Position in UTI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$816,265
+$233,142 QoQ
Shares Held
19,085
+18.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#138
of 262 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026Creative Planning holds $47,980,414 across 10 Education & Training Services names. UTI ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COUR |
Coursera, Inc.
|
4,271,723 | $24,092,516 | |
| 2 | LRN |
Stride, Inc.
|
61,723 | $5,322,990 | |
| 3 | LAUR |
Laureate Education, Inc.
|
145,643 | $5,289,753 | |
| 4 | STRA |
Strategic Education, Inc.
|
59,114 | $4,529,314 | |
| 5 | LOPE |
Grand Canyon Education, Inc.
|
22,444 | $3,211,960 | |
| 6 | CVSA |
Covista Inc.
|
19,508 | $2,431,866 | |
| 7 | LINC |
Lincoln Educational Services Corp
|
28,761 | $1,435,173 | |
| 8 | UTI |
Universal Technical Institute Inc
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|
19,085 | $816,265 |
All Filings in UTI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,265 | 19,085 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $583,123 | 16,153 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $254,313 | 7,813 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||