Among active 13F managers last quarter, 8 opened and 9 added, while 10 reduced; the largest holder to move was Hapanowicz & Associates Financial Services, Inc (new position). No recent Form 4 insider filings for UTWO.
Funds lean in and no leg opposes.
74 tracked 13F filers disclose a position in UTWO as of the latest SEC 13F filings, a combined $254.2M 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 | Morgan Stanley | 1.3M | $62.4M | ▲+25% Added · +255K sh | Q1 2026 | |
| 2 | Hapanowicz & Associates Financial Services, Inc | 740K | $35.5M | ▲New +740K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 715K | $34.5M | ▲+2.0% Added · +14K sh | Q1 2026 | |
| 4 | Odyssey Group, LLC | 439K | $21.0M | ▲New +439K sh | Q2 2026 | |
| 5 | Tidal Investments LLC | 285K | $13.7M | ▲22× Added · +272K sh | Q2 2026 | |
| 6 | Raymond James Financial Inc | 218K | $10.5M | ▲+56% Added · +78K sh | Q1 2026 | |
| 7 | MML Investors Services, LLC | 214K | $10.2M | ▲+23% Added · +40K sh | Q2 2026 | |
| 8 | Envestnet Asset Management Inc | 192K | $9.3M | ▲+5.0% Added · +9K sh | Q1 2026 | |
| 9 | UBS Group AG | 149K | $7.2M | ▼−19% Reduced · −35K sh | Q1 2026 | |
| 10 | Federation des caisses Desjardins du Quebec | 125K | $6.0M | ▼−5.0% Reduced · −7K sh | Q2 2026 | |
| 11 | Stifel Financial Corp | 95K | $4.6M | ▼−6.2% Reduced · −6K sh | Q1 2026 | |
| 12 | Insight Wealth Partners, LLC | 73K | $3.5M | ▲+24% Added · +14K sh | Q2 2026 | |
| 13 | Marshall & Sterling Wealth Advisors Inc. | 60K | $2.9M | ▲+1.2% Added · +712 sh | Q2 2026 | |
| 14 | NewEdge Advisors, LLC | 56K | $2.7M | ▼−14% Reduced · −9K sh | Q2 2026 | |
| 15 | EP Wealth Advisors, LLC | 54K | $2.6M | ▼−7.5% Reduced · −4K sh | Q2 2026 | |
| 16 | Wealthcare Advisory Partners LLC | 44K | $2.1M | ▲+16% Added · +6K sh | Q2 2026 | |
| 17 | Stratos Wealth Partners, LTD. | 43K | $2.1M | ▼−11% Reduced · −5K sh | Q2 2026 | |
| 18 | Integrity Alliance, LLC. | 37K | $1.8M | ▲+4.2% Added · +2K sh | Q2 2026 | |
| 19 | Commonwealth Equity Services, LLC | 31K | $1.5M | ▲+14% Added · +4K sh | Q1 2026 | |
| 20 | KPP Advisory Services LLC | 29K | $1.4M | —Held | Q2 2026 | |
| 21 | Goldman Sachs Group Inc | 27K | $1.3M | ▲+80% Added · +12K sh | Q1 2026 | |
| 22 | Wells Fargo & Company | 22K | $1.1M | ▲+79% Added · +10K sh | Q1 2026 | |
| 23 | IFP Advisors, Inc | 22K | $1.0M | ▲~0% Added · +6 sh | Q2 2026 | |
| 24 | Weaver Consulting Group | 21K | $1.0M | ▲+192% Added · +14K sh | Q2 2026 | |
| 25 | Tower Research Capital LLC (TRC) | 20K | $987K | ▲+99% Added · +10K 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, 8 funds opened a new position in UTWO and 9 added to an existing one, while 10 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 |
|---|---|---|
| Apple IncAAPL | 36 funds | $3.2B |
| Microsoft CorpMSFT | 36 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 36 funds | $1.2B |
| Nvidia CorpNVDA | 35 funds | $2.9B |
| SS SPDR S&P 500 ETF Trust-USSPY | 35 funds | $1.9B |
| Amazon.com IncAMZN | 35 funds | $1.5B |
| JPMorgan Chase & CoJPM | 35 funds | $766.6M |
| Meta Platforms Inc-Class AMETA | 35 funds | $671.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 35 funds | $593.1M |
| Broadcom IncAVGO | 34 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 33 funds | $1.0B |
| Eli Lilly & CoLLY | 33 funds | $597.9M |
Ranked by how many of UTWO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UTWO.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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 | 22 | 22 | – |
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.
| Class | 13F holders | Value held |
|---|---|---|
| TBILmc | 303 funds | $3.1B |
| TMFCmc | 187 funds | $577.3M |
| XBILmc | 91 funds | $354.5M |
| UTWOthis pagemc | 74 funds | $254.2M |
| OBILmc | 62 funds | $194.5M |
| TMFGUIT EXCHANGE TRADED | 57 funds | $18.4M |
| UTENUS TREASR 10 YR | 51 funds | $199.3M |
| RBILMF Closed and MF Open | 34 funds | $80.3M |
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 UTWO
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/UTWO/capital-change-brief"
Use Arkolith's capital_change_brief for UTWO. 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 UTWO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.