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UTL · Unitil Corp · Held by Funds

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$52.20 -0.43 (-0.82%)
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$968.19M
Shares
18.24M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding UTL

266 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 1,084,130 $57,122,810 0.05%
VANGUARD TOTAL STOCK MARKET INDEX FUND 575,303 $30,312,715 0.00%
iShares Russell 2000 ETF 452,971 $23,867,042 0.03%
Small Cap Core Fund 413,289 $21,681,141 1.09%
Heartland Value Fund 232,349 $12,242,469 1.05%
VANGUARD EXTENDED MARKET INDEX FUND 208,564 $10,989,237 0.01%
Reaves Utility Income Fund 208,275 $10,926,107 0.27%
VANGUARD EXPLORER VALUE FUND 202,163 $10,114,215 0.81%
Fidelity Small Cap Index Fund 175,142 $9,187,949 0.03%
iShares Russell 2000 Value ETF 166,563 $8,776,204 0.06%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 164,884 $8,687,738 0.05%
iShares S&P Small-Cap 600 Value ETF 154,437 $8,137,286 0.10%
JPMorgan Small Cap Blend Fund 128,101 $6,749,642 0.40%
Boston Trust Walden Small Cap Fund 123,116 $6,486,982 0.61%
VANGUARD TAX-MANAGED SMALL-CAP FUND 122,902 $6,475,706 0.06%
VANGUARD UTILITIES INDEX FUND 124,801 $6,243,794 0.06%
ProShares Russell 2000 Dividend Growers ETF 117,685 $5,887,781 0.90%
Nuveen Quant Small Cap Equity Fund 97,010 $5,089,145 0.13%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 94,364 $4,972,039 0.10%
Fidelity Extended Market Index Fund 94,215 $4,713,576 0.01%
VANGUARD RUSSELL 2000 INDEX FUND 91,247 $4,565,087 0.03%
JPMorgan Small Cap Value Fund 86,164 $4,539,981 0.34%
U.S. SMALL CAP PORTFOLIO 85,122 $4,465,500 0.02%
Schwab U.S. Small-Cap ETF 86,519 $4,328,546 0.02%
HARTFORD SMALL CAP VALUE FUND 77,151 $4,047,341 1.52%
FPA Queens Road Small Cap Value Fund 74,073 $3,705,872 0.27%
JPMorgan Small & Mid Cap Enhanced Equity ETF 68,147 $3,590,665 0.12%
U.S. MICRO CAP PORTFOLIO 63,333 $3,322,449 0.04%
Small Cap Core Trust 62,919 $3,315,202 0.93%
iShares Micro-Cap ETF 60,541 $3,189,905 0.21%
Dimensional U.S. Small Cap ETF 59,230 $3,107,206 0.02%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 62,068 $3,105,262 0.05%
Schwab Fundamental U.S. Small Company ETF 57,380 $2,870,721 0.03%
The Gabelli Utilities Fund 49,000 $2,581,810 0.15%
JPMorgan U.S. Small Company Fund 46,052 $2,426,480 0.22%
Invesco S&P SmallCap Low Volatility ETF 44,704 $2,236,541 0.95%
Small Cap Value Fund 39,312 $2,071,349 0.30%
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND 38,711 $2,039,683 0.07%
Schwab Small-Cap Index Fund 38,811 $2,036,025 0.03%
JOHNSON OPPORTUNITY FUND 38,500 $2,028,565 1.24%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 39,473 $1,974,834 0.10%
NYLIM VP Wellington Small Cap Portfolio 36,935 $1,946,105 0.45%
Fidelity Total Market Index Fund 36,098 $1,805,983 0.00%
Hotchkis and Wiley Small Cap Diversified Value Fund 33,900 $1,786,191 0.20%
Master Small Cap Index Series 33,787 $1,780,237 0.03%
SPDR(R) S & P 600 Small Cap ETF 30,029 $1,712,854 0.10%
Avantis U.S. Small Cap Equity ETF 34,234 $1,712,727 0.06%
North Star Dividend Fund 33,500 $1,676,005 1.72%
Aristotle Small Cap Equity Fund 29,812 $1,570,794 1.23%
JNL Small Cap Index Fund 28,590 $1,506,407 0.05%
Showing 1–50 of 266 positions
Key facts CIK 755001 CUSIP 913259107 13F (30d) 12 filings 12 filers Visit website Investor relations