Who owns UTWO
Which tracked institutional funds hold UTWO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UTWO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
13 tracked funds added or opened UTWO while 14 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
UTWO’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UTWO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in UTWO 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 74 tracked filers holding UTWO, 35 increased or opened the position and 36 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 UTWO 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 3
- Hapanowicz & Associates Financial Services, Inc$36M
- Odyssey Group, LLC$21M
- ALONGSIDE, LLC$781K
Full exits 4
- Janney Montgomery Scott LLC$3M
- CITADEL ADVISORS LLC$2M
- GOLDMAN SACHS GROUP INC$1M
- Tower Research Capital LLC (TRC)$987K
Largest adds
- Tidal Investments LLC$13M
- MORGAN STANLEY$13M
- RAYMOND JAMES FINANCIAL INC$2M
- MML INVESTORS SERVICES, LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
- WELLS FARGO & COMPANY/MN$977K
Largest trims
- 49 WEALTH MANAGEMENT, LLC$8M
- UBS Group AG$3M
- LPL Financial LLC$1M
- Ameritas Advisory Services, LLC$434K
- Private Advisor Group, LLC$423K
- STIFEL FINANCIAL CORP$418K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,573,368 | $75M | 25.9% | 2026-Q2 |
| Hapanowicz & Associates Financial Services, Inc new | 740,232 | $36M | 12.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 692,082 | $33M | 11.4% | 2026-Q2 |
| Odyssey Group, LLC new | 438,675 | $21M | 7.2% | 2026-Q2 |
| Tidal Investments LLC added | 285,251 | $14M | 4.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 264,427 | $13M | 4.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 215,713 | $10M | 3.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 213,685 | $10M | 3.5% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 124,771 | $6M | 2.1% | 2026-Q2 |
| Luminist Capital LLC added | 116,753 | $6M | 1.9% | 2026-Q2 |
| UBS Group AG trimmed | 90,673 | $4M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 86,607 | $4M | 1.4% | 2026-Q2 |
| Insight Wealth Partners, LLC added | 73,213 | $4M | 1.2% | 2026-Q2 |
| Marshall & Sterling Wealth Advisors Inc. added | 59,825 | $3M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 55,680 | $3M | 0.9% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 53,992 | $3M | 0.9% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 44,237 | $2M | 0.7% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 43,072 | $2M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 42,591 | $2M | 0.7% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 37,227 | $2M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 29,534 | $1M | 0.5% | 2026-Q2 |
| KPP Advisory Services LLC | 28,869 | $1M | 0.5% | 2026-Q2 |
| 4WEALTH ADVISORS, INC. trimmed | 23,408 | $1M | 0.4% | 2026-Q2 |
| IFP Advisors, Inc added | 21,814 | $1M | 0.4% | 2026-Q2 |
| Weaver Consulting Group added | 21,200 | $1M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 20,031 | $961K | 0.3% | 2026-Q2 |
| Curran Financial Partners, LLC trimmed | 18,461 | $885K | 0.3% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 17,182 | $824K | 0.3% | 2026-Q2 |
| CoreCap Advisors, LLC added | 16,908 | $811K | 0.3% | 2026-Q2 |
| WealthBridge Capital Management, LLC | 16,562 | $794K | 0.3% | 2026-Q2 |
| 49 WEALTH MANAGEMENT, LLC trimmed | 16,284 | $781K | 0.3% | 2026-Q2 |
| ALONGSIDE, LLC new | 16,284 | $781K | 0.3% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 14,912 | $715K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 14,583 | $699K | 0.2% | 2026-Q2 |
| Stewardship Advisors, LLC added | 13,174 | $632K | 0.2% | 2026-Q2 |
| LVW Advisors, LLC trimmed | 11,591 | $556K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 9,737 | $467K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. trimmed | 7,793 | $374K | 0.1% | 2026-Q2 |
| Proactive Wealth Strategies LLC new | 7,416 | $356K | 0.1% | 2026-Q2 |
| Royal Fund Management, LLC new | 6,268 | $301K | 0.1% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. | 5,750 | $276K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 5,568 | $267K | 0.1% | 2026-Q2 |
| Crew Capital Management, Ltd new | 5,433 | $261K | 0.1% | 2026-Q2 |
| FELL CAPITAL MANAGEMENT /ADV | 5,175 | $248K | 0.1% | 2026-Q2 |
| F/m Investments LLC trimmed | 5,147 | $247K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 4,938 | $237K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 4,895 | $235K | 0.1% | 2026-Q2 |
| BCS Private Wealth Management, Inc. | 4,700 | $225K | 0.1% | 2026-Q2 |
| Kraft, Davis & Associates, LLC | 4,480 | $215K | 0.1% | 2026-Q2 |
| WBI INVESTMENTS, LLC trimmed | 4,266 | $205K | 0.1% | 2026-Q2 |
| Maridea Wealth Management LLC trimmed | 4,187 | $201K | 0.1% | 2026-Q2 |
| Crews Bank & Trust trimmed | 4,025 | $193K | 0.1% | 2026-Q2 |
| Brentview Investment Management LLC | 4,000 | $192K | 0.1% | 2026-Q2 |
| CENTRAL TRUST Co | 3,400 | $163K | 0.1% | 2026-Q2 |
| Harborfront Financial Group LLC new | 2,840 | $136K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 2,550 | $122K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 2,020 | $97K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,434 | $69K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 1,394 | $67K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 862 | $42K | 0.0% | 2026-Q2 |
| Alpine Bank Wealth Management trimmed | 836 | $40K | 0.0% | 2026-Q2 |
| West Branch Capital LLC added | 573 | $27K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 500 | $24K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 412 | $20K | 0.0% | 2026-Q2 |
| Allied Private Wealth LLC new | 200 | $10K | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC new | 200 | $10K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 183 | $9K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 151 | $7K | 0.0% | 2026-Q2 |
| Front Row Advisors LLC | 100 | $5K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC new | 84 | $4K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 45 | $2K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 24 | $1K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 2 | $103 | 0.0% | 2026-Q2 |
| Sankala Group LLC trimmed | 1 | $48 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC trimmed | 64,735 | $3M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 43,202 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC added | 27,016 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) added | 20,451 | $987K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 6,851 | $331K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MILLINGTON SECURITIES, LLC new | 6,124 | $296K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 5,028 | $243K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| PERSPECTIVE WEALTH ADVISORS LLC trimmed | 5,004 | $242K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC added | 4,500 | $217K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| RFG Advisory, LLC new | 4,306 | $208K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA added | 12,261 | $596K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| PLANWISER FINANCIAL, LLC new | 5,121 | $249K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 4,881 | $237K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| O'ROURKE & COMPANY, Inc added | 4,454 | $216K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Savvy Advisors, Inc. new | 4,359 | $212K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Sanctuary Advisors, LLC | 78,553 | $4M | 1.3% | 2025-Q3 stale (3 quarters behind) |
| JANE STREET GROUP, LLC new | 28,592 | $1M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| PARK AVENUE SECURITIES LLC new | 24,368 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 21,945 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Heck Capital Advisors, LLC trimmed | 6,463 | $314K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| RITHOLTZ WEALTH MANAGEMENT added | 11,633 | $565K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| J.W. COLE ADVISORS, INC. trimmed | 6,614 | $321K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Financial Advocates Investment Management trimmed | 5,400 | $262K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Revolve Wealth Partners, LLC | 4,902 | $238K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Vontobel Holding Ltd. | 4,874 | $237K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 4,265 | $207K | 0.1% | 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.