§ N/A
USD · N/AUTG
UTG
USDSector · N/A
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
145 increased/new, 56 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 1.4M | 0.0% | +27% |
| Morgan Stanley IM | 1.1M | 0.0% | −47% |
| LPL Financial LLC | 819K | 0.0% | +5% |
| ROYAL BANK OF CANADA | 451K | 0.0% | +8% |
| EverSource Wealth Advisors, LLC | 520K | 0.3% | +25979% |
| COMMONWEALTH EQUITY SERVICES, LLC | 424K | 0.0% | −20% |
◇ AC INTELLIGENCE
Top institutional owners for UTG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.8% · 0 holders
SYSTEMATIC / QUANT2.8% · 1 holder
OTHER0.2% · 217 holders
DEALER / BANK0.1% · 20 holders
QUALITY / COMPOUNDER0.0% · 1 holder
PASSIVE / INDEX0.0% · 2 holders
INCOME / DEFENSIVE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for UTG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention UTG yet.