The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query UTG owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UTG"
Use Arkolith to show who owns UTG, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lido Advisors, LLC | $5.9M | 151K | ▲+0.4% Added · +554 sh | Q1 2026 | |
| 2 | Private Advisor Group, LLC | $5.4M | 138K | ▼−0.6% Reduced · −772 sh | Q1 2026 | |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $3.4M | 87K | ▼−1.1% Reduced · −1K sh | Q1 2026 | |
| 4 | REAVES W H & CO INC | $3.3M | 85K | ▲+1.5% Added · +1K sh | Q1 2026 | |
| 5 | NewEdge Advisors, LLC | $3.2M | 82K | ▼−11% Reduced · −10K sh | Q1 2026 | |
| 6 | OPPENHEIMER & CO INC | $2.9M | 74K | ▲+15% Added · +10K sh | Q1 2026 | |
| 7 | &PARTNERS | $2.7M | 69K | ▲+51% Added · +23K sh | Q1 2026 | |
| 8 | Jefferies Financial Group Inc. | $2.5M | 63K | ▲+100% Added · +31K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $2.2M | 56K | ▲+10% Added · +5K sh | Q1 2026 | |
| 10 | CENTAURUS FINANCIAL, INC. | $2.2M | 56K | ▼−1.5% Reduced · −835 sh | Q1 2026 | |
| 11 | Stratos Wealth Partners, LTD. | $2.0M | 52K | ▲+4.4% Added · +2K sh | Q1 2026 | |
| 12 | Steward Partners Investment Advisory, LLC | $2.0M | 50K | ▲+45% Added · +16K sh | Q1 2026 | |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 45K | ▼−33% Reduced · −22K sh | Q1 2026 | |
| 14 | INTEGRITY ALLIANCE, LLC. | $1.7M | 43K | ▲+13% Added · +5K sh | Q1 2026 | |
| 15 | Sowell Financial Services LLC | $1.5M | 39K | ▼−28% Reduced · −16K sh | Q1 2026 | |
| 16 | Sigma Planning Corp | $1.5M | 37K | ▲+0.4% Added · +147 sh | Q1 2026 | |
| 17 | Beacon Capital Management, Inc. | $1.4M | 35K | —Held | Q1 2026 | |
| 18 | CreativeOne Wealth, LLC | $1.3M | 34K | ▲+0.7% Added · +231 sh | Q1 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $1.2M | 31K | ▼−0.1% Reduced · −38 sh | Q1 2026 | |
| 20 | STEPHENS INC /AR/ | $1.2M | 30K | ▼−1.0% Reduced · −300 sh | Q1 2026 | |
| 21 | CWM, LLC | $867K | 22K | ▼−7.2% Reduced · −2K sh | Q1 2026 | |
| 22 | Sanctuary Advisors, LLC | $840K | 21K | ▲+6.6% Added · +1K sh | Q1 2026 | |
| 23 | Prospera Financial Services Inc | $739K | 19K | ▼−2.0% Reduced · −377 sh | Q1 2026 | |
| 24 | DAVENPORT & Co LLC | $718K | 18K | ▲+0.2% Added · +32 sh | Q1 2026 | |
| 25 | HBK Sorce Advisory LLC | $717K | 17K | ▲+20% Added · +3K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 30, 2025 | Rhame Joseph Burns III | Insider | Other (J) | 35 | $1K |
| Oct 30, 2025 | Rhame Joseph Burns III | Insider | Other (J) | 22 | $846 |
| Oct 23, 2025 | Rhame Joseph Burns III | Insider | Buy (P) | 3K | $102K |
| Sep 30, 2025 | Rhame Joseph Burns III | Insider | Other (J) | 34 | $1K |
| Sep 30, 2025 | Rhame Joseph Burns III | Insider | Other (J) | 22 | $857 |
| Aug 29, 2025 | Rhame Joseph Burns III | Insider | Other (J) | 22 | $835 |
| Aug 29, 2025 | Rhame Joseph Burns III | Insider | Other (J) | 35 | $1K |
| Jul 31, 2025 | Rhame Joseph Burns III | Insider | Other (J) | 34 | $1K |
| Jul 31, 2025 | Rhame Joseph Burns III | Insider | Other (J) | 22 | $839 |
| Jun 28, 2025 | Rhame Joseph Burns III | Insider | Other (J) | 35 | $1K |
| Jun 28, 2025 | Rhame Joseph Burns III | Insider | Other (J) | 22 | $798 |
| May 30, 2025 | Rhame Joseph Burns III | Insider | Other (J) | 23 | $792 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 72 funds | $20.2B |
| BROADCOM INCAVGO | 72 funds | $7.3B |
| JOHNSON & JOHNSONJNJ | 72 funds | $4.1B |
| SS TECHNOLOGY SELECT SECTORXLK | 72 funds | $2.4B |
| VERIZON COMMUNICATIONS INCVZ | 72 funds | $1.6B |
| GE VERNOVA INCGEV | 72 funds | $1.6B |
| PHILIP MORRIS INTERNATIONALPM | 72 funds | $1.3B |
| SS ENERGY SELECT SECTORXLE | 72 funds | $1.2B |
| UNION PACIFIC CORPUNP | 72 funds | $1.1B |
| NVIDIA CORPNVDA | 71 funds | $17.6B |
| MICROSOFT CORPMSFT | 71 funds | $15.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 71 funds | $12.8B |
Ranked by how many of UTG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UTG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.