UTEN institutional holders

RBB FD INC · 13F, 2026Q2

Managers holding54
Shares held4,628,667
Reported value$200.0m
Quarter flows12 new, 18 added, 15 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Equitable Holdings, Inc.875,442$37.8m0.2%
ALTFEST L J & CO INC831,674$35.9m3.5%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV598,332$25.8m3.7%
MORGAN STANLEY468,060$20.2m0.0%
WEALTHCARE CAPITAL MANAGEMENT LLC375,016$16.2m1.5%
RAYMOND JAMES FINANCIAL INC302,909$13.1m0.0%
LPL Financial LLC192,642$8.3m0.0%
GOLDMAN SACHS GROUP INC149,164$6.4m0.0%
COMMONWEALTH EQUITY SERVICES, LLC109,688$4.7m0.0%
Apollon Wealth Management, LLC62,260$2.7m0.0%
JPMORGAN CHASE & CO57,942$2.5m0.0%
UBS Group AG48,672$2.1m0.0%
STIFEL FINANCIAL CORP44,366$1.9m0.0%
Crew Capital Management, Ltd41,831$1.8m1.0%
FLOW TRADERS U.S. LLC41,810$1.8m0.1%
ENVESTNET ASSET MANAGEMENT INC41,281$1.8m0.0%
MML INVESTORS SERVICES, LLC38,614$1.7m0.0%
NewEdge Advisors, LLC36,720$1.6m0.0%
Wealthcare Advisory Partners LLC25,346$1.1m0.0%
Foguth Wealth Management, LLC.24,840$1.1m0.1%
Tower Research Capital LLC (TRC)20,761$896,8570.0%
NICOLET BANKSHARES INC20,068$866,9200.0%
TRUIST FINANCIAL CORP19,960$862,2710.0%
Sanctuary Advisors, LLC18,573$802,3370.0%
Stewardship Advisors, LLC17,135$740,2170.2%

Every holder, line by line, and the full history since 2013: yf.Client().holders("UTEN"). UTEN price history · All 13F data

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