UFPT · Ufp Technologies Inc · Held by Funds
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Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Fund Ownership of UFPT by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 24.12% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 4.82% | 373,294 |
| Index ETFs | 19.30% | 1,495,479 |
| Active ETFs | 1.87% | 144,743 |
| Active funds | 32.60% | 2,525,376 |
| Unclassified | 0.51% | 39,329 |
| All registered funds | 59.10% | 4,578,221 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
Funds holding UFPT
290 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | IJR | 466,229 | $123,611,295 | 0.11% | Long | 2026-06-30 | |
| Neuberger Genesis Fund | — | 259,728 | $77,385,958 | 1.07% | Long | 2026-08-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 233,328 | $61,862,253 | 0.00% | Long | 2026-06-30 | |
| Congress Small Cap Growth Fund | — | 215,000 | $54,777,700 | 2.73% | Long | 2026-07-31 | |
| iShares Russell 2000 ETF | IWM | 198,169 | $52,540,547 | 0.06% | Long | 2026-06-30 | |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund | — | 189,317 | $50,193,616 | 0.51% | Long | 2026-06-30 | |
| Wasatch Small Cap Value Fund | — | 115,008 | $34,136,675 | 2.80% | Long | 2026-09-30 | |
| THRIVENT SMALL CAP STOCK FUND | — | 130,812 | $33,328,281 | 1.14% | Long | 2026-07-31 | |
| Allspring Special Small Cap Value Fund | — | 105,300 | $27,918,189 | 0.94% | Long | 2026-06-30 | |
| MFS New Discovery Fund | — | 87,878 | $26,183,250 | 1.22% | Long | 2026-08-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 88,755 | $23,531,613 | 0.02% | Long | 2026-06-30 | |
| Boston Trust Walden Small Cap Fund | BOSOX | 86,734 | $22,995,785 | 2.18% | Long | 2026-06-30 | |
| Wasatch Small Cap Growth Fund | — | 75,363 | $22,369,246 | 2.30% | Long | 2026-09-30 | |
| Fidelity Small Cap Index Fund | FSSNX | 83,329 | $21,230,563 | 0.06% | Long | 2026-07-31 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | SPSM | 71,094 | $18,849,152 | 0.11% | Long | 2026-06-30 | |
| MFS New Discovery Value Fund | — | 63,137 | $18,811,669 | 0.82% | Long | 2026-08-31 | |
| iShares Russell 2000 Growth ETF | IWO | 70,386 | $18,661,440 | 0.12% | Long | 2026-06-30 | |
| iShares S&P Small-Cap 600 Growth ETF | IJT | 69,521 | $18,432,103 | 0.22% | Long | 2026-06-30 | |
| Putnam Small Cap Growth Fund | — | 68,034 | $18,037,854 | 0.53% | Long | 2026-06-30 | |
| VANGUARD EXPLORER FUND | — | 62,890 | $16,023,114 | 0.07% | Long | 2026-07-31 | |
| Impax Small Cap Fund | — | 55,500 | $14,714,715 | 1.55% | Long | 2026-06-30 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 50,228 | $13,316,950 | 0.12% | Long | 2026-06-30 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 43,692 | $13,018,031 | 0.07% | Long | 2026-08-31 | |
| DIAMOND HILL SMALL CAP FUND | — | 47,939 | $12,710,067 | 4.13% | Long | 2026-06-30 | |
| Congress SMid Growth ETF | CSMD | 46,829 | $11,931,093 | 2.63% | Long | 2026-07-31 | |
| THRIVENT SMALL CAP STOCK PORTFOLIO | — | 43,156 | $11,441,950 | 1.12% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | SLYG | 43,118 | $11,431,875 | 0.22% | Long | 2026-06-30 | |
| Fidelity Extended Market Index Fund | FSMAX | 37,997 | $11,321,206 | 0.03% | Long | 2026-08-31 | |
| Schwab U.S. Small-Cap ETF | SCHA | 36,752 | $10,950,258 | 0.05% | Long | 2026-08-31 | |
| Wasatch Micro Cap Value Fund | — | 35,307 | $10,479,824 | 3.05% | Long | 2026-09-30 | |
| Brown Capital Management Small Company Fund | — | 37,900 | $10,048,427 | 3.13% | Long | 2026-06-30 | |
| Wasatch Micro Cap Fund | — | 33,611 | $9,976,417 | 1.75% | Long | 2026-09-30 | |
| U.S. SMALL CAP PORTFOLIO | DFSTX | 34,525 | $8,796,280 | 0.04% | Long | 2026-07-31 | |
| Bridge Builder Small/Mid Cap Value Fund | BBVSX | 32,523 | $8,622,823 | 0.08% | Long | 2026-06-30 | |
| MFS New Discovery Series | — | 31,681 | $8,399,584 | 1.03% | Long | 2026-06-30 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 27,893 | $8,310,719 | 0.13% | Long | 2026-08-31 | |
| Neuberger Berman Genesis Portfolio | — | 31,193 | $8,270,200 | 1.06% | Long | 2026-06-30 | |
| MFS Core Equity Fund | — | 26,824 | $7,992,211 | 0.12% | Long | 2026-08-31 | |
| U.S. MICRO CAP PORTFOLIO | DFSCX | 29,298 | $7,464,544 | 0.09% | Long | 2026-07-31 | |
| Nationwide Geneva Small Cap Growth Fund | — | 28,901 | $7,363,397 | 0.84% | Long | 2026-07-31 | |
| Brighthouse Small Cap Value Portfolio | — | 26,575 | $7,045,830 | 0.96% | Long | 2026-06-30 | |
| VANGUARD HEALTH CARE INDEX FUND | — | 22,461 | $6,692,255 | 0.03% | Long | 2026-08-31 | |
| Dimensional U.S. Small Cap ETF | DFAS | 24,396 | $6,215,613 | 0.04% | Long | 2026-07-31 | |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund | — | 23,422 | $6,209,875 | 0.32% | Long | 2026-06-30 | |
| Boston Trust SMID Cap Fund | BTSMX | 22,910 | $6,074,128 | 0.78% | Long | 2026-06-30 | |
| JNL Multi-Manager Small Cap Value Fund | — | 22,760 | $6,034,359 | 0.30% | Long | 2026-06-30 | |
| T.Rowe Price Small Cap Growth Portfolio | — | 21,046 | $5,579,926 | 0.49% | Long | 2026-06-30 | |
| Nicholas Limited Edition, Inc. | — | 20,536 | $5,232,162 | 1.51% | Long | 2026-07-31 | |
| ROYCE SMALL-CAP TRUST, INC. | RVT | 19,425 | $5,150,150 | 0.20% | Long | 2026-06-30 | |
| First Trust Small Cap Growth AlphaDEX Fund | FYC | 19,485 | $4,964,388 | 0.38% | Long | 2026-07-31 |