Ufp TechnologiesUFPT
13F holders, Q3 2025 (September 30)276holders −16
29new positions
38sold out
7famous investors
$198.75avg. 13F price*
At the end of Q3 2025, 276 institutions reported holding Ufp Technologies Inc. (UFPT) in their 13F filings, down 16 from Q2 2025. 29 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($217.5M), Wasatch Advisors LP ($128.2M) and Vanguard Group Inc. ($105.3M). 7 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Ufp Technologies Inc.
- CUSIP
- 902673102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $5.3M |
| Exits | 38 | $25.7M |
All 13F filers, Q2 2025 → Q3 2025: 641,960 shares bought and 923,436 shares sold, net −281,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 276 holders
| BlackRock, Inc. | 0.00% | Add +1.6% | 1,089,727 | $217.5M |
| Wasatch Advisors LP | 0.69% | Reduce -1.3% | 642,387 | $128.2M |
| Vanguard Group Inc. | 0.00% | Add +0.7% | 527,621 | $105.3M |
| Congress Asset Management Co. | 0.44% | Add +1.8% | 333,214 | $66.5M |
| Neuberger Berman Group LLC | 0.05% | Reduce -2.3% | 328,276 | $65.5M |
| State Street Corp. | 0.00% | Add +1.9% | 288,814 | $57.6M |
| American Century Companies Inc. | 0.03% | Reduce -22.0% | 253,532 | $50.6M |
| Boston Trust Walden Corp | 0.37% | Reduce -1.4% | 251,845 | $50.3M |
| Renaissance Technologies | 0.05% | Reduce -18.9% | 189,259 | $37.8M |
| Swedbank AB | 0.04% | Add +15.6% | 185,005 | $36.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.4% | 183,462 | $36.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.7% | 179,983 | $35.9M |
| Massachusetts Financial Services Co. | 0.01% | Add +5.1% | 169,982 | $33.9M |
| Brown Capital Management LLC | 1.38% | Reduce -1.6% | 168,109 | $33.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -1.3% | 166,606 | $33.3M |
| Morgan Stanley | 0.00% | Add +24.2% | 163,838 | $32.7M |
| Geneva Capital Management LLC | 0.54% | Add +88.6% | 158,496 | $31.6M |
| UBS Group AG | 0.01% | Add +41.8% | 154,688 | $30.9M |
| AltraVue Capital, LLC | 2.55% | Add +2.1% | 153,786 | $30.7M |
| Franklin Resources Inc. | 0.01% | Reduce -14.2% | 145,812 | $29.1M |
| Annex Advisory Services, LLC | 0.52% | Add +3.4% | 122,613 | $24.5M |
| Bessemer Group Inc. | 0.03% | Reduce -1.5% | 103,761 | $20.7M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +469.4% | 103,663 | $20.7M |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 98,463 | $19.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +7.8% | 93,302 | $18.6M |
| Northern Trust Corp. | 0.00% | Add +0.6% | 89,779 | $17.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +15.0% | 86,128 | $17.2M |
| D. E. Shaw & Co. | 0.01% | Add +150.2% | 83,832 | $16.7M |
| De Lisle Partners LLP | 1.87% | Reduce -6.4% | 76,402 | $15.3M |
| Ashford Capital Management Inc. | 1.68% | Add +6.8% | 75,610 | $15.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.2% | 73,674 | $14.7M |
| GW&K Investment Management, LLC | 0.10% | Reduce -3.3% | 58,274 | $11.6M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -5.7% | 57,600 | $11.5M |
| New York State Common Retirement Fund | 0.01% | Reduce -50.1% | 51,312 | $10.2M |
| Osaic Holdings, Inc. | 0.01% | Add +731.2% | 50,676 | $10.1M |
| Applied Fundamental Research, LLC | 9.46% | Add +23.6% | 48,753 | $9.7M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Add +41.5% | 47,332 | $9.4M |
| Principal Financial Group Inc. | 0.00% | Add +7.6% | 45,205 | $9.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 42,688 | $8.5M |
| Renaissance Group LLC | 0.32% | Add +46.5% | 41,839 | $8.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.6% | 39,128 | $7.8M |
| Ranger Investment Management, L.P. | 0.54% | Add +0.5% | 38,670 | $7.7M |
| Legato Capital Management LLC | 0.82% | No change | 37,785 | $7.5M |
| Janus Henderson Group PLC | 0.00% | Add +33.5% | 34,746 | $6.9M |
| Palisades Investment Partners, LLC | 2.72% | Add +0.5% | 34,660 | $6.9M |
| Loomis Sayles & Co. L P | 0.01% | Reduce -42.7% | 34,359 | $6.9M |
| Montrusco Bolton Investments Inc. | 0.07% | Reduce -17.2% | 32,159 | $6.4M |
| Public Sector Pension Investment Board | 0.02% | Add +20.7% | 30,119 | $6.0M |
| First Trust Advisors LP | 0.00% | Add +94.9% | 29,003 | $5.8M |
| Bank of America Corp. | 0.00% | Add +6.4% | 27,534 | $5.5M |
| Invesco Ltd. | 0.00% | Reduce -84.9% | 26,556 | $5.3M |
| Bridge City Capital, LLC | 1.41% | Add +0.4% | 26,512 | $5.3M |
| Catalyst Financial Partners LLC | 0.64% | Add +0.0% | 26,462 | $5.3M |
| Nuveen, LLC | 0.00% | Reduce -2.6% | 25,208 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +364.4% | 25,004 | $5.0M |
| Punch & Associates Investment Management, Inc. | 0.27% | No change | 22,700 | $4.5M |
| Rhumbline Advisers | 0.00% | Add +1.5% | 21,820 | $4.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -24.9% | 21,146 | $4.2M |
| Nicholas Company, Inc. | 0.07% | Reduce -0.1% | 20,801 | $4.2M |
| Point72 Asset Management | 0.01% | Add +1759.4% | 20,788 | $4.1M |
| Motley Fool Wealth Management, LLC | 0.26% | Reduce -10.8% | 18,974 | $3.8M |
| Legal & General Group Plc | 0.00% | Reduce -4.8% | 18,767 | $3.7M |
| Deerfield Management Company, L.P. | 0.06% | Add +1130.1% | 18,660 | $3.7M |
| Public Employees Retirement System of Ohio | 0.01% | No change | 17,668 | $3.5M |
| Chatham Capital Group, Inc. | 0.51% | Add +3.0% | 17,659 | $3.5M |
| Mountain Pacific Investment Advisers LLC | 0.54% | Reduce -82.4% | 17,394 | $3.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.02% | Add +11.0% | 17,355 | $3.5M |
| Citadel Advisors | 0.00% | Reduce -67.8% | 17,013 | $3.4M |
| EFG Asset Management (North America) Corp. | 0.43% | Add +1.2% | 16,520 | $3.3M |
| LPL Financial LLC | 0.00% | Add +1.3% | 16,472 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -21.5% | 15,405 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Add +18.8% | 15,124 | $3.0M |
| Two Sigma Investments, LP | 0.00% | Reduce -57.1% | 14,269 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.3% | 14,207 | $2.8M |
| Swiss National Bank | 0.00% | Reduce -3.4% | 14,200 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -29.9% | 13,619 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +7.0% | 13,468 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -7.0% | 12,720 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +14.8% | 12,558 | $2.5M |
| Rice Hall James & Associates, LLC | 0.13% | Reduce -32.1% | 12,158 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -24.3% | 12,119 | $2.4M |
| Cubist Systematic Strategies, LLC | 0.03% | Reduce -78.6% | 11,460 | $2.3M |
| Motley Fool Asset Management LLC | 0.09% | Reduce -6.4% | 11,005 | $2.2M |
| Gotham Asset Management | 0.01% | Add +1182.7% | 10,967 | $2.2M |
| Barclays PLC | 0.00% | Reduce -29.0% | 10,778 | $2.2M |
| First National Bank of Omaha | 0.13% | Reduce -4.4% | 10,431 | $2.1M |
| First National Advisers, LLC | 0.28% | Add +2.7% | 10,377 | $2.1M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -5.9% | 9,431 | $1.9M |
| Confluence Investment Management LLC | 0.03% | Reduce -7.2% | 9,305 | $1.9M |
| Oak Ridge Investments LLC | 0.12% | Reduce -1.5% | 9,268 | $1.8M |
| Quantbot Technologies LP | 0.04% | Add +12.8% | 8,163 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -47.0% | 8,060 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Add +2.2% | 7,973 | $1.6M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -66.9% | 7,872 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Add +1.5% | 7,860 | $1.6M |
| Prudential Financial Inc. | 0.00% | Add +1.8% | 7,729 | $1.5M |
| Royce & Associates LP | 0.01% | Add +0.7% | 7,511 | $1.5M |
| Verition Fund Management LLC | 0.01% | Reduce -18.3% | 7,496 | $1.5M |
| Sei Investments Co. | 0.00% | Reduce -34.1% | 7,353 | $1.5M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 7,084 | $1.4M |
| Jump Financial, LLC | 0.02% | Reduce -57.2% | 7,065 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +1.5% | 6,920 | $1.4M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | New | 6,624 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +48.1% | 6,256 | $1.2M |
| Zions Bancorporation, National Association | 0.06% | Reduce -13.0% | 6,135 | $1.2M |
| Marshall Wace, LLP | 0.00% | Add +135.9% | 5,997 | $1.2M |
| Deutsche Bank AG | 0.00% | Add +12.9% | 5,959 | $1.2M |
| Aquatic Capital Management LLC | 0.02% | Add +147.7% | 5,831 | $1.2M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -66.9% | 5,349 | $1.1M |
| Laurus Global Equity Management Inc. | 0.72% | No change | 5,260 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +3.1% | 4,927 | $983K |
| Quadrature Capital Ltd | 0.01% | Add +17.6% | 4,885 | $975K |
| Twinbeech Capital LP | 0.04% | New | 4,815 | $961K |
| Kornitzer Capital Management Inc. | 0.02% | Add +26.5% | 4,775 | $953K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -11.0% | 4,494 | $897K |
| MetLife Investment Management, LLC | 0.00% | No change | 4,477 | $894K |
| AlphaQuest LLC | 0.06% | Add +559.3% | 4,417 | $882K |
| Anchor Capital Advisors LLC | 0.03% | Add +1.6% | 4,350 | $868K |
| Diversify Wealth Management, LLC | 0.05% | Add +2.3% | 4,115 | $819K |
| Illinois Municipal Retirement Fund | 0.01% | Add +1.3% | 3,977 | $794K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -10.8% | 3,879 | $774K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.1% | 3,828 | $764K |
| Benjamin Edwards Inc. | 0.01% | Add +9.3% | 3,817 | $762K |
| Louisiana State Employees Retirement System | 0.01% | Add +2.9% | 3,500 | $699K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 3,496 | $698K |
| Park Avenue Securities LLC | 0.01% | Add +11.1% | 3,382 | $675K |
| Peterson Wealth Services | 0.17% | Add +496.8% | 19,091 | $671K |
| Alliance Wealth Advisors, LLC | 0.15% | Add +7.0% | 3,308 | $660K |
| Intech Investment Management LLC | 0.01% | No change | 3,292 | $657K |
| Cwm, LLC | 0.00% | Reduce -3.6% | 3,204 | $640K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -19.2% | 3,150 | $629K |
| Sit Investment Associates Inc. | 0.01% | New | 3,095 | $618K |
| Vestcor Inc | 0.02% | Reduce -22.5% | 3,052 | $609K |
| SG Americas Securities, LLC | 0.00% | New | 3,022 | $603K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -2.7% | 2,997 | $598K |
| Beaton Management Co. Inc. | 0.27% | Reduce -1.7% | 2,950 | $589K |
| Millennium Management | 0.00% | Reduce -95.9% | 2,746 | $548K |
| Gibbs Wealth Management | 0.12% | Reduce -19.5% | 2,726 | $544K |
| Comerica Bank | 0.00% | Reduce -10.3% | 2,666 | $532K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -45.9% | 2,529 | $505K |
| Victory Capital Management Inc. | 0.00% | Reduce -18.9% | 2,504 | $500K |
| World Investment Advisors | 0.01% | No change | 2,500 | $499K |
| Atle Fund Management AB | 1.81% | Add +5.0% | 22,986 | $487K |
| Portside Wealth Group, LLC | 0.07% | Add +9.5% | 2,419 | $483K |
| Yousif Capital Management, LLC | 0.01% | Reduce -13.3% | 2,406 | $480K |
| Engineers Gate Manager LP | 0.01% | New | 2,374 | $474K |
| Guidance Capital, Inc. | 0.12% | Add +8.6% | 2,274 | $457K |
| Inspire Investing, LLC | 0.04% | Add +40.9% | 2,266 | $452K |
| Kings Path Partners LLC | 0.16% | No change | 2,210 | $441K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 2,206 | $440K |
| Handelsbanken Fonder AB | 0.00% | No change | 2,200 | $439K |
| Citigroup Inc. | 0.00% | Reduce -67.9% | 2,180 | $435K |
| Amalgamated Bank | 0.00% | Add +4.4% | 2,171 | $433K |
| Arizona State Retirement System | 0.00% | Reduce -3.7% | 2,159 | $431K |
| US Bancorp \de | 0.00% | Reduce -2.3% | 2,132 | $426K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +23.9% | 2,080 | $415K |
| Cim, LLC | 0.05% | No change | 2,065 | $412K |
| Assenagon Asset Management S.A. | 0.00% | No change | 2,060 | $411K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -5.9% | 2,052 | $410K |
| Millington Financial Advisors, LLC | 0.19% | Reduce -82.2% | 2,035 | $398K |
| Carnegie Investment Counsel | 0.01% | No change | 1,970 | $393K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +4.5% | 1,964 | $392K |
| Argent Capital Management LLC | 0.01% | Add +2.0% | 1,960 | $391K |
| Navellier & Associates Inc. | 0.04% | Reduce -33.9% | 1,947 | $389K |
| Liontrust Investment Partners LLP | 0.01% | Add +25.9% | 1,937 | $387K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.5% | 1,932 | $386K |
| New York State Teachers Retirement System | 0.00% | No change | 1,900 | $379K |
| Norden Group LLC | 0.04% | Reduce -0.2% | 1,843 | $368K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +6.0% | 1,771 | $353K |
| Prosperity Consulting Group, LLC | 0.02% | New | 1,731 | $346K |
| Earnest Partners LLC | 0.00% | No change | 1,700 | $339K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -80.6% | 1,693 | $338K |
| Principal Securities, Inc. | 0.01% | Add +1.6% | 1,692 | $338K |
| Algert Global LLC | 0.01% | Reduce -52.7% | 1,643 | $328K |
| FMR LLC | 0.00% | Reduce -2.3% | 1,584 | $316K |
| Jackson Creek Investment Advisors LLC | 0.09% | No change | 1,581 | $316K |
| Yorktown Management & Research Co Inc | 0.25% | No change | 1,550 | $309K |
| Diversify Advisory Services, LLC | 0.01% | Add +10.7% | 1,548 | $308K |
| Keebeck Wealth Management | 0.04% | Reduce -15.6% | 1,543 | $308K |
| KLP Kapitalforvaltning As | 0.00% | No change | 1,500 | $299K |
| Morgan Dempsey Capital Management LLC | 0.13% | Add +7.8% | 1,449 | $289K |
| ProShare Advisors LLC | 0.00% | Reduce -15.3% | 1,420 | $283K |
| Quantinno Capital Management LP | 0.00% | New | 1,406 | $281K |
| Tributary Capital Management, LLC | 0.02% | No change | 1,370 | $273K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -7.6% | 1,358 | $271K |
| Voya Investment Management LLC | 0.00% | Reduce -34.0% | 1,356 | $271K |
| Mariner, LLC | 0.00% | Reduce -50.9% | 1,350 | $269K |
| Amundi | 0.00% | Add +10.4% | 1,331 | $269K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.6% | 1,315 | $262K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 1,284 | $256K |
| Atria Investments, Inc | 0.00% | Reduce -26.4% | 1,266 | $253K |
| AQR Capital Management | 0.00% | Reduce -8.1% | 1,243 | $248K |
| Kestra Advisory Services, LLC | 0.00% | Add +24.6% | 1,217 | $243K |
| Pictet Asset Management Holding SA | 0.00% | No change | 1,217 | $243K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -26.9% | 1,200 | $240K |
| James Investment Research, Inc. | 0.03% | No change | 1,193 | $238K |
| Personal Cfo Solutions, LLC | 0.04% | Add +18.7% | 1,163 | $232K |
| Riverchase Wealth Management, LLC | 0.13% | No change | 1,149 | $229K |
| Pure Financial Advisors, LLC | 0.00% | Add +0.3% | 1,149 | $229K |
| Maryland State Retirement & Pension System | 0.00% | Reduce -47.9% | 1,109 | $221K |
| Two Sigma Advisers, LP | 0.00% | Reduce -92.1% | 1,100 | $220K |
| Fox Run Management, L.L.C. | 0.03% | Reduce -78.1% | 1,056 | $211K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 1,242 | $201K |
| Capstone Investment Advisors, LLC | 0.00% | New | 1,003 | $200K |
| Avanza Fonder AB | 0.00% | No change | 907 | $181K |
| Rothschild Investment LLC | 0.01% | Reduce -1.1% | 744 | $149K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -14.5% | 629 | $126K |
| Pacer Advisors, Inc. | 0.00% | New | 539 | $108K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 460 | $92K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -54.8% | 415 | $83K |
| State of Wyoming | 0.01% | Add +22.7% | 341 | $68K |
| Blue Trust, Inc. | 0.00% | No change | 300 | $60K |
| Caitong International Asset Management Co., Ltd | 0.04% | New | 256 | $51K |
| KBC Group NV | 0.00% | No change | 237 | $47K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -38.6% | 218 | $44K |
| Group One Trading LLC | 0.00% | New | 182 | $36K |
| CIBC Private Wealth Group LLC | 0.00% | Add +15.6% | 178 | $36K |
| Simplex Trading, LLC | 0.00% | Reduce -52.8% | 159 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.9% | 142 | $28K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -90.7% | 141 | $28K |
| GAMMA Investing LLC | 0.00% | Reduce -27.3% | 133 | $27K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.8% | 120 | $24K |
| Signaturefd, LLC | 0.00% | No change | 117 | $23K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +34.9% | 116 | $23K |
| Wolff Wiese Magana LLC | 0.01% | No change | 100 | $20K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 95 | $19K |
| Caitlin John, LLC | 0.01% | New | 91 | $18K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +3.8% | 83 | $17K |
| Huntington National Bank | 0.00% | Add +4.9% | 85 | $17K |
| Lanark Financial, Inc. | 0.00% | Add +26.9% | 85 | $17K |
| Quadrant Capital Group LLC | 0.00% | New | 61 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -33.8% | 49 | $10K |
| Parallel Advisors, LLC | 0.00% | No change | 49 | $10K |
| Crewe Advisors LLC | 0.00% | New | 42 | $8K |
| Optiver Holding B.V. | 0.00% | New | 42 | $8K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -25.4% | 41 | $8K |
| Quarry LP | 0.00% | New | 36 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 33 | $7K |
| UMB Bank, n.a. | 0.00% | Add +30.4% | 30 | $6K |
| Arax Advisory Partners | 0.00% | New | 29 | $6K |
| Assetmark, Inc. | 0.00% | New | 29 | $6K |
| Salomon & Ludwin, LLC | 0.00% | New | 28 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 25 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | New | 20 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $4K |
| Truvestments Capital LLC | 0.00% | Reduce -48.6% | 19 | $4K |
| Sterling Capital Management LLC | 0.00% | No change | 18 | $4K |
| Fifth Third Bancorp | 0.00% | Add +38.5% | 18 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 17 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -11.1% | 16 | $3K |
| Hantz Financial Services, Inc. | 0.00% | Add +225.0% | 13 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 14 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 12 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 11 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 11 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -23.1% | 10 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -64.3% | 10 | $2K |
| Mather Group, Llc. | 0.00% | New | 10 | $2K |
| Tortoise Investment Management, LLC | 0.00% | Reduce -25.0% | 9 | $2K |
| Leonteq Securities AG | 0.00% | No change | 8 | $2K |
| Jones Financial Companies LLLP | 0.00% | Add +700.0% | 8 | $2K |
| Covestor Ltd | 0.00% | Add +20.0% | 6 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 4 | $1K |
| Clayton Financial Group LLC | 0.00% | New | 5 | $998 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 5 | $998 |
| Allworth Financial LP | 0.00% | No change | 5 | $998 |
| Wealthspire Advisors, LLC | 0.00% | New | 5 | $998 |
| Hurley Capital, LLC | 0.00% | No change | 3 | $599 |
| Golden State Wealth Management, LLC | 0.00% | New | 3 | $599 |
| Creative Financial Designs Inc. | 0.00% | No change | 3 | $599 |
| Larson Financial Group LLC | 0.00% | Reduce -40.0% | 3 | $599 |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -95.5% | 2 | $399 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $200 |
| Advisory Services Network, LLC | 0.00% | New | 1 | $200 |
| Clearstead Trust, LLC | 0.00% | No change | 1 | $200 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $200 |
"% of holder's portfolio" is UFPT's weight in each manager's 13F, not the share of Ufp Technologies Inc. the manager owns.