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Institutional Holders of UYG

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Toth Financial Advisory Corp89,668$6,126 03/31/2024
     UYG89,668$6,126 03/31/2024
HighTower Advisors LLC46,645$3,186 03/31/2024
     UYG46,645$3,186 03/31/2024
Susquehanna International Group LLP $2,309 03/31/2024
     Call39,000$2,664 03/31/2024
     Put5,200$355 03/31/2024
Cassaday & Co Wealth Management LLC30,801$2,104 03/31/2024
     UYG30,801$2,104 03/31/2024
Advisor Group Holdings Inc.18,378$1,256 03/31/2024
     UYG18,378$1,256 03/31/2024
9258 Wealth Management LLC17,450$1,192 03/31/2024
     UYG17,450$1,192 03/31/2024
Envestnet Asset Management Inc.18,145$1,002 12/31/2023
     UYG18,145$1,002 12/31/2023
Citadel Advisors LLC $927 12/31/2023
     UYG10,283$568 12/31/2023
     Call8,200$453 12/31/2023
     Put1,700$94 12/31/2023
Roanoke Asset Management Corp NY13,440$918 03/31/2024
     UYG13,440$918 03/31/2024
Kestra Advisory Services LLC16,035$885 12/31/2023
     UYG16,035$885 12/31/2023
Synovus Financial Corp15,000$828 12/31/2023
     UYG15,000$828 12/31/2023
Capital Investment Counsel Inc9,555$653 03/31/2024
     UYG9,555$653 03/31/2024
CI Private Wealth LLC9,120$623 03/31/2024
     UYG9,120$623 03/31/2024
CIBC Private Wealth Group LLC9,000$606 03/31/2024
     UYG9,000$606 03/31/2024
The PNC Financial Services Group Inc.8,190$560 03/31/2024
     UYG8,190$560 03/31/2024
UBS Group AG7,860$537 03/31/2024
     UYG7,860$537 03/31/2024
Tower Research Capital LLC TRC 9,335$515 12/31/2023
     UYG9,335$515 12/31/2023
LPL Financial LLC6,834$467 03/31/2024
     UYG6,834$467 03/31/2024
Chicago Partners Investment Group LLC6,718$435 03/31/2024
     UYG6,718$435 03/31/2024
Blair William & Co. IL6,180$422 03/31/2024
     UYG6,180$422 03/31/2024
Wsfs Capital Management LLC5,502$376 03/31/2024
     UYG5,502$376 03/31/2024
TrinityPoint Wealth LLC5,484$375 03/31/2024
     UYG5,484$375 03/31/2024
Cerity Partners LLC6,000$331 12/31/2023
     UYG6,000$331 12/31/2023
Savant Capital LLC4,250$290 03/31/2024
     UYG4,250$290 03/31/2024
Kennedy Investment Group4,100$280 03/31/2024
     UYG4,100$280 03/31/2024
Truist Financial Corp3,600$246 03/31/2024
     UYG3,600$246 03/31/2024
Qube Research & Technologies Ltd3,822$211 12/31/2023
     UYG3,822$211 12/31/2023
Good Life Advisors LLC3,069$210 03/31/2024
     UYG3,069$210 03/31/2024
Private Advisor Group LLC3,000$205 03/31/2024
     UYG3,000$205 03/31/2024
SRS Capital Advisors Inc.2,686$148 12/31/2023
     UYG2,686$148 12/31/2023
Harbor Investment Advisory LLC2,100$143 03/31/2024
     UYG2,100$143 03/31/2024
Morgan Stanley2,408$133 12/31/2023
     UYG2,408$133 12/31/2023
Highlander Capital Management LLC1,850$102 12/31/2023
     UYG1,850$102 12/31/2023
Bank of America Corp DE1,815$100 12/31/2023
     UYG1,815$100 12/31/2023
Citigroup Inc.1,435$98 03/31/2024
     UYG1,435$98 03/31/2024
Spire Wealth Management1,269$87 03/31/2024
     UYG1,269$87 03/31/2024
Bank of Montreal Can1,129$63 12/31/2023
     UYG1,129$63 12/31/2023
GWM Advisors LLC1,133$63 12/31/2023
     UYG1,133$63 12/31/2023
CWM LLC900$61 03/31/2024
     UYG900$61 03/31/2024
US Bancorp DE600$41 03/31/2024
     UYG600$41 03/31/2024
Main Street Group LTD600$33 12/31/2023
     UYG600$33 12/31/2023
Hartford Financial Management Inc.420$29 03/31/2024
     UYG420$29 03/31/2024
Colonial Trust Advisors300$17 12/31/2023
     UYG300$17 12/31/2023
Vima LLC246$14 12/31/2023
     UYG246$14 12/31/2023
Valley National Advisers Inc.120$8 03/31/2024
     UYG120$8 03/31/2024
Geneos Wealth Management Inc.102$7 03/31/2024
     UYG102$7 03/31/2024
Hazlett Burt & Watson Inc.60$4 03/31/2024
     UYG60$4 03/31/2024
Wells Fargo & Company MN1$0 03/31/2024
     UYG1$0 03/31/2024
Proequities Inc.0$0 03/31/2024
     UYG0$0 03/31/2024
Hollencrest Capital Management5$0 03/31/2024
     UYG5$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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