CAPTRUST FINANCIAL ADVISORS
Position in UTI — Universal Technical Institute Inc
CIK 1512024
RALEIGH, NC
Position in UTI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$441,600
+$439,973 QoQ
Shares Held
10,325
+3997.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 263 holders
Holding Since
Dec 2020
2 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $3,009,025 across 9 Education & Training Services names. UTI ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LINC |
Lincoln Educational Services Corp
|
9,793 | $488,670 | |
| 2 | CVSA |
Covista Inc.
|
3,887 | $484,553 | |
| 3 | LOPE |
Grand Canyon Education, Inc.
|
3,201 | $458,095 | |
| 4 | UTI |
Universal Technical Institute Inc
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|
10,325 | $441,600 | |
| 5 | LAUR |
Laureate Education, Inc.
|
8,560 | $310,899 | |
| 6 | STRA |
Strategic Education, Inc.
|
3,739 | $286,482 | |
| 7 | PRDO |
PERDOCEO EDUCATION Corp
|
7,418 | $237,376 | |
| 8 | COUR |
Coursera, Inc.
|
33,499 | $188,934 |
All Filings in UTI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,600 | 10,325 | Shares | Sole | 2026-08-13 | |
| 2020-12-31 | $1,627 | 252 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||