ROTHSCHILD INVESTMENT LLC

Position in UTI — Universal Technical Institute Inc

CIK 85338 CHICAGO, IL

Position in UTI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$725,892

-$270,829 QoQ

Shares Held

16,972

-38.5% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#144

of 264 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $1,834,830 across 15 Education & Training Services names. UTI ranks #2 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRDO	PERDOCEO EDUCATION Corp	30,870	$987,840
2	UTI	Universal Technical Institute Inc This page	16,972	$725,892
3	STRA	Strategic Education, Inc.	522	$39,995
4	CVSA	Covista Inc.	194	$24,184
5	XXI	Twenty One Capital, Inc.	3,250	$16,087
6	COUR	Coursera, Inc.	2,327	$13,124
7	LAUR	Laureate Education, Inc.	310	$11,259
8	LRN	Stride, Inc.	61	$5,260

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$725,892	16,972	-38.5%	Shares	Sole	2026-08-06
2026-03-31	$996,721	27,610	-24.8%	Shares	Sole	2026-05-07
2025-12-31	$959,571	36,723	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$1,194,487	36,697	-4.6%	Shares	Sole	2025-11-07
2025-06-30	$1,304,087	38,480	+0.1%	Shares	Sole	2025-08-11
2025-03-31	$987,652	38,460	-33.4%	Shares	Sole	2025-04-08
2024-12-31	$1,485,729	57,788	-0.4%	Shares	Sole	2025-02-04
2024-09-30	$942,966	57,993	-0.5%	Shares	Sole	2024-10-18
2024-06-30	$916,760	58,281	+1.5%	Shares	Sole	2024-07-31
2024-03-31	$915,593	57,440	+3057.8%	Shares	Sole	2024-07-31
2023-12-31	$22,773	1,819	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.