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Funds Holding UTZ Brands Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in UTZ Brands Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of UTZ →
Funds holding
43
as of 2026-07-31
Reported value
$75M
summed across funds
Fund families
27
named trusts
Largest conviction
1.07%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
ClearBridge Small Cap FundLegg Mason Global Asset Management Trust532.5K sh$7.5M1.07%
PGIM Jennison Small-Cap Core Equity FundPrudential Investment Portfolios 25K sh$70.6K0.60%
Morningstar Alternatives FundMorningstar Funds Trust96.6K sh$1.4M0.53%
First Eagle Small Cap Opportunity FundFirst Eagle Funds1M sh$14.5M0.50%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust167.9K sh$2.4M0.40%
DWS Global Small Cap FundDEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.54.1K sh$764.5K0.38%
Transamerica Small Cap ValueTRANSAMERICA FUNDS25K sh$353K0.31%
Fidelity MSCI Consumer Staples Index ETFFIDELITY COVINGTON TRUST127.2K sh$1.8M0.13%
Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust1.6K sh$21.9K0.12%
Transamerica Small/Mid Cap ValueTRANSAMERICA FUNDS42.9K sh$605.7K0.09%
Dimensional US Small Cap Value ETFDimensional ETF Trust359.6K sh$5.1M0.06%
Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust493 sh$7K0.06%
Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust112.4K sh$1.6M0.06%
U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC604.2K sh$8.5M0.04%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust12.9K sh$182.4K0.04%
U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC228.3K sh$3.2M0.04%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds100K sh$1.4M0.03%
Global X Russell 2000 ETFGLOBAL X FUNDS35.4K sh$499.6K0.03%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST179.5K sh$2.5M0.03%
Fidelity Small Cap Index FundFidelity Salem Street Trust808.9K sh$11.4M0.03%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust93.4K sh$1.3M0.03%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST8K sh$112.9K0.03%
Nationwide Small Cap Index FundNationwide Mutual Funds5.8K sh$82.4K0.03%
Goldman Sachs Multi-Manager Global Equity FundGoldman Sachs Trust II35.1K sh$496K0.03%
ULTRA SMALL CAP PROFUNDProFunds951 sh$13.4K0.02%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust30K sh$424K0.02%
Victory Extended Market Index FundVictory Portfolios III8.3K sh$117.4K0.01%
Dimensional U.S. Targeted Value ETFDimensional ETF Trust148.3K sh$2.1M0.01%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC162.5K sh$2.3M0.01%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds10.8K sh$152.8K0.01%
Dimensional US Vector Equity ETFDimensional ETF Trust4.3K sh$61.1K0.01%
SMALL-CAP PROFUNDProFunds62 sh$875.40.01%
SmallCap Value Fund IIPrincipal Funds, Inc4.9K sh$69.3K0.01%
Dimensional U.S. Small Cap ETFDimensional ETF Trust52.6K sh$742.5K0.00%
U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC4.9K sh$68.7K0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST79K sh$1.1M0.00%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III411 sh$5.8K0.00%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust52.9K sh$746.6K0.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust43.1K sh$608.9K0.00%
iShares Total U.S. Stock Market Index FundBlackRock Funds4.9K sh$68.8K0.00%
Nuveen Equity Index FundTIAA-CREF Funds43.7K sh$616.5K0.00%
E*TRADE No Fee Total Market Index FundE Trade Trust27 sh$381.20.00%
Dimensional US Sustainability Core 1 ETFDimensional ETF Trust500 sh$7.1K0.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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