|
|
|
On this page, we present all of the funds holding UITB from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding UITB, with a link to that fund's top holdings. The next columns
indicate the amount of UITB stock held by each of the funds holding UITB, followed by the UITB position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 80 funds holding UITB within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Victory Capital Management Inc.. For more details on the positions held by Victory Capital Management Inc.
(or by any of the other funds holding UITB), click the fund name in the "Holder" column of the funds-holding-UITB table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Victory Capital Management Inc. | 19,503,246 | $914,897 | 12/31/2023 | UITB | 19,503,246 | $914,897 | 12/31/2023 | Charles Schwab Investment Management Inc. | 5,657,603 | $265,398 | 12/31/2023 | UITB | 5,657,603 | $265,398 | 12/31/2023 | United Services Automobile Association | 2,196,668 | $103,046 | 12/31/2023 | UITB | 2,196,668 | $103,046 | 12/31/2023 | Orion Portfolio Solutions LLC | 1,752,154 | $81,633 | 12/31/2023 | UITB | 1,752,154 | $81,633 | 12/31/2023 | Bogart Wealth LLC | 1,250,229 | $57,986 | 03/31/2024 | UITB | 1,250,229 | $57,986 | 03/31/2024 | Morgan Stanley | 745,431 | $34,968 | 12/31/2023 | UITB | 745,431 | $34,968 | 12/31/2023 | Goldstein Advisors LLC | 588,065 | $27,586 | 12/31/2023 | UITB | 588,065 | $27,586 | 12/31/2023 | Riversedge Advisors LLC | 478,861 | $22,463 | 12/31/2023 | UITB | 478,861 | $22,463 | 12/31/2023 | Allen Capital Group LLC | 471,444 | $21,866 | 03/31/2024 | UITB | 471,444 | $21,866 | 03/31/2024 | Advisor Group Holdings Inc. | 462,096 | $21,682 | 12/31/2023 | UITB | 462,096 | $21,682 | 12/31/2023 | Alliance Wealth Advisors LLC | 449,329 | $20,840 | 03/31/2024 | UITB | 449,329 | $20,840 | 03/31/2024 | Allworth Financial LP | 399,816 | $18,543 | 03/31/2024 | UITB | 399,816 | $18,543 | 03/31/2024 | Raymond James Financial Services Advisors Inc. | 316,517 | $14,680 | 03/31/2024 | UITB | 316,517 | $14,680 | 03/31/2024 | Bank of America Corp DE | 290,714 | $13,637 | 12/31/2023 | UITB | 290,714 | $13,637 | 12/31/2023 | Cetera Advisor Networks LLC | 275,691 | $12,933 | 12/31/2023 | UITB | 275,691 | $12,933 | 12/31/2023 | LPL Financial LLC | 183,947 | $8,629 | 12/31/2023 | UITB | 183,947 | $8,629 | 12/31/2023 | Raymond James & Associates | 177,083 | $8,213 | 03/31/2024 | UITB | 177,083 | $8,213 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 165,055 | $7,655 | 03/31/2024 | UITB | 165,055 | $7,655 | 03/31/2024 | Truist Financial Corp | 135,733 | $6,367 | 12/31/2023 | UITB | 135,733 | $6,367 | 12/31/2023 | Financial Services Advisory Inc | 117,270 | $5,501 | 12/31/2023 | UITB | 117,270 | $5,501 | 12/31/2023 | Pathway Financial Advisors LLC | 115,324 | $5,349 | 03/31/2024 | UITB | 115,324 | $5,349 | 03/31/2024 | AdvisorNet Financial Inc | 93,123 | $4,319 | 03/31/2024 | UITB | 93,123 | $4,319 | 03/31/2024 | Patriot Financial Group Insurance Agency LLC | 91,772 | $4,305 | 12/31/2023 | UITB | 91,772 | $4,305 | 12/31/2023 | Toth Financial Advisory Corp | 84,678 | $3,927 | 03/31/2024 | UITB | 84,678 | $3,927 | 03/31/2024 | JPMorgan Chase & Co. | 76,316 | $3,580 | 12/31/2023 | UITB | 76,316 | $3,580 | 12/31/2023 | Sloy Dahl & Holst LLC | 72,437 | $3,360 | 03/31/2024 | UITB | 72,437 | $3,360 | 03/31/2024 | Leelyn Smith LLC | 63,878 | $2,997 | 12/31/2023 | UITB | 63,878 | $2,997 | 12/31/2023 | Gladstone Institutional Advisory LLC | 58,125 | $2,727 | 12/31/2023 | UITB | 58,125 | $2,727 | 12/31/2023 | Envestnet Asset Management Inc. | 50,522 | $2,370 | 12/31/2023 | UITB | 50,522 | $2,370 | 12/31/2023 | Fortem Financial Group LLC | 50,074 | $2,349 | 12/31/2023 | UITB | 50,074 | $2,349 | 12/31/2023 | James J. Burns & Company LLC | 34,653 | $1,596 | 03/31/2024 | UITB | 34,653 | $1,596 | 03/31/2024 | Daymark Wealth Partners LLC | 34,068 | $1,580 | 03/31/2024 | UITB | 34,068 | $1,580 | 03/31/2024 | Advisory Services Network LLC | 30,893 | $1,449 | 12/31/2023 | UITB | 30,893 | $1,449 | 12/31/2023 | Wells Fargo & Company MN | 29,438 | $1,381 | 12/31/2023 | UITB | 29,438 | $1,381 | 12/31/2023 | Private Advisor Group LLC | 29,350 | $1,377 | 12/31/2023 | UITB | 29,350 | $1,377 | 12/31/2023 | AE Wealth Management LLC | 28,824 | $1,337 | 12/31/2023 | UITB | 28,824 | $1,337 | 12/31/2023 | UBS Group AG | 28,353 | $1,330 | 12/31/2023 | UITB | 28,353 | $1,330 | 12/31/2023 | Redhawk Wealth Advisors Inc. | 27,040 | $1,268 | 12/31/2023 | UITB | 27,040 | $1,268 | 12/31/2023 | Aspire Wealth Management Corp | 25,325 | $1,188 | 12/31/2023 | UITB | 25,325 | $1,188 | 12/31/2023 | Proequities Inc. | 24,720 | $1,160 | 12/31/2023 | UITB | 24,720 | $1,160 | 12/31/2023 | MML Investors Services LLC | 23,974 | $1,125 | 12/31/2023 | UITB | 23,974 | $1,125 | 12/31/2023 | Strategic Planning Group LLC | 21,480 | $996 | 03/31/2024 | UITB | 21,480 | $996 | 03/31/2024 | Stifel Financial Corp | 20,637 | $968 | 12/31/2023 | UITB | 20,637 | $968 | 12/31/2023 | Royal Bank of Canada | 19,447 | $913 | 12/31/2023 | UITB | 19,447 | $913 | 12/31/2023 | Brookstone Capital Management | 16,935 | $785 | 03/31/2024 | UITB | 16,935 | $785 | 03/31/2024 | Sonora Investment Management Group LLC | 16,365 | $768 | 12/31/2023 | UITB | 16,365 | $768 | 12/31/2023 | Focus Financial Network Inc. | 16,342 | $738 | 03/31/2024 | UITB | 16,342 | $738 | 03/31/2024 | Focus Financial Network Inc. ADV | 14,806 | $695 | 12/31/2023 | UITB | 14,806 | $695 | 12/31/2023 | Flow Traders U.S. LLC | 13,714 | $643 | 12/31/2023 | UITB | 13,714 | $643 | 12/31/2023 | Thoroughbred Financial Services LLC | 11,906 | $558 | 12/31/2023 | UITB | 11,906 | $558 | 12/31/2023 | Sovereign Financial Group Inc. | 11,768 | $546 | 03/31/2024 | UITB | 11,768 | $546 | 03/31/2024 | CI Private Wealth LLC | 10,829 | $508 | 12/31/2023 | UITB | 10,829 | $508 | 12/31/2023 | Tower Bridge Advisors | | $496 | 12/31/2023 | MUTUAL | 19,735 | $496 | 12/31/2023 | Koshinski Asset Management Inc. | 9,650 | $453 | 12/31/2023 | UITB | 9,650 | $453 | 12/31/2023 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 9,146 | $429 | 12/31/2023 | UITB | 9,146 | $429 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 8,971 | $416 | 03/31/2024 | UITB | 8,971 | $416 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 8,280 | $388 | 12/31/2023 | UITB | 8,280 | $388 | 12/31/2023 | OLD Mission Capital LLC | 7,955 | $373 | 12/31/2023 | UITB | 7,955 | $373 | 12/31/2023 | Janney Montgomery Scott LLC | 7,350 | $345 | 12/31/2023 | UITB | 7,350 | $345 | 12/31/2023 | Commonwealth Equity Services LLC | 7,303 | $343 | 12/31/2023 | UITB | 7,303 | $343 | 12/31/2023 | Klingenstein Fields & Co. LP | 7,050 | $331 | 12/31/2023 | UITB | 7,050 | $331 | 12/31/2023 | Creative Planning | 6,181 | $290 | 12/31/2023 | UITB | 6,181 | $290 | 12/31/2023 | Resource Planning Group | 6,101 | $286 | 12/31/2023 | UITB | 6,101 | $286 | 12/31/2023 | Ferguson Shapiro LLC | 5,651 | $262 | 03/31/2024 | UITB | 5,651 | $262 | 03/31/2024 | Mariner LLC | 5,447 | $256 | 12/31/2023 | UITB | 5,447 | $256 | 12/31/2023 | Jane Street Group LLC | 5,226 | $245 | 12/31/2023 | UITB | 5,226 | $245 | 12/31/2023 | HighTower Advisors LLC | 5,034 | $236 | 12/31/2023 | UITB | 5,034 | $236 | 12/31/2023 | Aspire Capital Advisors LLC | 4,847 | $227 | 12/31/2023 | UITB | 4,847 | $227 | 12/31/2023 | Cetera Advisors LLC | 4,358 | $204 | 12/31/2023 | UITB | 4,358 | $204 | 12/31/2023 | Fifth Third Bancorp | 1,090 | $51 | 03/31/2024 | UITB | 1,090 | $51 | 03/31/2024 | EverSource Wealth Advisors LLC | 949 | $45 | 12/31/2023 | UITB | 949 | $45 | 12/31/2023 | MV Capital Management Inc. | 840 | $39 | 03/31/2024 | UITB | 840 | $39 | 03/31/2024 | Geneos Wealth Management Inc. | 550 | $26 | 12/31/2023 | UITB | 550 | $26 | 12/31/2023 | IAG Wealth Partners LLC | 472 | $22 | 03/31/2024 | UITB | 472 | $22 | 03/31/2024 | Impact Partnership Wealth LLC | 427 | $20 | 12/31/2023 | UITB | 427 | $20 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 350 | $16 | 12/31/2023 | UITB | 350 | $16 | 12/31/2023 | Comerica Bank | 209 | $10 | 12/31/2023 | UITB | 209 | $10 | 12/31/2023 | Householder Group Estate & Retirement Specialist LLC | 210 | $9 | 12/31/2023 | UITB | 210 | $9 | 12/31/2023 | Harbour Investments Inc. | 43 | $2 | 12/31/2023 | UITB | 43 | $2 | 12/31/2023 | Citigroup Inc. | 43 | $2 | 12/31/2023 | UITB | 43 | $2 | 12/31/2023 | Harbor Investment Advisory LLC | 28 | $1 | 03/31/2024 | UITB | 28 | $1 | 03/31/2024 |
See Summary: Institutional Holders of UITB
See Details: Top 10 Hedge Funds Holding UITB
Also See: UITB Holdings Changes
|
|