Ufp TechnologiesUFPT
13F holders, Q1 2026 (March 31)274holders +4
33new positions
30sold out
4famous investors
$193.61avg. 13F price*
At the end of Q1 2026, 274 institutions reported holding Ufp Technologies Inc. (UFPT) in their 13F filings, up 4 from Q4 2025. 33 opened new positions and 30 sold out. The largest holders were BlackRock, Inc. ($212.4M), Wasatch Advisors LP ($150.5M) and Congress Asset Management Co. ($101.3M). 4 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ufp Technologies Inc.
- CUSIP
- 902673102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $39.1M |
| Exits | 30 | $31.6M |
All 13F filers, Q4 2025 → Q1 2026: 873,691 shares bought and 743,446 shares sold, net +130,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| BlackRock, Inc. | 0.00% | Reduce -0.0% | 1,097,183 | $212.4M |
| Wasatch Advisors LP | 1.00% | Add +5.6% | 777,313 | $150.5M |
| Congress Asset Management Co. | 0.73% | Add +18.7% | 523,438 | $101.3M |
| Vanguard Capital Management LLC | 0.00% | — | 326,725 | $63.3M |
| Boston Trust Walden Corp | 0.50% | Add +36.3% | 317,072 | $61.4M |
| State Street Corp. | 0.00% | Add +4.7% | 303,313 | $58.7M |
| Neuberger Berman Group LLC | 0.04% | Reduce -2.9% | 300,593 | $58.2M |
| T. Rowe Price Associates Inc. | 0.01% | Add +35.8% | 246,503 | $47.7M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -4.4% | 237,276 | $45.9M |
| Massachusetts Financial Services Co. | 0.01% | Add +86.5% | 227,303 | $44.0M |
| Geode Capital Management, LLC | 0.00% | Add +3.1% | 190,620 | $36.9M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +14.3% | 189,863 | $36.8M |
| Dimensional Fund Advisors LP | 0.01% | Add +6.6% | 179,973 | $34.8M |
| UBS Group AG | 0.01% | Reduce -8.3% | 173,740 | $33.6M |
| AltraVue Capital, LLC | 2.57% | Add +0.5% | 154,066 | $29.8M |
| Vanguard Portfolio Management LLC | 0.00% | — | 151,761 | $29.4M |
| Geneva Capital Management LLC | 0.54% | Reduce -7.8% | 131,173 | $25.4M |
| Annex Advisory Services, LLC | 0.47% | Add +2.8% | 130,394 | $25.2M |
| Morgan Stanley | 0.00% | Reduce -18.8% | 128,580 | $24.9M |
| American Century Companies Inc. | 0.01% | Reduce -52.9% | 125,860 | $24.4M |
| Swedbank AB | 0.02% | Reduce -28.1% | 115,005 | $22.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +15.5% | 109,791 | $21.3M |
| Ashford Capital Management Inc. | 2.58% | Add +11.7% | 108,010 | $20.9M |
| Renaissance Technologies | 0.03% | Reduce -24.5% | 106,472 | $20.6M |
| Northern Trust Corp. | 0.00% | Add +0.4% | 86,400 | $16.7M |
| Franklin Resources Inc. | 0.00% | Reduce -25.5% | 82,148 | $15.9M |
| Royal Bank of Canada | 0.00% | Reduce -12.5% | 79,179 | $15.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.3% | 74,769 | $14.5M |
| De Lisle Partners LLP | 1.72% | No change | 74,302 | $14.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +9.5% | 65,381 | $12.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +118.0% | 59,710 | $11.6M |
| Brown Capital Management LLC | 1.62% | Reduce -29.7% | 58,807 | $11.4M |
| Osaic Holdings, Inc. | 0.02% | Add +23.6% | 58,006 | $11.2M |
| GW&K Investment Management, LLC | 0.10% | Reduce -8.7% | 57,234 | $11.1M |
| Impax Asset Management Group plc | 0.07% | New | 55,500 | $10.7M |
| Bank of America Corp. | 0.00% | Add +20.8% | 54,732 | $10.6M |
| Raymond James Financial Inc. | 0.00% | Add +8.2% | 53,685 | $10.3M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 53,168 | $10.3M |
| Applied Fundamental Research, LLC | 13.49% | No change | 52,788 | $10.2M |
| Principal Financial Group Inc. | 0.01% | Add +5.6% | 52,206 | $10.1M |
| New York State Common Retirement Fund | 0.01% | Add +1.1% | 51,867 | $10.0M |
| Neumeier Poma Investment Counsel LLC | 0.81% | Reduce -2.4% | 50,855 | $9.8M |
| Renaissance Group LLC | 0.36% | Add +15.3% | 43,885 | $8.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 41,451 | $8.0M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.05% | Add +55.1% | 41,106 | $8.0M |
| Palisades Investment Partners, LLC | 2.86% | Add +7.4% | 37,701 | $7.3M |
| Ranger Investment Management, L.P. | 0.50% | Reduce -0.3% | 35,945 | $7.0M |
| Legato Capital Management LLC | 0.63% | Add +1.3% | 35,721 | $6.9M |
| First Trust Advisors LP | 0.00% | Add +160.0% | 27,941 | $5.4M |
| Public Sector Pension Investment Board | 0.02% | Add +3.3% | 27,600 | $5.3M |
| Catalyst Financial Partners LLC | 0.60% | Reduce -0.0% | 26,458 | $5.1M |
| Sei Investments Co. | 0.00% | Add +144.7% | 26,305 | $5.1M |
| Nuveen, LLC | 0.00% | Reduce -0.3% | 24,935 | $4.8M |
| Invesco Ltd. | 0.00% | Reduce -51.9% | 24,001 | $4.6M |
| Royce & Associates LP | 0.05% | New | 23,867 | $4.6M |
| Punch & Associates Investment Management, Inc. | 0.26% | No change | 22,700 | $4.4M |
| Davidson Capital Management Inc. | 0.79% | Add +42426.4% | 22,539 | $4.4M |
| Russell Investments Group, Ltd. | 0.00% | Add +0.4% | 22,269 | $4.3M |
| Rice Hall James & Associates, LLC | 0.23% | Add +110.0% | 21,211 | $4.1M |
| Rhumbline Advisers | 0.00% | Add +1.8% | 20,846 | $4.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +13.6% | 20,779 | $4.0M |
| Nicholas Company, Inc. | 0.08% | Reduce -0.4% | 20,711 | $4.0M |
| Bridge City Capital, LLC | 1.06% | Add +16.8% | 19,758 | $3.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -75.5% | 19,436 | $3.8M |
| LPL Financial LLC | 0.00% | Add +1.6% | 19,352 | $3.7M |
| Citadel Advisors | 0.00% | New | 19,062 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +8.0% | 18,444 | $3.6M |
| Legal & General Group Plc | 0.00% | Reduce -8.5% | 17,639 | $3.4M |
| Balyasny Asset Management L.P. | 0.01% | New | 16,677 | $3.2M |
| Mountain Pacific Investment Advisers LLC | 0.55% | Reduce -3.3% | 16,604 | $3.2M |
| Chatham Capital Group, Inc. | 0.45% | Reduce -10.5% | 15,876 | $3.1M |
| ExodusPoint Capital Management, LP | 0.03% | New | 15,725 | $3.0M |
| EFG International AG | 0.06% | Reduce -5.1% | 15,284 | $3.0M |
| Bessemer Group Inc. | 0.00% | Reduce -79.7% | 14,912 | $2.9M |
| Swiss National Bank | 0.00% | No change | 14,400 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.5% | 13,994 | $2.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.2% | 12,775 | $2.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.8% | 12,615 | $2.4M |
| Motley Fool Wealth Management, LLC | 0.26% | Reduce -24.8% | 12,090 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -32.9% | 11,780 | $2.3M |
| Marshall Wace, LLP | 0.00% | New | 11,144 | $2.2M |
| Alliancebernstein L.P. | 0.00% | Add +2.0% | 9,463 | $2.1M |
| Johnson Investment Counsel Inc. | 0.02% | Add +1.3% | 10,401 | $2.0M |
| First National Bank of Omaha | 0.06% | Add +2.3% | 10,182 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -33.0% | 9,764 | $1.9M |
| California State Teachers Retirement System | 0.00% | Add +29.5% | 9,162 | $1.8M |
| Motley Fool Asset Management LLC | 0.08% | Reduce -6.4% | 9,129 | $1.8M |
| Oak Ridge Investments LLC | 0.12% | Add +51.4% | 9,121 | $1.8M |
| Gotham Asset Management | 0.01% | Reduce -46.5% | 8,964 | $1.7M |
| First National Advisers, LLC | 0.25% | Reduce -9.1% | 8,914 | $1.7M |
| Diversify Wealth Management, LLC | 0.03% | Add +109.4% | 9,171 | $1.7M |
| Isthmus Partners, LLC | 0.18% | New | 8,675 | $1.7M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -41.0% | 8,464 | $1.6M |
| XTX Topco Ltd | 0.03% | New | 8,237 | $1.6M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Add +3.8% | 8,043 | $1.6M |
| Prudential Financial Inc. | 0.00% | Add +10.0% | 8,008 | $1.6M |
| Level Four Advisory Services, LLC | 0.05% | Add +24.9% | 8,002 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Add +4.0% | 7,843 | $1.5M |
| Man Group plc | 0.00% | Add +160.3% | 7,787 | $1.5M |
| Maridea Wealth Management LLC | 0.21% | New | 7,567 | $1.5M |
| Truist Financial Corp. | 0.00% | Add +2.9% | 7,284 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +11.1% | 7,037 | $1.4M |
| Gibbs Wealth Management | 0.18% | Add +99.6% | 6,965 | $1.3M |
| Cetera Investment Advisers | 0.00% | Reduce -3.3% | 6,674 | $1.3M |
| Laurus Global Equity Management Inc. | 1.22% | Add +22.1% | 6,420 | $1.2M |
| Jump Financial, LLC | 0.02% | Add +100.8% | 6,169 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Add +263.9% | 5,513 | $1.1M |
| Kornitzer Capital Management Inc. | 0.02% | Reduce -3.3% | 5,343 | $1.0M |
| Confluence Investment Management LLC | 0.02% | Reduce -33.7% | 5,097 | $987K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 4,921 | $953K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 4,707 | $911K |
| Benjamin Edwards Inc. | 0.01% | Add +5.3% | 4,544 | $880K |
| Anchor Capital Advisors LLC | 0.02% | Reduce -5.8% | 4,363 | $845K |
| MetLife Investment Management, LLC | 0.00% | Reduce -0.7% | 4,207 | $814K |
| Illinois Municipal Retirement Fund | 0.01% | New | 3,942 | $763K |
| Park Avenue Securities LLC | 0.01% | Add +9.1% | 3,942 | $763K |
| Portside Wealth Group, LLC | 0.10% | Add +4.8% | 3,829 | $741K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.0% | 3,799 | $735K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.7% | 3,509 | $679K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.4% | 3,432 | $664K |
| Vident Advisory, LLC | 0.01% | New | 3,403 | $659K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.9% | 3,400 | $658K |
| Zions Bancorporation, National Association | 0.04% | Reduce -40.3% | 3,374 | $653K |
| Peterson Wealth Services | 0.15% | Add +5.5% | 3,219 | $623K |
| Handelsbanken Fonder AB | 0.00% | No change | 3,200 | $620K |
| Vanguard Global Advisers, LLC | 0.00% | — | 3,113 | $603K |
| Sit Investment Associates Inc. | 0.01% | No change | 3,095 | $599K |
| World Investment Advisors | 0.01% | Reduce -3.3% | 3,073 | $595K |
| Beaton Management Co. Inc. | 0.25% | No change | 2,950 | $571K |
| Gsa Capital Partners LLP | 0.04% | New | 2,944 | $570K |
| Atria Investments, Inc | 0.01% | Add +28.6% | 2,891 | $560K |
| Cwm, LLC | 0.00% | Add +2.4% | 2,870 | $556K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +41.9% | 2,866 | $555K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -6.5% | 2,803 | $543K |
| Susquehanna International Group, LLP | 0.00% | New | 2,713 | $525K |
| Inspire Investing, LLC | 0.03% | Add +28.3% | 2,664 | $516K |
| Montrusco Bolton Investments Inc. | 0.01% | Reduce -87.2% | 2,604 | $504K |
| Keebeck Wealth Management | 0.06% | Add +1.7% | 2,564 | $496K |
| Vestcor Inc | 0.01% | No change | 2,550 | $494K |
| Morgan Dempsey Capital Management LLC | 0.22% | Add +71.4% | 2,484 | $481K |
| Engineers Gate Manager LP | 0.01% | New | 2,472 | $479K |
| Alliance Wealth Advisors, LLC | 0.10% | Reduce -24.5% | 2,415 | $468K |
| Simplex Trading, LLC | 0.01% | Add +2401.1% | 2,376 | $460K |
| Quantinno Capital Management LP | 0.00% | Reduce -13.7% | 2,338 | $453K |
| Sanctuary Advisors, LLC | 0.00% | Add +3.3% | 2,287 | $443K |
| Fifth Third Bancorp | 0.00% | Add +10652.4% | 2,258 | $437K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 2,236 | $433K |
| Amalgamated Bank | 0.00% | Reduce -0.9% | 2,213 | $428K |
| Kings Path Partners LLC | 0.15% | No change | 2,210 | $428K |
| Voya Investment Management LLC | 0.00% | Reduce -2.0% | 2,186 | $423K |
| AQR Capital Management | 0.00% | Add +44.3% | 2,182 | $422K |
| US Bancorp \de | 0.00% | Add +0.1% | 2,137 | $414K |
| Yousif Capital Management, LLC | 0.00% | Reduce -0.5% | 2,096 | $406K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 2,080 | $403K |
| Carnegie Investment Counsel | 0.01% | Add +4.8% | 2,064 | $400K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -8.7% | 2,060 | $399K |
| Arizona State Retirement System | 0.00% | Reduce -1.0% | 2,012 | $390K |
| Grandeur Peak Global Advisors, LLC | 0.09% | New | 1,988 | $385K |
| Cim, LLC | 0.06% | No change | 1,985 | $384K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +54.6% | 1,985 | $384K |
| Hancock Whitney Corp. | 0.01% | New | 1,980 | $379K |
| Norden Group LLC | 0.04% | Reduce -18.9% | 1,938 | $375K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 1,907 | $369K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 1,887 | $365K |
| Barclays PLC | 0.00% | Reduce -84.8% | 1,783 | $345K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 1,771 | $343K |
| Liontrust Investment Partners LLP | 0.01% | Reduce -4.1% | 1,753 | $339K |
| Amundi | 0.00% | Add +69.2% | 1,746 | $338K |
| Principal Securities, Inc. | 0.01% | Reduce -3.8% | 1,744 | $338K |
| Mirabella Financial Services LLP | 0.03% | New | 1,735 | $336K |
| Prosperity Consulting Group, LLC | 0.01% | No change | 1,731 | $335K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 1,725 | $334K |
| BNP Paribas Financial Markets | 0.00% | Reduce -2.9% | 1,718 | $333K |
| Earnest Partners LLC | 0.00% | No change | 1,700 | $329K |
| New York State Teachers Retirement System | 0.00% | Reduce -8.4% | 1,648 | $319K |
| Personal Cfo Solutions, LLC | 0.04% | Add +9.6% | 1,634 | $316K |
| KLP Kapitalforvaltning As | 0.00% | No change | 1,600 | $310K |
| Quantbot Technologies LP | 0.01% | New | 1,594 | $309K |
| Intech Investment Management LLC | 0.00% | Reduce -43.5% | 1,584 | $307K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 1,571 | $304K |
| SG Americas Securities, LLC | 0.00% | Reduce -67.2% | 1,549 | $300K |
| Brevan Howard Capital Management LP | 0.00% | New | 1,545 | $299K |
| Citigroup Inc. | 0.00% | Reduce -38.0% | 1,466 | $284K |
| Navellier & Associates Inc. | 0.03% | Reduce -23.9% | 1,437 | $278K |
| Headlands Technologies LLC | 0.03% | New | 1,419 | $275K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 1,350 | $261K |
| Mariner, LLC | 0.00% | No change | 1,350 | $261K |
| Blueshift Asset Management, LLC | 0.08% | New | 1,290 | $250K |
| James Investment Research, Inc. | 0.03% | No change | 1,230 | $238K |
| Tributary Capital Management, LLC | 0.02% | No change | 1,225 | $237K |
| Pictet Asset Management Holding SA | 0.00% | No change | 1,217 | $236K |
| &partners | 0.00% | New | 1,170 | $228K |
| ProShare Advisors LLC | 0.00% | Reduce -20.1% | 1,172 | $227K |
| Victory Capital Management Inc. | 0.00% | Add +5.4% | 1,145 | $222K |
| Maryland State Retirement & Pension System | 0.00% | No change | 1,123 | $217K |
| FMR LLC | 0.00% | Reduce -27.8% | 1,122 | $217K |
| M&T Bank Corp | 0.00% | New | 1,108 | $215K |
| Balefire, LLC | 0.04% | Add +6.6% | 1,093 | $212K |
| Wedbush Securities Inc. | 0.01% | Add +9.7% | 1,088 | $211K |
| Creative Planning | 0.00% | New | 1,077 | $209K |
| Millington Financial Advisors, LLC | 0.09% | No change | 1,050 | $207K |
| PNC Financial Services Group, Inc. | 0.00% | Add +300.0% | 944 | $183K |
| Rothschild Investment LLC | 0.01% | No change | 739 | $143K |
| State of Wyoming | 0.02% | Add +65.6% | 732 | $142K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 629 | $122K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +122.4% | 467 | $90K |
| Jones Financial Companies LLLP | 0.00% | Add +5025.0% | 410 | $78K |
| Blue Trust, Inc. | 0.00% | No change | 300 | $58K |
| KBC Group NV | 0.00% | No change | 237 | $46K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -94.1% | 196 | $38K |
| Smartleaf Asset Management LLC | 0.00% | Add +7.4% | 189 | $35K |
| Caitong International Asset Management Co., Ltd | 0.01% | New | 163 | $32K |
| GAMMA Investing LLC | 0.00% | Reduce -57.3% | 154 | $30K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +35.5% | 149 | $29K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +32.4% | 147 | $28K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.6% | 128 | $25K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -93.3% | 114 | $22K |
| Salomon & Ludwin, LLC | 0.00% | Add +44.9% | 113 | $22K |
| Signaturefd, LLC | 0.00% | Add +7.8% | 110 | $21K |
| Wolff Wiese Magana LLC | 0.01% | No change | 100 | $19K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 100 | $19K |
| Parallel Advisors, LLC | 0.00% | No change | 99 | $19K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -15.7% | 97 | $19K |
| Crewe Advisors LLC | 0.00% | Add +36.8% | 78 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 75 | $15K |
| Huntington National Bank | 0.00% | Reduce -1.4% | 72 | $14K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -45.0% | 71 | $14K |
| Assetmark, Inc. | 0.00% | No change | 58 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -5.8% | 49 | $10K |
| Sterling Capital Management LLC | 0.00% | Reduce -2.0% | 49 | $9K |
| Mather Group, Llc. | 0.00% | New | 47 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -35.5% | 40 | $8K |
| Private Trust Co. NA | 0.00% | Reduce -12.8% | 41 | $8K |
| UMB Bank, n.a. | 0.00% | Reduce -22.2% | 35 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 33 | $6K |
| MAI Capital Management | 0.00% | Add +300.0% | 32 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +190.9% | 32 | $6K |
| Harbour Investments, Inc. | 0.00% | New | 25 | $5K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 25 | $5K |
| Quadrant Capital Group LLC | 0.00% | Reduce -19.2% | 21 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 20 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 17 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 17 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -5.6% | 17 | $3K |
| Tidemark, LLC | 0.00% | No change | 13 | $3K |
| Allworth Financial LP | 0.00% | Add +50.0% | 12 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 12 | $2K |
| Truvestments Capital LLC | 0.00% | Reduce -42.1% | 11 | $2K |
| Quarry LP | 0.00% | Add +57.1% | 11 | $2K |
| IFP Advisors, Inc | 0.00% | Add +22.2% | 11 | $2K |
| Sound Income Strategies, LLC | 0.00% | Reduce -61.5% | 10 | $2K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 10 | $2K |
| Raleigh Capital Management Inc. | 0.00% | New | 8 | $2K |
| Leonteq Securities AG | 0.00% | No change | 8 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 6 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 5 | $968 |
| Caitlin John, LLC | 0.00% | No change | 4 | $774 |
| Keating Financial Advisory Services, Inc. | 0.00% | Reduce -20.0% | 4 | $774 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -60.0% | 4 | $774 |
| Picton Mahoney Asset Management | 0.00% | No change | 4 | $774 |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 4 | $774 |
| Hurley Capital, LLC | 0.00% | No change | 3 | $581 |
| Golden State Wealth Management, LLC | 0.00% | No change | 3 | $581 |
| CENTRAL TRUST Co | 0.00% | Add +50.0% | 3 | $581 |
| Creative Financial Designs Inc. | 0.00% | No change | 3 | $581 |
| Larson Financial Group LLC | 0.00% | No change | 3 | $581 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -92.7% | 3 | $581 |
| Root Financial Partners, LLC | 0.00% | New | 3 | $581 |
| Ankerstar Wealth, LLC | 0.00% | Add +100.0% | 2 | $387 |
| Bare Financial Services, Inc | 0.00% | No change | 2 | $387 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 1 | $194 |
| Advisory Services Network, LLC | 0.00% | New | 1 | $194 |
| Cedar Mountain Advisors, LLC | 0.00% | New | 1 | $194 |
| Covestor Ltd | 0.00% | Reduce -83.3% | 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.