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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wealthquest Corp | 881,088 | $42,592 | 12/31/2023 |
UTWO | 881,088 | $42,592 | 12/31/2023 |
Boothe Investment Group Inc. | 578,994 | $27,989 | 12/31/2023 |
UTWO | 578,994 | $27,989 | 12/31/2023 |
Commonwealth Equity Services LLC | 330,208 | $15,880 | 03/31/2024 |
UTWO | 330,208 | $15,880 | 03/31/2024 |
LPL Financial LLC | 295,532 | $14,286 | 12/31/2023 |
UTWO | 295,532 | $14,286 | 12/31/2023 |
Kestra Advisory Services LLC | 166,742 | $8,060 | 12/31/2023 |
UTWO | 166,742 | $8,060 | 12/31/2023 |
Jane Street Group LLC | 159,463 | $7,708 | 12/31/2023 |
UTWO | 159,463 | $7,708 | 12/31/2023 |
Morgan Stanley | 110,679 | $5,350 | 12/31/2023 |
UTWO | 110,679 | $5,350 | 12/31/2023 |
Stratos Wealth Advisors LLC | 100,294 | $4,823 | 03/31/2024 |
UTWO | 100,294 | $4,823 | 03/31/2024 |
Empirical Asset Management LLC | 87,092 | $4,210 | 12/31/2023 |
UTWO | 87,092 | $4,210 | 12/31/2023 |
Envestnet Asset Management Inc. | 76,368 | $3,692 | 12/31/2023 |
UTWO | 76,368 | $3,692 | 12/31/2023 |
National Asset Management Inc. | 66,216 | $3,201 | 12/31/2023 |
UTWO | 66,216 | $3,201 | 12/31/2023 |
Susquehanna International Group LLP | 61,190 | $2,958 | 12/31/2023 |
UTWO | 61,190 | $2,958 | 12/31/2023 |
Lido Advisors LLC | 58,635 | $2,834 | 12/31/2023 |
UTWO | 58,635 | $2,834 | 12/31/2023 |
Ritholtz Wealth Management | 51,549 | $2,479 | 03/31/2024 |
UTWO | 51,549 | $2,479 | 03/31/2024 |
Flagship Private Wealth LLC | 39,328 | $1,901 | 12/31/2023 |
UTWO | 39,328 | $1,901 | 12/31/2023 |
Atria Investments LLC | 38,803 | $1,876 | 12/31/2023 |
UTWO | 38,803 | $1,876 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 35,361 | $1,701 | 03/31/2024 |
UTWO | 35,361 | $1,701 | 03/31/2024 |
Stifel Financial Corp | 34,950 | $1,689 | 12/31/2023 |
UTWO | 34,950 | $1,689 | 12/31/2023 |
WBI Investments | 30,586 | $1,479 | 12/31/2023 |
UTWO | 30,586 | $1,479 | 12/31/2023 |
GWM Advisors LLC | 29,580 | $1,430 | 12/31/2023 |
UTWO | 29,580 | $1,430 | 12/31/2023 |
J.W. Cole Advisors Inc. | 27,624 | $1,335 | 12/31/2023 |
UTWO | 27,624 | $1,335 | 12/31/2023 |
UBS Group AG | 26,829 | $1,297 | 12/31/2023 |
UTWO | 26,829 | $1,297 | 12/31/2023 |
Private Advisor Group LLC | 21,966 | $1,062 | 12/31/2023 |
UTWO | 21,966 | $1,062 | 12/31/2023 |
Thoroughbred Financial Services LLC | 20,312 | $981 | 12/31/2023 |
UTWO | 20,312 | $981 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 16,776 | $807 | 03/31/2024 |
UTWO | 16,776 | $807 | 03/31/2024 |
Avantax Advisory Services Inc. | 16,528 | $799 | 12/31/2023 |
UTWO | 16,528 | $799 | 12/31/2023 |
F M Investments LLC | 11,474 | $552 | 03/31/2024 |
UTWO | 11,474 | $552 | 03/31/2024 |
Bank of Montreal Can | 10,550 | $510 | 12/31/2023 |
UTWO | 10,550 | $510 | 12/31/2023 |
Spinnaker Investment Group LLC | 10,348 | $498 | 03/31/2024 |
UTWO | 10,348 | $498 | 03/31/2024 |
Cetera Advisor Networks LLC | 10,020 | $484 | 12/31/2023 |
UTWO | 10,020 | $484 | 12/31/2023 |
Equitable Holdings Inc. | 8,077 | $390 | 12/31/2023 |
UTWO | 8,077 | $390 | 12/31/2023 |
Marino Stram & Associates LLC | 6,683 | $321 | 03/31/2024 |
UTWO | 6,683 | $321 | 03/31/2024 |
Financial Guidance Group Inc. | 6,249 | $302 | 12/31/2023 |
UTWO | 6,249 | $302 | 12/31/2023 |
Wells Fargo & Company MN | 6,231 | $301 | 12/31/2023 |
UTWO | 6,231 | $301 | 12/31/2023 |
Revolve Wealth Partners LLC | 5,701 | $274 | 03/31/2024 |
UTWO | 5,701 | $274 | 03/31/2024 |
Vontobel Holding Ltd. | 5,600 | $271 | 12/31/2023 |
UTWO | 5,600 | $271 | 12/31/2023 |
MML Investors Services LLC | 5,401 | $261 | 12/31/2023 |
UTWO | 5,401 | $261 | 12/31/2023 |
Alpha Financial Partners LLC | 5,318 | $257 | 12/31/2023 |
UTWO | 5,318 | $257 | 12/31/2023 |
Belvedere Trading LLC | 5,306 | $256 | 12/31/2023 |
UTWO | 5,306 | $256 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 5,096 | $245 | 03/31/2024 |
UTWO | 5,096 | $245 | 03/31/2024 |
Gries Financial LLC | 4,895 | $237 | 12/31/2023 |
UTWO | 4,895 | $237 | 12/31/2023 |
Kovack Advisors Inc. | 4,541 | $218 | 03/31/2024 |
UTWO | 4,541 | $218 | 03/31/2024 |
Harbour Investments Inc. | 3,727 | $180 | 12/31/2023 |
UTWO | 3,727 | $180 | 12/31/2023 |
Cullen Frost Bankers Inc. | 3,500 | $169 | 12/31/2023 |
UTWO | 3,500 | $169 | 12/31/2023 |
Parallel Advisors LLC | 3,320 | $161 | 12/31/2023 |
UTWO | 3,320 | $161 | 12/31/2023 |
Lindbrook Capital LLC | 2,022 | $97 | 03/31/2024 |
UTWO | 2,022 | $97 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 952 | $46 | 03/31/2024 |
UTWO | 952 | $46 | 03/31/2024 |
FMR LLC | 655 | $32 | 12/31/2023 |
UTWO | 655 | $32 | 12/31/2023 |
West Branch Capital LLC | 524 | $25 | 03/31/2024 |
UTWO | 524 | $25 | 03/31/2024 |
Allworth Financial LP | 183 | $9 | 03/31/2024 |
UTWO | 183 | $9 | 03/31/2024 |
Penserra Capital Management LLC | 153 | $7 | 12/31/2023 |
UTWO | 153 | $7 | 12/31/2023 |
Front Row Advisors LLC | 100 | $5 | 12/31/2023 |
UTWO | 100 | $5 | 12/31/2023 |
Advisory Services Network LLC | 53 | $3 | 12/31/2023 |
UTWO | 53 | $3 | 12/31/2023 |
Truvestments Capital LLC | 55 | $3 | 12/31/2023 |
UTWO | 55 | $3 | 12/31/2023 |
DHJJ Financial Advisors Ltd. | 2 | $0 | 03/31/2024 |
UTWO | 2 | $0 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
UTWO | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UTWO
See Details: Top 10 Hedge Funds Holding UTWO
Also See: UTWO Holdings Changes
Free UTWO Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |