UVV - Universal Corporation Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (DB)

Universal Corporation
DE ˙ DB ˙ US9134561094
46,20 € ↓ -0,02 (-0,04%)
2026-03-17
DEL PRIS
Grundlæggende statistik
Institutionelle ejere 297 total, 293 long only, 0 short only, 4 long/short - change of -37,74% MRQ
Del pris 46,20
Gennemsnitlig porteføljeallokering 0.0545 % - change of -58,07% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 20.976.301 - 84,16% (ex 13D/G) - change of -4,10MM shares -16,34% MRQ
Institutionel værdi (lang) $ 1.095.154 USD ($1000)
Institutionelt ejerskab og aktionærer

Universal Corporation (DE:UVV) har 297 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 20,976,301 aktier. Største aktionærer omfatter BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, State Street Corp, Invesco Ltd., Geode Capital Management, Llc, Barclays Plc, DFSVX - U.s. Small Cap Value Portfolio - Institutional Class, Charles Schwab Investment Management Inc, and Qube Research & Technologies Ltd .

Universal Corporation (DB:UVV) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 17, 2026 is 46,20 / share. Previously, on March 19, 2025, the share price was 51,00 / share. This represents a decline of 9,41% over that period.

DE:UVV / Universal Corporation Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Se Højest rangerende aktier
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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
2026-02-13 13F Verition Fund Management LLC 20.284 1.070
2026-02-09 13F Annis Gardner Whiting Capital Advisors, LLC 0 -100,00 0
2026-02-13 13F State Street Corp 1.443.606 -0,37 76.150 -5,94
2026-02-10 13F Bnp Paribas Arbitrage, Sa 12.008 -74,37 633 -75,81
2026-02-13 13F Charles Schwab Investment Management Inc 524.941 -3,53 27.691 -8,91
2026-02-06 13F Creative Financial Designs Inc /adv 0 -100,00 0
2025-09-25 NP DFAS - Dimensional U.S. Small Cap ETF 76.681 0,00 4.177 0,00
2026-02-09 13F Quest Partners LLC 767 -92,18 40 -92,69
2026-02-11 13F Brandywine Global Investment Management, LLC 98.883 -3,59 5.216 -8,97
2026-01-26 13F AE Wealth Management LLC 6.289 -7,65 332 -12,89
2026-02-10 13F Connor, Clark & Lunn Investment Management Ltd. 74.650 -15,56 3.938 -20,29
2025-09-29 NP XSVM - Invesco S&P SmallCap Value with Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 75.814 -48,00 4.130 -51,39
2026-01-20 13F Signaturefd, Llc 819 23,16 43 16,22
2026-02-09 13F First National Trust Co 29.432 0,00 1.553 -5,60
2025-09-25 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 22.974 22,75 1.251 14,77
2025-10-30 13F Parkside Financial Bank & Trust 0 -100,00 0
2025-09-29 NP RZV - Invesco S&P SmallCap 600 Pure Value ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36.749 -3,73 2.002 -10,03
2026-01-21 13F Capital Advisors, Ltd. LLC 203 497,06 0
2026-02-17 13F Optiver Holding B.V. 313 17
2025-09-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.322 14,18 290 6,64
2025-11-12 13F NewSquare Capital LLC 0 -100,00 0
2026-02-12 13F BlackRock, Inc. 3.779.245 2,36 199.355 -3,36
2026-02-06 13F Global Retirement Partners, LLC 101 1,00 5 0,00
2026-02-09 13F Harbour Investments, Inc. 75 0,00 4 -25,00
2025-09-24 NP PSSMX - SmallCap S&P 600 Index Fund R-3 23.320 -2,77 1.270 -9,09
2026-02-10 13F Axq Capital, Lp 3.875 -3,05 204 -8,52
2026-02-10 13F Intech Investment Management Llc 102.674 21,41 5.416 14,65
2026-02-17 13F Quadrature Capital Ltd 12.785 104,85 674 93,68
2026-02-13 13F Motiv8 Investments LLC 3.400 0
2026-02-13 13F Umb Bank N A/mo 162 39,66 9 33,33
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0 -100,00
2026-02-17 13F Susquehanna International Group, Llp Put 17.800 -8,72 939 -13,87
2026-02-17 13F Susquehanna International Group, Llp Call 7.500 -71,04 396 -72,70
2025-10-21 13F Steel Peak Wealth Management LLC 0 -100,00 0
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2026-02-06 13F EverSource Wealth Advisors, LLC 457 -34,53 24 -36,84
2026-01-13 13F CoreCap Advisors, LLC 21.906 -1,88 1.156 -7,38
2026-02-10 13F Envestnet Asset Management Inc 3.855 5,91 203 0,00
2026-02-17 13F Private Advisor Group, LLC 5.011 0,02 264 -5,38
2025-11-14 13F Hrt Financial Lp 0 -100,00 0 -100,00
2026-02-13 13F Public Employees Retirement Association Of Colorado 4.084 0,00 0
2026-01-23 13F Private Wealth Management Group, LLC 11 0,00 1
2025-11-14 13F Sherbrooke Park Advisers Llc 0 -100,00 0
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 2.950 5,89 161 -1,23
2025-10-24 13F Hemington Wealth Management 23 -8,00 0
2026-01-26 13F Cwm, Llc 1.830 20,24 0
2026-02-06 13F HighTower Advisors, LLC 6.035 -5,21 318 -10,42
2026-02-13 13F Citigroup Inc 11.434 -32,96 603 -36,66
2026-02-03 13F Ballentine Partners, LLC 0 -100,00 0
2026-02-10 13F Bank of New York Mellon Corp 355.546 -1,97 18.755 -7,45
2026-02-11 13F Vestcor Inc 33.264 282,65 2
2026-02-13 13F Kestra Advisory Services, LLC 1.124 59
2026-02-10 13F Rothschild Investment Llc 20 -20,00 1 0,00
2026-02-12 13F Jane Street Group, Llc Call 23.500 261,54 1.240 241,32
2026-01-08 13F Versant Capital Management, Inc 514 24,46 27 17,39
2026-01-29 13F Teachers Retirement System Of The State Of Kentucky 6.252 -11,02 0
2025-11-14 13F Wolverine Trading, Llc Call 8.000 6,67 441 0,46
2025-09-26 NP USMIX - Extended Market Index Fund 2.806 -1,09 153 -7,88
2025-11-14 13F Wolverine Trading, Llc Put 10.700 590
2025-11-14 13F Virtu Financial LLC 0 -100,00 0
2025-11-14 13F Mount Yale Investment Advisors, LLC 0 -100,00 0 -100,00
2025-09-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61.420 2,98 3.346 -3,74
2026-01-16 13F Louisiana State Employees Retirement System 11.400 0,00 601 -5,50
2026-02-10 13F Thompson Siegel & Walmsley Llc 5.507 0,00 0
2026-02-12 13F Howland Capital Management Llc 6.383 0,00 337 -5,62
2026-02-17 13F Engineers Gate Manager LP 10.227 539
2026-02-11 13F Parallel Advisors, LLC 108 -57,81 6 -64,29
2026-02-12 13F Triumph Capital Management 1.135 0,00 60 -6,35
2026-02-13 13F Baird Financial Group, Inc. 4.512 11,35 238 5,31
2026-01-29 13F Comerica Bank 3.888 -0,26 205 -5,53
2026-02-03 13F Navellier & Associates Inc 61.696 -11,49 3.254 -16,44
2025-11-04 13F State of Wyoming 0 -100,00 0 -100,00
2026-02-17 13F Rexford Capital Inc 8.671 2,36 457 -3,38
2026-02-12 13F CIBC Private Wealth Group, LLC 10.106 -0,05 533 -5,50
2026-02-17 13F Captrust Financial Advisors 6.315 4,29 333 -1,48
2025-09-25 NP DXUV - Dimensional US Vector Equity ETF 612 55,73 33 50,00
2025-11-03 13F SummerHaven Investment Management, LLC 0 -100,00 0 -100,00
2026-01-16 13F Ronald Blue Trust, Inc. 814 -41,23 43 -45,45
2026-01-30 13F Sigma Planning Corp 7.089 7,47 374 1,36
2026-02-17 13F Prelude Capital Management, Llc 0 -100,00 0
2026-02-13 13F Squarepoint Ops LLC 7.483 -88,94 395 -89,58
2025-09-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.338 0,00 618 -6,52
2026-02-12 13F Federated Hermes, Inc. 0 -100,00 0
2026-02-17 13F Guggenheim Capital Llc 33.436 17,39 1.764 10,81
2025-09-26 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 15.518 -6,26 845 -12,34
2026-02-02 13F Principal Financial Group Inc 118.740 -1,13 6.264 -6,65
2026-02-13 13F Wells Fargo & Company/mn 49.249 29,45 2.598 22,21
2026-02-13 13F Sei Investments Co 15.901 330,69 839 306,80
2026-01-21 13F Sound Income Strategies, LLC 612 16,35 33 17,86
2026-01-28 13F Salomon & Ludwin, LLC 947 9,86 50 6,38
2026-02-12 13F MetLife Investment Management, LLC 13.630 -6,02 719 -11,36
2026-02-13 13F Brandywine Trust Co 14.907 0,00 786 -5,53
2026-02-17 13F Lazard Asset Management Llc 7.998 -64,42 422 -66,45
2026-02-17 13F Royal Bank Of Canada 37.936 386,17 2.002 359,17
2025-09-26 NP SLPIX - Small-cap Profund Investor Class 22 -4,35 1 0,00
2026-01-12 13F Salem Investment Counselors Inc 0 -100,00 0
2026-02-13 13F Public Sector Pension Investment Board 0 -100,00 0
2026-02-13 13F Arrowstreet Capital, Limited Partnership 0 -100,00 0
2026-02-17 13F Two Sigma Advisers, Lp 176.400 2,98 9.305 -2,77
2026-02-18 13F GWM Advisors LLC 10.040 530
2026-03-02 13F Sankala Group LLC 20 1
2025-09-25 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17.305 -15,61 943 -21,11
2026-02-13 13F Rhumbline Advisers 57.199 -6,84 3.017 -12,04
2025-09-26 NP FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.079 -567,26 331 -609,23
2026-01-29 13F Vanguard Group Inc 2.983.924 1,20 157.402 -4,45
2026-02-06 13F Bare Financial Services, Inc 0 -100,00 0
2026-02-17 13F Janus Henderson Group Plc 10.762 0,00 567 -5,66
2026-01-27 13F GHP Investment Advisors, Inc. 240 242,86 13 300,00
2026-01-29 13F UBS Group AG 312.787 98,54 16.500 87,47
2026-02-12 13F Dimensional Fund Advisors Lp 1.782.092 0,01 94.006 -5,57
2026-02-17 13F Northern Trust Corp 238.919 -5,58 12.603 -10,86
2025-09-25 NP DFAU - Dimensional US Core Equity Market ETF 5.589 17,29 304 9,75
2025-09-25 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 106.477 -14,40 5.800 -19,98
2026-02-17 13F Price T Rowe Associates Inc /md/ 28.497 2,74 2 0,00
2026-02-12 13F Bank Of Montreal /can/ 8.612 15,99 454 9,66
2026-02-17 13F Maryland State Retirement & Pension System 0 -100,00 0
2026-02-09 13F Huntington National Bank 138 0,00 7 0,00
2026-02-12 13F Ankerstar Wealth, LLC 705 37
2026-02-17 13F Hancock Whitney Corp 7.712 -7,96 407 -13,25
2026-02-11 13F Cerity Partners LLC 26.145 -0,54 1.379 -6,06
2026-02-05 13F Amalgamated Bank 7.247 -0,29 0
2026-02-13 13F Smartleaf Asset Management LLC 345 45,57 18 38,46
2026-02-18 13F State of Tennessee, Treasury Department 5.615 -7,31 318 -6,21
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12.143 -1,62 661 -8,07
2026-02-17 13F DV Trading LLC 100 5
2026-02-17 13F Ameriprise Financial Inc 75.740 -3,41 3.995 -8,81
2026-02-17 13F Jones Financial Companies Lllp 2.728 109,04 144 95,89
2026-02-06 13F Gsa Capital Partners Llp 0 -100,00 0
2026-02-13 13F Great West Life Assurance Co /can/ 19.327 0,00 1 0,00
2026-02-17 13F D. E. Shaw & Co., Inc. 178.622 -2,56 9.422 -8,00
2026-02-20 13F Sunbelt Securities, Inc. 2.763 0,29 146 -5,23
2026-02-05 13F Thrivent Financial For Lutherans 27.823 54,97 1 0,00
2026-02-11 13F LPL Financial LLC 24.709 6,14 1.303 0,23
2026-01-30 13F Bogart Wealth, LLC 300 0,00 16 -6,25
2026-02-17 13F Cambria Investment Management, L.P. 7.597 -48,55 401 -51,46
2025-11-14 13F Nomura Holdings Inc 0 -100,00 0
2025-09-29 NP PEY - Invesco High Yield Equity Dividend Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 325.019 -44,87 17.704 -48,47
2026-01-12 13F DAVENPORT & Co LLC 133.210 -3,87 7.027 -9,24
2026-02-17 13F State Of Wisconsin Investment Board 0 -100,00 0
2025-09-26 NP PSL - Invesco DWA Consumer Staples Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22.551 -30,43 1.228 -34,61
2026-02-17 13F Boothbay Fund Management, Llc 10.576 558
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 6.692 0,00 353 -5,36
2026-01-30 13F Ares Financial Consulting, LLC 22 1
2026-02-09 13F Catalyst Funds Management Pty Ltd 0 -100,00 0
2025-10-30 13F Strs Ohio 0 -100,00 0
2026-02-10 13F Sittner & Nelson, Llc 3.250 44,44 188 49,60
2026-02-13 13F Quarry LP 26 -25,71 1 0,00
2025-09-25 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15.649 0,00 852 -6,48
2026-02-13 13F Mariner, LLC 7.377 37,02 389 29,67
2026-02-17 13F Grantham, Mayo, Van Otterloo & Co. LLC 14.955 0,00 789 -5,63
2025-09-25 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 209.895 0,00 11.433 -6,52
2026-02-05 13F Allworth Financial LP 329 -18,77 17 -22,73
2025-11-14 13F ExodusPoint Capital Management, LP 14.269 -71,56 797 39.750,00
2026-02-13 13F Transamerica Financial Advisors, Inc. 21 1
2025-09-25 NP VYM - Vanguard High Dividend Yield Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 91.452 1,31 4.981 -5,29
2026-01-30 13F Us Bancorp \de\ 2.067 7,15 109 1,87
2026-02-09 13F Legal & General Group Plc 62.946 -6,65 3.320 -11,87
2026-02-13 13F SRS Capital Advisors, Inc. 266 -73,08 14 -74,55
2025-11-13 13F Employees Retirement System of Texas 0 -100,00 0
2025-09-25 NP ROSC - Hartford Multifactor Small Cap ETF 4.268 12,37 232 9,43
2026-02-11 13F Simplex Trading, Llc Put 800 -63,64 42
2026-02-17 13F Citadel Advisors Llc Put 7.200 1,41 380 -4,29
2025-11-14 13F/A Skopos Labs, Inc. 0 -100,00 0 -100,00
2026-02-10 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 6.170 -2,65 325 -8,19
2026-02-05 13F Bessemer Group Inc 310 98,72 0
2026-01-23 13F Halbert Hargrove Global Advisors, Llc 0 -100,00 0
2026-02-11 13F Simplex Trading, Llc Call 2.100 -46,15 111
2026-02-17 13F Citadel Advisors Llc Call 22.900 15,66 1.208 9,13
2026-02-17 13F Citadel Advisors Llc 90.049 -56,87 4.750 -59,28
2026-01-30 13F New York State Teachers Retirement System 45.960 -0,48 2 0,00
2026-02-02 13F Truist Financial Corp 5.596 0,18 295 -5,45
2026-02-13 13F Arkadios Wealth Advisors 31.886 -1,54 1.682 -7,02
2026-02-12 13F Nuveen, LLC 58.173 47,98 3.069 39,71
2025-09-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 0 -100,00 0 -100,00
2025-09-29 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 404 -46,63 22 -50,00
2026-02-17 13F Numerai GP LLC 9.535 503
2026-02-17 13F Quantinno Capital Management LP 14.112 54,20 744 45,60
2026-01-28 13F Arizona State Retirement System 6.955 -5,22 367 -10,51
2025-09-25 NP PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 5.100 278
2025-11-14 13F Texas Permanent School Fund 0 -100,00 0
2025-11-14 13F Algert Global Llc 0 -100,00 0
2025-09-26 NP SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23.976 9,44 1.306 2,27
2025-09-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 31.140 5,15 1.696 -1,68
2026-02-11 13F Hilton Head Capital Partners, LLC 900 47
2026-02-12 13F DRW Securities, LLC 0 -100,00 0
2026-01-14 13F TrueMark Investments, LLC 0 -100,00 0
2026-02-12 13F Voya Investment Management Llc 23.703 1,64 1.250 -3,99
2026-02-09 13F Hartland & Co., LLC 0 -100,00 0
2025-09-25 NP DFUS - Dimensional U.S. Equity ETF 7.668 -19,96 418 -25,27
2025-11-14 13F Tudor Investment Corp Et Al 0 -100,00 0
2025-10-24 13F Meeder Asset Management Inc 0 -100,00 0
2026-02-17 13F Man Group plc 6.575 20,22 347 13,44
2026-02-17 13F Canada Pension Plan Investment Board 3.400 240,00 179 225,45
2026-02-13 13F Ubs Asset Management Americas Inc 27.172 -9,61 1.433 -14,65
2026-01-21 13F Yousif Capital Management, Llc 3.740 -2,30 204 -4,69
2026-02-17 13F Alliancebernstein L.p. 26.693 -0,03 1.408 -5,57
2025-09-26 NP SVPIX - Small-cap Value Profund Investor Class 67 -27,17 4 -40,00
2025-09-26 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 14.200 25,66 773 17,48
2026-02-09 13F Hantz Financial Services, Inc. 1.911 -4,78 0
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 1.043 55
2026-02-13 13F Sterling Capital Management LLC 1.395 -16,77 74 -21,51
2026-02-17 13F Cetera Investment Advisers 13.062 13,72 689 7,49
2026-02-13 13F Morgan Stanley 366.906 -0,22 19.354 -5,79
2026-02-19 13F Invesco Ltd. 853.722 4,65 45.034 -1,20
2025-10-30 13F Teacher Retirement System Of Texas 0 -100,00 0
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 277.359 1,41 14.631 -4,25
2025-09-29 NP CALF - Pacer US Small Cap Cash Cows 100 ETF 231.928 -81,26 12.633 -82,38
2025-09-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12.751 0,00 695 -6,59
2026-02-02 13F Horizon Investments, LLC 11.533 10,94 599 4,90
2025-10-15 13F Pacer Advisors, Inc. 0 -100,00 0
2025-09-23 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 1.814 -98,25 99 -98,38
2026-01-27 13F Godsey & Gibb Associates 42 0,00 2 0,00
2025-09-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 7 0,00 0
2026-02-04 13F Oregon Public Employees Retirement Fund 5.697 1,79 301 -3,85
2025-09-24 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.429 0,00 78 -7,23
2025-09-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.356 -2,28 401 -8,68
2026-02-17 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-02-06 13F Covestor Ltd 16 -44,83 0
2025-11-12 13F CIBC Bancorp USA Inc. 12.691 709
2025-09-26 NP PFM - Invesco Dividend Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 709 -1,66 39 -9,52
2026-02-12 13F New York State Common Retirement Fund 7.500 0,00 396 -5,73
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 12.239 -46,13 646 -49,17
2025-09-25 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48.926 -22,39 2.665 -27,47
2025-09-26 NP PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.332 -7,90 726 -13,88
2026-01-26 13F Patriot Financial Group Insurance Agency, LLC 0 -100,00 0
2026-02-06 13F Larson Financial Group LLC 4.098 2.526,92 216 2.600,00
2026-01-14 13F Exchange Traded Concepts, Llc 37.080 1,65 1.956 -4,03
2026-02-13 13F Toroso Investments, LLC 7.000 22,55 369 15,67
2026-02-17 13F Millennium Management Llc 163.780 -41,31 8.639 -44,59
2026-02-13 13F Heritage Wealth Advisors 18.356 1,63 968 -4,06
2026-02-13 13F Martingale Asset Management L P 33.614 -0,60 1.773 -6,14
2026-02-17 13F Jump Financial, LLC 14.769 -76,26 779 -77,58
2025-11-13 13F Renaissance Technologies Llc 0 -100,00 0
2026-02-13 13F Cornerstone Financial Management LLC 20 1
2025-09-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.418 -7,90 241 -13,98
2026-02-11 13F Allianz Asset Management GmbH 83.267 -21,90 4.392 -26,26
2026-01-05 13F GAMMA Investing LLC 1.357 16,88 72 10,94
2026-02-17 13F Advisor Group Holdings, Inc. 10.864 3,07 575 -1,20
2026-01-23 13F State of Alaska, Department of Revenue 13.688 1,23 1
2026-01-09 13F SG Americas Securities, LLC 24.016 130,75 1
2025-09-24 NP HSMV - First Trust Horizon Managed Volatility Small/Mid ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.809 121,97 207 165,38
2026-02-13 13F Barclays Plc 610.525 5,52 32.205 -0,37
2025-11-10 13F MAI Capital Management 0 -100,00 0 -100,00
2026-02-10 13F Goldman Sachs Group Inc 90.378 -1,18 4.767 -6,69
2026-02-13 13F Neuberger Berman Group LLC 53.690 -2,33 2.832 -7,78
2026-03-06 13F Hsbc Holdings Plc 15.711 -21,46 828 -25,70
2026-01-15 13F Adams Asset Advisors, LLC 142.083 -1,32 7.495 -6,84
2026-02-11 13F Taylor Hoffman Capital Management LLC 6.459 0,00 341 -5,56
2026-02-13 13F Virtus ETF Advisers LLC 4.570 0,00 241 -5,49
2025-10-15 13F Stephens Consulting, LLC 0 -100,00 0
2025-09-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 53.688 -7,85 2.924 -13,85
2026-01-23 13F Farther Finance Advisors, LLC 466 75,19 25 71,43
2026-01-26 13F Private Trust Co Na 193 0,00 10 0,00
2025-09-29 NP RSSL - Global X Russell 2000 ETF 12.391 -15,03 675 -20,61
2025-09-25 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 41.082 -15,39 2.238 -20,93
2026-02-12 13F Swiss National Bank 49.100 2,08 2.590 -3,61
2026-02-12 13F Wealthspire Advisors, LLC 0 -100,00 0
2026-02-17 13F Bank Of America Corp /de/ 54.389 -22,49 2.869 -26,81
2026-02-14 13F Rockefeller Capital Management L.P. 21 -82,05 1 -83,33
2026-02-17 13F Qube Research & Technologies Ltd 388.688 -16,20 20.503 -20,87
2026-02-04 13F Dogwood Wealth Management LLC 75 0,00 4 -25,00
2026-02-17 13F Aster Capital Management (DIFC) Ltd 555 1.634,38 29 2.800,00
2025-09-25 NP DFUV - Dimensional US Marketwide Value ETF 20.391 -6,69 1.111 -12,80
2026-02-17 13F Balyasny Asset Management Llc 5.028 -79,84 265 -80,98
2026-01-15 13F Fortitude Family Office, LLC 82 0,00 4 0,00
2026-02-17 13F Fmr Llc 2.446 -35,99 129 -39,44
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.810 9,23 208 1,97
2026-01-23 13F Ritholtz Wealth Management 5.279 -17,57 278 -22,13
2025-09-24 NP FSTA - Fidelity MSCI Consumer Staples Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38.638 -8,32 2.105 -14,30
2026-01-07 13F Massmutual Trust Co Fsb/adv 40 21,21 2 100,00
2026-01-27 13F Zurcher Kantonalbank (Zurich Cantonalbank) 9.273 135,77 489 123,29
2026-02-09 13F Cary Street Partner Investment Advisory Llc 23 -17,86 1 0,00
2026-02-11 13F Ameritas Investment Partners, Inc. 2.022 107
2026-02-17 13F Dark Forest Capital Management Lp 0 -100,00 0
2026-01-12 13F Byrne Asset Management LLC 2.093 110 214,29
2025-11-14 13F Walleye Capital LLC 0 -100,00 0
2026-02-10 13F Foundations Investment Advisors, LLC 21.682 228,42 1.144 210,60
2026-02-09 13F Cary Street Partners Financial Llc 11.605 -0,85 612 -6,28
2025-11-14 13F Oxford Asset Management Llp 0 -100,00 0 -100,00
2026-02-11 13F Lowe Brockenbrough & Co Inc 5.438 -3,12 287 -8,63
2026-02-10 13F Daiwa Securities Group Inc. 8.679 1,62 0
2026-01-14 13F ORG Partners LLC 130 0,00 7 -14,29
2026-02-02 13F Fifth Third Bancorp 126 -23,64 7 -33,33
2026-02-24 13F Bell Investment Advisors, Inc 11 0,00 1
2026-02-10 13F Quantbot Technologies LP 2.876 -55,55 152 -58,17
2026-02-11 13F Gilpin Wealth Management, Llc 2 0
2025-09-29 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2.719 -0,48 148 -6,92
2026-01-15 13F Nisa Investment Advisors, Llc 17.718 -17,97 935 -22,55
2026-02-03 13F International Assets Investment Management, Llc 46 2
2026-02-03 13F/A Broadwater Capital Management Llc 0 -100,00 0
2025-09-24 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35.024 -23,46 1.908 -28,47
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 23.476 50,84 1
2026-02-17 13F Creative Planning 47.084 153,90 2.484 139,67
2025-10-15 13F Harbor Capital Advisors, Inc. 0 -100,00 0
2025-09-26 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 68.900 15,90 3.753 18,85
2026-02-12 13F Quadrant Capital Group Llc 1.591 -0,25 84 -6,74
2025-09-25 NP DFSV - Dimensional US Small Cap Value ETF 115.926 0,00 6.314 0,00
2026-02-17 13F Public Employees Retirement System Of Ohio 1.163 -1,19 61 -6,15
2025-09-25 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 136.155 0,00 7.416 -6,52
2025-11-14 13F Gotham Asset Management, LLC 0 -100,00 0
2026-02-13 13F Kilter Group LLC 7 0
2026-01-26 13F KBC Group NV 1.141 0,00 0
2026-02-09 13F Geode Capital Management, Llc 624.381 0,94 32.943 -4,69
2026-02-11 13F Los Angeles Capital Management Llc 109 5
2026-02-17 13F Russell Investments Group, Ltd. 28.333 16,59 1.495 10,10
2025-09-25 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.466 -1,91 243 -8,30
2026-01-28 13F Mowery & Schoenfeld Wealth Management, LLC 12 0,00 1
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0 -100,00
2025-09-22 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 0 -100,00 0 -100,00
2026-02-17 13F Tower Research Capital LLC (TRC) 450 -76,04 24 -77,88
2025-09-24 NP FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.079 -1,66 113 -8,13
2026-02-06 13F Pnc Financial Services Group, Inc. 3.114 7,86 164 1,86
2026-02-12 13F Commonwealth Equity Services, Llc 5.384 -6,15 284
2026-02-17 13F Aqr Capital Management Llc 38.912 27,61 2.053 20,49
2026-02-13 13F First Trust Advisors Lp 261.038 13,01 13.770 6,70
2026-02-13 13F Victory Capital Management Inc 177.959 98,68 9.387 87,59
2026-02-17 13F Raymond James Financial Inc 39.875 12,52 2.103 6,27
2025-09-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.035 -16,73 56 -22,22
2025-11-06 13F Versor Investments LP 0 -100,00 0
2026-02-12 13F Advisors Asset Management, Inc. 113.298 -27,85 5.976 -31,87
2025-09-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 244.913 0,14 13.340 -6,39
2026-02-12 13F BRYN MAWR TRUST Co 900 0,00 47 -6,00
2025-11-14 13F Point72 Asset Management, L.P. 0 -100,00 0
2025-09-25 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8.062 -7,09 439 -13,07
2025-09-26 NP UAPIX - Ultrasmall-cap Profund Investor Class 268 8,94 15 0,00
2026-02-13 13F Prudential Financial Inc 345.597 15,93 18.230 9,46
2025-11-14 13F Cubist Systematic Strategies, LLC 0 -100,00 0 -100,00
2026-02-17 13F Aquatic Capital Management LLC 18.893 997
2026-02-17 13F Two Sigma Investments, Lp 258.403 0,41 13.631 -5,20
2026-02-11 13F Jpmorgan Chase & Co 49.781 12,18 2.626 5,89
2026-02-11 13F O'shaughnessy Asset Management, Llc 7.924 -22,73 418 -27,10
2025-09-25 NP DFAT - Dimensional U.S. Targeted Value ETF 188.424 -5,71 10.263 -11,86
2025-11-13 13F Marshall Wace, Llp 0 -100,00 0
2026-02-06 13F IFP Advisors, Inc 94 17,50 5 0,00
2026-02-18 13F Vident Advisory, LLC 5.847 -16,12 308 -20,82
2025-09-25 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 564.910 0,00 30.771 -6,52
2025-09-24 NP PJARX - SmallCap Value Fund II R-3 1.338 -28,83 73 -33,94
2025-11-14 13F Voloridge Investment Management, Llc 0 -100,00 0
2025-09-26 NP REBYX - U.S. Small Cap Equity Fund Class Y 5.528 -38,21 301 -33,41
2026-02-06 13F ProShare Advisors LLC 119.285 1,27 6.292 -4,39
2026-01-29 13F Dunhill Financial, LLC 1 0
2026-02-12 13F Alps Advisors Inc 10.428 -6,16 550 -11,29
2026-02-17 13F Brevan Howard Capital Management LP 0 -100,00 0
2025-11-12 13F Segall Bryant & Hamill, Llc 0 -100,00 0
2025-09-24 NP FYT - First Trust Small Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.872 -5,25 592 -11,38
2025-09-29 NP DIV - Global X SuperDividend U.S. ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 263.326 3,07 14.343 -3,65
2026-02-11 13F Illinois Municipal Retirement Fund 13.033 2,48 687 -3,24
2025-09-25 NP DFAC - Dimensional U.S. Core Equity 2 ETF 58.767 -0,37 3.201 -6,84
2026-02-11 13F Deutsche Bank Ag\ 20.028 4,38 1.056 -1,40
2026-02-09 13F Delta Asset Management Llc/tn 100 0,00 5 0,00
2026-02-11 13F Prestige Wealth Management Group LLC 7 0,00 0
2026-02-02 13F Cornerstone Planning Group LLC 6 0
2025-09-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 34.549 234,19 1.882 212,46
2025-11-14 13F Point72 (DIFC) Ltd 0 -100,00 0
2025-11-13 13F Dynamic Technology Lab Private Ltd 0 -100,00 0
2026-02-09 13F Jefferies Financial Group Inc. 13.946 -12,29 736 -17,23
2026-02-10 13F AdvisorShares Investments LLC 6.106 -9,62 322 -14,59
2026-02-11 13F Franklin Resources Inc 11.298 4,22 596 -1,65
2026-02-10 13F 3Chopt Investment Partners, LLC 7.800 0,00 411 -5,52
2026-02-17 13F Susquehanna Portfolio Strategies, LLC 25.049 7,28 1.321 1,30
2026-02-17 13F Susquehanna Fundamental Investments, Llc 0 -100,00 0
2025-09-26 NP FXSCX - Fidelity Flex Small Cap Focused Index Fund 3 0
2026-02-12 13F Steward Partners Investment Advisory, Llc 460 -6,12 24 -11,11
2026-02-13 13F Pathstone Holdings, LLC 0 -100,00 0
2026-02-06 13F Pzena Investment Management Llc 327.678 -2,91 17.285 -8,33
2026-02-13 13F Aigen Investment Management, Lp 0 -100,00 0
2026-02-03 13F SBI Securities Co., Ltd. 2.083 -1,88 110 -7,63
Other Listings
US:UVV 52,02 $
GB:0LJD 53,66 $
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