209 tracked 13F filers disclose a position in UTF as of the latest SEC 13F filings, a combined $524.3M 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 | Paralel Advisors LLC | $71.2M | 2.8M | —Held | Q1 2026 | |
| 2 | MORGAN STANLEY | $58.5M | 2.3M | ▼~0% Reduced · −423 sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $56.2M | 2.2M | ▲+15% Added · +284K sh | Q1 2026 | |
| 4 | UBS Group AG | $37.1M | 1.4M | ▲+26% Added · +291K sh | Q1 2026 | |
| 5 | ROYAL BANK OF CANADA | $24.2M | 936K | ▲+3.5% Added · +32K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $23.2M | 898K | ▲+5.8% Added · +49K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $23.2M | 897K | ▲+6.7% Added · +56K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $17.7M | 683K | ▲+1.4% Added · +9K sh | Q1 2026 | |
| 9 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $15.8M | 612K | ▼−49% Reduced · −585K sh | Q1 2026 | |
| 10 | STIFEL FINANCIAL CORP | $10.8M | 416K | ▼−0.2% Reduced · −976 sh | Q1 2026 | |
| 11 | SRH ADVISORS, LLC | $11.3M | 408K | ▲~0% Added · +43 sh | Q2 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $9.0M | 349K | ▲+4.5% Added · +15K sh | Q1 2026 | |
| 13 | Bedell Frazier Investment Counselling, LLC | $8.0M | 309K | ▼−2.7% Reduced · −9K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $7.4M | 286K | ▲+2.6% Added · +7K sh | Q1 2026 | |
| 15 | C2C Wealth Management, LLC | $7.6M | 277K | ▼−0.3% Reduced · −750 sh | Q2 2026 | |
| 16 | Kestra Advisory Services, LLC | $6.8M | 247K | ▲+3.6% Added · +9K sh | Q2 2026 | |
| 17 | Sculptor Capital LP | $4.8M | 187K | ▲New +187K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $4.4M | 170K | ▼−6.5% Reduced · −12K sh | Q1 2026 | |
| 19 | Karpus Management, Inc. | $4.4M | 169K | ▲New +169K sh | Q1 2026 | |
| 20 | Atria Investments, Inc | $4.6M | 165K | ▲+331% Added · +127K sh | Q2 2026 | |
| 21 | TRUIST FINANCIAL CORP | $4.1M | 160K | ▼−1.0% Reduced · −2K sh | Q1 2026 | |
| 22 | CONNING INC. | $3.6M | 132K | ▲+1.8% Added · +2K sh | Q2 2026 | |
| 23 | INDEPENDENT FINANCIAL GROUP, LLC | $3.6M | 129K | ▲+9.7% Added · +11K sh | Q2 2026 | |
| 24 | FIRST TRUST ADVISORS LP | $3.3M | 126K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 25 | MATRIX PRIVATE CAPITAL GROUP LLC | $3.1M | 120K | ▲+29% Added · +27K 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 UTF and 22 added to an existing one, while 18 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 106 funds | $32.3B |
| APPLE INCAAPL | 103 funds | $40.1B |
| ALPHABET INC-CL AGOOGL | 102 funds | $19.2B |
| JPMORGAN CHASE & COJPM | 102 funds | $9.0B |
| AMAZON.COM INCAMZN | 101 funds | $22.0B |
| NVIDIA CORPNVDA | 100 funds | $47.3B |
| META PLATFORMS INC-CLASS AMETA | 100 funds | $11.1B |
| HOME DEPOT INCHD | 100 funds | $4.4B |
| CHEVRON CORPCVX | 100 funds | $2.6B |
| BROADCOM INCAVGO | 99 funds | $16.5B |
| ALPHABET INC-CL CGOOG | 99 funds | $13.5B |
| WALMART INCWMT | 98 funds | $5.4B |
Ranked by how many of UTF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 14, 2023 | Magpiong Jane F. | Director | Buy (P) | 85 | $2K |
| Oct 11, 2023 | Rogers-Windsor Ramona Lynn | Director | Buy (P) | 253 | $5K |
| Oct 4, 2022 | Rogers-Windsor Ramona Lynn | Director | Buy (P) | 85 | $2K |
| Jun 30, 2022 | Rogers-Windsor Ramona Lynn | Director | Buy (P) | 100 | $3K |
| Dec 17, 2021 | Rogers-Windsor Ramona Lynn | Director | Buy (P) | 100 | $3K |
| Apr 1, 2021 | Rogers-Windsor Ramona Lynn | Director | Buy (P) | 175 | $5K |
| Dec 15, 2020 | Magpiong Jane F. | Director | Buy (P) | 425 | $11K |
| Oct 27, 2020 | Ward C Edward Jr | Director | Sell (S) | 3 | $69 |
| Aug 18, 2020 | Ward C Edward Jr | Director | Sell (S) | 547 | $13K |
| Jan 2, 2020 | Maginnis Gerald J. | Director | Sell (S) | 800 | $21K |
Connected entities for UTF
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/UTF/capital-change-brief"
Use Arkolith's capital_change_brief for UTF. 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 UTF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.