← All institutions
Institutional Holdings
UHTOwnership Summary
Institutions Holding
160
Total Shares Held
8,649,441
Total Value Held
$332,247,153
Quarter
2026-06-30
Active Positions
Increased Positions
3
63,563 shares
Decreased Positions
3
1,166 shares
Held Positions
1
151 shares
New Positions
153
8,584,561 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| LOS ANGELES CAPITAL MANAGEMENT LLC | 24,196 | $1,061,236 | ▲ +6,620 | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 4,420 | $173,308 | New position | 2025-12-31 | |
| Catalyst Funds Management Pty Ltd | 7,202 | $315,880 | New position | 0.02% | 2026-06-30 |
| Jump Financial, LLC | 4,963 | $217,677 | New position | 0.00% | 2026-06-30 |
| Russell Investments Group, Ltd. | 1,970 | $77,268 | New position | 2025-12-31 | |
| STRS OHIO | 2,500 | $98,025 | New position | 2025-12-31 | |
| NISA INVESTMENT ADVISORS, LLC | 1,013 | $44,430 | ▼ -4,843 | 0.00% | 2026-06-30 |
| TRUST CO OF VERMONT | 932 | $40,878 | ▲ +62 | 0.00% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 71 | $3,114 | ▼ -320 | 0.00% | 2026-06-30 |
| LSV ASSET MANAGEMENT | 7,000 | $274 | New position | 2025-12-31 | |
| HARBOR CAPITAL ADVISORS, INC. | 151 | $7 | Unchanged | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 2,228,031 | $87,361,076 | New position | 2025-12-31 | |
| VANGUARD GROUP INC | 1,609,289 | $63,100,221 | New position | 2025-12-31 | |
| STATE STREET CORP | 544,006 | $21,330,475 | New position | 2025-12-31 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 365,905 | $14,347,135 | New position | 2025-12-31 | |
| GEODE CAPITAL MANAGEMENT, LLC | 343,210 | $13,459,907 | New position | 2025-12-31 | |
| Bank of New York Mellon Corp | 294,822 | $11,559,973 | New position | 2025-12-31 | |
| RENAISSANCE TECHNOLOGIES LLC | 227,110 | $8,904,983 | New position | 2025-12-31 | |
| DIMENSIONAL FUND ADVISORS LP | 187,903 | $7,367,861 | New position | 2025-12-31 | |
| MORGAN STANLEY | 180,711 | $7,085,724 | New position | 2025-12-31 | |
| ProShare Advisors LLC | 152,766 | $5,989,954 | New position | 2025-12-31 | |
| AQR CAPITAL MANAGEMENT LLC | 133,871 | $5,249,073 | New position | 2025-12-31 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 130,948 | $5,134,471 | New position | 2025-12-31 | |
| Invesco Ltd. | 128,512 | $5,038,956 | New position | 2025-12-31 | |
| Qube Research & Technologies Ltd | 111,795 | $4,383,482 | New position | 2025-12-31 | |
| NORTHERN TRUST CORP | 109,970 | $4,311,924 | New position | 2025-12-31 | |
| CITADEL ADVISORS LLC | 82,171 | $3,221,925 | New position | 2025-12-31 | |
| STIFEL FINANCIAL CORP | 77,293 | $3,030,659 | New position | 2025-12-31 | |
| PANAGORA ASSET MANAGEMENT INC | 75,085 | $2,944,083 | New position | 2025-12-31 | |
| PRINCIPAL FINANCIAL GROUP INC | 71,940 | $2,820,768 | New position | 2025-12-31 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 68,755 | $2,695,884 | New position | 2025-12-31 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 61,016 | $2,392,437 | New position | 2025-12-31 | |
| MILLENNIUM MANAGEMENT LLC | 56,602 | $2,219,364 | New position | 2025-12-31 | |
| MOORE CAPITAL MANAGEMENT, LP | 50,942 | $1,997,436 | New position | 2025-12-31 | |
| LPL Financial LLC | 50,112 | $1,964,881 | New position | 2025-12-31 | |
| JPMORGAN CHASE & CO | 40,469 | $1,586,791 | New position | 2025-12-31 | |
| TWO SIGMA INVESTMENTS, LP | 39,299 | $1,540,914 | New position | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 39,275 | $1,539,987 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 38,435 | $1,507,036 | ▲ +6,807 | 2025-12-31 | |
| WealthTrust Axiom LLC | 35,968 | $1,410,305 | New position | 2025-12-31 | |
| Nuveen, LLC | 35,932 | $1,408,894 | New position | 2025-12-31 | |
| UBS Group AG | 33,664 | $1,319,966 | New position | 2025-12-31 | |
| IEQ CAPITAL, LLC | 33,257 | $1,304,011 | New position | 2025-12-31 | |
| BARCLAYS PLC | 31,314 | $1,227,822 | New position | 2025-12-31 | |
| RHUMBLINE ADVISERS | 29,665 | $1,163,147 | New position | 2025-12-31 | |
| ALPS ADVISORS INC | 26,395 | $1,034,948 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 25,115 | $984,733 | New position | 2025-12-31 | |
| Quantinno Capital Management LP | 24,027 | $942,104 | New position | 2025-12-31 | |
| FMR LLC | 23,754 | $931,384 | New position | 2025-12-31 | |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 22,338 | $876,000 | New position | 2025-12-31 | |
| MACQUARIE GROUP LTD | 22,338 | $875,873 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 21,909 | $859,039 | New position | 2025-12-31 | |
| Legal & General Group Plc | 21,386 | $838,545 | New position | 2025-12-31 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,799 | $815,529 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 19,579 | $767,693 | New position | 2025-12-31 | |
| Independent Wealth Network Inc. | 18,800 | $737,148 | New position | 2025-12-31 | |
| NOMURA ASSET MANAGEMENT CO LTD | 18,720 | $734,011 | New position | 2025-12-31 | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 17,553 | $688,253 | New position | 2025-12-31 | |
| Asset Management One Co., Ltd. | 17,417 | $684,488 | New position | 2025-12-31 | |
| Wilkinson Global Asset Management LLC | 17,000 | $666,570 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 15,309 | $600,252 | New position | 2025-12-31 | |
| TWO SIGMA ADVISERS, LP | 15,200 | $595,992 | New position | 2025-12-31 | |
| Horizon Investments, LLC | 15,147 | $593,914 | New position | 2025-12-31 | |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 14,400 | $564,624 | New position | 2025-12-31 | |
| CITIGROUP INC | 14,326 | $561,722 | New position | 2025-12-31 | |
| BAILARD, INC. | 13,800 | $541,098 | New position | 2025-12-31 | |
| ALLIANCEBERNSTEIN L.P. | 13,705 | $537,373 | New position | 2025-12-31 | |
| MACKENZIE FINANCIAL CORP | 13,358 | $526,870 | New position | 2025-12-31 | |
| Total Wealth Planning & Management, Inc. | 12,701 | $498,006 | New position | 2025-12-31 | |
| PRUDENTIAL FINANCIAL INC | 12,081 | $473,696 | New position | 2025-12-31 | |
| MARTINGALE ASSET MANAGEMENT L P | 12,077 | $473,540 | New position | 2025-12-31 | |
| Creative Planning | 11,554 | $453,032 | New position | 2025-12-31 | |
| Mitsubishi UFJ Asset Management Co., Ltd. | 10,742 | $421,731 | New position | 2025-12-31 | |
| Crestwood Advisors Group, LLC | 10,250 | $401,903 | New position | 2025-12-31 | |
| QUADRANT CAPITAL GROUP LLC | 10,179 | $399,119 | New position | 2025-12-31 | |
| Cannell & Spears LLC | 9,983 | $391,433 | New position | 2025-12-31 | |
| MERCER GLOBAL ADVISORS INC /ADV | 9,571 | $375,275 | New position | 2025-12-31 | |
| Truvestments Capital LLC | 9,421 | $369,404 | New position | 2025-12-31 | |
| FJ Capital Management LLC | 9,409 | $368,927 | New position | 2025-12-31 | |
| Quadrature Capital Ltd | 9,250 | $362,693 | New position | 2025-12-31 | |
| DEUTSCHE BANK AG\ | 9,125 | $357,791 | New position | 2025-12-31 | |
| HighTower Advisors, LLC | 8,867 | $347,675 | New position | 2025-12-31 | |
| VARCOV Co. | 7,844 | $307,563 | New position | 2025-12-31 | |
| Engineers Gate Manager LP | 7,828 | $306,936 | New position | 2025-12-31 | |
| Mariner, LLC | 7,588 | $297,901 | New position | 2025-12-31 | |
| GUGGENHEIM CAPITAL LLC | 7,224 | $283,253 | New position | 2025-12-31 | |
| ExodusPoint Capital Management, LP | 6,869 | $269,333 | New position | 2025-12-31 | |
| Illinois Municipal Retirement Fund | 6,821 | $267,451 | New position | 2025-12-31 | |
| Artisan Partners Limited Partnership | 6,543 | $256,551 | New position | 2025-12-31 | |
| PharVision Advisers, LLC | 6,161 | $241,573 | New position | 2025-12-31 | |
| Ballentine Partners, LLC | 5,917 | $232,006 | New position | 2025-12-31 | |
| Resona Asset Management Co.,Ltd. | 5,618 | $220,744 | New position | 2025-12-31 | |
| NEW YORK STATE COMMON RETIREMENT FUND | 5,609 | $219,929 | New position | 2025-12-31 | |
| CAPTRUST FINANCIAL ADVISORS | 5,571 | $218,420 | New position | 2025-12-31 | |
| AlphaQuest LLC | 5,452 | $213,773 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 5,410 | $212,125 | New position | 2025-12-31 | |
| VICTORY CAPITAL MANAGEMENT INC | 5,361 | $210,205 | New position | 2025-12-31 | |
| Arrow Investment Advisors, LLC | 5,185 | $203,304 | New position | 2025-12-31 | |
| Joel Isaacson & Co., LLC | 5,125 | $200,951 | New position | 2025-12-31 | |
| State of Tennessee, Department of Treasury | 5,055 | $200,836 | New position | 2025-12-31 | |
| ROTHSCHILD INVESTMENT LLC | 5,057 | $198,285 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 3,921 | $153,758 | New position | 2025-12-31 | |
| Police & Firemen's Retirement System of New Jersey | 3,784 | $148,371 | New position | 2025-12-31 | |
| Eurizon Capital SGR S.p.A. | 3,082 | $121,656 | New position | 2025-12-31 | |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2,875 | $112,729 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 2,579 | $102,000 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 1,176 | $46,111 | New position | 2025-12-31 | |
| Ameritas Investment Partners, Inc. | 1,078 | $42,268 | New position | 2025-12-31 | |
| JONES FINANCIAL COMPANIES LLLP | 992 | $38,900 | New position | 2025-12-31 | |
| MAI Capital Management | 863 | $33,839 | New position | 2025-12-31 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 795 | $31,172 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 570 | $22,349 | New position | 2025-12-31 | |
| Larson Financial Group LLC | 550 | $21,566 | New position | 2025-12-31 | |
| Parallel Advisors, LLC | 502 | $19,717 | New position | 2025-12-31 | |
| BARRETT & COMPANY, INC. | 500 | $19,605 | New position | 2025-12-31 | |
| HARBOUR INVESTMENTS, INC. | 482 | $18,897 | New position | 2025-12-31 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 443 | $17,370 | New position | 2025-12-31 | |
| Quarry LP | 416 | $16,311 | New position | 2025-12-31 | |
| Tower Research Capital LLC (TRC) | 332 | $13,018 | New position | 2025-12-31 | |
| EverSource Wealth Advisors, LLC | 277 | $10,860 | New position | 2025-12-31 | |
| Salomon & Ludwin, LLC | 213 | $8,414 | New position | 2025-12-31 | |
| Gould Capital, LLC | 200 | $7,842 | New position | 2025-12-31 | |
| Sterling Capital Management LLC | 192 | $7,528 | New position | 2025-12-31 | |
| Pinnacle Wealth Planning Services, Inc. | 187 | $7,332 | New position | 2025-12-31 | |
| POM Investment Strategies, LLC | 151 | $5,921 | New position | 2025-12-31 | |
| Arax Advisory Partners | 149 | $5,843 | New position | 2025-12-31 | |
| Millstone Evans Group, LLC | 140 | $5,489 | New position | 2025-12-31 | |
| NewEdge Advisors, LLC | 121 | $4,744 | New position | 2025-12-31 | |
| FIFTH THIRD BANCORP | 110 | $4,313 | New position | 2025-12-31 | |
| Smartleaf Asset Management LLC | 103 | $4,076 | New position | 2025-12-31 | |
| Optiver Holding B.V. | 102 | $3,999 | New position | 2025-12-31 | |
| UMB Bank, n.a. | 95 | $3,725 | New position | 2025-12-31 | |
| IFP Advisors, Inc | 82 | $3,215 | ▼ -72 | 2025-12-31 | |
| Gen-Wealth Partners Inc | 80 | $3,137 | New position | 2025-12-31 | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 69 | $2,713 | New position | 2025-12-31 | |
| Physician Wealth Advisors, Inc. | 37 | $1,451 | New position | 2025-12-31 | |
| Cornerstone Planning Group LLC | 30 | $1,146 | New position | 2025-12-31 | |
| Penserra Capital Management LLC | 28,217 | $1,106 | New position | 2025-12-31 | |
| CANADA LIFE ASSURANCE Co | 25,882 | $1,014 | New position | 2025-12-31 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 20,621 | $809 | New position | 2025-12-31 | |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 19,919 | $781 | New position | 2025-12-31 | |
| ALGERT GLOBAL LLC | 18,104 | $710 | New position | 2025-12-31 | |
| CWM, LLC | 16,384 | $642 | New position | 2025-12-31 | |
| Golden State Wealth Management, LLC | 16 | $627 | New position | 2025-12-31 | |
| GSA CAPITAL PARTNERS LLP | 12,955 | $508 | New position | 2025-12-31 | |
| FARMERS & MERCHANTS INVESTMENTS INC | 9 | $353 | New position | 2025-12-31 | |
| THRIVENT FINANCIAL FOR LUTHERANS | 8,771 | $344 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 7 | $274 | New position | 2025-12-31 | |
| Clearstead Advisors, LLC | 6 | $236 | New position | 2025-12-31 | |
| HRT FINANCIAL LP | 5,353 | $209 | New position | 2025-12-31 | |
| Daiwa Securities Group Inc. | 4,838 | $190 | New position | 2025-12-31 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 3,796 | $149 | New position | 2025-12-31 | |
| AMALGAMATED BANK | 3,721 | $146 | New position | 2025-12-31 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 3,169 | $124 | New position | 2025-12-31 | |
| CIBC Private Wealth Group LLC | 3 | $118 | New position | 2025-12-31 | |
| Sunbelt Securities, Inc. | 3 | $118 | New position | 2025-12-31 | |
| GILPIN WEALTH MANAGEMENT, LLC | 2 | $79 | New position | 2025-12-31 | |
| HANTZ FINANCIAL SERVICES, INC. | 1,758 | $69 | New position | 2025-12-31 | |
| BESSEMER GROUP INC | 344 | $13 | New position | 2025-12-31 | |
| Covestor Ltd | 1 | $0 | New position | 2025-12-31 |