Catatan efek · kuartal yang diarsipkan
UTG
nama menunggu ingest profil
40Pemegang yang dilacak
0Δ pemegang
7.37MSaham yang dipegang
$268.89MNilai yang dilaporkan
+1Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +0.9% · posisi baru bersih 0.0% · formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.07M | n/a | $39.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.07M | +6.8% | $39.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 779.45K | n/a | $28.51M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 679.29K | n/a | $24.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 535.37K | n/a | $19.58M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 6 | Commonwealth Equity Services, Llc | 530.18K | n/a | $19.39M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 368.94K | n/a | $13.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Captrust Financial Advisors | 343.17K | n/a | $12.55M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 328.54K | n/a | $12.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Stifel Financial Corp | 283.61K | n/a | $10.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 255.31K | n/a | $9.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | UBS Group AG | 221.14K | n/a | $8.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 168.57K | n/a | $6.17M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Lido Advisors, LLC | 150.03K | n/a | $5.94M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 118.98K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 66.35K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 57.45K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | First Trust Advisors Lp | 53.44K | n/a | $1.95M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 52.94K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Mml Investors Services, Llc | 30.85K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 24.73K | n/a | $904,624 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 23.79K | n/a | $870,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Corient Private Wealth LP | 55.04K | n/a | $698,690 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | HighTower Advisors, LLC | 18.59K | n/a | $680,033 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Focus Partners Wealth | 15.64K | n/a | $589,918 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 15.76K | n/a | $576,414 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 13.12K | n/a | $479,747 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Envestnet Asset Management Inc | 8.43K | n/a | $308,204 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 8.26K | n/a | $302,303 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Jane Street Group, Llc | 8.19K | n/a | $299,737 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Invesco Ltd. | 6.42K | n/a | $234,734 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 3.56K | -50.2% | $130,078 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Assetmark, Inc | 2.17K | n/a | $79,232 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 1.76K | n/a | $64,381 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 1.53K | n/a | $55,967 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 950 | n/a | $34,751 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 540 | n/a | $19,742 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rhumbline Advisers | 108 | n/a | $3,964 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 20 | Baru | $732 | 0.0% | New | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 3 | n/a | $110 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fidelity (FMR) | $732 | 0.0% |
Telah keluar
| BlackRock | $7,607 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 240 pemegang, 122.74M saham, $490.97M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
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