Who owns UTF
Which tracked institutional funds hold UTF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UTF 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
45 tracked funds added or opened UTF while 23 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
UTF’s largest tracked holder by dollar value, Paralel Advisors LLC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in UTF 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 246 tracked filers holding UTF, 120 increased or opened the position and 87 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 UTF 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 6
- Bluespring Wealth Management, LLC$24M
- J.W. COLE ADVISORS, INC.$2M
- NewEdge Advisors, LLC$2M
- TRANSCEND CAPITAL ADVISORS, LLC$766K
- GUGGENHEIM CAPITAL LLC$730K
- Inspire Advisors, LLC$712K
Full exits 18
- SIT INVESTMENT ASSOCIATES INC$32M
- NOMURA HOLDINGS INC$10M
- Bedell Frazier Investment Counselling, LLC$8M
- Sculptor Capital LP$5M
- ABSOLUTE INVESTMENT ADVISERS, LLC$4M
- WOLVERINE ASSET MANAGEMENT LLC$3M
Largest adds
- CAPTRUST FINANCIAL ADVISORS$7M
- Paralel Advisors LLC$5M
- UBS Group AG$5M
- MORGAN STANLEY$4M
- OSAIC HOLDINGS, INC.$4M
- Sanctuary Advisors, LLC$4M
Largest trims
- RIVERNORTH CAPITAL MANAGEMENT, LLC$14M
- EverSource Wealth Advisors, LLC$2M
- WELLS FARGO & COMPANY/MN$2M
- BLUEFIN CAPITAL MANAGEMENT, LLC$1M
- Kingsview Wealth Management, LLC$308K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Paralel Advisors LLC | 2,750,000 | $76M | 12.9% | 2026-Q2 |
| MORGAN STANLEY added | 2,276,748 | $63M | 10.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,971,928 | $54M | 9.2% | 2026-Q2 |
| UBS Group AG added | 1,510,646 | $42M | 7.1% | 2026-Q2 |
| McGowan Group Asset Management, Inc. added | 1,390,745 | $38M | 6.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 929,882 | $26M | 4.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 926,277 | $26M | 4.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 904,201 | $25M | 4.2% | 2026-Q2 |
| Bluespring Wealth Management, LLC new | 877,718 | $24M | 4.1% | 2026-Q2 |
| LPL Financial LLC added | 728,909 | $20M | 3.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 479,412 | $13M | 2.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 437,428 | $12M | 2.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 418,188 | $12M | 2.0% | 2026-Q2 |
| SRH ADVISORS, LLC added | 408,373 | $11M | 1.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 302,343 | $8M | 1.4% | 2026-Q2 |
| C2C Wealth Management, LLC trimmed | 276,620 | $8M | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 247,127 | $7M | 1.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 241,073 | $7M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 177,564 | $5M | 0.8% | 2026-Q2 |
| Karpus Management, Inc. added | 169,607 | $5M | 0.8% | 2026-Q2 |
| Atria Investments, Inc added | 164,937 | $5M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 157,456 | $4M | 0.7% | 2026-Q2 |
| MATRIX PRIVATE CAPITAL GROUP LLC added | 148,193 | $4M | 0.7% | 2026-Q2 |
| Advisory Services Network, LLC added | 138,627 | $4M | 0.6% | 2026-Q2 |
| CONNING INC. added | 132,057 | $4M | 0.6% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 128,956 | $4M | 0.6% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 127,760 | $4M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 106,612 | $3M | 0.5% | 2026-Q2 |
| Smith Asset Management Co., LLC trimmed | 93,866 | $3M | 0.4% | 2026-Q2 |
| Rathbones Group PLC trimmed | 87,931 | $2M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 85,029 | $2M | 0.4% | 2026-Q2 |
| Mariner, LLC added | 84,584 | $2M | 0.4% | 2026-Q2 |
| NWF Advisory Services Inc. added | 82,777 | $2M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 79,513 | $2M | 0.4% | 2026-Q2 |
| Advisory Advocates, LLC added | 78,340 | $2M | 0.4% | 2026-Q2 |
| Venture Visionary Partners LLC | 70,124 | $2M | 0.3% | 2026-Q2 |
| Accel Wealth Management trimmed | 66,098 | $2M | 0.3% | 2026-Q2 |
| World Investment Advisors trimmed | 64,907 | $2M | 0.3% | 2026-Q2 |
| GRIFFIN ASSET MANAGEMENT, INC. added | 62,789 | $2M | 0.3% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 58,606 | $2M | 0.3% | 2026-Q2 |
| Aviance Capital Partners, LLC added | 58,143 | $2M | 0.3% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 58,094 | $2M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 57,017 | $2M | 0.3% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 53,509 | $1M | 0.3% | 2026-Q2 |
| PMG Family Office LLC added | 51,453 | $1M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 50,376 | $1M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 49,099 | $1M | 0.2% | 2026-Q2 |
| BLUEFIN CAPITAL MANAGEMENT, LLC trimmed | 48,680 | $1M | 0.2% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC added | 46,108 | $1M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 45,431 | $1M | 0.2% | 2026-Q2 |
| Beacon Capital Management, Inc. | 45,000 | $1M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 43,466 | $1M | 0.2% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC | 41,854 | $1M | 0.2% | 2026-Q2 |
| CSS LLC/IL trimmed | 41,435 | $1M | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 40,907 | $1M | 0.2% | 2026-Q2 |
| Abel Hall, LLC | 40,000 | $1M | 0.2% | 2026-Q2 |
| Almitas Capital LLC | 38,562 | $1M | 0.2% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 37,644 | $1M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 35,139 | $970K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 34,982 | $965K | 0.2% | 2026-Q2 |
| Westbourne Investment Advisors, Inc. | 34,600 | $955K | 0.2% | 2026-Q2 |
| Symphony Financial Services, Inc. trimmed | 34,124 | $941K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 33,867 | $934K | 0.2% | 2026-Q2 |
| DAVENPORT & Co LLC added | 32,583 | $899K | 0.2% | 2026-Q2 |
| AlphaStar Capital Management, LLC added | 32,186 | $888K | 0.2% | 2026-Q2 |
| Integrated Advisors Network LLC | 31,285 | $863K | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC added | 29,389 | $811K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 29,208 | $806K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 28,177 | $777K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 28,136 | $776K | 0.1% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC new | 27,781 | $766K | 0.1% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 27,655 | $763K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 27,591 | $761K | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 26,475 | $730K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 26,024 | $718K | 0.1% | 2026-Q2 |
| Certified Advisory Corp trimmed | 26,013 | $718K | 0.1% | 2026-Q2 |
| Inspire Advisors, LLC new | 25,824 | $712K | 0.1% | 2026-Q2 |
| Investment Partners Asset Management, Inc. added | 25,522 | $704K | 0.1% | 2026-Q2 |
| Americana Partners, LLC | 25,010 | $690K | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC added | 24,826 | $685K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 24,809 | $684K | 0.1% | 2026-Q2 |
| Z3 Capital Partners, LLC trimmed | 24,434 | $674K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 23,344 | $644K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,070 | $636K | 0.1% | 2026-Q2 |
| Atlas Brown,Inc. trimmed | 22,012 | $607K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 21,863 | $603K | 0.1% | 2026-Q2 |
| Garden State Investment Advisory Services LLC trimmed | 21,739 | $600K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 21,409 | $593K | 0.1% | 2026-Q2 |
| Quad-Cities Investment Group, LLC added | 21,344 | $589K | 0.1% | 2026-Q2 |
| HBK Sorce Advisory LLC | 21,255 | $580K | 0.1% | 2026-Q2 |
| Mezzasalma Advisors, LLC added | 21,172 | $584K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 21,034 | $580K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 20,429 | $564K | 0.1% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC added | 20,242 | $558K | 0.1% | 2026-Q2 |
| Weinberger Asset Management, Inc | 20,150 | $560K | 0.1% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 20,057 | $553K | 0.1% | 2026-Q2 |
| PFG Investments, LLC added | 19,812 | $547K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 19,749 | $545K | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 19,712 | $544K | 0.1% | 2026-Q2 |
| MERIDIAN INVESTMENT COUNSEL INC. trimmed | 19,681 | $543K | 0.1% | 2026-Q2 |
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.