Titelia

Fund shareholders of Universal Technical Institute Inc

ISIN US9139151040 · United States · LEI 2549003YOJGAZ0PVFV48

Fund shareholders
251
Of which ETFs
48 203 other funds
Value held
845.4M $ 29.4M SEK
Share of capital
42.2 % of 55.1M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
Dunham Small Cap Growth Fund Dunham Funds 23,803893.3K $1.04 %0.04 %as of Apr 30, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 22,799855.6K $0.12 %0.04 %as of Apr 30, 2026 ↗
Invesco Dorsey Wright Consumer Staples Momentum ETF Invesco Exchange-Traded Fund Trust 22,738853.4K $1.02 %0.04 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 22,242802.9K $0.01 %0.04 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 21,701783.4K $0.06 %0.04 %as of Mar 31, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 21,386772K $0.12 %0.04 %as of Mar 31, 2026 ↗
Developing Growth Portfolio LORD ABBETT SERIES FUND INC 20,900754.5K $1.29 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 20,418766.3K $0.05 %0.04 %as of Apr 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 20,010751K $0.01 %0.04 %as of Apr 30, 2026 ↗
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 19,218695.7K $0.16 %0.03 %as of Feb 28, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 18,675700.9K $0.00 %0.03 %as of Apr 30, 2026 ↗
THRIVENT SMALL CAP GROWTH FUND Thrivent Mutual Funds 18,497694.2K $0.90 %0.03 %as of Apr 30, 2026 ↗
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 18,467666.7K $0.29 %0.03 %as of Mar 31, 2026 ↗
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 18,430667.2K $0.26 %0.03 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 18,386665.6K $0.05 %0.03 %as of Feb 28, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 17,931649.1K $0.31 %0.03 %as of Feb 28, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 17,848644.3K $0.10 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 17,801668.1K $0.03 %0.03 %as of Apr 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 17,004613.8K $0.09 %0.03 %as of Mar 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 16,400592K $0.02 %0.03 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 16,354592K $0.08 %0.03 %as of Feb 28, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 16,053602.5K $0.21 %0.03 %as of Apr 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 15,017542.1K $0.06 %0.03 %as of Mar 31, 2026 ↗
North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II 15,000543K $0.30 %0.03 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 14,759553.9K $0.06 %0.03 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 14,400519.8K $0.03 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 14,224513.5K $0.05 %0.03 %as of Mar 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 13,962504K $0.00 %0.03 %as of Mar 31, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 12,567471.6K $0.00 %0.02 %as of Apr 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 12,491450.9K $0.12 %0.02 %as of Mar 31, 2026 ↗
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 12,063452.7K $0.09 %0.02 %as of Apr 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 12,004433.3K $0.06 %0.02 %as of Mar 31, 2026 ↗
ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS 11,712439.6K $0.62 %0.02 %as of Apr 30, 2026 ↗
Diversified Equity Master Portfolio Master Investment Portfolio 11,540416.6K $0.01 %0.02 %as of Mar 31, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 10,347373.5K $0.05 %0.02 %as of Mar 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 10,012361.4K $0.19 %0.02 %as of Mar 31, 2026 ↗
AUXIER FOCUS FUND FORUM FUNDS 10,000361K $0.11 %0.02 %as of Mar 31, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,978374.5K $0.00 %0.02 %as of Apr 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,799353.7K $0.04 %0.02 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 9,639361.8K $0.01 %0.02 %as of Apr 30, 2026 ↗
ACUITAS US MICROCAP FUND FORUM FUNDS II 9,485342.4K $0.35 %0.02 %as of Mar 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 9,319336.4K $0.06 %0.02 %as of Mar 31, 2026 ↗
TETON Westwood Mighty Mites Fund Teton Westwood Funds 8,700314.1K $0.17 %0.02 %as of Mar 31, 2026 ↗
Acuitas Small Cap Active ETF Series Portfolios Trust 8,584309.9K $0.42 %0.02 %as of Mar 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 8,550308.7K $0.06 %0.02 %as of Mar 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,514319.5K $0.01 %0.02 %as of Apr 30, 2026 ↗
Growth Opportunities Portfolio LORD ABBETT SERIES FUND INC 8,463305.5K $0.48 %0.02 %as of Mar 31, 2026 ↗
YORKTOWN SMALL CAP FUND American Pension Investors Trust 8,450317.1K $0.88 %0.02 %as of Apr 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 8,353301.5K $0.22 %0.02 %as of Mar 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,798292.7K $0.02 %0.01 %as of Apr 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,643286.8K $0.07 %0.01 %as of Apr 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,300264.3K $0.02 %0.01 %as of Feb 28, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,945251.4K $0.09 %0.01 %as of Feb 28, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 6,821246.2K $0.15 %0.01 %as of Mar 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 6,619238.9K $0.06 %0.01 %as of Mar 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 6,420231.8K $0.06 %0.01 %as of Mar 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,053218.5K $0.01 %0.01 %as of Mar 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 6,046226.9K $0.03 %0.01 %as of Apr 30, 2026 ↗
Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II 6,039218.6K $0.77 %0.01 %as of Feb 28, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 5,915222K $0.02 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 5,881212.3K $0.11 %0.01 %as of Mar 31, 2026 ↗
RiverPark/Next Century Growth Fund RiverPark Funds Trust 5,878212.2K $2.53 %0.01 %as of Mar 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 5,729206.8K $0.06 %0.01 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 5,682205.1K $0.06 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,579209.4K $0.01 %0.01 %as of Apr 30, 2026 ↗
CONESTOGA DISCOVERY FUND Conestoga Funds 5,375194K $3.93 %0.01 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 5,304192K $0.04 %0.01 %as of Feb 28, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,191187.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,179194.4K $0.05 %0.01 %as of Apr 30, 2026 ↗
Indecap Guide Global Offensiv Indecap Fonder AB 5,1131.8M SEK1.63 %0.01 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 5,045189.3K $0.01 %0.01 %as of Apr 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 4,651168.4K $0.02 %0.01 %as of Feb 28, 2026 ↗
NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust 4,451161.1K $0.54 %0.01 %as of Feb 28, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 4,373164.1K $0.01 %0.01 %as of Apr 30, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 4,0441.4M SEK0.10 %0.01 %as of Mar 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 3,969143.3K $0.12 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 3,900140.8K $0.06 %0.01 %as of Mar 31, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,838138.9K $0.11 %0.01 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 3,742140.4K $0.05 %0.01 %as of Apr 30, 2026 ↗
LISANTI SMALL CAP GROWTH FUND FORUM FUNDS 3,730134.7K $0.97 %0.01 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,627131.3K $0.00 %0.01 %as of Feb 28, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,556128.4K $0.06 %0.01 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 3,549128.1K $0.01 %0.01 %as of Mar 31, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 3,500126.7K $0.01 %0.01 %as of Feb 28, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 3,499126.3K $0.11 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,497131.2K $0.00 %0.01 %as of Apr 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,336120.4K $0.03 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,313119.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,280118.4K $0.00 %0.01 %as of Mar 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,270118K $0.01 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,017108.9K $0.06 %0.01 %as of Mar 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 3,014108.8K $0.23 %0.01 %as of Mar 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 2,986112.1K $0.00 %0.01 %as of Apr 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,980107.6K $0.00 %0.01 %as of Mar 31, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 2,954106.6K $0.50 %0.01 %as of Mar 31, 2026 ↗
Eventide Small Cap ETF Strategy Shares 2,937110.2K $0.43 %0.01 %as of Apr 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,930105.8K $0.03 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,888104.5K $0.04 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,877104.1K $0.03 %0.01 %as of Feb 28, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 2,73998.9K $0.14 %0.00 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
CONESTOGA DISCOVERY FUND Conestoga Funds 3.93 %as of Mar 31, 2026 ↗
Rockefeller US Small Cap Core Fund Trust for Professional Managers 2.98 %as of Feb 28, 2026 ↗
Wasatch Micro Cap Fund WASATCH FUNDS TRUST 2.87 %as of Mar 31, 2026 ↗
RiverPark/Next Century Growth Fund RiverPark Funds Trust 2.53 %as of Mar 31, 2026 ↗
Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II 2.53 %as of Mar 31, 2026 ↗
Needham Aggressive Growth Fund Needham Funds Inc 2.34 %as of Mar 31, 2026 ↗
Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust 2.01 %as of Mar 31, 2026 ↗
Congress Small Cap Growth Fund Professionally Managed Portfolios 1.91 %as of Apr 30, 2026 ↗
Wasatch Small Cap Value Fund WASATCH FUNDS TRUST 1.81 %as of Mar 31, 2026 ↗
Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST 1.66 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2248-523,143,154+4.6 %
2026Q1253022,129,195+1.6 %
2025Q4253+521,780,198+3.1 %
2025Q3248+1521,129,857+6.4 %
2025Q2233+3219,867,444+27.2 %
2025Q1201+1315,624,255+13.7 %
2024Q4188+113,744,965-0.3 %
2024Q3187+2013,787,585+25.9 %
2024Q2167+2210,955,567+32.3 %
2024Q1145+138,281,398-2.8 %
2023Q41328,516,382

Institutional managers

240 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Coliseum Capital Management, LLC3,971,440143.4M $as of Mar 31, 2026
BlackRock, Inc.3,623,372130.8M $as of Mar 31, 2026
CONGRESS ASSET MANAGEMENT CO2,152,97877.7M $as of Mar 31, 2026
WASATCH ADVISORS LP1,978,77671.4M $as of Mar 31, 2026
Thrivent Financial for Lutherans1,788,76164.6K $as of Mar 31, 2026
Driehaus Capital Management LLC1,756,55163.4M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/1,700,28661.4K $as of Mar 31, 2026
Hood River Capital Management LLC1,586,18857.3M $as of Mar 31, 2026
Point72 Asset Management, L.P.1,444,32752.1M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,436,51751.9M $as of Mar 31, 2026
LORD, ABBETT & CO. LLC1,373,90149.6K $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,296,98946.8M $as of Mar 31, 2026
Conestoga Capital Advisors, LLC1,292,12546.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,169,49242.2M $as of Mar 31, 2026
Nuveen, LLC1,128,18640.7M $as of Mar 31, 2026
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.1,076,86638.9M $as of Mar 31, 2026
STATE STREET CORP1,036,73337.4M $as of Mar 31, 2026
ROYCE & ASSOCIATES LP1,030,58237.2M $as of Mar 31, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC1,030,00037.2M $as of Mar 31, 2026
Praetorian PR LLC1,000,00036.1M $as of Mar 31, 2026
NEXT CENTURY GROWTH INVESTORS LLC955,10234.5M $as of Mar 31, 2026
Alyeska Investment Group, L.P.906,25832.7M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP851,14230.7M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC657,03023.7M $as of Mar 31, 2026
Clearbridge Investments, LLC602,34421.7M $as of Mar 31, 2026

Declared shareholders of Universal Technical Institute Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BlackRock, Inc. 12.90 %7,106,625as of May 31, 2026 · SCHEDULE 13G
Coliseum Capital Management, LLC and 4 others1.76 %971,440as of Jun 8, 2026 · SCHEDULE 13D
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Titelia. "Fund shareholders of Universal Technical Institute Inc". https://titelia.com/en/stocks/universal-technical-institute-inc-US9139151040