This ETF 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/UTES/capital-change-brief"
Use Arkolith's capital_change_brief for UTES. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $168.6M | 2.1M | ▼−37% Reduced · −1.3M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $94.7M | 1.2M | ▲+2.7% Added · +32K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $65.6M | 822K | ▲+55% Added · +293K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $44.9M | 562K | ▲+6.5% Added · +35K sh | Q1 2026 | |
| 5 | UBS Group AG | $32.0M | 401K | ▼−47% Reduced · −357K sh | Q1 2026 | |
| 6 | STIFEL FINANCIAL CORP | $28.0M | 350K | ▲+24% Added · +69K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $19.5M | 244K | ▲+24% Added · +47K sh | Q1 2026 | |
| 8 | Aprio Wealth Management, LLC | $17.2M | 215K | ▲+8.3% Added · +16K sh | Q1 2026 | |
| 9 | ELEVATION POINT WEALTH PARTNERS, LLC | $15.8M | 197K | ▲New +197K sh | Q1 2026 | |
| 10 | Vestmark Advisory Solutions, Inc. | $15.6M | 195K | ▲New +195K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $15.1M | 189K | ▲+23% Added · +35K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $15.0M | 188K | ▼−28% Reduced · −73K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $14.9M | 187K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $14.7M | 184K | ▲+24% Added · +36K sh | Q1 2026 | |
| 15 | ADAMSBROWN WEALTH CONSULTANTS LLC | $13.6M | 166K | ▲+4.4% Added · +7K sh | Q2 2026 | |
| 16 | Kraft, Davis & Associates, LLC | $10.9M | 136K | ▲+3.2% Added · +4K sh | Q2 2026 | |
| 17 | Itau Unibanco Holding S.A. | $10.1M | 126K | ▲+2.1% Added · +3K sh | Q1 2026 | |
| 18 | Quadcap Wealth Management, LLC | $9.3M | 116K | ▲+11% Added · +12K sh | Q1 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $8.8M | 111K | ▲New +111K sh | Q1 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $8.7M | 109K | ▲+25% Added · +22K sh | Q1 2026 | |
| 21 | Members Advisory Group LLC | $7.2M | 87K | ▲New +87K sh | Q2 2026 | |
| 22 | FIFTH THIRD SECURITIES, INC. | $7.0M | 85K | ▲+15% Added · +11K sh | Q2 2026 | |
| 23 | HighTower Advisors, LLC | $6.2M | 78K | ▲+63% Added · +30K sh | Q1 2026 | |
| 24 | GREAT VALLEY ADVISOR GROUP, INC. | $5.4M | 68K | ▼−60% Reduced · −101K sh | Q1 2026 | |
| 25 | Equitable Holdings, Inc. | $4.0M | 51K | ▼−12% Reduced · −7K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 60 funds | $16.7B |
| MICROSOFT CORPMSFT | 60 funds | $11.9B |
| BROADCOM INCAVGO | 60 funds | $6.8B |
| JPMORGAN CHASE & COJPM | 60 funds | $6.2B |
| ALPHABET INC-CL CGOOG | 60 funds | $5.4B |
| WALMART INCWMT | 60 funds | $3.4B |
| ELI LILLY & COLLY | 60 funds | $3.3B |
| COSTCO WHOLESALE CORPCOST | 60 funds | $3.2B |
| SPDR GOLD SHARESGLD | 60 funds | $3.2B |
| TESLA INCTSLA | 60 funds | $3.1B |
| JOHNSON & JOHNSONJNJ | 60 funds | $3.0B |
| VISA INC-CLASS A SHARESV | 60 funds | $2.9B |
Ranked by how many of UTES's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for UTES. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.