UTEN(UTEN)
UTEN
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ALTFEST L J & CO INC | 831.67K | Jun 30, 26 | +10.52K | 12.43% |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 598.33K | Jun 30, 26 | +3.51K | 8.94% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 375.02K | Jun 30, 26 | -23.17K | 5.60% |
| COMMONWEALTH EQUITY SERVICES, LLC | 109.69K | Jun 30, 26 | +2.35K | 1.64% |
| Apollon Wealth Management, LLC | 62.26K | Jun 30, 26 | -- | 0.93% |
| Crew Capital Management, Ltd. | 41.83K | Jun 30, 26 | +9.02K | 0.63% |
| ENVESTNET ASSET MANAGEMENT INC | 41.28K | Jun 30, 26 | +365 | 0.62% |
| Wealthcare Advisory Partners LLC | 25.35K | Jun 30, 26 | -38.55K | 0.38% |
| Foguth Wealth Management, LLC. | 24.84K | Jun 30, 26 | -46.89K | 0.37% |
| TRUIST FINANCIAL CORP | 19.96K | Jun 30, 26 | -10.05K | 0.30% |
| Stewardship Advisors, LLC | 17.14K | Jun 30, 26 | +1.83K | 0.26% |
| STAPP WEALTH MANAGEMENT, PLLC | 14.82K | Jun 30, 26 | -- | 0.22% |
| J.W. COLE ADVISORS, INC. | 14.44K | Jun 30, 26 | +143 | 0.22% |
| Global View Capital Management LLC | 14.31K | Jun 30, 26 | -573 | 0.21% |
| F/M Investments LLC | 11.98K | Jun 30, 26 | +360 | 0.18% |
| DAYMARK WEALTH PARTNERS, LLC | 10.52K | Jun 30, 26 | +10.52K | 0.16% |
| Kovack Advisors, Inc. | 8.55K | Jun 30, 26 | +8.55K | 0.13% |
| Savvy Advisors, Inc. | 6.54K | Jun 30, 26 | +6.54K | 0.10% |
| LVW Advisors, LLC | 6.35K | Jun 30, 26 | +850 | 0.09% |
| Cambridge Investment Research Advisors, Inc. | 5.80K | Jun 30, 26 | -68 | 0.09% |
| Valtinson Bruner Financial Planning LLC | 5.30K | Jun 30, 26 | +24 | 0.08% |
| HighPoint Advisor Group LLC | 5.26K | Jun 30, 26 | -- | 0.08% |
| Royal Fund Management, LLC | 4.67K | Jun 30, 26 | +4.67K | 0.07% |
| EverSource Wealth Advisors, LLC | 3.38K | Jun 30, 26 | +926 | 0.05% |
| CX Institutional | 1.50K | Jun 30, 26 | +1.50K | 0.02% |
| Bank of New Hampshire | 900 | Jun 30, 26 | +900 | 0.01% |
| Spire Wealth Management | 547 | Jun 30, 26 | -- | 0.01% |
| SOA Wealth Advisors, LLC. | 216 | Jun 30, 26 | +216 | 0.00% |
| AE Wealth Management LLC | 106 | Jun 30, 26 | -300 | 0.00% |
| Strategic Investment Solutions, Inc. /IL | 5 | Jun 30, 26 | +5 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 2 | Jun 30, 26 | -- | 0.00% |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -634 | -- |
| Coastal Investment Advisors, Inc. | -- | Jun 30, 26 | -550 | -- |
| Farther Finance Advisors, LLC | -- | Jun 30, 26 | -28.02K | -- |
| Equitable Holdings, Inc. | 845.16K | Mar 31, 26 | +146.89K | 12.63% |
| MORGAN STANLEY | 538.31K | Mar 31, 26 | +168.19K | 8.04% |
| RAYMOND JAMES FINANCIAL INC | 238.87K | Mar 31, 26 | +221.72K | 3.57% |
| LPL Financial LLC | 220.01K | Mar 31, 26 | +17.59K | 3.29% |
| GOLDMAN SACHS GROUP INC | 139.65K | Mar 31, 26 | +54.97K | 2.09% |
| CITADEL ADVISORS LLC | 70.92K | Mar 31, 26 | +41.42K | 1.06% |
| STIFEL FINANCIAL CORP | 50.44K | Mar 31, 26 | -7.95K | 0.75% |
| UBS Group AG | 50.12K | Mar 31, 26 | +3.41K | 0.75% |
| JPMORGAN CHASE & CO | 36.02K | Mar 31, 26 | +34.77K | 0.54% |
| NewEdge Advisors, LLC | 34.92K | Mar 31, 26 | -1.66K | 0.52% |
| MML INVESTORS SERVICES, LLC | 34.27K | Mar 31, 26 | +34.27K | 0.51% |
| NICOLET BANKSHARES INC | 20.99K | Mar 31, 26 | +20.99K | 0.31% |
| JANE STREET GROUP, LLC | 19.53K | Mar 31, 26 | +3.94K | 0.29% |
| Sanctuary Advisors, LLC | 18.57K | Mar 31, 26 | -1.77K | 0.28% |
| Empirical Asset Management, LLC | 16.14K | Mar 31, 26 | -104.71K | 0.24% |
| LAIRD NORTON TRUST COMPANY, LLC | 6.35K | Mar 31, 26 | -1.02K | 0.09% |
| GTS SECURITIES LLC | 5.66K | Mar 31, 26 | +5.66K | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.18K | Mar 31, 26 | +5.18K | 0.08% |
| Geneos Wealth Management Inc. | 2.00K | Mar 31, 26 | -- | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 1.10K | Mar 31, 26 | +800 | 0.02% |
| Steward Partners Investment Advisory, LLC | 680 | Mar 31, 26 | -292 | 0.01% |
| Advisory Services Network, LLC | 441 | Mar 31, 26 | +441 | 0.01% |
| WELLS FARGO & COMPANY/MN | 287 | Mar 31, 26 | +287 | 0.00% |
| Aptus Capital Advisors, LLC | 87 | Mar 31, 26 | -- | 0.00% |
| CWM, LLC | 32 | Mar 31, 26 | -- | 0.00% |
| FMR LLC | -- | Mar 31, 26 | -277 | -- |
| VestGen Advisors, LLC | -- | Mar 31, 26 | -5.49K | -- |
| Tower Research Capital LLC (TRC) | -- | Mar 31, 26 | -10.69K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Mar 31, 26 | -5.00K | -- |
| THOROUGHBRED FINANCIAL SERVICES, LLC | -- | Mar 31, 26 | -7.31K | -- |
| MidWestOne Financial Group, Inc. | 25.05K | Dec 31, 25 | -140.47K | 0.37% |
| Atria Wealth Solutions, Inc. | -- | Jun 30, 25 | -10.10K | -- |
| Truadvice, LLC | 34.43K | Sep 30, 23 | +34.43K | 0.51% |