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SMA Capital LLC

Position in UTI — Universal Technical Institute Inc

CIK 2075338 NEW YORK, NY

Position in UTI

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,566,200
-$143,032 QoQ
Shares Held
60,000
-20.1% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#94
of 264 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UTI Over Time

Shares Held

Position Value (USD)

Position in Education & Training Services

Consumer Defensive · as of Jun 30, 2026

SMA Capital LLC holds $2,566,200 across 1 Education & Training Services name. UTI ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 UTI
Universal Technical Institute Inc
This page
60,000 $2,566,200

All Filings in UTI

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,566,200 60,000
2026-03-31 $2,709,232 75,048