Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 658,954 | $24,184 | 09/30/2019 |
UTG | 658,954 | $24,184 | 09/30/2019 |
Morgan Stanley | 574,798 | $21,095 | 09/30/2019 |
UTG | 574,798 | $21,095 | 09/30/2019 |
Wells Fargo & Company MN | 370,488 | $13,597 | 09/30/2019 |
UTG | 370,488 | $13,597 | 09/30/2019 |
Guggenheim Capital LLC | 216,026 | $7,928 | 09/30/2019 |
UTG | 216,026 | $7,928 | 09/30/2019 |
Royal Bank of Canada | 166,205 | $6,100 | 09/30/2019 |
UTG | 166,205 | $6,100 | 09/30/2019 |
Cohen & Steers Inc. | 161,037 | $5,910 | 09/30/2019 |
UTG | 161,037 | $5,910 | 09/30/2019 |
Advisors Asset Management Inc. | 153,629 | $5,638 | 09/30/2019 |
UTG | 153,629 | $5,638 | 09/30/2019 |
UBS Group AG | 145,980 | $5,358 | 09/30/2019 |
UTG | 145,980 | $5,358 | 09/30/2019 |
Commonwealth Equity Services LLC | 141,703 | $5,200 | 09/30/2019 |
UTG | 141,703 | $5,200 | 09/30/2019 |
Ameriprise Financial Inc. | 141,877 | $5,147 | 09/30/2019 |
UTG | 141,877 | $5,147 | 09/30/2019 |
Ladenburg Thalmann Financial Services Inc. | 130,342 | $4,785 | 09/30/2019 |
UTG | 130,342 | $4,785 | 09/30/2019 |
Sontag Advisory LLC | 126,734 | $4,652 | 09/30/2019 |
UTG | 126,734 | $4,652 | 09/30/2019 |
Reaves W H & Co. Inc. | 120,558 | $4,424 | 09/30/2019 |
UTG | 120,558 | $4,424 | 09/30/2019 |
Hollow Brook Wealth Management LLC | 115,006 | $4,221 | 09/30/2019 |
UTG | 115,006 | $4,221 | 09/30/2019 |
Raymond James Financial Services Advisors Inc. | 91,495 | $3,358 | 09/30/2019 |
UTG | 91,495 | $3,358 | 09/30/2019 |
Private Advisor Group LLC | 84,082 | $3,086 | 09/30/2019 |
UTG | 84,082 | $3,086 | 09/30/2019 |
Stifel Financial Corp | 82,924 | $3,046 | 09/30/2019 |
UTG | 82,924 | $3,046 | 09/30/2019 |
Sowell Financial Services LLC | 69,307 | $2,544 | 09/30/2019 |
UTG | 69,307 | $2,544 | 09/30/2019 |
LPL Financial LLC | 66,913 | $2,456 | 09/30/2019 |
UTG | 66,913 | $2,456 | 09/30/2019 |
Cambridge Investment Research Advisors Inc. | 66,030 | $2,423 | 09/30/2019 |
UTG | 66,030 | $2,423 | 09/30/2019 |
Ibex Wealth Advisors | 61,268 | $2,249 | 09/30/2019 |
UTG | 61,268 | $2,249 | 09/30/2019 |
Janney Montgomery Scott LLC | 61,233 | $2,247 | 09/30/2019 |
UTG | 61,233 | $2,247 | 09/30/2019 |
Magnus Financial Group LLC | 55,417 | $2,034 | 09/30/2019 |
UTG | 55,417 | $2,034 | 09/30/2019 |
Raymond James & Associates | 51,699 | $1,897 | 09/30/2019 |
UTG | 51,699 | $1,897 | 09/30/2019 |
Focused Wealth Management Inc | 50,936 | $1,869 | 09/30/2019 |
UTG | 50,936 | $1,869 | 09/30/2019 |
Yakira Capital Management Inc. | 48,027 | $1,763 | 09/30/2019 |
UTG | 48,027 | $1,763 | 09/30/2019 |
BOKF NA | 42,446 | $1,558 | 09/30/2019 |
UTG | 42,446 | $1,558 | 09/30/2019 |
Steward Partners Investment Advisory LLC | 41,527 | $1,524 | 09/30/2019 |
UTG | 41,527 | $1,524 | 09/30/2019 |
Ingalls & Snyder LLC | 37,899 | $1,391 | 09/30/2019 |
UTG | 37,899 | $1,391 | 09/30/2019 |
Intl Fcstone Inc. | 37,400 | $1,373 | 09/30/2019 |
UTG | 37,400 | $1,373 | 09/30/2019 |
Ahrens Investment Partners LLC | 32,130 | $1,179 | 09/30/2019 |
UTG | 32,130 | $1,179 | 09/30/2019 |
Sound View Wealth Advisors Group LLC | 31,572 | $1,159 | 09/30/2019 |
UTG | 31,572 | $1,159 | 09/30/2019 |
Advisor Group Inc. | 30,899 | $1,134 | 09/30/2019 |
UTG | 30,899 | $1,134 | 09/30/2019 |
DAVENPORT & Co LLC | 30,197 | $1,081 | 09/30/2019 |
UTG | 30,197 | $1,081 | 09/30/2019 |
Creative Planning | 29,362 | $1,078 | 09/30/2019 |
UTG | 29,362 | $1,078 | 09/30/2019 |
Coastal Investment Advisors Inc. | 25,475 | $938 | 09/30/2019 |
UTG | 25,475 | $938 | 09/30/2019 |
MML Investors Services LLC | 22,508 | $826 | 09/30/2019 |
UTG | 22,508 | $826 | 09/30/2019 |
FormulaFolio Investments LLC | 21,876 | $803 | 09/30/2019 |
UTG | 21,876 | $803 | 09/30/2019 |
Weiss Asset Management LP | 21,650 | $795 | 09/30/2019 |
UTG | 21,650 | $795 | 09/30/2019 |
Hodges Capital Management Inc. | 21,249 | $780 | 09/30/2019 |
UTG | 21,249 | $780 | 09/30/2019 |
Doliver Advisors LP | 20,215 | $729 | 09/30/2019 |
UTG | 20,215 | $729 | 09/30/2019 |
Brookstone Capital Management | 19,686 | $722 | 09/30/2019 |
UTG | 19,686 | $722 | 09/30/2019 |
Cetera Advisor Networks LLC | 17,009 | $623 | 09/30/2019 |
UTG | 17,009 | $623 | 09/30/2019 |
Balentine LLC | 16,707 | $613 | 09/30/2019 |
UTG | 16,707 | $613 | 09/30/2019 |
First Foundation Advisors | 16,599 | $609 | 09/30/2019 |
UTG | 16,599 | $609 | 09/30/2019 |
Sigma Planning Corp | 15,384 | $565 | 09/30/2019 |
UTG | 15,384 | $565 | 09/30/2019 |
Honkamp Krueger Financial Services Inc. | 15,000 | $551 | 09/30/2019 |
UTG | 15,000 | $551 | 09/30/2019 |
Neville Rodie & Shaw Inc. | 13,418 | $492 | 09/30/2019 |
UTG | 13,418 | $492 | 09/30/2019 |
AE Wealth Management LLC | 13,097 | $481 | 09/30/2019 |
UTG | 13,097 | $481 | 09/30/2019 |
Guild Investment Management Inc. | 12,850 | $472 | 09/30/2019 |
UTG | 12,850 | $472 | 09/30/2019 |
Belpointe Asset Management LLC | 13,116 | $470 | 06/30/2019 |
UTG | 13,116 | $470 | 06/30/2019 |
Mariner LLC | 12,700 | $466 | 09/30/2019 |
UTG | 12,700 | $466 | 09/30/2019 |
Proequities Inc. | 11,884 | $436 | 09/30/2019 |
UTG | 11,884 | $436 | 09/30/2019 |
US Bancorp DE | 11,377 | $417 | 09/30/2019 |
UTG | 11,377 | $417 | 09/30/2019 |
Tiemann Investment Advisors LLC | 11,253 | $413 | 09/30/2019 |
UTG | 11,253 | $413 | 09/30/2019 |
Baird Financial Group Inc. | 11,113 | $408 | 09/30/2019 |
UTG | 11,113 | $408 | 09/30/2019 |
Flagship Harbor Advisors LLC | 11,011 | $404 | 09/30/2019 |
UTG | 11,011 | $404 | 09/30/2019 |
Certified Advisory Corp | 9,901 | $363 | 09/30/2019 |
UTG | 9,901 | $363 | 09/30/2019 |
Armor Investment Advisors LLC | 9,605 | $353 | 09/30/2019 |
UTG | 9,605 | $353 | 09/30/2019 |
Dfpg Investments Inc. | 9,836 | $352 | 09/30/2019 |
UTG | 9,836 | $352 | 09/30/2019 |
Wedbush Securities Inc. | 9,384 | $344 | 09/30/2019 |
UTG | 9,384 | $344 | 09/30/2019 |
Parkside Financial Bank & Trust | 8,886 | $326 | 09/30/2019 |
UTG | 8,886 | $326 | 09/30/2019 |
PNC Financial Services Group Inc. | 8,706 | $319 | 09/30/2019 |
UTG | 8,706 | $319 | 09/30/2019 |
Keybank National Association OH | 8,400 | $308 | 09/30/2019 |
UTG | 8,400 | $308 | 09/30/2019 |
Partnervest Advisory Services LLC | 8,296 | $304 | 09/30/2019 |
UTG | 8,296 | $304 | 09/30/2019 |
Northwestern Mutual Wealth Management Co. | 8,139 | $299 | 09/30/2019 |
UTG | 8,139 | $299 | 09/30/2019 |
Benjamin F. Edwards & Company Inc. | 7,954 | $292 | 09/30/2019 |
UTG | 7,954 | $292 | 09/30/2019 |
People s United Financial Inc. | 7,698 | $283 | 09/30/2019 |
UTG | 7,698 | $283 | 09/30/2019 |
Security National Bank of Sioux City Iowa IA | 7,484 | $275 | 09/30/2019 |
UTG | 7,484 | $275 | 09/30/2019 |
Aptus Capital Advisors LLC | 7,430 | $272 | 09/30/2019 |
UTG | 7,430 | $272 | 09/30/2019 |
Graybill Bartz & Assoc Ltd. | 7,168 | $263 | 09/30/2019 |
UTG | 7,168 | $263 | 09/30/2019 |
Cypress Wealth Services LLC | 6,930 | $254 | 09/30/2019 |
UTG | 6,930 | $254 | 09/30/2019 |
Good Life Advisors LLC | 6,844 | $253 | 09/30/2019 |
UTG | 6,844 | $253 | 09/30/2019 |
National Asset Management Inc. | 6,678 | $246 | 09/30/2019 |
UTG | 6,678 | $246 | 09/30/2019 |
Citigroup Inc. | 6,405 | $235 | 09/30/2019 |
UTG | 6,405 | $235 | 09/30/2019 |
Susquehanna International Group LLP | 6,003 | $220 | 09/30/2019 |
UTG | 6,003 | $220 | 09/30/2019 |
Stratos Wealth Partners LTD. | 5,763 | $212 | 09/30/2019 |
UTG | 5,763 | $212 | 09/30/2019 |
HighTower Advisors LLC | 5,769 | $211 | 09/30/2019 |
UTG | 5,769 | $211 | 09/30/2019 |
Highlander Capital Management LLC | 5,555 | $204 | 09/30/2019 |
UTG | 5,555 | $204 | 09/30/2019 |
Bradley Foster & Sargent Inc. CT | 5,500 | $202 | 09/30/2019 |
UTG | 5,500 | $202 | 09/30/2019 |
Enterprise Financial Services Corp | 4,150 | $152 | 09/30/2019 |
UTG | 4,150 | $152 | 09/30/2019 |
Parallel Advisors LLC | 3,841 | $141 | 09/30/2019 |
UTG | 3,841 | $141 | 09/30/2019 |
Joseph P. Lucia & Associates LLC | 3,486 | $128 | 09/30/2019 |
UTG | 3,486 | $128 | 09/30/2019 |
FNY Investment Advisers LLC | 3,000 | $110 | 09/30/2019 |
UTG | 3,000 | $110 | 09/30/2019 |
AdvisorNet Financial Inc | 2,935 | $108 | 09/30/2019 |
UTG | 2,935 | $108 | 09/30/2019 |
Sterling Investment Advisors Ltd. | 2,205 | $81 | 09/30/2019 |
UTG | 2,205 | $81 | 09/30/2019 |
Intercontinental Wealth Advisors LLC | 2,200 | $81 | 09/30/2019 |
UTG | 2,200 | $81 | 09/30/2019 |
Winslow Evans & Crocker Inc. | 1,876 | $70 | 09/30/2019 |
UTG | 1,876 | $70 | 09/30/2019 |
Liberty Wealth Management LLC | 1,750 | $64 | 09/30/2019 |
UTG | 1,750 | $64 | 09/30/2019 |
Centerpoint Advisors LLC | 1,700 | $62 | 09/30/2019 |
UTG | 1,700 | $62 | 09/30/2019 |
Cullen Frost Bankers Inc. | 1,500 | $55 | 09/30/2019 |
UTG | 1,500 | $55 | 09/30/2019 |
Advisory Services Network LLC | 1,500 | $54 | 09/30/2019 |
UTG | 1,500 | $54 | 09/30/2019 |
Capital Investment Advisory Services LLC | 1,325 | $49 | 09/30/2019 |
UTG | 1,325 | $49 | 09/30/2019 |
Quad Cities Investment Group LLC | 1,219 | $45 | 09/30/2019 |
UTG | 1,219 | $45 | 09/30/2019 |
Security National Trust Co. | 1,066 | $39 | 09/30/2019 |
UTG | 1,066 | $39 | 09/30/2019 |
Squar Milner Financial Services LLC | 1,018 | $37 | 09/30/2019 |
UTG | 1,018 | $37 | 09/30/2019 |
Jacobi Capital Management LLC | 955 | $35 | 09/30/2019 |
UTG | 955 | $35 | 09/30/2019 |
Northern Oak Wealth Management Inc. | 808 | $30 | 09/30/2019 |
UTG | 808 | $30 | 09/30/2019 |
NEXT Financial Group Inc | 725 | $27 | 09/30/2019 |
UTG | 725 | $27 | 09/30/2019 |
Carroll Financial Associates Inc. | 726 | $26 | 09/30/2019 |
UTG | 726 | $26 | 09/30/2019 |
Private Capital Group LLC | 593 | $22 | 09/30/2019 |
UTG | 593 | $22 | 09/30/2019 |
Glenmede Trust Co. NA | 502 | $18 | 09/30/2019 |
UTG | 502 | $18 | 09/30/2019 |
Fifth Third Bancorp | 402 | $15 | 09/30/2019 |
UTG | 402 | $15 | 09/30/2019 |
Valeo Financial Advisors LLC | 400 | $15 | 09/30/2019 |
UTG | 400 | $15 | 09/30/2019 |
Gradient Investments LLC | 353 | $13 | 09/30/2019 |
UTG | 353 | $13 | 09/30/2019 |
Cordasco Financial Network | 351 | $13 | 09/30/2019 |
UTG | 351 | $13 | 09/30/2019 |
Brand Asset Management Group Inc. | 338 | $12 | 09/30/2019 |
UTG | 338 | $12 | 09/30/2019 |
Delta Asset Management LLC TN | 291 | $11 | 09/30/2019 |
UTG | 291 | $11 | 09/30/2019 |
FinTrust Capital Advisors LLC | 307 | $11 | 09/30/2019 |
UTG | 307 | $11 | 09/30/2019 |
RPG Investment Advisory LLC | 300 | $11 | 09/30/2019 |
UTG | 300 | $11 | 09/30/2019 |
Vectors Research Management LLC | 200 | $7 | 09/30/2019 |
UTG | 200 | $7 | 09/30/2019 |
Golden State Wealth Management LLC | 174 | $6 | 09/30/2019 |
UTG | 174 | $6 | 09/30/2019 |
CWM LLC | 97 | $4 | 09/30/2019 |
UTG | 97 | $4 | 09/30/2019 |
Prime Capital Investment Advisors LLC | 93 | $3 | 09/30/2019 |
UTG | 93 | $3 | 09/30/2019 |
North Star Investment Management Corp. | 50 | $2 | 09/30/2019 |
UTG | 50 | $2 | 09/30/2019 |
Huntington National Bank | 1 | $0 | 09/30/2019 |
UTG | 1 | $0 | 09/30/2019 |
FMR LLC | 2 | $0 | 09/30/2019 |
UTG | 2 | $0 | 09/30/2019 |
Citizens Financial Group Inc RI | 8 | $0 | 09/30/2019 |
UTG | 8 | $0 | 09/30/2019 |