Запись по ценной бумаге · архивный квартал
UTZ
Utz Brands, Inc. · Consumer Defensive · Packaged Foods
98Отслеживаемые держатели
+3Δ держателей
51.79MАкций в держании
$409.90MОтчётная стоимость
+8Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +3.2% ·
поток акций -6.0% ·
новые чистые позиции +3.1%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 92 | -2 | 50.92M | $392.63M | +6 | −9 |
| Q1 2026 | 98 | +3 | 51.79M | $409.90M | +8 | −5 |
| Q4 2025 | 95 | +3 | 59.62M | $622.60M | +3 | — |
| Q3 2025 | 14 | -2 | 41.60M | $505.51M | — | −2 |
| Q2 2025 | 13 | +1 | 24.70M | $310.14M | +1 | — |
| Q1 2025 | 9 | -2 | 6.03M | $84.88M | — | −2 |
| Q4 2024 | 11 | +4 | 6.76M | $106.02M | +4 | — |
| Q3 2024 | 6 | -3 | 5.16M | $91.42M | — | −3 |
| Q2 2024 | 9 | — | 6.53M | $108.59M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 5.65M | +0.6% | $44.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×13 |
| 2 | JPMorgan Chase ✦ | 4.10M | -25.4% | $32.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 3 | Vanguard Capital Management Llc | 3.16M | — | $25.03M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Balyasny Asset Management L.P. | 2.62M | +21.4% | $20.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Alyeska Investment Group, L.P. | 2.56M | +5.9% | $20.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 2.00M | +21.6% | $15.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Focus Partners Wealth | 1.99M | +203.8% | $15.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Geode Capital Management ✦ (пассивный) | 1.81M | +0.2% | $14.35M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 9 | State Street Global Advisors ✦ (пассивный) | 1.76M | +4.3% | $13.92M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 1.73M | +260.7% | $13.67M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Marshall Wace ✦ | 1.46M | -12.1% | $11.54M | 0.0% | ▼ Trim | 8 | SEC ↗ ×4 |
| 12 | Ameriprise Financial Inc | 1.45M | -70.0% | $11.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Jennison Associates Llc | 1.39M | -23.9% | $11.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Massachusetts Financial Services Co… | 1.37M | -5.0% | $10.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 1.31M | +40.8% | $10.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | D. E. Shaw & Co. ✦ | 1.30M | +264.8% | $10.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Millennium Management ✦ | 1.24M | -51.3% | $9.81M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 1.21M | +15.1% | $9.61M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | First Eagle Investment Management… | 1.13M | +27.5% | $8.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Northern Trust Corp | 987.11K | -2.0% | $7.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 21 | Royal Bank Of Canada | 937.06K | +61.4% | $7.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 22 | Clearbridge Investments, LLC | 903.50K | -3.1% | $7.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 883.12K | -49.5% | $6.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Bank Of America Corp /De/ | 796.59K | +26.7% | $6.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 25 | Envestnet Asset Management Inc | 737.06K | -15.9% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 594.76K | -40.3% | $4.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 27 | Charles Schwab Investment… | 576.39K | -5.2% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Squarepoint Ops LLC | 455.15K | -54.2% | $3.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Hrt Financial Lp | 407.98K | -1.0% | $3.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Sei Investments Co | 352.23K | +15.2% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Point72 Asset Management ✦ | 304.31K | +25.4% | $2.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 291.03K | +140.9% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 269.14K | +18.6% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Tudor Investment Corp Et Al | 254.28K | -3.9% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Cetera Investment Advisers | 240.72K | +480.4% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Corient Private Wealth LP | 221.76K | Новый | $1.76M | 0.0% | New | 1 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 209.23K | -2.3% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 38 | AQR Capital Management ✦ | 196.99K | +1141.3% | $1.56M | 0.0% | ▲ Add | 6 | SEC ↗ ×6 |
| 39 | Citadel Advisors ✦ | 183.84K | -77.2% | $1.46M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 40 | Susquehanna International Group, Llp | 172.73K | +50.6% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Deutsche Bank Ag\ | 167.43K | +187.8% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Invesco Ltd. | 151.87K | +15.1% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 43 | Swiss National Bank | 144.60K | 0.0% | $1.15M | 0.0% | Held | 2 | SEC ↗ |
| 44 | Nuveen, LLC | 141.28K | +0.5% | $1.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | T. Rowe Price ✦ | 117.51K | +26.7% | $931,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 109.42K | -0.2% | $866,646 | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 47 | Arrowstreet Capital ✦ | 106.42K | +127.4% | $842,846 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | American Century Companies Inc | 96.87K | -9.8% | $767,195 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Creative Planning | 95.47K | +33.4% | $756,107 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Neuberger Berman Group LLC | 95.41K | -43.4% | $755,671 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Rhumbline Advisers | 93.36K | -1.1% | $739,428 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 82.82K | +513.5% | $655,966 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Alliancebernstein L.P. | 57.22K | -23.2% | $593,944 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 74.21K | -38.1% | $587,769 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 55 | California State Teachers… | 67.19K | -8.6% | $532,153 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Legal & General Group Plc | 66.74K | -13.4% | $528,582 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 57 | Victory Capital Management Inc | 65.88K | +6.1% | $521,746 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | First Trust Advisors Lp | 60.63K | +26.7% | $480,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | LPL Financial LLC | 58.50K | -41.6% | $463,284 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Barclays Plc | 54.44K | -63.1% | $431,140 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 61 | Fifth Third Bancorp | 53.57K | Новый | $424,296 | 0.0% | New | 1 | SEC ↗ |
| 62 | Canada Pension Plan Investment Board | 52.10K | Новый | $412,632 | 0.0% | New | 1 | SEC ↗ |
| 63 | Wells Fargo & Company/Mn | 43.77K | -85.0% | $346,642 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 64 | Universal- Beteiligungs- und… | 43.48K | -21.6% | $344,385 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Zurcher Kantonalbank (Zurich… | 38.12K | +11.2% | $301,918 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Truist Financial Corp | 37.93K | -10.1% | $300,406 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 34.52K | +1.1% | $273,406 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Hsbc Holdings Plc | 30.02K | -45.9% | $230,861 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Janus Henderson Group Plc | 27.50K | 0.0% | $217,969 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Raymond James Financial Inc | 23.30K | -28.2% | $184,545 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 71 | New York State Common Retirement… | 20.71K | 0.0% | $163,999 | 0.0% | Held | 2 | SEC ↗ |
| 72 | State Board Of Administration Of… | 20.56K | 0.0% | $162,835 | 0.0% | Held | 2 | SEC ↗ |
| 73 | Manufacturers Life Insurance… | 19.84K | -41.6% | $157,141 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | IMC-Chicago, LLC | 18.26K | Новый | $144,603 | 0.0% | New | 1 | SEC ↗ |
| 75 | Ensign Peak Advisors, Inc | 17.14K | 0.0% | $135,773 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Bnp Paribas Financial Markets | 17.05K | +3.1% | $135,012 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Mml Investors Services, Llc | 15.78K | -36.6% | $124,997 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Cerity Partners LLC | 15.49K | +51.4% | $122,701 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 15.48K | -5.0% | $122,617 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 80 | Wealth Enhancement Advisory… | 13.75K | Новый | $106,028 | 0.0% | New | 1 | SEC ↗ |
| 81 | Voya Investment Management Llc | 13.37K | -2.5% | $105,859 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Pictet Asset Management Holding SA | 12.14K | Новый | $96,188 | 0.0% | New | 1 | SEC ↗ |
| 83 | Mercer Global Advisors Inc /Adv | 12.01K | -88.2% | $95,134 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Cwm, Llc | 11.58K | +644.1% | $91,698 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Prudential Financial Inc | 11.57K | Новый | $91,634 | 0.0% | New | 1 | SEC ↗ |
| 86 | ProShare Advisors LLC | 10.67K | -20.7% | $84,538 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Captrust Financial Advisors | 10.48K | Новый | $83,010 | 0.0% | New | 1 | SEC ↗ |
| 88 | Jones Financial Companies Lllp | 10.61K | +840.8% | $78,635 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Citigroup Inc | 5.98K | -29.9% | $47,386 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 90 | Simplex Trading, Llc | 2.88K | -86.4% | $22,801 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Assetmark, Inc | 2.72K | 0.0% | $21,542 | 0.0% | Held | 2 | SEC ↗ |
| 92 | Mitsubishi UFJ Asset Management… | 2.52K | +1050.2% | $19,950 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Osaic Holdings, Inc. | 2.41K | +95.5% | $19,063 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Us Bancorp \De\ | 2.11K | -85.1% | $16,680 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | BNP Paribas Asset Management… | 1.25K | +62.8% | $9,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Rockefeller Capital Management L.P. | 1.10K | -56.8% | $8,744 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Optiver Holding B.V. | 506 | +1.6% | $4,008 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Northwestern Mutual Wealth… | 300 | 0.0% | $2,376 | 0.0% | Held | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Corient Private Wealth LP | $1.76M | 0.0% |
| Fifth Third Bancorp | $424,296 | 0.0% |
| Canada Pension Plan… | $412,632 | 0.0% |
| IMC-Chicago, LLC | $144,603 | 0.0% |
| Wealth Enhancement Advisory… | $106,028 | 0.0% |
| Pictet Asset Management… | $96,188 | 0.0% |
| Prudential Financial Inc | $91,634 | 0.0% |
| Captrust Financial Advisors | $83,010 | 0.0% |
Закрыто
| Jane Street Group, Llc | $4.86M | составлял 0.0% |
| Lazard Asset Management Llc | $254,476 | составлял 0.0% |
| HighTower Advisors, LLC | $251,089 | составлял 0.0% |
| Baird Financial Group, Inc. | $207,704 | составлял 0.0% |
| Group One Trading Llc | $239 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 225 держатели, 70.54M акции, $526.00M отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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