Who owns UTEN
Which tracked institutional funds hold UTEN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UTEN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened UTEN while 10 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UTEN’s largest tracked holder by dollar value, Equitable Holdings, Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UTEN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 50 tracked filers holding UTEN, 26 increased or opened the position and 25 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UTEN between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- NewEdge Advisors, LLC$2M
- Tower Research Capital LLC (TRC)$897K
Full exits 2
- Farther Finance Advisors, LLC$1M
- JANE STREET GROUP, LLC$851K
Largest adds
- RAYMOND JAMES FINANCIAL INC$3M
- JPMORGAN CHASE & CO$951K
- Equitable Holdings, Inc.$585K
- Crew Capital Management, Ltd$376K
- GOLDMAN SACHS GROUP INC$355K
Largest trims
- MORGAN STANLEY$3M
- CITADEL ADVISORS LLC$2M
- Foguth Wealth Management, LLC.$2M
- Wealthcare Advisory Partners LLC$2M
- LPL Financial LLC$1M
- WEALTHCARE CAPITAL MANAGEMENT LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Equitable Holdings, Inc. added | 875,442 | $38M | 17.8% | 2026-Q2 |
| ALTFEST L J & CO INC added | 831,674 | $36M | 16.9% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV added | 598,332 | $26M | 12.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 468,060 | $20M | 9.5% | 2026-Q2 |
| WEALTHCARE CAPITAL MANAGEMENT LLC trimmed | 375,016 | $16M | 7.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 302,909 | $13M | 6.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 192,642 | $8M | 3.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 149,164 | $6M | 3.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 109,688 | $5M | 2.2% | 2026-Q2 |
| Apollon Wealth Management, LLC | 62,260 | $3M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 57,942 | $3M | 1.2% | 2026-Q2 |
| UBS Group AG trimmed | 48,672 | $2M | 1.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 44,366 | $2M | 0.9% | 2026-Q2 |
| Crew Capital Management, Ltd added | 41,831 | $2M | 0.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 41,281 | $2M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 38,614 | $2M | 0.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 36,720 | $2M | 0.7% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 25,346 | $1M | 0.5% | 2026-Q2 |
| Foguth Wealth Management, LLC. trimmed | 24,840 | $1M | 0.5% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 20,761 | $897K | 0.4% | 2026-Q2 |
| NICOLET BANKSHARES INC trimmed | 20,068 | $867K | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 19,960 | $862K | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC | 18,573 | $802K | 0.4% | 2026-Q2 |
| Stewardship Advisors, LLC added | 17,135 | $740K | 0.3% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 15,792 | $682K | 0.3% | 2026-Q2 |
| STAPP WEALTH MANAGEMENT, PLLC | 14,825 | $640K | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 14,441 | $624K | 0.3% | 2026-Q2 |
| Global View Capital Management LLC trimmed | 14,312 | $618K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 13,978 | $604K | 0.3% | 2026-Q2 |
| F/m Investments LLC added | 11,980 | $518K | 0.2% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC new | 10,524 | $455K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. new | 8,550 | $369K | 0.2% | 2026-Q2 |
| Savvy Advisors, Inc. new | 6,542 | $283K | 0.1% | 2026-Q2 |
| LVW Advisors, LLC added | 6,346 | $274K | 0.1% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC added | 5,305 | $229K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC | 5,261 | $227K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV | 5,177 | $224K | 0.1% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC trimmed | 4,953 | $214K | 0.1% | 2026-Q2 |
| Royal Fund Management, LLC new | 4,667 | $202K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 3,378 | $146K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 2,300 | $100K | 0.0% | 2026-Q2 |
| Bank of New Hampshire new | 900 | $39K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 680 | $29K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 600 | $26K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 547 | $24K | 0.0% | 2026-Q2 |
| SOA Wealth Advisors, LLC. new | 216 | $9K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 106 | $5K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 87 | $4K | 0.0% | 2026-Q2 |
| Strategic Investment Solutions, Inc. /IL new | 5 | $216 | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 2 | $93 | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 28,024 | $1M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 19,529 | $851K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 5,868 | $256K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC new | 5,663 | $247K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Geneos Wealth Management Inc. | 2,000 | $87K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC new | 634 | $28K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Realta Investment Advisors trimmed | 550 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 441 | $19K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN added | 287 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 32 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MIdWestOne Financial Group, Inc. trimmed | 25,050 | $1M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 7,309 | $322K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| VestGen Advisors, LLC | 5,488 | $242K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,000 | $220K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC trimmed | 2,585 | $114K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| FMR LLC added | 277 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Financial Gravity Asset Management, Inc. trimmed | 399 | $18K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Signal Advisors Wealth, LLC trimmed | 114,960 | $5M | 2.4% | 2025-Q2 stale (4 quarters behind) |
| FLOW TRADERS U.S. LLC added | 71,211 | $3M | 1.5% | 2025-Q2 stale (4 quarters behind) |
| Kraft, Davis & Associates, LLC trimmed | 36,486 | $2M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Financial Gravity Companies, Inc. trimmed | 457 | $20K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.