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Institutions Holding UTF (246 holders)

246 institutions currently hold UTF, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
Paralel Advisors LLC$71.2M2.96%
MORGAN STANLEY$58.5M0.00%
WELLS FARGO & COMPANY/MN$56.2M0.01%
UBS Group AG$37.1M0.01%
McGowan Group Asset Management, Inc.$35.8M4.56%
SIT INVESTMENT ASSOCIATES INC$31.9M0.65%
ROYAL BANK OF CANADA$24.2M0.00%
RAYMOND JAMES FINANCIAL INC$23.2M0.01%
BANK OF AMERICA CORP /DE/$23.2M0.00%
LPL Financial LLC$17.7M0.00%
RIVERNORTH CAPITAL MANAGEMENT, LLC$15.8M0.79%
STIFEL FINANCIAL CORP$10.8M0.01%
SRH ADVISORS, LLC$10.6M3.02%
NOMURA HOLDINGS INC$10.5M0.03%
OSAIC HOLDINGS, INC.$9.0M0.01%
Bedell Frazier Investment Counselling, LLC$8.0M1.62%
AMERIPRISE FINANCIAL INC$7.4M0.00%
C2C Wealth Management, LLC$7.2M6.07%
Kestra Advisory Services, LLC$6.2M0.02%
Sculptor Capital LP$4.8M0.05%
CAPTRUST FINANCIAL ADVISORS$4.7M0.01%
Cetera Investment Advisers$4.4M0.00%
Karpus Management, Inc.$4.4M0.14%
TRUIST FINANCIAL CORP$4.1M0.01%
ABSOLUTE INVESTMENT ADVISERS, LLC$3.7M0.43%
CONNING INC.$3.4M0.11%
FIRST TRUST ADVISORS LP$3.3M0.00%
MATRIX PRIVATE CAPITAL GROUP LLC$3.1M1.50%
Advisory Services Network, LLC$3.1M0.04%
INDEPENDENT FINANCIAL GROUP, LLC$3.0M0.07%
Sanctuary Advisors, LLC$3.0M0.02%
WOLVERINE ASSET MANAGEMENT LLC$2.9M0.03%
COMMONWEALTH EQUITY SERVICES, LLC$2.9M0.00%
Cambridge Investment Research Advisors, Inc.$2.7M0.01%
Rathbones Group PLC$2.6M0.01%
Smith Asset Management Co., LLC$2.5M2.11%
BLUEFIN CAPITAL MANAGEMENT, LLC$2.4M1.52%
Private Advisor Group, LLC$2.2M0.01%
GOLDMAN SACHS GROUP INC$2.1M0.00%
Janney Montgomery Scott LLC$2.1M0.01%
Advisory Advocates, LLC$2.0M2.06%
WEDBUSH SECURITIES INC$1.9M0.06%
Yakira Capital Management, Inc.$1.9M0.57%
Accel Wealth Management$1.9M0.49%
TORONTO DOMINION BANK$1.9M0.00%
Mariner, LLC$1.8M0.00%
HighTower Advisors, LLC$1.8M0.00%
Venture Visionary Partners LLC$1.8M0.06%
Shaker Financial Services, LLC$1.7M0.59%
World Investment Advisors$1.7M0.03%
READYSTATE ASSET MANAGEMENT LP$1.6M0.07%
Aviance Capital Partners, LLC$1.5M0.17%
Quarry LP$1.5M0.26%
Creative Planning$1.4M0.00%
PMG Family Office LLC$1.3M1.48%
CSS LLC/IL$1.3M0.06%
&PARTNERS$1.3M0.01%
Beacon Capital Management, Inc.$1.2M0.07%
GRIFFIN ASSET MANAGEMENT, INC.$1.1M0.12%
NWF Advisory Services Inc.$1.1M0.12%
Cyndeo Wealth Partners, LLC$1.1M0.06%
Abel Hall, LLC$1.0M0.22%
Advisors Asset Management, Inc.$1.0M0.02%
Almitas Capital LLC$998.0K0.23%
Atria Investments, Inc$991.0K0.01%
ENVESTNET ASSET MANAGEMENT INC$990.7K0.00%
Strategic Wealth Partners, Ltd.$974.2K0.07%
MERCER GLOBAL ADVISORS INC /ADV$960.7K0.00%
CWM, LLC$926.3K0.00%
Symphony Financial Services, Inc.$917.0K0.47%
KESTRA PRIVATE WEALTH SERVICES, LLC$912.9K0.01%
Westbourne Investment Advisors, Inc.$895.4K0.26%
Steward Partners Investment Advisory, LLC$857.9K0.00%
AlphaStar Capital Management, LLC$828.3K0.06%
Integrated Advisors Network LLC$809.6K0.04%
BENJAMIN EDWARDS INC$808.3K0.01%
OPPENHEIMER & CO INC$789.8K0.01%
Prospera Financial Services Inc$780.1K0.01%
Certified Advisory Corp$765.7K0.07%
AlphaCore Capital LLC$753.7K0.02%
Waverly Advisors, LLC$740.5K0.01%
Pathstone Holdings, LLC$728.5K0.00%
Mission Hills Financial Advisory, LLC$726.1K0.37%
PNC FINANCIAL SERVICES GROUP, INC.$717.1K0.00%
Coastal Bridge Advisors, LLC$713.5K0.05%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$695.3K0.00%
Investment Partners Asset Management, Inc.$655.7K0.40%
Z3 Capital Partners, LLC$655.4K0.17%
Americana Partners, LLC$647.3K0.02%
Stratos Wealth Partners, LTD.$641.7K0.01%
Calamos Advisors LLC$638.7K0.00%
Capital Investment Advisory Services, LLC$601.9K0.04%
Maridea Wealth Management LLC$599.5K0.09%
TrueMark Investments, LLC$593.5K0.12%
Garden State Investment Advisory Services LLC$593.2K0.13%
Atlas Brown,Inc.$576.4K0.17%
HBK Sorce Advisory LLC$573.7K0.01%
Samalin Investment Counsel, LLC$547.8K0.19%
IEQ CAPITAL, LLC$542.8K0.00%
Kingsview Wealth Management, LLC$541.0K0.01%
Mezzasalma Advisors, LLC$538.4K0.14%
MML INVESTORS SERVICES, LLC$534.4K0.00%
Logan Stone Capital, LLC$530.6K0.15%
Merit Financial Group, LLC$528.1K0.00%
MERIDIAN INVESTMENT COUNSEL INC.$524.9K0.12%
US BANCORP \DE\$524.6K0.00%
Quad-Cities Investment Group, LLC$523.6K0.21%
Weinberger Asset Management, Inc$521.5K0.20%
LexAurum Advisors, LLC$519.2K0.07%
Sargent Investment Group, LLC$493.9K0.07%
Farther Finance Advisors, LLC$484.9K0.00%
CARY STREET PARTNERS FINANCIAL LLC$463.3K0.01%
North Star Investment Management Corp.$453.1K0.03%
NTV Asset Management LLC$448.8K0.05%
NewEdge Wealth, LLC$437.7K0.01%
Dakota Wealth Management$433.6K0.01%
COMMERCE BANK$407.3K0.00%
Summit Financial, LLC$406.4K0.01%
DAVENPORT & Co LLC$404.1K0.00%
Belpointe Asset Management LLC$395.3K0.01%
K2 PRINCIPAL FUND, L.P.$389.3K0.03%
Noble Wealth Management PBC$388.2K0.20%
FIFTH THIRD BANCORP$384.9K0.00%
Pekin Hardy Strauss, Inc.$376.6K0.04%
HARBOUR INVESTMENTS, INC.$373.1K0.01%
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC$369.1K0.11%
Community Bank of Raymore$363.1K0.24%
PRIMORIS WEALTH ADVISORS, LLC$354.5K0.25%
Baird Financial Group, Inc.$336.5K0.00%
WealthBridge Capital Management, LLC$334.7K0.08%
Equitable Holdings, Inc.$324.7K0.00%
Focus Partners Wealth$317.7K0.00%
Uniting Wealth Partners, LLC$316.6K0.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$314.2K0.00%
RDA Financial Network$313.1K0.08%
Live Oak Private Wealth LLC$312.5K0.04%
CHANNEL WEALTH LLC$304.2K0.07%
Fort Sheridan Advisors LLC$303.0K0.04%
Apollon Wealth Management, LLC$293.7K0.00%
Comprehensive Money Management Services LLC$290.0K0.19%
Triumph Capital Management$286.3K0.06%
Visionary Wealth Advisors$284.3K0.01%
Shulman DeMeo Asset Management LLC$282.3K0.06%
Adalta Capital Management LLC$282.1K0.13%
Register Financial Advisors LLC$278.2K0.10%
Bulldog Investors, LLP$278.1K0.06%
Wealthcare Advisory Partners LLC$275.7K0.01%
NBC SECURITIES, INC.$274.9K0.02%
Almanack Investment Partners, LLC.$274.0K0.05%
STEEL GROVE CAPITAL ADVISORS, LLC$269.4K0.03%