HoldingsChannel.com
Funds Holding UTWO

On this page, we present all of the funds holding UTWO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UTWO, with a link to that fund's top holdings. The next columns indicate the amount of UTWO stock held by each of the funds holding UTWO, followed by the UTWO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 55 funds holding UTWO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealthquest Corp. For more details on the positions held by Wealthquest Corp (or by any of the other funds holding UTWO), click the fund name in the "Holder" column of the funds-holding-UTWO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealthquest Corp881,088$42,592 12/31/2023
     UTWO881,088$42,592 12/31/2023
Boothe Investment Group Inc.578,994$27,989 12/31/2023
     UTWO578,994$27,989 12/31/2023
Commonwealth Equity Services LLC330,208$15,880 03/31/2024
     UTWO330,208$15,880 03/31/2024
LPL Financial LLC295,532$14,286 12/31/2023
     UTWO295,532$14,286 12/31/2023
Kestra Advisory Services LLC166,742$8,060 12/31/2023
     UTWO166,742$8,060 12/31/2023
Jane Street Group LLC159,463$7,708 12/31/2023
     UTWO159,463$7,708 12/31/2023
Morgan Stanley110,679$5,350 12/31/2023
     UTWO110,679$5,350 12/31/2023
Stratos Wealth Advisors LLC100,294$4,823 03/31/2024
     UTWO100,294$4,823 03/31/2024
Empirical Asset Management LLC87,092$4,210 12/31/2023
     UTWO87,092$4,210 12/31/2023
Envestnet Asset Management Inc.76,368$3,692 12/31/2023
     UTWO76,368$3,692 12/31/2023
National Asset Management Inc.66,216$3,201 12/31/2023
     UTWO66,216$3,201 12/31/2023
Susquehanna International Group LLP61,190$2,958 12/31/2023
     UTWO61,190$2,958 12/31/2023
Lido Advisors LLC58,635$2,834 12/31/2023
     UTWO58,635$2,834 12/31/2023
Ritholtz Wealth Management51,549$2,479 03/31/2024
     UTWO51,549$2,479 03/31/2024
Flagship Private Wealth LLC39,328$1,901 12/31/2023
     UTWO39,328$1,901 12/31/2023
Atria Investments LLC38,803$1,876 12/31/2023
     UTWO38,803$1,876 12/31/2023
Wealth Enhancement Advisory Services LLC35,361$1,701 03/31/2024
     UTWO35,361$1,701 03/31/2024
Stifel Financial Corp34,950$1,689 12/31/2023
     UTWO34,950$1,689 12/31/2023
WBI Investments30,586$1,479 12/31/2023
     UTWO30,586$1,479 12/31/2023
GWM Advisors LLC29,580$1,430 12/31/2023
     UTWO29,580$1,430 12/31/2023
J.W. Cole Advisors Inc.27,624$1,335 12/31/2023
     UTWO27,624$1,335 12/31/2023
UBS Group AG26,829$1,297 12/31/2023
     UTWO26,829$1,297 12/31/2023
Private Advisor Group LLC21,966$1,062 12/31/2023
     UTWO21,966$1,062 12/31/2023
Thoroughbred Financial Services LLC20,312$981 12/31/2023
     UTWO20,312$981 12/31/2023
Wealthcare Advisory Partners LLC16,776$807 03/31/2024
     UTWO16,776$807 03/31/2024
Avantax Advisory Services Inc.16,528$799 12/31/2023
     UTWO16,528$799 12/31/2023
F M Investments LLC11,474$552 03/31/2024
     UTWO11,474$552 03/31/2024
Bank of Montreal Can10,550$510 12/31/2023
     UTWO10,550$510 12/31/2023
Spinnaker Investment Group LLC10,348$498 03/31/2024
     UTWO10,348$498 03/31/2024
Cetera Advisor Networks LLC10,020$484 12/31/2023
     UTWO10,020$484 12/31/2023
Equitable Holdings Inc.8,077$390 12/31/2023
     UTWO8,077$390 12/31/2023
Marino Stram & Associates LLC6,683$321 03/31/2024
     UTWO6,683$321 03/31/2024
Financial Guidance Group Inc.6,249$302 12/31/2023
     UTWO6,249$302 12/31/2023
Wells Fargo & Company MN6,231$301 12/31/2023
     UTWO6,231$301 12/31/2023
Revolve Wealth Partners LLC5,701$274 03/31/2024
     UTWO5,701$274 03/31/2024
Vontobel Holding Ltd.5,600$271 12/31/2023
     UTWO5,600$271 12/31/2023
MML Investors Services LLC5,401$261 12/31/2023
     UTWO5,401$261 12/31/2023
Alpha Financial Partners LLC5,318$257 12/31/2023
     UTWO5,318$257 12/31/2023
Belvedere Trading LLC5,306$256 12/31/2023
     UTWO5,306$256 12/31/2023
Cambridge Investment Research Advisors Inc.5,096$245 03/31/2024
     UTWO5,096$245 03/31/2024
Gries Financial LLC4,895$237 12/31/2023
     UTWO4,895$237 12/31/2023
Kovack Advisors Inc.4,541$218 03/31/2024
     UTWO4,541$218 03/31/2024
Harbour Investments Inc.3,727$180 12/31/2023
     UTWO3,727$180 12/31/2023
Cullen Frost Bankers Inc.3,500$169 12/31/2023
     UTWO3,500$169 12/31/2023
Parallel Advisors LLC3,320$161 12/31/2023
     UTWO3,320$161 12/31/2023
Lindbrook Capital LLC2,022$97 03/31/2024
     UTWO2,022$97 03/31/2024
Benjamin F. Edwards & Company Inc.952$46 03/31/2024
     UTWO952$46 03/31/2024
FMR LLC655$32 12/31/2023
     UTWO655$32 12/31/2023
West Branch Capital LLC524$25 03/31/2024
     UTWO524$25 03/31/2024
Allworth Financial LP183$9 03/31/2024
     UTWO183$9 03/31/2024
Penserra Capital Management LLC153$7 12/31/2023
     UTWO153$7 12/31/2023
Front Row Advisors LLC100$5 12/31/2023
     UTWO100$5 12/31/2023
Advisory Services Network LLC53$3 12/31/2023
     UTWO53$3 12/31/2023
Truvestments Capital LLC55$3 12/31/2023
     UTWO55$3 12/31/2023
DHJJ Financial Advisors Ltd.2$0 03/31/2024
     UTWO2$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     UTWO0$0 12/31/2023

See Summary: Institutional Holders of UTWO
See Details: Top 10 Hedge Funds Holding UTWO
Also See: UTWO Holdings Changes

Quotes delayed 20 minutes

Email EnvelopeFree UTWO Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding UTWO | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.