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Funds Holding UITB

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Victory Capital Management Inc.19,503,246$914,897 12/31/2023
     UITB19,503,246$914,897 12/31/2023
Charles Schwab Investment Management Inc.5,657,603$265,398 12/31/2023
     UITB5,657,603$265,398 12/31/2023
United Services Automobile Association2,196,668$103,046 12/31/2023
     UITB2,196,668$103,046 12/31/2023
Orion Portfolio Solutions LLC1,752,154$81,633 12/31/2023
     UITB1,752,154$81,633 12/31/2023
Bogart Wealth LLC1,250,229$57,986 03/31/2024
     UITB1,250,229$57,986 03/31/2024
Morgan Stanley745,431$34,968 12/31/2023
     UITB745,431$34,968 12/31/2023
Goldstein Advisors LLC588,065$27,586 12/31/2023
     UITB588,065$27,586 12/31/2023
Riversedge Advisors LLC478,861$22,463 12/31/2023
     UITB478,861$22,463 12/31/2023
Allen Capital Group LLC471,444$21,866 03/31/2024
     UITB471,444$21,866 03/31/2024
Advisor Group Holdings Inc.462,096$21,682 12/31/2023
     UITB462,096$21,682 12/31/2023
Alliance Wealth Advisors LLC449,329$20,840 03/31/2024
     UITB449,329$20,840 03/31/2024
Allworth Financial LP399,816$18,543 03/31/2024
     UITB399,816$18,543 03/31/2024
Raymond James Financial Services Advisors Inc.316,517$14,680 03/31/2024
     UITB316,517$14,680 03/31/2024
Bank of America Corp DE290,714$13,637 12/31/2023
     UITB290,714$13,637 12/31/2023
Cetera Advisor Networks LLC275,691$12,933 12/31/2023
     UITB275,691$12,933 12/31/2023
LPL Financial LLC183,947$8,629 12/31/2023
     UITB183,947$8,629 12/31/2023
Raymond James & Associates177,083$8,213 03/31/2024
     UITB177,083$8,213 03/31/2024
Cambridge Investment Research Advisors Inc.165,055$7,655 03/31/2024
     UITB165,055$7,655 03/31/2024
Truist Financial Corp135,733$6,367 12/31/2023
     UITB135,733$6,367 12/31/2023
Financial Services Advisory Inc117,270$5,501 12/31/2023
     UITB117,270$5,501 12/31/2023
Pathway Financial Advisors LLC115,324$5,349 03/31/2024
     UITB115,324$5,349 03/31/2024
AdvisorNet Financial Inc93,123$4,319 03/31/2024
     UITB93,123$4,319 03/31/2024
Patriot Financial Group Insurance Agency LLC91,772$4,305 12/31/2023
     UITB91,772$4,305 12/31/2023
Toth Financial Advisory Corp84,678$3,927 03/31/2024
     UITB84,678$3,927 03/31/2024
JPMorgan Chase & Co.76,316$3,580 12/31/2023
     UITB76,316$3,580 12/31/2023
Sloy Dahl & Holst LLC72,437$3,360 03/31/2024
     UITB72,437$3,360 03/31/2024
Leelyn Smith LLC63,878$2,997 12/31/2023
     UITB63,878$2,997 12/31/2023
Gladstone Institutional Advisory LLC58,125$2,727 12/31/2023
     UITB58,125$2,727 12/31/2023
Envestnet Asset Management Inc.50,522$2,370 12/31/2023
     UITB50,522$2,370 12/31/2023
Fortem Financial Group LLC50,074$2,349 12/31/2023
     UITB50,074$2,349 12/31/2023
James J. Burns & Company LLC34,653$1,596 03/31/2024
     UITB34,653$1,596 03/31/2024
Daymark Wealth Partners LLC34,068$1,580 03/31/2024
     UITB34,068$1,580 03/31/2024
Advisory Services Network LLC30,893$1,449 12/31/2023
     UITB30,893$1,449 12/31/2023
Wells Fargo & Company MN29,438$1,381 12/31/2023
     UITB29,438$1,381 12/31/2023
Private Advisor Group LLC29,350$1,377 12/31/2023
     UITB29,350$1,377 12/31/2023
AE Wealth Management LLC28,824$1,337 12/31/2023
     UITB28,824$1,337 12/31/2023
UBS Group AG28,353$1,330 12/31/2023
     UITB28,353$1,330 12/31/2023
Redhawk Wealth Advisors Inc.27,040$1,268 12/31/2023
     UITB27,040$1,268 12/31/2023
Aspire Wealth Management Corp25,325$1,188 12/31/2023
     UITB25,325$1,188 12/31/2023
Proequities Inc.24,720$1,160 12/31/2023
     UITB24,720$1,160 12/31/2023
MML Investors Services LLC23,974$1,125 12/31/2023
     UITB23,974$1,125 12/31/2023
Strategic Planning Group LLC21,480$996 03/31/2024
     UITB21,480$996 03/31/2024
Stifel Financial Corp20,637$968 12/31/2023
     UITB20,637$968 12/31/2023
Royal Bank of Canada19,447$913 12/31/2023
     UITB19,447$913 12/31/2023
Brookstone Capital Management16,935$785 03/31/2024
     UITB16,935$785 03/31/2024
Sonora Investment Management Group LLC16,365$768 12/31/2023
     UITB16,365$768 12/31/2023
Focus Financial Network Inc.16,342$738 03/31/2024
     UITB16,342$738 03/31/2024
Focus Financial Network Inc. ADV14,806$695 12/31/2023
     UITB14,806$695 12/31/2023
Flow Traders U.S. LLC13,714$643 12/31/2023
     UITB13,714$643 12/31/2023
Thoroughbred Financial Services LLC11,906$558 12/31/2023
     UITB11,906$558 12/31/2023
Sovereign Financial Group Inc.11,768$546 03/31/2024
     UITB11,768$546 03/31/2024
CI Private Wealth LLC10,829$508 12/31/2023
     UITB10,829$508 12/31/2023
Tower Bridge Advisors $496 12/31/2023
     MUTUAL19,735$496 12/31/2023
Koshinski Asset Management Inc.9,650$453 12/31/2023
     UITB9,650$453 12/31/2023
Bay Colony Advisory Group Inc d b a Bay Colony Advisors9,146$429 12/31/2023
     UITB9,146$429 12/31/2023
Wealth Enhancement Advisory Services LLC8,971$416 03/31/2024
     UITB8,971$416 03/31/2024
Mercer Global Advisors Inc. ADV8,280$388 12/31/2023
     UITB8,280$388 12/31/2023
OLD Mission Capital LLC7,955$373 12/31/2023
     UITB7,955$373 12/31/2023
Janney Montgomery Scott LLC7,350$345 12/31/2023
     UITB7,350$345 12/31/2023
Commonwealth Equity Services LLC7,303$343 12/31/2023
     UITB7,303$343 12/31/2023
Klingenstein Fields & Co. LP7,050$331 12/31/2023
     UITB7,050$331 12/31/2023
Creative Planning6,181$290 12/31/2023
     UITB6,181$290 12/31/2023
Resource Planning Group6,101$286 12/31/2023
     UITB6,101$286 12/31/2023
Ferguson Shapiro LLC5,651$262 03/31/2024
     UITB5,651$262 03/31/2024
Mariner LLC5,447$256 12/31/2023
     UITB5,447$256 12/31/2023
Jane Street Group LLC5,226$245 12/31/2023
     UITB5,226$245 12/31/2023
HighTower Advisors LLC5,034$236 12/31/2023
     UITB5,034$236 12/31/2023
Aspire Capital Advisors LLC4,847$227 12/31/2023
     UITB4,847$227 12/31/2023
Cetera Advisors LLC4,358$204 12/31/2023
     UITB4,358$204 12/31/2023
Fifth Third Bancorp1,090$51 03/31/2024
     UITB1,090$51 03/31/2024
EverSource Wealth Advisors LLC949$45 12/31/2023
     UITB949$45 12/31/2023
MV Capital Management Inc.840$39 03/31/2024
     UITB840$39 03/31/2024
Geneos Wealth Management Inc.550$26 12/31/2023
     UITB550$26 12/31/2023
IAG Wealth Partners LLC472$22 03/31/2024
     UITB472$22 03/31/2024
Impact Partnership Wealth LLC427$20 12/31/2023
     UITB427$20 12/31/2023
Whittier Trust Co. of Nevada Inc.350$16 12/31/2023
     UITB350$16 12/31/2023
Comerica Bank209$10 12/31/2023
     UITB209$10 12/31/2023
Householder Group Estate & Retirement Specialist LLC210$9 12/31/2023
     UITB210$9 12/31/2023
Harbour Investments Inc.43$2 12/31/2023
     UITB43$2 12/31/2023
Citigroup Inc.43$2 12/31/2023
     UITB43$2 12/31/2023
Harbor Investment Advisory LLC28$1 03/31/2024
     UITB28$1 03/31/2024

See Summary: Institutional Holders of UITB
See Details: Top 10 Hedge Funds Holding UITB
Also See: UITB Holdings Changes

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