Among active 13F managers last quarter, 2 opened and 31 added, while 12 reduced; the largest holder to move was J.W. Cole Advisors, Inc. (added).
234 tracked 13F filers disclose a position in UTG as of the latest SEC 13F filings, a combined $492.2M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp | 1.4M | $53.5M | ▲+27% Added · +291K sh | Q1 2026 | |
| 2 | Morgan Stanley | 1.1M | $44.7M | ▲+6.4% Added · +69K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 819K | $32.2M | ▲+5.1% Added · +40K sh | Q1 2026 | |
| 4 | Wells Fargo & Company | 708K | $27.8M | ▲+4.2% Added · +28K sh | Q1 2026 | |
| 5 | Royal Bank Of Canada | 576K | $22.6M | ▲+7.7% Added · +41K sh | Q1 2026 | |
| 6 | Commonwealth Equity Services, LLC | 424K | $16.7M | ▼−20% Reduced · −106K sh | Q1 2026 | |
| 7 | Raymond James Financial Inc | 359K | $14.1M | ▲+9.3% Added · +31K sh | Q1 2026 | |
| 8 | Ameriprise Financial Inc | 332K | $13.0M | ▼−9.9% Reduced · −37K sh | Q1 2026 | |
| 9 | J.W. Cole Advisors, Inc. | 323K | $13.2M | ▲Added Added · +323K sh | Q2 2026 | |
| 10 | Stifel Financial Corp | 298K | $11.7M | ▲+5.2% Added · +15K sh | Q1 2026 | |
| 11 | UBS Group AG | 262K | $10.3M | ▲+19% Added · +41K sh | Q1 2026 | |
| 12 | Osaic Holdings, Inc. | 254K | $10.0M | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 13 | Gerald Baker Financial Group LLC | 250K | $10.2M | ▲+5.6% Added · +13K sh | Q2 2026 | |
| 14 | Oak Family Advisors, LLC | 248K | $10.1M | ▲+7.6% Added · +18K sh | Q2 2026 | |
| 15 | Magnus Financial Group LLC | 239K | $9.7M | ▲+3.7% Added · +8K sh | Q2 2026 | |
| 16 | Sterling Investment Advisors, Ltd. | 190K | $7.7M | ▼−1.4% Reduced · −3K sh | Q2 2026 | |
| 17 | NewEdge Advisors, LLC | 173K | $7.0M | ▲+111% Added · +91K sh | Q2 2026 | |
| 18 | Cetera Investment Advisers | 165K | $6.5M | ▼−2.0% Reduced · −3K sh | Q1 2026 | |
| 19 | Wealthspire Advisors, LLC | 152K | $6.0M | ▲+5.2% Added · +8K sh | Q1 2026 | |
| 20 | JBR Co Financial Management Inc | 143K | $5.8M | ▲+0.5% Added · +665 sh | Q2 2026 | |
| 21 | Private Advisor Group, LLC | 140K | $5.7M | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 22 | Guggenheim Capital LLC | 133K | $5.2M | ▼−0.6% Reduced · −835 sh | Q1 2026 | |
| 23 | HBW Advisory Services LLC | 112K | $4.5M | ▲+0.7% Added · +757 sh | Q2 2026 | |
| 24 | Mariner, LLC | 111K | $4.4M | ▼−6.5% Reduced · −8K sh | Q1 2026 | |
| 25 | Lido Advisors, LLC | 98K | $4.0M | ▼−35% Reduced · −52K sh | Q2 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, 2 funds opened a new position in UTG and 31 added to an existing one, while 12 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 125 funds | $5.4B |
| Apple IncAAPL | 124 funds | $9.5B |
| Amazon.com IncAMZN | 123 funds | $4.5B |
| Nvidia CorpNVDA | 121 funds | $8.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 119 funds | $5.3B |
| Alphabet Inc-CL AGOOGL | 119 funds | $3.7B |
| Johnson & JohnsonJNJ | 118 funds | $1.6B |
| Alphabet Inc-CL CGOOG | 117 funds | $3.0B |
| Walmart IncWMT | 116 funds | $1.7B |
| Chevron CorpCVX | 116 funds | $1.0B |
| JPMorgan Chase & CoJPM | 115 funds | $2.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 115 funds | $2.1B |
Ranked by how many of UTG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UTG.
Connected entities for UTG
This ETF 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 + quarter-over-quarter ownership changes + 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.