UTHY

F/M US Treasury 30 Year Bond Cross-source read$38.20 0.14%
UnclassifiedCUSIP 74933W551· EOD Sep 11, 2026

Among active 13F managers last quarter, 5 opened and 2 added, while none reduced or exited; the largest holder to move was Burns Matteson Capital Management, LLC (new position). No recent Form 4 insider filings for UTHY.

Tracked 13F holders
16
8 in Q2 2026 filings
13F value (tracked)
$10.9M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
7 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$38.20 0.14%3Y -23.7%
$37.10$41.09$45.08$49.07$53.0620232024202520262244
Hover for who · click for detailEnd-of-day closing prices52w $38.15 – $43.43

Who owns UTHY?

16 tracked 13F filers · ranked by shares held

16 tracked 13F filers disclose a position in UTHY as of the latest SEC 13F filings, a combined $10.9M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Susquehanna International Group, LLP59K
$2.4M
+62%
Added · +23K sh
Q1 2026
2HB Wealth Management, LLC32K
$1.3M
New
+32K sh
Q2 2026
3Burns Matteson Capital Management, LLC31K
$1.3M
New
+31K sh
Q2 2026
4Tower Research Capital LLC (TRC)28K
$1.1M
322×
Added · +28K sh
Q1 2026
5Citadel Advisors LLC28K
$1.1M
+2.5%
Added · +661 sh
Q2 2026
6Cetera Investment Advisers21K
$862K
+21%
Added · +4K sh
Q1 2026
7Benjamin Edwards Inc18K
$713K
New
+18K sh
Q2 2026
8Jane Street Group, LLC13K
$532K
New
+13K sh
Q1 2026
9Valtinson Bruner Financial Planning LLC12K
$469K
−13%
Reduced · −2K sh
Q2 2026
10Wealth Enhancement Advisory Services, LLC10K
$399K
New
+10K sh
Q2 2026
11Choreo, LLC9K
$352K
New
+9K sh
Q2 2026
12LVW Advisors, LLC7K
$298K
New
+7K sh
Q2 2026
13UBS Group AG325
$13K
+257%
Added · +234 sh
Q1 2026
14Steward Partners Investment Advisory, LLC64
$3K
New
+64 sh
Q2 2026
15Advisory Services Network, LLC27
$1K
New
+27 sh
Q1 2026
16Morgan Stanley1
$41
Held
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.

Is UTHY being bought or sold by institutions?

Last quarter, 5 funds opened a new position in UTHY and 2 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
5
funds took a first position
Added
2
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own UTHY also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA7 funds$3.0B
Apple IncAAPL7 funds$3.0B
Amazon.com IncAMZN7 funds$2.9B
Microsoft CorpMSFT7 funds$1.9B
Broadcom IncAVGO7 funds$1.4B
Alphabet Inc-CL AGOOGL7 funds$1.4B
Eli Lilly & CoLLY7 funds$1.3B
Alphabet Inc-CL CGOOG7 funds$1.1B
JPMorgan Chase & CoJPM7 funds$926.1M
Applied Materials IncAMAT7 funds$866.7M
Micron Technology IncMU7 funds$865.4M
Meta Platforms Inc-Class AMETA7 funds$806.0M

Ranked by how many of UTHY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UTHY.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

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.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
51
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$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.

Institutional ownership over time

8 tracked filers in Q2 2026 filingsstill filing
0510Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $4.8M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for UTHY

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Ask your agent what changed in UTHY

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/UTHY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for UTHY.
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 UTHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.