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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Equitable Holdings, Inc. | $37.2M | 845K | ▲+21% Added · +147K sh | Q1 2026 | |
| 2 | ALTFEST L J & CO INC | $35.9M | 832K | ▲+1.3% Added · +11K sh | Q2 2026 | |
| 3 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $25.8M | 598K | ▲+0.6% Added · +4K sh | Q2 2026 | |
| 4 | MORGAN STANLEY | $23.5M | 538K | ▲+45% Added · +168K sh | Q1 2026 | |
| 5 | WEALTHCARE CAPITAL MANAGEMENT LLC | $16.2M | 375K | ▼−5.8% Reduced · −23K sh | Q2 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $10.4M | 239K | ▲14× Added · +222K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $9.6M | 220K | ▲+8.7% Added · +18K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $6.1M | 140K | ▲+65% Added · +55K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 107K | ▼−4.9% Reduced · −6K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $3.1M | 71K | ▲+140% Added · +41K sh | Q1 2026 | |
| 11 | Apollon Wealth Management, LLC | $2.7M | 62K | ▲+6.0% Added · +4K sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $2.2M | 50K | ▼−14% Reduced · −8K sh | Q1 2026 | |
| 13 | UBS Group AG | $2.2M | 50K | ▲+7.3% Added · +3K sh | Q1 2026 | |
| 14 | Crew Capital Management, Ltd | $1.8M | 42K | ▲+27% Added · +9K sh | Q2 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 41K | ▲+234% Added · +29K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $1.6M | 36K | ▲29× Added · +35K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | $1.5M | 35K | ▼−4.5% Reduced · −2K sh | Q1 2026 | |
| 18 | MML INVESTORS SERVICES, LLC | $1.5M | 34K | ▲New +34K sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $1.3M | 30K | ▲+22% Added · +5K sh | Q1 2026 | |
| 20 | Farther Finance Advisors, LLC | $1.2M | 28K | ▼−42% Reduced · −20K sh | Q1 2026 | |
| 21 | Wealthcare Advisory Partners LLC | $1.1M | 25K | ▼−60% Reduced · −39K sh | Q2 2026 | |
| 22 | Foguth Wealth Management, LLC. | $1.1M | 25K | ▼−65% Reduced · −47K sh | Q2 2026 | |
| 23 | NICOLET BANKSHARES INC | $915K | 21K | ▲New +21K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $851K | 20K | ▲+25% Added · +4K sh | Q1 2026 | |
| 25 | Sanctuary 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.
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).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 18 funds | $4.8B |
| APPLE INCAAPL | 18 funds | $3.0B |
| AMAZON.COM INCAMZN | 18 funds | $2.5B |
| MICROSOFT CORPMSFT | 18 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 18 funds | $1.2B |
| JPMORGAN CHASE & COJPM | 18 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 18 funds | $954.0M |
| ISHARES CORE S&P 500 ETFIVV | 17 funds | $4.0B |
| MICRON TECHNOLOGY INCMU | 17 funds | $1.8B |
| BROADCOM INCAVGO | 17 funds | $1.4B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $1.4B |
| ALPHABET INC-CL AGOOGL | 17 funds | $1.3B |
Ranked by how many of UTEN's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| TBILmc | 257 funds | $3.0B |
| TMFCmc | 168 funds | $539.7M |
| XBILmc | 82 funds | $348.7M |
| UTWOmc | 62 funds | $214.7M |
| TMFGUIT EXCHANGE TRADED | 55 funds | $17.9M |
| OBILmc | 52 funds | $180.4M |
| UTENthis pageUS TREASR 10 YR | 51 funds | $200.5M |
| RBILMF Closed and MF Open | 28 funds | $70.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UTEN/capital-change-brief"
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.