Filing Research | UTI - Universal Technical Institute, Inc. Institutional Holdings

Snapshot holdings

45 / 45 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	3.0MSH	$128.3M
2	WASATCH ADVISORS LP	Shares	1.3MSH	$55.5M
3	Conestoga Capital Advisors, LLC	Shares	1.2MSH	$50.5M
4	Guardian Wealth Management, Inc.	Shares	141.5KSH	$6.1M
5	Pembroke Management, LTD	Shares	138.0KSH	$5.9M
6	ISTHMUS PARTNERS, LLC	Shares	97.5KSH	$4.2M
7	CHATHAM CAPITAL GROUP, INC.	Shares	63.3KSH	$2.7M
8	COOKSON PEIRCE & CO INC	Shares	35.2KSH	$1.5M
9	Annex Advisory Services, LLC	Shares	29.3KSH	$1.3M
10	Register Financial Advisors LLC	Shares	24.3KSH	$1.0M
11	Louisiana State Employees Retirement System	Shares	22.2KSH	$949.5K
12	Portside Wealth Group, LLC	Shares	17.8KSH	$760.2K
13	Kopp Family Office, LLC	Shares	17.0KSH	$726.7K
14	Y-Intercept (Hong Kong) Ltd	Shares	14.6KSH	$624.1K
15	Police & Firemen's Retirement System of New Jersey	Shares	14.2KSH	$606.0K
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.6KSH	$582.0K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	12.0KSH	$513.8K
18	Yorktown Management & Research Co Inc	Shares	8.4KSH	$361.4K
19	NorthCrest Asset Manangement, LLC	Shares	5.9KSH	$286.9K
20	RiverPark Advisors, LLC	Shares	6.3KSH	$270.2K
21	Brady Martz Wealth Solutions, LLC	Shares	5.9KSH	$254.0K
22	INDEPENDENT FINANCIAL GROUP, LLC	Shares	5.3KSH	$226.8K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.0KSH	$101.5K
24	GAMMA Investing LLC	Shares	604SH	$25.8K
25	Crewe Advisors LLC	Shares	537SH	$23.0K
26	SBI Securities Co., Ltd.	Shares	346SH	$14.8K
27	Versant Capital Management, Inc	Shares	312SH	$13.3K
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	125SH	$5.9K
29	Valued Wealth Advisors LLC	Shares	119SH	$5.1K
30	IFP Advisors, Inc	Shares	102SH	$4.4K
31	West Financial Advisors, LLC	Shares	100SH	$4.3K
32	Spire Wealth Management	Shares	72SH	$3.1K
33	Farther Finance Advisors, LLC	Shares	27SH	$1.1K
34	Fortitude Family Office, LLC	Shares	25SH	$1.1K
35	FARMERS & MERCHANTS INVESTMENTS INC	Shares	20SH	$855
36	State of Alaska, Department of Revenue	Shares	19.5KSH	$834
37	AMALGAMATED BANK	Shares	13.5KSH	$579
38	Premier Fund Managers Ltd	Shares	7.6KSH	$313
39	EverSource Wealth Advisors, LLC	Shares	7SH	$300
40	GILPIN WEALTH MANAGEMENT, LLC	Shares	7SH	$300
41	JFS WEALTH ADVISORS, LLC	Shares	6SH	$257
42	Abound Wealth Management	Shares	4SH	$172
43	Hughes Financial Services, LLC	Shares	4SH	$171
44	Davis Capital Management	Shares	3SH	$128
45	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	1.2KSH	$53

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

50 / 51 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO added	Shares	+847.6K	+$50.6M	$128.3M
2	Conestoga Capital Advisors, LLC trimmed	Shares	-110.7K	+$3.9M	$50.5M
3	COOKSON PEIRCE & CO INC new	Shares	+35.2K	+$1.5M	$1.5M
4	Louisiana State Employees Retirement System new	Shares	+22.2K	+$949.5K	$949.5K
5	Guardian Wealth Management, Inc. trimmed	Shares	-1.6K	+$887.0K	$6.1M
6	Kopp Family Office, LLC new	Shares	+17.0K	+$726.7K	$726.7K
7	ISTHMUS PARTNERS, LLC added	Shares	+272	+$660.0K	$4.2M
8	YOUSIF CAPITAL MANAGEMENT, LLC new	Shares	+13.6K	+$582.0K	$582.0K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS new	Shares	+12.0K	+$513.8K	$513.8K
10	CHATHAM CAPITAL GROUP, INC. added	Shares	+1.7K	+$483.8K	$2.7M
11	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+5.3K	+$226.8K	$226.8K
12	Annex Advisory Services, LLC trimmed	Shares	-707	+$169.6K	$1.3M
13	Portside Wealth Group, LLC added	Shares	+1.1K	+$156.6K	$760.2K
14	Police & Firemen's Retirement System of New Jersey added	Shares	+1.1K	+$135.6K	$606.0K
15	Register Financial Advisors LLC trimmed	Shares	-1.5K	+$108.5K	$1.0M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+1.9K	+$90.9K	$101.5K
17	NorthCrest Asset Manangement, LLC added	Shares	+22	+$72.5K	$286.9K
18	RiverPark Advisors, LLC added	Shares	+439	+$58.0K	$270.2K
19	Yorktown Management & Research Co Inc unchanged	Shares	0	+$56.4K	$361.4K
20	Brady Martz Wealth Solutions, LLC added	Shares	+316	+$51.0K	$254.0K
21	Pembroke Management, LTD trimmed	Shares	-24.9K	+$23.0K	$5.9M
22	Crewe Advisors LLC added	Shares	+264	+$13.1K	$23.0K
23	GAMMA Investing LLC added	Shares	+61	+$6.2K	$25.8K
24	Valued Wealth Advisors LLC added	Shares	+39	+$2.2K	$5.1K
25	Versant Capital Management, Inc unchanged	Shares	0	+$2.1K	$13.3K
26	IFP Advisors, Inc added	Shares	+27	+$1.7K	$4.4K
27	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$1.3K	$5.9K
28	FARMERS & MERCHANTS INVESTMENTS INC new	Shares	+20	+$855	$855
29	State of Alaska, Department of Revenue added	Shares	+16.7K	+$732	$834
30	West Financial Advisors, LLC unchanged	Shares	0	+$667	$4.3K
31	AMALGAMATED BANK new	Shares	+13.5K	+$579	$579
32	Spire Wealth Management unchanged	Shares	0	+$480	$3.1K
33	Farther Finance Advisors, LLC added	Shares	+7	+$412	$1.1K
34	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+7	+$300	$300
35	JFS WEALTH ADVISORS, LLC new	Shares	+6	+$257	$257
36	Abound Wealth Management new	Shares	+4	+$172	$172
37	Davis Capital Management new	Shares	+3	+$128	$128
38	Hughes Financial Services, LLC added	Shares	+1	+$63	$171
39	NEW YORK STATE TEACHERS RETIREMENT SYSTEM new	Shares	+1.2K	+$53	$53
40	Premier Fund Managers Ltd unchanged	Shares	0	+$33	$313
41	Rachor Investment Advisory Services, LLC exited	Shares	-17	-$614	$0
42	SBI Securities Co., Ltd. trimmed	Shares	-95	-$1.1K	$14.8K
43	Raleigh Capital Management Inc. exited	Shares	-64	-$2.3K	$0
44	SJS Investment Consulting Inc. exited	Shares	-100	-$3.6K	$0
45	EverSource Wealth Advisors, LLC trimmed	Shares	-275	-$9.9K	$300
46	Westwind Capital exited	Shares	-292.7K	-$10.6K	$0
47	LRI Investments, LLC exited	Shares	-335	-$12.1K	$0
48	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-11.5K	-$319.5K	$624.1K
49	MOODY NATIONAL BANK TRUST DIVISION exited	Shares	-17.0K	-$615.3K	$0
50	Fortitude Family Office, LLC trimmed	Shares	-140.8K	-$5.1M	$1.1K

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