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On this page, we present all of the funds holding ULST from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding ULST, with a link to that fund's top holdings. The next columns
indicate the amount of ULST stock held by each of the funds holding ULST, followed by the ULST position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 101 funds holding ULST within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by CWM LLC. For more details on the positions held by CWM LLC
(or by any of the other funds holding ULST), click the fund name in the "Holder" column of the funds-holding-ULST table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 CWM LLC | 1,688,120 | $68,369 | 03/31/2024 | | ULST | 1,688,120 | $68,369 | 03/31/2024 | | Gradient Investments LLC | 1,459,635 | $58,940 | 12/31/2023 | | ULST | 1,459,635 | $58,940 | 12/31/2023 | | LPL Financial LLC | 963,291 | $38,898 | 12/31/2023 | | ULST | 963,291 | $38,898 | 12/31/2023 | | Avestar Capital LLC | 664,855 | $26,847 | 12/31/2023 | | ULST | 664,855 | $26,847 | 12/31/2023 | | Royal Bank of Canada | 620,640 | $25,061 | 12/31/2023 | | ULST | 620,640 | $25,061 | 12/31/2023 | | Morgan Stanley | 602,341 | $24,323 | 12/31/2023 | | ULST | 602,341 | $24,323 | 12/31/2023 | | Bouchey Financial Group Ltd | 485,354 | $19,599 | 12/31/2023 | | ULST | 485,354 | $19,599 | 12/31/2023 | | BIP Wealth LLC | 381,229 | $15,394 | 12/31/2023 | | ULST | 381,229 | $15,394 | 12/31/2023 | | Congress Wealth Management LLC DE | 336,839 | $13,642 | 03/31/2024 | | ULST | 336,839 | $13,642 | 03/31/2024 | | Envestnet Asset Management Inc. | 287,088 | $11,593 | 12/31/2023 | | ULST | 287,088 | $11,593 | 12/31/2023 | | Raymond James & Associates | 276,628 | $11,170 | 12/31/2023 | | ULST | 276,628 | $11,170 | 12/31/2023 | | ORBA Wealth Advisors L.L.C. | 258,067 | $10,421 | 12/31/2023 | | ULST | 258,067 | $10,421 | 12/31/2023 | | Kraft Davis & Associates LLC | 238,097 | $9,651 | 12/31/2023 | | ULST | 238,097 | $9,651 | 12/31/2023 | | WT Wealth Management | 209,895 | $8,476 | 12/31/2023 | | ULST | 209,895 | $8,476 | 12/31/2023 | | Advisor Resource Council | 209,437 | $8,457 | 12/31/2023 | | ULST | 209,437 | $8,457 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 198,271 | $8,030 | 03/31/2024 | | ULST | 198,271 | $8,030 | 03/31/2024 | | David Kennon Inc | 192,382 | $7,768 | 12/31/2023 | | ULST | 192,382 | $7,768 | 12/31/2023 | | Bank of America Corp DE | 183,230 | $7,399 | 12/31/2023 | | ULST | 183,230 | $7,399 | 12/31/2023 | | Auour Investments LLC | 125,089 | $5,067 | 12/31/2023 | | ULST | 125,089 | $5,067 | 12/31/2023 | | Jane Street Group LLC | 87,148 | $3,519 | 12/31/2023 | | ULST | 87,148 | $3,519 | 12/31/2023 | | UBS Group AG | 86,705 | $3,501 | 12/31/2023 | | ULST | 86,705 | $3,501 | 12/31/2023 | | Naples Global Advisors LLC | 83,559 | $3,374 | 12/31/2023 | | ULST | 83,559 | $3,374 | 12/31/2023 | | Moloney Securities Asset Management LLC | 77,384 | $3,125 | 12/31/2023 | | ULST | 77,384 | $3,125 | 12/31/2023 | | Orion Portfolio Solutions LLC | 69,829 | $2,823 | 12/31/2023 | | ULST | 69,829 | $2,823 | 12/31/2023 | | Perennial Investment Advisors LLC | 65,898 | $2,661 | 12/31/2023 | | ULST | 65,898 | $2,661 | 12/31/2023 | | ADAR1 Capital Management LLC | 61,264 | $2,474 | 12/31/2023 | | ULST | 61,264 | $2,474 | 12/31/2023 | | Advisor Group Holdings Inc. | 60,658 | $2,450 | 12/31/2023 | | ULST | 60,658 | $2,450 | 12/31/2023 | | Ameliora Wealth Management Ltd. | 46,844 | $1,897 | 03/31/2024 | | ULST | 46,844 | $1,897 | 03/31/2024 | | Eldridge Investment Advisors Inc. | 46,303 | $1,870 | 12/31/2023 | | ULST | 46,303 | $1,870 | 12/31/2023 | | Financial Advocates Investment Management | 34,766 | $1,404 | 12/31/2023 | | ULST | 34,766 | $1,404 | 12/31/2023 | | Continuum Advisory LLC | 33,456 | $1,351 | 12/31/2023 | | ULST | 33,456 | $1,351 | 12/31/2023 | | Levy Wealth Management Group LLC | 32,782 | $1,324 | 03/31/2024 | | ULST | 32,782 | $1,324 | 03/31/2024 | | Everhart Financial Group Inc. | 32,590 | $1,316 | 12/31/2023 | | ULST | 32,590 | $1,316 | 12/31/2023 | | AE Wealth Management LLC | 30,144 | $1,222 | 12/31/2023 | | ULST | 30,144 | $1,222 | 12/31/2023 | | Garrett Investment Advisors LLC | 29,856 | $1,209 | 03/31/2024 | | ULST | 29,856 | $1,209 | 03/31/2024 | | Arete Wealth Advisors LLC | 29,785 | $1,203 | 12/31/2023 | | ULST | 29,785 | $1,203 | 12/31/2023 | | Fiduciary Trust Co. | 28,840 | $1,165 | 12/31/2023 | | ULST | 28,840 | $1,165 | 12/31/2023 | | Stratos Wealth Partners LTD. | 28,445 | $1,152 | 03/31/2024 | | ULST | 28,445 | $1,152 | 03/31/2024 | | MML Investors Services LLC | 27,058 | $1,093 | 12/31/2023 | | ULST | 27,058 | $1,093 | 12/31/2023 | | Private Advisor Group LLC | 26,456 | $1,068 | 12/31/2023 | | ULST | 26,456 | $1,068 | 12/31/2023 | | Avantax Advisory Services Inc. | 25,297 | $1,022 | 12/31/2023 | | ULST | 25,297 | $1,022 | 12/31/2023 | | Authentikos Wealth Advisory LLC | 22,084 | $892 | 12/31/2023 | | ULST | 22,084 | $892 | 12/31/2023 | | Salem Investment Counselors Inc. | 21,885 | $886 | 03/31/2024 | | ULST | 21,885 | $886 | 03/31/2024 | | Verus Capital Partners LLC | 21,419 | $865 | 12/31/2023 | | ULST | 21,419 | $865 | 12/31/2023 | | Fortis Group Advisors LLC | 19,980 | $804 | 12/31/2023 | | ULST | 19,980 | $804 | 12/31/2023 | | Destination Wealth Management | 18,166 | $734 | 12/31/2023 | | ULST | 18,166 | $734 | 12/31/2023 | | Toroso Investments LLC | 17,561 | $709 | 12/31/2023 | | ULST | 17,561 | $709 | 12/31/2023 | | Gladstone Institutional Advisory LLC | 17,419 | $703 | 12/31/2023 | | ULST | 17,419 | $703 | 12/31/2023 | | Elmwood Wealth Management Inc. | 16,743 | $676 | 12/31/2023 | | ULST | 16,743 | $676 | 12/31/2023 | | Western Wealth Management LLC | 16,561 | $669 | 12/31/2023 | | ULST | 16,561 | $669 | 12/31/2023 | | Stifel Financial Corp | 16,123 | $651 | 12/31/2023 | | ULST | 16,123 | $651 | 12/31/2023 | | GWM Advisors LLC | 15,514 | $626 | 12/31/2023 | | ULST | 15,514 | $626 | 12/31/2023 | | Walkner Condon Financial Advisors LLC | 14,170 | $572 | 12/31/2023 | | ULST | 14,170 | $572 | 12/31/2023 | | Harbour Investments Inc. | 13,778 | $556 | 12/31/2023 | | ULST | 13,778 | $556 | 12/31/2023 | | Valmark Advisers Inc. | 13,327 | $538 | 12/31/2023 | | ULST | 13,327 | $538 | 12/31/2023 | | Citadel Advisors LLC | 13,126 | $530 | 12/31/2023 | | ULST | 13,126 | $530 | 12/31/2023 | | Redwood Financial Network Corp | 12,496 | $505 | 12/31/2023 | | ULST | 12,496 | $505 | 12/31/2023 | | Opal Wealth Advisors LLC | 11,999 | $486 | 03/31/2024 | | ULST | 11,999 | $486 | 03/31/2024 | | SOL Capital Management CO | 11,700 | $472 | 12/31/2023 | | ULST | 11,700 | $472 | 12/31/2023 | | Comerica Bank | 11,241 | $454 | 12/31/2023 | | ULST | 11,241 | $454 | 12/31/2023 | | Penobscot Investment Management Company Inc. | 11,000 | $444 | 12/31/2023 | | ULST | 11,000 | $444 | 12/31/2023 | | PVG Asset Management Corp | 10,961 | $443 | 12/31/2023 | | ULST | 10,961 | $443 | 12/31/2023 | | Gerber Kawasaki Wealth & Investment Management | 10,609 | $428 | 12/31/2023 | | ULST | 10,609 | $428 | 12/31/2023 | | Commonwealth Equity Services LLC | 10,522 | $425 | 12/31/2023 | | ULST | 10,522 | $425 | 12/31/2023 | | Newbridge Financial Services Group Inc. | 10,412 | $420 | 12/31/2023 | | ULST | 10,412 | $420 | 12/31/2023 | | Paradigm Financial Partners LLC | 10,257 | $414 | 12/31/2023 | | ULST | 10,257 | $414 | 12/31/2023 | | Capstone Wealth Management Group LLC | 10,029 | $406 | 03/31/2024 | | ULST | 10,029 | $406 | 03/31/2024 | | Catalyst Private Wealth LLC | 10,000 | $405 | 03/31/2024 | | ULST | 10,000 | $405 | 03/31/2024 | | PFG Advisors | 9,513 | $384 | 12/31/2023 | | ULST | 9,513 | $384 | 12/31/2023 | | Trilogy Capital Inc. | 9,180 | $372 | 03/31/2024 | | ULST | 9,180 | $372 | 03/31/2024 | | Cape Investment Advisory Inc. | 8,644 | $349 | 12/31/2023 | | ULST | 8,644 | $349 | 12/31/2023 | | Bridgeworth LLC | 8,245 | $333 | 12/31/2023 | | ULST | 8,245 | $333 | 12/31/2023 | | Centaurus Financial Inc. | 7,900 | $319 | 12/31/2023 | | ULST | 7,900 | $319 | 12/31/2023 | | Bank of New York Mellon Corp | 7,804 | $315 | 12/31/2023 | | ULST | 7,804 | $315 | 12/31/2023 | | Captrust Financial Advisors | 6,950 | $281 | 12/31/2023 | | ULST | 6,950 | $281 | 12/31/2023 | | HighTower Advisors LLC | 6,804 | $274 | 12/31/2023 | | ULST | 6,804 | $274 | 12/31/2023 | | Winch Advisory Services LLC | 6,762 | $273 | 12/31/2023 | | ULST | 6,762 | $273 | 12/31/2023 | | BancorpSouth Bank | 6,605 | $267 | 12/31/2023 | | ULST | 6,605 | $267 | 12/31/2023 | | Two Sigma Securities LLC | 6,195 | $250 | 12/31/2023 | | ULST | 6,195 | $250 | 12/31/2023 | | Worth Asset Management LLC | 5,931 | $240 | 03/31/2024 | | ULST | 5,931 | $240 | 03/31/2024 | | OLD Mission Capital LLC | 5,761 | $233 | 12/31/2023 | | ULST | 5,761 | $233 | 12/31/2023 | | Equitable Holdings Inc. | 5,476 | $221 | 12/31/2023 | | ULST | 5,476 | $221 | 12/31/2023 | | Cetera Advisor Networks LLC | 5,408 | $218 | 12/31/2023 | | ULST | 5,408 | $218 | 12/31/2023 | | Second Line Capital LLC | 5,267 | $213 | 12/31/2023 | | ULST | 5,267 | $213 | 12/31/2023 | | The PNC Financial Services Group Inc. | 5,215 | $211 | 12/31/2023 | | ULST | 5,215 | $211 | 12/31/2023 | | Angeles Wealth Management LLC | 5,000 | $202 | 12/31/2023 | | ULST | 5,000 | $202 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 4,949 | $200 | 12/31/2023 | | ULST | 4,949 | $200 | 12/31/2023 | | Aptus Capital Advisors LLC | 4,680 | $189 | 12/31/2023 | | ULST | 4,680 | $189 | 12/31/2023 | | ICA Group Wealth Management LLC | 3,168 | $128 | 12/31/2023 | | ULST | 3,168 | $128 | 12/31/2023 | | Wells Fargo & Company MN | 2,460 | $99 | 12/31/2023 | | ULST | 2,460 | $99 | 12/31/2023 | | TD Capital Management LLC | 2,186 | $88 | 12/31/2023 | | ULST | 2,186 | $88 | 12/31/2023 | | Private Trust Co. NA | 1,840 | $74 | 12/31/2023 | | ULST | 1,840 | $74 | 12/31/2023 | | Northwest Capital Management Inc | 1,478 | $60 | 03/31/2024 | | ULST | 1,478 | $60 | 03/31/2024 | | Tidemark LLC | 1,086 | $44 | 12/31/2023 | | ULST | 1,086 | $44 | 12/31/2023 | | Geneos Wealth Management Inc. | 795 | $32 | 12/31/2023 | | ULST | 795 | $32 | 12/31/2023 | | Penserra Capital Management LLC | 183 | $7 | 12/31/2023 | | ULST | 183 | $7 | 12/31/2023 | | JPMorgan Chase & Co. | 145 | $6 | 12/31/2023 | | ULST | 145 | $6 | 12/31/2023 | | JNBA Financial Advisors | 145 | $6 | 12/31/2023 | | ULST | 145 | $6 | 12/31/2023 | | Coppell Advisory Solutions LLC | 63 | $3 | 12/31/2023 | | ULST | 63 | $3 | 12/31/2023 | | Huntington National Bank | 2 | $0 | 12/31/2023 | | ULST | 2 | $0 | 12/31/2023 | | FMR LLC | 1 | $0 | 12/31/2023 | | ULST | 1 | $0 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | ULST | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of ULST
See Details: Top 10 Hedge Funds Holding ULST
Also See: ULST Holdings Changes
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