Stock
UITB
| Ownership Count: | 172 |
| Ownership Count: | 172 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 0.88% |
Added 0.05%
|
18,295,671 | $840,869,000.0 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.06% |
Reduced 1.84%
|
6,451,374 | $296,505,000.0 |
| MORGAN STANLEY | 0.01% |
Added 9.53%
|
2,313,181 | $106,313,000.0 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | 3.26% |
No Change
|
2,154,495 | $99,020,000.0 |
| Bogart Wealth, LLC | 3.88% |
Added 36.86%
|
1,760,244 | $80,900,000.0 |
| Orion Portfolio Solutions, LLC | 0.74% |
Reduced 1.88%
|
1,543,057 | $70,918,000.0 |
| LPL Financial LLC | 0.02% |
Added 108.25%
|
1,253,462 | $57,609,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.01% |
No Change
|
783,160 | $35,994,000.0 |
| RIVERSEDGE ADVISORS, LLC | 7.41% |
Added 4.60%
|
695,989 | $31,987,000.0 |
| PRIVATE CAPITAL MANAGEMENT LLC | 5.89% |
Added 100.22%
|
629,043 | $28,910,000.0 |
| Allen Capital Group, LLC | 3.17% |
Added 6.76%
|
545,854 | $25,087,000.0 |
| Allworth Financial LP | 0.13% |
Added 15.37%
|
517,352 | $23,782,000.0 |
| Cetera Investment Advisers | 0.05% |
Added 9.54%
|
513,320 | $23,592,000.0 |
| MBL Wealth, LLC | 2.81% |
Added 14.53%
|
512,997 | $24,587,000.0 |
| Advisor Group Holdings, Inc. | 0.08% |
Added 0.42%
|
496,895 | $23,811,000.0 |