Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
40 tracked funds added or opened UTG while 14 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2026-Q1 and 2026-Q2, across 253 tracked filers holding UTG, 138 increased or opened the position and 78 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 2026-Q1 and 2026-Q2 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 8
- J.W. COLE ADVISORS, INC.$13M
- STEVENS CAPITAL PARTNERS$2M
- Red Door Wealth Management, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- WOLVERINE ASSET MANAGEMENT LLC$1M
- Pasadena Private Wealth, LLC$668K
Full exits 8
- Janney Montgomery Scott LLC$4M
- Cambridge Investment Research Advisors, Inc.$4M
- CENTAURUS FINANCIAL, INC.$2M
- COHEN & STEERS, INC.$2M
- WEDBUSH SECURITIES INC$1M
- HighTower Advisors, LLC$1M
Largest adds
- RAYMOND JAMES FINANCIAL INC$8M
- NewEdge Advisors, LLC$7M
- Gerald Baker Financial Group LLC$5M
- MORGAN STANLEY$4M
- LPL Financial LLC$4M
- OSAIC HOLDINGS, INC.$2M
Largest trims
- EverSource Wealth Advisors, LLC$17M
- Lido Advisors, LLC$2M
- GUGGENHEIM CAPITAL LLC$2M
- ROYAL BANK OF CANADA$952K
- Summit Financial, LLC$487K
- CreativeOne Wealth, LLC$399K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Ascentis Wealth Management, LLC added | 1,860,629 | $2M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,307,405 | $53M | 10.5% | 2026-Q2 |
| MORGAN STANLEY added | 1,205,092 | $49M | 9.7% | 2026-Q2 |
| LPL Financial LLC added | 877,625 | $36M | 7.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 694,103 | $28M | 5.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 548,908 | $22M | 4.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 532,580 | $22M | 4.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 437,513 | $18M | 3.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 380,508 | $15M | 3.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 325,955 | $13M | 2.6% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 323,107 | $13M | 2.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 296,826 | $12M | 2.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 292,537 | $12M | 2.4% | 2026-Q2 |
| UBS Group AG added | 287,252 | $12M | 2.3% | 2026-Q2 |
| Gerald Baker Financial Group LLC added | 250,323 | $10M | 2.0% | 2026-Q2 |
| OAK FAMILY ADVISORS, LLC added | 247,979 | $10M | 2.0% | 2026-Q2 |
| Magnus Financial Group LLC added | 238,730 | $10M | 1.9% | 2026-Q2 |
| Sterling Investment Advisors, Ltd. trimmed | 189,654 | $8M | 1.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 172,636 | $7M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 161,288 | $7M | 1.3% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 159,511 | $6M | 1.3% | 2026-Q2 |
| JBR Co Financial Management Inc added | 142,777 | $6M | 1.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 140,096 | $6M | 1.1% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC added | 111,666 | $5M | 0.9% | 2026-Q2 |
| Mariner, LLC trimmed | 108,647 | $4M | 0.9% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 98,304 | $4M | 0.8% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 94,789 | $4M | 0.8% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 89,708 | $4M | 0.7% | 2026-Q2 |
| REAVES W H & CO INC added | 85,747 | $3M | 0.7% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 82,301 | $3M | 0.7% | 2026-Q2 |
| WEALTH EFFECTS LLC trimmed | 81,985 | $3M | 0.7% | 2026-Q2 |
| Smith Asset Management Co., LLC trimmed | 73,879 | $3M | 0.6% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 71,431 | $3M | 0.6% | 2026-Q2 |
| &PARTNERS added | 70,610 | $3M | 0.6% | 2026-Q2 |
| NWF Advisory Services Inc. added | 69,225 | $3M | 0.6% | 2026-Q2 |
| Jefferies Financial Group Inc. added | 68,546 | $3M | 0.6% | 2026-Q2 |
| LongView Wealth Management trimmed | 67,338 | $3M | 0.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 63,136 | $3M | 0.5% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 56,442 | $2M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 56,303 | $2M | 0.5% | 2026-Q2 |
| STEVENS CAPITAL PARTNERS new | 56,038 | $2M | 0.5% | 2026-Q2 |
| LANARK FINANCIAL, INC. added | 54,264 | $2M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 52,218 | $2M | 0.4% | 2026-Q2 |
| GRIFFIN ASSET MANAGEMENT, INC. added | 51,635 | $2M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 51,586 | $2M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 51,503 | $2M | 0.4% | 2026-Q2 |
| Samalin Investment Counsel, LLC added | 49,883 | $2M | 0.4% | 2026-Q2 |
| Kercheville Advisors, LLC added | 49,353 | $2M | 0.4% | 2026-Q2 |
| Strategic Family Wealth Counselors, L.L.C. trimmed | 48,173 | $2M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 47,690 | $2M | 0.4% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 45,914 | $2M | 0.4% | 2026-Q2 |
| Wright Wealth LLC | 44,805 | $2M | 0.4% | 2026-Q2 |
| Aegis Wealth Management, Inc. trimmed | 40,437 | $2M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 40,268 | $2M | 0.3% | 2026-Q2 |
| XTX Topco Ltd added | 37,884 | $2M | 0.3% | 2026-Q2 |
| Sigma Planning Corp added | 37,286 | $2M | 0.3% | 2026-Q2 |
| AlphaCore Capital LLC added | 35,703 | $1M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 35,583 | $1M | 0.3% | 2026-Q2 |
| Red Door Wealth Management, LLC new | 35,128 | $1M | 0.3% | 2026-Q2 |
| Beacon Capital Management, Inc. | 34,500 | $1M | 0.3% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 32,738 | $1M | 0.3% | 2026-Q2 |
| World Investment Advisors trimmed | 32,275 | $1M | 0.3% | 2026-Q2 |
| STEPHENS INC /AR/ added | 30,911 | $1M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 30,103 | $1M | 0.2% | 2026-Q2 |
| Merrion Investment Management Co, LLC added | 30,000 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 29,456 | $1M | 0.2% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 29,012 | $1M | 0.2% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC added | 28,847 | $1M | 0.2% | 2026-Q2 |
| MATRIX PRIVATE CAPITAL GROUP LLC added | 28,429 | $1M | 0.2% | 2026-Q2 |
| Carnegie Lake Advisors LLC trimmed | 26,296 | $1M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 26,288 | $1M | 0.2% | 2026-Q2 |
| PMG Family Office LLC added | 25,948 | $1M | 0.2% | 2026-Q2 |
| Westbourne Investment Advisors, Inc. | 25,600 | $1M | 0.2% | 2026-Q2 |
| XML Financial, LLC trimmed | 25,359 | $1M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 24,846 | $1M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 24,546 | $999K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 23,995 | $977K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 23,284 | $948K | 0.2% | 2026-Q2 |
| Future Financial Wealth Managment LLC trimmed | 22,635 | $915K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 22,294 | $908K | 0.2% | 2026-Q2 |
| MONETARY MANAGEMENT GROUP INC added | 22,000 | $896K | 0.2% | 2026-Q2 |
| Atlanta Consulting Group Advisors, LLC added | 20,938 | $853K | 0.2% | 2026-Q2 |
| Atlas Brown,Inc. trimmed | 19,998 | $814K | 0.2% | 2026-Q2 |
| MAI Capital Management added | 19,856 | $809K | 0.2% | 2026-Q2 |
| Welch Group, LLC | 19,729 | $803K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 19,393 | $790K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 19,387 | $789K | 0.2% | 2026-Q2 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 19,260 | $784K | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 18,558 | $756K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 18,013 | $733K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 17,942 | $731K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 17,875 | $728K | 0.1% | 2026-Q2 |
| Visionary Wealth Advisors added | 17,366 | $707K | 0.1% | 2026-Q2 |
| Compound Planning, Inc. trimmed | 17,202 | $700K | 0.1% | 2026-Q2 |
| Castle Rock Wealth Management, LLC trimmed | 17,200 | $687K | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC added | 17,096 | $696K | 0.1% | 2026-Q2 |
| PFG Investments, LLC added | 17,064 | $695K | 0.1% | 2026-Q2 |
| Brookstone Capital Management trimmed | 17,036 | $694K | 0.1% | 2026-Q2 |
| Sunpointe, LLC added | 16,760 | $682K | 0.1% | 2026-Q2 |
| Pasadena Private Wealth, LLC new | 16,394 | $668K | 0.1% | 2026-Q2 |
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.