165 tracked 13F filers disclose a position in UTES as of the latest SEC 13F filings, a combined $830.3M 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 | 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 | $18.3M | 224K | ▲+4.1% Added · +9K sh | Q2 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $15.1M | 189K | ▲+23% Added · +35K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $15.0M | 188K | ▼−28% Reduced · −73K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $14.9M | 187K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $14.7M | 184K | ▲+24% Added · +36K sh | Q1 2026 | |
| 13 | ADAMSBROWN WEALTH CONSULTANTS LLC | $13.6M | 166K | ▲+4.4% Added · +7K sh | Q2 2026 | |
| 14 | ELEVATION POINT WEALTH PARTNERS, LLC | $12.3M | 151K | ▼−24% Reduced · −47K sh | Q2 2026 | |
| 15 | Vestmark Advisory Solutions, Inc. | $12.2M | 149K | ▼−24% Reduced · −46K sh | Q2 2026 | |
| 16 | XP Advisory US, Inc. | $11.4M | 139K | ▲New +139K sh | Q2 2026 | |
| 17 | Kraft, Davis & Associates, LLC | $10.9M | 136K | ▲+3.2% Added · +4K sh | Q2 2026 | |
| 18 | Ted Buchan & Co | $11.1M | 135K | ▲+0.9% Added · +1K sh | Q2 2026 | |
| 19 | MML INVESTORS SERVICES, LLC | $10.9M | 134K | ▲+22% Added · +25K sh | Q2 2026 | |
| 20 | Itau Unibanco Holding S.A. | $10.1M | 126K | ▲+2.1% Added · +3K sh | Q1 2026 | |
| 21 | Quadcap Wealth Management, LLC | $10.0M | 122K | ▲+5.1% Added · +6K sh | Q2 2026 | |
| 22 | Riggs Asset Managment Co. Inc. | $9.4M | 115K | ▼−1.9% Reduced · −2K sh | Q2 2026 | |
| 23 | TWO SIGMA INVESTMENTS, LP | $8.8M | 111K | ▲New +111K sh | Q1 2026 | |
| 24 | BTG Pactual Asset Management US LLC | $8.2M | 103K | ▲+28% Added · +23K sh | Q2 2026 | |
| 25 | Members Advisory Group LLC | $7.2M | 87K | ▲New +87K 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, 6 funds opened a new position in UTES and 35 added to an existing one, while 10 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 |
|---|---|---|
| APPLE INCAAPL | 88 funds | $10.2B |
| MICROSOFT CORPMSFT | 87 funds | $5.8B |
| NVIDIA CORPNVDA | 86 funds | $11.9B |
| AMAZON.COM INCAMZN | 86 funds | $6.7B |
| ALPHABET INC-CL AGOOGL | 84 funds | $5.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 84 funds | $4.2B |
| BROADCOM INCAVGO | 82 funds | $4.3B |
| JPMORGAN CHASE & COJPM | 82 funds | $3.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 81 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 80 funds | $3.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 79 funds | $2.8B |
| ELI LILLY & COLLY | 79 funds | $1.8B |
Ranked by how many of UTES's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PFFAmc | 193 funds | $369.5M |
| UTESthis pagemc | 165 funds | $830.3M |
| NFLTmc | 75 funds | $362.6M |
| AMZAmc | 62 funds | $46.3M |
| PFFRINFRACP REIT PFD | 34 funds | $22.4M |
| BBPVIRTUS LIFESC BT | 26 funds | $38.1M |
| BBCVIRTUS LIFESC CT | 19 funds | $13.3M |
| VPCVIRTUS PVT CR | 17 funds | $6.1M |
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 UTES
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.
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.