INDEPENDENT FINANCIAL GROUP, LLC
Position in UTI — Universal Technical Institute Inc
CIK 275484
SAN DIEGO, CA
Position in UTI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$226,809
New position
Shares Held
5,303
first reported quarter
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#205
of 263 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $469,200 across 2 Education & Training Services names. UTI ranks #2 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XXI |
Twenty One Capital, Inc.
|
48,968 | $242,391 | |
| 2 | UTI |
Universal Technical Institute Inc
This page
|
5,303 | $226,809 |
All Filings in UTI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,809 | 5,303 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||