← All institutions
Institutional Holdings
ULBIOwnership Summary
Institutions Holding
53
Total Shares Held
5,342,343
Total Value Held
$29,294,151
Quarter
2026-06-30
Active Positions
Increased Positions
10
2,046,209 shares
Decreased Positions
15
1,724,717 shares
Held Positions
17
894,035 shares
New Positions
10
677,382 shares
Sold Out Positions
1
129 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Visionary Wealth Advisors | 1,109,170 | $7,009,955 | ▲ +3,016 | 0.28% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 963,733 | $6,090,519 | ▼ -31,113 | 0.00% | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 464,730 | $2,937,094 | New position | 0.00% | 2026-06-30 |
| Truffle Hound Capital, LLC | 250,000 | $1,580,000 | Unchanged | 0.34% | 2026-06-30 |
| RBF Capital, LLC | 218,714 | $1,382,272 | Unchanged | 0.06% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 171,790 | $1,085,713 | ▼ -26,300 | 0.00% | 2026-06-30 |
| Connor, Clark & Lunn Investment Management Ltd. | 155,043 | $979,872 | ▲ +22 | 0.00% | 2026-06-30 |
| BlackRock, Inc. | 154,406 | $975,845 | ▲ +8,133 | 0.00% | 2026-06-30 |
| RAYMOND JAMES FINANCIAL INC | 136,696 | $863,919 | ▼ -2,637 | 0.00% | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 126,753 | $801,079 | Unchanged | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 125,776 | $795,477 | ▼ -1,563 | 0.00% | 2026-06-30 |
| Teton Advisors, LLC | 109,000 | $688,880 | Unchanged | 0.40% | 2026-06-30 |
| Russell Investments Group, Ltd. | 72,434 | $457,786 | ▼ -9,301 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 63,496 | $401,295 | New position | 0.00% | 2026-06-30 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 59,579 | $376,539 | Unchanged | 0.01% | 2026-06-30 |
| Ancora Advisors LLC | 56,169 | $354,988 | New position | 0.01% | 2026-06-30 |
| TWO SIGMA INVESTMENTS, LP | 51,106 | $322,990 | ▼ -11,119 | 0.00% | 2026-06-30 |
| Maridea Wealth Management LLC | 42,708 | $269,915 | New position | 0.03% | 2026-06-30 |
| STATE STREET CORP | 42,470 | $268,410 | ▼ -350 | 0.00% | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 36,521 | $230,812 | New position | 0.00% | 2026-06-30 |
| Man Group plc | 33,727 | $213,155 | ▲ +10,637 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 25,283 | $159,789 | ▼ -16,018 | 0.00% | 2026-06-30 |
| MARSHALL WACE, LLP | 24,435 | $154,430 | ▲ +13,357 | 0.00% | 2026-06-30 |
| NORTHERN TRUST CORP | 24,095 | $152,280 | ▼ -5,136 | 0.00% | 2026-06-30 |
| Walleye Capital LLC | 23,296 | $147,231 | ▼ -9,584 | 0.00% | 2026-06-30 |
| Pitti Group Wealth Management, LLC | 20,443 | $129,200 | Unchanged | 0.09% | 2026-06-30 |
| AMERICAN CENTURY COMPANIES INC | 13,747 | $86,881 | Unchanged | 0.00% | 2026-06-30 |
| Qube Research & Technologies Ltd | 11,160 | $70,531 | New position | 0.00% | 2026-06-30 |
| Bank of New York Mellon Corp | 10,403 | $65,747 | Unchanged | 0.00% | 2026-06-30 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,302 | $65,109 | ▼ -6,200 | 0.00% | 2026-06-30 |
| UBS Group AG | 8,853 | $55,951 | ▼ -3,833 | 0.00% | 2026-06-30 |
| IFP Advisors, Inc | 6,000 | $37,920 | ▲ +3,000 | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 5,167 | $32,655 | ▼ -537 | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 2,663 | $16,058 | ▲ +160 | 0.00% | 2026-06-30 |
| Vanguard Global Advisers, LLC | 2,046 | $12,931 | New position | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 666 | $4,000 | ▼ -666 | 0.00% | 2026-06-30 |
| Janney Montgomery Scott LLC | 560,350 | $3,541 | ▲ +42,350 | 0.01% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 535 | $3,381 | New position | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 382 | $2,414 | ▲ +82 | 0.00% | 2026-06-30 |
| Smartleaf Asset Management LLC | 300 | $1,809 | Unchanged | 0.00% | 2026-06-30 |
| FMR LLC | 266 | $1,682 | Unchanged | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 236 | $1,492 | Unchanged | 0.00% | 2026-06-30 |
| GAMMA Investing LLC | 142 | $897 | Unchanged | 0.00% | 2026-06-30 |
| ACADIAN ASSET MANAGEMENT LLC | 83,799 | $528 | Unchanged | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 67 | $423 | Unchanged | 0.00% | 2026-06-30 |
| LSV ASSET MANAGEMENT | 63,050 | $398 | ▼ -1,450 | 0.00% | 2026-06-30 |
| Caitong International Asset Management Co., Ltd | 33 | $209 | ▲ +1 | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 16 | $101 | New position | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 3 | $19 | Unchanged | 0.00% | 2026-06-30 |
| GROUP ONE TRADING LLC | 3 | $19 | Unchanged | 0.00% | 2026-06-30 |
| CITIGROUP INC | 1 | $6 | New position | 0.00% | 2026-06-30 |
| Capital Advisors, Ltd. LLC | 580 | $4 | Unchanged | 0.00% | 2026-06-30 |
| Optiver Holding B.V. | 0 | $0 | Sold out | 2026-06-30 |