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UTZ

UTZ

Utz Brands, Inc.• Consumer Defensive

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
53
Partial Q3 2026
Total 13F value
$16M
Filed positions so far
New positions
13
This quarter
Sold positions
13
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Creative Planning

$5M348.0K0.00%+46.8%

Wolverine Asset Management Llc

$2.4M170.6K0.02%New Position

Sageworth Trust Co

$1.3M91.8K0.05%Unchanged

Atria Investments, Inc

$890K62.5K0.01%New Position

Kimelman & Baird, Llc

$798K56.0K0.06%-56.5%

Trium Capital Llp

$662K46.4K0.83%New Position

Inspire Investing, Llc

$635K44.6K0.03%-49.5%

Truist Financial Corp

$535K37.5K0.00%-1.9%

Proshare Advisors Llc

$503K35.3K0.00%New Position

First Bank & Trust

$362K25.4K0.05%+2.5%

Diversify Wealth Management, Llc

$322K22.5K0.00%-0.2%

Diversify Advisory Services, Llc

$322K22.5K0.00%-0.2%

Arizona State Retirement System

$293K20.6K0.00%+2.2%

Inscription Capital, Llc

$276K19.3K0.03%Unchanged

Wealth Enhancement Advisory Services, Llc

$264K18.5K0.00%-59.4%

Norden Group Llc

$237K16.6K0.02%New Position

Commonwealth Equity Services, Llc

$224K15.7K0.00%New Position

Pictet Asset Management Holding Sa

$173K12.1K0.00%Unchanged

Vise Technologies, Inc.

$159K11.1K0.00%New Position

Nisa Investment Advisors, Llc

$94K6.6K0.00%+6.9%

Versant Capital Management, Inc

$82K5.8K0.01%-5.5%

Parallel Advisors, Llc

$81K5.7K0.00%-2.7%

Caitong International Asset Management Co., Ltd

$80K5.6K0.01%+3702.0%

Gamma Investing Llc

$54K3.8K0.00%+318.5%

First Horizon Corp

$46K3.2K0.00%+0.6%

Assetmark, Inc

$41K2.9K0.00%+7.0%

Farther Finance Advisors, Llc

$38K2.7K0.00%-4.4%

Signaturefd, Llc

$32K2.2K0.00%+3524.2%

Newton One Investments Llc

$25K1.8K0.01%+0.8%

Sterling Capital Management Llc

$21K1.4K0.00%-3.4%

Fortitude Family Office, Llc

$16K1.1K0.00%+166.6%

Wilmington Savings Fund Society, Fsb

$14K1.0K0.00%Unchanged

Pinnacle Wealth Planning Services, Inc.

$10K7060.00%+239.4%

Parkside Financial Bank & Trust

$7K5190.00%+205.3%

Harbor Capital Advisors, Inc.

$7K4930.00%Unchanged

Sjs Investment Consulting Inc.

$7K4770.00%-30.3%

Owl Creek Wealth Partners Llc

$7K4600.00%Unchanged

Wpg Advisers, Llc

$5K3290.00%-47.0%

Gk Wealth Management Llc

$5K3200.00%New Position

Costello Asset Management, Inc

$4K3000.00%Unchanged

Financial Consulate, Inc

$4K2880.00%Unchanged

Root Financial Partners, Llc

$4K2700.00%New Position

Provenance Wealth Advisors, Llc

$3K2280.00%New Position

Massmutual Private Wealth & Trust, Fsb

$2K1080.00%-38.3%

Physician Wealth Advisors, Inc.

$1K1030.00%New Position

Main Street Group, Ltd

$1K1000.00%Unchanged

Lanark Financial, Inc.

$1K1000.00%Unchanged

Covestor Ltd

$1K390.00%+2.6%

Ifp Advisors, Inc

$684480.00%-78.7%

Essential Partners Llc

$271190.00%-94.5%

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