UNIVERSAL TECHNICAL INSTITUTE INC (UTI) — Institutional Holders, Q2 2026 (page 3)
265 institutional investment managers reported a UTI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $2.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 265. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UTI 13F holders ranked 201–265 of 265
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Brady Martz Wealth Solutions#201 · 5,939 sh | 5,939 | $254.0K | 0.04% | +5.6% |
| 202 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#202 · 5,801 sh | 5,801 | $248.1K | — | New |
| 203 | Focus Partners Advisor Solutions#203 · 5,500 sh | 5,500 | $235.2K | <0.01% | New |
| 204 | INDEPENDENT FINANCIAL GROUP#204 · 5,303 sh | 5,303 | $226.8K | — | New |
| 205 | Neuberger Berman Group#205 · 5,132 sh | 5,132 | $219.5K | <0.01% | New |
| 206 | GLENMEDE NA#206 · 5,074 sh | 5,074 | $217.0K | <0.01% | -21.6% |
| 207 | XPONANCE#207 · 4,736 sh | 4,736 | $202.6K | <0.01% | New |
| 208 | MERCER GLOBAL ADVISORS#208 · 4,694 sh | 4,694 | $200.8K | <0.01% | New |
| 209 | Ameritas Investment Partners#209 · 4,354 sh | 4,354 | $186.2K | <0.01% | +11.6% |
| 210 | State of Wyoming#210 · 2,550 sh | 2,550 | $109.1K | 0.01% | +12.7% |
| 211 | WEALTH ENHANCEMENT ADVISORY SERVICES#211 · 8,017 sh | 8,017 | $101.5K | — | +30.2% |
| 212 | PNC FINANCIAL SERVICES GROUP#212 · 2,218 sh | 2,218 | $94.9K | 0.00% | +149.8% |
| 213 | KBC Group NV#213 · 2,136 sh | 2,136 | $91.0K | — | 0.0% |
| 214 | Federation des caisses Desjardins du Quebec#214 · 1,500 sh | 1,500 | $64.2K | <0.01% | 0.0% |
| 215 | HUNTINGTON NATIONAL BANK#215 · 1,487 sh | 1,487 | $63.6K | <0.01% | -0.5% |
| 216 | Tower Research Capital (TRC)#216 · 1,382 sh | 1,382 | $59.1K | <0.01% | -60.9% |
| 217 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#217 · 1,237 sh | 1,237 | $53.0K | — | New |
| 218 | MCF Advisors#218 · 1,167 sh | 1,167 | $49.9K | <0.01% | +3.7% |
| 219 | BNP Paribas Asset Management Holding S.A.#219 · 834 sh | 834 | $35.7K | 0.00% | -25.5% |
| 220 | Bayforest Capital Ltd#220 · 788 sh | 788 | $33.7K | 0.03% | New |
| 221 | Pinnacle Wealth Planning Services#221 · 772 sh | 772 | $33.0K | <0.01% | New |
| 222 | Caitong International Asset Management , Ltd#222 · 668 sh | 668 | $28.6K | <0.01% | -84.8% |
| 223 | GAMMA Investing#223 · 604 sh | 604 | $25.8K | — | +11.2% |
| 224 | Nykredit A/S#224 · 584 sh | 584 | $25.0K | <0.01% | — |
| 225 | Crewe Advisors#225 · 537 sh | 537 | $23.0K | <0.01% | +96.7% |
| 226 | Salomon & Ludwin#226 · 442 sh | 442 | $20.8K | <0.01% | New |
| 227 | Covestor Ltd#227 · 412 sh | 412 | $18.0K | 0.01% | -2.4% |
| 228 | Kemnay Advisory Services#228 · 358 sh | 358 | $15.3K | <0.01% | +57.0% |
| 229 | SBI Securities , Ltd.#229 · 346 sh | 346 | $14.8K | — | -21.5% |
| 230 | Optiver Holding B.V.#230 · 339 sh | 339 | $14.5K | 0.00% | +160.8% |
| 231 | Versant Capital Management#231 · 312 sh | 312 | $13.3K | — | 0.0% |
| 232 | LOS ANGELES CAPITAL MANAGEMENT#232 · 300 sh | 300 | $12.8K | 0.00% | 0.0% |
| 233 | NISA INVESTMENT ADVISORS#233 · 243 sh | 243 | $10.4K | — | -60.3% |
| 234 | Allworth Financial#234 · 197 sh | 197 | $8.4K | 0.00% | -29.9% |
| 235 | Sterling Capital Management#235 · 168 sh | 168 | $7.2K | — | -45.3% |
| 236 | Transamerica Financial Advisors#236 · 153 sh | 153 | $6.5K | <0.01% | New |
| 237 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#237 · 125 sh | 125 | $5.9K | <0.01% | 0.0% |
| 238 | UMB Bank, n.a.#238 · 131 sh | 131 | $5.6K | <0.01% | New |
| 239 | Valued Wealth Advisors#239 · 119 sh | 119 | $5.1K | <0.01% | +48.8% |
| 240 | IFP Advisors#240 · 102 sh | 102 | $4.4K | — | +36.0% |
| 241 | West Financial Advisors#241 · 100 sh | 100 | $4.3K | — | 0.0% |
| 242 | Colonial / SC#242 · 82 sh | 82 | $3.4K | <0.01% | 0.0% |
| 243 | Financial Network Wealth Advisors#243 · 78 sh | 78 | $3.3K | <0.01% | 0.0% |
| 244 | Spire Wealth Management#244 · 72 sh | 72 | $3.1K | <0.01% | 0.0% |
| 245 | SRS Capital Advisors#245 · 50 sh | 50 | $2.1K | 0.00% | New |
| 246 | HANTZ FINANCIAL SERVICES#246 · 50 sh | 50 | $2.0K | 0.00% | New |
| 247 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#247 · 33 sh | 33 | $1.4K | <0.01% | 0.0% |
| 248 | Integrated Wealth Concepts#248 · 0 sh | 0 | $1.2K | 0.00% | New |
| 249 | CENTRAL#249 · 27 sh | 27 | $1.2K | 0.00% | 0.0% |
| 250 | Farther Finance Advisors#250 · 27 sh | 27 | $1.1K | — | +35.0% |
| 251 | Fortitude Family Office#251 · 25 sh | 25 | $1.1K | — | -100.0% |
| 252 | FARMERS & MERCHANTS INVESTMENTS#252 · 20 sh | 20 | $855.00 | — | New |
| 253 | Global Retirement Partners#253 · 14 sh | 14 | $599.00 | 0.00% | — |
| 254 | Parkside Financial Bank#254 · 12 sh | 12 | $514.00 | 0.00% | New |
| 255 | Plante Moran Financial Advisors#255 · 8 sh | 8 | $342.00 | 0.00% | New |
| 256 | EverSource Wealth Advisors#256 · 7 sh | 7 | $300.00 | 0.00% | -100.0% |
| 257 | GILPIN WEALTH MANAGEMENT#257 · 7 sh | 7 | $300.00 | — | New |
| 258 | JFS WEALTH ADVISORS#258 · 6 sh | 6 | $257.00 | 0.00% | New |
| 259 | Ankerstar Wealth#259 · 5 sh | 5 | $214.00 | <0.01% | New |
| 260 | Abound Wealth Management#260 · 4 sh | 4 | $172.00 | — | New |
| 261 | Hughes Financial Services#261 · 4 sh | 4 | $171.00 | 0.00% | +33.3% |
| 262 | Davis Capital Management#262 · 3 sh | 3 | $128.00 | — | New |
| 263 | Keating Financial Advisory Services#263 · 1 sh | 1 | $43.00 | 0.00% | New |
| 264 | Smartleaf Asset Management#264 · 1 sh | 1 | $41.00 | 0.00% | 0.0% |
| 265 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#265 · 56,662 sh | 56,662 | — | — | -15.7% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.