Among active 13F managers last quarter, 2 added and 1 reduced; the largest holder to move was J.W. Cole Advisors, Inc. (+2.8%). No recent Form 4 insider filings for UTWY.
Funds lean in and no leg opposes.
12 tracked 13F filers disclose a position in UTWY as of the latest SEC 13F filings, a combined $4.4M 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 | J.W. Cole Advisors, Inc. | 30K | $1.3M | ▲+2.8% Added · +818 sh | Q2 2026 | |
| 2 | Jane Street Group, LLC | 19K | $819K | ▲+163% Added · +12K sh | Q1 2026 | |
| 3 | Susquehanna International Group, LLP | 15K | $641K | —Held | Q1 2026 | |
| 4 | Advocacy Wealth Management, LLC | 12K | $504K | ▲New +12K sh | Q2 2026 | |
| 5 | Tower Research Capital LLC (TRC) | 11K | $454K | ▲+204% Added · +7K sh | Q1 2026 | |
| 6 | Valtinson Bruner Financial Planning LLC | 6K | $269K | ▼−4.4% Reduced · −288 sh | Q2 2026 | |
| 7 | Citadel Advisors LLC | 6K | $256K | ▼−72% Reduced · −15K sh | Q2 2026 | |
| 8 | Commonwealth Equity Services, LLC | 5K | $222K | ▲+11% Added · +495 sh | Q1 2026 | |
| 9 | Spire Wealth Management | 250 | $11K | ▼−71% Reduced · −600 sh | Q1 2026 | |
| 10 | Crews Bank & Trust | 100 | $4K | ▲New +100 sh | Q2 2026 | |
| 11 | DHJJ Financial Advisors, Ltd. | 5 | $214 | —Held | Q2 2026 | |
| 12 | Morgan Stanley | 1 | $43 | —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.
Last quarter, 2 funds added to an existing position in UTWY, while 1 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 |
|---|---|---|
| Amazon.com IncAMZN | 3 funds | $2.7B |
| Nvidia CorpNVDA | 3 funds | $2.6B |
| Apple IncAAPL | 3 funds | $2.5B |
| Microsoft CorpMSFT | 3 funds | $1.6B |
| Warner Bros Discovery IncWBD | 3 funds | $1.2B |
| Eli Lilly & CoLLY | 3 funds | $1.2B |
| Broadcom IncAVGO | 3 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 3 funds | $1.2B |
| BlackRock IncBLK | 3 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 3 funds | $989.2M |
| Advanced Micro DevicesAMD | 3 funds | $965.6M |
| Applied Materials IncAMAT | 3 funds | $828.6M |
Ranked by how many of UTWY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UTWY.
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 | 4 | 3 | – |
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 |
| UTWOmc | 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 UTWY
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/UTWY/capital-change-brief"
Use Arkolith's capital_change_brief for UTWY. 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 UTWY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.