As of the latest SEC filings, UNIVERSAL TECHNICAL INSTITUTE INC (UTI) is held by 242 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $56,055,971.70 in market value, representing a significant portion of its portfolio.
Funds holding UNIVERSAL TECHNICAL INSTITUTE INC (UTI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UTI
- CIK:
- 0001261654
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $56,055,971.70 | 1,552,797 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.06% | $41,477,419.90 | 1,148,959 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.18% | $41,197,880.60 | 1,138,063 | Feb 28, 2026 | Apr 29, 2026 |
|
HRSMX
Hood River Small-Cap Growth Fund
|
MF | Independent / Boutique | 0.72% | $37,293,177.20 | 1,033,052 | Mar 31, 2026 | May 29, 2026 |
|
NEAGX
Needham Aggressive Growth Fund
|
MF | Independent / Boutique | 2.34% | $36,876,150.00 | 1,021,500 | Mar 31, 2026 | May 19, 2026 |
|
CSMVX
Congress Small Cap Growth Fund
|
MF | Independent / Boutique | 1.91% | $36,779,400.00 | 980,000 | Apr 30, 2026 | Jun 29, 2026 |
|
TSCSX
THRIVENT SMALL CAP STOCK FUND
|
MF | Independent / Boutique | 1.05% | $30,605,977.71 | 815,507 | Apr 30, 2026 | Jun 26, 2026 |
|
CCALX
CONESTOGA SMALL CAP FUND
|
MF | Independent / Boutique | 1.35% | $30,243,677.50 | 837,775 | Mar 31, 2026 | May 29, 2026 |
|
LADFX
LORD ABBETT DEVELOPING GROWTH FUND INC
|
MF | Independent / Boutique | 1.15% | $25,505,388.00 | 679,600 | Apr 30, 2026 | Jun 29, 2026 |
|
WMCVX
Wasatch Small Cap Value Fund
|
MF | Independent / Boutique | 1.81% | $23,888,597.40 | 661,734 | Mar 31, 2026 | May 5, 2026 |
|
PRDSX
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
|
MF | T. Rowe Price | 0.26% | $21,729,420.30 | 601,923 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $20,397,510.80 | 565,028 | Mar 31, 2026 | May 28, 2026 |
|
PRJIX
T. Rowe Price New Horizons Fund, Inc.
|
MF | T. Rowe Price | 0.16% | $20,270,150.00 | 561,500 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.05% | $17,529,850.17 | 467,089 | Apr 30, 2026 | Jun 26, 2026 |
|
TSME
Thrivent Small-Mid Cap Equity ETF
|
ETF | Independent / Boutique | 2.01% | $17,304,932.10 | 479,361 | Mar 31, 2026 | May 28, 2026 |
|
WGICX
Wasatch Micro Cap Fund
|
MF | Independent / Boutique | 2.87% | $16,110,166.50 | 446,265 | Mar 31, 2026 | May 5, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 0.70% | $15,561,476.73 | 414,641 | Apr 30, 2026 | Jun 25, 2026 |
|
SBPYX
ClearBridge Small Cap Growth Fund
|
MF | Franklin Templeton | 0.75% | $15,074,487.45 | 401,665 | Apr 30, 2026 | Jun 22, 2026 |
|
RVT
ROYCE SMALL-CAP TRUST, INC.
|
CEF | Independent / Boutique | 0.63% | $14,044,055.20 | 389,032 | Mar 31, 2026 | May 21, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.11% | $13,871,388.90 | 384,249 | Mar 31, 2026 | May 28, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.28% | $11,318,144.20 | 313,522 | Mar 31, 2026 | May 26, 2026 |
|
FKASX
Federated Hermes Kaufmann Small Cap Fund
|
MF | Federated Hermes | 0.39% | $11,259,000.00 | 300,000 | Apr 30, 2026 | Jun 23, 2026 |
|
BBGSX
Bridge Builder Small/Mid Cap Growth Fund
|
MF | Independent / Boutique | 0.11% | $9,964,574.70 | 276,027 | Mar 31, 2026 | May 22, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $9,567,623.80 | 264,299 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.05% | $8,872,129.53 | 236,401 | Apr 30, 2026 | Jun 24, 2026 |
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