Filing Research | UCTT - ULTRA CLEAN HLDGS INC Institutional Holdings

Snapshot holdings

50 / 75 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	278.2KSH	$39.7M
2	GRACE & WHITE INC /NY	Shares	47.5KSH	$6.8M
3	Insight Wealth Strategies, LLC	Shares	47.5KSH	$6.2M
4	Union Bancaire Privee, UBP SA	Shares	55.3KSH	$5.8M
5	Louisiana State Employees Retirement System	Shares	19.6KSH	$2.8M
6	COOKSON PEIRCE & CO INC	Shares	16.3KSH	$2.3M
7	Police & Firemen's Retirement System of New Jersey	Shares	13.3KSH	$1.9M
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.1KSH	$1.7M
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	10.6KSH	$1.5M
10	ARGENT CAPITAL MANAGEMENT LLC	Shares	10.3KSH	$1.5M
11	Counterpoint Mutual Funds LLC	Shares	9.1KSH	$1.3M
12	J.W. COLE ADVISORS, INC.	Shares	7.6KSH	$1.1M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.2KSH	$980.9K
14	Braeburn Wealth Management LLC	Shares	6.6KSH	$946.1K
15	GAMMA Investing LLC	Shares	6.0KSH	$854.3K
16	D.A. DAVIDSON & CO.	Shares	5.8KSH	$820.6K
17	Farther Finance Advisors, LLC	Shares	4.3KSH	$616.5K
18	Capstone Capital Management Ltd	Shares	4.1KSH	$591.0K
19	Abel Hall, LLC	Shares	3.2KSH	$452.3K
20	Crossmark Global Holdings, Inc.	Shares	3.1KSH	$439.7K
21	CoreCap Advisors, LLC	Shares	2.9KSH	$409.9K
22	Abacus Wealth Partners, LLC	Shares	2.7KSH	$380.3K
23	Palouse Capital Management, Inc.	Shares	2.6KSH	$366.7K
24	Olympiad Research LP	Shares	2.4KSH	$345.5K
25	Avidian Wealth Enterprises, LLC	Shares	2.4KSH	$343.9K
26	VISTA FINANCE, LLC	Shares	2.4KSH	$340.6K
27	Wedmont Private Capital	Shares	3.1KSH	$334.2K
28	Sequoia Financial Advisors, LLC	Shares	2.3KSH	$333.4K
29	Y-Intercept (Hong Kong) Ltd	Shares	2.3KSH	$328.2K
30	Foguth Wealth Management, LLC.	Shares	3.5KSH	$317.5K
31	RiverPark Advisors, LLC	Shares	2.1KSH	$301.1K
32	Ballentine Partners, LLC	Shares	2.0KSH	$289.3K
33	Commonwealth Financial Services, LLC	Shares	2.0KSH	$283.2K
34	Greenline Wealth Management LLC	Shares	1.8KSH	$258.7K
35	Merit Financial Group, LLC	Shares	1.6KSH	$235.0K
36	ANCHYRA PARTNERS LLC	Shares	1.5KSH	$212.5K
37	Markin Volterra Fund LP	Shares	1.5KSH	$210.2K
38	Regent Peak Wealth Advisors LLC	Shares	1.5KSH	$209.3K
39	Fifth Third Wealth Advisors LLC	Shares	1.4KSH	$200.3K
40	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	Shares	992SH	$141.4K
41	Versant Capital Management, Inc	Shares	814SH	$116.1K
42	SIGNATUREFD, LLC	Shares	723SH	$103.1K
43	EXCHANGE TRADED CONCEPTS, LLC	Shares	622SH	$88.7K
44	EverSource Wealth Advisors, LLC	Shares	583SH	$83.1K
45	AdvisorNet Financial, Inc	Shares	560SH	$79.8K
46	HARBOR INVESTMENT ADVISORY, LLC	Shares	435SH	$62.0K
47	Fortitude Family Office, LLC	Shares	432SH	$61.6K
48	LANARK FINANCIAL, INC.	Shares	306SH	$43.6K
49	Owl Creek Wealth Partners LLC	Shares	255SH	$36.4K
50	Wealth Enhancement Trust Services, Inc.	Shares	250SH	$35.6K

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Manager changes2026-06-30 vs 2026-03-31

50 / 76 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+136.7K	+$30.9M	$39.7M
2	Insight Wealth Strategies, LLC new	Shares	+47.5K	+$6.2M	$6.2M
3	Union Bancaire Privee, UBP SA new	Shares	+55.3K	+$5.8M	$5.8M
4	COOKSON PEIRCE & CO INC new	Shares	+16.3K	+$2.3M	$2.3M
5	Louisiana State Employees Retirement System trimmed	Shares	-500	+$1.5M	$2.8M
6	ARGENT CAPITAL MANAGEMENT LLC new	Shares	+10.3K	+$1.5M	$1.5M
7	Police & Firemen's Retirement System of New Jersey added	Shares	+935	+$1.1M	$1.9M
8	J.W. COLE ADVISORS, INC. new	Shares	+7.6K	+$1.1M	$1.1M
9	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+1	+$973.3K	$1.7M
10	Braeburn Wealth Management LLC new	Shares	+6.6K	+$946.1K	$946.1K
11	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-594	+$817.8K	$1.5M
12	D.A. DAVIDSON & CO. added	Shares	+2.4K	+$612.9K	$820.6K
13	Capstone Capital Management Ltd new	Shares	+4.1K	+$591.0K	$591.0K
14	Abel Hall, LLC new	Shares	+3.2K	+$452.3K	$452.3K
15	Crossmark Global Holdings, Inc. new	Shares	+3.1K	+$439.7K	$439.7K
16	GAMMA Investing LLC trimmed	Shares	-1.1K	+$415.8K	$854.3K
17	CoreCap Advisors, LLC new	Shares	+2.9K	+$409.9K	$409.9K
18	Abacus Wealth Partners, LLC new	Shares	+2.7K	+$380.3K	$380.3K
19	Counterpoint Mutual Funds LLC trimmed	Shares	-5.7K	+$374.0K	$1.3M
20	Olympiad Research LP new	Shares	+2.4K	+$345.5K	$345.5K
21	Avidian Wealth Enterprises, LLC new	Shares	+2.4K	+$343.9K	$343.9K
22	VISTA FINANCE, LLC new	Shares	+2.4K	+$340.6K	$340.6K
23	Sequoia Financial Advisors, LLC new	Shares	+2.3K	+$333.4K	$333.4K
24	Y-Intercept (Hong Kong) Ltd new	Shares	+2.3K	+$328.2K	$328.2K
25	Ballentine Partners, LLC new	Shares	+2.0K	+$289.3K	$289.3K
26	Farther Finance Advisors, LLC trimmed	Shares	-878	+$285.9K	$616.5K
27	Commonwealth Financial Services, LLC new	Shares	+2.0K	+$283.2K	$283.2K
28	Greenline Wealth Management LLC new	Shares	+1.8K	+$258.7K	$258.7K
29	Merit Financial Group, LLC new	Shares	+1.6K	+$235.0K	$235.0K
30	ANCHYRA PARTNERS LLC new	Shares	+1.5K	+$212.5K	$212.5K
31	Markin Volterra Fund LP new	Shares	+1.5K	+$210.2K	$210.2K
32	Regent Peak Wealth Advisors LLC new	Shares	+1.5K	+$209.3K	$209.3K
33	Fifth Third Wealth Advisors LLC new	Shares	+1.4K	+$200.3K	$200.3K
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-3.5K	+$180.0K	$980.9K
35	RiverPark Advisors, LLC trimmed	Shares	-245	+$154.6K	$301.1K
36	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new	Shares	+992	+$141.4K	$141.4K
37	Wedmont Private Capital unchanged	Shares	0	+$118.3K	$334.2K
38	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+622	+$88.7K	$88.7K
39	Versant Capital Management, Inc added	Shares	+50	+$68.6K	$116.1K
40	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+435	+$62.0K	$62.0K
41	SIGNATUREFD, LLC trimmed	Shares	-45	+$55.4K	$103.1K
42	Fortitude Family Office, LLC added	Shares	+187	+$46.4K	$61.6K
43	AdvisorNet Financial, Inc added	Shares	+10	+$45.7K	$79.8K
44	EverSource Wealth Advisors, LLC trimmed	Shares	-138	+$38.3K	$83.1K
45	Wealth Enhancement Trust Services, Inc. new	Shares	+250	+$35.6K	$35.6K
46	Owl Creek Wealth Partners LLC added	Shares	+30	+$22.4K	$36.4K
47	Foguth Wealth Management, LLC. unchanged	Shares	0	+$21.4K	$317.5K
48	SBI Securities Co., Ltd. added	Shares	+114	+$16.9K	$17.4K
49	LANARK FINANCIAL, INC. trimmed	Shares	-168	+$14.2K	$43.6K
50	True Wealth Design, LLC trimmed	Shares	-20	+$13.4K	$26.0K

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