62 tracked 13F filers disclose a position in UTWO as of the latest SEC 13F filings, a combined $214.7M 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 | MORGAN STANLEY | $62.4M | 1.3M | ▲+25% Added · +255K sh | Q1 2026 | |
| 2 | Hapanowicz & Associates Financial Services, Inc | $35.5M | 740K | ▲New +740K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $34.5M | 715K | ▲+2.0% Added · +14K sh | Q1 2026 | |
| 4 | RAYMOND JAMES FINANCIAL INC | $10.5M | 218K | ▲+56% Added · +78K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $9.3M | 192K | ▲+5.0% Added · +9K sh | Q1 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $8.4M | 174K | ▼−6.3% Reduced · −12K sh | Q1 2026 | |
| 7 | UBS Group AG | $7.2M | 149K | ▼−19% Reduced · −35K sh | Q1 2026 | |
| 8 | Federation des caisses Desjardins du Quebec | $6.3M | 131K | ▲New +131K sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $4.6M | 95K | ▼−6.2% Reduced · −6K sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $3.1M | 65K | ▲+2.0% Added · +1K sh | Q1 2026 | |
| 11 | Marshall & Sterling Wealth Advisors Inc. | $2.9M | 60K | ▲+1.2% Added · +712 sh | Q2 2026 | |
| 12 | EP Wealth Advisors, LLC | $2.8M | 58K | ▲+1.2% Added · +702 sh | Q1 2026 | |
| 13 | Stratos Wealth Partners, LTD. | $2.3M | 48K | ▲+356% Added · +38K sh | Q1 2026 | |
| 14 | Wealthcare Advisory Partners LLC | $2.1M | 44K | ▲+16% Added · +6K sh | Q2 2026 | |
| 15 | CITADEL ADVISORS LLC | $2.1M | 43K | ▲+339% Added · +33K sh | Q1 2026 | |
| 16 | INTEGRITY ALLIANCE, LLC. | $1.8M | 37K | ▲+4.2% Added · +2K sh | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 31K | ▲+14% Added · +4K sh | Q1 2026 | |
| 18 | KPP Advisory Services LLC | $1.4M | 29K | —Held | Q2 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $1.3M | 27K | ▲+80% Added · +12K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $1.1M | 22K | ▲+79% Added · +10K sh | Q1 2026 | |
| 21 | IFP Advisors, Inc | $1.0M | 22K | ▲~0% Added · +6 sh | Q2 2026 | |
| 22 | Weaver Consulting Group | $1.0M | 21K | ▲+192% Added · +14K sh | Q2 2026 | |
| 23 | Tower Research Capital LLC (TRC) | $987K | 20K | ▲+99% Added · +10K sh | Q1 2026 | |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $961K | 20K | ▼−18% Reduced · −5K sh | Q2 2026 | |
| 25 | HighPoint Advisor Group LLC | $824K | 17K | ▼−23% Reduced · −5K sh | Q2 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, 5 funds opened a new position in UTWO and 11 added to an existing one, while 5 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 |
|---|---|---|
| APPLE INCAAPL | 28 funds | $3.6B |
| MICROSOFT CORPMSFT | 28 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 28 funds | $1.6B |
| NVIDIA CORPNVDA | 27 funds | $5.4B |
| AMAZON.COM INCAMZN | 27 funds | $2.8B |
| BROADCOM INCAVGO | 27 funds | $1.8B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 27 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 27 funds | $1.3B |
| ALPHABET INC-CL CGOOG | 26 funds | $1.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 26 funds | $1.4B |
| TESLA INCTSLA | 26 funds | $1.2B |
Ranked by how many of UTWO's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| TBILmc | 257 funds | $3.0B |
| TMFCmc | 168 funds | $539.7M |
| XBILmc | 82 funds | $348.7M |
| UTWOthis pagemc | 62 funds | $214.7M |
| TMFGUIT EXCHANGE TRADED | 55 funds | $17.9M |
| OBILmc | 52 funds | $180.4M |
| UTENUS TREASR 10 YR | 51 funds | $200.5M |
| RBILMF Closed and MF Open | 28 funds | $70.9M |
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.