HoldingsChannel.com
On this page, we present all of the funds holding UYLD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding UYLD, with a link to that fund's top holdings. The next columns indicate the amount of UYLD stock held by each of the funds holding UYLD, followed by the UYLD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 28 funds holding UYLD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding UYLD), click the fund name in the "Holder" column of the funds-holding-UYLD table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Wealth Enhancement Advisory Services LLC | 4,772,916 | $242,822 | 03/31/2024 |
| UYLD | 4,772,916 | $242,822 | 03/31/2024 |
| Gratus Capital LLC | 998,757 | $50,522 | 12/31/2023 |
| UYLD | 998,757 | $50,522 | 12/31/2023 |
| Requisite Capital Management LLC | 130,116 | $6,650 | 03/31/2024 |
| UYLD | 130,116 | $6,650 | 03/31/2024 |
| Camarda Financial Advisors LLC | 104,821 | $5,333 | 03/31/2024 |
| UYLD | 104,821 | $5,333 | 03/31/2024 |
| Congress Wealth Management LLC DE | 87,706 | $4,462 | 03/31/2024 |
| UYLD | 87,706 | $4,462 | 03/31/2024 |
| Sage Mountain Advisors LLC | 72,451 | $3,686 | 03/31/2024 |
| UYLD | 72,451 | $3,686 | 03/31/2024 |
| Heritage Trust Co | 65,956 | $3,356 | 03/31/2024 |
| UYLD | 65,956 | $3,356 | 03/31/2024 |
| UBS Group AG | 65,765 | $3,346 | 03/31/2024 |
| UYLD | 65,765 | $3,346 | 03/31/2024 |
| LPL Financial LLC | 60,113 | $3,058 | 03/31/2024 |
| UYLD | 60,113 | $3,058 | 03/31/2024 |
| Mechanics Bank Trust Department | 59,950 | $3,050 | 03/31/2024 |
| UYLD | 59,950 | $3,050 | 03/31/2024 |
| Benjamin F. Edwards & Company Inc. | 55,210 | $2,809 | 03/31/2024 |
| UYLD | 55,210 | $2,809 | 03/31/2024 |
| Precision Wealth Strategies LLC | 54,705 | $2,783 | 03/31/2024 |
| UYLD | 54,705 | $2,783 | 03/31/2024 |
| Stifel Financial Corp | 52,750 | $2,668 | 12/31/2023 |
| UYLD | 52,750 | $2,668 | 12/31/2023 |
| GWM Advisors LLC | 50,367 | $2,556 | 12/31/2023 |
| UYLD | 50,367 | $2,556 | 12/31/2023 |
| Lewis Asset Management LLC | 43,267 | $2,201 | 03/31/2024 |
| UYLD | 43,267 | $2,201 | 03/31/2024 |
| Sentinel Pension Advisors Inc. | 35,427 | $1,792 | 12/31/2023 |
| UYLD | 35,427 | $1,792 | 12/31/2023 |
| Secure Asset Management LLC | 29,354 | $1,493 | 03/31/2024 |
| UYLD | 29,354 | $1,493 | 03/31/2024 |
| Islay Capital Management LLC | 17,500 | $885 | 12/31/2023 |
| UYLD | 17,500 | $885 | 12/31/2023 |
| Commonwealth Equity Services LLC | 15,591 | $793 | 03/31/2024 |
| UYLD | 15,591 | $793 | 03/31/2024 |
| Concurrent Investment Advisors LLC | 9,896 | $503 | 03/31/2024 |
| UYLD | 9,896 | $503 | 03/31/2024 |
| Jane Street Group LLC | 8,899 | $450 | 12/31/2023 |
| UYLD | 8,899 | $450 | 12/31/2023 |
| Advisor Group Holdings Inc. | 7,013 | $357 | 03/31/2024 |
| UYLD | 7,013 | $357 | 03/31/2024 |
| Crescent Grove Advisors LLC | 6,431 | $329 | 03/31/2024 |
| UYLD | 6,431 | $329 | 03/31/2024 |
| Transamerica Financial Advisors Inc. | 5,992 | $304 | 12/31/2023 |
| UYLD | 5,992 | $304 | 12/31/2023 |
| Richard P Slaughter Associates Inc | 5,261 | $268 | 03/31/2024 |
| UYLD | 5,261 | $268 | 03/31/2024 |
| Bank of Montreal Can | 4,743 | $239 | 12/31/2023 |
| UYLD | 4,743 | $239 | 12/31/2023 |
| Benjamin Edwards Inc. | 1,905 | $97 | 03/31/2024 |
| UYLD | 1,905 | $97 | 03/31/2024 |
| CWM LLC | 17 | $1 | 03/31/2024 |
| UYLD | 17 | $1 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 03/31/2024 |
| UYLD | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of UYLD
See Details: Top 10 Hedge Funds Holding UYLD
Also See: UYLD Holdings Changes
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