Signals

← Signals

☆UTI

385 in-universe funds with a nonzero position in UTI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#467
Score / z0.424 / 0.49
Consensus113.10 over 177 funds
Momentum-0.22 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-5%
Short interest+1% / 5.3d

Forensics

Clean as of 2026Q3
Accrual ratio-0.009
F-score—
M-score—
Net issuance-4.6%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-18 8-K 1.01, 2.03, 7.01, 9.01
2026-08-05 8-K 2.02, 7.01, 9.01
2026-05-06 8-K 2.02, 7.01, 9.01
2026-03-18 8-K 5.07
2026-03-17 8-K 5.05
2026-02-04 8-K 2.02, 7.01, 9.01
2025-11-19 8-K 2.02, 7.01, 9.01
2025-11-18 8-K 7.01, 9.01
2025-08-06 8-K 2.02, 7.01
2025-05-07 8-K 2.02, 7.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2020-02-21 424B5 UNIVERSAL TECHNICAL INSTITUTE
2020-02-20 424B5 UNIVERSAL TECHNICAL INSTITUTE
2020-01-29 S-3 UNIVERSAL TECHNICAL INSTITUTE
2019-10-18 S-3 UNIVERSAL TECHNICAL INSTITUTE

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 323.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 128.3 0.8% 5 +0.2 pp +0.5 pp +0.3 pp +0.4 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 106.9 0.6% 5 +0.2 pp +0.6 pp +0.6 pp +0.4 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 94.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 80.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hood River Capital Management LLC CIK 0001578177 0.546 166 66.6 0.5% 5 -0.1 pp +0.0 pp -0.1 pp -0.2 pp
☆Praetorian PR LLC CIK 0001949877 0.780 14 57.7 18.4% 2 +5.3 pp +18.4 pp +18.4 pp +18.4 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 55.5 0.4% 5 -0.1 pp +0.1 pp -0.1 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 55.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 53.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 53.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 51.2 0.4% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 50.5 1.1% 5 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 48.3 1.5% 5 -0.4 pp +0.1 pp +0.2 pp +0.6 pp
☆PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 46.9 2.3% 5 +0.1 pp +0.5 pp +0.1 pp +0.2 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 46.0 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 44.5 0.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Coliseum Capital Management, LLC CIK 0001409751 0.868 11 41.5 3.6% 5 -8.2 pp -4.9 pp -5.1 pp -3.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 40.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEXT CENTURY GROWTH INVESTORS LLC CIK 0001134007 0.159 113 40.6 2.2% 5 -0.3 pp +0.1 pp -0.5 pp -0.4 pp
☆Shannon River Fund Management LLC CIK 0001301050 0.036 37 38.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 34.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 34.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 31.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 30.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 25.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 24.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 24.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 24.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 24.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 24.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 21.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 21.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 21.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM Investment Company, Inc. CIK 0001535264 0.247 106 20.9 1.8% 5 -0.1 pp +0.7 pp +0.5 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 20.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 20.4 0.9% 5 -0.1 pp +0.3 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 19.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 15.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pillsbury Lake Capital LLC CIK 0002111915 0.050 38 13.8 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 13.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 12.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 12.5 0.2% 5 -0.0 pp +0.1 pp +0.0 pp -0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 12.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 12.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 10.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 9.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Uniplan Investment Counsel, Inc. CIK 0001520710 0.368 175 9.4 0.9% 5 +0.2 pp +0.4 pp +0.2 pp +0.1 pp
☆Militia Capital Management LLC CIK 0002130487 0.024 242 8.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 8.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 7.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Wealth Management, Inc. CIK 0001910205 0.209 66 6.1 3.0% 5 +0.2 pp +0.9 pp +0.2 pp -0.2 pp
☆Pembroke Management, LTD CIK 0001063497 0.302 100 5.9 0.9% 5 +0.1 pp +0.2 pp -0.0 pp -0.3 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 5.8 0.6% 5 +0.0 pp +0.2 pp +0.1 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 5.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 5.3 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Resolute Capital Asset Partners LLC CIK 0001834913 0.010 48 5.2 2.2% 3 +0.9 pp +1.1 pp +2.2 pp +2.2 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 5.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Informed Momentum Co LLC CIK 0001510989 0.009 268 4.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 4.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 4.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 4.2 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆GENDELL JEFFREY L CIK 0001056581 0.967 103 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 3.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 3.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LONESTAR CAPITAL MANAGEMENT LLC CIK 0001317410 0.152 26 3.6 2.3% 2 +0.7 pp +2.3 pp +2.3 pp +2.3 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 3.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.3 pp
☆Park West Asset Management LLC CIK 0001386928 0.189 46 3.4 0.2% 5 -0.4 pp -0.9 pp -1.2 pp -1.0 pp
☆MYDA Advisors LLC CIK 0001589689 0.023 143 3.2 0.8% 3 +0.4 pp +0.4 pp +0.8 pp +0.8 pp
☆Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 2.8 0.9% 5 -1.6 pp -1.5 pp +0.3 pp -1.4 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 2.7 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montanaro Asset Management Ltd CIK 0001831133 0.168 42 2.3 0.7% 3 +0.0 pp +0.4 pp +0.7 pp +0.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.2 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 2.0 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.2 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 1.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dauntless Investment Group, LLC CIK 0002044285 0.005 64 1.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arcadia Wealth Management, Inc. CIK 0002059339 0.712 58 1.1 0.5% 6 +0.0 pp +0.1 pp -0.0 pp -0.1 pp
☆STRS OHIO CIK 0000820478 0.777 2154 1.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Lumbard & Kellner, LLC CIK 0001602476 0.248 108 1.0 0.3% 5 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆Register Financial Advisors LLC CIK 0001962636 0.168 426 1.0 0.3% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Legato Capital Management LLC CIK 0001442641 0.058 678 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 0.9 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 0.8 0.0% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kopp Family Office, LLC CIK 0001683689 0.751 29 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.7 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westwind Capital CIK 0001729269 0.056 77 0.0 0.0% 0 -2.5 pp -1.6 pp -2.2 pp -2.1 pp
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☆4D Advisors, LLC CIK 0001938268 0.008 37 0.0 0.0% 0 +0.0 pp -2.5 pp +0.0 pp +0.0 pp
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☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ANB BANK CIK 0002067126 0.446 127 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
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☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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☆Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP CIK 0001907820 0.167 59 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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☆Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.4 pp
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☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FORMULA GROWTH LTD CIK 0001093219 0.072 145 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆INCEPTIONR LLC CIK 0001821561 0.000 628 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
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☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just UTI). Qtrs Held counts distinct quarters this fund has actually held UTI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its UTI position size. Δ columns are the percentage-point change in UTI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status