The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query UTF owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UTF"
Use Arkolith to show who owns UTF, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Paralel Advisors LLC | $71.2M | 2.8M | —Held | Q1 2026 | |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $15.8M | 612K | ▼−49% Reduced · −585K sh | Q1 2026 | |
| 3 | Kestra Advisory Services, LLC | $6.2M | 239K | ▲+40% Added · +69K sh | Q1 2026 | |
| 4 | Karpus Management, Inc. | $4.4M | 169K | ▲New +169K sh | Q1 2026 | |
| 5 | CONNING INC. | $3.4M | 130K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $3.0M | 118K | ▲+25% Added · +23K sh | Q1 2026 | |
| 7 | Sanctuary Advisors, LLC | $3.0M | 114K | ▲+0.1% Added · +144 sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $2.2M | 85K | ▲+4.3% Added · +4K sh | Q1 2026 | |
| 9 | Venture Visionary Partners LLC | $1.8M | 70K | ▲+38% Added · +19K sh | Q1 2026 | |
| 10 | READYSTATE ASSET MANAGEMENT LP | $1.6M | 63K | ▼−70% Reduced · −146K sh | Q1 2026 | |
| 11 | NewEdge Advisors, LLC | $1.5M | 58K | ▼−3.2% Reduced · −2K sh | Q1 2026 | |
| 12 | CSS LLC/IL | $1.3M | 50K | ▼−7.0% Reduced · −4K sh | Q1 2026 | |
| 13 | &PARTNERS | $1.3M | 49K | ▲+7.4% Added · +3K sh | Q1 2026 | |
| 14 | Beacon Capital Management, Inc. | $1.2M | 45K | —Held | Q1 2026 | |
| 15 | Cyndeo Wealth Partners, LLC | $1.1M | 42K | —Held | Q1 2026 | |
| 16 | Advisors Asset Management, Inc. | $1.0M | 39K | ▲New +39K sh | Q1 2026 | |
| 17 | Atria Investments, Inc | $991K | 38K | ▲+8.3% Added · +3K sh | Q1 2026 | |
| 18 | CWM, LLC | $926K | 36K | ▼−3.6% Reduced · −1K sh | Q1 2026 | |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $913K | 35K | ▼−57% Reduced · −47K sh | Q1 2026 | |
| 20 | Steward Partners Investment Advisory, LLC | $858K | 33K | ▲+12% Added · +3K sh | Q1 2026 | |
| 21 | Integrated Advisors Network LLC | $810K | 31K | ▼−0.8% Reduced · −267 sh | Q1 2026 | |
| 22 | BENJAMIN EDWARDS INC | $808K | 31K | ▲+6.0% Added · +2K sh | Q1 2026 | |
| 23 | OPPENHEIMER & CO INC | $790K | 31K | ▼−0.5% Reduced · −147 sh | Q1 2026 | |
| 24 | Prospera Financial Services Inc | $780K | 30K | ▲+0.5% Added · +150 sh | Q1 2026 | |
| 25 | AlphaCore Capital LLC | $754K | 29K | ▲+1.4% Added · +411 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 16, 2025 | DERECHIN ADAM M | Director | Grant (A) | 1K | $26K |
| Oct 16, 2025 | Morton Benjamin | Vice President | Grant (A) | 139 | $3K |
| Oct 16, 2025 | Rogers-Windsor Ramona Lynn | Director | Grant (A) | 150 | $4K |
| Oct 16, 2025 | Clark Michael G | Director | Grant (A) | 550 | $13K |
| Oct 16, 2025 | Maginnis Gerald J. | Director | Grant (A) | 324 | $8K |
| Oct 16, 2025 | Junkans Dean | Director | Grant (A) | 257 | $6K |
| Dec 14, 2023 | Magpiong Jane F. | Director | Buy (P) | 85 | $2K |
| Oct 11, 2023 | Rogers-Windsor Ramona Lynn | Director | Buy (P) | 253 | $5K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 73 funds | $16.1B |
| APPLE INCAAPL | 71 funds | $20.8B |
| BROADCOM INCAVGO | 71 funds | $7.9B |
| HOME DEPOT INCHD | 71 funds | $2.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 70 funds | $11.4B |
| ALPHABET INC-CL AGOOGL | 70 funds | $11.3B |
| META PLATFORMS INC-CLASS AMETA | 70 funds | $7.0B |
| JOHNSON & JOHNSONJNJ | 70 funds | $4.1B |
| CHEVRON CORPCVX | 70 funds | $3.2B |
| TESLA INCTSLA | 70 funds | $3.2B |
| NETFLIX INCNFLX | 70 funds | $2.2B |
| ORACLE CORPORCL | 70 funds | $1.5B |
Ranked by how many of UTF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UTF. 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.