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UTMD · Utah Medical Products Inc · Held by Funds

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$75.01 +0.29 (+0.39%)
Russell 2000 member Rebalance outlook locked
Market Cap
$238.18M
Shares
3.18M
Volume · Oct 22 11.85K Avg daily vol (3M) 36.75K

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.

Fund Ownership of UTMD by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 12.55% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.09% 98,261
Index ETFs 9.47% 301,424
Active ETFs 1.70% 54,167
Active funds 14.89% 474,002
Unclassified 0.62% 19,672
All registered funds 29.76% 947,526
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding UTMD

144 fund positions
Fund Balance Value % of Fund Open
Brandes Small Cap Value Fund 218,681 $15,084,615 2.37%
VANGUARD TOTAL STOCK MARKET INDEX FUND 97,788 $6,745,416 0.00%
iShares Russell 2000 ETF 67,441 $4,652,080 0.01%
U.S. SMALL CAP VALUE PORTFOLIO 36,560 $2,578,211 0.01%
Fidelity Small Cap Index Fund 33,689 $2,375,748 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 33,310 $2,297,724 0.00%
Fidelity Small-Mid Multifactor ETF 31,903 $2,249,800 0.09%
U.S. MICRO CAP PORTFOLIO 30,301 $2,136,827 0.03%
iShares Russell 2000 Value ETF 28,429 $1,961,032 0.01%
U.S. Targeted Value Portfolio 21,809 $1,537,971 0.01%
U.S. SMALL CAP PORTFOLIO 21,622 $1,524,783 0.01%
Hotchkis and Wiley Small Cap Diversified Value Fund 21,800 $1,503,764 0.16%
Dimensional U.S. Targeted Value ETF 19,149 $1,350,387 0.01%
SmallCap Value Fund II 16,403 $1,156,740 0.09%
VANGUARD RUSSELL 2000 INDEX FUND 15,481 $1,028,712 0.01%
Clearwater Select Equity Fund 14,602 $1,007,246 0.19%
Fidelity Extended Market Index Fund 14,810 $984,125 0.00%
Dimensional US Small Cap Value ETF 13,166 $928,466 0.01%
Huber Small Cap Value Fund 12,989 $915,984 0.89%
Dimensional U.S. Small Cap ETF 10,567 $745,185 0.00%
iShares Micro-Cap ETF 10,269 $708,356 0.05%
Strategic Advisers Fidelity U.S. Total Stock Fund 9,156 $608,416 0.00%
AST Small-Cap Equity Portfolio 8,497 $586,123 0.03%
Schwab Small-Cap Index Fund 7,671 $540,959 0.01%
Multi-Manager Small Cap Equity Strategies Fund 7,100 $471,795 0.04%
Strategic Advisers U.S. Total Stock Fund 6,791 $451,262 0.00%
U.S. CORE EQUITY 2 PORTFOLIO 6,179 $435,743 0.00%
Goldman Sachs Absolute Return Tracker Fund 6,227 $429,538 0.01%
WisdomTree U.S. SmallCap Dividend Fund 6,183 $426,503 0.02%
ACUITAS US MICROCAP FUND 6,125 $422,503 0.36%
Fidelity Total Market Index Fund 6,059 $402,621 0.00%
Avantis U.S. Small Cap Equity ETF 5,735 $381,091 0.01%
Master Small Cap Index Series 5,035 $347,314 0.01%
Ultra-Small Company Market Fund 5,000 $344,900 0.23%
Dimensional U.S. Core Equity 2 ETF 4,658 $328,482 0.00%
U.S. CORE EQUITY 1 PORTFOLIO 4,622 $325,943 0.00%
Fidelity Series Total Market Index Fund 4,545 $302,015 0.00%
Empower Small Cap Value Fund 4,300 $296,614 0.05%
Fidelity Small Cap Value Index Fund 4,249 $293,096 0.01%
EQ/2000 Managed Volatility Portfolio 3,437 $237,084 0.01%
Sequoia Global Value ETF 3,269 $217,225 0.02%
WisdomTree U.S. SmallCap Fund 3,094 $213,424 0.03%
Acuitas Small Cap Active ETF 3,038 $209,561 0.23%
U.S. VECTOR EQUITY PORTFOLIO 2,964 $209,021 0.00%
WESTWOOD SMALLCAP GROWTH FUND 2,046 $201,183 0.78%
Nuveen Small Cap Blend Index Fund 2,803 $197,668 0.00%
EQ/Small Company Index Portfolio 2,850 $196,593 0.01%
Schwab Total Stock Market Index Fund 2,665 $187,936 0.00%
Invesco RAFI US 1500 Small-Mid ETF 2,578 $181,801 0.01%
SGI Small Cap Core Fund 2,481 $164,862 0.12%
Showing 1–50 of 144 positions
Key facts CIK 706698 CUSIP 917488108 13F (30d) 17 filings 17 filers Visit website Investor relations