Universal Technical InstitutUTI
13F holders, Q2 2026 (June 30)263holders +16
48new positions
31sold out
4famous investors
$42.76avg. 13F price*
At the end of Q2 2026, 263 institutions reported holding Universal Technical Institut (UTI) in their 13F filings, up 16 from Q1 2026. 48 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($323.1M), Congress Asset Management Co. ($128.3M) and T. Rowe Price Associates Inc. ($110.5M). 4 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Universal Technical Institut
- CUSIP
- 913915104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $98.9M |
| Exits | 31 | $51.0M |
All 13F filers, Q1 2026 → Q2 2026: 14,237,074 shares bought and 8,757,037 shares sold, net +5,480,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 263 holders
| BlackRock, Inc. | 0.00% | Add +108.5% | 7,553,895 | $323.1M |
| Congress Asset Management Co. | 0.79% | Add +39.4% | 3,000,595 | $128.3M |
| T. Rowe Price Associates Inc. | 0.01% | Add +51.9% | 2,582,839 | $110.5M |
| Driehaus Capital Management LLC | 0.62% | Add +42.3% | 2,499,689 | $106.9M |
| Vanguard Capital Management LLC | 0.00% | Add +1.8% | 2,211,159 | $94.6M |
| State Street Corp. | 0.00% | Add +82.4% | 1,890,902 | $80.9M |
| Thrivent Financial for Lutherans | 0.12% | Reduce -7.6% | 1,653,529 | $70.7M |
| Hood River Capital Management LLC | 0.48% | Reduce -1.8% | 1,558,008 | $66.6M |
| Praetorian PR LLC | 18.40% | Add +35.0% | 1,350,000 | $57.7M |
| Wasatch Advisors LP | 0.36% | Reduce -34.5% | 1,296,581 | $55.5M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -0.7% | 1,287,425 | $55.1M |
| American Century Companies Inc. | 0.02% | Reduce -12.3% | 1,260,541 | $53.9M |
| Geode Capital Management, LLC | 0.00% | Add +6.0% | 1,239,433 | $53.0M |
| Royce & Associates LP | 0.41% | Add +16.3% | 1,198,144 | $51.2M |
| Conestoga Capital Advisors, LLC | 1.10% | Reduce -8.6% | 1,181,460 | $50.5M |
| Needham Investment Management LLC | 1.45% | Add +9.7% | 1,130,000 | $48.3M |
| Punch & Associates Investment Management, Inc. | 2.34% | Add +1.8% | 1,096,078 | $46.9M |
| Alyeska Investment Group, L.P. | 0.12% | Add +18.7% | 1,075,771 | $46.0M |
| Gilder Gagnon Howe & Co. LLC | 0.46% | Add +273.0% | 1,041,404 | $44.5M |
| Lord, Abbett & Co. LLC | 0.13% | Reduce -28.4% | 984,015 | $42.1M |
| Coliseum Capital Management, LLC | 3.57% | Reduce -75.5% | 971,440 | $41.5M |
| Vanguard Portfolio Management LLC | 0.00% | Add +78.4% | 956,449 | $40.9M |
| Next Century Growth Investors LLC | 2.15% | Reduce -0.6% | 949,379 | $40.6M |
| Shannon River Fund Management LLC | 3.40% | New | 890,113 | $38.1M |
| Point72 Asset Management | 0.06% | Reduce -43.9% | 810,041 | $34.6M |
| Morgan Stanley | 0.00% | Add +46.8% | 797,071 | $34.1M |
| Nuveen, LLC | 0.01% | Reduce -34.4% | 740,409 | $31.7M |
| Raymond James Financial Inc. | 0.01% | Add +57.9% | 722,511 | $30.9M |
| Clearbridge Investments, LLC | 0.02% | Add +0.6% | 606,126 | $25.9M |
| Wellington Management Group LLP | 0.00% | Reduce -31.6% | 582,108 | $24.9M |
| Loomis Sayles & Co. L P | 0.03% | Reduce -2.6% | 579,788 | $24.8M |
| First Eagle Investment Management, LLC | 0.04% | Add +20.8% | 570,235 | $24.4M |
| FMR LLC | 0.00% | Add +6.4% | 568,137 | $24.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.0% | 564,159 | $24.1M |
| Baillie Gifford & Co. | 0.02% | Reduce -10.4% | 507,700 | $21.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +24.5% | 503,381 | $21.5M |
| Northern Trust Corp. | 0.00% | Add +21.6% | 496,239 | $21.2M |
| AWM Investment Company, Inc. | 1.82% | No change | 489,098 | $20.9M |
| Renaissance Technologies | 0.03% | Reduce -27.6% | 476,030 | $20.4M |
| RBF Capital, LLC | 0.85% | No change | 475,840 | $20.4M |
| Royal Bank of Canada | 0.00% | Reduce -12.4% | 475,137 | $20.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +13.4% | 465,747 | $19.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.2% | 358,789 | $15.3M |
| Pillsbury Lake Capital LLC | 3.78% | Add +46.2% | 321,556 | $13.8M |
| Bank of America Corp. | 0.00% | Add +25.3% | 318,968 | $13.6M |
| Baird Financial Group, Inc. | 0.02% | New | 314,959 | $13.5M |
| Federated Hermes, Inc. | 0.02% | No change | 300,000 | $12.8M |
| Kennedy Capital Management LLC | 0.22% | Reduce -5.0% | 291,655 | $12.5M |
| Bank of New York Mellon Corp | 0.00% | Add +94.2% | 283,722 | $12.1M |
| UBS Group AG | 0.00% | Add +37.9% | 280,365 | $12.0M |
| Aberdeen Group plc | 0.02% | New | 261,263 | $11.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +37.8% | 260,856 | $11.2M |
| Principal Financial Group Inc. | 0.01% | New | 247,418 | $10.6M |
| First Trust Advisors LP | 0.01% | Add +99.4% | 243,382 | $10.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.0% | 241,141 | $10.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.02% | Add +44.2% | 228,431 | $9.8M |
| Uniplan Investment Counsel, Inc. | 0.90% | Add +16.3% | 219,103 | $9.4M |
| Militia Capital Management LLC | 1.54% | Reduce -0.5% | 199,000 | $8.5M |
| GAMCO Investors | 0.08% | Reduce -4.7% | 195,500 | $8.4M |
| Sei Investments Co. | 0.01% | Add +26.6% | 176,831 | $7.6M |
| Public Sector Pension Investment Board | 0.02% | New | 174,070 | $7.4M |
| Great Lakes Advisors, LLC | 0.05% | Reduce -9.1% | 163,870 | $7.0M |
| Wells Fargo & Company | 0.00% | Add +26.6% | 145,598 | $6.2M |
| Guardian Wealth Management, Inc. | 2.97% | Reduce -1.1% | 141,544 | $6.1M |
| Pembroke Management, LTD | 0.76% | Reduce -15.3% | 137,993 | $5.9M |
| Leuthold Group, LLC | 0.59% | Reduce -5.2% | 136,531 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +97.3% | 133,850 | $5.7M |
| Brevan Howard Capital Management LP | 0.08% | Add +497.7% | 127,263 | $5.4M |
| Legal & General Group Plc | 0.00% | Add +141.7% | 123,915 | $5.3M |
| Prelude Capital Management, LLC | 0.39% | Add +15.8% | 123,017 | $5.3M |
| Resolute Capital Asset Partners LLC | 2.22% | Add +70.1% | 121,297 | $5.2M |
| Invesco Ltd. | 0.00% | Add +99.9% | 118,198 | $5.1M |
| Rhumbline Advisers | 0.00% | Add +101.4% | 117,823 | $5.0M |
| Informed Momentum Co LLC | 0.41% | Reduce -1.6% | 108,874 | $4.7M |
| Victory Capital Management Inc. | 0.00% | Add +54.2% | 106,104 | $4.5M |
| Fred Alger Management, LLC | 0.01% | Reduce -1.7% | 100,696 | $4.3M |
| Swiss National Bank | 0.00% | Reduce -7.4% | 99,400 | $4.3M |
| Isthmus Partners, LLC | 0.40% | Add +0.3% | 97,483 | $4.2M |
| Gendell Jeffrey L | 0.04% | No change | 91,585 | $3.9M |
| Verition Fund Management LLC | 0.03% | Reduce -33.3% | 90,000 | $3.8M |
| New York State Common Retirement Fund | 0.00% | Add +9.9% | 87,677 | $3.7M |
| Fifth Third Bancorp | 0.01% | Reduce -27.5% | 87,169 | $3.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -14.6% | 85,421 | $3.7M |
| Lonestar Capital Management LLC | 2.34% | No change | 85,000 | $3.6M |
| Harbor Capital Advisors, Inc. | 0.25% | Reduce -0.6% | 84,122 | $3.6M |
| SG Americas Securities, LLC | 0.00% | Add +3.9% | 84,043 | $3.6M |
| Park West Asset Management LLC | 0.23% | Reduce -62.6% | 78,565 | $3.4M |
| MYDA Advisors LLC | 0.79% | Add +50.0% | 75,000 | $3.2M |
| Manatuck Hill Partners, LLC | 0.93% | Reduce -69.4% | 65,800 | $2.8M |
| Chatham Capital Group, Inc. | 0.35% | Add +2.8% | 63,330 | $2.7M |
| Intech Investment Management LLC | 0.02% | Add +462.9% | 60,203 | $2.6M |
| SMA Capital LLC | 1.08% | Reduce -20.1% | 60,000 | $2.6M |
| Polymer Capital Management (HK) LTD | 0.26% | New | 60,000 | $2.6M |
| Jump Financial, LLC | 0.02% | Add +242.3% | 57,600 | $2.5M |
| California State Teachers Retirement System | 0.00% | Reduce -15.7% | 56,662 | $2.4M |
| State of Wisconsin Investment Board | 0.00% | Reduce -5.9% | 56,472 | $2.4M |
| Alliancebernstein L.P. | 0.00% | Add +43.4% | 65,592 | $2.4M |
| Montanaro Asset Management Ltd | 0.73% | Reduce -18.9% | 54,068 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +8.7% | 52,715 | $2.3M |
| Prudential Financial Inc. | 0.00% | Add +596.7% | 51,940 | $2.2M |
| Deutsche Bank AG | 0.00% | Add +19.8% | 51,853 | $2.2M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Add +7.4% | 51,442 | $2.2M |
| Quantinno Capital Management LP | 0.00% | Add +9.1% | 50,177 | $2.1M |
| Lisanti Capital Growth, LLC | 0.44% | Reduce -43.1% | 46,715 | $2.0M |
| Moran Wealth Management, LLC | 0.05% | Add +17.3% | 46,613 | $2.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +510.0% | 42,845 | $1.8M |
| King Luther Capital Management Corp. | 0.01% | New | 40,082 | $1.7M |
| Boothbay Fund Management, LLC | 0.03% | Add +23.1% | 38,348 | $1.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | No change | 36,704 | $1.6M |
| Cookson Peirce & Co. Inc. | 0.05% | New | 35,172 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -19.6% | 31,731 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -0.9% | 30,824 | $1.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +35.7% | 30,056 | $1.3M |
| Annex Advisory Services, LLC | 0.02% | Reduce -2.4% | 29,257 | $1.3M |
| State of New Jersey Common Pension Fund D | 0.00% | New | 28,794 | $1.2M |
| MetLife Investment Management, LLC | 0.01% | Add +9.2% | 27,996 | $1.2M |
| Dauntless Investment Group, LLC | 2.08% | Add +92.0% | 27,990 | $1.2M |
| Bank of Montreal | 0.00% | Add +16.2% | 26,861 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +9.4% | 26,742 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.8% | 26,560 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -1.7% | 26,418 | $1.1M |
| Jupiter Topco LLC | 0.00% | — | 25,399 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | New | 25,164 | $1.1M |
| Arcadia Wealth Management, Inc. | 0.51% | No change | 24,946 | $1.1M |
| STRS Ohio | 0.00% | Add +1664.3% | 24,700 | $1.1M |
| Citigroup Inc. | 0.00% | Add +438.2% | 24,519 | $1.0M |
| Lumbard & Kellner, LLC | 0.32% | Reduce -3.8% | 24,421 | $1.0M |
| Register Financial Advisors LLC | 0.32% | Reduce -5.7% | 24,250 | $1.0M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -31.5% | 24,155 | $1.0M |
| Legato Capital Management LLC | 0.08% | Reduce -21.0% | 23,670 | $1.0M |
| XTX Topco Ltd | 0.01% | Reduce -52.0% | 23,498 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +13.2% | 23,213 | $960K |
| Louisiana State Employees Retirement System | 0.01% | New | 22,200 | $949K |
| Round Rock Advisors LLC | 0.12% | No change | 21,346 | $913K |
| Concentric Capital Strategies, LP | 0.05% | Reduce -43.3% | 19,678 | $842K |
| State of Alaska, Department of Revenue | 0.01% | Add +588.0% | 19,519 | $834K |
| PDT Partners, LLC | 0.04% | Reduce -48.9% | 19,406 | $830K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -4.5% | 19,240 | $823K |
| Creative Planning | 0.00% | Add +18.1% | 19,085 | $816K |
| Capstone Investment Advisors, LLC | 0.01% | New | 18,199 | $778K |
| Portside Wealth Group, LLC | 0.09% | Add +6.3% | 17,774 | $760K |
| Russell Investments Group, Ltd. | 0.00% | Add +132.1% | 17,021 | $728K |
| Kopp Family Office, LLC | 0.45% | New | 16,992 | $727K |
| Rothschild Investment LLC | 0.03% | Reduce -38.5% | 16,972 | $726K |
| Inspire Investing, LLC | 0.03% | Add +9.7% | 15,832 | $677K |
| Simplex Trading, LLC | 0.02% | Reduce -14.3% | 15,370 | $657K |
| LPL Financial LLC | 0.00% | Add +15.3% | 15,355 | $657K |
| North Star Investment Management Corp. | 0.03% | No change | 15,000 | $642K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -44.2% | 14,593 | $624K |
| Cetera Investment Advisers | 0.00% | Reduce -1.0% | 14,522 | $621K |
| State of Tennessee, Department of Treasury | 0.00% | New | 14,317 | $612K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +8.7% | 14,169 | $606K |
| BNP Paribas Financial Markets | 0.00% | Add +20.7% | 13,922 | $595K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 13,718 | $587K |
| Arizona State Retirement System | 0.00% | Reduce -8.6% | 13,664 | $584K |
| Yousif Capital Management, LLC | 0.01% | New | 13,607 | $582K |
| Natixis | 0.00% | New | 13,600 | $582K |
| Amalgamated Bank | 0.00% | New | 13,535 | $579K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.1% | 12,967 | $555K |
| Atria Investments, Inc | 0.01% | Add +7.6% | 12,805 | $548K |
| Gabelli Funds LLC | 0.00% | No change | 12,700 | $543K |
| M&T Bank Corp | 0.00% | Add +122.1% | 12,358 | $529K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | New | 12,308 | $526K |
| Pinnacle Associates Ltd. | 0.01% | New | 12,308 | $526K |
| KLP Kapitalforvaltning As | 0.00% | No change | 12,300 | $526K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | New | 12,012 | $514K |
| Barclays PLC | 0.00% | Reduce -24.9% | 11,924 | $510K |
| Franklin Resources Inc. | 0.00% | Add +3.8% | 11,804 | $505K |
| Argent Trust Co | 0.01% | Add +1.8% | 11,787 | $504K |
| Susquehanna International Group, LLP | 0.00% | Reduce -91.8% | 11,599 | $496K |
| Oregon Public Employees Retirement Fund | 0.01% | New | 11,500 | $492K |
| KR Capital LP | 0.05% | New | 11,081 | $474K |
| Walleye Capital LLC | 0.00% | New | 10,841 | $464K |
| HighTower Advisors, LLC | 0.00% | Add +9.4% | 10,785 | $461K |
| Captrust Financial Advisors | 0.00% | New | 10,325 | $442K |
| Whalen Wealth Management Inc. | 0.20% | Reduce -51.3% | 10,313 | $441K |
| Auxier Asset Management LLC | 0.06% | No change | 10,000 | $428K |
| Truist Financial Corp. | 0.00% | Add +1.7% | 9,899 | $423K |
| Neo Ivy Capital Management | 0.10% | Add +360.6% | 9,732 | $416K |
| Greenwood Capital Associates LLC | 0.04% | Reduce -9.5% | 9,566 | $409K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 9,390 | $402K |
| Voya Investment Management LLC | 0.00% | Add +12.3% | 9,220 | $394K |
| Granite Investment Partners, LLC | 0.02% | Reduce -6.0% | 9,091 | $389K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -31.4% | 8,958 | $383K |
| Granahan Investment Management, LLC | 0.01% | Reduce -96.4% | 8,709 | $372K |
| Teton Advisors, LLC | 0.22% | No change | 8,700 | $372K |
| Vident Advisory, LLC | 0.00% | Add +0.9% | 8,659 | $370K |
| Yorktown Management & Research Co Inc | 0.22% | No change | 8,450 | $361K |
| MML Investors Services, LLC | 0.00% | Add +25.3% | 8,437 | $361K |
| Jones Financial Companies LLLP | 0.00% | Add +9.4% | 8,438 | $351K |
| Maryland State Retirement & Pension System | 0.01% | New | 7,429 | $318K |
| Premier Fund Managers Ltd | 0.03% | No change | 7,574 | $313K |
| Norden Group LLC | 0.03% | Add +1.7% | 7,277 | $311K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -2.0% | 7,180 | $307K |
| Pictet Asset Management Holding SA | 0.00% | No change | 7,180 | $307K |
| Parallel Advisors, LLC | 0.00% | Add +0.3% | 6,901 | $295K |
| ProShare Advisors LLC | 0.00% | Add +0.5% | 6,877 | $294K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.4% | 5,887 | $287K |
| AQR Capital Management | 0.00% | Reduce -42.6% | 6,369 | $272K |
| RiverPark Advisors, LLC | 0.13% | Add +7.5% | 6,317 | $270K |
| Brady Martz Wealth Solutions, LLC | 0.04% | Add +5.6% | 5,939 | $254K |
| Mutual of America Capital Management LLC | 0.00% | New | 5,801 | $248K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,500 | $235K |
| Independent Financial Group, LLC | 0.00% | New | 5,303 | $227K |
| Neuberger Berman Group LLC | 0.00% | New | 5,132 | $219K |
| Glenmede Trust Co. NA | 0.00% | Reduce -21.6% | 5,074 | $217K |
| Xponance LLC | 0.00% | New | 4,736 | $203K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,694 | $201K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +11.6% | 4,354 | $186K |
| State of Wyoming | 0.01% | Add +12.7% | 2,550 | $109K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +30.2% | 8,017 | $102K |
| PNC Financial Services Group, Inc. | 0.00% | Add +149.8% | 2,218 | $95K |
| KBC Group NV | 0.00% | No change | 2,136 | $91K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,500 | $64K |
| Huntington National Bank | 0.00% | Reduce -0.5% | 1,487 | $64K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -60.9% | 1,382 | $59K |
| New York State Teachers Retirement System | 0.00% | New | 1,237 | $53K |
| MCF Advisors LLC | 0.00% | Add +3.7% | 1,167 | $50K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -25.5% | 834 | $36K |
| Bayforest Capital Ltd | 0.03% | New | 788 | $34K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 772 | $33K |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -84.8% | 668 | $29K |
| GAMMA Investing LLC | 0.00% | Add +11.2% | 604 | $26K |
| Nykredit A/S | 0.00% | — | 584 | $25K |
| Crewe Advisors LLC | 0.00% | Add +96.7% | 537 | $23K |
| Salomon & Ludwin, LLC | 0.00% | New | 442 | $21K |
| Covestor Ltd | 0.01% | Reduce -2.4% | 412 | $18K |
| Kemnay Advisory Services Inc. | 0.00% | Add +57.0% | 358 | $15K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -21.5% | 346 | $15K |
| Optiver Holding B.V. | 0.00% | Add +160.8% | 339 | $14K |
| Versant Capital Management, Inc | 0.00% | No change | 312 | $13K |
| Los Angeles Capital Management LLC | 0.00% | No change | 300 | $13K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -60.3% | 243 | $10K |
| Allworth Financial LP | 0.00% | Reduce -29.9% | 197 | $8K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.3% | 168 | $7K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 153 | $7K |
| International Assets Investment Management, LLC | 0.00% | No change | 125 | $6K |
| UMB Bank, n.a. | 0.00% | New | 131 | $6K |
| Valued Wealth Advisors LLC | 0.00% | Add +48.8% | 119 | $5K |
| IFP Advisors, Inc | 0.00% | Add +36.0% | 102 | $4K |
| West Financial Advisors, LLC | 0.00% | No change | 100 | $4K |
| Colonial Trust Co / SC | 0.00% | No change | 82 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | No change | 78 | $3K |
| Spire Wealth Management | 0.00% | No change | 72 | $3K |
| Arax Advisory Partners | 0.00% | New | 50 | $2K |
| Hantz Financial Services, Inc. | 0.00% | New | 50 | $2K |
| Zions Bancorporation, National Association | 0.00% | No change | 33 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 27 | $1K |
| Farther Finance Advisors, LLC | 0.00% | Add +35.0% | 27 | $1K |
| Fortitude Family Office, LLC | 0.00% | Reduce -100.0% | 25 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 20 | $855 |
| Global Retirement Partners, LLC | 0.00% | — | 14 | $599 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 8 | $342 |
| Gilpin Wealth Management, LLC | 0.00% | New | 7 | $300 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -97.5% | 7 | $300 |
| Parkside Financial Bank & Trust | 0.00% | New | 6 | $257 |
| JFS Wealth Advisors, LLC | 0.00% | New | 6 | $257 |
| Ankerstar Wealth, LLC | 0.00% | New | 5 | $214 |
| Abound Wealth Management | 0.00% | New | 4 | $172 |
| Hughes Financial Services, LLC | 0.00% | Add +33.3% | 4 | $171 |
| Davis Capital Management | 0.00% | New | 3 | $128 |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 1 | $43 |
| Smartleaf Asset Management LLC | 0.00% | No change | 1 | $41 |
"% of holder's portfolio" is UTI's weight in each manager's 13F, not the share of Universal Technical Institut the manager owns.