Fund shareholders of Utz Brands Inc
ISIN US9180901012 · United States · LEI 5299009BHBU2NH5HRN16
- Fund shareholders
- 165
- Of which ETFs
- 36 129 other funds
- Value held
- 211.4M $ 1.7M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 2,291,686 | 18.2M $ | 0.64 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,211,531 | 17.5M $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,785,537 | 14.1M $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,623,847 | 12.9M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 1,042,314 | 8.3M $ | 0.20 % | as of Mar 31, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,039,047 | 8.2M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 1,018,768 | 8.1M $ | 0.36 % | as of Apr 30, 2026 ↗ |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 992,404 | 9.2M $ | 0.34 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 880,707 | 7M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust | 872,922 | 6.9M $ | 0.95 % | as of Apr 30, 2026 ↗ |
| VANGUARD CONSUMER STAPLES INDEX FUND VANGUARD WORLD FUND | 848,053 | 7.9M $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 732,907 | 5.8M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 712,650 | 5.7M $ | 0.26 % | as of Apr 30, 2026 ↗ |
| DIAMOND HILL SMALL CAP FUND Diamond Hill Funds | 667,234 | 5.3M $ | 2.29 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 629,298 | 5M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 523,607 | 4.2M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 447,547 | 3.5M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| AMG GW&K Small Cap Core Fund AMG Funds | 417,462 | 3.3M $ | 0.49 % | as of Mar 31, 2026 ↗ |
| Columbia Select Small Cap Value Fund Columbia Funds Series Trust II | 378,446 | 3.5M $ | 0.88 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 377,466 | 3.5M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 365,022 | 3.4M $ | 0.02 % | as of Feb 28, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 334,016 | 2.7M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| LKCM Small Cap Equity Fund LKCM Funds | 326,524 | 2.6M $ | 0.79 % | as of Mar 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 306,534 | 2.4M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 287,530 | 2.3M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 244,146 | 2.3M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | 227,741 | 1.8M $ | 1.21 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 219,537 | 1.7M $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 163,200 | 1.3M $ | 1.13 % | as of Mar 31, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 160,142 | 1.3M $ | 0.24 % | as of Mar 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 159,350 | 1.3M $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Palm Valley Capital Fund Series Portfolios Trust | 145,623 | 1.2M $ | 0.52 % | as of Mar 31, 2026 ↗ |
| Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | 145,400 | 1.2M $ | 1.21 % | as of Mar 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 142,219 | 1.3M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 141,560 | 1.1M $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Consumer Staples Index ETF FIDELITY COVINGTON TRUST | 130,101 | 1M $ | 0.07 % | as of Apr 30, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 125,522 | 999.2K $ | 0.17 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 123,579 | 1.1M $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 122,070 | 966.8K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 113,545 | 899.3K $ | 0.33 % | as of Mar 31, 2026 ↗ |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 110,275 | 873.4K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II | 104,015 | 823.8K $ | 0.73 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 94,723 | 754K $ | 0.03 % | as of Apr 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 92,008 | 728.7K $ | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 91,574 | 725.3K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 88,873 | 825.6K $ | 0.03 % | as of Feb 28, 2026 ↗ |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 86,050 | 681.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 83,859 | 667.5K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 79,198 | 630.4K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 77,400 | 613K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 70,539 | 558.7K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 67,000 | 533.3K $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 57,731 | 457.2K $ | 0.15 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 56,660 | 526.4K $ | 0.07 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 54,095 | 502.5K $ | 0.05 % | as of Feb 28, 2026 ↗ |
| DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 53,319 | 424.4K $ | 0.21 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 52,872 | 420.9K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 51,000 | 403.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 50,502 | 469.2K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 46,450 | 367.9K $ | 0.07 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 43,659 | 347.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 39,729 | 316.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 39,487 | 314.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 39,070 | 309.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 39,000 | 310.4K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 38,701 | 308.1K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 32,532 | 257.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 31,929 | 254.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 30,165 | 280.2K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 29,860 | 236.5K $ | 0.32 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 29,088 | 230.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 27,948 | 222.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 26,510 | 210K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Transamerica Small Cap Value TRANSAMERICA FUNDS | 26,150 | 208.2K $ | 0.20 % | as of Apr 30, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 24,300 | 192.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 23,600 | 186.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 22,900 | 181.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 22,514 | 178.3K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 22,300 | 1.7M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust | 21,645 | 171.4K $ | 0.78 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 21,220 | 168.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 19,269 | 152.6K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Diversified Equity Master Portfolio Master Investment Portfolio | 18,210 | 144.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 17,258 | 136.7K $ | 0.60 % | as of Mar 31, 2026 ↗ |
| MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III | 16,595 | 131.4K $ | 0.31 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 16,298 | 129.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 15,783 | 125K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 15,441 | 122.9K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 14,285 | 113.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 13,196 | 104.5K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 11,937 | 95K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 10,819 | 86.1K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 10,781 | 85.4K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 10,750 | 85.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,700 | 99.4K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 10,700 | 84.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 10,526 | 97.8K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 10,186 | 80.7K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 9,103 | 72.1K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 8,639 | 68.4K $ | 0.14 % | 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 | |
|---|---|---|
| DIAMOND HILL SMALL CAP FUND Diamond Hill Funds | 2.29 % | as of Mar 31, 2026 ↗ |
| Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | 1.21 % | as of Mar 31, 2026 ↗ |
| DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | 1.21 % | as of Mar 31, 2026 ↗ |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 1.13 % | as of Mar 31, 2026 ↗ |
| ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust | 0.95 % | as of Apr 30, 2026 ↗ |
| Columbia Select Small Cap Value Fund Columbia Funds Series Trust II | 0.88 % | as of Feb 28, 2026 ↗ |
| LKCM Small Cap Equity Fund LKCM Funds | 0.79 % | as of Mar 31, 2026 ↗ |
| FULLERTHALER BEHAVIORAL MICRO-CAP EQUITY FUND Capitol Series Trust | 0.78 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II | 0.73 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 0.64 % | as of Mar 31, 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 | 164 | -11 | 26,003,129 | -3.6 % |
| 2026Q1 | 175 | -21 | 26,981,154 | -13.2 % |
| 2025Q4 | 196 | -11 | 31,067,324 | -3.7 % |
| 2025Q3 | 207 | -10 | 32,244,846 | -2.5 % |
| 2025Q2 | 217 | +3 | 33,071,750 | -11.3 % |
| 2025Q1 | 214 | +3 | 37,300,402 | +3.1 % |
| 2024Q4 | 211 | +28 | 36,179,655 | +5.2 % |
| 2024Q3 | 183 | +1 | 34,391,868 | +0.1 % |
| 2024Q2 | 182 | -2 | 34,349,533 | -1.2 % |
| 2024Q1 | 184 | +1 | 34,778,526 | -3.8 % |
| 2023Q4 | 183 | 36,146,189 |
Institutional managers
218 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 5,645,280 | 44.7M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 4,097,184 | 32.1M $ | as of Mar 31, 2026 |
| Copeland Capital Management, LLC | 4,063,561 | 32.2M $ | as of Mar 31, 2026 |
| Balyasny Asset Management L.P. | 2,623,324 | 20.8M $ | as of Mar 31, 2026 |
| Alyeska Investment Group, L.P. | 2,558,300 | 20.3M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,998,089 | 15.8M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 1,991,828 | 15.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,811,332 | 14.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,758,137 | 13.9M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 1,725,964 | 13.7M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 1,642,579 | 13M $ | as of Mar 31, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | 1,588,297 | 12.6K $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 1,457,204 | 11.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,446,392 | 11.5M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 1,444,512 | 11.4K $ | as of Mar 31, 2026 |
| JENNISON ASSOCIATES LLC | 1,393,133 | 11M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,368,664 | 10.8M $ | as of Mar 31, 2026 |
| DF DENT & CO INC | 1,325,603 | 10.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,313,976 | 10.4M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 1,299,420 | 10.3M $ | as of Mar 31, 2026 |
| Ceredex Value Advisors LLC | 1,264,500 | 10M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 1,239,093 | 9.8M $ | as of Mar 31, 2026 |
| FMR LLC | 1,213,158 | 9.6M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 1,129,750 | 8.9M $ | as of Mar 31, 2026 |
| CastleKnight Management LP | 997,300 | 7.9M $ | as of Mar 31, 2026 |
Declared shareholders of Utz Brands 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 | |
|---|---|---|---|
| JPMORGAN CHASE & CO | 4.60 % | 4,098,626 | as of Mar 31, 2026 · SCHEDULE 13G |
| Ameriprise Financial, Inc. | 2.20 % | 1,905,537 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Utz Brands Inc". https://titelia.com/en/stocks/utz-brands-inc-US9180901012