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Institutional Holders of USTB

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Victory Capital Management Inc.4,231,845$210,873 03/31/2024
     USTB4,231,845$210,873 03/31/2024
Marquette Asset Management LLC593,874$29,450 12/31/2023
     USTB593,874$29,450 12/31/2023
Orion Portfolio Solutions LLC387,440$19,178 12/31/2023
     USTB387,440$19,178 12/31/2023
Morgan Stanley342,977$17,008 12/31/2023
     USTB342,977$17,008 12/31/2023
Jane Street Group LLC331,442$16,436 12/31/2023
     USTB331,442$16,436 12/31/2023
Bank of America Corp DE307,897$15,269 12/31/2023
     USTB307,897$15,269 12/31/2023
Legacy CG LLC282,134$14,059 03/31/2024
     USTB282,134$14,059 03/31/2024
Atria Investments LLC239,607$11,882 12/31/2023
     USTB239,607$11,882 12/31/2023
Mariner LLC235,442$11,676 12/31/2023
     USTB235,442$11,676 12/31/2023
Cornerstone Planning Group LLC227,743$11,294 12/31/2023
     USTB227,743$11,294 12/31/2023
LPL Financial LLC223,855$11,101 12/31/2023
     USTB223,855$11,101 12/31/2023
StrategIQ Financial Group LLC216,578$10,740 12/31/2023
     USTB216,578$10,740 12/31/2023
Prairieview Wealth Partners LLC213,183$10,623 03/31/2024
     USTB213,183$10,623 03/31/2024
Amplius Wealth Advisors LLC162,168$8,081 03/31/2024
     USTB162,168$8,081 03/31/2024
Toth Financial Advisory Corp157,975$7,872 03/31/2024
     USTB157,975$7,872 03/31/2024
Creative Financial Designs Inc. ADV136,848$6,819 03/31/2024
     USTB136,848$6,819 03/31/2024
Advisor Group Holdings Inc.117,418$5,823 12/31/2023
     USTB117,418$5,823 12/31/2023
Envestnet Asset Management Inc.113,549$5,631 12/31/2023
     USTB113,549$5,631 12/31/2023
Raymond James Financial Services Advisors Inc.111,494$5,556 03/31/2024
     USTB111,494$5,556 03/31/2024
Raymond James & Associates107,418$5,353 03/31/2024
     USTB107,418$5,353 03/31/2024
Commonwealth Equity Services LLC84,616$4,216 03/31/2024
     USTB84,616$4,216 03/31/2024
Masso Torrence Wealth Management Inc.79,363$3,955 03/31/2024
     USTB79,363$3,955 03/31/2024
Susquehanna International Group LLP76,817$3,809 12/31/2023
     USTB76,817$3,809 12/31/2023
Stifel Financial Corp75,159$3,727 12/31/2023
     USTB75,159$3,727 12/31/2023
Royal Bank of Canada62,587$3,104 12/31/2023
     USTB62,587$3,104 12/31/2023
Samalin Investment Counsel LLC46,848$2,323 12/31/2023
     USTB46,848$2,323 12/31/2023
Darrow Company Inc.44,934$2,239 03/31/2024
     USTB44,934$2,239 03/31/2024
Private Advisor Group LLC36,313$1,809 03/31/2024
     USTB36,313$1,809 03/31/2024
Bank of Montreal Can36,613$1,794 12/31/2023
     USTB36,613$1,794 12/31/2023
Atria Wealth Solutions Inc.34,081$1,690 12/31/2023
     USTB34,081$1,690 12/31/2023
Cambridge Investment Research Advisors Inc.31,841$1,587 03/31/2024
     USTB31,841$1,587 03/31/2024
Elk River Wealth Management LLC29,514$1,471 03/31/2024
     USTB29,514$1,471 03/31/2024
Trademark Financial Management LLC28,409$1,409 12/31/2023
     USTB28,409$1,409 12/31/2023
Valmark Advisers Inc.27,825$1,380 12/31/2023
     USTB27,825$1,380 12/31/2023
Zimmermann Investment Management & Planning LLC27,557$1,373 03/31/2024
     USTB27,557$1,373 03/31/2024
Prudential Financial Inc.25,790$1,279 12/31/2023
     USTB25,790$1,279 12/31/2023
Advisory Services Network LLC25,564$1,268 12/31/2023
     USTB25,564$1,268 12/31/2023
Hartline Investment Corp24,446$1,218 03/31/2024
     USTB24,446$1,218 03/31/2024
Bay Colony Advisory Group Inc d b a Bay Colony Advisors24,446$1,218 03/31/2024
     USTB24,446$1,218 03/31/2024
Focus Financial Network Inc. ADV23,222$1,152 12/31/2023
     USTB23,222$1,152 12/31/2023
Redhawk Wealth Advisors Inc.22,823$1,132 12/31/2023
     USTB22,823$1,132 12/31/2023
Money Concepts Capital Corp22,651$1,129 03/31/2024
     USTB22,651$1,129 03/31/2024
CI Private Wealth LLC21,192$1,051 12/31/2023
     USTB21,192$1,051 12/31/2023
Swmg LLC19,398$962 12/31/2023
     USTB19,398$962 12/31/2023
Ameritas Advisory Services LLC19,071$946 12/31/2023
     USTB19,071$946 12/31/2023
Citadel Advisors LLC18,875$936 12/31/2023
     USTB18,875$936 12/31/2023
Proequities Inc.18,745$934 03/31/2024
     USTB18,745$934 03/31/2024
Nations Financial Group Inc. IA ADV17,045$849 03/31/2024
     USTB17,045$849 03/31/2024
Sigma Planning Corp15,969$796 03/31/2024
     USTB15,969$796 03/31/2024
Daymark Wealth Partners LLC14,127$704 03/31/2024
     USTB14,127$704 03/31/2024

See All: Funds Holding USTB
See Details: Top 10 Hedge Funds Holding USTB
Also See: USTB Holdings Changes

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