RBB FD INC (UTEN) is held by 21 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q2 2026.

Are institutions buying or selling UTEN?

In Q2 2026, 9 institutions opened or increased positions in RBB FD INC while 11 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on UTEN?

HoldingsIntel scores RBB FD INC across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for UTEN. In Q2 2026, the institutional leg showed net outflows: 9 buying versus 11 selling.

How many hedge funds hold UTEN?

21 institutional investors report holding RBB FD INC (UTEN) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into UTEN?

As of Q2 2026, tracked institutions in RBB FD INC show 9 buyers versus 11 sellers — net outflows.

RBB FD INC

UTEN·74933W536·US·ETF·Unknown - Unknown

Holders

(3 Elite)

$67.1M

Total Value

45% (20)

Consensus

9 buying - 11 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 21 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for UTEN.

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	468,060(-13.1%)	$20.2M	0.0%	+0.83%	0
RAYMOND JAMES FINANCIAL INC	Increased	302,909(+26.8%)	$13.1M	0.0%	-0.83%	35
LPL Financial LLC	Decreased	192,642(-12.4%)	$8.3M	0.0%	+2.92%	0
GOLDMAN SACHS GROUP INC	Increased	149,164(+6.8%)	$6.4M	0.0%	+0.27%	29
COMMONWEALTH EQUITY SERVICES, LLC	Increased	109,688(+2.2%)	$4.7M	0.0%	+5.34%	27
JPMORGAN CHASE & CO	Increased	57,942(+60.9%)	$2.5M	0.0%	-0.92%	38
UBS Group AG	Decreased	48,672(-2.9%)	$2.1M	0.0%	+2.88%	0
STIFEL FINANCIAL CORP	Decreased	44,366(-12.1%)	$1.9M	0.0%	+0.11%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	41,281(+0.9%)	$1.8M	0.0%	-0.92%	26
MML INVESTORS SERVICES, LLC	Increased	38,614(+12.7%)	$1.7M	0.0%	-0.93%	29
NewEdge Advisors, LLC	Increased	36,720(+5.1%)	$1.6M	0.0%	+3.85%	27
TRUIST FINANCIAL CORP	Decreased	19,960(-33.5%)	$862,271	0.0%	+2.13%	0
Sanctuary Advisors, LLC	Unchanged	18,573	$802,337	0.0%	+1.59%	0
CITADEL ADVISORS LLC	Decreased	13,978(-80.3%)	$603,837	0.0%	+0.32%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Unchanged	5,177	$223,642	0.0%	-0.92%	0
JONES FINANCIAL COMPANIES LLLP	New	2,300	$100,220	0.0%	-1.01%	33
IWIntegrated Wealth Concepts LLC	New	987	$42,638	0.0%	-1.01%	28
Steward Partners Investment Advisory, LLC	Unchanged	680	$29,375	0.0%	+0.62%	0
OSAIC HOLDINGS, INC.	Decreased	600(-45.5%)	$25,920	0.0%	-0.93%	0
AE Wealth Management LLC	Decreased	106(-73.9%)	$4,579	0.0%	+0.80%	0

Showing 1-20 of 24

Per page:

1 / 2

UTENRBB FD INC

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

286 holders · $340.8B

IVVISHARES CORE S&P 500 ETF

252 holders · $559.6B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

237 holders · $121.6B

IWMISHARES RUSSELL 2000 ETF ETF

235 holders · $66.3B

VOOVANGUARD S&P 500 ETF

235 holders · $261.4B

GLDSPDR GOLD TRUST

228 holders · $32.8B

XLFFINANCIAL SELECT SECTOR SPDR

217 holders · $31.4B

XLEENERGY SELECT SECTOR SPDR

216 holders · $17.1B

EFAISHARES MSCI EAFE ETF CL USD INC

214 holders · $46.9B

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

RBB FD INC

Smart Money Verdict

Who's Trading

Top Holders

Continue exploring

Other Unknown stocks held by institutions