UTWO(UTWO)
UTWO
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 1.57M | Jun 30, 26 | +280.74K | 15.95% |
| Hapanowicz & Associates Financial Services, Inc | 740.23K | Jun 30, 26 | +740.23K | 7.50% |
| LPL Financial LLC | 692.08K | Jun 30, 26 | -22.66K | 7.02% |
| Toroso Investments, LLC | 285.25K | Jun 30, 26 | +272.15K | 2.89% |
| ENVESTNET ASSET MANAGEMENT INC | 215.71K | Jun 30, 26 | +23.77K | 2.19% |
| MML INVESTORS SERVICES, LLC | 213.69K | Jun 30, 26 | +39.55K | 2.17% |
| Luminist Capital LLC | 116.75K | Jun 30, 26 | +10.34K | 1.18% |
| UBS Group AG | 90.67K | Jun 30, 26 | -58.49K | 0.92% |
| STIFEL FINANCIAL CORP | 86.61K | Jun 30, 26 | -8.07K | 0.88% |
| Insight Wealth Partners, LLC | 73.21K | Jun 30, 26 | +14.30K | 0.74% |
| Janney Montgomery Scott LLC | 63.58K | Jun 30, 26 | -1.16K | 0.64% |
| Marshall & Sterling Wealth Advisors Inc. | 59.83K | Jun 30, 26 | +712 | 0.61% |
| NewEdge Advisors, LLC | 55.68K | Jun 30, 26 | -9.34K | 0.56% |
| EP Wealth Advisors, LLC | 53.99K | Jun 30, 26 | -4.40K | 0.55% |
| Wealthcare Advisory Partners LLC | 44.24K | Jun 30, 26 | +6.10K | 0.45% |
| Stratos Wealth Partners, LTD. | 43.07K | Jun 30, 26 | -5.42K | 0.44% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 37.23K | Jun 30, 26 | +1.51K | 0.38% |
| COMMONWEALTH EQUITY SERVICES, LLC | 29.53K | Jun 30, 26 | -1.04K | 0.30% |
| KPP Advisory Services LLC | 28.87K | Jun 30, 26 | -- | 0.29% |
| 4WEALTH ADVISORS, INC. | 23.41K | Jun 30, 26 | -7.23K | 0.24% |
| IFP Advisors, Inc | 21.81K | Jun 30, 26 | +6 | 0.22% |
| Weaver Consulting Group | 21.20K | Jun 30, 26 | +13.95K | 0.21% |
| INDEPENDENT FINANCIAL GROUP, LLC | 20.03K | Jun 30, 26 | -4.50K | 0.20% |
| Curran Financial Partners, LLC | 18.46K | Jun 30, 26 | -737 | 0.19% |
| HighPoint Advisor Group LLC | 17.18K | Jun 30, 26 | -5.18K | 0.17% |
| CoreCap Advisors, LLC | 16.91K | Jun 30, 26 | +3.63K | 0.17% |
| WealthBridge Capital Management, LLC | 16.56K | Jun 30, 26 | -- | 0.17% |
| 49 WEALTH MANAGEMENT, LLC | 16.28K | Jun 30, 26 | -168.75K | 0.17% |
| Empirical Asset Management, LLC | 14.91K | Jun 30, 26 | -193 | 0.15% |
| Private Advisor Group, LLC | 14.58K | Jun 30, 26 | -8.66K | 0.15% |
| Stewardship Advisors, LLC | 13.17K | Jun 30, 26 | +2.08K | 0.13% |
| LVW Advisors, LLC | 11.59K | Jun 30, 26 | -2.34K | 0.12% |
| Cetera Investment Advisers | 9.74K | Jun 30, 26 | +2.18K | 0.10% |
| Cambridge Investment Research Advisors, Inc. | 9.45K | Jun 30, 26 | +2.60K | 0.10% |
| Kovack Advisors, Inc. | 7.79K | Jun 30, 26 | -112 | 0.08% |
| Proactive Wealth Strategies LLC | 7.42K | Jun 30, 26 | +7.42K | 0.08% |
| Royal Fund Management, LLC | 6.27K | Jun 30, 26 | +6.27K | 0.06% |
| CULLEN/FROST BANKERS, INC. | 5.75K | Jun 30, 26 | -- | 0.06% |
| Crew Capital Management, Ltd. | 5.43K | Jun 30, 26 | +5.43K | 0.06% |
| F/M Investments LLC | 5.15K | Jun 30, 26 | -398 | 0.05% |
| TRUIST FINANCIAL CORP | 4.94K | Jun 30, 26 | +17 | 0.05% |
| SRS Capital Advisors, Inc. | 4.89K | Jun 30, 26 | +4.89K | 0.05% |
| BCS Private Wealth Management, Inc. | 4.70K | Jun 30, 26 | -- | 0.05% |
| Kraft, Davis & Associates, LLC | 4.48K | Jun 30, 26 | -- | 0.05% |
| WBI INVESTMENTS, INC. | 4.27K | Jun 30, 26 | -1.86K | 0.04% |
| Maridea Wealth Management LLC | 4.19K | Jun 30, 26 | -70 | 0.04% |
| Crews Bank & Trust | 4.03K | Jun 30, 26 | -105 | 0.04% |
| Brentview Investment Management LLC | 4.00K | Jun 30, 26 | -- | 0.04% |
| CENTRAL TRUST Co | 3.40K | Jun 30, 26 | -- | 0.03% |
| Aptus Capital Advisors, LLC | 2.55K | Jun 30, 26 | -- | 0.03% |
| FIFTH THIRD BANCORP | 1.43K | Jun 30, 26 | -- | 0.01% |
| BANK OF MONTREAL /CAN/ | 1.39K | Jun 30, 26 | -- | 0.01% |
| Integrated Wealth Concepts LLC | 1.25K | Jun 30, 26 | +1.25K | 0.01% |
| CX Institutional | 1.01K | Jun 30, 26 | +1.01K | 0.01% |
| Alpine Bank Wealth Management | 836 | Jun 30, 26 | +836 | 0.01% |
| West Branch Capital LLC | 573 | Jun 30, 26 | +4 | 0.01% |
| PRIVATE TRUST CO NA | 500 | Jun 30, 26 | -- | 0.01% |
| Global Retirement Partners, LLC | 412 | Jun 30, 26 | +412 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 200 | Jun 30, 26 | +200 | 0.00% |
| Allworth Financial LP | 183 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 151 | Jun 30, 26 | -99 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 126 | Jun 30, 26 | +126 | 0.00% |
| Front Row Advisors LLC | 100 | Jun 30, 26 | -- | 0.00% |
| WHITTIER TRUST CO OF NEVADA INC | 84 | Jun 30, 26 | +84 | 0.00% |
| FMR LLC | 45 | Jun 30, 26 | -410 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 2 | Jun 30, 26 | -- | 0.00% |
| RFG Advisory, LLC | -- | Jun 30, 26 | -4.31K | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -5.03K | -- |
| SIMPLEX TRADING, LLC | -- | Jun 30, 26 | -99 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -381 | -- |
| Kestra Advisory Services, LLC | -- | Jun 30, 26 | -4.50K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -20.45K | -- |
| Longview Financial Advisors, Inc. | -- | Jun 30, 26 | -119 | -- |
| MORGAN STANLEY | 1.29M | Mar 31, 26 | +255.03K | 13.10% |
| RAYMOND JAMES FINANCIAL INC | 217.85K | Mar 31, 26 | +77.83K | 2.21% |
| UBS Group AG | 149.16K | Mar 31, 26 | -35.24K | 1.51% |
| Federation des caisses Desjardins du Quebec | 131.39K | Mar 31, 26 | +131.39K | 1.33% |
| STIFEL FINANCIAL CORP | 94.68K | Mar 31, 26 | -6.30K | 0.96% |
| NewEdge Advisors, LLC | 65.02K | Mar 31, 26 | +1.27K | 0.66% |
| EP Wealth Advisors, LLC | 58.39K | Mar 31, 26 | +702 | 0.59% |
| CITADEL ADVISORS LLC | 43.20K | Mar 31, 26 | +33.35K | 0.44% |
| GOLDMAN SACHS GROUP INC | 27.02K | Mar 31, 26 | +12.02K | 0.27% |
| WELLS FARGO & COMPANY/MN | 22.07K | Mar 31, 26 | +9.75K | 0.22% |
| Curran Financial Partners, LLC | 19.20K | Mar 31, 26 | -4.58K | 0.19% |
| Toroso Investments, LLC | 13.10K | Mar 31, 26 | -14.49K | 0.13% |
| Ameritas Advisory Services, LLC | 9.01K | Mar 31, 26 | +778 | 0.09% |
| Cetera Investment Advisers | 7.56K | Mar 31, 26 | -171 | 0.08% |
| WBI INVESTMENTS, INC. | 6.12K | Mar 31, 26 | +6.12K | 0.06% |
| MILLINGTON SECURITIES, INC. | 6.12K | Mar 31, 26 | +6.12K | 0.06% |
| Equitable Holdings, Inc. | 5.54K | Mar 31, 26 | +415 | 0.06% |
| Independent Advisor Alliance | 5.03K | Mar 31, 26 | +5.03K | 0.05% |
| Aptus Capital Advisors, LLC | 2.55K | Mar 31, 26 | -- | 0.03% |
| ADVISOR GROUP HOLDINGS, INC. | 2.02K | Mar 31, 26 | +337 | 0.02% |
| BANK OF MONTREAL /CAN/ | 1.39K | Mar 31, 26 | -- | 0.01% |
| FMR LLC | 455 | Mar 31, 26 | +389 | 0.00% |
| Advisory Services Network, LLC | 381 | Mar 31, 26 | +381 | 0.00% |
| Front Row Advisors LLC | 100 | Mar 31, 26 | -- | 0.00% |
| O'ROURKE & COMPANY, Inc | -- | Mar 31, 26 | -4.45K | -- |
| ROYAL BANK OF CANADA | -- | Mar 31, 26 | -12.26K | -- |
| COMERICA BANK | 1.43K | Dec 31, 25 | -875 | 0.01% |
| TUCKER ASSET MANAGEMENT LLC | 669 | Dec 31, 25 | +669 | 0.01% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -5.40K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 4.26K | Jun 30, 25 | -1.41K | 0.04% |
| WMS Partners, LLC | -- | Dec 31, 24 | -10.00K | -- |
| Raymond James Financial Services Advisors, Inc. | 4.84K | Sep 30, 24 | +323 | 0.05% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | -- | Jun 30, 24 | -952 | -- |
| Cetera Advisor Networks LLC | 7.90K | Mar 31, 24 | -2.12K | 0.08% |