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 | |
|---|---|---|---|---|
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 9,863 | 75.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| JPMorgan Diversified Fund JPMorgan Trust I | 9,492 | 73.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 9,193 | 67.3K $ | 0.01 % | as of May 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 9,103 | 70.1K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 8,313 | 117.4K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 7,999 | 112.9K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 6,487 | 49.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 6,467 | 49.8K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 6,223 | 45.6K $ | 0.03 % | as of May 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 6,050 | 46.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 5,835 | 82.4K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 5,616 | 43.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,334 | 39K $ | 0.00 % | as of May 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 5,088 | 39.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| PGIM Jennison Small-Cap Core Equity Fund Prudential Investment Portfolios 2 | 4,997 | 70.6K $ | 0.60 % | as of Jul 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 4,905 | 69.3K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 4,872 | 68.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,864 | 68.7K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,621 | 35.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 4,328 | 61.1K $ | 0.01 % | as of Jul 31, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 4,217 | 30.9K $ | 0.00 % | as of May 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 3,897 | 30K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,854 | 29.7K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 3,467 | 25.4K $ | 0.01 % | as of May 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,239 | 24.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 2,782 | 21.4K $ | 0.23 % | as of Jun 30, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,776 | 20.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 2,741 | 20.1K $ | 0.01 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 2,710 | 19.8K $ | 0.01 % | as of May 31, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,613 | 20.1K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,348 | 18.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 2,100 | 16.2K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 2,027 | 15.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,872 | 14.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,689 | 13K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,678 | 12.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 1,551 | 21.9K $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,549 | 11.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,426 | 11K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,200 | 9.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 951 | 13.4K $ | 0.02 % | as of Jul 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 803 | 6.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 500 | 7.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 493 | 7K $ | 0.06 % | as of Jul 31, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 463 | 3.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 411 | 5.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 398 | 3.1K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 304 | 2.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 259 | 2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 198 | 1.5K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 183 | 1.4K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 109 | 839.3 $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 106 | 816.2 $ | 0.02 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 69 | 505.1 $ | 0.00 % | as of May 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 62 | 875.4 $ | 0.01 % | as of Jul 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 27 | 381.2 $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 21 | 161.7 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 21 | 153.7 $ | 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