Among active 13F managers last quarter, 3 opened and 28 added, while 11 reduced; the largest holder to move was Frontier Capital Management Co LLC (+0.8%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
209 tracked 13F filers disclose a position in UTL as of the latest SEC 13F filings, a combined $725.9M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.9M | $152.4M | ▲+2.1% Added · +60K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 803K | $42.3M | ▼−0.8% Reduced · −7K sh | Q2 2026 | |
| 3 | State Street Corp | 782K | $41.2M | ▲+6.4% Added · +47K sh | Q2 2026 | |
| 4 | Frontier Capital Management Co LLC | 553K | $29.2M | ▲+0.8% Added · +5K sh | Q2 2026 | |
| 5 | Manufacturers Life Insurance Company, The | 511K | $26.7M | ▼−2.9% Reduced · −16K sh | Q1 2026 | |
| 6 | Vanguard Portfolio Management LLC | 507K | $26.7M | ▼−0.1% Reduced · −789 sh | Q2 2026 | |
| 7 | Renaissance Technologies LLC | 490K | $25.6M | ▲+23% Added · +93K sh | Q1 2026 | |
| 8 | JPMorgan Chase & Co | 486K | $25.8M | ▼−13% Reduced · −72K sh | Q1 2026 | |
| 9 | Geode Capital Management, LLC | 467K | $24.6M | ▲+8.0% Added · +34K sh | Q2 2026 | |
| 10 | Dimensional Fund Advisors LP | 341K | $17.8M | ▼−2.4% Reduced · −8K sh | Q1 2026 | |
| 11 | Boston Trust Walden Corp | 340K | $17.8M | ▼−12% Reduced · −45K sh | Q1 2026 | |
| 12 | Morgan Stanley | 297K | $15.5M | ▲+11% Added · +29K sh | Q1 2026 | |
| 13 | Two Sigma Investments, LP | 272K | $14.2M | ▲+110% Added · +143K sh | Q1 2026 | |
| 14 | Charles Schwab Investment Management Inc | 256K | $13.4M | ▼−4.4% Reduced · −12K sh | Q1 2026 | |
| 15 | Aristotle Capital Boston, LLC | 248K | $13.0M | ▼−5.0% Reduced · −13K sh | Q2 2026 | |
| 16 | Northern Trust Corp | 236K | $12.3M | ▲+5.4% Added · +12K sh | Q1 2026 | |
| 17 | Heartland Advisors Inc | 232K | $12.2M | ▲+55% Added · +82K sh | Q2 2026 | |
| 18 | Reaves W H & Co Inc | 207K | $10.9M | ▼−17% Reduced · −41K sh | Q2 2026 | |
| 19 | Goldman Sachs Group Inc | 206K | $10.8M | ▲+40% Added · +60K sh | Q1 2026 | |
| 20 | Citadel Advisors LLC | 195K | $10.3M | ▲+61% Added · +74K sh | Q2 2026 | |
| 21 | Nuveen, LLC | 137K | $7.2M | ▲+24% Added · +27K sh | Q1 2026 | |
| 22 | Hotchkis & Wiley Capital Management LLC | 133K | $7.0M | ▲+6.3% Added · +8K sh | Q2 2026 | |
| 23 | ProShare Advisors LLC | 121K | $6.3M | ▼−6.0% Reduced · −8K sh | Q1 2026 | |
| 24 | Vanguard Fiduciary Trust Co | 119K | $6.3M | ▲+1.2% Added · +1K sh | Q2 2026 | |
| 25 | Jane Street Group, LLC | 108K | $5.7M | ▲New +108K 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, 3 funds opened a new position in UTL and 28 added to an existing one, while 11 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 101 funds | $151.0B |
| JPMorgan Chase & CoJPM | 100 funds | $38.4B |
| Nvidia CorpNVDA | 98 funds | $252.4B |
| Apple IncAAPL | 98 funds | $179.4B |
| Amazon.com IncAMZN | 98 funds | $116.8B |
| Alphabet Inc-CL AGOOGL | 98 funds | $102.9B |
| Visa Inc-Class A SharesV | 98 funds | $38.6B |
| Meta Platforms Inc-Class AMETA | 97 funds | $67.2B |
| Eli Lilly & CoLLY | 97 funds | $54.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 97 funds | $23.9B |
| Analog Devices IncADI | 97 funds | $12.0B |
| Unitedhealth Group IncUNH | 96 funds | $21.9B |
Ranked by how many of UTL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UTL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 23, 2021 | Black Todd R | Senior Vice President | Sell (S) | 6K | $291K |
| Dec 30, 2020 | Hevert Robert B | SVP, CFO & Treasurer | Buy (P) | 200 | $9K |
| Dec 29, 2020 | Hevert Robert B | SVP, CFO & Treasurer | Buy (P) | 100 | $4K |
| Dec 29, 2020 | Meissner Thomas P Jr | Chairman, President & CEO, Director | Buy (P) 2 lots, same day | 1K | $43K |
| May 17, 2019 | Black Todd R | Vice President | Sell (S) 6 lots, same day | 500 | $29K |
| May 18, 2016 | Elfner Albert H III | Director | Buy (P) | 500 | $19K |
| May 3, 2016 | Elfner Albert H III | Director | Buy (P) | 500 | $20K |
| Mar 23, 2016 | Brownell David P | Director | Buy (P) | 500 | $21K |
| May 22, 2015 | Green Michael B | Director | Buy (P) | 355 | $12K |
| May 13, 2014 | Brownell David P | Director | Buy (P) | 200 | $7K |
| May 12, 2014 | Green Michael B | Director | Buy (P) | 415 | $14K |
| Feb 6, 2014 | Brownell David P | Director | Buy (P) 3 lots, same day | 400 | $12K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 56 | 32 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $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.
Connected entities for UTL
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/UTL/capital-change-brief"
Use Arkolith's capital_change_brief for UTL. 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 UTL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.