UTI · Universal Technical Institute Inc · Shareholders & Ownership

$20.80 +0.21 (+1.02%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.15B

55.10M

Volume · Oct 21 1.01M Avg daily vol (3M) 1.68M

Every disclosed holder of UTI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns UTI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	254	57,705,133	104.74%	Yes
Insiders (Forms 3, 4, 5)	19	1,644,896	2.99%	Yes
13D/G-only blocks	2	4,768,768	8.66%	Yes
Remaining	—	9,023,566	-16.38%	Negative
Registered funds (N-PORT, not summed)	288	29,867,284	54.21%	No

Shares outstanding: 55,095,231, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of UTI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,553,895	13.71%	+3,930,523	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	3,052,500	5.54%	—	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,250,742	2.27%	+101,783	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	442,849	0.80%	+58,600	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	239,541	0.43%	—	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	205,748	0.37%	—	Jun 30, 2026	iShares Trust, not summed
2	WASHINGTON UNIVERSITY 13G CIK 903603 · Pension or benefit plan · Mar 28, 2024 Rule 13d-1(b), qualified institution	2,596,276	4.71%	—	Mar 28, 2024	Rule 13d-1(b), qualified institution
3	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,582,839	4.69%	+882,553	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	1,103,348	2.00%	+541,848	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
3.2	T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund Fund S000002074 · Registered fund · Jun 30, 2026 T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed	466,423	0.85%	-135,500	Jun 30, 2026	T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC., not summed
3.3	T. Rowe Price Extended Equity Market Index Fund Fund S000002090 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	9,799	0.02%	0	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
3.4	T. Rowe Price Small-Cap Index Fund Fund S000051327 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	7,235	0.01%	+1,553	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
4	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,499,689	4.54%	+743,138	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	342,707	0.62%	+173,671	Jun 30, 2026	Driehaus Mutual Funds, not summed
4.2	Driehaus Micro Cap Growth Fund Fund S000042829 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	138,468	0.25%	+21,113	Jun 30, 2026	Driehaus Mutual Funds, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,211,159	4.01%	+38,775	Jun 30, 2026	carried, not yet filed for the newest quarter
6	HAMILTON LANE ADVISORS LLC 13G CIK 1573767 · Registered investment adviser · Dec 31, 2023 Rule 13d-1(b), qualified institution	2,172,492	3.94%	—	Dec 31, 2023	Rule 13d-1(b), qualified institution
7	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,890,902	3.43%	+854,169	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	465,760	0.85%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	148,450	0.27%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	128,088	0.23%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
7.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	16,600	0.03%	+200	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
7.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	9,896	0.02%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
8	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,653,529	3.00%	-135,232	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	THRIVENT SMALL CAP STOCK FUND Fund S000001358 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	805,357	1.46%	-10,150	Jul 31, 2026	Thrivent Mutual Funds, not summed
8.2	Thrivent Small-Mid Cap Equity ETF Fund S000075337 · Registered fund · Jun 30, 2026 Thrivent ETF Trust, not summed	310,967	0.56%	-168,394	Jun 30, 2026	Thrivent ETF Trust, not summed
8.3	THRIVENT SMALL CAP STOCK PORTFOLIO Fund S000001445 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	263,578	0.48%	+1,022	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
8.4	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	43,276	0.08%	+1,388	Jul 31, 2026	Thrivent Mutual Funds, not summed
8.5	THRIVENT SMALL CAP INDEX PORTFOLIO Fund S000001446 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	33,264	0.06%	—	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,579,286	2.87%	+26,489	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Hood River Capital Management LLC 13F CIK 1578177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,558,008	2.83%	-28,180	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Hood River Small-Cap Growth Fund Fund S000012813 · Registered fund · Jun 30, 2026 Manager Directed Portfolios, not summed	1,033,052	1.88%	0	Jun 30, 2026	Manager Directed Portfolios, not summed
11	Praetorian PR LLC 13F CIK 1949877 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,350,000	2.45%	+350,000	Jun 30, 2026	carried, not yet filed for the newest quarter
12	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,287,425	2.34%	-9,564	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	236,401	0.43%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.2	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	190,013	0.34%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
12.3	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	180,829	0.33%	+3,479	Jul 31, 2026	Dimensional ETF Trust, not summed
12.4	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	124,288	0.23%	+17,726	Jul 31, 2026	Dimensional ETF Trust, not summed
12.5	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	81,708	0.15%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
13	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,260,541	2.29%	-175,976	Jun 30, 2026	carried, not yet filed for the newest quarter
14	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,239,433	2.25%	+69,941	Jun 30, 2026	carried, not yet filed for the newest quarter
15	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,198,144	2.17%	+167,562	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Royce Small-Cap Opportunity Fund Fund S000009512 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	236,222	0.43%	+6,154	Jun 30, 2026	ROYCE FUND, not summed
15.2	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	82,513	0.15%	—	Jun 30, 2026	ROYCE FUND, not summed
16	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,181,460	2.14%	-110,665	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	783,645	1.42%	-54,130	Jun 30, 2026	Conestoga Funds, not summed
16.2	CONESTOGA DISCOVERY FUND Fund S000074583 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	5,125	0.01%	-250	Jun 30, 2026	Conestoga Funds, not summed
17	NEEDHAM INVESTMENT MANAGEMENT LLC 13F CIK 1167212 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,130,000	2.05%	+100,000	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Needham Aggressive Growth Fund Fund S000003815 · Registered fund · Jun 30, 2026 Needham Funds Inc, not summed	1,130,000	2.05%	+108,500	Jun 30, 2026	Needham Funds Inc, not summed
18	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13F CIK 1238990 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,096,078	1.99%	+19,212	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Alyeska Investment Group, L.P. 13F CIK 1453072 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,075,771	1.95%	+169,513	Jun 30, 2026	carried, not yet filed for the newest quarter
20	GILDER GAGNON HOWE & CO LLC 13F CIK 902464 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,041,404	1.89%	+762,181	Jun 30, 2026	carried, not yet filed for the newest quarter
21	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	1,018,191	1.85%	-119,872	May 31, 2026	American Century ETF Trust, not summed
22	Congress Small Cap Growth Fund Fund S000058028 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	1,000,000	1.82%	+20,000	Jul 31, 2026	Professionally Managed Portfolios, not summed
23	LORD, ABBETT & CO. LLC 13F CIK 728100 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	984,015	1.79%	-389,886	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	LORD ABBETT DEVELOPING GROWTH FUND INC Fund S000006834 · Registered fund · Jul 31, 2026 LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed	552,571	1.00%	-127,029	Jul 31, 2026	LORD ABBETT DEVELOPING GROWTH FUND, INC., not summed
23.2	Lord Abbett Micro-Cap Growth Fund Fund S000007142 · Registered fund · Jul 31, 2026 LORD ABBETT SECURITIES TRUST, not summed	66,965	0.12%	-23,076	Jul 31, 2026	LORD ABBETT SECURITIES TRUST, not summed
23.3	Developing Growth Portfolio Fund S000028719 · Registered fund · Jun 30, 2026 LORD ABBETT SERIES FUND INC, not summed	15,916	0.03%	-4,984	Jun 30, 2026	LORD ABBETT SERIES FUND INC, not summed
24	Coliseum Capital Management, LLC 13F CIK 1409751 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	971,440	1.76%	-3,000,000	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Coliseum Capital Management, LLC Insider CIK 1409751 · Jun 8, 2026 Director, 10% Owner, issuer-wide, not summed	971,440	1.76%	-6,568,047	Jun 8, 2026	Director, 10% Owner, issuer-wide, not summed
25	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	956,449	1.74%	+420,438	Jun 30, 2026	carried, not yet filed for the newest quarter
26	NEXT CENTURY GROWTH INVESTORS LLC 13F CIK 1134007 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	949,379	1.72%	-5,723	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Shannon River Fund Management LLC 13F CIK 1301050 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	890,113	1.62%	+890,113	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	810,041	1.47%	-634,286	Jun 30, 2026	carried, not yet filed for the newest quarter
29	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	797,071	1.45%	+254,159	Jun 30, 2026	carried, not yet filed for the newest quarter
30	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	740,409	1.34%	-387,777	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	444,121	0.81%	-203,359	Jun 30, 2026	College Retirement Equities Fund, not summed
30.2	Nuveen Small Cap Select Fund Fund S000005569 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	131,847	0.24%	-54,004	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
30.3	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	63,410	0.12%	+6,664	Jul 31, 2026	TIAA-CREF Funds, not summed
30.4	Nuveen Small/Mid Cap Growth Opportunities Fund Fund S000005553 · Registered fund · Jul 31, 2026 Nuveen Investment Funds, Inc., not summed	45,791	0.08%	-8,597	Jul 31, 2026	Nuveen Investment Funds, Inc., not summed
30.5	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	32,422	0.06%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
31	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	722,511	1.31%	+264,831	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Carillon Eagle Small Cap Growth Fund Fund S000008482 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	79,177	0.14%	—	Jun 30, 2026	Carillon Series Trust, not summed
32	Clearbridge Investments, LLC 13F CIK 1348883 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	606,126	1.10%	+3,782	Jun 30, 2026	carried, not yet filed for the newest quarter
33	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	582,108	1.06%	-269,034	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	581,531	1.06%	+16,503	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
35	LOOMIS SAYLES & CO L P 13F CIK 312348 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	579,788	1.05%	-15,605	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	Loomis Sayles Small/Mid Cap Growth Fund Fund S000049859 · Registered fund · Jun 30, 2026 LOOMIS SAYLES FUNDS II, not summed	77,164	0.14%	-7,636	Jun 30, 2026	LOOMIS SAYLES FUNDS II, not summed
36	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	570,235	1.04%	+98,100	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	First Eagle Small Cap Opportunity Fund Fund S000072438 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	503,825	0.91%	+89,184	Jul 31, 2026	First Eagle Funds, not summed
37	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	568,137	1.03%	+34,226	Jun 30, 2026	carried, not yet filed for the newest quarter
37.1	Fidelity Small Cap Index Fund Fund S000033638 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	524,397	0.95%	+57,308	Jul 31, 2026	Fidelity Salem Street Trust, not summed
37.2	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	372,349	0.68%	+247,470	Jul 31, 2026	Fidelity Securities Fund, not summed
37.3	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	262,413	0.48%	-1,886	May 31, 2026	Fidelity Concord Street Trust, not summed
37.4	Fidelity Small Cap Growth K6 Fund Fund S000057285 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	189,921	0.34%	+127,220	Jul 31, 2026	Fidelity Securities Fund, not summed
37.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	96,397	0.18%	+2,242	May 31, 2026	Fidelity Concord Street Trust, not summed
38	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	564,159	1.02%	+46,509	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	27,685	0.05%	+4,886	Jul 31, 2026	Goldman Sachs Trust, not summed
38.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	26,865	0.05%	-6,331	May 31, 2026	Goldman Sachs ETF Trust, not summed
38.3	Goldman Sachs Small Cap Growth Insights Fund Fund S000014930 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	20,572	0.04%	+4,519	Jul 31, 2026	Goldman Sachs Trust, not summed
38.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	6,009	0.01%	+128	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
38.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	3,697	0.01%	+717	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
39	ClearBridge Small Cap Growth Fund Fund S000016663 · Registered fund · Jul 31, 2026 Legg Mason Partners Investment Trust, not summed	516,765	0.94%	+115,100	Jul 31, 2026	Legg Mason Partners Investment Trust, not summed
40	BAILLIE GIFFORD & CO 13F CIK 1088875 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	507,700	0.92%	-59,161	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Rockefeller Capital Management L.P. 13F CIK 1739439 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	503,381	0.91%	+99,186	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Rockefeller US Small Cap Core Fund Fund S000080973 · Registered fund · Aug 31, 2026 Trust for Professional Managers, not summed	108,450	0.20%	+35,842	Aug 31, 2026	Trust for Professional Managers, not summed
42	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	496,239	0.90%	+88,083	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	24,257	0.04%	+2,556	Jun 30, 2026	Northern Funds, not summed
42.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	5,287	0.01%	+3,124	Jun 30, 2026	Northern Funds, not summed
42.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	1,134	0.00%	+56	Jul 31, 2026	FlexShares Trust, not summed
43	AWM Investment Company, Inc. 13F CIK 1535264 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	489,098	0.89%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
44	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	476,030	0.86%	-181,000	Jun 30, 2026	carried, not yet filed for the newest quarter
45	RBF Capital, LLC 13F CIK 1134621 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	475,840	0.86%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	475,137	0.86%	-67,404	Jun 30, 2026	carried, not yet filed for the newest quarter
47	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	465,747	0.85%	+55,199	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	244,709	0.44%	+1,751	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	116,795	0.21%	+12,981	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
47.3	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	31,432	0.06%	+479	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	30,157	0.05%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
48	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	358,789	0.65%	+11,068	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Grant Jerome Alan Insider CIK 1723537 · Jun 29, 2026 Director, Chief Executive Officer, issuer-wide	335,715	0.61%	-94,500	Jun 29, 2026	Director, Chief Executive Officer, issuer-wide
50	Pillsbury Lake Capital LLC 13F CIK 2111915 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	321,556	0.58%	+101,654	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1261654 CUSIP 913915104 13F (30d) 16 filings 16 filers Visit website Investor relations