There is a long list of 82 institutional holders of USTB within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of USTB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-USTB table below, the initial column indicates the name of each top institutional holder of USTB, with a link to that fund's top holdings. The next columns indicate the amount of USTB stock held by each of the institutional holders of USTB, followed by the USTB position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Victory Capital Management Inc. | 4,231,845 | $210,873 | 03/31/2024 |
USTB | 4,231,845 | $210,873 | 03/31/2024 |
Marquette Asset Management LLC | 593,874 | $29,450 | 12/31/2023 |
USTB | 593,874 | $29,450 | 12/31/2023 |
Orion Portfolio Solutions LLC | 387,440 | $19,178 | 12/31/2023 |
USTB | 387,440 | $19,178 | 12/31/2023 |
Morgan Stanley | 342,977 | $17,008 | 12/31/2023 |
USTB | 342,977 | $17,008 | 12/31/2023 |
Jane Street Group LLC | 331,442 | $16,436 | 12/31/2023 |
USTB | 331,442 | $16,436 | 12/31/2023 |
Bank of America Corp DE | 307,897 | $15,269 | 12/31/2023 |
USTB | 307,897 | $15,269 | 12/31/2023 |
Legacy CG LLC | 282,134 | $14,059 | 03/31/2024 |
USTB | 282,134 | $14,059 | 03/31/2024 |
Atria Investments LLC | 239,607 | $11,882 | 12/31/2023 |
USTB | 239,607 | $11,882 | 12/31/2023 |
Mariner LLC | 235,442 | $11,676 | 12/31/2023 |
USTB | 235,442 | $11,676 | 12/31/2023 |
Cornerstone Planning Group LLC | 227,743 | $11,294 | 12/31/2023 |
USTB | 227,743 | $11,294 | 12/31/2023 |
LPL Financial LLC | 223,855 | $11,101 | 12/31/2023 |
USTB | 223,855 | $11,101 | 12/31/2023 |
StrategIQ Financial Group LLC | 216,578 | $10,740 | 12/31/2023 |
USTB | 216,578 | $10,740 | 12/31/2023 |
Prairieview Wealth Partners LLC | 213,183 | $10,623 | 03/31/2024 |
USTB | 213,183 | $10,623 | 03/31/2024 |
Amplius Wealth Advisors LLC | 162,168 | $8,081 | 03/31/2024 |
USTB | 162,168 | $8,081 | 03/31/2024 |
Toth Financial Advisory Corp | 157,975 | $7,872 | 03/31/2024 |
USTB | 157,975 | $7,872 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 136,848 | $6,819 | 03/31/2024 |
USTB | 136,848 | $6,819 | 03/31/2024 |
Advisor Group Holdings Inc. | 117,418 | $5,823 | 12/31/2023 |
USTB | 117,418 | $5,823 | 12/31/2023 |
Envestnet Asset Management Inc. | 113,549 | $5,631 | 12/31/2023 |
USTB | 113,549 | $5,631 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 111,494 | $5,556 | 03/31/2024 |
USTB | 111,494 | $5,556 | 03/31/2024 |
Raymond James & Associates | 107,418 | $5,353 | 03/31/2024 |
USTB | 107,418 | $5,353 | 03/31/2024 |
Commonwealth Equity Services LLC | 84,616 | $4,216 | 03/31/2024 |
USTB | 84,616 | $4,216 | 03/31/2024 |
Masso Torrence Wealth Management Inc. | 79,363 | $3,955 | 03/31/2024 |
USTB | 79,363 | $3,955 | 03/31/2024 |
Susquehanna International Group LLP | 76,817 | $3,809 | 12/31/2023 |
USTB | 76,817 | $3,809 | 12/31/2023 |
Stifel Financial Corp | 75,159 | $3,727 | 12/31/2023 |
USTB | 75,159 | $3,727 | 12/31/2023 |
Royal Bank of Canada | 62,587 | $3,104 | 12/31/2023 |
USTB | 62,587 | $3,104 | 12/31/2023 |
Samalin Investment Counsel LLC | 46,848 | $2,323 | 12/31/2023 |
USTB | 46,848 | $2,323 | 12/31/2023 |
Darrow Company Inc. | 44,934 | $2,239 | 03/31/2024 |
USTB | 44,934 | $2,239 | 03/31/2024 |
Private Advisor Group LLC | 36,313 | $1,809 | 03/31/2024 |
USTB | 36,313 | $1,809 | 03/31/2024 |
Bank of Montreal Can | 36,613 | $1,794 | 12/31/2023 |
USTB | 36,613 | $1,794 | 12/31/2023 |
Atria Wealth Solutions Inc. | 34,081 | $1,690 | 12/31/2023 |
USTB | 34,081 | $1,690 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 31,841 | $1,587 | 03/31/2024 |
USTB | 31,841 | $1,587 | 03/31/2024 |
Elk River Wealth Management LLC | 29,514 | $1,471 | 03/31/2024 |
USTB | 29,514 | $1,471 | 03/31/2024 |
Trademark Financial Management LLC | 28,409 | $1,409 | 12/31/2023 |
USTB | 28,409 | $1,409 | 12/31/2023 |
Valmark Advisers Inc. | 27,825 | $1,380 | 12/31/2023 |
USTB | 27,825 | $1,380 | 12/31/2023 |
Zimmermann Investment Management & Planning LLC | 27,557 | $1,373 | 03/31/2024 |
USTB | 27,557 | $1,373 | 03/31/2024 |
Prudential Financial Inc. | 25,790 | $1,279 | 12/31/2023 |
USTB | 25,790 | $1,279 | 12/31/2023 |
Advisory Services Network LLC | 25,564 | $1,268 | 12/31/2023 |
USTB | 25,564 | $1,268 | 12/31/2023 |
Hartline Investment Corp | 24,446 | $1,218 | 03/31/2024 |
USTB | 24,446 | $1,218 | 03/31/2024 |
Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 24,446 | $1,218 | 03/31/2024 |
USTB | 24,446 | $1,218 | 03/31/2024 |
Focus Financial Network Inc. ADV | 23,222 | $1,152 | 12/31/2023 |
USTB | 23,222 | $1,152 | 12/31/2023 |
Redhawk Wealth Advisors Inc. | 22,823 | $1,132 | 12/31/2023 |
USTB | 22,823 | $1,132 | 12/31/2023 |
Money Concepts Capital Corp | 22,651 | $1,129 | 03/31/2024 |
USTB | 22,651 | $1,129 | 03/31/2024 |
CI Private Wealth LLC | 21,192 | $1,051 | 12/31/2023 |
USTB | 21,192 | $1,051 | 12/31/2023 |
Swmg LLC | 19,398 | $962 | 12/31/2023 |
USTB | 19,398 | $962 | 12/31/2023 |
Ameritas Advisory Services LLC | 19,071 | $946 | 12/31/2023 |
USTB | 19,071 | $946 | 12/31/2023 |
Citadel Advisors LLC | 18,875 | $936 | 12/31/2023 |
USTB | 18,875 | $936 | 12/31/2023 |
Proequities Inc. | 18,745 | $934 | 03/31/2024 |
USTB | 18,745 | $934 | 03/31/2024 |
Nations Financial Group Inc. IA ADV | 17,045 | $849 | 03/31/2024 |
USTB | 17,045 | $849 | 03/31/2024 |
Sigma Planning Corp | 15,969 | $796 | 03/31/2024 |
USTB | 15,969 | $796 | 03/31/2024 |
Daymark Wealth Partners LLC | 14,127 | $704 | 03/31/2024 |
USTB | 14,127 | $704 | 03/31/2024 |
See All: Funds Holding USTB
See Details: Top 10 Hedge Funds Holding USTB
Also See: USTB Holdings Changes
Free USTB Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |