Who owns UTG (UTG)
Which tracked institutional funds hold UTG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UTG company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on UTG is one-sided between 2025-Q4 and 2026-Q1: 41 added or opened and 11 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UTG’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UTG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in UTG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 241 tracked filers holding UTG, 140 increased or opened the position and 73 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UTG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Gerald Baker Financial Group LLC$5M
- Summit Financial, LLC$688K
Full exits 4
- Cornerstone Advisors, LLC$11M
- J.W. COLE ADVISORS, INC.$3M
- Edge Financial Advisors LLC$1M
- COMERICA BANK$853K
Largest adds
- EverSource Wealth Advisors, LLC$17M
- BANK OF AMERICA CORP /DE/$14M
- MORGAN STANLEY$6M
- LPL Financial LLC$4M
- ROYAL BANK OF CANADA$3M
- WELLS FARGO & COMPANY/MN$3M
Largest trims
- NewEdge Advisors, LLC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$3M
- World Investment Advisors$963K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$697K
- Sowell Financial Services LLC$464K
- AMERIPRISE FINANCIAL INC$449K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 1,361,230 | $53M | 10.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,138,657 | $45M | 9.0% | 2026-Q1 |
| LPL Financial LLC added | 819,415 | $32M | 6.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 707,581 | $28M | 5.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 576,373 | $23M | 4.5% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 519,585 | $17M | 3.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 424,402 | $17M | 3.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 365,861 | $14M | 2.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 359,278 | $14M | 2.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 332,261 | $13M | 2.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 298,420 | $12M | 2.3% | 2026-Q1 |
| UBS Group AG added | 262,401 | $10M | 2.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 253,611 | $10M | 2.0% | 2026-Q1 |
| OAK FAMILY ADVISORS, LLC added | 230,396 | $9M | 1.8% | 2026-Q1 |
| Magnus Financial Group LLC trimmed | 230,239 | $9M | 1.8% | 2026-Q1 |
| Sterling Investment Advisors, Ltd. added | 192,424 | $8M | 1.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 165,248 | $6M | 1.3% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 151,869 | $6M | 1.2% | 2026-Q1 |
| Lido Advisors, LLC added | 150,589 | $6M | 1.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 138,375 | $5M | 1.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 132,699 | $5M | 1.0% | 2026-Q1 |
| JBR Co Financial Management Inc | 142,112 | $5M | 1.0% | 2026-Q1 |
| Gerald Baker Financial Group LLC new | 156,483 | $5M | 1.0% | 2026-Q1 |
| Mariner, LLC trimmed | 111,222 | $4M | 0.9% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 111,125 | $4M | 0.9% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 110,909 | $4M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 109,023 | $4M | 0.9% | 2026-Q1 |
| REAVES W H & CO INC added | 84,562 | $3M | 0.7% | 2026-Q1 |
| WEALTH EFFECTS LLC added | 82,866 | $3M | 0.7% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 82,341 | $3M | 0.6% | 2026-Q1 |
| Smith Asset Management Co., LLC trimmed | 75,380 | $3M | 0.6% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 74,358 | $3M | 0.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 73,136 | $3M | 0.6% | 2026-Q1 |
| LongView Wealth Management added | 67,380 | $3M | 0.6% | 2026-Q1 |
| &PARTNERS added | 68,960 | $3M | 0.5% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 62,870 | $2M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 58,129 | $2M | 0.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 57,120 | $2M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 56,064 | $2M | 0.4% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 55,782 | $2M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 54,706 | $2M | 0.4% | 2026-Q1 |
| COHEN & STEERS, INC. added | 53,000 | $2M | 0.4% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 51,854 | $2M | 0.4% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 51,079 | $2M | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 50,113 | $2M | 0.4% | 2026-Q1 |
| Strategic Family Wealth Counselors, L.L.C. added | 49,895 | $2M | 0.4% | 2026-Q1 |
| NWF Advisory Services Inc. added | 49,723 | $2M | 0.4% | 2026-Q1 |
| Kercheville Advisors, LLC trimmed | 47,645 | $2M | 0.4% | 2026-Q1 |
| GRIFFIN ASSET MANAGEMENT, INC. trimmed | 46,390 | $2M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 44,593 | $2M | 0.4% | 2026-Q1 |
| Wright Wealth LLC added | 44,805 | $2M | 0.4% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 43,497 | $2M | 0.3% | 2026-Q1 |
| Aegis Wealth Management, Inc. trimmed | 41,958 | $2M | 0.3% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 39,143 | $2M | 0.3% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 37,425 | $1M | 0.3% | 2026-Q1 |
| Ascentis Wealth Management, LLC added | 37,311 | $1M | 0.3% | 2026-Q1 |
| Sigma Planning Corp added | 37,095 | $1M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 36,658 | $1M | 0.3% | 2026-Q1 |
| Samalin Investment Counsel, LLC added | 35,875 | $1M | 0.3% | 2026-Q1 |
| Beacon Capital Management, Inc. | 34,500 | $1M | 0.3% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 34,296 | $1M | 0.3% | 2026-Q1 |
| World Investment Advisors trimmed | 32,455 | $1M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 31,806 | $1M | 0.3% | 2026-Q1 |
| Creative Planning added | 30,972 | $1M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 30,816 | $1M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 29,857 | $1M | 0.2% | 2026-Q1 |
| Merrion Investment Management Co, LLC added | 27,500 | $1M | 0.2% | 2026-Q1 |
| Carnegie Lake Advisors LLC trimmed | 26,447 | $1M | 0.2% | 2026-Q1 |
| XML Financial, LLC trimmed | 25,904 | $1M | 0.2% | 2026-Q1 |
| Future Financial Wealth Managment LLC trimmed | 24,202 | $1M | 0.2% | 2026-Q1 |
| PMG Family Office LLC added | 25,712 | $1M | 0.2% | 2026-Q1 |
| Westbourne Investment Advisors, Inc. added | 25,600 | $1M | 0.2% | 2026-Q1 |
| MATRIX PRIVATE CAPITAL GROUP LLC added | 23,952 | $941K | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 22,081 | $867K | 0.2% | 2026-Q1 |
| MONETARY MANAGEMENT GROUP INC added | 21,500 | $845K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 21,392 | $840K | 0.2% | 2026-Q1 |
| Atlanta Consulting Group Advisors, LLC added | 20,889 | $821K | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 20,679 | $812K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 20,495 | $805K | 0.2% | 2026-Q1 |
| Atlas Brown,Inc. added | 20,461 | $804K | 0.2% | 2026-Q1 |
| Welch Group, LLC | 19,729 | $775K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 19,445 | $764K | 0.2% | 2026-Q1 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC added | 19,260 | $757K | 0.2% | 2026-Q1 |
| Mission Hills Financial Advisory, LLC added | 19,029 | $747K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 18,801 | $739K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 18,283 | $718K | 0.1% | 2026-Q1 |
| HBK Sorce Advisory LLC added | 16,868 | $717K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC trimmed | 17,753 | $697K | 0.1% | 2026-Q1 |
| Focus Partners Wealth added | 17,699 | $695K | 0.1% | 2026-Q1 |
| Cornerstone Advisors, LLC trimmed | 294,426 | $11M | 2.2% | 2025-Q4 stale |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 129,661 | $5M | 1.0% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. trimmed | 358,292 | $3M | 0.5% | 2025-Q4 stale |
| Consolidated Portfolio Review Corp trimmed | 64,774 | $3M | 0.5% | 2025-Q3 stale |
| Good Life Advisors, LLC added | 67,552 | $2M | 0.5% | 2025-Q2 stale |
| Quarry LP new | 47,913 | $2M | 0.4% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. trimmed | 50,949 | $2M | 0.4% | 2025-Q2 stale |
| Newbridge Financial Services Group, Inc. added | 29,296 | $1M | 0.2% | 2025-Q3 stale |
| Edge Financial Advisors LLC added | 29,700 | $1M | 0.2% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 29,554 | $962K | 0.2% | 2025-Q1 stale |
| COMERICA BANK added | 23,328 | $853K | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.