HoldingsChannel.com
Funds Holding UTF
HolderAmountPosition Size
($ in 1000's)
 As of
Alps Advisors Inc.1,914,058$52,139 09/30/2019
     UTF1,914,058$52,139 09/30/2019
UBS Group AG1,809,357$49,287 09/30/2019
     UTF1,809,357$49,287 09/30/2019
Bank of America Corp DE1,226,630$33,414 09/30/2019
     UTF1,226,630$33,414 09/30/2019
Morgan Stanley1,219,862$33,229 09/30/2019
     UTF1,219,862$33,229 09/30/2019
Wells Fargo & Company MN1,057,636$28,810 09/30/2019
     UTF1,057,636$28,810 09/30/2019
McGowan Group Asset Management Inc.1,009,239$27,492 09/30/2019
     UTF1,009,239$27,492 09/30/2019
Raymond James & Associates476,770$12,987 09/30/2019
     UTF476,770$12,987 09/30/2019
Vident Investment Advisory LLC347,494$9,466 09/30/2019
     UTF347,494$9,466 09/30/2019
Royal Bank of Canada343,992$9,370 09/30/2019
     UTF343,992$9,370 09/30/2019
Raymond James Financial Services Advisors Inc.326,327$8,889 09/30/2019
     UTF326,327$8,889 09/30/2019
Guggenheim Capital LLC242,240$6,599 09/30/2019
     UTF242,240$6,599 09/30/2019
Bank of Montreal Can225,705$6,148 09/30/2019
     UTF225,705$6,148 09/30/2019
Baird Financial Group Inc.188,668$5,140 09/30/2019
     UTF188,668$5,140 09/30/2019
First Trust Advisors LP175,639$4,784 09/30/2019
     UTF175,639$4,784 09/30/2019
LPL Financial LLC150,065$4,088 09/30/2019
     UTF150,065$4,088 09/30/2019
Private Advisor Group LLC120,627$3,280 09/30/2019
     UTF120,627$3,280 09/30/2019
Advisors Asset Management Inc.117,558$3,202 09/30/2019
     UTF117,558$3,202 09/30/2019
Ladenburg Thalmann Financial Services Inc.115,812$3,155 09/30/2019
     UTF115,812$3,155 09/30/2019
Advisor Group Inc.105,107$2,864 09/30/2019
     UTF105,107$2,864 09/30/2019
Cetera Advisors LLC99,629$2,714 09/30/2019
     UTF99,629$2,714 09/30/2019
Stifel Financial Corp97,205$2,652 09/30/2019
     UTF97,205$2,652 09/30/2019
Nations Financial Group Inc. IA ADV97,085$2,614 09/30/2019
     UTF97,085$2,614 09/30/2019
Conning Inc.94,853$2,584 09/30/2019
     UTF94,853$2,584 09/30/2019
Rathbone Brothers plc93,646$2,551 09/30/2019
     UTF93,646$2,551 09/30/2019
First Republic Investment Management Inc.93,023$2,534 09/30/2019
     UTF93,023$2,534 09/30/2019
Sargent Investment Group LLC91,492$2,492 09/30/2019
     UTF91,492$2,492 09/30/2019
Invesco Ltd.84,508$2,302 09/30/2019
     UTF84,508$2,302 09/30/2019
Cambridge Investment Research Advisors Inc.80,383$2,190 09/30/2019
     UTF80,383$2,190 09/30/2019
Glenmede Trust Co. NA $2,117 09/30/2019
     COMMON29,670$2,117 09/30/2019
Dixon Hubard Feinour & Brown Inc. VA69,895$1,904 09/30/2019
     UTF69,895$1,904 09/30/2019
Commonwealth Equity Services LLC68,345$1,861 09/30/2019
     UTF68,345$1,861 09/30/2019
Oxbow Advisors LLC66,276$1,805 09/30/2019
     UTF66,276$1,805 09/30/2019
Mariner LLC66,029$1,799 09/30/2019
     UTF66,029$1,799 09/30/2019
BB&T Securities LLC65,667$1,791 09/30/2019
     UTF65,667$1,791 09/30/2019
Ameriprise Financial Inc.60,877$1,658 09/30/2019
     UTF60,877$1,658 09/30/2019
Suntrust Banks Inc.59,850$1,631 09/30/2019
     UTF59,850$1,631 09/30/2019
PNC Financial Services Group Inc.58,383$1,590 09/30/2019
     UTF58,383$1,590 09/30/2019
Ahrens Investment Partners LLC57,747$1,573 09/30/2019
     UTF57,747$1,573 09/30/2019
Aviance Capital Partners LLC53,671$1,462 09/30/2019
     UTF53,671$1,462 09/30/2019
Wedbush Securities Inc.53,084$1,446 09/30/2019
     UTF53,084$1,446 09/30/2019
MML Investors Services LLC49,488$1,348 09/30/2019
     UTF49,488$1,348 09/30/2019
9258 Wealth Management LLC46,362$1,263 09/30/2019
     UTF46,362$1,263 09/30/2019
Mckinley Capital Management LLC Delaware44,362$1,208 09/30/2019
     UTF44,362$1,208 09/30/2019
Prospera Financial Services Inc43,235$1,178 09/30/2019
     UTF43,235$1,178 09/30/2019
Apriem Advisors41,471$1,130 09/30/2019
     UTF41,471$1,130 09/30/2019
Steward Partners Investment Advisory LLC41,306$1,125 09/30/2019
     UTF41,306$1,125 09/30/2019
Huntington National Bank39,234$1,069 09/30/2019
     UTF39,234$1,069 09/30/2019
Creative Planning38,398$1,046 09/30/2019
     UTF38,398$1,046 09/30/2019
Cetera Advisor Networks LLC37,363$1,021 09/30/2019
     UTF37,363$1,021 09/30/2019
LexAurum Advisors LLC34,221$932 09/30/2019
     UTF34,221$932 09/30/2019
Camelot Portfolios LLC33,487$912 09/30/2019
     UTF33,487$912 09/30/2019
HighTower Advisors LLC32,601$890 09/30/2019
     UTF32,601$890 09/30/2019
Meridian Investment Counsel Inc.32,556$887 09/30/2019
     UTF32,556$887 09/30/2019
Janney Montgomery Scott LLC30,781$838 09/30/2019
     UTF30,781$838 09/30/2019
Oppenheimer & Co. Inc.28,249$769 09/30/2019
     UTF28,249$769 09/30/2019
Quad Cities Investment Group LLC25,391$689 09/30/2019
     UTF25,391$689 09/30/2019
Ancora Advisors LLC21,137$576 09/30/2019
     UTF21,137$576 09/30/2019
Pekin Hardy Strauss Inc.18,835$513 09/30/2019
     UTF18,835$513 09/30/2019
DAVENPORT & Co LLC18,316$475 09/30/2019
     UTF18,316$475 09/30/2019
Shulman DeMeo Asset Management LLC17,139$467 09/30/2019
     UTF17,139$467 09/30/2019
Bay Colony Advisory Group Inc d b a Bay Colony Advisors16,255$443 09/30/2019
     UTF16,255$443 09/30/2019
Arete Wealth Advisors LLC15,826$431 09/30/2019
     UTF15,826$431 09/30/2019
Certified Advisory Corp15,119$412 09/30/2019
     UTF15,119$412 09/30/2019
Castle Rock Wealth Management LLC15,185$406 09/30/2019
     UTF15,185$406 09/30/2019
Raymond James Trust N.A.14,728$401 09/30/2019
     UTF14,728$401 09/30/2019
Mutual Advisors LLC14,527$396 09/30/2019
     UTF14,527$396 09/30/2019
Northwestern Mutual Wealth Management Co.12,800$349 09/30/2019
     UTF12,800$349 09/30/2019
Edmonds Duncan Registered Investment Advisors LLC12,611$344 09/30/2019
     UTF12,611$344 09/30/2019
Citadel Advisors LLC12,414$338 09/30/2019
     UTF12,414$338 09/30/2019
Citigroup Inc.12,387$337 09/30/2019
     UTF12,387$337 09/30/2019
TrinityPoint Wealth LLC12,335$335 09/30/2019
     UTF12,335$335 09/30/2019
North Star Investment Management Corp.10,300$281 09/30/2019
     UTF10,300$281 09/30/2019
Kovack Advisors Inc.10,124$276 09/30/2019
     UTF10,124$276 09/30/2019
HM Payson & Co.10,000$272 09/30/2019
     UTF10,000$272 09/30/2019
Stephens Inc. AR9,707$264 09/30/2019
     UTF9,707$264 09/30/2019
BBR Partners LLC9,550$260 09/30/2019
     UTF9,550$260 09/30/2019
Shufro Rose & Co. LLC9,500$259 09/30/2019
     UTF9,500$259 09/30/2019
WealthBridge Capital Management LLC9,019$246 09/30/2019
     UTF9,019$246 09/30/2019
Capital Investment Advisors LLC8,973$244 09/30/2019
     UTF8,973$244 09/30/2019
NTV Asset Management LLC8,720$238 09/30/2019
     UTF8,720$238 09/30/2019
Dfpg Investments Inc.9,196$238 09/30/2019
     UTF9,196$238 09/30/2019
Envestnet Asset Management Inc.8,693$237 09/30/2019
     UTF8,693$237 09/30/2019
Belpointe Asset Management LLC8,975$233 06/30/2019
     UTF8,975$233 06/30/2019
Wiley BROS. Aintree Capital LLC8,327$227 09/30/2019
     UTF8,327$227 09/30/2019
Brown Advisory Securities LLC7,650$210 09/30/2019
     UTF7,650$210 09/30/2019
RB Capital Management LLC8,032$210 09/30/2019
     UTF8,032$210 09/30/2019
Benjamin F. Edwards & Company Inc.7,593$207 09/30/2019
     UTF7,593$207 09/30/2019
Sandy Spring Bank7,454$203 09/30/2019
     UTF7,454$203 09/30/2019
Capital Bank & Trust Co6,993$190 09/30/2019
     UTF6,993$190 09/30/2019
Patriot Financial Group Insurance Agency LLC6,842$186 09/30/2019
     UTF6,842$186 09/30/2019
US Bancorp DE6,361$174 09/30/2019
     UTF6,361$174 09/30/2019
Winslow Evans & Crocker Inc.6,256$172 09/30/2019
     UTF6,256$172 09/30/2019
Zions Bancorporation N.A.6,000$163 09/30/2019
     UTF6,000$163 09/30/2019
BlackRock Inc.4,998$136 09/30/2019
     UTF4,998$136 09/30/2019
NEXT Financial Group Inc4,376$119 09/30/2019
     UTF4,376$119 09/30/2019
Sowell Financial Services LLC3,909$106 09/30/2019
     UTF3,909$106 09/30/2019
Rocky Mountain Advisers LLC3,119$85 09/30/2019
     UTF3,119$85 09/30/2019
Golden State Wealth Management LLC3,040$83 09/30/2019
     UTF3,040$83 09/30/2019
Capital Advisors Ltd. LLC3,422$76 09/30/2019
     UTF3,422$76 09/30/2019
Advisory Services Network LLC2,825$73 09/30/2019
     UTF2,825$73 09/30/2019
Capital Investment Advisory Services LLC2,646$72 09/30/2019
     UTF2,646$72 09/30/2019
Parallel Advisors LLC2,332$64 09/30/2019
     UTF2,332$64 09/30/2019
Flagship Harbor Advisors LLC2,100$57 09/30/2019
     UTF2,100$57 09/30/2019
Balentine LLC2,000$54 09/30/2019
     UTF2,000$54 09/30/2019
AdvisorNet Financial Inc1,900$52 09/30/2019
     UTF1,900$52 09/30/2019
Massmutual Trust Co. FSB ADV1,800$49 09/30/2019
     UTF1,800$49 09/30/2019
Proequities Inc.1,533$42 09/30/2019
     UTF1,533$42 09/30/2019
Whittier Trust Co.1,500$41 09/30/2019
     UTF1,500$41 09/30/2019
Squar Milner Financial Services LLC1,486$40 09/30/2019
     UTF1,486$40 09/30/2019
Fifth Third Bancorp1,383$38 09/30/2019
     UTF1,383$38 09/30/2019
Ameritas Investment Corp1,286$35 09/30/2019
     UTF1,286$35 09/30/2019
Venturi Wealth Management LLC1,100$30 09/30/2019
     UTF1,100$30 09/30/2019
Carroll Financial Associates Inc.1,010$27 09/30/2019
     UTF1,010$27 09/30/2019
CWM LLC800$22 09/30/2019
     UTF800$22 09/30/2019
Taylor Hoffman Wealth Management800$22 09/30/2019
     UTF800$22 09/30/2019
OLD Second National Bank of Aurora755$21 09/30/2019
     UTF755$21 09/30/2019
Truvestments Capital LLC734$20 09/30/2019
     UTF734$20 09/30/2019
Rehmann Capital Advisory Group670$17 06/30/2019
     UTF670$17 06/30/2019
Wealthcare Advisory Partners LLC550$15 09/30/2019
     UTF550$15 09/30/2019
First Manhattan Co.504$13 09/30/2019
     UTF504$13 09/30/2019
Covington Capital Management491$13 09/30/2019
     UTF491$13 09/30/2019
Ellis Investment Partners LLC323$8 09/30/2019
     UTF323$8 09/30/2019
Westside Investment Management Inc.225$5 06/30/2019
     UTF225$5 06/30/2019
Lake Point Wealth Management205$5 06/30/2019
     UTF205$5 06/30/2019
Coastal Investment Advisors Inc.162$4 09/30/2019
     UTF162$4 09/30/2019
Gradient Investments LLC24$1 09/30/2019
     UTF24$1 09/30/2019
FMR LLC1$0 09/30/2019
     UTF1$0 09/30/2019
Plante Moran Financial Advisors LLC4$0 09/30/2019
     UTF4$0 09/30/2019
Laurel Wealth Advisors LLC15$0 09/30/2019
     UTF15$0 09/30/2019

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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