Filing Research | UTMD - UTAH MED PRODS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	Cardinal Capital Management	Shares	27.1KSH	$1.9M
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	4.1KSH	$282.4K
3	Penobscot Investment Management Company, Inc.	Shares	4.0KSH	$275.9K
4	Police & Firemen's Retirement System of New Jersey	Shares	958SH	$66.1K
5	Golden State Wealth Management, LLC	Shares	500SH	$34.5K
6	Versant Capital Management, Inc	Shares	440SH	$30.4K
7	MassMutual Private Wealth & Trust, FSB	Shares	372SH	$25.7K
8	GAMMA Investing LLC	Shares	225SH	$15.5K
9	SIGNATUREFD, LLC	Shares	67SH	$4.6K
10	Physician Wealth Advisors, Inc.	Shares	53SH	$3.7K
11	EverSource Wealth Advisors, LLC	Shares	36SH	$2.5K
12	True Wealth Design, LLC	Shares	28SH	$1.9K
13	Farther Finance Advisors, LLC	Shares	27SH	$1.9K
14	LANARK FINANCIAL, INC.	Shares	19SH	$1.3K
15	Fortitude Family Office, LLC	Shares	15SH	$1.0K
16	IFP Advisors, Inc	Shares	13SH	$897
17	Hughes Financial Services, LLC	Shares	9SH	$621

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

17 / 17 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+4.1K	+$282.4K	$282.4K
2	Cardinal Capital Management added	Shares	+551	+$223.6K	$1.9M
3	Penobscot Investment Management Company, Inc. unchanged	Shares	0	+$28.0K	$275.9K
4	GAMMA Investing LLC added	Shares	+88	+$7.0K	$15.5K
5	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$6.7K	$66.1K
6	Golden State Wealth Management, LLC unchanged	Shares	0	+$3.5K	$34.5K
7	Versant Capital Management, Inc trimmed	Shares	-6	+$2.7K	$30.4K
8	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-2	+$2.5K	$25.7K
9	LANARK FINANCIAL, INC. new	Shares	+19	+$1.3K	$1.3K
10	Farther Finance Advisors, LLC added	Shares	+17	+$1.2K	$1.9K
11	Physician Wealth Advisors, Inc. added	Shares	+7	+$804	$3.7K
12	SIGNATUREFD, LLC unchanged	Shares	0	+$469	$4.6K
13	Fortitude Family Office, LLC added	Shares	+5	+$415	$1.0K
14	EverSource Wealth Advisors, LLC added	Shares	+2	+$375	$2.5K
15	IFP Advisors, Inc added	Shares	+1	+$153	$897
16	True Wealth Design, LLC trimmed	Shares	-2	+$72	$1.9K
17	Hughes Financial Services, LLC unchanged	Shares	0	+$63	$621

Filing Research | UTMD - UTAH MED PRODS INC Institutional Holdings