Ufp TechnologiesUFPT
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 270 institutions reported holding Ufp Technologies Inc. (UFPT) in their 13F filings, down 6 from Q3 2025. 23 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($243.7M), Wasatch Advisors LP ($163.4M) and Vanguard Group Inc. ($118.5M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Ufp Technologies Inc.
- CUSIP
- 902673102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $21.1M |
| Exits | 36 | $22.4M |
All 13F filers, Q3 2025 → Q4 2025: 869,118 shares bought and 796,200 shares sold, net +72,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 270 holders
| BlackRock, Inc. | 0.00% | Add +0.7% | 1,097,570 | $243.7M |
| Wasatch Advisors LP | 0.97% | Add +14.6% | 736,027 | $163.4M |
| Vanguard Group Inc. | 0.00% | Add +1.1% | 533,578 | $118.5M |
| Congress Asset Management Co. | 0.69% | Add +32.4% | 441,122 | $97.9M |
| Neuberger Berman Group LLC | 0.05% | Reduce -5.7% | 309,674 | $68.8M |
| State Street Corp. | 0.00% | Add +0.3% | 289,775 | $64.3M |
| American Century Companies Inc. | 0.03% | Add +5.4% | 267,133 | $59.3M |
| Thrivent Financial for Lutherans | 0.10% | Add +892.3% | 248,125 | $55.1M |
| Boston Trust Walden Corp | 0.39% | Reduce -7.6% | 232,676 | $51.7M |
| UBS Group AG | 0.01% | Add +22.4% | 189,403 | $42.1M |
| Geode Capital Management, LLC | 0.00% | Add +0.8% | 184,856 | $41.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.8% | 181,483 | $40.3M |
| Dimensional Fund Advisors LP | 0.01% | Add +1.3% | 168,842 | $37.5M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +60.3% | 166,135 | $37.1M |
| Swedbank AB | 0.03% | Reduce -13.5% | 160,005 | $35.5M |
| Morgan Stanley | 0.00% | Reduce -3.3% | 158,376 | $35.2M |
| AltraVue Capital, LLC | 2.80% | Reduce -0.4% | 153,236 | $34.0M |
| Geneva Capital Management LLC | 0.59% | Reduce -10.2% | 142,260 | $31.6M |
| Renaissance Technologies | 0.05% | Reduce -25.5% | 140,959 | $31.3M |
| Annex Advisory Services, LLC | 0.54% | Add +3.5% | 126,884 | $28.2M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -28.3% | 121,844 | $27.1M |
| Franklin Resources Inc. | 0.01% | Reduce -24.4% | 110,220 | $24.5M |
| Ashford Capital Management Inc. | 2.39% | Add +27.8% | 96,660 | $21.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.9% | 95,069 | $21.1M |
| Royal Bank of Canada | 0.00% | Reduce -8.1% | 90,522 | $20.1M |
| Northern Trust Corp. | 0.00% | Reduce -4.2% | 86,053 | $19.1M |
| Brown Capital Management LLC | 1.52% | Reduce -50.2% | 83,672 | $18.6M |
| Janus Henderson Group PLC | 0.01% | Add +128.5% | 79,391 | $17.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.8% | 75,755 | $16.8M |
| De Lisle Partners LLP | 2.12% | Reduce -2.8% | 74,302 | $16.5M |
| Bessemer Group Inc. | 0.03% | Reduce -29.3% | 73,400 | $16.3M |
| GW&K Investment Management, LLC | 0.12% | Add +7.6% | 62,685 | $13.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -30.7% | 59,690 | $13.3M |
| Applied Fundamental Research, LLC | 11.64% | Add +8.3% | 52,788 | $11.7M |
| Neumeier Poma Investment Counsel LLC | 0.96% | New | 52,120 | $11.6M |
| New York State Common Retirement Fund | 0.02% | No change | 51,312 | $11.4M |
| Raymond James Financial Inc. | 0.00% | Add +26.8% | 49,625 | $11.2M |
| Invesco Ltd. | 0.00% | Add +87.9% | 49,888 | $11.1M |
| Principal Financial Group Inc. | 0.01% | Add +9.4% | 49,456 | $11.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.4% | 46,932 | $10.4M |
| Bank of America Corp. | 0.00% | Add +64.6% | 45,328 | $10.1M |
| Bank of New York Mellon Corp | 0.00% | Add +0.6% | 42,944 | $9.5M |
| Renaissance Group LLC | 0.34% | Reduce -9.0% | 38,064 | $8.5M |
| Ranger Investment Management, L.P. | 0.55% | Reduce -6.8% | 36,055 | $8.0M |
| Legato Capital Management LLC | 0.67% | Reduce -6.7% | 35,261 | $7.8M |
| Palisades Investment Partners, LLC | 2.94% | Add +1.3% | 35,111 | $7.8M |
| D. E. Shaw & Co. | 0.01% | Reduce -59.6% | 33,823 | $7.5M |
| Schonfeld Strategic Advisors LLC | 0.03% | New | 28,694 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +77.8% | 27,387 | $6.1M |
| Public Sector Pension Investment Board | 0.02% | Reduce -11.3% | 26,717 | $5.9M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.03% | Add +52.8% | 26,510 | $5.9M |
| Catalyst Financial Partners LLC | 0.66% | Reduce -0.0% | 26,460 | $5.9M |
| Nuveen, LLC | 0.00% | Reduce -0.8% | 25,014 | $5.6M |
| Atle Fund Management AB | 1.63% | No change | 22,986 | $5.1M |
| Punch & Associates Investment Management, Inc. | 0.30% | No change | 22,700 | $5.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +4.9% | 22,186 | $4.9M |
| Nicholas Company, Inc. | 0.08% | No change | 20,801 | $4.6M |
| Rhumbline Advisers | 0.00% | Reduce -6.1% | 20,480 | $4.5M |
| Montrusco Bolton Investments Inc. | 0.06% | Reduce -36.8% | 20,329 | $4.5M |
| Legal & General Group Plc | 0.00% | Add +2.7% | 19,271 | $4.3M |
| LPL Financial LLC | 0.00% | Add +15.6% | 19,042 | $4.2M |
| Public Employees Retirement System of Ohio | 0.01% | Add +3.5% | 18,294 | $4.1M |
| Chatham Capital Group, Inc. | 0.56% | Add +0.5% | 17,744 | $3.9M |
| Wells Fargo & Company | 0.00% | Add +39.7% | 17,549 | $3.9M |
| Mountain Pacific Investment Advisers LLC | 0.62% | Reduce -1.3% | 17,171 | $3.8M |
| Stifel Financial Corp. | 0.00% | Add +26.8% | 17,083 | $3.8M |
| Bridge City Capital, LLC | 1.10% | Reduce -36.2% | 16,923 | $3.8M |
| Gotham Asset Management | 0.01% | Add +52.7% | 16,749 | $3.7M |
| EFG International AG | 0.07% | — | 16,110 | $3.6M |
| Motley Fool Wealth Management, LLC | 0.28% | Reduce -15.3% | 16,081 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 15,737 | $3.5M |
| Jane Street Group, LLC | 0.00% | Add +25.5% | 15,205 | $3.4M |
| MML Investors Services, LLC | 0.01% | Add +14.7% | 14,585 | $3.2M |
| Swiss National Bank | 0.00% | Add +1.4% | 14,400 | $3.2M |
| Susquehanna Portfolio Strategies, LLC | 0.05% | Add +116.6% | 14,349 | $3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.3% | 13,789 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.2% | 13,475 | $3.0M |
| Barclays PLC | 0.00% | Add +8.9% | 11,735 | $2.6M |
| Sei Investments Co. | 0.00% | Add +46.2% | 10,752 | $2.4M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -81.3% | 10,749 | $2.4M |
| First Trust Advisors LP | 0.00% | Reduce -63.0% | 10,746 | $2.4M |
| Johnson Investment Counsel Inc. | 0.02% | Add +8.9% | 10,271 | $2.3M |
| Rice Hall James & Associates, LLC | 0.12% | Reduce -16.9% | 10,100 | $2.2M |
| First National Bank of Omaha | 0.07% | Reduce -4.6% | 9,951 | $2.2M |
| First National Advisers, LLC | 0.30% | Reduce -5.5% | 9,803 | $2.2M |
| Motley Fool Asset Management LLC | 0.08% | Reduce -11.4% | 9,754 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +18.1% | 9,279 | $2.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +72.5% | 7,750 | $1.7M |
| Confluence Investment Management LLC | 0.03% | Reduce -17.4% | 7,688 | $1.7M |
| Two Sigma Investments, LP | 0.00% | Reduce -47.1% | 7,543 | $1.7M |
| Prudential Financial Inc. | 0.00% | Reduce -5.8% | 7,278 | $1.6M |
| Truist Financial Corp. | 0.00% | Add +2.3% | 7,081 | $1.6M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 7,077 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +10.3% | 6,901 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -19.6% | 6,409 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +6.3% | 6,333 | $1.4M |
| Oak Ridge Investments LLC | 0.08% | Reduce -35.0% | 6,024 | $1.3M |
| Zions Bancorporation, National Association | 0.06% | Reduce -7.8% | 5,655 | $1.3M |
| Kornitzer Capital Management Inc. | 0.03% | Add +15.7% | 5,523 | $1.2M |
| Laurus Global Equity Management Inc. | 0.95% | No change | 5,260 | $1.2M |
| Deerfield Management Company, L.P. | 0.02% | Reduce -72.7% | 5,098 | $1.1M |
| Diversify Wealth Management, LLC | 0.05% | Add +6.4% | 4,380 | $1.1M |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -89.5% | 4,954 | $1.1M |
| SG Americas Securities, LLC | 0.00% | Add +56.3% | 4,722 | $1.0M |
| Anchor Capital Advisors LLC | 0.03% | Add +6.5% | 4,632 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Add +13.1% | 4,316 | $958K |
| MetLife Investment Management, LLC | 0.00% | Reduce -5.4% | 4,237 | $941K |
| Gibbs Wealth Management | 0.22% | Add +28.0% | 3,489 | $898K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.9% | 3,915 | $869K |
| Portside Wealth Group, LLC | 0.11% | Add +51.0% | 3,652 | $811K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.3% | 3,627 | $805K |
| Park Avenue Securities LLC | 0.01% | Add +6.8% | 3,613 | $802K |
| Louisiana State Employees Retirement System | 0.01% | No change | 3,500 | $777K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -1.3% | 3,451 | $766K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -90.3% | 3,335 | $741K |
| Handelsbanken Fonder AB | 0.00% | Add +45.5% | 3,200 | $710K |
| Alliance Wealth Advisors, LLC | 0.15% | Reduce -3.4% | 3,197 | $710K |
| World Investment Advisors | 0.01% | Add +27.1% | 3,178 | $706K |
| Sit Investment Associates Inc. | 0.01% | No change | 3,095 | $687K |
| Jump Financial, LLC | 0.01% | Reduce -56.5% | 3,072 | $682K |
| Peterson Wealth Services | 0.17% | Reduce -84.0% | 3,051 | $677K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 2,997 | $665K |
| Man Group plc | 0.00% | New | 2,992 | $664K |
| Beaton Management Co. Inc. | 0.29% | No change | 2,950 | $655K |
| Guidance Capital, Inc. | 0.15% | Add +2.8% | 2,337 | $623K |
| Intech Investment Management LLC | 0.01% | Reduce -14.9% | 2,802 | $622K |
| Cwm, LLC | 0.00% | Reduce -12.6% | 2,802 | $622K |
| Verition Fund Management LLC | 0.00% | Reduce -62.6% | 2,800 | $622K |
| Quantinno Capital Management LP | 0.00% | Add +92.7% | 2,709 | $601K |
| Vestcor Inc | 0.02% | Reduce -16.4% | 2,550 | $566K |
| Keebeck Wealth Management | 0.06% | Add +63.4% | 2,521 | $560K |
| Yousif Capital Management, LLC | 0.01% | Reduce -12.5% | 2,106 | $552K |
| Guggenheim Capital LLC | 0.00% | New | 2,416 | $536K |
| Norden Group LLC | 0.05% | Add +29.6% | 2,389 | $530K |
| Citigroup Inc. | 0.00% | Add +8.4% | 2,364 | $525K |
| Assenagon Asset Management S.A. | 0.00% | Add +9.5% | 2,255 | $501K |
| Atria Investments, Inc | 0.01% | Add +77.6% | 2,248 | $499K |
| Comerica Bank | 0.00% | Reduce -15.9% | 2,241 | $497K |
| Amalgamated Bank | 0.00% | Add +2.9% | 2,234 | $496K |
| Voya Investment Management LLC | 0.00% | Add +64.5% | 2,230 | $495K |
| Sanctuary Advisors, LLC | 0.00% | New | 2,215 | $492K |
| Kings Path Partners LLC | 0.17% | No change | 2,210 | $491K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,206 | $490K |
| US Bancorp \de | 0.00% | Add +0.2% | 2,136 | $474K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 2,020 | $470K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,080 | $462K |
| Inspire Investing, LLC | 0.04% | Reduce -8.4% | 2,076 | $461K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.3% | 2,072 | $460K |
| Diversify Advisory Services, LLC | 0.01% | Add +12.1% | 1,736 | $452K |
| Arizona State Retirement System | 0.00% | Reduce -5.9% | 2,032 | $451K |
| Cim, LLC | 0.06% | Reduce -3.9% | 1,985 | $441K |
| Carnegie Investment Counsel | 0.01% | No change | 1,970 | $437K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.8% | 1,909 | $424K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -8.0% | 1,887 | $419K |
| Navellier & Associates Inc. | 0.05% | Reduce -3.1% | 1,887 | $419K |
| Liontrust Investment Partners LLP | 0.01% | Reduce -5.6% | 1,828 | $406K |
| Principal Securities, Inc. | 0.01% | Add +7.1% | 1,812 | $402K |
| New York State Teachers Retirement System | 0.00% | Reduce -5.3% | 1,800 | $400K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -50.1% | 1,571 | $395K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 1,771 | $393K |
| BNP Paribas Financial Markets | 0.00% | Reduce -78.0% | 1,770 | $393K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 1,731 | $384K |
| Earnest Partners LLC | 0.00% | No change | 1,700 | $377K |
| KLP Kapitalforvaltning As | 0.00% | Add +6.7% | 1,600 | $355K |
| FMR LLC | 0.00% | Reduce -2.0% | 1,553 | $345K |
| Pathstone Holdings, LLC | 0.00% | Reduce -69.3% | 1,515 | $336K |
| AQR Capital Management | 0.00% | Add +21.6% | 1,512 | $336K |
| Personal Cfo Solutions, LLC | 0.05% | Add +28.2% | 1,491 | $331K |
| ProShare Advisors LLC | 0.00% | Add +3.2% | 1,466 | $325K |
| Morgan Dempsey Capital Management LLC | 0.16% | No change | 1,449 | $322K |
| Los Angeles Capital Management LLC | 0.00% | No change | 1,693 | $314K |
| Millennium Management | 0.00% | Reduce -49.5% | 1,388 | $308K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -0.6% | 1,350 | $300K |
| Mariner, LLC | 0.00% | No change | 1,350 | $300K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.1% | 1,316 | $292K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 1,284 | $285K |
| Millington Financial Advisors, LLC | 0.12% | Reduce -48.4% | 1,050 | $281K |
| James Investment Research, Inc. | 0.03% | Add +3.1% | 1,230 | $273K |
| Tributary Capital Management, LLC | 0.03% | Reduce -10.6% | 1,225 | $272K |
| Pictet Asset Management Holding SA | 0.00% | No change | 1,217 | $270K |
| AlphaQuest LLC | 0.01% | Reduce -74.4% | 1,129 | $251K |
| Maryland State Retirement & Pension System | 0.01% | Add +1.3% | 1,123 | $249K |
| Victory Capital Management Inc. | 0.00% | Reduce -56.6% | 1,086 | $241K |
| Journey Retirement Planning & Investment Management LLC | 0.05% | — | 1,053 | $234K |
| Amundi | 0.00% | Reduce -22.5% | 1,032 | $229K |
| Balefire, LLC | 0.04% | New | 1,025 | $228K |
| Wedbush Securities Inc. | 0.01% | New | 992 | $220K |
| Riverchase Wealth Management, LLC | 0.12% | Reduce -14.8% | 979 | $217K |
| Sowell Financial Services LLC | 0.01% | New | 977 | $217K |
| Hutchens & Kramer Investment Management Group, LLC | 0.07% | New | 916 | $203K |
| Avanza Fonder AB | 0.01% | No change | 907 | $201K |
| Rothschild Investment LLC | 0.01% | Reduce -0.7% | 739 | $164K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 629 | $140K |
| Pacer Advisors, Inc. | 0.00% | Reduce -5.9% | 507 | $113K |
| State of Wyoming | 0.01% | Add +29.6% | 442 | $98K |
| GAMMA Investing LLC | 0.00% | Add +171.4% | 361 | $80K |
| Blue Trust, Inc. | 0.00% | No change | 300 | $67K |
| KBC Group NV | 0.00% | No change | 237 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | Add +66.2% | 236 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -49.4% | 210 | $47K |
| Smartleaf Asset Management LLC | 0.00% | Add +1500.0% | 176 | $41K |
| Group One Trading LLC | 0.00% | No change | 182 | $40K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.6% | 168 | $37K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 129 | $29K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.9% | 115 | $28K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.0% | 126 | $28K |
| Global Retirement Partners, LLC | 0.00% | New | 124 | $28K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +33.7% | 111 | $25K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +15.8% | 110 | $24K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -50.5% | 108 | $24K |
| Signaturefd, LLC | 0.00% | Reduce -12.8% | 102 | $23K |
| Wolff Wiese Magana LLC | 0.01% | No change | 100 | $22K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 100 | $22K |
| Canada Pension Plan Investment Board | 0.00% | New | 100 | $22K |
| Parallel Advisors, LLC | 0.00% | Add +102.0% | 99 | $22K |
| Simplex Trading, LLC | 0.00% | Reduce -40.3% | 95 | $21K |
| Salomon & Ludwin, LLC | 0.00% | Add +178.6% | 78 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -83.7% | 75 | $17K |
| Huntington National Bank | 0.00% | Reduce -14.1% | 73 | $16K |
| Greenline Wealth Management LLC | 0.01% | — | 64 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Add +376.9% | 62 | $14K |
| Assetmark, Inc. | 0.00% | Add +100.0% | 58 | $13K |
| Crewe Advisors LLC | 0.00% | Add +35.7% | 57 | $13K |
| Davidson Capital Management Inc. | 0.00% | New | 53 | $12K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -63.1% | 52 | $12K |
| Sterling Capital Management LLC | 0.00% | Add +177.8% | 50 | $11K |
| Private Trust Co. NA | 0.00% | New | 47 | $10K |
| UMB Bank, n.a. | 0.00% | Add +50.0% | 45 | $10K |
| SBI Securities Co., Ltd. | 0.00% | No change | 41 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 33 | $7K |
| Sound Income Strategies, LLC | 0.00% | New | 26 | $7K |
| Quadrant Capital Group LLC | 0.00% | Reduce -57.4% | 26 | $6K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 25 | $6K |
| SageView Advisory Group, LLC | 0.00% | New | 25 | $6K |
| Arax Advisory Partners | 0.00% | Reduce -17.2% | 24 | $5K |
| Fifth Third Bancorp | 0.00% | Add +16.7% | 21 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 20 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 20 | $4K |
| Truvestments Capital LLC | 0.00% | No change | 19 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -63.3% | 18 | $4K |
| Lanark Financial, Inc. | 0.00% | Reduce -78.8% | 18 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | Add +41.7% | 17 | $4K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 17 | $4K |
| Tidemark, LLC | 0.00% | New | 13 | $3K |
| Versant Capital Management, Inc | 0.00% | New | 12 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 10 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 11 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -10.0% | 9 | $2K |
| MAI Capital Management | 0.00% | New | 8 | $2K |
| Allworth Financial LP | 0.00% | Add +60.0% | 8 | $2K |
| Leonteq Securities AG | 0.00% | No change | 8 | $2K |
| Jones Financial Companies LLLP | 0.00% | No change | 8 | $2K |
| Quarry LP | 0.00% | Reduce -80.6% | 7 | $2K |
| Parkside Financial Bank & Trust | 0.00% | Add +500.0% | 6 | $1K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -62.5% | 6 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 5 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 5 | $1K |
| Covestor Ltd | 0.00% | No change | 6 | $1K |
| Caitlin John, LLC | 0.00% | Reduce -95.6% | 4 | $888 |
| Picton Mahoney Asset Management | 0.00% | No change | 4 | $888 |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -71.4% | 4 | $888 |
| Hurley Capital, LLC | 0.00% | No change | 3 | $666 |
| Golden State Wealth Management, LLC | 0.00% | No change | 3 | $666 |
| Creative Financial Designs Inc. | 0.00% | No change | 3 | $666 |
| Larson Financial Group LLC | 0.00% | No change | 3 | $666 |
| CENTRAL TRUST Co | 0.00% | New | 2 | $445 |
| Bare Financial Services, Inc | 0.00% | New | 2 | $444 |
| Gilpin Wealth Management, LLC | 0.00% | — | 1 | $223 |
| Ankerstar Wealth, LLC | 0.00% | — | 1 | $222 |
| Basecamp Wealth Advisors LLC | 0.00% | — | 1 | $222 |
"% of holder's portfolio" is UFPT's weight in each manager's 13F, not the share of Ufp Technologies Inc. the manager owns.