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Institutional Holdings

UTMD

Ownership Summary

Institutions Holding
21
Total Shares Held
179,662
Total Value Held
$11,143,993
Quarter
2026-06-30

Active Positions

Increased Positions
5
41,574 shares
Decreased Positions
7
127,569 shares
Held Positions
4
3,361 shares
New Positions
1
7,158 shares
Sold Out Positions
4
121,056 shares
Institution Shares Value Change % of Portfolio Reported
GEODE CAPITAL MANAGEMENT, LLC 108,048 $7,454,824 ▼ -12,049 0.00% 2026-06-30
Bank of New York Mellon Corp 34,263 $2,363,453 ▲ +2,181 0.00% 2026-06-30
AMERIPRISE FINANCIAL INC 7,158 $493,777 New position 0.00% 2026-06-30
SEIZERT CAPITAL PARTNERS, LLC 5,438 $375,113 ▲ +2 0.02% 2026-06-30
MetLife Investment Management, LLC 2,202 $151,894 Unchanged 0.00% 2026-06-30
Russell Investments Group, Ltd. 1,390 $95,882 ▲ +1,134 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 1,033 $71,256 ▼ -172 0.00% 2026-06-30
Police & Firemen's Retirement System of New Jersey 958 $66,083 Unchanged 0.00% 2026-06-30
MassMutual Private Wealth & Trust, FSB 372 $25,661 ▼ -2 0.00% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 325 $24,040 ▲ +66 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 199 $13,789 Unchanged 0.00% 2026-06-30
Sterling Capital Management LLC 57 $3,932 ▼ -43 0.00% 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 42 $2,897 ▼ -122 0.00% 2026-06-30
LSV ASSET MANAGEMENT 17,959 $1,239 ▼ -1,900 0.00% 2026-06-30
HUNTINGTON NATIONAL BANK 2 $138 Unchanged 0.00% 2026-06-30
Covestor Ltd 158 $11 ▲ +6 0.01% 2026-06-30
HARBOR CAPITAL ADVISORS, INC. 58 $4 ▼ -120 0.00% 2026-06-30
Minerva Advisors LLC 0 $0 Sold out 2026-06-30
EVERETT HARRIS & CO /CA/ 0 $0 Sold out 2026-06-30
Advisory Services Network, LLC 0 $0 Sold out 2026-06-30
BROWN BROTHERS HARRIMAN & CO 0 $0 Sold out 2026-06-30