← All institutions
Institutional Holdings
UVSPOwnership Summary
Institutions Holding
199
Total Shares Held
22,139,239
Total Value Held
$717,936,701
Quarter
2025-12-31
Active Positions
Increased Positions
5
4,617 shares
Decreased Positions
5
215,157 shares
Held Positions
5
8,238 shares
New Positions
180
21,911,227 shares
Sold Out Positions
4
408 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 778,841 | $25,501,894 | New position | 2025-12-31 | |
| Neuberger Berman Group LLC | 205,276 | $6,720,749 | New position | 2025-12-31 | |
| Bank of New York Mellon Corp | 142,170 | $4,654,658 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 59,385 | $1,944,264 | New position | 2025-12-31 | |
| BNP PARIBAS FINANCIAL MARKETS | 25,582 | $837,555 | New position | 2025-12-31 | |
| Campbell & CO Investment Adviser LLC | 38,272 | $1,253,025 | New position | 2025-12-31 | |
| Russell Investments Group, Ltd. | 24,931 | $816,238 | New position | 2025-12-31 | |
| RHUMBLINE ADVISERS | 36,734 | $1,202,664 | New position | 2025-12-31 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 26,842 | $878,807 | New position | 2025-12-31 | |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 22,875 | $1,000,781 | ▼ -3,797 | 0.02% | 2026-06-30 |
| GABELLI FUNDS LLC | 19,597 | $641,606 | New position | 2025-12-31 | |
| STRS OHIO | 20,000 | $654,800 | New position | 2025-12-31 | |
| KLP KAPITALFORVALTNING AS | 17,300 | $566,402 | New position | 2025-12-31 | |
| MetLife Investment Management, LLC | 15,876 | $519,780 | New position | 2025-12-31 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 17,012 | $504,917 | New position | 2025-12-31 | |
| CARY STREET PARTNERS FINANCIAL LLC | 11,988 | $392,487 | New position | 2025-12-31 | |
| Sterling Capital Management LLC | 17,427 | $570,560 | New position | 2025-12-31 | |
| PANAGORA ASSET MANAGEMENT INC | 9,651 | $422,231 | New position | 0.00% | 2026-06-30 |
| NEW YORK STATE COMMON RETIREMENT FUND | 9,314 | $304,940 | New position | 2025-12-31 | |
| Cornerstone Investment Partners, LLC | 6,520 | $213,465 | New position | 2025-12-31 | |
| Police & Firemen's Retirement System of New Jersey | 8,022 | $262,640 | New position | 2025-12-31 | |
| TRUST CO OF VERMONT | 7,004 | $306,425 | Unchanged | 0.01% | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 5,387 | $235,681 | New position | 0.00% | 2026-06-30 |
| NISA INVESTMENT ADVISORS, LLC | 3,414 | $149,363 | ▲ +2,413 | 0.00% | 2026-06-30 |
| Battery Global Advisors, LLC | 59 | $19,518 | New position | 2025-12-31 | |
| Parallel Advisors, LLC | 2,258 | $73,927 | New position | 2025-12-31 | |
| GAMMA Investing LLC | 734 | $32,113 | Unchanged | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 719 | $31,475 | ▲ +203 | 0.00% | 2026-06-30 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 550 | $18,007 | New position | 2025-12-31 | |
| Cedar Mountain Advisors, LLC | 434 | $18,988 | Unchanged | 0.00% | 2026-06-30 |
| Synergy Investment Management, LLC | 397 | $17,710 | New position | 0.00% | 2026-06-30 |
| Essential Partners LLC | 254 | $11,113 | ▼ -243 | 0.01% | 2026-06-30 |
| ROTHSCHILD INVESTMENT LLC | 107 | $3,503 | New position | 2025-12-31 | |
| FIRST HORIZON CORP | 202 | $6,613 | New position | 2025-12-31 | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 201 | $8,794 | ▲ +102 | 0.00% | 2026-06-30 |
| MassMutual Private Wealth & Trust, FSB | 193 | $8,444 | ▼ -1 | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 601 | $19,676 | New position | 2025-12-31 | |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 86 | $2,816 | New position | 2025-12-31 | |
| HARBOUR INVESTMENTS, INC. | 46 | $1,506 | New position | 2025-12-31 | |
| AMERIFLEX GROUP, INC. | 81 | $3,544 | New position | 0.00% | 2026-06-30 |
| PRIVATE TRUST CO NA | 124 | $4,060 | New position | 2025-12-31 | |
| Basecamp Wealth Advisors LLC | 41 | $1,794 | ▲ +11 | 0.00% | 2026-06-30 |
| Jackson Creek Investment Advisors LLC | 35,657 | $1,577 | New position | 0.52% | 2026-06-30 |
| Versant Capital Management, Inc | 33 | $1,444 | Unchanged | 0.00% | 2026-06-30 |
| RAFFA WEALTH MANAGEMENT, LLC | 33 | $1,444 | Unchanged | 0.00% | 2026-06-30 |
| PNC FINANCIAL SERVICES GROUP, INC. | 7,008 | $229,443 | New position | 2025-12-31 | |
| LSV ASSET MANAGEMENT | 14,900 | $488 | New position | 2025-12-31 | |
| Fortitude Family Office, LLC | 16 | $700 | New position | 0.00% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 9,600 | $314 | New position | 2025-12-31 | |
| SBI Securities Co., Ltd. | 5 | $164 | New position | 2025-12-31 | |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2,566 | $112 | New position | 0.00% | 2026-06-30 |
| HARBOR CAPITAL ADVISORS, INC. | 539 | $24 | ▼ -284 | 0.00% | 2026-06-30 |
| Covestor Ltd | 22 | $1 | New position | 2025-12-31 | |
| NATIXIS ADVISORS, LLC | 12,624 | $413 | New position | 2025-12-31 | |
| Quantbot Technologies LP | 5,447 | $178,335 | New position | 2025-12-31 | |
| Bogart Wealth, LLC | 440 | $14,406 | New position | 2025-12-31 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Rossby Financial, LCC | 0 | $0 | Sold out | 2026-06-30 | |
| Root Financial Partners, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| BlackRock, Inc. | 3,097,835 | $101,423,114 | New position | 2025-12-31 | |
| FMR LLC | 2,552,384 | $83,565,051 | New position | 2025-12-31 | |
| DIMENSIONAL FUND ADVISORS LP | 1,879,270 | $61,527,742 | New position | 2025-12-31 | |
| VANGUARD GROUP INC | 1,663,013 | $54,447,045 | New position | 2025-12-31 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,195,475 | $39,139,852 | New position | 2025-12-31 | |
| STATE STREET CORP | 858,308 | $28,101,004 | New position | 2025-12-31 | |
| PZENA INVESTMENT MANAGEMENT LLC | 856,235 | $28,033,134 | New position | 2025-12-31 | |
| AMERICAN CENTURY COMPANIES INC | 701,363 | $22,962,625 | New position | 2025-12-31 | |
| RENAISSANCE TECHNOLOGIES LLC | 635,230 | $20,797,430 | New position | 2025-12-31 | |
| UNIVEST FINANCIAL Corp | 617,526 | $20,217,790 | New position | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 379,679 | $12,430,697 | New position | 2025-12-31 | |
| Leeward Investments, LLC - MA | 337,535 | $11,050,896 | New position | 2025-12-31 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 333,121 | $10,906,382 | New position | 2025-12-31 | |
| AQR CAPITAL MANAGEMENT LLC | 324,736 | $10,631,844 | New position | 2025-12-31 | |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 314,159 | $10,285,566 | New position | 2025-12-31 | |
| NORTHERN TRUST CORP | 290,635 | $9,515,391 | New position | 2025-12-31 | |
| MORGAN STANLEY | 274,876 | $8,999,481 | New position | 2025-12-31 | |
| ENDEAVOUR CAPITAL ADVISORS INC | 246,703 | $8,077,056 | New position | 2025-12-31 | |
| SEI INVESTMENTS CO | 242,525 | $7,939,989 | New position | 2025-12-31 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 234,973 | $7,693,016 | New position | 2025-12-31 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 223,367 | $7,313,036 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 191,296 | $6,263,032 | ▼ -4,648 | 2025-12-31 | |
| Nuveen, LLC | 156,518 | $5,124,400 | New position | 2025-12-31 | |
| TWO SIGMA INVESTMENTS, LP | 140,024 | $4,584,386 | New position | 2025-12-31 | |
| JPMORGAN CHASE & CO | 135,563 | $4,438,333 | New position | 2025-12-31 | |
| Empowered Funds, LLC | 123,230 | $4,034,550 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 94,919 | $3,107,644 | New position | 2025-12-31 | |
| Point72 Asset Management, L.P. | 91,440 | $2,993,746 | New position | 2025-12-31 | |
| PRUDENTIAL FINANCIAL INC | 90,521 | $2,963,658 | New position | 2025-12-31 | |
| State of New Jersey Common Pension Fund D | 88,187 | $2,887,242 | New position | 2025-12-31 | |
| TWO SIGMA ADVISERS, LP | 83,080 | $2,720,039 | New position | 2025-12-31 | |
| ROYCE & ASSOCIATES LP | 78,556 | $2,571,923 | New position | 2025-12-31 | |
| MARTINGALE ASSET MANAGEMENT L P | 78,323 | $2,564,296 | New position | 2025-12-31 | |
| MILLENNIUM MANAGEMENT LLC | 75,789 | $2,481,332 | New position | 2025-12-31 | |
| Creative Planning | 75,509 | $2,472,166 | New position | 2025-12-31 | |
| BARCLAYS PLC | 68,638 | $2,247,208 | New position | 2025-12-31 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 57,539 | $1,883,826 | New position | 2025-12-31 | |
| Swiss National Bank | 56,878 | $1,862,186 | New position | 2025-12-31 | |
| Trexquant Investment LP | 55,843 | $1,828,300 | New position | 2025-12-31 | |
| FRANKLIN RESOURCES INC | 52,038 | $1,703,725 | New position | 2025-12-31 | |
| UBS Group AG | 50,376 | $1,649,310 | New position | 2025-12-31 | |
| Qube Research & Technologies Ltd | 48,746 | $1,595,944 | New position | 2025-12-31 | |
| LOGAN CAPITAL MANAGEMENT INC | 48,600 | $1,591,164 | New position | 2025-12-31 | |
| BLB&B Advisors, LLC | 47,834 | $1,566,094 | New position | 2025-12-31 | |
| Bernardo Wealth Planning LLC | 47,024 | $1,539,552 | New position | 2025-12-31 | |
| Y-Intercept (Hong Kong) Ltd | 46,011 | $1,506,400 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 43,311 | $1,418,002 | New position | 2025-12-31 | |
| Invesco Ltd. | 38,964 | $1,275,681 | New position | 2025-12-31 | |
| Smartleaf Asset Management LLC | 38,049 | $1,254,492 | New position | 2025-12-31 | |
| Connor, Clark & Lunn Investment Management Ltd. | 37,721 | $1,234,986 | New position | 2025-12-31 | |
| Compass Ion Advisors, LLC | 37,248 | $1,219,492 | New position | 2025-12-31 | |
| ALLIANCEBERNSTEIN L.P. | 35,306 | $1,155,918 | New position | 2025-12-31 | |
| AlphaQuest LLC | 35,232 | $1,153,496 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 33,581 | $1,099,435 | New position | 2025-12-31 | |
| LPL Financial LLC | 31,023 | $1,015,696 | New position | 2025-12-31 | |
| Integrated Quantitative Investments LLC | 24,013 | $786,186 | New position | 2025-12-31 | |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 23,740 | $777,248 | New position | 2025-12-31 | |
| Legal & General Group Plc | 22,451 | $735,045 | New position | 2025-12-31 | |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 22,333 | $731,183 | New position | 2025-12-31 | |
| Man Group plc | 21,711 | $710,818 | New position | 2025-12-31 | |
| Allianz Asset Management GmbH | 21,213 | $694,514 | New position | 2025-12-31 | |
| HUSSMAN STRATEGIC ADVISORS, INC. | 21,000 | $687,540 | New position | 2025-12-31 | |
| VICTORY CAPITAL MANAGEMENT INC | 20,600 | $674,444 | New position | 2025-12-31 | |
| IEQ CAPITAL, LLC | 19,626 | $642,555 | New position | 2025-12-31 | |
| Quantinno Capital Management LP | 19,406 | $635,372 | New position | 2025-12-31 | |
| Global Retirement Partners, LLC | 19,262 | $630,638 | New position | 2025-12-31 | |
| Savant Capital, LLC | 18,889 | $618,440 | New position | 2025-12-31 | |
| CANADA PENSION PLAN INVESTMENT BOARD | 18,400 | $602,416 | New position | 2025-12-31 | |
| CITIGROUP INC | 18,161 | $594,591 | New position | 2025-12-31 | |
| DEUTSCHE BANK AG\ | 17,731 | $580,513 | New position | 2025-12-31 | |
| Verition Fund Management LLC | 17,718 | $580,087 | New position | 2025-12-31 | |
| Squarepoint Ops LLC | 17,106 | $560,050 | New position | 2025-12-31 | |
| Brandywine Global Investment Management, LLC | 16,956 | $555,139 | New position | 2025-12-31 | |
| INTECH INVESTMENT MANAGEMENT LLC | 15,823 | $518,045 | New position | 2025-12-31 | |
| Hendershot Investments Inc. | 15,358 | $502,820 | New position | 2025-12-31 | |
| Legato Capital Management LLC | 14,720 | $481,933 | New position | 2025-12-31 | |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,471 | $473,781 | New position | 2025-12-31 | |
| Summit Financial, LLC | 14,308 | $468,454 | New position | 2025-12-31 | |
| Rafferty Asset Management, LLC | 13,483 | $441,433 | New position | 2025-12-31 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 13,230 | $433,150 | New position | 2025-12-31 | |
| CITADEL ADVISORS LLC | 13,186 | $431,709 | New position | 2025-12-31 | |
| JANUS HENDERSON GROUP PLC | 13,179 | $431,283 | New position | 2025-12-31 | |
| FIRST MANHATTAN CO. LLC. | 12,434 | $407,089 | New position | 2025-12-31 | |
| Insight Advisors, LLC/ PA | 11,750 | $384,695 | New position | 2025-12-31 | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11,749 | $384,662 | New position | 2025-12-31 | |
| FIRST TRUST ADVISORS LP | 11,582 | $379,194 | New position | 2025-12-31 | |
| Abacus Wealth Partners, LLC | 11,515 | $377,001 | New position | 2025-12-31 | |
| Polymer Capital Management (US) LLC | 11,117 | $363,971 | New position | 2025-12-31 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 10,640 | $348,350 | New position | 2025-12-31 | |
| Cerity Partners LLC | 10,448 | $342,068 | New position | 2025-12-31 | |
| WealthTrust Axiom LLC | 10,227 | $334,831 | New position | 2025-12-31 | |
| OCCUDO QUANTITATIVE STRATEGIES LP | 10,005 | $327,564 | New position | 2025-12-31 | |
| MERCER GLOBAL ADVISORS INC /ADV | 8,536 | $279,469 | New position | 2025-12-31 | |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 8,278 | $271,022 | New position | 2025-12-31 | |
| QUADRANT CAPITAL GROUP LLC | 8,278 | $271,022 | New position | 2025-12-31 | |
| Empower Advisory Group, LLC | 8,217 | $269,025 | New position | 2025-12-31 | |
| COMERICA BANK | 8,212 | $268,861 | New position | 2025-12-31 | |
| Arizona State Retirement System | 8,020 | $262,575 | New position | 2025-12-31 | |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7,868 | $257,599 | New position | 2025-12-31 | |
| HighTower Advisors, LLC | 6,616 | $216,595 | New position | 2025-12-31 | |
| Mariner, LLC | 6,429 | $210,591 | New position | 2025-12-31 | |
| Snowden Capital Advisors LLC | 6,136 | $200,893 | New position | 2025-12-31 | |
| Wilmington Savings Fund Society, FSB | 2,802 | $91,737 | New position | 2025-12-31 | |
| Ameritas Investment Partners, Inc. | 2,408 | $78,838 | New position | 2025-12-31 | |
| Tower Research Capital LLC (TRC) | 1,868 | $61,158 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 1,761 | $57,000 | New position | 2025-12-31 | |
| Aquatic Capital Management LLC | 1,375 | $45,018 | New position | 2025-12-31 | |
| Arax Advisory Partners | 667 | $21,838 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 616 | $20,168 | New position | 2025-12-31 | |
| Pinnacle Wealth Planning Services, Inc. | 557 | $18,236 | New position | 2025-12-31 | |
| WPG Advisers, LLC | 507 | $16,599 | New position | 2025-12-31 | |
| Allworth Financial LP | 352 | $11,525 | New position | 2025-12-31 | |
| IFP Advisors, Inc | 242 | $7,923 | ▲ +104 | 2025-12-31 | |
| FEDERATED HERMES, INC. | 124 | $4,060 | New position | 2025-12-31 | |
| Glen Eagle Advisors, LLC | 124 | $4,060 | New position | 2025-12-31 | |
| S&T BANK/PA | 120 | $3,929 | New position | 2025-12-31 | |
| Eurizon Capital SGR S.p.A. | 102 | $3,339 | New position | 2025-12-31 | |
| Turning Point Benefit Group, Inc. | 75 | $2,455 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 69 | $2,259 | New position | 2025-12-31 | |
| MAI Capital Management | 68 | $2,227 | New position | 2025-12-31 | |
| Quarry LP | 59 | $1,932 | New position | 2025-12-31 | |
| J.Safra Asset Management Corp | 57 | $1,866 | New position | 2025-12-31 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 52 | $1,702 | New position | 2025-12-31 | |
| ALGERT GLOBAL LLC | 49,574 | $1,623 | New position | 2025-12-31 | |
| Larson Financial Group LLC | 45 | $1,473 | New position | 2025-12-31 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 43,218 | $1,415 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 33 | $1,080 | New position | 2025-12-31 | |
| CWM, LLC | 28,544 | $934 | New position | 2025-12-31 | |
| THRIVENT FINANCIAL FOR LUTHERANS | 18,169 | $595 | New position | 2025-12-31 | |
| Optiver Holding B.V. | 14 | $458 | New position | 2025-12-31 | |
| GSA CAPITAL PARTNERS LLP | 6,576 | $215 | New position | 2025-12-31 | |
| CANADA LIFE ASSURANCE Co | 3,940 | $129 | New position | 2025-12-31 | |
| JONES FINANCIAL COMPANIES LLLP | 3 | $98 | New position | 2025-12-31 | |
| Clearstead Advisors, LLC | 2 | $66 | New position | 2025-12-31 | |
| Keating Financial Advisory Services, Inc. | 1 | $33 | New position | 2025-12-31 | |
| AMALGAMATED BANK | 893 | $29 | New position | 2025-12-31 | |
| BESSEMER GROUP INC | 380 | $12 | New position | 2025-12-31 | |
| BNP Paribas Asset Management Holding S.A. | 334 | $11 | New position | 2025-12-31 | |
| CX Institutional | 115 | $4 | New position | 2025-12-31 |