Fund shareholders of Utz Brands Inc
ISIN US9180901012 · United States · LEI 5299009BHBU2NH5HRN16
- Fund shareholders
- 158
- Of which ETFs
- 31 127 other funds
- Value held
- ≈ 230.9M $ 230.8M $ · 1.7M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,275,131 | 17.5M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 1,926,312 | 14.8M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 1,809,523 | 13.9M $ | 0.48 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,622,760 | 12.5M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| DIAMOND HILL SMALL CAP FUND Diamond Hill Funds | 1,379,307 | 10.6M $ | 3.45 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,028,989 | 7.9M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 1,026,032 | 14.5M $ | 0.50 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 1,011,631 | 7.8M $ | 0.13 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 923,373 | 7.1M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 900,942 | 6.6M $ | 0.26 % | as of May 31, 2026 ↗ |
| VANGUARD CONSUMER STAPLES INDEX FUND VANGUARD WORLD FUND | 874,688 | 6.4M $ | 0.07 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 808,879 | 11.4M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 681,965 | 5.3M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 604,245 | 8.5M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust | 532,522 | 7.5M $ | 1.07 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 446,168 | 3.4M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 421,702 | 3.1M $ | 0.01 % | as of May 31, 2026 ↗ |
| AMG GW&K Small Cap Core Fund AMG Funds | 405,344 | 3.1M $ | 0.40 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 385,489 | 2.8M $ | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 378,365 | 2.8M $ | 0.02 % | as of May 31, 2026 ↗ |
| Columbia Select Small Cap Value Fund Columbia Funds Series Trust II | 371,890 | 2.7M $ | 0.67 % | as of May 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 359,600 | 5.1M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| LKCM Small Cap Equity Fund LKCM Funds | 326,524 | 2.5M $ | 0.69 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 228,256 | 3.2M $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 183,200 | 1.4M $ | 1.08 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 179,491 | 2.5M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 167,944 | 2.4M $ | 0.40 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 162,450 | 2.3M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 157,403 | 1.2M $ | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 148,274 | 2.1M $ | 0.01 % | as of Jul 31, 2026 ↗ |
| Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | 145,400 | 1.1M $ | 1.02 % | as of Jun 30, 2026 ↗ |
| Palm Valley Capital Fund Series Portfolios Trust | 140,324 | 1.1M $ | 0.50 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 138,158 | 1.1M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 137,260 | 1.1M $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Consumer Staples Index ETF FIDELITY COVINGTON TRUST | 127,235 | 1.8M $ | 0.13 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 120,225 | 880K $ | 0.00 % | as of May 31, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 118,152 | 909.8K $ | 0.13 % | as of Jun 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 112,444 | 1.6M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II | 109,974 | 846.8K $ | 0.64 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 103,828 | 799.5K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 101,354 | 780.4K $ | 0.25 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 100,003 | 1.4M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Morningstar Alternatives Fund Morningstar Funds Trust | 96,580 | 1.4M $ | 0.53 % | as of Jul 31, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 95,692 | 736.8K $ | 0.37 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 94,826 | 730.2K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 93,750 | 721.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 93,353 | 1.3M $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 88,789 | 649.9K $ | 0.02 % | as of May 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 80,389 | 619K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 79,049 | 1.1M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 77,800 | 599.1K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 77,340 | 595.5K $ | 0.50 % | as of Jun 30, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 69,056 | 531.7K $ | 0.58 % | as of Jun 30, 2026 ↗ |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 63,819 | 491.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 60,345 | 441.7K $ | 0.05 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 58,172 | 425.8K $ | 0.03 % | as of May 31, 2026 ↗ |
| DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | 57,106 | 439.7K $ | 0.46 % | as of Jun 30, 2026 ↗ |
| DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 54,141 | 764.5K $ | 0.38 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 53,546 | 392K $ | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 52,872 | 746.6K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 52,585 | 742.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 52,234 | 402.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 47,400 | 365K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 43,659 | 616.5K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 43,121 | 608.9K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 42,900 | 605.7K $ | 0.09 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 39,070 | 300.8K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 38,528 | 296.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 37,920 | 292K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 36,240 | 279K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 35,968 | 277K $ | 0.35 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 35,381 | 499.6K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 35,126 | 496K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 33,989 | 261.7K $ | 1.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 30,165 | 220.8K $ | 0.02 % | as of May 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 30,029 | 424K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 26,300 | 202.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 25,163 | 193.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Transamerica Small Cap Value TRANSAMERICA FUNDS | 25,000 | 353K $ | 0.31 % | as of Jul 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 23,600 | 181.7K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 23,400 | 171.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 22,900 | 176.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 22,300 | 1.7M SEK | 0.01 % | as of Mar 31, 2026 ↗ |
| DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I | 20,549 | 158.2K $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 19,269 | 148.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 16,486 | 126.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 16,357 | 125.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 16,298 | 125.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 15,664 | 120.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III | 15,634 | 120.4K $ | 0.26 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 14,469 | 111.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 13,527 | 104.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 12,920 | 182.4K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 11,900 | 91.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 11,793 | 90.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 11,602 | 89.3K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,145 | 85.8K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 10,819 | 152.8K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 10,700 | 82.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,700 | 78.3K $ | 0.01 % | as of May 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 | 3.45 % | as of Jun 30, 2026 ↗ |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 1.08 % | as of Jun 30, 2026 ↗ |
| ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust | 1.07 % | as of Jul 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 1.03 % | as of Jun 30, 2026 ↗ |
| Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | 1.02 % | as of Jun 30, 2026 ↗ |
| LKCM Small Cap Equity Fund LKCM Funds | 0.69 % | as of Jun 30, 2026 ↗ |
| Columbia Select Small Cap Value Fund Columbia Funds Series Trust II | 0.67 % | as of May 31, 2026 ↗ |
| Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II | 0.64 % | as of Jun 30, 2026 ↗ |
| PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 | 0.60 % | as of Jul 31, 2026 ↗ |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 0.58 % | as of Jun 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 |
|---|---|---|---|---|
| 2026Q3 | 157 | -7 | 25,734,655 | -1.0 % |
| 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 is 1 beneficial ownership filing. 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 | |
|---|---|---|---|
| Series U of UM Partners, LLC and 4 others | 37.30 % | 50,616,650 | as of Jul 20, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Fund shareholders of Utz Brands Inc". https://titelia.com/en/stocks/utz-brands-inc-US9180901012