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Funds Holding UYG

On this page, we present all of the funds holding UYG from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UYG, with a link to that fund's top holdings. The next columns indicate the amount of UYG stock held by each of the funds holding UYG, followed by the UYG position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 51 funds holding UYG within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Toth Financial Advisory Corp. For more details on the positions held by Toth Financial Advisory Corp (or by any of the other funds holding UYG), click the fund name in the "Holder" column of the funds-holding-UYG table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Toth Financial Advisory Corp91,353$5,043 12/31/2023
     UYG91,353$5,043 12/31/2023
HighTower Advisors LLC46,675$2,578 12/31/2023
     UYG46,675$2,578 12/31/2023
Cassaday & Co Wealth Management LLC30,801$1,700 12/31/2023
     UYG30,801$1,700 12/31/2023
Susquehanna International Group LLP $1,590 12/31/2023
     Call28,800$1,590 12/31/2023
Advisor Group Holdings Inc.23,476$1,296 12/31/2023
     UYG23,476$1,296 12/31/2023
Envestnet Asset Management Inc.18,145$1,002 12/31/2023
     UYG18,145$1,002 12/31/2023
9258 Wealth Management LLC17,450$963 12/31/2023
     UYG17,450$963 12/31/2023
Citadel Advisors LLC $927 12/31/2023
     UYG10,283$568 12/31/2023
     Call8,200$453 12/31/2023
     Put1,700$94 12/31/2023
Kestra Advisory Services LLC16,035$885 12/31/2023
     UYG16,035$885 12/31/2023
Synovus Financial Corp15,000$828 12/31/2023
     UYG15,000$828 12/31/2023
Roanoke Asset Management Corp NY13,440$742 12/31/2023
     UYG13,440$742 12/31/2023
CI Private Wealth LLC9,977$551 12/31/2023
     UYG9,977$551 12/31/2023
Capital Investment Counsel Inc9,655$533 12/31/2023
     UYG9,655$533 12/31/2023
Tower Research Capital LLC TRC 9,335$515 12/31/2023
     UYG9,335$515 12/31/2023
CIBC Private Wealth Group LLC9,000$497 12/31/2023
     UYG9,000$497 12/31/2023
The PNC Financial Services Group Inc.8,190$452 12/31/2023
     UYG8,190$452 12/31/2023
Chicago Partners Investment Group LLC6,714$382 12/31/2023
     UYG6,714$382 12/31/2023
Blair William & Co. IL6,780$374 12/31/2023
     UYG6,780$374 12/31/2023
Cerity Partners LLC6,000$331 12/31/2023
     UYG6,000$331 12/31/2023
Wsfs Capital Management LLC5,720$316 12/31/2023
     UYG5,720$316 12/31/2023
TrinityPoint Wealth LLC5,484$303 12/31/2023
     UYG5,484$303 12/31/2023
Belvedere Trading LLC $245 12/31/2023
     UYG5,045$278 12/31/2023
     Put1,000$55 12/31/2023
     Call400$22 12/31/2023
Savant Capital LLC4,250$235 12/31/2023
     UYG4,250$235 12/31/2023
Kennedy Investment Group4,100$226 12/31/2023
     UYG4,100$226 12/31/2023
Qube Research & Technologies Ltd3,822$211 12/31/2023
     UYG3,822$211 12/31/2023
SRS Capital Advisors Inc.2,686$148 12/31/2023
     UYG2,686$148 12/31/2023
Morgan Stanley2,408$133 12/31/2023
     UYG2,408$133 12/31/2023
Harbor Investment Advisory LLC2,100$116 12/31/2023
     UYG2,100$116 12/31/2023
Highlander Capital Management LLC1,850$102 12/31/2023
     UYG1,850$102 12/31/2023
Bank of America Corp DE1,815$100 12/31/2023
     UYG1,815$100 12/31/2023
Citigroup Inc.1,435$79 12/31/2023
     UYG1,435$79 12/31/2023
Spire Wealth Management1,336$74 12/31/2023
     UYG1,336$74 12/31/2023
Bank of Montreal Can1,129$63 12/31/2023
     UYG1,129$63 12/31/2023
GWM Advisors LLC1,133$63 12/31/2023
     UYG1,133$63 12/31/2023
Advisory Services Network LLC1,024$57 12/31/2023
     UYG1,024$57 12/31/2023
CWM LLC931$51 12/31/2023
     UYG931$51 12/31/2023
US Bancorp DE600$33 12/31/2023
     UYG600$33 12/31/2023
Tennessee Valley Asset Management Partners602$33 12/31/2023
     UYG602$33 12/31/2023
Main Street Group LTD600$33 12/31/2023
     UYG600$33 12/31/2023
Hartford Financial Management Inc.420$23 12/31/2023
     UYG420$23 12/31/2023
Colonial Trust Advisors300$17 12/31/2023
     UYG300$17 12/31/2023
UBS Group AG291$16 12/31/2023
     UYG291$16 12/31/2023
Vima LLC246$14 12/31/2023
     UYG246$14 12/31/2023
Glassman Wealth Services234$13 12/31/2023
     UYG234$13 12/31/2023
Ronald Blue Trust Inc.137$8 12/31/2023
     UYG137$8 12/31/2023
Valley National Advisers Inc.120$7 12/31/2023
     UYG120$7 12/31/2023
Hazlett Burt & Watson Inc.60$3 12/31/2023
     UYG60$3 12/31/2023
Simplex Trading LLC47$3 12/31/2023
     UYG47$3 12/31/2023
Cutler Group LP $1 12/31/2023
     Call300$1 12/31/2023
     Put700$0 12/31/2023
Wells Fargo & Company MN2$0 12/31/2023
     UYG2$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     UYG0$0 12/31/2023
EverSource Wealth Advisors LLC1$0 12/31/2023
     UYG1$0 12/31/2023

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

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