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There is a long list of 51 institutional holders of UYG within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of UYG by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-UYG table below,
the initial column indicates the name of each top institutional holder of UYG, with a link to that fund's top holdings. The next columns
indicate the amount of UYG stock held by each of the institutional holders of UYG, followed by the UYG position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Toth Financial Advisory Corp | 89,668 | $6,126 | 03/31/2024 | UYG | 89,668 | $6,126 | 03/31/2024 | HighTower Advisors LLC | 46,645 | $3,186 | 03/31/2024 | UYG | 46,645 | $3,186 | 03/31/2024 | Susquehanna International Group LLP | | $2,309 | 03/31/2024 | Call | 39,000 | $2,664 | 03/31/2024 | Put | 5,200 | $355 | 03/31/2024 | Cassaday & Co Wealth Management LLC | 30,801 | $2,104 | 03/31/2024 | UYG | 30,801 | $2,104 | 03/31/2024 | Advisor Group Holdings Inc. | 18,378 | $1,256 | 03/31/2024 | UYG | 18,378 | $1,256 | 03/31/2024 | 9258 Wealth Management LLC | 17,450 | $1,192 | 03/31/2024 | UYG | 17,450 | $1,192 | 03/31/2024 | Envestnet Asset Management Inc. | 18,145 | $1,002 | 12/31/2023 | UYG | 18,145 | $1,002 | 12/31/2023 | Citadel Advisors LLC | | $927 | 12/31/2023 | UYG | 10,283 | $568 | 12/31/2023 | Call | 8,200 | $453 | 12/31/2023 | Put | 1,700 | $94 | 12/31/2023 | Roanoke Asset Management Corp NY | 13,440 | $918 | 03/31/2024 | UYG | 13,440 | $918 | 03/31/2024 | Kestra Advisory Services LLC | 16,035 | $885 | 12/31/2023 | UYG | 16,035 | $885 | 12/31/2023 | Synovus Financial Corp | 15,000 | $828 | 12/31/2023 | UYG | 15,000 | $828 | 12/31/2023 | Capital Investment Counsel Inc | 9,555 | $653 | 03/31/2024 | UYG | 9,555 | $653 | 03/31/2024 | CI Private Wealth LLC | 9,120 | $623 | 03/31/2024 | UYG | 9,120 | $623 | 03/31/2024 | CIBC Private Wealth Group LLC | 9,000 | $606 | 03/31/2024 | UYG | 9,000 | $606 | 03/31/2024 | The PNC Financial Services Group Inc. | 8,190 | $560 | 03/31/2024 | UYG | 8,190 | $560 | 03/31/2024 | UBS Group AG | 7,860 | $537 | 03/31/2024 | UYG | 7,860 | $537 | 03/31/2024 | Tower Research Capital LLC TRC | 9,335 | $515 | 12/31/2023 | UYG | 9,335 | $515 | 12/31/2023 | LPL Financial LLC | 6,834 | $467 | 03/31/2024 | UYG | 6,834 | $467 | 03/31/2024 | Chicago Partners Investment Group LLC | 6,718 | $435 | 03/31/2024 | UYG | 6,718 | $435 | 03/31/2024 | Blair William & Co. IL | 6,180 | $422 | 03/31/2024 | UYG | 6,180 | $422 | 03/31/2024 | Wsfs Capital Management LLC | 5,502 | $376 | 03/31/2024 | UYG | 5,502 | $376 | 03/31/2024 | TrinityPoint Wealth LLC | 5,484 | $375 | 03/31/2024 | UYG | 5,484 | $375 | 03/31/2024 | Cerity Partners LLC | 6,000 | $331 | 12/31/2023 | UYG | 6,000 | $331 | 12/31/2023 | Savant Capital LLC | 4,250 | $290 | 03/31/2024 | UYG | 4,250 | $290 | 03/31/2024 | Kennedy Investment Group | 4,100 | $280 | 03/31/2024 | UYG | 4,100 | $280 | 03/31/2024 | Truist Financial Corp | 3,600 | $246 | 03/31/2024 | UYG | 3,600 | $246 | 03/31/2024 | Qube Research & Technologies Ltd | 3,822 | $211 | 12/31/2023 | UYG | 3,822 | $211 | 12/31/2023 | Good Life Advisors LLC | 3,069 | $210 | 03/31/2024 | UYG | 3,069 | $210 | 03/31/2024 | Private Advisor Group LLC | 3,000 | $205 | 03/31/2024 | UYG | 3,000 | $205 | 03/31/2024 | SRS Capital Advisors Inc. | 2,686 | $148 | 12/31/2023 | UYG | 2,686 | $148 | 12/31/2023 | Harbor Investment Advisory LLC | 2,100 | $143 | 03/31/2024 | UYG | 2,100 | $143 | 03/31/2024 | Morgan Stanley | 2,408 | $133 | 12/31/2023 | UYG | 2,408 | $133 | 12/31/2023 | Highlander Capital Management LLC | 1,850 | $102 | 12/31/2023 | UYG | 1,850 | $102 | 12/31/2023 | Bank of America Corp DE | 1,815 | $100 | 12/31/2023 | UYG | 1,815 | $100 | 12/31/2023 | Citigroup Inc. | 1,435 | $98 | 03/31/2024 | UYG | 1,435 | $98 | 03/31/2024 | Spire Wealth Management | 1,269 | $87 | 03/31/2024 | UYG | 1,269 | $87 | 03/31/2024 | Bank of Montreal Can | 1,129 | $63 | 12/31/2023 | UYG | 1,129 | $63 | 12/31/2023 | GWM Advisors LLC | 1,133 | $63 | 12/31/2023 | UYG | 1,133 | $63 | 12/31/2023 | CWM LLC | 900 | $61 | 03/31/2024 | UYG | 900 | $61 | 03/31/2024 | US Bancorp DE | 600 | $41 | 03/31/2024 | UYG | 600 | $41 | 03/31/2024 | Main Street Group LTD | 600 | $33 | 12/31/2023 | UYG | 600 | $33 | 12/31/2023 | Hartford Financial Management Inc. | 420 | $29 | 03/31/2024 | UYG | 420 | $29 | 03/31/2024 | Colonial Trust Advisors | 300 | $17 | 12/31/2023 | UYG | 300 | $17 | 12/31/2023 | Vima LLC | 246 | $14 | 12/31/2023 | UYG | 246 | $14 | 12/31/2023 | Valley National Advisers Inc. | 120 | $8 | 03/31/2024 | UYG | 120 | $8 | 03/31/2024 | Geneos Wealth Management Inc. | 102 | $7 | 03/31/2024 | UYG | 102 | $7 | 03/31/2024 | Hazlett Burt & Watson Inc. | 60 | $4 | 03/31/2024 | UYG | 60 | $4 | 03/31/2024 | Wells Fargo & Company MN | 1 | $0 | 03/31/2024 | UYG | 1 | $0 | 03/31/2024 | Proequities Inc. | 0 | $0 | 03/31/2024 | UYG | 0 | $0 | 03/31/2024 | Hollencrest Capital Management | 5 | $0 | 03/31/2024 | UYG | 5 | $0 | 03/31/2024 |
See All: Funds Holding UYG
See Details: Top 10 Hedge Funds Holding UYG
Also See: UYG Holdings Changes
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