Among active 13F managers last quarter, 4 opened and 8 added, while 6 reduced; the largest holder to move was Equitable Holdings, Inc. (+3.6%). No recent Form 4 insider filings for UTEN.
Funds lean in and no leg opposes.
51 tracked 13F filers disclose a position in UTEN as of the latest SEC 13F filings, a combined $199.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Equitable Holdings, Inc. | 875K | $37.8M | ▲+3.6% Added · +30K sh | Q2 2026 | |
| 2 | Altfest L J & Co Inc | 832K | $35.9M | ▲+1.3% Added · +11K sh | Q2 2026 | |
| 3 | Woodard & Co Asset Management Group Inc | 598K | $25.8M | ▲+0.6% Added · +4K sh | Q2 2026 | |
| 4 | Morgan Stanley | 538K | $23.5M | ▲+45% Added · +168K sh | Q1 2026 | |
| 5 | Wealthcare Capital Management LLC | 375K | $16.2M | ▼−5.8% Reduced · −23K sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 239K | $10.4M | ▲14× Added · +222K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 220K | $9.6M | ▲+8.7% Added · +18K sh | Q1 2026 | |
| 8 | Goldman Sachs Group Inc | 140K | $6.1M | ▲+65% Added · +55K sh | Q1 2026 | |
| 9 | Commonwealth Equity Services, LLC | 107K | $4.7M | ▼−4.9% Reduced · −6K sh | Q1 2026 | |
| 10 | Apollon Wealth Management, LLC | 62K | $2.7M | ▲+6.0% Added · +4K sh | Q1 2026 | |
| 11 | Stifel Financial Corp | 50K | $2.2M | ▼−14% Reduced · −8K sh | Q1 2026 | |
| 12 | UBS Group AG | 50K | $2.2M | ▲+7.3% Added · +3K sh | Q1 2026 | |
| 13 | Crew Capital Management, Ltd | 42K | $1.8M | ▲+27% Added · +9K sh | Q2 2026 | |
| 14 | Envestnet Asset Management Inc | 41K | $1.8M | ▲+234% Added · +29K sh | Q1 2026 | |
| 15 | MML Investors Services, LLC | 39K | $1.7M | ▲+13% Added · +4K sh | Q2 2026 | |
| 16 | NewEdge Advisors, LLC | 37K | $1.6M | ▲+5.1% Added · +2K sh | Q2 2026 | |
| 17 | JPMorgan Chase & Co | 36K | $1.6M | ▲29× Added · +35K sh | Q1 2026 | |
| 18 | Truist Financial Corp | 30K | $1.3M | ▲+22% Added · +5K sh | Q1 2026 | |
| 19 | Farther Finance Advisors, LLC | 28K | $1.2M | ▼−42% Reduced · −20K sh | Q1 2026 | |
| 20 | Wealthcare Advisory Partners LLC | 25K | $1.1M | ▼−60% Reduced · −39K sh | Q2 2026 | |
| 21 | Foguth Wealth Management, LLC. | 25K | $1.1M | ▼−65% Reduced · −47K sh | Q2 2026 | |
| 22 | Nicolet Bankshares Inc | 20K | $867K | ▼−4.4% Reduced · −922 sh | Q2 2026 | |
| 23 | Jane Street Group, LLC | 20K | $851K | ▲+25% Added · +4K sh | Q1 2026 | |
| 24 | Sanctuary Advisors, LLC | 19K | $802K | —Held | Q2 2026 | |
| 25 | Stewardship Advisors, LLC | 17K | $740K | ▲+12% Added · +2K sh | Q2 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 8 added to an existing one, while 6 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 20 funds | $4.0B |
| Apple IncAAPL | 20 funds | $3.9B |
| Amazon.com IncAMZN | 20 funds | $3.5B |
| Microsoft CorpMSFT | 20 funds | $2.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 20 funds | $1.4B |
| JPMorgan Chase & CoJPM | 20 funds | $1.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 20 funds | $918.8M |
| Ishares Core S&P 500 ETFIVV | 19 funds | $14.8B |
| Alphabet Inc-CL AGOOGL | 19 funds | $1.7B |
| Broadcom IncAVGO | 19 funds | $1.7B |
| Alphabet Inc-CL CGOOG | 19 funds | $1.5B |
| Invesco QQQ Trust Series 1QQQ | 19 funds | $1.3B |
Ranked by how many of UTEN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UTEN.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 24 | 11 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| TBILmc | 303 funds | $3.1B |
| TMFCmc | 187 funds | $577.3M |
| XBILmc | 91 funds | $354.5M |
| UTWOmc | 74 funds | $254.2M |
| OBILmc | 62 funds | $194.5M |
| TMFGUIT EXCHANGE TRADED | 57 funds | $18.4M |
| UTENthis pageUS TREASR 10 YR | 51 funds | $199.3M |
| RBILMF Closed and MF Open | 34 funds | $80.3M |
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.