UTEN
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.2% ·
share flow -5.5% ·
net new positions -6.7%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 ✦ | 468.06K | -13.1% | $20.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 468.06K | -13.1% | $20.22M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Raymond James Financial Inc | 302.91K | +26.8% | $13.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 302.91K | +26.8% | $13.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 192.64K | -12.4% | $8.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 149.16K | +6.8% | $6.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 109.69K | +2.2% | $4.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 57.94K | +60.9% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 57.94K | +60.9% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | UBS Group AG | 48.67K | -2.9% | $2.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Stifel Financial Corp | 44.37K | -12.1% | $1.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 41.28K | +0.9% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 38.61K | +12.7% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 19.96K | -33.5% | $862,271 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 13.98K | -80.3% | $603,837 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 5.18K | 0.0% | $223,642 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 2.30K | New | $100,220 | 0.0% | New | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 600 | -45.5% | $25,920 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jones Financial Companies Lllp | $100,220 | 0.0% |
Exited
| Jane Street Group, Llc | $851,476 | was 0.0% |
| Wells Fargo & Company/Mn | $12,513 | 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.