UTEN

F/M US Treasury 10 Year Note$42.27 0.39%
UnclassifiedUSCUSIP 74933W536· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
51
-30 QoQ
13F Value (tracked)
$200.5M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)13 adding · 4 trimming
Insider net (180d)$0

Price & smart-money activity

$42.27 0.39%4Y -15.2%
$41.08$43.43$45.77$48.12$50.472022202320242025202622232447335839313585
Hover for who · click for detailEnd-of-day closing prices52w $42.27 – $44.86

Who owns UTEN?

51 tracked 13F filers

51 tracked 13F filers disclose a position in UTEN as of the latest SEC 13F filings, a combined $200.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Equitable Holdings, Inc.
$37.2M
845K
+21%
Added · +147K sh
Q1 2026
2ALTFEST L J & CO INC
$35.9M
832K
+1.3%
Added · +11K sh
Q2 2026
3WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
$25.8M
598K
+0.6%
Added · +4K sh
Q2 2026
4MORGAN STANLEY
$23.5M
538K
+45%
Added · +168K sh
Q1 2026
5WEALTHCARE CAPITAL MANAGEMENT LLC
$16.2M
375K
−5.8%
Reduced · −23K sh
Q2 2026
6RAYMOND JAMES FINANCIAL INC
$10.4M
239K
14×
Added · +222K sh
Q1 2026
7LPL Financial LLC
$9.6M
220K
+8.7%
Added · +18K sh
Q1 2026
8GOLDMAN SACHS GROUP INC
$6.1M
140K
+65%
Added · +55K sh
Q1 2026
9COMMONWEALTH EQUITY SERVICES, LLC
$4.7M
107K
−4.9%
Reduced · −6K sh
Q1 2026
10CITADEL ADVISORS LLC
$3.1M
71K
+140%
Added · +41K sh
Q1 2026
11Apollon Wealth Management, LLC
$2.7M
62K
+6.0%
Added · +4K sh
Q1 2026
12STIFEL FINANCIAL CORP
$2.2M
50K
−14%
Reduced · −8K sh
Q1 2026
13UBS Group AG
$2.2M
50K
+7.3%
Added · +3K sh
Q1 2026
14Crew Capital Management, Ltd
$1.8M
42K
+27%
Added · +9K sh
Q2 2026
15ENVESTNET ASSET MANAGEMENT INC
$1.8M
41K
+234%
Added · +29K sh
Q1 2026
16JPMORGAN CHASE & CO
$1.6M
36K
29×
Added · +35K sh
Q1 2026
17NewEdge Advisors, LLC
$1.5M
35K
−4.5%
Reduced · −2K sh
Q1 2026
18MML INVESTORS SERVICES, LLC
$1.5M
34K
New
+34K sh
Q1 2026
19TRUIST FINANCIAL CORP
$1.3M
30K
+22%
Added · +5K sh
Q1 2026
20Farther Finance Advisors, LLC
$1.2M
28K
−42%
Reduced · −20K sh
Q1 2026
21Wealthcare Advisory Partners LLC
$1.1M
25K
−60%
Reduced · −39K sh
Q2 2026
22Foguth Wealth Management, LLC.
$1.1M
25K
−65%
Reduced · −47K sh
Q2 2026
23NICOLET BANKSHARES INC
$915K
21K
New
+21K sh
Q1 2026
24JANE STREET GROUP, LLC
$851K
20K
+25%
Added · +4K sh
Q1 2026
25Sanctuary Advisors, LLC
$810K
19K
−8.7%
Reduced · −2K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is UTEN being bought or sold by institutions?

Last quarter, 4 funds opened a new position in UTEN and 9 added to an existing one, while 4 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
9
funds
Reduced
4
funds
Exited
0
funds

Funds that own UTEN also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA18 funds$4.8B
APPLE INCAAPL18 funds$3.0B
AMAZON.COM INCAMZN18 funds$2.5B
MICROSOFT CORPMSFT18 funds$1.9B
SS SPDR S&P 500 ETF TRUST-USSPY18 funds$1.2B
JPMORGAN CHASE & COJPM18 funds$1.1B
BERKSHIRE HATHAWAY INC-CL BBRK/B18 funds$954.0M
ISHARES CORE S&P 500 ETFIVV17 funds$4.0B
MICRON TECHNOLOGY INCMU17 funds$1.8B
BROADCOM INCAVGO17 funds$1.4B
META PLATFORMS INC-CLASS AMETA17 funds$1.4B
ALPHABET INC-CL AGOOGL17 funds$1.3B

Ranked by how many of UTEN's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

17 funds-7 since Q3 2024
02447Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $85.5M

Share classes

Class13F holdersValue held
TBILmc257 funds$3.0B
TMFCmc168 funds$539.7M
XBILmc82 funds$348.7M
UTWOmc62 funds$214.7M
TMFGUIT EXCHANGE TRADED55 funds$17.9M
OBILmc52 funds$180.4M
UTENthis pageUS TREASR 10 YR51 funds$200.5M
RBILMF Closed and MF Open28 funds$70.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in UTEN

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/UTEN/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for UTEN.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UTEN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.