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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Toth Financial Advisory Corp | 91,353 | $5,043 | 12/31/2023 |
UYG | 91,353 | $5,043 | 12/31/2023 |
HighTower Advisors LLC | 46,675 | $2,578 | 12/31/2023 |
UYG | 46,675 | $2,578 | 12/31/2023 |
Cassaday & Co Wealth Management LLC | 30,801 | $1,700 | 12/31/2023 |
UYG | 30,801 | $1,700 | 12/31/2023 |
Susquehanna International Group LLP | $1,590 | 12/31/2023 | |
Call | 28,800 | $1,590 | 12/31/2023 |
Advisor Group Holdings Inc. | 23,476 | $1,296 | 12/31/2023 |
UYG | 23,476 | $1,296 | 12/31/2023 |
Envestnet Asset Management Inc. | 18,145 | $1,002 | 12/31/2023 |
UYG | 18,145 | $1,002 | 12/31/2023 |
9258 Wealth Management LLC | 17,450 | $963 | 12/31/2023 |
UYG | 17,450 | $963 | 12/31/2023 |
Citadel Advisors LLC | $927 | 12/31/2023 | |
UYG | 10,283 | $568 | 12/31/2023 |
Call | 8,200 | $453 | 12/31/2023 |
Put | 1,700 | $94 | 12/31/2023 |
Kestra Advisory Services LLC | 16,035 | $885 | 12/31/2023 |
UYG | 16,035 | $885 | 12/31/2023 |
Synovus Financial Corp | 15,000 | $828 | 12/31/2023 |
UYG | 15,000 | $828 | 12/31/2023 |
Roanoke Asset Management Corp NY | 13,440 | $742 | 12/31/2023 |
UYG | 13,440 | $742 | 12/31/2023 |
CI Private Wealth LLC | 9,977 | $551 | 12/31/2023 |
UYG | 9,977 | $551 | 12/31/2023 |
Capital Investment Counsel Inc | 9,655 | $533 | 12/31/2023 |
UYG | 9,655 | $533 | 12/31/2023 |
Tower Research Capital LLC TRC | 9,335 | $515 | 12/31/2023 |
UYG | 9,335 | $515 | 12/31/2023 |
CIBC Private Wealth Group LLC | 9,000 | $497 | 12/31/2023 |
UYG | 9,000 | $497 | 12/31/2023 |
The PNC Financial Services Group Inc. | 8,190 | $452 | 12/31/2023 |
UYG | 8,190 | $452 | 12/31/2023 |
Chicago Partners Investment Group LLC | 6,714 | $382 | 12/31/2023 |
UYG | 6,714 | $382 | 12/31/2023 |
Blair William & Co. IL | 6,780 | $374 | 12/31/2023 |
UYG | 6,780 | $374 | 12/31/2023 |
Cerity Partners LLC | 6,000 | $331 | 12/31/2023 |
UYG | 6,000 | $331 | 12/31/2023 |
Wsfs Capital Management LLC | 5,720 | $316 | 12/31/2023 |
UYG | 5,720 | $316 | 12/31/2023 |
TrinityPoint Wealth LLC | 5,484 | $303 | 12/31/2023 |
UYG | 5,484 | $303 | 12/31/2023 |
Belvedere Trading LLC | $245 | 12/31/2023 | |
UYG | 5,045 | $278 | 12/31/2023 |
Put | 1,000 | $55 | 12/31/2023 |
Call | 400 | $22 | 12/31/2023 |
Savant Capital LLC | 4,250 | $235 | 12/31/2023 |
UYG | 4,250 | $235 | 12/31/2023 |
Kennedy Investment Group | 4,100 | $226 | 12/31/2023 |
UYG | 4,100 | $226 | 12/31/2023 |
Qube Research & Technologies Ltd | 3,822 | $211 | 12/31/2023 |
UYG | 3,822 | $211 | 12/31/2023 |
SRS Capital Advisors Inc. | 2,686 | $148 | 12/31/2023 |
UYG | 2,686 | $148 | 12/31/2023 |
Morgan Stanley | 2,408 | $133 | 12/31/2023 |
UYG | 2,408 | $133 | 12/31/2023 |
Harbor Investment Advisory LLC | 2,100 | $116 | 12/31/2023 |
UYG | 2,100 | $116 | 12/31/2023 |
Highlander Capital Management LLC | 1,850 | $102 | 12/31/2023 |
UYG | 1,850 | $102 | 12/31/2023 |
Bank of America Corp DE | 1,815 | $100 | 12/31/2023 |
UYG | 1,815 | $100 | 12/31/2023 |
Citigroup Inc. | 1,435 | $79 | 12/31/2023 |
UYG | 1,435 | $79 | 12/31/2023 |
Spire Wealth Management | 1,336 | $74 | 12/31/2023 |
UYG | 1,336 | $74 | 12/31/2023 |
Bank of Montreal Can | 1,129 | $63 | 12/31/2023 |
UYG | 1,129 | $63 | 12/31/2023 |
GWM Advisors LLC | 1,133 | $63 | 12/31/2023 |
UYG | 1,133 | $63 | 12/31/2023 |
Advisory Services Network LLC | 1,024 | $57 | 12/31/2023 |
UYG | 1,024 | $57 | 12/31/2023 |
CWM LLC | 931 | $51 | 12/31/2023 |
UYG | 931 | $51 | 12/31/2023 |
US Bancorp DE | 600 | $33 | 12/31/2023 |
UYG | 600 | $33 | 12/31/2023 |
Tennessee Valley Asset Management Partners | 602 | $33 | 12/31/2023 |
UYG | 602 | $33 | 12/31/2023 |
Main Street Group LTD | 600 | $33 | 12/31/2023 |
UYG | 600 | $33 | 12/31/2023 |
Hartford Financial Management Inc. | 420 | $23 | 12/31/2023 |
UYG | 420 | $23 | 12/31/2023 |
Colonial Trust Advisors | 300 | $17 | 12/31/2023 |
UYG | 300 | $17 | 12/31/2023 |
UBS Group AG | 291 | $16 | 12/31/2023 |
UYG | 291 | $16 | 12/31/2023 |
Vima LLC | 246 | $14 | 12/31/2023 |
UYG | 246 | $14 | 12/31/2023 |
Glassman Wealth Services | 234 | $13 | 12/31/2023 |
UYG | 234 | $13 | 12/31/2023 |
Ronald Blue Trust Inc. | 137 | $8 | 12/31/2023 |
UYG | 137 | $8 | 12/31/2023 |
Valley National Advisers Inc. | 120 | $7 | 12/31/2023 |
UYG | 120 | $7 | 12/31/2023 |
Hazlett Burt & Watson Inc. | 60 | $3 | 12/31/2023 |
UYG | 60 | $3 | 12/31/2023 |
Simplex Trading LLC | 47 | $3 | 12/31/2023 |
UYG | 47 | $3 | 12/31/2023 |
Cutler Group LP | $1 | 12/31/2023 | |
Call | 300 | $1 | 12/31/2023 |
Put | 700 | $0 | 12/31/2023 |
Wells Fargo & Company MN | 2 | $0 | 12/31/2023 |
UYG | 2 | $0 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
UYG | 0 | $0 | 12/31/2023 |
EverSource Wealth Advisors LLC | 1 | $0 | 12/31/2023 |
UYG | 1 | $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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