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On this page, we present all of the funds holding UTG from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding UTG, with a link to that fund's top holdings. The next columns
indicate the amount of UTG stock held by each of the funds holding UTG, followed by the UTG position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 160 funds holding UTG within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding UTG), click the fund name in the "Holder" column of the funds-holding-UTG table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
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 Bank of America Corp DE | 730,294 | $19,528 | 12/31/2023 | | UTG | 730,294 | $19,528 | 12/31/2023 | | Morgan Stanley | 726,748 | $19,433 | 12/31/2023 | | UTG | 726,748 | $19,433 | 12/31/2023 | | Wells Fargo & Company MN | 473,294 | $12,656 | 12/31/2023 | | UTG | 473,294 | $12,656 | 12/31/2023 | | Royal Bank of Canada | 372,996 | $9,974 | 12/31/2023 | | UTG | 372,996 | $9,974 | 12/31/2023 | | Advisor Group Holdings Inc. | 340,380 | $9,102 | 12/31/2023 | | UTG | 340,380 | $9,102 | 12/31/2023 | | LPL Financial LLC | 293,535 | $7,849 | 12/31/2023 | | UTG | 293,535 | $7,849 | 12/31/2023 | | Raymond James & Associates | 280,809 | $7,571 | 03/31/2024 | | UTG | 280,809 | $7,571 | 03/31/2024 | | J.W. Cole Advisors Inc. | 266,519 | $7,185 | 03/31/2024 | | UTG | 266,519 | $7,185 | 03/31/2024 | | Ameriprise Financial Inc. | 258,393 | $6,909 | 12/31/2023 | | UTG | 258,393 | $6,909 | 12/31/2023 | | Commonwealth Equity Services LLC | 213,631 | $5,760 | 03/31/2024 | | UTG | 213,631 | $5,760 | 03/31/2024 | | Private Advisor Group LLC | 203,515 | $5,487 | 03/31/2024 | | UTG | 203,515 | $5,487 | 03/31/2024 | | Guggenheim Capital LLC | 193,946 | $5,186 | 12/31/2023 | | UTG | 193,946 | $5,186 | 12/31/2023 | | HBW Advisory Services LLC | 167,701 | $4,484 | 03/31/2024 | | UTG | 167,701 | $4,484 | 03/31/2024 | | Stifel Financial Corp | 164,892 | $4,409 | 12/31/2023 | | UTG | 164,892 | $4,409 | 12/31/2023 | | Sterling Investment Advisors Ltd. | 156,776 | $4,227 | 03/31/2024 | | UTG | 156,776 | $4,227 | 03/31/2024 | | UBS Group AG | 151,292 | $4,046 | 12/31/2023 | | UTG | 151,292 | $4,046 | 12/31/2023 | | JBR Co Financial Management Inc | 117,458 | $3,141 | 12/31/2023 | | UTG | 117,458 | $3,141 | 12/31/2023 | | Lido Advisors LLC | 108,488 | $2,922 | 12/31/2023 | | UTG | 108,488 | $2,922 | 12/31/2023 | | Magnus Financial Group LLC | 106,161 | $2,839 | 12/31/2023 | | UTG | 106,161 | $2,839 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 90,965 | $2,452 | 03/31/2024 | | UTG | 90,965 | $2,452 | 03/31/2024 | | Reaves W H & Co. Inc. | 91,553 | $2,448 | 12/31/2023 | | UTG | 91,553 | $2,448 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 88,000 | $2,372 | 03/31/2024 | | UTG | 88,000 | $2,372 | 03/31/2024 | | Cetera Advisor Networks LLC | 76,552 | $2,047 | 12/31/2023 | | UTG | 76,552 | $2,047 | 12/31/2023 | | LongView Wealth Management | 75,333 | $2,031 | 03/31/2024 | | UTG | 75,333 | $2,031 | 03/31/2024 | | PFG Investments LLC | 73,305 | $1,976 | 03/31/2024 | | UTG | 73,305 | $1,976 | 03/31/2024 | | Good Life Advisors LLC | 70,368 | $1,882 | 12/31/2023 | | UTG | 70,368 | $1,882 | 12/31/2023 | | Janney Montgomery Scott LLC | 69,528 | $1,874 | 03/31/2024 | | UTG | 69,528 | $1,874 | 03/31/2024 | | Tradition Wealth Management LLC | 68,419 | $1,830 | 12/31/2023 | | UTG | 68,419 | $1,830 | 12/31/2023 | | Wealth Effects LLC | 63,639 | $1,716 | 03/31/2024 | | UTG | 63,639 | $1,716 | 03/31/2024 | | Atria Wealth Solutions Inc. | 63,800 | $1,713 | 12/31/2023 | | UTG | 63,800 | $1,713 | 12/31/2023 | | Consolidated Portfolio Review Corp | 61,618 | $1,661 | 03/31/2024 | | UTG | 61,618 | $1,661 | 03/31/2024 | | Sowell Financial Services LLC | 58,878 | $1,586 | 12/31/2023 | | UTG | 58,878 | $1,586 | 12/31/2023 | | Landscape Capital Management L.L.C. | 51,916 | $1,388 | 12/31/2023 | | UTG | 51,916 | $1,388 | 12/31/2023 | | Mercer Global Advisors Inc. ADV | 49,772 | $1,331 | 12/31/2023 | | UTG | 49,772 | $1,331 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 48,808 | $1,305 | 12/31/2023 | | UTG | 48,808 | $1,305 | 12/31/2023 | | Oak Family Advisors LLC | 45,629 | $1,230 | 03/31/2024 | | UTG | 45,629 | $1,230 | 03/31/2024 | | NBC Securities Inc. | 45,097 | $1,215 | 03/31/2024 | | UTG | 45,097 | $1,215 | 03/31/2024 | | Cetera Investment Advisers | 44,990 | $1,203 | 12/31/2023 | | UTG | 44,990 | $1,203 | 12/31/2023 | | Oppenheimer & Co. Inc. | 41,968 | $1,122 | 12/31/2023 | | UTG | 41,968 | $1,122 | 12/31/2023 | | First Trust Advisors LP | 33,089 | $885 | 12/31/2023 | | UTG | 33,089 | $885 | 12/31/2023 | | Highlander Capital Management LLC | 31,955 | $854 | 12/31/2023 | | UTG | 31,955 | $854 | 12/31/2023 | | Kestra Advisory Services LLC | 31,697 | $848 | 12/31/2023 | | UTG | 31,697 | $848 | 12/31/2023 | | GWM Advisors LLC | 31,682 | $832 | 12/31/2023 | | UTG | 31,682 | $832 | 12/31/2023 | | Semus Wealth Partners LLC | 30,829 | $824 | 12/31/2023 | | UTG | 30,829 | $824 | 12/31/2023 | | Future Financial Wealth Managment LLC | 29,885 | $806 | 03/31/2024 | | UTG | 29,885 | $806 | 03/31/2024 | | AE Wealth Management LLC | 27,642 | $728 | 12/31/2023 | | UTG | 27,642 | $728 | 12/31/2023 | | HighTower Advisors LLC | 25,806 | $689 | 12/31/2023 | | UTG | 25,806 | $689 | 12/31/2023 | | Armor Investment Advisors LLC | 25,349 | $683 | 03/31/2024 | | UTG | 25,349 | $683 | 03/31/2024 | | Wedbush Securities Inc. | 24,863 | $665 | 12/31/2023 | | UTG | 24,863 | $665 | 12/31/2023 | | Prevail Innovative Wealth Advisors LLC | 24,267 | $649 | 12/31/2023 | | UTG | 24,267 | $649 | 12/31/2023 | | Kovack Advisors Inc. | 24,021 | $648 | 03/31/2024 | | UTG | 24,021 | $648 | 03/31/2024 | | Brookstone Capital Management | 23,899 | $644 | 03/31/2024 | | UTG | 23,899 | $644 | 03/31/2024 | | Steward Partners Investment Advisory LLC | 23,987 | $641 | 12/31/2023 | | UTG | 23,987 | $641 | 12/31/2023 | | Creative Planning | 22,080 | $590 | 12/31/2023 | | UTG | 22,080 | $590 | 12/31/2023 | | Centaurus Financial Inc. | 21,069 | $563 | 12/31/2023 | | UTG | 21,069 | $563 | 12/31/2023 | | Biechele Royce Advisors | 20,750 | $555 | 12/31/2023 | | UTG | 20,750 | $555 | 12/31/2023 | | The PNC Financial Services Group Inc. | 20,336 | $544 | 12/31/2023 | | UTG | 20,336 | $544 | 12/31/2023 | | Certified Advisory Corp | 20,276 | $542 | 12/31/2023 | | UTG | 20,276 | $542 | 12/31/2023 | | Valeo Financial Advisors LLC | 20,518 | $540 | 03/31/2024 | | UTG | 20,518 | $540 | 03/31/2024 | | Merrion Investment Management Co LLC | 20,000 | $539 | 03/31/2024 | | UTG | 20,000 | $539 | 03/31/2024 | | Welch Group LLC | 19,017 | $513 | 03/31/2024 | | UTG | 19,017 | $513 | 03/31/2024 | | Sound View Wealth Advisors Group LLC | 18,622 | $498 | 12/31/2023 | | UTG | 18,622 | $498 | 12/31/2023 | | StoneX Group Inc. | 17,881 | $482 | 03/31/2024 | | UTG | 17,881 | $482 | 03/31/2024 | | Keybank National Association OH | 18,000 | $481 | 12/31/2023 | | UTG | 18,000 | $481 | 12/31/2023 | | Envestnet Asset Management Inc. | 17,049 | $456 | 12/31/2023 | | UTG | 17,049 | $456 | 12/31/2023 | | Atlas Brown Inc. | 16,773 | $452 | 03/31/2024 | | UTG | 16,773 | $452 | 03/31/2024 | | Samalin Investment Counsel LLC | 16,226 | $434 | 12/31/2023 | | UTG | 16,226 | $434 | 12/31/2023 | | Stratos Wealth Partners LTD. | 16,029 | $432 | 03/31/2024 | | UTG | 16,029 | $432 | 03/31/2024 | | Advisory Services Network LLC | 16,094 | $430 | 12/31/2023 | | UTG | 16,094 | $430 | 12/31/2023 | | Nations Financial Group Inc. IA ADV | 15,000 | $404 | 03/31/2024 | | UTG | 15,000 | $404 | 03/31/2024 | | DAVENPORT & Co LLC | 14,191 | $379 | 12/31/2023 | | UTG | 14,191 | $379 | 12/31/2023 | | All Season Financial Advisors Inc. | 13,277 | $358 | 03/31/2024 | | UTG | 13,277 | $358 | 03/31/2024 | | Baird Financial Group Inc. | 13,201 | $353 | 12/31/2023 | | UTG | 13,201 | $353 | 12/31/2023 | | Susquehanna International Group LLP | 12,628 | $338 | 12/31/2023 | | UTG | 12,628 | $338 | 12/31/2023 | | Sigma Planning Corp | 12,054 | $322 | 12/31/2023 | | UTG | 12,054 | $322 | 12/31/2023 | | Graybill Bartz & Assoc Ltd. | 11,906 | $321 | 03/31/2024 | | UTG | 11,906 | $321 | 03/31/2024 | | Flagship Harbor Advisors LLC | 11,338 | $306 | 03/31/2024 | | UTG | 11,338 | $306 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 11,170 | $301 | 03/31/2024 | | UTG | 11,170 | $301 | 03/31/2024 | | Moors & Cabot Inc. | 11,017 | $295 | 12/31/2023 | | UTG | 11,017 | $295 | 12/31/2023 | | Virtu Financial LLC | 10,849 | $290 | 12/31/2023 | | UTG | 10,849 | $290 | 12/31/2023 | | Focus Financial Network Inc. ADV | 10,545 | $282 | 12/31/2023 | | UTG | 10,545 | $282 | 12/31/2023 | | Custom Index Systems LLC | 10,428 | $279 | 12/31/2023 | | UTG | 10,428 | $279 | 12/31/2023 | | Penbrook Management LLC | 10,275 | $277 | 03/31/2024 | | UTG | 10,275 | $277 | 03/31/2024 | | Strategic Family Wealth Counselors L.L.C. | 10,340 | $276 | 12/31/2023 | | UTG | 10,340 | $276 | 12/31/2023 | | Sontag Advisory LLC | 10,210 | $273 | 12/31/2023 | | UTG | 10,210 | $273 | 12/31/2023 | | Navis Wealth Advisors LLC | 10,000 | $270 | 03/31/2024 | | UTG | 10,000 | $270 | 03/31/2024 | | Neville Rodie & Shaw Inc. | 9,931 | $268 | 03/31/2024 | | UTG | 9,931 | $268 | 03/31/2024 | | Focus Financial Network Inc. | 10,365 | $266 | 03/31/2024 | | UTG | 10,365 | $266 | 03/31/2024 | | Commonwealth Financial Services LLC | 9,815 | $262 | 12/31/2023 | | UTG | 9,815 | $262 | 12/31/2023 | | Peapack Gladstone Financial Corp | 9,757 | $261 | 12/31/2023 | | UTG | 9,757 | $261 | 12/31/2023 | | Paragon Wealth Strategies LLC | 9,304 | $249 | 12/31/2023 | | UTG | 9,304 | $249 | 12/31/2023 | | Proequities Inc. | 9,040 | $244 | 03/31/2024 | | UTG | 9,040 | $244 | 03/31/2024 | | Lincoln National Corp | 8,889 | $238 | 12/31/2023 | | UTG | 8,889 | $238 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 8,762 | $236 | 03/31/2024 | | UTG | 8,762 | $236 | 03/31/2024 | | Hollow Brook Wealth Management LLC | 8,633 | $231 | 12/31/2023 | | UTG | 8,633 | $231 | 12/31/2023 | | Captrust Financial Advisors | 8,405 | $225 | 12/31/2023 | | UTG | 8,405 | $225 | 12/31/2023 | | CoreCap Advisors LLC | 8,404 | $225 | 12/31/2023 | | UTG | 8,404 | $225 | 12/31/2023 | | LifePro Asset Management | 8,139 | $219 | 03/31/2024 | | UTG | 8,139 | $219 | 03/31/2024 | | Lowe Wealth Advisors LLC | 8,100 | $218 | 03/31/2024 | | UTG | 8,100 | $218 | 03/31/2024 | | Miracle Mile Advisors LLC | 8,000 | $216 | 03/31/2024 | | UTG | 8,000 | $216 | 03/31/2024 | | National Asset Management Inc. | 7,957 | $214 | 12/31/2023 | | UTG | 7,957 | $214 | 12/31/2023 | | Brighton Jones LLC | 7,848 | $210 | 12/31/2023 | | UTG | 7,848 | $210 | 12/31/2023 | | Financial Security Advisor Inc. | 7,500 | $202 | 03/31/2024 | | UTG | 7,500 | $202 | 03/31/2024 | | Novak & Powell Financial Services Inc. | 7,546 | $202 | 12/31/2023 | | UTG | 7,546 | $202 | 12/31/2023 | | ELCO Management Co. LLC | 7,500 | $201 | 12/31/2023 | | UTG | 7,500 | $201 | 12/31/2023 | | Focused Wealth Management Inc | 7,309 | $195 | 12/31/2023 | | UTG | 7,309 | $195 | 12/31/2023 | | Investors Research Corp | 7,077 | $189 | 12/31/2023 | | UTG | 7,077 | $189 | 12/31/2023 | | Spire Wealth Management | 5,084 | $137 | 03/31/2024 | | UTG | 5,084 | $137 | 03/31/2024 | | Oliver Lagore Vanvalin Investment Group | 3,795 | $101 | 12/31/2023 | | UTG | 3,795 | $101 | 12/31/2023 | | IFP Advisors Inc | 3,721 | $100 | 12/31/2023 | | UTG | 3,721 | $100 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 3,464 | $93 | 03/31/2024 | | UTG | 3,464 | $93 | 03/31/2024 | | Principal Securities Inc. | 3,404 | $91 | 12/31/2023 | | UTG | 3,404 | $91 | 12/31/2023 | | Laurel Wealth Advisors LLC | 2,500 | $67 | 12/31/2023 | | UTG | 2,500 | $67 | 12/31/2023 | | Harbour Investments Inc. | 2,430 | $65 | 12/31/2023 | | UTG | 2,430 | $65 | 12/31/2023 | | AdvisorNet Financial Inc | 2,210 | $60 | 03/31/2024 | | UTG | 2,210 | $60 | 03/31/2024 | | Baystate Wealth Management LLC | 2,007 | $54 | 12/31/2023 | | UTG | 2,007 | $54 | 12/31/2023 | | Bruce G. Allen Investments LLC | 1,948 | $53 | 03/31/2024 | | UTG | 1,948 | $53 | 03/31/2024 | | Colonial Trust Advisors | 2,000 | $53 | 12/31/2023 | | UTG | 2,000 | $53 | 12/31/2023 | | Comerica Bank | 1,951 | $52 | 12/31/2023 | | UTG | 1,951 | $52 | 12/31/2023 | | Centerpoint Advisors LLC | 1,700 | $45 | 12/31/2023 | | UTG | 1,700 | $45 | 12/31/2023 | | Signaturefd LLC | 1,622 | $43 | 12/31/2023 | | UTG | 1,622 | $43 | 12/31/2023 | | Bank of New Hampshire | 1,560 | $42 | 03/31/2024 | | UTG | 1,560 | $42 | 03/31/2024 | | North Star Investment Management Corp. | 1,450 | $39 | 03/31/2024 | | UTG | 1,450 | $39 | 03/31/2024 | | Clearstead Advisors LLC | 1,382 | $37 | 12/31/2023 | | UTG | 1,382 | $37 | 12/31/2023 | | Ronald Blue Trust Inc. | 1,336 | $36 | 03/31/2024 | | UTG | 1,336 | $36 | 03/31/2024 | | GPS Wealth Strategies Group LLC | 1,253 | $34 | 03/31/2024 | | UTG | 1,253 | $34 | 03/31/2024 | | Ramirez Asset Management Inc. | 1,133 | $30 | 12/31/2023 | | UTG | 1,133 | $30 | 12/31/2023 | | Macroview Investment Management LLC | 1,072 | $29 | 03/31/2024 | | UTG | 1,072 | $29 | 03/31/2024 | | Webster Bank N. A. | 995 | $27 | 03/31/2024 | | UTG | 995 | $27 | 03/31/2024 | | Private Trust Co. NA | 1,000 | $27 | 03/31/2024 | | UTG | 1,000 | $27 | 03/31/2024 | | AlphaMark Advisors LLC | 994 | $27 | 03/31/2024 | | UTG | 994 | $27 | 03/31/2024 | | Logan Capital Management Inc. | 1,000 | $27 | 12/31/2023 | | UTG | 1,000 | $27 | 12/31/2023 | | Fifth Third Bancorp | 950 | $26 | 03/31/2024 | | UTG | 950 | $26 | 03/31/2024 | | SOA Wealth Advisors LLC. | 944 | $25 | 03/31/2024 | | UTG | 944 | $25 | 03/31/2024 | | US Bancorp DE | 915 | $24 | 12/31/2023 | | UTG | 915 | $24 | 12/31/2023 | | Pinnacle Bank | 804 | $22 | 03/31/2024 | | UTG | 804 | $22 | 03/31/2024 | | West Branch Capital LLC | 775 | $21 | 03/31/2024 | | UTG | 775 | $21 | 03/31/2024 | | First Horizon Advisors Inc. | 750 | $20 | 03/31/2024 | | UTG | 750 | $20 | 03/31/2024 | | Truvestments Capital LLC | 700 | $19 | 12/31/2023 | | UTG | 700 | $19 | 12/31/2023 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 580 | $16 | 03/31/2024 | | UTG | 580 | $16 | 03/31/2024 | | UMB Bank N A MO | 574 | $15 | 03/31/2024 | | UTG | 574 | $15 | 03/31/2024 | | Key Financial Inc | 554 | $15 | 03/31/2024 | | UTG | 554 | $15 | 03/31/2024 | | Salomon & Ludwin LLC | 580 | $14 | 12/31/2023 | | UTG | 580 | $14 | 12/31/2023 | | Parkside Financial Bank & Trust | 485 | $13 | 03/31/2024 | | UTG | 485 | $13 | 03/31/2024 | | Allworth Financial LP | 470 | $13 | 03/31/2024 | | UTG | 470 | $13 | 03/31/2024 | | Global Retirement Partners LLC | 500 | $13 | 03/31/2024 | | UTG | 500 | $13 | 03/31/2024 | | Retirement Group LLC | 460 | $12 | 03/31/2024 | | UTG | 460 | $12 | 03/31/2024 | | Versant Capital Management Inc | 383 | $10 | 03/31/2024 | | UTG | 383 | $10 | 03/31/2024 | | First PREMIER Bank | 300 | $8 | 03/31/2024 | | UTG | 300 | $8 | 03/31/2024 | | Delta Asset Management LLC TN | 291 | $8 | 12/31/2023 | | UTG | 291 | $8 | 12/31/2023 | | Hollencrest Capital Management | 200 | $5 | 03/31/2024 | | UTG | 200 | $5 | 03/31/2024 | | Motco | 200 | $5 | 12/31/2023 | | UTG | 200 | $5 | 12/31/2023 | | Sandy Spring Bank | 200 | $5 | 12/31/2023 | | UTG | 200 | $5 | 12/31/2023 | | Beacon Capital Management LLC | 207 | $5 | 12/31/2023 | | UTG | 207 | $5 | 12/31/2023 | | DHJJ Financial Advisors Ltd. | 98 | $3 | 03/31/2024 | | UTG | 98 | $3 | 03/31/2024 | | Tower Research Capital LLC TRC | 68 | $2 | 12/31/2023 | | UTG | 68 | $2 | 12/31/2023 | | JPMorgan Chase & Co. | 50 | $1 | 12/31/2023 | | UTG | 50 | $1 | 12/31/2023 | | Huntington National Bank | 1 | $0 | 12/31/2023 | | UTG | 1 | $0 | 12/31/2023 | | FMR LLC | 3 | $0 | 12/31/2023 | | UTG | 3 | $0 | 12/31/2023 | | Islay Capital Management LLC | 0 | $0 | 12/31/2023 | | UTG | 0 | $0 | 12/31/2023 | | Avion Wealth | 0 | $0 | 12/31/2023 | | UTG | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of UTG
See Details: Top 10 Hedge Funds Holding UTG
Also See: UTG Insider Buying
Also See: UTG Holdings Changes
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