Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
239 institutional managers reported holding UTI for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 42%. 55 opened new positions; 41 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Coliseum Capital Management, LLC (focused) | 3.97M | 7.13% | $143.3M | unchanged | 2022 Q4 |
| BlackRock | 3.62M | 6.50% | $130.8M | unchanged | ≤2013 |
| Vanguard Group | 3.13M | 5.61% | $112.8M | trimmed -8.3% | ≤2013 |
| Congress Asset Management CO | 2.15M | 3.86% | $77.7M | added +27.1% | 2025 Q2 |
| Wasatch Advisors LP | 1.98M | 3.55% | $71.4M | added +12.8% | 2025 Q1 |
| Thrivent Financial for Lutherans | 1.79M | 3.21% | $64.6M | trimmed -10.5% | 2025 Q3 |
| Driehaus Capital Management LLC | 1.76M | 3.15% | $63.4M | added +376% | 2025 Q1 |
| T. Rowe Price | 1.70M | 3.05% | $61.4M | added +6.3% | 2020 Q1 |
| Hood River Capital Management LLC | 1.59M | 2.85% | $57.2M | trimmed -2% | 2025 Q1 |
| Point72 | 1.44M | 2.59% | $52.1M | added +47.7% | 2025 Q3 |
| American Century Companies INC | 1.44M | 2.58% | $51.8M | trimmed -10.1% | 2021 Q3 |
| Lord, Abbett & CO. LLC | 1.37M | 2.46% | $49.6M | added +28.1% | 2024 Q3 |
| Dimensional Fund Advisors | 1.30M | 2.33% | $46.8M | added +0.7% | ≤2013 |
| Conestoga Capital Advisors, LLC | 1.29M | 2.32% | $46.6M | added +1366% | 2024 Q2 |
| Geode Capital | 1.17M | 2.10% | $42.2M | trimmed -1.2% | ≤2013 |
| Nuveen | 1.13M | 2.02% | $40.7M | added +13.3% | 2022 Q2 |
| Punch & Associates Investment Management, INC. | 1.08M | 1.93% | $38.9M | trimmed -7.9% | 2020 Q2 |
| State Street | 1.04M | 1.86% | $37.4M | added +2.2% | ≤2013 |
| Royce & Associates | 1.03M | 1.85% | $37.2M | added +50.8% | ≤2013 |
| Needham Investment Management LLC | 1.03M | 1.85% | $37.2M | added +27.6% | 2024 Q2 |
| Praetorian PR LLC (focused) | 1.00M | 1.79% | $36.1M | opened | 2026 Q1 |
| Next Century Growth Investors LLC | 955.1k | 1.71% | $34.5M | trimmed -15% | 2024 Q2 |
| Alyeska Investment Group | 906.3k | 1.63% | $32.7M | added +3.2% | 2020 Q3 |
| Wellington Management | 851.1k | 1.53% | $30.7M | added +5.4% | 2025 Q1 |
| Renaissance Technologies | 657.0k | 1.18% | $23.7M | trimmed -9.3% | ≤2013 |
| Clearbridge Investments, LLC | 602.3k | 1.08% | $21.7M | added +8.4% | 2025 Q2 |
| Loomis Sayles & CO L P | 595.4k | 1.07% | $21.5M | trimmed -2.6% | 2025 Q2 |
| Baillie Gifford | 566.9k | 1.02% | $20.5M | trimmed -4.7% | 2025 Q3 |
| Morgan Stanley | 542.9k | 0.97% | $19.6M | trimmed -1.9% | 2013 Q4 |
| Royal Bank OF Canada | 542.5k | 0.97% | $19.6M | trimmed -5.1% | 2019 Q3 |
| FMR (Fidelity) | 533.9k | 0.96% | $19.3M | trimmed -7.9% | 2022 Q1 |
| Goldman Sachs | 517.6k | 0.93% | $18.7M | added +8.9% | 2019 Q4 |
| AWM Investment Company, INC. | 489.1k | 0.88% | $17.7M | added +12.7% | 2020 Q4 |
| RBF Capital, LLC | 475.8k | 0.85% | $17.2M | unchanged | ≤2013 |
| First Eagle Investment Management | 472.1k | 0.85% | $17.0M | added +5.6% | 2021 Q4 |
| Raymond James Financial INC | 457.7k | 0.82% | $16.5M | added +29.1% | 2024 Q4 |
| Charles Schwab Investment Management | 410.5k | 0.74% | $14.8M | unchanged | 2019 Q1 |
| Northern Trust | 408.2k | 0.73% | $14.7M | added +3.2% | ≤2013 |
| Rockefeller Capital Management L.p. | 404.2k | 0.72% | $14.6M | trimmed -17.5% | 2025 Q3 |
| Marshall Wace | 333.7k | 0.60% | $12.0M | trimmed -22.8% | 2023 Q4 |
| Kennedy Capital Management LLC | 307.2k | 0.55% | $11.1M | unchanged | 2022 Q2 |
| UBS | 303.4k | 0.54% | $10.9M | trimmed -6.4% | 2020 Q1 |
| Federated Hermes, INC. | 300.0k | 0.54% | $10.8M | added +1348.8% | 2023 Q4 |
| Westwind Capital | 292.7k | 0.53% | $10.6M | trimmed -4.9% | 2025 Q2 |
| Gilder Gagnon Howe & CO LLC | 279.2k | 0.50% | $10.1M | trimmed -43.2% | 2025 Q1 |
| Bank OF America CORP /DE/ | 254.6k | 0.46% | $9.2M | added +65.3% | 2019 Q3 |
| Osaic Holdings, INC. | 243.5k | 0.44% | $8.8M | added +59% | 2020 Q1 |
| Granahan Investment Management, LLC | 242.4k | 0.43% | $8.7M | trimmed -44.8% | 2024 Q2 |
| Pillsbury Lake Capital LLC (focused) | 219.9k | 0.40% | $7.9M | opened | 2026 Q1 |
| Manatuck Hill Partners, LLC | 214.8k | 0.39% | $7.8M | trimmed -18.9% | 2024 Q1 |
Largest 50 of 239 shown; the full ranked, searchable register is at boothcheck.com/holders/UTI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.