Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

UTI holding history

Universal Technical Institute Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UTI overview All 13F holders of UTI Full Q2 2026 holdings

Shares (Q2 2026): 19,085
Value: $816.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q3 2025

Holdings of UTI by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,085	$816.3K	<0.1%	+2,932+18.2%	Added	Holders
Q1 2026	16,153	$583.1K	<0.1%	+16,153	New	Holders
Q4 2025	0	$0	0.0%	−7,813−100.0%	Sold out	Holders
Q3 2025	7,813	$254.3K	<0.1%	+7,813	New	Holders