Who owns UTF (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-Q1 13F filings. 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
39 tracked funds added or opened UTF while 21 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
UTF’s largest tracked holder by dollar value, Paralel Advisors LLC, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.2pp 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 2025-Q4 and 2026-Q1, across 245 tracked filers holding UTF, 121 increased or opened the position and 92 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 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 7
- Sculptor Capital LP$5M
- Karpus Management, Inc.$4M
- TORONTO DOMINION BANK$2M
- Shaker Financial Services, LLC$2M
- Advisors Asset Management, Inc.$1M
- HBK Sorce Advisory LLC$574K
Full exits 8
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$7M
- NewEdge Advisors, LLC$1M
- J.W. COLE ADVISORS, INC.$1M
- Weiss Asset Management LP$1M
- Marex Group plc$1M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1M
Largest adds
- WELLS FARGO & COMPANY/MN$11M
- UBS Group AG$10M
- Paralel Advisors LLC$5M
- MORGAN STANLEY$4M
- BANK OF AMERICA CORP /DE/$3M
- RAYMOND JAMES FINANCIAL INC$3M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$73M
- SIT INVESTMENT ASSOCIATES INC$32M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$13M
- NOMURA HOLDINGS INC$3M
- READYSTATE ASSET MANAGEMENT LP$3M
- Yakira Capital Management, Inc.$3M
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 |
|---|---|---|---|---|
| Paralel Advisors LLC | 2,750,000 | $71M | 11.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,259,146 | $58M | 9.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,170,769 | $56M | 8.8% | 2026-Q1 |
| UBS Group AG added | 1,432,538 | $37M | 5.8% | 2026-Q1 |
| McGowan Group Asset Management, Inc. added | 1,382,321 | $36M | 5.6% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 1,231,248 | $32M | 5.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 936,075 | $24M | 3.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 898,270 | $23M | 3.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 897,160 | $23M | 3.6% | 2026-Q1 |
| LPL Financial LLC added | 683,098 | $18M | 2.8% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 612,176 | $16M | 2.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 416,009 | $11M | 1.7% | 2026-Q1 |
| SRH ADVISORS, LLC added | 408,330 | $11M | 1.6% | 2026-Q1 |
| NOMURA HOLDINGS INC trimmed | 404,414 | $10M | 1.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 349,111 | $9M | 1.4% | 2026-Q1 |
| Bedell Frazier Investment Counselling, LLC trimmed | 309,461 | $8M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 286,254 | $7M | 1.2% | 2026-Q1 |
| C2C Wealth Management, LLC added | 277,370 | $7M | 1.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 238,551 | $6M | 1.0% | 2026-Q1 |
| Sculptor Capital LP new | 187,057 | $5M | 0.8% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 183,558 | $5M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 169,927 | $4M | 0.7% | 2026-Q1 |
| Karpus Management, Inc. new | 169,477 | $4M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 160,255 | $4M | 0.6% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC trimmed | 142,391 | $4M | 0.6% | 2026-Q1 |
| CONNING INC. added | 129,699 | $3M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 125,874 | $3M | 0.5% | 2026-Q1 |
| MATRIX PRIVATE CAPITAL GROUP LLC added | 120,381 | $3M | 0.5% | 2026-Q1 |
| Advisory Services Network, LLC added | 119,194 | $3M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 114,357 | $3M | 0.5% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 113,419 | $3M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 111,886 | $3M | 0.5% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 109,907 | $3M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 105,872 | $3M | 0.4% | 2026-Q1 |
| Rathbones Group PLC trimmed | 99,276 | $3M | 0.4% | 2026-Q1 |
| Smith Asset Management Co., LLC trimmed | 94,880 | $2M | 0.4% | 2026-Q1 |
| BLUEFIN CAPITAL MANAGEMENT, LLC trimmed | 91,699 | $2M | 0.4% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 24,135 | $2M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 85,356 | $2M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 79,486 | $2M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 79,343 | $2M | 0.3% | 2026-Q1 |
| Advisory Advocates, LLC added | 77,897 | $2M | 0.3% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 75,320 | $2M | 0.3% | 2026-Q1 |
| Yakira Capital Management, Inc. trimmed | 74,722 | $2M | 0.3% | 2026-Q1 |
| Accel Wealth Management trimmed | 73,092 | $2M | 0.3% | 2026-Q1 |
| TORONTO DOMINION BANK new | 72,058 | $2M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 71,391 | $2M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 71,105 | $2M | 0.3% | 2026-Q1 |
| Venture Visionary Partners LLC added | 70,124 | $2M | 0.3% | 2026-Q1 |
| Shaker Financial Services, LLC added | 65,899 | $2M | 0.3% | 2026-Q1 |
| World Investment Advisors added | 65,222 | $2M | 0.3% | 2026-Q1 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 63,055 | $2M | 0.3% | 2026-Q1 |
| Aviance Capital Partners, LLC added | 57,521 | $1M | 0.2% | 2026-Q1 |
| Quarry LP | 56,139 | $1M | 0.2% | 2026-Q1 |
| Creative Planning added | 54,222 | $1M | 0.2% | 2026-Q1 |
| PMG Family Office LLC added | 51,071 | $1M | 0.2% | 2026-Q1 |
| CSS LLC/IL trimmed | 50,435 | $1M | 0.2% | 2026-Q1 |
| &PARTNERS added | 49,347 | $1M | 0.2% | 2026-Q1 |
| Beacon Capital Management, Inc. | 45,000 | $1M | 0.2% | 2026-Q1 |
| GRIFFIN ASSET MANAGEMENT, INC. added | 42,355 | $1M | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. added | 42,113 | $1M | 0.2% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC | 41,854 | $1M | 0.2% | 2026-Q1 |
| Abel Hall, LLC added | 40,000 | $1M | 0.2% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 39,387 | $1M | 0.2% | 2026-Q1 |
| Almitas Capital LLC | 38,562 | $998K | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 38,291 | $991K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 38,280 | $991K | 0.2% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. trimmed | 37,644 | $974K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 37,120 | $961K | 0.1% | 2026-Q1 |
| CWM, LLC trimmed | 35,794 | $926K | 0.1% | 2026-Q1 |
| Symphony Financial Services, Inc. added | 35,434 | $917K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 35,273 | $913K | 0.1% | 2026-Q1 |
| Westbourne Investment Advisors, Inc. added | 34,600 | $895K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 33,151 | $858K | 0.1% | 2026-Q1 |
| AlphaStar Capital Management, LLC trimmed | 32,005 | $828K | 0.1% | 2026-Q1 |
| Integrated Advisors Network LLC trimmed | 31,285 | $810K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 31,227 | $808K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 30,516 | $790K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 30,140 | $780K | 0.1% | 2026-Q1 |
| Certified Advisory Corp trimmed | 29,586 | $766K | 0.1% | 2026-Q1 |
| AlphaCore Capital LLC added | 29,124 | $754K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 28,615 | $741K | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC added | 28,149 | $729K | 0.1% | 2026-Q1 |
| Cornerstone Advisors, LLC added | 390,414 | $10M | 1.5% | 2025-Q3 stale |
| BOOTHBAY FUND MANAGEMENT, LLC new | 379,643 | $9M | 1.5% | 2025-Q3 stale |
| Alpine Global Management, LLC added | 376,600 | $9M | 1.5% | 2025-Q3 stale |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 293,500 | $7M | 1.1% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP new | 121,621 | $3M | 0.5% | 2025-Q3 stale |
| Cable Car Capital, LP new | 100,000 | $2M | 0.4% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP new | 83,245 | $2M | 0.3% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 80,493 | $2M | 0.3% | 2025-Q3 stale |
| Consolidated Portfolio Review Corp trimmed | 80,149 | $2M | 0.3% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 57,853 | $2M | 0.2% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 60,300 | $1M | 0.2% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 58,462 | $1M | 0.2% | 2025-Q4 stale |
| Weiss Asset Management LP added | 47,150 | $1M | 0.2% | 2025-Q4 stale |
| Marex Group plc new | 42,989 | $1M | 0.2% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 41,552 | $1M | 0.2% | 2025-Q4 stale |
| Advisor Resource Council trimmed | 32,062 | $819K | 0.1% | 2025-Q1 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 33,223 | $801K | 0.1% | 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.
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.