There is a long list of 179 institutional holders of UTF 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 UTF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-UTF table below, the initial column indicates the name of each top institutional holder of UTF, with a link to that fund's top holdings. The next columns indicate the amount of UTF stock held by each of the institutional holders of UTF, followed by the UTF 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 |
---|---|---|---|
Paralel Advisors LLC | 2,750,000 | $58,410 | 12/31/2023 |
UTF | 2,750,000 | $58,410 | 12/31/2023 |
Morgan Stanley | 2,016,980 | $42,841 | 12/31/2023 |
UTF | 2,016,980 | $42,841 | 12/31/2023 |
McGowan Group Asset Management Inc. | 1,288,094 | $27,359 | 12/31/2023 |
UTF | 1,288,094 | $27,359 | 12/31/2023 |
Wells Fargo & Company MN | 911,768 | $19,366 | 12/31/2023 |
UTF | 911,768 | $19,366 | 12/31/2023 |
Bank of America Corp DE | 878,153 | $18,652 | 12/31/2023 |
UTF | 878,153 | $18,652 | 12/31/2023 |
UBS Group AG | 828,097 | $17,589 | 12/31/2023 |
UTF | 828,097 | $17,589 | 12/31/2023 |
Royal Bank of Canada | 742,191 | $15,764 | 12/31/2023 |
UTF | 742,191 | $15,764 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 588,780 | $12,506 | 12/31/2023 |
UTF | 588,780 | $12,506 | 12/31/2023 |
Ameriprise Financial Inc. | 484,662 | $10,994 | 12/31/2023 |
UTF | 484,662 | $10,994 | 12/31/2023 |
Cornerstone Advisors LLC | 416,722 | $8,851 | 12/31/2023 |
UTF | 416,722 | $8,851 | 12/31/2023 |
Rocky Mountain Advisers LLC | 408,233 | $8,671 | 12/31/2023 |
UTF | 408,233 | $8,671 | 12/31/2023 |
Raymond James & Associates | 362,771 | $7,705 | 12/31/2023 |
UTF | 362,771 | $7,705 | 12/31/2023 |
LPL Financial LLC | 359,715 | $7,640 | 12/31/2023 |
UTF | 359,715 | $7,640 | 12/31/2023 |
Advisor Group Holdings Inc. | 298,131 | $6,333 | 12/31/2023 |
UTF | 298,131 | $6,333 | 12/31/2023 |
C2C Wealth Management LLC | 237,350 | $5,089 | 12/31/2023 |
UTF | 237,350 | $5,089 | 12/31/2023 |
Stifel Financial Corp | 191,099 | $4,059 | 12/31/2023 |
UTF | 191,099 | $4,059 | 12/31/2023 |
Cornerstone Advisory LLC | 180,944 | $3,843 | 12/31/2023 |
UTF | 180,944 | $3,843 | 12/31/2023 |
Bedell Frazier Investment Counseling LLC | 177,607 | $3,772 | 12/31/2023 |
UTF | 177,607 | $3,772 | 12/31/2023 |
Rathbone Brothers plc | 156,863 | $3,332 | 12/31/2023 |
UTF | 156,863 | $3,332 | 12/31/2023 |
United Capital Management of KS Inc. | 155,918 | $3,312 | 12/31/2023 |
UTF | 155,918 | $3,312 | 12/31/2023 |
Commonwealth Equity Services LLC | 155,001 | $3,292 | 12/31/2023 |
UTF | 155,001 | $3,292 | 12/31/2023 |
Truist Financial Corp | 147,943 | $3,142 | 12/31/2023 |
UTF | 147,943 | $3,142 | 12/31/2023 |
Conning Inc. | 130,821 | $2,779 | 12/31/2023 |
UTF | 130,821 | $2,779 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 127,512 | $2,708 | 12/31/2023 |
UTF | 127,512 | $2,708 | 12/31/2023 |
GWM Advisors LLC | 119,765 | $2,535 | 12/31/2023 |
UTF | 119,765 | $2,535 | 12/31/2023 |
Kestra Advisory Services LLC | 115,389 | $2,451 | 12/31/2023 |
UTF | 115,389 | $2,451 | 12/31/2023 |
Cetera Advisor Networks LLC | 111,129 | $2,360 | 12/31/2023 |
UTF | 111,129 | $2,360 | 12/31/2023 |
Accel Wealth Management | 100,402 | $2,133 | 12/31/2023 |
UTF | 100,402 | $2,133 | 12/31/2023 |
Goldman Sachs Group Inc. | 79,486 | $1,688 | 12/31/2023 |
UTF | 79,486 | $1,688 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 78,134 | $1,660 | 12/31/2023 |
UTF | 78,134 | $1,660 | 12/31/2023 |
Envestnet Asset Management Inc. | 77,571 | $1,648 | 12/31/2023 |
UTF | 77,571 | $1,648 | 12/31/2023 |
First Trust Advisors LP | 75,850 | $1,611 | 12/31/2023 |
UTF | 75,850 | $1,611 | 12/31/2023 |
Kestra Private Wealth Services LLC | 74,397 | $1,580 | 12/31/2023 |
UTF | 74,397 | $1,580 | 12/31/2023 |
Atria Wealth Solutions Inc. | 69,932 | $1,485 | 12/31/2023 |
UTF | 69,932 | $1,485 | 12/31/2023 |
Private Advisor Group LLC | 68,732 | $1,460 | 12/31/2023 |
UTF | 68,732 | $1,460 | 12/31/2023 |
Sargent Investment Group LLC | 66,213 | $1,406 | 12/31/2023 |
UTF | 66,213 | $1,406 | 12/31/2023 |
Consolidated Portfolio Review Corp | 65,352 | $1,388 | 12/31/2023 |
UTF | 65,352 | $1,388 | 12/31/2023 |
Wedbush Securities Inc. | 63,271 | $1,344 | 12/31/2023 |
UTF | 63,271 | $1,344 | 12/31/2023 |
The PNC Financial Services Group Inc. | 54,716 | $1,162 | 12/31/2023 |
UTF | 54,716 | $1,162 | 12/31/2023 |
Aviance Capital Partners LLC | 54,090 | $1,149 | 12/31/2023 |
UTF | 54,090 | $1,149 | 12/31/2023 |
Janney Montgomery Scott LLC | 53,811 | $1,143 | 12/31/2023 |
UTF | 53,811 | $1,143 | 12/31/2023 |
Venture Visionary Partners LLC | 49,472 | $1,051 | 12/31/2023 |
UTF | 49,472 | $1,051 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 44,001 | $1,037 | 03/31/2024 |
UTF | 44,001 | $1,037 | 03/31/2024 |
Millennium Management LLC | 48,606 | $1,032 | 12/31/2023 |
UTF | 48,606 | $1,032 | 12/31/2023 |
Baird Financial Group Inc. | 47,726 | $1,014 | 12/31/2023 |
UTF | 47,726 | $1,014 | 12/31/2023 |
Wolverine Asset Management LLC | 47,683 | $1,013 | 12/31/2023 |
UTF | 47,683 | $1,013 | 12/31/2023 |
NTV Asset Management LLC | 47,320 | $1,005 | 12/31/2023 |
UTF | 47,320 | $1,005 | 12/31/2023 |
Guggenheim Capital LLC | 46,101 | $979 | 12/31/2023 |
UTF | 46,101 | $979 | 12/31/2023 |
All Season Financial Advisors Inc. | 40,401 | $952 | 03/31/2024 |
UTF | 40,401 | $952 | 03/31/2024 |
HighTower Advisors LLC | 41,062 | $875 | 12/31/2023 |
UTF | 41,062 | $875 | 12/31/2023 |
See All: Funds Holding UTF
See Details: Top 10 Hedge Funds Holding UTF
Also See: UTF Insider Buying
Also See: UTF Holdings Changes
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