HoldingsChannel.com
There is a long list of 52 institutional holders of UYG 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 UYG by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-UYG table below, the initial column indicates the name of each top institutional holder of UYG, with a link to that fund's top holdings. The next columns indicate the amount of UYG stock held by each of the institutional holders of UYG, followed by the UYG 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 |
|---|---|---|---|
 Toth Financial Advisory Corp | 89,668 | $6,126 | 03/31/2024 |
| UYG | 89,668 | $6,126 | 03/31/2024 |
| HighTower Advisors LLC | 46,675 | $2,578 | 12/31/2023 |
| UYG | 46,675 | $2,578 | 12/31/2023 |
| Client First Investment Management LLC | 43,150 | $2,382 | 12/31/2023 |
| UYG | 43,150 | $2,382 | 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 |
| Harbor Investment Advisory LLC | 2,100 | $143 | 03/31/2024 |
| UYG | 2,100 | $143 | 03/31/2024 |
| Morgan Stanley | 2,408 | $133 | 12/31/2023 |
| UYG | 2,408 | $133 | 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 |
| CWM LLC | 900 | $61 | 03/31/2024 |
| UYG | 900 | $61 | 03/31/2024 |
| Advisory Services Network LLC | 1,024 | $57 | 12/31/2023 |
| UYG | 1,024 | $57 | 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 |
See All: Funds Holding UYG
See Details: Top 10 Hedge Funds Holding UYG
Also See: UYG Holdings Changes
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