Public ownership evidence

Utz Brands, Inc. (UTZ) Ownership Disclosures

Read UTZ insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Utz Brands, Inc.: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
84
Value (USD)
$647
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read UTZ fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read UTZ fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-2984$647None
Cornerstone Financial Management LLC2025-12-312026-08-2948$498None
Corient Private Wealth LP2026-06-302026-08-28356,997$2,749,007None
First Eagle Investment Management, LLC2026-06-302026-08-251,318,750$10,154,375None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2594,284$725,987None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25725,987$94,284,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2036,607$281,878None
Ensign Peak Advisors, Inc2026-03-312026-08-1917,143$135,773None
Ensign Peak Advisors, Inc2025-12-312026-08-1917,143$177,944None
Ensign Peak Advisors, Inc2025-09-302026-08-1945,393$551,525None
Fulcrum Asset Management LLP2026-06-302026-08-1978$610None
Kimelman & Baird, LLC2026-06-302026-08-19128,584$990,097None
Strive Financial Group ,LLC2026-06-302026-08-1827$208None
Corient Private Wealth LP2026-06-302026-08-18354,730$2,731,590None
Jefferies Financial Group Inc.2026-06-302026-08-18113,300$872,410None
DARK FOREST CAPITAL MANAGEMENT LP2026-06-302026-08-15222,520$1,713,404None
AMERIFLEX GROUP, INC.2026-06-302026-08-15253$1,948None
Synergy Investment Management, LLC2026-06-302026-08-15264$3,712None
CAXTON ASSOCIATES LLP2026-06-302026-08-1514,864$114,453None
Graham Capital Management, L.P.2026-06-302026-08-1571,305$549,049None
SEI INVESTMENTS CO2026-06-302026-08-15238,738$1,838,330None
SEI INVESTMENTS CO2026-06-302026-08-1572,649$559,397None
Aster Capital Management (DIFC) Ltd2026-06-302026-08-15288$2,218None
JPL Wealth Management, LLC2026-06-302026-08-1523$178None
XTX Topco Ltd2026-06-302026-08-1563,254$487,056None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15696,366$5,362,018None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15696,366$5,362,018None
ExodusPoint Capital Management, LP2026-06-302026-08-1545,706$351,936None
Blueshift Asset Management, LLC2026-06-302026-08-1520,409$157,149None
Shay Capital LLC2026-06-302026-08-1530,000$231,000None
Caption Management, LLC2026-06-302026-08-1585,200$656,040Put
Caption Management, LLC2026-06-302026-08-152,274$17,510None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,969$15,161None
Schonfeld Strategic Advisors LLC2026-06-302026-08-1523,300$179,408None
Squarepoint Ops LLC2026-06-302026-08-15251,344$1,935,349None
Trexquant Investment LP2026-06-302026-08-15368,297$2,835,887None
MetLife Investment Management, LLC2026-06-302026-08-1547,048$362,270None
Engineers Gate Manager LP2026-06-302026-08-15117,107$901,724None
JANE STREET GROUP, LLC2026-06-302026-08-1546,600$358,820Put
JANE STREET GROUP, LLC2026-06-302026-08-1547,100$362,670Call
Orion Porfolio Solutions, LLC2026-06-302026-08-15100,838$776,454None
Legal & General Group Plc2026-06-302026-08-1542,140$324,478None
Legal & General Group Plc2026-06-302026-08-1514,651$112,813None
Legal & General Group Plc2026-06-302026-08-157,139$54,970None
Ensign Peak Advisors, Inc2026-06-302026-08-1512,493$96,196None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1542,500$327,250Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-15126,595$974,782None
Ancora Advisors LLC2026-06-302026-08-15138,670$1,067,759None
Bridgefront Capital, LLC2026-06-302026-08-15139,413$1,073,480None
Gotham Asset Management, LLC2026-06-302026-08-1520,912$161,022None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗First Eagle Investment Management, LLC ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗MERCER GLOBAL ADVISORS INC /ADV ↗Ensign Peak Advisors, Inc ↗Ensign Peak Advisors, Inc ↗Ensign Peak Advisors, Inc ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.