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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 2,528 | 91.3K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 2,465 | 92.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 2,324 | 87.2K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 2,285 | 82.7K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,283 | 85.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 2,176 | 78.8K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 2,163 | 78.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,070 | 74.9K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,045 | 76.7K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 2,043 | 73.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,025 | 73.3K $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,887 | 68.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds | 1,812 | 68K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,696 | 61.2K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,660 | 59.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,554 | 56.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 1,520 | 54.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,509 | 54.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,344 | 48.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 1,305 | 49K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,300 | 46.9K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 1,300 | 46.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,236 | 46.4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,208 | 43.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,103 | 39.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,078 | 40.5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 941 | 34K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 920 | 33.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 868 | 31.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 819 | 30.7K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Indexperts Gorilla Aggressive Growth ETF SPINNAKER ETF SERIES | 658 | 24.7K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 571 | 20.6K $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 533 | 20K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 498 | 18.7K $ | 0.12 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 459 | 16.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 434 | 15.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 347 | 12.5K $ | 2.53 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 300 | 10.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 274 | 9.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 266 | 10K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 229 | 8.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 158 | 5.7K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 119 | 4.3K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 105 | 3.8K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 86 | 3.2K $ | 0.04 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Harbor Active Small Cap Growth ETF Harbor ETF Trust | 83 | 3.1K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 70 | 2.5K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 63 | 2.3K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 48 | 1.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 15 | 543 $ | 0.05 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 12 | 433.2 $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 248 | -5 | 23,143,154 | +4.6 % |
| 2026Q1 | 253 | 0 | 22,129,195 | +1.6 % |
| 2025Q4 | 253 | +5 | 21,780,198 | +3.1 % |
| 2025Q3 | 248 | +15 | 21,129,857 | +6.4 % |
| 2025Q2 | 233 | +32 | 19,867,444 | +27.2 % |
| 2025Q1 | 201 | +13 | 15,624,255 | +13.7 % |
| 2024Q4 | 188 | +1 | 13,744,965 | -0.3 % |
| 2024Q3 | 187 | +20 | 13,787,585 | +25.9 % |
| 2024Q2 | 167 | +22 | 10,955,567 | +32.3 % |
| 2024Q1 | 145 | +13 | 8,281,398 | -2.8 % |
| 2023Q4 | 132 | 8,516,382 |
Institutional managers
240 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Coliseum Capital Management, LLC | 3,971,440 | 143.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 3,623,372 | 130.8M $ | as of Mar 31, 2026 |
| CONGRESS ASSET MANAGEMENT CO | 2,152,978 | 77.7M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 1,978,776 | 71.4M $ | as of Mar 31, 2026 |
| Thrivent Financial for Lutherans | 1,788,761 | 64.6K $ | as of Mar 31, 2026 |
| Driehaus Capital Management LLC | 1,756,551 | 63.4M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,700,286 | 61.4K $ | as of Mar 31, 2026 |
| Hood River Capital Management LLC | 1,586,188 | 57.3M $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 1,444,327 | 52.1M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,436,517 | 51.9M $ | as of Mar 31, 2026 |
| LORD, ABBETT & CO. LLC | 1,373,901 | 49.6K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,296,989 | 46.8M $ | as of Mar 31, 2026 |
| Conestoga Capital Advisors, LLC | 1,292,125 | 46.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,169,492 | 42.2M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 1,128,186 | 40.7M $ | as of Mar 31, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1,076,866 | 38.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,036,733 | 37.4M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 1,030,582 | 37.2M $ | as of Mar 31, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 1,030,000 | 37.2M $ | as of Mar 31, 2026 |
| Praetorian PR LLC | 1,000,000 | 36.1M $ | as of Mar 31, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | 955,102 | 34.5M $ | as of Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 906,258 | 32.7M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 851,142 | 30.7M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 657,030 | 23.7M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 602,344 | 21.7M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 12.90 % | 7,106,625 | as of May 31, 2026 · SCHEDULE 13G |
| Coliseum Capital Management, LLC and 4 others | 1.76 % | 971,440 | as of Jun 8, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Fund shareholders of Universal Technical Institute Inc". https://titelia.com/en/stocks/universal-technical-institute-inc-US9139151040