HoldingsChannel.com
Funds Holding UTG
HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE680,468$19,564 03/31/2020
     UTG680,468$19,564 03/31/2020
Morgan Stanley599,426$17,233 03/31/2020
     UTG599,426$17,233 03/31/2020
Wells Fargo & Company MN381,899$10,980 03/31/2020
     UTG381,899$10,980 03/31/2020
Advisor Group Holdings Inc.193,284$5,560 03/31/2020
     UTG193,284$5,560 03/31/2020
Guggenheim Capital LLC188,918$5,432 03/31/2020
     UTG188,918$5,432 03/31/2020
Royal Bank of Canada177,102$5,091 03/31/2020
     UTG177,102$5,091 03/31/2020
UBS Group AG172,369$4,956 03/31/2020
     UTG172,369$4,956 03/31/2020
Commonwealth Equity Services LLC169,882$4,884 03/31/2020
     UTG169,882$4,884 03/31/2020
Ladenburg Thalmann Financial Services Inc.126,839$4,701 12/31/2019
     UTG126,839$4,701 12/31/2019
Cohen & Steers Inc.156,251$4,492 03/31/2020
     UTG156,251$4,492 03/31/2020
Private Advisor Group LLC151,967$4,369 03/31/2020
     UTG151,967$4,369 03/31/2020
Sontag Advisory LLC150,756$4,334 03/31/2020
     UTG150,756$4,334 03/31/2020
Punch & Associates Investment Management Inc.141,296$4,062 03/31/2020
     UTG141,296$4,062 03/31/2020
Reaves W H & Co. Inc.121,952$3,506 03/31/2020
     UTG121,952$3,506 03/31/2020
Stifel Financial Corp119,173$3,433 03/31/2020
     UTG119,173$3,433 03/31/2020
Raymond James Financial Services Advisors Inc.118,890$3,418 03/31/2020
     UTG118,890$3,418 03/31/2020
Hollow Brook Wealth Management LLC113,392$3,260 03/31/2020
     UTG113,392$3,260 03/31/2020
Ameriprise Financial Inc.97,552$2,805 03/31/2020
     UTG97,552$2,805 03/31/2020
LPL Financial LLC82,420$2,370 03/31/2020
     UTG82,420$2,370 03/31/2020
Sowell Financial Services LLC79,564$2,287 03/31/2020
     UTG79,564$2,287 03/31/2020
Advisors Asset Management Inc.75,308$2,165 03/31/2020
     UTG75,308$2,165 03/31/2020
Guild Investment Management Inc.74,820$2,151 03/31/2020
     UTG74,820$2,151 03/31/2020
Ibex Wealth Advisors67,969$1,954 03/31/2020
     UTG67,969$1,954 03/31/2020
Janney Montgomery Scott LLC67,901$1,952 03/31/2020
     UTG67,901$1,952 03/31/2020
Focused Wealth Management Inc67,188$1,932 03/31/2020
     UTG67,188$1,932 03/31/2020
Magnus Financial Group LLC62,839$1,807 03/31/2020
     UTG62,839$1,807 03/31/2020
Raymond James & Associates53,555$1,540 03/31/2020
     UTG53,555$1,540 03/31/2020
Steward Partners Investment Advisory LLC51,627$1,484 03/31/2020
     UTG51,627$1,484 03/31/2020
BOKF NA42,446$1,220 03/31/2020
     UTG42,446$1,220 03/31/2020
Good Life Advisors LLC41,612$1,195 03/31/2020
     UTG41,612$1,195 03/31/2020
Advisor Group Inc.31,500$1,167 12/31/2019
     UTG31,500$1,167 12/31/2019
Ingalls & Snyder LLC36,226$1,041 03/31/2020
     UTG36,226$1,041 03/31/2020
DAVENPORT & Co LLC35,332$1,016 03/31/2020
     UTG35,332$1,016 03/31/2020
Bank of Montreal Can36,230$945 03/31/2020
     UTG36,230$945 03/31/2020
Intl Fcstone Inc.32,454$933 03/31/2020
     UTG32,454$933 03/31/2020
AE Wealth Management LLC30,820$886 03/31/2020
     UTG30,820$886 03/31/2020
Creative Planning30,744$884 03/31/2020
     UTG30,744$884 03/31/2020
Sound View Wealth Advisors Group LLC29,975$862 03/31/2020
     UTG29,975$862 03/31/2020
Cambridge Investment Research Advisors Inc.27,780$799 03/31/2020
     UTG27,780$799 03/31/2020
BerganKDV Wealth Management LLC25,682$738 03/31/2020
     UTG25,682$738 03/31/2020
MML Investors Services LLC24,761$712 03/31/2020
     UTG24,761$712 03/31/2020
Belpointe Asset Management LLC18,519$686 12/31/2019
     UTG18,519$686 12/31/2019
Northwestern Mutual Wealth Management Co.23,217$667 03/31/2020
     UTG23,217$667 03/31/2020
Cetera Advisor Networks LLC22,599$650 03/31/2020
     UTG22,599$650 03/31/2020
Oppenheimer & Co. Inc.21,500$619 03/31/2020
     UTG21,500$619 03/31/2020
Doliver Advisors LP18,935$569 03/31/2020
     UTG18,935$569 03/31/2020
Brookstone Capital Management19,498$561 03/31/2020
     UTG19,498$561 03/31/2020
Camden National Bank18,683$537 03/31/2020
     UTG18,683$537 03/31/2020
Asset Management Corp IL ADV16,100$463 03/31/2020
     UTG16,100$463 03/31/2020
First Foundation Advisors14,404$414 03/31/2020
     UTG14,404$414 03/31/2020
PNC Financial Services Group Inc.13,699$394 03/31/2020
     UTG13,699$394 03/31/2020
Neville Rodie & Shaw Inc.13,418$386 03/31/2020
     UTG13,418$386 03/31/2020
Mariner LLC12,700$365 03/31/2020
     UTG12,700$365 03/31/2020
US Bancorp DE11,555$332 03/31/2020
     UTG11,555$332 03/31/2020
Tiemann Investment Advisors LLC11,303$325 03/31/2020
     UTG11,303$325 03/31/2020
HighTower Advisors LLC11,000$321 03/31/2020
     UTG11,000$321 03/31/2020
Baird Financial Group Inc.11,117$319 03/31/2020
     UTG11,117$319 03/31/2020
Flagship Harbor Advisors LLC11,011$317 03/31/2020
     UTG11,011$317 03/31/2020
Vigilare Wealth Management10,410$299 03/31/2020
     UTG10,410$299 03/31/2020
Sigma Planning Corp9,736$280 03/31/2020
     UTG9,736$280 03/31/2020
Armor Investment Advisors LLC9,739$280 03/31/2020
     UTG9,739$280 03/31/2020
Maryland Capital Management9,601$276 03/31/2020
     UTG9,601$276 03/31/2020
Certified Advisory Corp9,605$276 03/31/2020
     UTG9,605$276 03/31/2020
Proequities Inc.9,496$273 03/31/2020
     UTG9,496$273 03/31/2020
Keybank National Association OH9,400$270 03/31/2020
     UTG9,400$270 03/31/2020
Parkside Financial Bank & Trust8,886$255 03/31/2020
     UTG8,886$255 03/31/2020
Dfpg Investments LLC8,505$252 03/31/2020
     UTG8,505$252 03/31/2020
Rikoon Group LLC8,740$251 03/31/2020
     UTG8,740$251 03/31/2020
Benjamin F. Edwards & Company Inc.8,395$241 03/31/2020
     UTG8,395$241 03/31/2020
Graybill Bartz & Assoc Ltd.8,324$239 03/31/2020
     UTG8,324$239 03/31/2020
Regions Financial Corp7,500$216 03/31/2020
     UTG7,500$216 03/31/2020
Security National Bank of Sioux City Iowa IA7,484$215 03/31/2020
     UTG7,484$215 03/31/2020
Relative Value Partners Group LLC7,311$210 03/31/2020
     UTG7,311$210 03/31/2020
National Asset Management Inc.7,057$203 03/31/2020
     UTG7,057$203 03/31/2020
Benchmark Wealth Management LLC7,005$201 03/31/2020
     UTG7,005$201 03/31/2020
MUFG Americas Holdings Corp6,485$186 03/31/2020
     UTG6,485$186 03/31/2020
Welch Group LLC6,421$185 03/31/2020
     UTG6,421$185 03/31/2020
Citigroup Inc.6,415$184 03/31/2020
     UTG6,415$184 03/31/2020
Claraphi Advisory Network LLC5,884$169 03/31/2020
     UTG5,884$169 03/31/2020
Highlander Capital Management LLC5,555$160 03/31/2020
     UTG5,555$160 03/31/2020
Centaurus Financial Inc.4,113$118 03/31/2020
     UTG4,113$118 03/31/2020
Parallel Advisors LLC4,099$117 03/31/2020
     UTG4,099$117 03/31/2020
Joseph P. Lucia & Associates LLC3,093$89 03/31/2020
     UTG3,093$89 03/31/2020
Intercontinental Wealth Advisors LLC2,200$86 12/31/2019
     UTG2,200$86 12/31/2019
AdvisorNet Financial Inc2,935$84 03/31/2020
     UTG2,935$84 03/31/2020
Ameritas Investment Company LLC2,965$72 03/31/2020
     UTG2,965$72 03/31/2020
Winslow Evans & Crocker Inc.2,176$64 03/31/2020
     UTG2,176$64 03/31/2020
Sterling Investment Advisors Ltd.2,220$63 03/31/2020
     UTG2,220$63 03/31/2020
Liberty Wealth Management LLC1,750$50 03/31/2020
     UTG1,750$50 03/31/2020
Centerpoint Advisors LLC1,700$49 03/31/2020
     UTG1,700$49 03/31/2020
Valley National Advisers Inc.1,550$45 03/31/2020
     UTG1,550$45 03/31/2020
Advisory Services Network LLC1,379$40 03/31/2020
     UTG1,379$40 03/31/2020
Enterprise Financial Services Corp1,100$32 03/31/2020
     UTG1,100$32 03/31/2020
Security National Trust Co.1,066$31 03/31/2020
     UTG1,066$31 03/31/2020
Squar Milner Financial Services LLC1,018$29 03/31/2020
     UTG1,018$29 03/31/2020
NEXT Financial Group Inc825$24 03/31/2020
     UTG825$24 03/31/2020
Northern Oak Wealth Management Inc.808$23 03/31/2020
     UTG808$23 03/31/2020
Harwood Advisory Group LLC834$23 03/31/2020
     UTG834$23 03/31/2020
Wealth Quarterback LLC785$23 03/31/2020
     UTG785$23 03/31/2020
Carroll Financial Associates Inc.726$20 03/31/2020
     UTG726$20 03/31/2020
Glenmede Trust Co. NA502$18 03/31/2020
     UTG502$18 03/31/2020
Private Capital Group LLC593$17 03/31/2020
     UTG593$17 03/31/2020
CENTRAL TRUST Co500$14 03/31/2020
     UTG500$14 03/31/2020
Fifth Third Bancorp402$12 03/31/2020
     UTG402$12 03/31/2020
Valeo Financial Advisors LLC400$12 03/31/2020
     UTG400$12 03/31/2020
Gradient Investments LLC353$10 03/31/2020
     UTG353$10 03/31/2020
Cordasco Financial Network351$10 03/31/2020
     UTG351$10 03/31/2020
CWM LLC324$9 03/31/2020
     UTG324$9 03/31/2020
FinTrust Capital Advisors LLC307$9 03/31/2020
     UTG307$9 03/31/2020
RPG Investment Advisory LLC300$9 03/31/2020
     UTG300$9 03/31/2020
Delta Asset Management LLC TN291$8 03/31/2020
     UTG291$8 03/31/2020
North Star Investment Management Corp.50$1 03/31/2020
     UTG50$1 03/31/2020
Huntington National Bank1$0 03/31/2020
     UTG1$0 03/31/2020
FMR LLC2$0 03/31/2020
     UTG2$0 03/31/2020
Citizens Financial Group Inc RI8$0 03/31/2020
     UTG8$0 03/31/2020
Prime Capital Investment Advisors LLC9$0 03/31/2020
     UTG9$0 03/31/2020
Efficient Wealth Management LLC0$0 03/31/2020
     UTG0$0 03/31/2020

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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