1,486$28 03/31/2020
FSA Wealth Management LLC1,432$27 03/31/2020
     UTF1,432$27 03/31/2020
Signaturefd LLC1,376$26 03/31/2020
     UTF1,376$26 03/31/2020
Ameritas Investment Company LLC1,336$25 03/31/2020
     UTF1,336$25 03/31/2020
Fifth Third Bancorp1,101$21 03/31/2020
     UTF1,101$21 03/31/2020
Winslow Evans & Crocker Inc.976$20 03/31/2020
     UTF976$20 03/31/2020
CNB Bank1,000$19 03/31/2020
     UTF1,000$19 03/31/2020
Firestone Capital Management1,000$19 03/31/2020
     UTF1,000$19 03/31/2020
WASHINGTON TRUST Co848$16 03/31/2020
     UTF848$16 03/31/2020
OLD Second National Bank of Aurora755$14 03/31/2020
     UTF755$14 03/31/2020
Harwood Advisory Group LLC750$14 03/31/2020
     UTF750$14 03/31/2020
Key Financial Inc782$14 03/31/2020
     UTF782$14 03/31/2020
Truvestments Capital LLC734$13 03/31/2020
     UTF734$13 03/31/2020
Forefront Analytics LLC636$12 03/31/2020
     UTF636$12 03/31/2020
Sowell Financial Services LLC607$11 03/31/2020
     UTF607$11 03/31/2020
Vectors Research Management LLC600$11 03/31/2020
     UTF600$11 03/31/2020
Wealthcare Advisory Partners LLC550$10 03/31/2020
     UTF550$10 03/31/2020
First Manhattan Co.504$9 03/31/2020
     UTF504$9 03/31/2020
Covington Capital Management491$9 03/31/2020
     UTF491$9 03/31/2020
SRS Capital Advisors Inc.500$9 03/31/2020
     UTF500$9 03/31/2020
Claraphi Advisory Network LLC500$9 03/31/2020
     UTF500$9 03/31/2020
Global Wealth Management Investment Advisory Inc.388$7 03/31/2020
     UTF388$7 03/31/2020
Efficient Wealth Management LLC367$7 03/31/2020
     UTF367$7 03/31/2020
Synovus Financial Corp329$6 03/31/2020
     UTF329$6 03/31/2020
Capital Advisory Group Advisory Services LLC293$6 03/31/2020
     UTF293$6 03/31/2020
Ellis Investment Partners LLC335$5 03/31/2020
     UTF335$5 03/31/2020
Orion Portfolio Solutions LLC285$5 03/31/2020
     UTF285$5 03/31/2020
Westside Investment Management Inc.225$4 03/31/2020
     UTF225$4 03/31/2020
Liberty Wealth Management LLC164$3 03/31/2020
     UTF164$3 03/31/2020
Pacitti Group Inc.166$3 03/31/2020
     UTF166$3 03/31/2020
Verus Capital Partners LLC153$3 03/31/2020
     UTF153$3 03/31/2020
FMR LLC8$0 03/31/2020
     UTF8$0 03/31/2020
Gradient Investments LLC24$0 03/31/2020
     UTF24$0 03/31/2020
Carroll Financial Associates Inc.4$0 03/31/2020
     UTF4$0 03/31/2020
Arden Trust Co16$0 03/31/2020
     UTF16$0 03/31/2020

See Summary: Institutional Holders of UTF
See Details: Top 10 Hedge Funds Holding UTF
Also See: UTF Insider Buying
Also See: UTF Holdings Changes

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