201 tracked 13F filers disclose a position in UTG as of the latest SEC 13F filings, a combined $470.8M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $53.5M | 1.4M | ▲+27% Added · +291K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $44.7M | 1.1M | ▲+6.4% Added · +69K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $32.2M | 819K | ▲+5.1% Added · +40K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $27.8M | 708K | ▲+4.2% Added · +28K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $22.6M | 576K | ▲+7.7% Added · +41K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $16.7M | 424K | ▼−20% Reduced · −106K sh | Q1 2026 | |
| 7 | Ascentis Wealth Management, LLC | Withheld | 372K | ▲+897% Added · +335K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $14.1M | 359K | ▲+9.3% Added · +31K sh | Q1 2026 | |
| 9 | AMERIPRISE FINANCIAL INC | $13.0M | 332K | ▼−9.9% Reduced · −37K sh | Q1 2026 | |
| 10 | J.W. COLE ADVISORS, INC. | $13.2M | 323K | ▲Added Added · +323K sh | Q2 2026 | |
| 11 | STIFEL FINANCIAL CORP | $11.7M | 298K | ▲+5.2% Added · +15K sh | Q1 2026 | |
| 12 | UBS Group AG | $10.3M | 262K | ▲+19% Added · +41K sh | Q1 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $10.0M | 254K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 14 | Gerald Baker Financial Group LLC | $10.2M | 250K | ▲+5.6% Added · +13K sh | Q2 2026 | |
| 15 | OAK FAMILY ADVISORS, LLC | $10.1M | 248K | ▲+7.6% Added · +18K sh | Q2 2026 | |
| 16 | Magnus Financial Group LLC | $9.7M | 239K | ▲+3.7% Added · +8K sh | Q2 2026 | |
| 17 | Sterling Investment Advisors, Ltd. | $7.7M | 190K | ▼−1.4% Reduced · −3K sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | $6.5M | 165K | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 19 | Wealthspire Advisors, LLC | $6.0M | 152K | ▲+5.2% Added · +8K sh | Q1 2026 | |
| 20 | Lido Advisors, LLC | $5.9M | 151K | ▲+0.4% Added · +554 sh | Q1 2026 | |
| 21 | JBR Co Financial Management Inc | $5.8M | 143K | ▲+0.5% Added · +665 sh | Q2 2026 | |
| 22 | Private Advisor Group, LLC | $5.7M | 140K | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 23 | GUGGENHEIM CAPITAL LLC | $5.2M | 133K | ▼−0.6% Reduced · −835 sh | Q1 2026 | |
| 24 | HBW ADVISORY SERVICES LLC | $4.5M | 112K | ▲+0.7% Added · +757 sh | Q2 2026 | |
| 25 | Mariner, LLC | $4.4M | 111K | ▼−6.5% Reduced · −8K 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.
Last quarter, 1 fund opened a new position in UTG and 33 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 109 funds | $8.7B |
| MICROSOFT CORPMSFT | 107 funds | $4.8B |
| AMAZON.COM INCAMZN | 106 funds | $4.0B |
| NVIDIA CORPNVDA | 105 funds | $7.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 103 funds | $4.5B |
| ALPHABET INC-CL AGOOGL | 103 funds | $3.2B |
| WALMART INCWMT | 103 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 102 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 101 funds | $2.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 101 funds | $1.9B |
| CHEVRON CORPCVX | 101 funds | $995.6M |
| ALPHABET INC-CL CGOOG | 100 funds | $2.5B |
Ranked by how many of UTG's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 26, 2026 | Rhame Joseph Burns III | Insider | Buy (P) | 500 | $21K |
| Jun 24, 2026 | Legg JoEllen | Director | Buy (P) | 580 | $25K |
| Oct 23, 2025 | Rhame Joseph Burns III | Insider | Buy (P) | 3K | $102K |
| Dec 16, 2024 | Legg JoEllen | Director | Buy (P) | 298 | $10K |
| Nov 15, 2024 | Legg JoEllen | Director | Buy (P) | 294 | $10K |
| Oct 15, 2024 | Legg JoEllen | Director | Buy (P) | 300 | $10K |
| Sep 17, 2024 | Legg JoEllen | Director | Buy (P) | 310 | $10K |
| Mar 25, 2024 | Legg JoEllen | Director | Buy (P) | 2K | $50K |
| Oct 23, 2023 | GRIMES THOMAS MICHAEL | Insider | Sell (S) | 15K | $360K |
| Mar 15, 2023 | Rhame Joseph Burns III | Insider | Buy (P) | 500 | $14K |
| Mar 15, 2023 | Rhame Joseph Burns III | Insider | Buy (P) | 500 | $14K |
| Mar 15, 2023 | Rhame Joseph Burns III | Insider | Buy (P) | 200 | $5K |
Connected entities for UTG
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UTG/capital-change-brief"
Use Arkolith's capital_change_brief for UTG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.