ETF · 756158101
Holders (tracked)
1
Combined shares
31,447
Combined value
$1.15M
Last close
$42.01
Quarter
2025Q4
Tracked holders · last 8 quarters
-1 vs previous quarter over the last 8.
Filing-implied avg cost: $36.58 · live $42.01
Who owns UTG
1 super-investors · 2025Q4
Tracked stake
31.4K
shares
Combined value
$1M
% of shares outstanding
—
shares-out unknown
Quarter action mix
Added1
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Jefferies Financial Group | 31.4K | $1M |
Who moved on this name in 2025Q4
Position changes reported for the latest quarter, grouped by direction.
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2017Q2 | 1 | $516K |
| 2017Q3 | 1 | $962K |
| 2017Q4 | 1 | $224K |
| 2018Q1 | 1 | $543K |
| 2022Q1 | 1 | $285K |
| 2022Q4 | 1 | $220K |
| 2023Q1 | 1 | $239K |
| 2025Q1 | 1 | $12K |
| 2025Q2 | 2 | $340K |
| 2025Q3 | 2 | $994K |
| 2025Q4 | 1 | $1.2M |