As of the latest SEC filings, Utz Brands, Inc. (UTZ) is held by 164 institutional funds. The largest fund shareholder is JPMorgan Small Cap Equity Fund (JSEQX), holding an estimated $18,150,153.12 in market value, representing 0.64% of its portfolio.
Funds holding Utz Brands, Inc. (UTZ)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- UTZ
- CIK:
- 0001739566
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
JSEQX
JPMorgan Small Cap Equity Fund
|
MF | JPMorgan | 0.64% | $18,150,153.12 | 2,291,686 | Mar 31, 2026 | May 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $17,515,325.52 | 2,211,531 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $14,141,453.04 | 1,785,537 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $12,860,868.24 | 1,623,847 | Mar 31, 2026 | May 28, 2026 |
|
NDVUX
MFS New Discovery Value Fund
|
MF | Independent / Boutique | 0.34% | $9,219,433.16 | 992,404 | Feb 28, 2026 | Apr 24, 2026 |
|
FESM
Fidelity Enhanced Small Cap ETF
|
ETF | Fidelity | 0.20% | $8,255,126.88 | 1,042,314 | Mar 31, 2026 | May 26, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.01% | $8,229,252.24 | 1,039,047 | Mar 31, 2026 | May 28, 2026 |
|
FESCX
First Eagle Small Cap Opportunity Fund
|
MF | Independent / Boutique | 0.36% | $8,109,393.28 | 1,018,768 | Apr 30, 2026 | Jun 25, 2026 |
|
VCSAX
VANGUARD CONSUMER STAPLES INDEX FUND
|
ETF | Vanguard | 0.08% | $7,878,412.37 | 848,053 | Feb 28, 2026 | Apr 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $6,975,199.44 | 880,707 | Mar 31, 2026 | May 28, 2026 |
|
LMASX
ClearBridge Small Cap Fund
|
MF | Franklin Templeton | 0.95% | $6,948,459.12 | 872,922 | Apr 30, 2026 | Jun 22, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $5,833,939.72 | 732,907 | Apr 30, 2026 | Jun 26, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.26% | $5,672,694.00 | 712,650 | Apr 30, 2026 | Jun 25, 2026 |
|
DHSCX
DIAMOND HILL SMALL CAP FUND
|
MF | Independent / Boutique | 2.29% | $5,284,493.28 | 667,234 | Mar 31, 2026 | Jun 1, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.04% | $4,984,040.16 | 629,298 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $4,167,911.72 | 523,607 | Apr 30, 2026 | Jun 24, 2026 |
|
BBVSX
Bridge Builder Small/Mid Cap Value Fund
|
MF | Independent / Boutique | 0.04% | $3,544,572.24 | 447,547 | Mar 31, 2026 | May 22, 2026 |
|
SSCVX
Columbia Select Small Cap Value Fund
|
MF | Columbia Threadneedle | 0.88% | $3,515,763.34 | 378,446 | Feb 28, 2026 | Apr 27, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $3,506,659.14 | 377,466 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.02% | $3,391,054.38 | 365,022 | Feb 28, 2026 | Apr 28, 2026 |
|
GWEIX
AMG GW&K Small Cap Core Fund
|
MF | Independent / Boutique | 0.49% | $3,306,299.04 | 417,462 | Mar 31, 2026 | Jun 1, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $2,658,767.36 | 334,016 | Apr 30, 2026 | Jun 24, 2026 |
|
LKSCX
LKCM Small Cap Equity Fund
|
MF | Independent / Boutique | 0.79% | $2,586,070.08 | 326,524 | Mar 31, 2026 | May 5, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.03% | $2,440,010.64 | 306,534 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.02% | $2,288,738.80 | 287,530 | Apr 30, 2026 | Jun 29, 2026 |
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