As of the latest SEC filings, UFP INDUSTRIES INC (UFPI) is held by 405 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $177,682,253.56 in market value, representing 0.17% of its portfolio.
Funds holding UFP INDUSTRIES INC (UFPI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UFPI
- CIK:
- 0000912767
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.17% | $177,682,253.56 | 1,928,813 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $164,980,747.96 | 1,790,933 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.18% | $131,140,465.96 | 1,423,583 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.07% | $120,233,457.96 | 1,305,183 | Mar 31, 2026 | May 28, 2026 |
|
JVMAX
Disciplined Value Mid Cap Fund
|
MF | John Hancock | 0.52% | $113,245,050.52 | 1,229,321 | Mar 31, 2026 | May 29, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.13% | $76,549,324.88 | 830,974 | Mar 31, 2026 | May 28, 2026 |
|
ESPRX
Allspring Special Small Cap Value Fund
|
MF | Allspring | 2.10% | $65,599,941.68 | 712,114 | Mar 31, 2026 | May 27, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.07% | $59,897,621.56 | 650,213 | Mar 31, 2026 | May 28, 2026 |
|
WGROX
Wasatch Core Growth Fund
|
MF | Independent / Boutique | 1.86% | $55,517,131.32 | 602,661 | Mar 31, 2026 | May 5, 2026 |
|
PKSAX
Virtus KAR Small-Cap Core Fund
|
MF | Duff & Phelps / Virtus | 3.00% | $54,050,949.40 | 586,745 | Mar 31, 2026 | May 29, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.16% | $51,522,167.19 | 575,731 | Apr 30, 2026 | Jun 26, 2026 |
|
FVLKX
Fidelity Value Fund
|
MF | Fidelity | 0.46% | $44,699,002.14 | 499,486 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.35% | $43,581,142.92 | 473,091 | Mar 31, 2026 | May 28, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.46% | $42,374,002.44 | 459,987 | Mar 31, 2026 | May 28, 2026 |
|
FVFRX
Franklin Small Cap Value Fund
|
MF | Franklin Templeton | 1.03% | $42,316,867.83 | 472,867 | Apr 30, 2026 | Jun 24, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.17% | $40,448,970.80 | 439,090 | Mar 31, 2026 | Jun 1, 2026 |
|
WMCVX
Wasatch Small Cap Value Fund
|
MF | Independent / Boutique | 2.38% | $31,438,621.48 | 341,279 | Mar 31, 2026 | May 5, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.08% | $31,243,784.73 | 303,603 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.20% | $29,664,424.96 | 288,256 | Feb 28, 2026 | Apr 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.02% | $29,287,660.77 | 327,273 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.14% | $29,129,601.69 | 283,059 | Feb 28, 2026 | Apr 24, 2026 |
|
ITB
iShares U.S. Home Construction ETF
|
ETF | BlackRock / iShares | 1.19% | $28,520,259.88 | 309,599 | Mar 31, 2026 | May 22, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.34% | $27,297,551.12 | 296,326 | Mar 31, 2026 | May 28, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.17% | $26,242,040.16 | 284,868 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.13% | $24,035,492.67 | 268,583 | Apr 30, 2026 | Jun 24, 2026 |
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