UTEN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +7.1% ·
share flow +4.7% ·
net new positions +6.7%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -1 | 1.50M | $64.61M | +1 | −2 |
| Q1 2026 | 17 | +2 | 1.58M | $69.02M | +4 | −2 |
| Q4 2025 | 15 | +1 | 969.02K | $42.69M | +1 | n/a |
| Q3 2025 | 4 | 0 | 442.08K | $19.55M | n/a | n/a |
| Q2 2025 | 1 | 0 | 13.79K | $605,425 | n/a | n/a |
| Q1 2025 | 1 | 0 | 10.15K | $445,624 | n/a | n/a |
| Q4 2024 | 1 | +1 | 31.25K | $1.33M | +1 | n/a |
| Q2 2024 | 1 | n/a | 22.88K | $994,006 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 370.11K | +10.5% | $16.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 202.41K | n/a | $8.92M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Commonwealth Equity Services, Llc | 112.92K | n/a | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 84.68K | 0.0% | $3.73M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Stifel Financial Corp | 58.40K | n/a | $2.57M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 46.70K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 29.49K | +43.0% | $1.30M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Truist Financial Corp | 24.70K | n/a | $1.09M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 17.15K | n/a | $755,406 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Jane Street Group, Llc | 15.59K | n/a | $686,681 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 5.00K | n/a | $220,274 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 1.25K | -25.9% | $55,156 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 300 | n/a | $13,215 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 277 | New | $12,203 | 0.0% | New | 1 | SEC ↗ |
| 15 | Cwm, Llc | 32 | n/a | $1,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $12,203 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 48 holders, 4.56M shares, $198.92M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.