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Institutional Ownership · SEC Form 13F

Who owns UTES (UTES)


Which tracked institutional funds hold UTES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UTES company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

181
Institutional holders
10,690,578
Shares held (tracked funds)

How the tape is positioned

44 tracked funds added or opened UTES while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

UTES’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes UTES more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in UTES 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 2025-Q4 and 2026-Q1, across 181 tracked filers holding UTES, 114 increased or opened the position and 75 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 UTES between the 2025-Q4 and 2026-Q1 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 12

  • ELEVATION POINT WEALTH PARTNERS, LLC$16M
  • Vestmark Advisory Solutions, Inc.$16M
  • TWO SIGMA INVESTMENTS, LP$9M
  • Macro Advisors, Inc.$6M
  • LeClair Wealth Partners LLC$6M
  • WNY Asset Management, LLC$4M

Full exits 4

  • Lifetime Wealth Management P.C.$773K
  • Orion Porfolio Solutions, LLC$769K
  • Proficio Capital Partners LLC$683K
  • Main Street Financial Solutions, LLC$513K

Largest adds

  • BANK OF AMERICA CORP /DE/$24M
  • STIFEL FINANCIAL CORP$6M
  • Janney Montgomery Scott LLC$5M
  • ENVESTNET ASSET MANAGEMENT INC$4M
  • LPL Financial LLC$4M
  • OSAIC HOLDINGS, INC.$3M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$116M
  • JPMORGAN CHASE & CO$98M
  • UBS Group AG$28M
  • Cambridge Investment Research Advisors, Inc.$10M
  • GREAT VALLEY ADVISOR GROUP, INC.$8M
  • Cetera Investment Advisers$6M

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO trimmed2,112,591$169M19.9%2026-Q1
LPL Financial LLC added1,184,908$95M11.2%2026-Q1
BANK OF AMERICA CORP /DE/ added821,557$66M7.7%2026-Q1
OSAIC HOLDINGS, INC. added562,161$45M5.3%2026-Q1
UBS Group AG trimmed400,747$32M3.8%2026-Q1
STIFEL FINANCIAL CORP added350,186$28M3.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added244,265$20M2.3%2026-Q1
Aprio Wealth Management, LLC added215,234$17M2.0%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC new197,494$16M1.9%2026-Q1
Vestmark Advisory Solutions, Inc. new195,497$16M1.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added188,817$15M1.8%2026-Q1
Cetera Investment Advisers trimmed187,722$15M1.8%2026-Q1
ROYAL BANK OF CANADA trimmed186,871$15M1.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added184,322$15M1.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed162,065$13M1.5%2026-Q1
ADAMSBROWN WEALTH CONSULTANTS LLC added158,906$13M1.5%2026-Q1
Kraft, Davis & Associates, LLC trimmed131,502$11M1.3%2026-Q1
Ted Buchan & Co added133,955$11M1.3%2026-Q1
Itau Unibanco Holding S.A.123,400$10M1.2%2026-Q1
Riggs Asset Managment Co. Inc. trimmed116,837$9M1.1%2026-Q1
Quadcap Wealth Management, LLC added116,474$9M1.1%2026-Q1
Flaharty Asset Management, LLC added114,439$9M1.1%2026-Q1
TWO SIGMA INVESTMENTS, LP new110,700$9M1.0%2026-Q1
MML INVESTORS SERVICES, LLC added109,035$9M1.0%2026-Q1
Thrivent Financial for Lutherans trimmed108,424$9M1.0%2026-Q1
Janney Montgomery Scott LLC added89,268$7M0.8%2026-Q1
BTG Pactual Asset Management US LLC added80,676$6M0.8%2026-Q1
HighTower Advisors, LLC added78,057$6M0.7%2026-Q1
Macro Advisors, Inc. new77,223$6M0.7%2026-Q1
LeClair Wealth Partners LLC new75,038$6M0.7%2026-Q1
Blue Water Asset Management added75,038$6M0.7%2026-Q1
Fifth Third Securities, Inc. trimmed73,817$6M0.7%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed67,983$5M0.6%2026-Q1
BostonPremier Wealth LLC added54,402$4M0.5%2026-Q1
MONECO ADVISORS, LLC added52,235$4M0.5%2026-Q1
Equitable Holdings, Inc. trimmed50,695$4M0.5%2026-Q1
WNY Asset Management, LLC new49,195$4M0.5%2026-Q1
Royal Harbor Partners, LLC trimmed46,347$4M0.4%2026-Q1
Prosperity Financial Group, Inc. added45,299$4M0.4%2026-Q1
STEEL GROVE CAPITAL ADVISORS, LLC added43,853$4M0.4%2026-Q1
VALICENTI ADVISORY SERVICES INC trimmed41,680$3M0.4%2026-Q1
Clear Creek Financial Management, LLC added39,986$3M0.4%2026-Q1
Gladstone Institutional Advisory LLC added38,935$3M0.4%2026-Q1
Family Legacy, Inc. new37,484$3M0.4%2026-Q1
J.W. COLE ADVISORS, INC. added35,835$3M0.3%2026-Q1
PFG Investments, LLC trimmed34,466$3M0.3%2026-Q1
Steward Partners Investment Advisory, LLC added32,896$3M0.3%2026-Q1
Coastal Bridge Advisors, LLC added32,719$3M0.3%2026-Q1
MORGAN STANLEY added30,945$2M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed30,875$2M0.3%2026-Q1
Signal Advisors Wealth, LLC added25,780$2M0.2%2026-Q1
Advisory Resource Group trimmed25,608$2M0.2%2026-Q1
Astoria Portfolio Advisors LLC. added23,826$2M0.2%2026-Q1
Private Advisor Group, LLC trimmed24,936$2M0.2%2026-Q1
Prospera Financial Services Inc trimmed24,930$2M0.2%2026-Q1
Comprehensive Wealth Management, LLC added24,480$2M0.2%2026-Q1
Vestcor Inc new23,900$2M0.2%2026-Q1
PRINCIPAL SECURITIES, INC. trimmed23,395$2M0.2%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC trimmed22,546$2M0.2%2026-Q1
BENJAMIN EDWARDS INC added22,230$2M0.2%2026-Q1
Old Port Advisors added21,774$2M0.2%2026-Q1
Kestra Advisory Services, LLC added21,749$2M0.2%2026-Q1
Sunbeam Capital Management, LLC added21,396$2M0.2%2026-Q1
NewEdge Advisors, LLC trimmed12,354$2M0.2%2026-Q1
&PARTNERS added20,796$2M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added20,558$2M0.2%2026-Q1
HEFFERNAN ADVISORY, INC20,086$2M0.2%2026-Q1
Vermillion & White Wealth Management Group, LLC new18,254$1M0.2%2026-Q1
Transamerica Financial Advisors, LLC trimmed17,030$1M0.2%2026-Q1
Belpointe Asset Management LLC added15,479$1M0.1%2026-Q1
Sigma Planning Corp added14,388$1M0.1%2026-Q1
Atlas Wealth Partners, LLC trimmed14,352$1M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed14,309$1M0.1%2026-Q1
Financial Freedom, LLC new13,537$1M0.1%2026-Q1
Elm3 Financial Group, LLC added13,306$1M0.1%2026-Q1
Hilltop Holdings Inc. trimmed13,274$1M0.1%2026-Q1
Arkadios Wealth Advisors added12,882$1M0.1%2026-Q1
Sanctuary Advisors, LLC trimmed12,237$978K0.1%2026-Q1
RHODES INVESTMENT ADVISORS INC /ADV added12,200$975K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed11,329$905K0.1%2026-Q1
StoneX Group Inc. added11,027$881K0.1%2026-Q1
Fiduciary Alliance LLC added9,989$826K0.1%2026-Q1
Resurgent Financial Advisors LLC added10,198$815K0.1%2026-Q1
Ausdal Financial Partners, Inc. added10,169$812K0.1%2026-Q1
Beacon Pointe Advisors, LLC added10,039$802K0.1%2026-Q1
Stratos Wealth Partners, LTD. added9,907$792K0.1%2026-Q1
Nova Wealth Management, Inc. added9,543$762K0.1%2026-Q1
Summit Financial, LLC added9,012$720K0.1%2026-Q1
Mariner, LLC added8,902$711K0.1%2026-Q1
Chicago Partners Investment Group LLC added8,825$708K0.1%2026-Q1
KPP Advisory Services LLC added8,842$706K0.1%2026-Q1
PARK AVENUE SECURITIES LLC added8,788$702K0.1%2026-Q1
Kingsview Wealth Management, LLC trimmed8,671$693K0.1%2026-Q1
BARNES PETTEY FINANCIAL ADVISORS, LLC added8,621$689K0.1%2026-Q1
NBC SECURITIES, INC. trimmed8,546$683K0.1%2026-Q1
Atria Wealth Solutions, Inc. added63,030$5M0.6%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added52,623$4M0.5%2025-Q2 stale
Transcendent Capital Group LLC new22,368$2M0.2%2025-Q3 stale
Lifetime Wealth Management P.C. new53$773K0.1%2025-Q4 stale
Orion Porfolio Solutions, LLC added9,734$769K0.1%2025-Q4 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership