Ufp TechnologiesUFPT
13F holders, Q4 2024 (December 31)279holders −3
34new positions
44sold out
5famous investors
$244.30avg. 13F price*
At the end of Q4 2024, 279 institutions reported holding Ufp Technologies Inc. (UFPT) in their 13F filings, down 3 from Q3 2024. 34 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($271.9M), Wasatch Advisors LP ($141.0M) and Vanguard Group Inc. ($136.3M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Ufp Technologies Inc.
- CUSIP
- 902673102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $54.1M |
| Exits | 44 | $40.7M |
All 13F filers, Q3 2024 → Q4 2024: 1,092,845 shares bought and 414,745 shares sold, net +678,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 279 holders
| BlackRock, Inc. | 0.01% | Add +1.8% | 1,111,903 | $271.9M |
| Wasatch Advisors LP | 0.70% | Add +37.1% | 576,691 | $141.0M |
| Vanguard Group Inc. | 0.00% | Add +3.2% | 557,479 | $136.3M |
| Neuberger Berman Group LLC | 0.09% | Reduce -18.7% | 442,926 | $108.3M |
| State Street Corp. | 0.00% | Add +4.5% | 296,300 | $72.4M |
| Congress Asset Management Co. | 0.46% | Add +14.2% | 281,325 | $68.8M |
| Renaissance Technologies | 0.10% | Reduce -0.1% | 279,159 | $68.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.1% | 179,722 | $43.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +55.8% | 178,411 | $43.6M |
| Invesco Ltd. | 0.01% | Reduce -18.1% | 174,861 | $42.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.0% | 172,955 | $42.3M |
| AltraVue Capital, LLC | 3.28% | No change | 161,116 | $39.4M |
| Morgan Stanley | 0.00% | Add +8.2% | 150,894 | $36.9M |
| Franklin Resources Inc. | 0.01% | Add +48.1% | 136,345 | $33.3M |
| Bessemer Group Inc. | 0.05% | Add +22.1% | 129,209 | $31.6M |
| Boston Trust Walden Corp | 0.19% | New | 107,950 | $26.4M |
| Massachusetts Financial Services Co. | 0.01% | Add +16.8% | 103,574 | $25.3M |
| Mountain Pacific Investment Advisers LLC | 1.60% | Add +0.4% | 93,316 | $22.8M |
| Northern Trust Corp. | 0.00% | Add +8.1% | 92,064 | $22.5M |
| Swedbank AB | 0.02% | Add +33.3% | 80,000 | $19.6M |
| Geneva Capital Management LLC | 0.34% | Reduce -1.2% | 79,402 | $19.4M |
| UBS Group AG | 0.00% | Add +1494.2% | 76,873 | $18.8M |
| Brown Capital Management LLC | 0.43% | Add +56.8% | 76,466 | $18.7M |
| Royal Bank of Canada | 0.00% | Add +508.8% | 69,145 | $16.9M |
| Lord, Abbett & Co. LLC | 0.06% | Add +8.2% | 69,043 | $16.9M |
| Raymond James Financial Inc. | 0.01% | — | 68,741 | $16.8M |
| New York State Common Retirement Fund | 0.02% | Add +16.7% | 68,500 | $16.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.3% | 67,954 | $16.6M |
| De Lisle Partners LLP | 2.43% | Add +1.6% | 67,673 | $16.6M |
| Annex Advisory Services, LLC | 0.46% | Add +34.8% | 61,808 | $15.1M |
| GW&K Investment Management, LLC | 0.12% | Reduce -32.1% | 59,167 | $14.5M |
| Loomis Sayles & Co. L P | 0.02% | Reduce -6.3% | 58,624 | $14.3M |
| Citadel Advisors | 0.01% | Add +1210.2% | 45,700 | $11.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 45,472 | $11.1M |
| Applied Fundamental Research, LLC | 8.58% | Reduce -8.4% | 44,841 | $11.0M |
| Ranger Investment Management, L.P. | 0.69% | Reduce -2.1% | 44,627 | $10.9M |
| Millennium Management | 0.01% | Add +323.3% | 42,032 | $10.3M |
| Fiera Capital Corp | 0.03% | New | 41,000 | $10.0M |
| CW Advisors, LLC | 0.14% | Add +1.4% | 40,530 | $9.9M |
| Assenagon Asset Management S.A. | 0.02% | Add +340.0% | 39,304 | $9.6M |
| Principal Financial Group Inc. | 0.01% | Add +3.8% | 39,108 | $9.6M |
| Punch & Associates Investment Management, Inc. | 0.50% | Reduce -3.6% | 37,200 | $9.1M |
| Legato Capital Management LLC | 1.16% | Add +2.2% | 36,229 | $8.9M |
| Palisades Investment Partners, LLC | 3.60% | Add +9.2% | 34,927 | $8.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +40.1% | 34,367 | $8.4M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -31.4% | 33,101 | $8.1M |
| Victory Capital Management Inc. | 0.01% | Reduce -27.5% | 32,058 | $7.8M |
| Janus Henderson Group PLC | 0.00% | Add +29.4% | 30,860 | $7.5M |
| Catalyst Financial Partners LLC | 1.22% | Add +0.0% | 26,456 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -25.5% | 24,704 | $6.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +165.0% | 23,803 | $5.8M |
| Townsquare Capital LLC | 0.06% | Add +3.7% | 23,387 | $5.7M |
| Uniplan Investment Counsel, Inc. | 0.54% | Reduce -12.6% | 23,117 | $5.7M |
| Marshall Wace, LLP | 0.01% | Add +123.2% | 21,985 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +60.8% | 20,812 | $5.1M |
| Legal & General Group Plc | 0.00% | Add +3.6% | 20,811 | $5.1M |
| Nicholas Company, Inc. | 0.08% | No change | 20,801 | $5.1M |
| Public Employees Retirement System of Ohio | 0.02% | Add +28.2% | 20,790 | $5.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -8.9% | 19,696 | $4.8M |
| Rice Hall James & Associates, LLC | 0.26% | Reduce -18.7% | 19,594 | $4.8M |
| Rhumbline Advisers | 0.00% | Reduce -1.3% | 19,504 | $4.8M |
| First Trust Advisors LP | 0.00% | Add +13.3% | 18,663 | $4.6M |
| Public Sector Pension Investment Board | 0.02% | Add +17.3% | 18,140 | $4.4M |
| EVR Research LP | 1.49% | New | 18,000 | $4.4M |
| Chatham Capital Group, Inc. | 0.67% | Reduce -1.4% | 16,573 | $4.1M |
| Swiss National Bank | 0.00% | Add +6.3% | 15,100 | $3.7M |
| American Century Companies Inc. | 0.00% | Reduce -3.6% | 14,686 | $3.6M |
| Bridge City Capital, LLC | 0.94% | Add +29.4% | 14,453 | $3.5M |
| Bank of America Corp. | 0.00% | Reduce -23.7% | 13,587 | $3.3M |
| Barclays PLC | 0.00% | Add +3.9% | 13,437 | $3.3M |
| Millington Financial Advisors, LLC | 1.90% | Reduce -2.3% | 12,069 | $3.3M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.01% | Reduce -15.8% | 13,192 | $3.2M |
| Atle Fund Management AB | 1.50% | Add +28.3% | 23,159 | $3.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -4.3% | 12,799 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Add +4.8% | 11,573 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.4% | 11,529 | $2.8M |
| Jump Financial, LLC | 0.06% | New | 11,299 | $2.8M |
| Confluence Investment Management LLC | 0.04% | Reduce -0.2% | 11,221 | $2.7M |
| Citigroup Inc. | 0.00% | Add +10.3% | 10,399 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Add +31.0% | 10,270 | $2.5M |
| LPL Financial LLC | 0.00% | Add +26.2% | 9,151 | $2.3M |
| Navellier & Associates Inc. | 0.27% | Add +58.0% | 9,186 | $2.2M |
| Royce & Associates LP | 0.02% | No change | 8,949 | $2.2M |
| Prudential Financial Inc. | 0.00% | Reduce -5.5% | 7,309 | $2.2M |
| Oak Ridge Investments LLC | 0.16% | Add +52.4% | 8,576 | $2.1M |
| EFG Asset Management (North America) Corp. | 0.29% | Add +58.6% | 8,537 | $2.1M |
| Motley Fool Asset Management LLC | 0.11% | Add +10.4% | 8,480 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +24.4% | 8,312 | $2.0M |
| Intech Investment Management LLC | 0.02% | Add +119.4% | 8,143 | $2.0M |
| Thames Capital Management LLC | 0.53% | No change | 7,955 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Add +0.3% | 7,730 | $1.9M |
| HRT Financial LP | 0.01% | Add +12.1% | 7,510 | $1.8M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +14780.0% | 7,440 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +3.7% | 7,143 | $1.7M |
| Knights of Columbus Asset Advisors LLC | 0.11% | Add +0.3% | 6,915 | $1.7M |
| Deutsche Bank AG | 0.00% | Add +50.2% | 6,625 | $1.6M |
| Sei Investments Co. | 0.00% | Reduce -18.2% | 6,508 | $1.6M |
| Ballast Asset Management, LP | 0.73% | Reduce -41.8% | 6,012 | $1.5M |
| Los Angeles Capital Management LLC | 0.01% | Add +1.2% | 5,870 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Add +59.3% | 5,675 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 5,635 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | Add +178.9% | 5,325 | $1.3M |
| Laurus Global Equity Management Inc. | 0.66% | Reduce -15.3% | 5,260 | $1.3M |
| Integrated Quantitative Investments LLC | 0.63% | — | 5,211 | $1.3M |
| Numerai GP LLC | 0.35% | New | 5,196 | $1.3M |
| Crown Advisors Management, Inc. | 0.78% | No change | 5,000 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +72.9% | 4,976 | $1.2M |
| Calamos Advisors LLC | 0.01% | Reduce -58.3% | 4,927 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -57.8% | 4,887 | $1.2M |
| Cynosure Group, LLC | 0.18% | Add +133.5% | 4,822 | $1.2M |
| Two Sigma Investments, LP | 0.00% | New | 4,776 | $1.2M |
| Credit Agricole S A | 0.00% | Reduce -60.1% | 4,708 | $1.2M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -3.3% | 4,587 | $1.1M |
| Anchor Capital Advisors LLC | 0.03% | Add +1.6% | 4,532 | $1.1M |
| Kings Path Partners LLC | 0.47% | No change | 4,485 | $1.1M |
| Zions Bancorporation, N.A. | 0.07% | Add +37.4% | 4,471 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +5.9% | 4,440 | $1.1M |
| Algert Global LLC | 0.03% | Add +500.1% | 4,393 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Add +1.2% | 4,256 | $1.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.2% | 4,137 | $1.0M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.6% | 4,136 | $1.0M |
| Peterson Wealth Services | 0.31% | Add +4.1% | 4,099 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.7% | 3,978 | $973K |
| Amundi | 0.00% | Add +197.1% | 3,812 | $957K |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 3,868 | $946K |
| Norden Group LLC | 0.10% | Reduce -10.0% | 3,745 | $916K |
| Cwm, LLC | 0.00% | Reduce -8.0% | 3,696 | $904K |
| Verition Fund Management LLC | 0.00% | New | 3,680 | $900K |
| Louisiana State Employees Retirement System | 0.02% | No change | 3,500 | $856K |
| Susquehanna International Group, LLP | 0.00% | Add +311.3% | 3,381 | $827K |
| Dark Forest Capital Management LP | 0.12% | Add +337.1% | 3,331 | $814K |
| Moran Wealth Management, LLC | 0.03% | Add +10.3% | 3,207 | $784K |
| First National Bank of Omaha | 0.05% | New | 3,192 | $780K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +102.3% | 3,170 | $775K |
| Pathstone Holdings, LLC | 0.00% | Add +202.2% | 3,164 | $774K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -21.9% | 3,138 | $767K |
| Alliance Wealth Advisors, LLC | 0.19% | Reduce -7.1% | 3,026 | $740K |
| Beaton Management Co. Inc. | 0.37% | Reduce -2.8% | 3,000 | $734K |
| Diversify Wealth Management, LLC | 0.06% | Add +31.0% | 3,026 | $732K |
| Quantbot Technologies LP | 0.03% | Add +2028.5% | 2,916 | $713K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.8% | 2,807 | $686K |
| Comerica Bank | 0.00% | Reduce -1.4% | 2,804 | $686K |
| MML Investors Services, LLC | 0.00% | Add +288.6% | 2,693 | $658K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -55.3% | 2,554 | $624K |
| World Investment Advisors | 0.02% | No change | 2,500 | $611K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,460 | $601K |
| Yorktown Management & Research Co Inc | 0.55% | No change | 2,340 | $572K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 2,340 | $572K |
| First National Advisers, LLC | 0.09% | New | 2,337 | $571K |
| Equitable Holdings, Inc. | 0.01% | New | 2,256 | $552K |
| US Bancorp \de | 0.00% | Add +1.0% | 2,238 | $547K |
| SG Americas Securities, LLC | 0.00% | Add +95.6% | 2,220 | $543K |
| Arizona State Retirement System | 0.00% | Add +5.2% | 2,209 | $540K |
| Handelsbanken Fonder AB | 0.00% | New | 2,200 | $538K |
| New York State Teachers Retirement System | 0.00% | Reduce -15.6% | 2,200 | $538K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,200 | $538K |
| ProShare Advisors LLC | 0.00% | Add +44.4% | 2,189 | $535K |
| Voya Investment Management LLC | 0.00% | Reduce -7.6% | 2,188 | $535K |
| Osaic Holdings, Inc. | 0.00% | Add +49.5% | 2,132 | $521K |
| Amalgamated Bank | 0.00% | Reduce -0.8% | 2,126 | $520K |
| Chesapeake Capital Corp. | 0.53% | Reduce -40.6% | 2,125 | $520K |
| Tidal Investments LLC | 0.00% | Reduce -40.6% | 2,125 | $520K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -6.6% | 2,080 | $509K |
| Gibbs Wealth Management | 0.14% | Add +17.7% | 2,069 | $506K |
| Eagle Ridge Investment Management | 0.04% | No change | 2,067 | $505K |
| State of Wisconsin Investment Board | 0.00% | Add +35.0% | 2,035 | $498K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.3% | 2,026 | $495K |
| Portside Wealth Group, LLC | 0.08% | Add +5.1% | 1,971 | $482K |
| AQR Capital Management | 0.00% | Add +6.2% | 1,941 | $475K |
| Nebula Research & Development LLC | 0.05% | New | 1,896 | $464K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.3% | 1,874 | $458K |
| Guidance Capital, Inc. | 0.14% | New | 1,687 | $453K |
| Alpha DNA Investment Management LLC | 0.23% | New | 1,752 | $428K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 1,726 | $422K |
| Earnest Partners LLC | 0.00% | No change | 1,700 | $416K |
| Inspire Investing, LLC | 0.05% | Add +29.9% | 1,681 | $411K |
| Truist Financial Corp. | 0.00% | New | 1,641 | $401K |
| Brevan Howard Capital Management LP | 0.01% | New | 1,631 | $399K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 1,557 | $381K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 1,556 | $380K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.8% | 1,554 | $380K |
| KLP Kapitalforvaltning As | 0.00% | — | 1,500 | $367K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -24.7% | 1,460 | $357K |
| Mariner, LLC | 0.00% | New | 1,447 | $354K |
| Atria Investments, Inc | 0.00% | Add +2.2% | 1,419 | $347K |
| Cetera Investment Advisers | 0.00% | New | 1,391 | $340K |
| Morgan Dempsey Capital Management LLC | 0.13% | Add +1.2% | 1,344 | $329K |
| Martingale Asset Management L P | 0.01% | Reduce -34.3% | 1,300 | $318K |
| Trexquant Investment LP | 0.00% | New | 1,220 | $298K |
| Avanza Fonder AB | 0.01% | — | 1,209 | $296K |
| Quadrature Capital Ltd | 0.01% | New | 1,204 | $294K |
| Two Sigma Advisers, LP | 0.00% | No change | 1,200 | $293K |
| James Investment Research, Inc. | 0.03% | No change | 1,193 | $292K |
| Cim, LLC | 0.04% | Reduce -0.8% | 1,157 | $283K |
| Riverchase Wealth Management, LLC | 0.21% | — | 1,149 | $281K |
| Alps Advisors Inc. | 0.00% | No change | 1,116 | $273K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.7% | 1,105 | $270K |
| Vestcor Inc | 0.01% | Reduce -5.8% | 1,105 | $270K |
| Capital Analysts, LLC | 0.01% | Add +0.6% | 1,074 | $263K |
| Pictet Asset Management Holding SA | 0.00% | No change | 1,075 | $263K |
| Inspire Advisors, LLC | 0.03% | Reduce -44.0% | 1,031 | $252K |
| Summit Global Investments | 0.02% | New | 1,012 | $247K |
| Corton Capital Inc. | 0.14% | New | 966 | $236K |
| FMR LLC | 0.00% | Reduce -18.4% | 961 | $235K |
| Arete Wealth Advisors, LLC | 0.02% | Add +5.4% | 958 | $233K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -8.7% | 947 | $229K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +263.0% | 922 | $225K |
| Level Four Advisory Services, LLC | 0.01% | New | 921 | $225K |
| Squarepoint Ops LLC | 0.00% | Reduce -76.6% | 909 | $222K |
| Avantax Advisory Services, Inc. | 0.00% | Add +11.2% | 862 | $211K |
| HSBC Holdings PLC | 0.00% | Reduce -2.5% | 845 | $205K |
| Bridgewater Associates | 0.00% | Reduce -75.5% | 831 | $203K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 821 | $201K |
| Rothschild Investment LLC | 0.01% | Reduce -0.5% | 741 | $181K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 736 | $180K |
| Contravisory Investment Management, Inc. | 0.04% | No change | 708 | $173K |
| Advisors Asset Management, Inc. | 0.00% | Add +31.6% | 542 | $133K |
| Tributary Capital Management, LLC | 0.01% | New | 500 | $122K |
| Canada Pension Plan Investment Board | 0.00% | Add +25.0% | 500 | $122K |
| Principal Securities, Inc. | 0.00% | Add +110.4% | 444 | $109K |
| Park Square Financial Group, LLC | 0.07% | — | 436 | $107K |
| KBC Group NV | 0.00% | Add +37.9% | 375 | $92K |
| Lazard Asset Management LLC | 0.00% | New | 345 | $84K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +24.7% | 333 | $81K |
| Venturi Wealth Management, LLC | 0.00% | New | 303 | $74K |
| Blue Trust, Inc. | 0.00% | No change | 300 | $73K |
| State of Wyoming | 0.01% | Add +7.5% | 271 | $66K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -7.3% | 227 | $56K |
| Johnson Financial Group, Inc. | 0.00% | New | 170 | $47K |
| Federated Hermes, Inc. | 0.00% | Add +25.9% | 185 | $45K |
| Huntington National Bank | 0.00% | Add +16.4% | 128 | $31K |
| Caitlin John, LLC | 0.02% | Add +15.6% | 111 | $27K |
| Signaturefd, LLC | 0.00% | Add +18.7% | 108 | $26K |
| AlphaQuest LLC | 0.00% | New | 104 | $25K |
| Wolff Wiese Magana LLC | 0.02% | No change | 100 | $24K |
| STRS Ohio | 0.00% | Reduce -96.3% | 100 | $24K |
| GAMMA Investing LLC | 0.00% | Reduce -30.7% | 95 | $23K |
| SBI Securities Co., Ltd. | 0.00% | — | 89 | $22K |
| PNC Financial Services Group, Inc. | 0.00% | Add +87.2% | 88 | $22K |
| CIBC Private Wealth Group LLC | 0.00% | New | 75 | $19K |
| Truvestments Capital LLC | 0.00% | Reduce -65.0% | 62 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 55 | $15K |
| Runnymede Capital Advisors, Inc. | 0.01% | — | 51 | $12K |
| Parallel Advisors, LLC | 0.00% | Add +2.0% | 51 | $12K |
| Quadrant Capital Group LLC | 0.00% | Reduce -59.8% | 35 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 33 | $8K |
| Nisa Investment Advisors, LLC | 0.00% | Add +30.4% | 30 | $7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 25 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 21 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $5K |
| IFP Advisors, Inc | 0.00% | Reduce -6.3% | 15 | $4K |
| Assetmark, Inc. | 0.00% | New | 17 | $4K |
| Avior Wealth Management, LLC | 0.00% | Add +166.7% | 16 | $4K |
| Creative Planning | 0.00% | Reduce -98.1% | 14 | $3K |
| 2UniFi Bank | 0.00% | — | 13 | $3K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +37.5% | 11 | $3K |
| UMB Bank, n.a. | 0.00% | Reduce -35.3% | 11 | $3K |
| Mather Group, Llc. | 0.00% | New | 11 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10 | $2K |
| Fifth Third Bancorp | 0.00% | No change | 9 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -46.7% | 8 | $2K |
| Leonteq Securities AG | 0.00% | No change | 8 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.0% | 8 | $2K |
| Sterling Capital Management LLC | 0.00% | Add +14.3% | 8 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 6 | $1K |
| Allworth Financial LP | 0.00% | No change | 5 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -61.5% | 5 | $1K |
| Lindbrook Capital, LLC | 0.00% | Reduce -66.7% | 5 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -44.4% | 5 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 5 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 4 | $1K |
| Smartleaf Asset Management LLC | 0.00% | No change | 4 | $954 |
| Sierra Ocean, LLC | 0.00% | — | 3 | $734 |
| Nvwm, LLC | 0.00% | New | 3 | $734 |
| Hurley Capital, LLC | 0.00% | — | 3 | $732 |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 2 | $489 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $245 |
| Beacon Capital Management, LLC | 0.00% | No change | 1 | $245 |
| Covestor Ltd | 0.00% | Add +0.0% | 1 | $0 |
"% of holder's portfolio" is UFPT's weight in each manager's 13F, not the share of Ufp Technologies Inc. the manager owns.