HoldingsChannel.com
Funds Holding UTG
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE658,954$24,184 09/30/2019
     UTG658,954$24,184 09/30/2019
Morgan Stanley574,798$21,095 09/30/2019
     UTG574,798$21,095 09/30/2019
Wells Fargo & Company MN370,488$13,597 09/30/2019
     UTG370,488$13,597 09/30/2019
Guggenheim Capital LLC216,026$7,928 09/30/2019
     UTG216,026$7,928 09/30/2019
Royal Bank of Canada166,205$6,100 09/30/2019
     UTG166,205$6,100 09/30/2019
Cohen & Steers Inc.161,037$5,910 09/30/2019
     UTG161,037$5,910 09/30/2019
Advisors Asset Management Inc.153,629$5,638 09/30/2019
     UTG153,629$5,638 09/30/2019
UBS Group AG145,980$5,358 09/30/2019
     UTG145,980$5,358 09/30/2019
Commonwealth Equity Services LLC141,703$5,200 09/30/2019
     UTG141,703$5,200 09/30/2019
Ameriprise Financial Inc.141,877$5,147 09/30/2019
     UTG141,877$5,147 09/30/2019
Ladenburg Thalmann Financial Services Inc.130,342$4,785 09/30/2019
     UTG130,342$4,785 09/30/2019
Sontag Advisory LLC126,734$4,652 09/30/2019
     UTG126,734$4,652 09/30/2019
Reaves W H & Co. Inc.120,558$4,424 09/30/2019
     UTG120,558$4,424 09/30/2019
Hollow Brook Wealth Management LLC115,006$4,221 09/30/2019
     UTG115,006$4,221 09/30/2019
Raymond James Financial Services Advisors Inc.91,495$3,358 09/30/2019
     UTG91,495$3,358 09/30/2019
Private Advisor Group LLC84,082$3,086 09/30/2019
     UTG84,082$3,086 09/30/2019
Stifel Financial Corp82,924$3,046 09/30/2019
     UTG82,924$3,046 09/30/2019
Sowell Financial Services LLC69,307$2,544 09/30/2019
     UTG69,307$2,544 09/30/2019
LPL Financial LLC66,913$2,456 09/30/2019
     UTG66,913$2,456 09/30/2019
Cambridge Investment Research Advisors Inc.66,030$2,423 09/30/2019
     UTG66,030$2,423 09/30/2019
Ibex Wealth Advisors61,268$2,249 09/30/2019
     UTG61,268$2,249 09/30/2019
Janney Montgomery Scott LLC61,233$2,247 09/30/2019
     UTG61,233$2,247 09/30/2019
Magnus Financial Group LLC55,417$2,034 09/30/2019
     UTG55,417$2,034 09/30/2019
Raymond James & Associates51,699$1,897 09/30/2019
     UTG51,699$1,897 09/30/2019
Focused Wealth Management Inc50,936$1,869 09/30/2019
     UTG50,936$1,869 09/30/2019
Yakira Capital Management Inc.48,027$1,763 09/30/2019
     UTG48,027$1,763 09/30/2019
BOKF NA42,446$1,558 09/30/2019
     UTG42,446$1,558 09/30/2019
Steward Partners Investment Advisory LLC41,527$1,524 09/30/2019
     UTG41,527$1,524 09/30/2019
Ingalls & Snyder LLC37,899$1,391 09/30/2019
     UTG37,899$1,391 09/30/2019
Intl Fcstone Inc.37,400$1,373 09/30/2019
     UTG37,400$1,373 09/30/2019
Ahrens Investment Partners LLC32,130$1,179 09/30/2019
     UTG32,130$1,179 09/30/2019
Sound View Wealth Advisors Group LLC31,572$1,159 09/30/2019
     UTG31,572$1,159 09/30/2019
Advisor Group Inc.30,899$1,134 09/30/2019
     UTG30,899$1,134 09/30/2019
DAVENPORT & Co LLC30,197$1,081 09/30/2019
     UTG30,197$1,081 09/30/2019
Creative Planning29,362$1,078 09/30/2019
     UTG29,362$1,078 09/30/2019
Coastal Investment Advisors Inc.25,475$938 09/30/2019
     UTG25,475$938 09/30/2019
MML Investors Services LLC22,508$826 09/30/2019
     UTG22,508$826 09/30/2019
FormulaFolio Investments LLC21,876$803 09/30/2019
     UTG21,876$803 09/30/2019
Weiss Asset Management LP21,650$795 09/30/2019
     UTG21,650$795 09/30/2019
Hodges Capital Management Inc.21,249$780 09/30/2019
     UTG21,249$780 09/30/2019
Doliver Advisors LP20,215$729 09/30/2019
     UTG20,215$729 09/30/2019
Brookstone Capital Management19,686$722 09/30/2019
     UTG19,686$722 09/30/2019
Cetera Advisor Networks LLC17,009$623 09/30/2019
     UTG17,009$623 09/30/2019
Balentine LLC16,707$613 09/30/2019
     UTG16,707$613 09/30/2019
First Foundation Advisors16,599$609 09/30/2019
     UTG16,599$609 09/30/2019
Sigma Planning Corp15,384$565 09/30/2019
     UTG15,384$565 09/30/2019
Honkamp Krueger Financial Services Inc.15,000$551 09/30/2019
     UTG15,000$551 09/30/2019
Neville Rodie & Shaw Inc.13,418$492 09/30/2019
     UTG13,418$492 09/30/2019
AE Wealth Management LLC13,097$481 09/30/2019
     UTG13,097$481 09/30/2019
Guild Investment Management Inc.12,850$472 09/30/2019
     UTG12,850$472 09/30/2019
Belpointe Asset Management LLC13,116$470 06/30/2019
     UTG13,116$470 06/30/2019
Mariner LLC12,700$466 09/30/2019
     UTG12,700$466 09/30/2019
Proequities Inc.11,884$436 09/30/2019
     UTG11,884$436 09/30/2019
US Bancorp DE11,377$417 09/30/2019
     UTG11,377$417 09/30/2019
Tiemann Investment Advisors LLC11,253$413 09/30/2019
     UTG11,253$413 09/30/2019
Baird Financial Group Inc.11,113$408 09/30/2019
     UTG11,113$408 09/30/2019
Flagship Harbor Advisors LLC11,011$404 09/30/2019
     UTG11,011$404 09/30/2019
Certified Advisory Corp9,901$363 09/30/2019
     UTG9,901$363 09/30/2019
Armor Investment Advisors LLC9,605$353 09/30/2019
     UTG9,605$353 09/30/2019
Dfpg Investments Inc.9,836$352 09/30/2019
     UTG9,836$352 09/30/2019
Wedbush Securities Inc.9,384$344 09/30/2019
     UTG9,384$344 09/30/2019
Parkside Financial Bank & Trust8,886$326 09/30/2019
     UTG8,886$326 09/30/2019
PNC Financial Services Group Inc.8,706$319 09/30/2019
     UTG8,706$319 09/30/2019
Keybank National Association OH8,400$308 09/30/2019
     UTG8,400$308 09/30/2019
Partnervest Advisory Services LLC8,296$304 09/30/2019
     UTG8,296$304 09/30/2019
Northwestern Mutual Wealth Management Co.8,139$299 09/30/2019
     UTG8,139$299 09/30/2019
Benjamin F. Edwards & Company Inc.7,954$292 09/30/2019
     UTG7,954$292 09/30/2019
People s United Financial Inc.7,698$283 09/30/2019
     UTG7,698$283 09/30/2019
Security National Bank of Sioux City Iowa IA7,484$275 09/30/2019
     UTG7,484$275 09/30/2019
Aptus Capital Advisors LLC7,430$272 09/30/2019
     UTG7,430$272 09/30/2019
Graybill Bartz & Assoc Ltd.7,168$263 09/30/2019
     UTG7,168$263 09/30/2019
Cypress Wealth Services LLC6,930$254 09/30/2019
     UTG6,930$254 09/30/2019
Good Life Advisors LLC6,844$253 09/30/2019
     UTG6,844$253 09/30/2019
National Asset Management Inc.6,678$246 09/30/2019
     UTG6,678$246 09/30/2019
Citigroup Inc.6,405$235 09/30/2019
     UTG6,405$235 09/30/2019
Susquehanna International Group LLP6,003$220 09/30/2019
     UTG6,003$220 09/30/2019
Stratos Wealth Partners LTD.5,763$212 09/30/2019
     UTG5,763$212 09/30/2019
HighTower Advisors LLC5,769$211 09/30/2019
     UTG5,769$211 09/30/2019
Highlander Capital Management LLC5,555$204 09/30/2019
     UTG5,555$204 09/30/2019
Bradley Foster & Sargent Inc. CT5,500$202 09/30/2019
     UTG5,500$202 09/30/2019
Enterprise Financial Services Corp4,150$152 09/30/2019
     UTG4,150$152 09/30/2019
Parallel Advisors LLC3,841$141 09/30/2019
     UTG3,841$141 09/30/2019
Joseph P. Lucia & Associates LLC3,486$128 09/30/2019
     UTG3,486$128 09/30/2019
FNY Investment Advisers LLC3,000$110 09/30/2019
     UTG3,000$110 09/30/2019
AdvisorNet Financial Inc2,935$108 09/30/2019
     UTG2,935$108 09/30/2019
Sterling Investment Advisors Ltd.2,205$81 09/30/2019
     UTG2,205$81 09/30/2019
Intercontinental Wealth Advisors LLC2,200$81 09/30/2019
     UTG2,200$81 09/30/2019
Winslow Evans & Crocker Inc.1,876$70 09/30/2019
     UTG1,876$70 09/30/2019
Liberty Wealth Management LLC1,750$64 09/30/2019
     UTG1,750$64 09/30/2019
Centerpoint Advisors LLC1,700$62 09/30/2019
     UTG1,700$62 09/30/2019
Cullen Frost Bankers Inc.1,500$55 09/30/2019
     UTG1,500$55 09/30/2019
Advisory Services Network LLC1,500$54 09/30/2019
     UTG1,500$54 09/30/2019
Capital Investment Advisory Services LLC1,325$49 09/30/2019
     UTG1,325$49 09/30/2019
Quad Cities Investment Group LLC1,219$45 09/30/2019
     UTG1,219$45 09/30/2019
Security National Trust Co.1,066$39 09/30/2019
     UTG1,066$39 09/30/2019
Squar Milner Financial Services LLC1,018$37 09/30/2019
     UTG1,018$37 09/30/2019
Jacobi Capital Management LLC955$35 09/30/2019
     UTG955$35 09/30/2019
Northern Oak Wealth Management Inc.808$30 09/30/2019
     UTG808$30 09/30/2019
NEXT Financial Group Inc725$27 09/30/2019
     UTG725$27 09/30/2019
Carroll Financial Associates Inc.726$26 09/30/2019
     UTG726$26 09/30/2019
Private Capital Group LLC593$22 09/30/2019
     UTG593$22 09/30/2019
Glenmede Trust Co. NA502$18 09/30/2019
     UTG502$18 09/30/2019
Fifth Third Bancorp402$15 09/30/2019
     UTG402$15 09/30/2019
Valeo Financial Advisors LLC400$15 09/30/2019
     UTG400$15 09/30/2019
Gradient Investments LLC353$13 09/30/2019
     UTG353$13 09/30/2019
Cordasco Financial Network351$13 09/30/2019
     UTG351$13 09/30/2019
Brand Asset Management Group Inc.338$12 09/30/2019
     UTG338$12 09/30/2019
Delta Asset Management LLC TN291$11 09/30/2019
     UTG291$11 09/30/2019
FinTrust Capital Advisors LLC307$11 09/30/2019
     UTG307$11 09/30/2019
RPG Investment Advisory LLC300$11 09/30/2019
     UTG300$11 09/30/2019
Vectors Research Management LLC200$7 09/30/2019
     UTG200$7 09/30/2019
Golden State Wealth Management LLC174$6 09/30/2019
     UTG174$6 09/30/2019
CWM LLC97$4 09/30/2019
     UTG97$4 09/30/2019
Prime Capital Investment Advisors LLC93$3 09/30/2019
     UTG93$3 09/30/2019
North Star Investment Management Corp.50$2 09/30/2019
     UTG50$2 09/30/2019
Huntington National Bank1$0 09/30/2019
     UTG1$0 09/30/2019
FMR LLC2$0 09/30/2019
     UTG2$0 09/30/2019
Citizens Financial Group Inc RI8$0 09/30/2019
     UTG8$0 09/30/2019

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

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