UTEN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +13.3% ·
share flow +30.0% ·
net new positions +11.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | — |
| Q3 2025 | 4 | 0 | 442.08K | $19.55M | — | — |
| Q2 2025 | 1 | 0 | 13.79K | $605,425 | — | — |
| Q1 2025 | 1 | 0 | 10.15K | $445,624 | — | — |
| Q4 2024 | 1 | +1 | 31.25K | $1.33M | +1 | — |
| Q2 2024 | 1 | — | 22.88K | $994,006 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 538.31K | +45.4% | $23.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 538.31K | +45.4% | $23.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 238.87K | +1293.1% | $10.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 238.87K | +1293.1% | $10.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 220.01K | +8.7% | $9.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 139.65K | +64.9% | $6.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 107.34K | -4.9% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 70.92K | +140.4% | $3.09M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 9 | Stifel Financial Corp | 50.44K | -13.6% | $2.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | UBS Group AG | 50.12K | +7.3% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 40.92K | New | $1.78M | 0.0% | New | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 36.02K | +2776.8% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 36.02K | +2776.8% | $1.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 34.27K | New | $1.49M | 0.0% | New | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 30.01K | +21.5% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jane Street Group, Llc | 19.53K | +25.3% | $851,476 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 5.18K | New | $225,720 | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 1.10K | +266.7% | $47,960 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 287 | New | $12,513 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cwm, Llc | 32 | 0.0% | $1,395 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Envestnet Asset Management Inc | $1.78M | 0.0% |
| Mml Investors Services, Llc | $1.49M | 0.0% |
| Mercer Global Advisors Inc… | $225,720 | 0.0% |
| Wells Fargo & Company/Mn | $12,513 | 0.0% |
Exited
| Susquehanna International… | $220,274 | was 0.0% |
| Fidelity (FMR) | $12,203 | was 0.0% |
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.