← All institutions
Institutional Holdings
UVVOwnership Summary
Institutions Holding
216
Total Shares Held
19,560,468
Total Value Held
$1,018,712,045
Quarter
2025-12-31
Active Positions
Increased Positions
2
11,809 shares
Decreased Positions
2
74,938 shares
Held Positions
2
4,577 shares
New Positions
204
19,469,144 shares
Sold Out Positions
6
9,089 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 624,381 | $32,943,191 | New position | 2025-12-31 | |
| Bank of New York Mellon Corp | 355,546 | $18,755,041 | New position | 2025-12-31 | |
| RHUMBLINE ADVISERS | 57,199 | $3,017,236 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 75,740 | $3,995,272 | New position | 2025-12-31 | |
| Neuberger Berman Group LLC | 53,690 | $2,832,165 | New position | 2025-12-31 | |
| MARTINGALE ASSET MANAGEMENT L P | 33,614 | $1,773,139 | New position | 2025-12-31 | |
| Heritage Wealth Advisors | 18,356 | $968,261 | New position | 2025-12-31 | |
| NISA INVESTMENT ADVISORS, LLC | 20,549 | $1,072,041 | ▼ -302 | 0.00% | 2026-06-30 |
| Dynamic Technology Lab Private Ltd | 13,779 | $719,000 | New position | 0.16% | 2026-06-30 |
| Mitsubishi UFJ Trust & Banking Corp | 11,715 | $611,172 | ▲ +2,808 | 0.00% | 2026-06-30 |
| Police & Firemen's Retirement System of New Jersey | 6,692 | $353,003 | New position | 2025-12-31 | |
| Russell Investments Group, Ltd. | 28,333 | $1,494,600 | New position | 2025-12-31 | |
| Nuveen, LLC | 58,173 | $3,068,626 | New position | 2025-12-31 | |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5,697 | $300,517 | New position | 2025-12-31 | |
| DARK FOREST CAPITAL MANAGEMENT LP | 5,525 | $288,239 | New position | 0.02% | 2026-06-30 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1,163 | $61,348 | New position | 2025-12-31 | |
| Salomon & Ludwin, LLC | 947 | $50,144 | New position | 2025-12-31 | |
| Sterling Capital Management LLC | 1,395 | $73,586 | New position | 2025-12-31 | |
| COMPASS FINANCIAL MANAGEMENT LLC | 37 | $1,930 | New position | 0.00% | 2026-06-30 |
| Janney Montgomery Scott LLC | 27,127 | $1,415 | New position | 0.00% | 2026-06-30 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 45,960 | $2,424 | New position | 2025-12-31 | |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 6,252 | $330 | New position | 2025-12-31 | |
| Fulcrum Asset Management LLP | 4 | $212 | New position | 0.00% | 2026-06-30 |
| HANTZ FINANCIAL SERVICES, INC. | 1,911 | $101 | New position | 2025-12-31 | |
| Covestor Ltd | 16 | $1 | New position | 2025-12-31 | |
| Evolution Advisers, Inc. | 2 | $0 | New position | 0.00% | 2026-06-30 |
| Quantbot Technologies LP | 2,876 | $151,709 | New position | 2025-12-31 | |
| DRW Securities, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Byrne Asset Management LLC | 0 | $0 | Sold out | 2026-06-30 | |
| SIGNATUREFD, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| Global Retirement Partners, LLC | 101 | $5,340 | New position | 2025-12-31 | |
| Keating Financial Advisory Services, Inc. | 0 | $0 | Sold out | 2026-06-30 | |
| MassMutual Private Wealth & Trust, FSB | 0 | $0 | Sold out | 2026-06-30 | |
| BlackRock, Inc. | 3,779,245 | $199,355,160 | New position | 2025-12-31 | |
| VANGUARD GROUP INC | 2,983,924 | $157,401,991 | New position | 2025-12-31 | |
| DIMENSIONAL FUND ADVISORS LP | 1,782,092 | $94,005,965 | New position | 2025-12-31 | |
| STATE STREET CORP | 1,443,606 | $76,150,217 | New position | 2025-12-31 | |
| Invesco Ltd. | 853,722 | $45,033,835 | New position | 2025-12-31 | |
| BARCLAYS PLC | 610,525 | $32,205,194 | New position | 2025-12-31 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 524,941 | $27,690,638 | New position | 2025-12-31 | |
| Qube Research & Technologies Ltd | 388,688 | $20,503,292 | New position | 2025-12-31 | |
| MORGAN STANLEY | 366,906 | $19,354,351 | New position | 2025-12-31 | |
| PRUDENTIAL FINANCIAL INC | 345,597 | $18,230,242 | New position | 2025-12-31 | |
| PZENA INVESTMENT MANAGEMENT LLC | 327,678 | $17,285,015 | New position | 2025-12-31 | |
| UBS Group AG | 312,787 | $16,499,515 | New position | 2025-12-31 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 277,359 | $14,630,687 | New position | 2025-12-31 | |
| FIRST TRUST ADVISORS LP | 261,038 | $13,769,754 | New position | 2025-12-31 | |
| TWO SIGMA INVESTMENTS, LP | 258,403 | $13,630,758 | New position | 2025-12-31 | |
| NORTHERN TRUST CORP | 238,919 | $12,602,978 | New position | 2025-12-31 | |
| D. E. Shaw & Co., Inc. | 178,622 | $9,422,311 | New position | 2025-12-31 | |
| VICTORY CAPITAL MANAGEMENT INC | 177,959 | $9,387,337 | New position | 2025-12-31 | |
| TWO SIGMA ADVISERS, LP | 176,400 | $9,305,100 | New position | 2025-12-31 | |
| MILLENNIUM MANAGEMENT LLC | 163,780 | $8,639,395 | New position | 2025-12-31 | |
| CITADEL ADVISORS LLC | 120,149 | $6,337,860 | New position | 2025-12-31 | |
| ProShare Advisors LLC | 119,285 | $6,292,285 | New position | 2025-12-31 | |
| PRINCIPAL FINANCIAL GROUP INC | 118,740 | $6,263,535 | New position | 2025-12-31 | |
| Advisors Asset Management, Inc. | 113,298 | $5,976,470 | New position | 2025-12-31 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 105,873 | $5,584,801 | New position | 2025-12-31 | |
| INTECH INVESTMENT MANAGEMENT LLC | 102,674 | $5,416,054 | New position | 2025-12-31 | |
| Brandywine Global Investment Management, LLC | 98,883 | $5,216,078 | New position | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 90,378 | $4,767,465 | New position | 2025-12-31 | |
| Allianz Asset Management GmbH | 83,267 | $4,392,334 | New position | 2025-12-31 | |
| Connor, Clark & Lunn Investment Management Ltd. | 74,650 | $3,937,788 | New position | 2025-12-31 | |
| Legal & General Group Plc | 62,946 | $3,320,402 | New position | 2025-12-31 | |
| NAVELLIER & ASSOCIATES INC | 61,696 | $3,254,448 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 54,389 | $2,869,019 | ▼ -15,783 | 2025-12-31 | |
| JPMORGAN CHASE & CO | 49,781 | $2,625,949 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 49,249 | $2,597,900 | New position | 2025-12-31 | |
| Swiss National Bank | 49,100 | $2,590,025 | New position | 2025-12-31 | |
| Creative Planning | 47,084 | $2,483,695 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 39,875 | $2,103,379 | New position | 2025-12-31 | |
| AQR CAPITAL MANAGEMENT LLC | 38,912 | $2,052,625 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 37,936 | $2,002,000 | New position | 2025-12-31 | |
| GUGGENHEIM CAPITAL LLC | 33,436 | $1,763,749 | New position | 2025-12-31 | |
| Arkadios Wealth Advisors | 31,886 | $1,682,000 | New position | 2025-12-31 | |
| FIRST NATIONAL TRUST CO | 29,432 | $1,552,538 | New position | 2025-12-31 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 27,172 | $1,433,323 | New position | 2025-12-31 | |
| ALLIANCEBERNSTEIN L.P. | 26,693 | $1,408,056 | New position | 2025-12-31 | |
| Cerity Partners LLC | 26,145 | $1,379,150 | New position | 2025-12-31 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,300 | $1,334,575 | New position | 2025-12-31 | |
| Susquehanna Portfolio Strategies, LLC | 25,049 | $1,321,335 | New position | 2025-12-31 | |
| LPL Financial LLC | 24,709 | $1,303,379 | New position | 2025-12-31 | |
| VOYA INVESTMENT MANAGEMENT LLC | 23,703 | $1,250,333 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 23,500 | $1,239,625 | New position | 2025-12-31 | |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 21,682 | $1,143,733 | New position | 2025-12-31 | |
| Verition Fund Management LLC | 20,284 | $1,069,981 | New position | 2025-12-31 | |
| DEUTSCHE BANK AG\ | 20,028 | $1,056,477 | New position | 2025-12-31 | |
| Aquatic Capital Management LLC | 18,893 | $996,606 | New position | 2025-12-31 | |
| ExodusPoint Capital Management, LP | 17,714 | $934,414 | New position | 2025-12-31 | |
| SEI INVESTMENTS CO | 15,901 | $838,809 | New position | 2025-12-31 | |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,955 | $788,876 | New position | 2025-12-31 | |
| BRANDYWINE TRUST CO | 14,907 | $786,344 | New position | 2025-12-31 | |
| Jump Financial, LLC | 14,769 | $779,065 | New position | 2025-12-31 | |
| Quantinno Capital Management LP | 14,112 | $744,435 | New position | 2025-12-31 | |
| Jefferies Financial Group Inc. | 13,946 | $735,652 | New position | 2025-12-31 | |
| MetLife Investment Management, LLC | 13,630 | $718,983 | New position | 2025-12-31 | |
| Cetera Investment Advisers | 13,062 | $689,007 | New position | 2025-12-31 | |
| Illinois Municipal Retirement Fund | 13,033 | $687,491 | New position | 2025-12-31 | |
| Quadrature Capital Ltd | 12,785 | $674,409 | New position | 2025-12-31 | |
| AE Wealth Management LLC | 12,578 | $663,468 | New position | 2025-12-31 | |
| Y-Intercept (Hong Kong) Ltd | 12,239 | $645,607 | New position | 2025-12-31 | |
| BNP PARIBAS FINANCIAL MARKETS | 12,008 | $633,422 | New position | 2025-12-31 | |
| CARY STREET PARTNERS FINANCIAL LLC | 11,605 | $612,164 | New position | 2025-12-31 | |
| CITIGROUP INC | 11,434 | $603,143 | New position | 2025-12-31 | |
| Horizon Investments, LLC | 11,533 | $599,255 | New position | 2025-12-31 | |
| FRANKLIN RESOURCES INC | 11,298 | $595,970 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 10,864 | $575,079 | New position | 2025-12-31 | |
| JANUS HENDERSON GROUP PLC | 10,762 | $567,426 | New position | 2025-12-31 | |
| BOOTHBAY FUND MANAGEMENT, LLC | 10,576 | $557,884 | New position | 2025-12-31 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10,564 | $557,251 | New position | 2025-12-31 | |
| ALPS ADVISORS INC | 10,428 | $550,077 | New position | 2025-12-31 | |
| Engineers Gate Manager LP | 10,227 | $539,474 | New position | 2025-12-31 | |
| CIBC Private Wealth Group LLC | 10,106 | $533,092 | New position | 2025-12-31 | |
| NewEdge Advisors, LLC | 10,040 | $529,610 | New position | 2025-12-31 | |
| Numerai GP LLC | 9,535 | $502,971 | New position | 2025-12-31 | |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,273 | $489,151 | New position | 2025-12-31 | |
| REXFORD CAPITAL INC | 8,671 | $457,395 | New position | 2025-12-31 | |
| BANK OF MONTREAL /CAN/ | 8,612 | $454,283 | New position | 2025-12-31 | |
| LAZARD ASSET MANAGEMENT LLC | 7,998 | $421,895 | New position | 2025-12-31 | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7,924 | $417,991 | New position | 2025-12-31 | |
| 3Chopt Investment Partners, LLC | 7,800 | $411,450 | New position | 2025-12-31 | |
| HANCOCK WHITNEY CORP | 7,712 | $406,818 | New position | 2025-12-31 | |
| Cambria Investment Management, L.P. | 7,597 | $400,742 | New position | 2025-12-31 | |
| NEW YORK STATE COMMON RETIREMENT FUND | 7,500 | $395,625 | New position | 2025-12-31 | |
| Squarepoint Ops LLC | 7,483 | $394,728 | New position | 2025-12-31 | |
| Mariner, LLC | 7,377 | $389,105 | New position | 2025-12-31 | |
| Sigma Planning Corp | 7,089 | $373,958 | New position | 2025-12-31 | |
| Tidal Investments LLC | 7,000 | $369,250 | New position | 2025-12-31 | |
| Arizona State Retirement System | 6,955 | $366,876 | New position | 2025-12-31 | |
| Man Group plc | 6,575 | $346,831 | New position | 2025-12-31 | |
| Taylor Hoffman Capital Management LLC | 6,459 | $340,712 | New position | 2025-12-31 | |
| HOWLAND CAPITAL MANAGEMENT LLC | 6,383 | $336,704 | New position | 2025-12-31 | |
| CAPTRUST FINANCIAL ADVISORS | 6,315 | $333,139 | New position | 2025-12-31 | |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 6,170 | $325,468 | New position | 2025-12-31 | |
| AdvisorShares Investments LLC | 6,106 | $322,092 | New position | 2025-12-31 | |
| HighTower Advisors, LLC | 6,035 | $318,345 | New position | 2025-12-31 | |
| State of Tennessee, Department of Treasury | 5,615 | $317,753 | New position | 2025-12-31 | |
| Vident Advisory, LLC | 5,847 | $308,475 | New position | 2025-12-31 | |
| TRUIST FINANCIAL CORP | 5,596 | $295,191 | New position | 2025-12-31 | |
| LOWE BROCKENBROUGH & CO INC | 5,438 | $286,855 | New position | 2025-12-31 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,384 | $284,020 | New position | 2025-12-31 | |
| BALYASNY ASSET MANAGEMENT L.P. | 5,028 | $265,227 | New position | 2025-12-31 | |
| Private Advisor Group, LLC | 5,011 | $264,330 | New position | 2025-12-31 | |
| VIRTUS ADVISERS, LLC | 4,570 | $241,068 | Unchanged | 2025-12-31 | |
| Baird Financial Group, Inc. | 4,512 | $238,008 | New position | 2025-12-31 | |
| Larson Financial Group LLC | 4,098 | $216,186 | New position | 2025-12-31 | |
| COMERICA BANK | 3,888 | $205,109 | New position | 2025-12-31 | |
| AXQ CAPITAL, LP | 3,875 | $204,406 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 3,855 | $203,356 | New position | 2025-12-31 | |
| SITTNER & NELSON, LLC | 3,250 | $187,915 | New position | 2025-12-31 | |
| CANADA PENSION PLAN INVESTMENT BOARD | 3,400 | $179,350 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 3,114 | $164,263 | New position | 2025-12-31 | |
| Sunbelt Securities, Inc. | 2,763 | $145,766 | New position | 2025-12-31 | |
| JONES FINANCIAL COMPANIES LLLP | 2,728 | $143,920 | New position | 2025-12-31 | |
| FMR LLC | 2,446 | $129,018 | New position | 2025-12-31 | |
| SBI Securities Co., Ltd. | 2,083 | $109,878 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 2,067 | $109,034 | New position | 2025-12-31 | |
| Ameritas Investment Partners, Inc. | 2,022 | $106,661 | New position | 2025-12-31 | |
| QUADRANT CAPITAL GROUP LLC | 1,591 | $83,926 | New position | 2025-12-31 | |
| Triumph Capital Management | 1,135 | $59,871 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 1,124 | $59,265 | New position | 2025-12-31 | |
| Pinnacle Wealth Planning Services, Inc. | 1,043 | $55,018 | New position | 2025-12-31 | |
| Hilton Head Capital Partners, LLC | 900 | $47,475 | New position | 2025-12-31 | |
| Wilmington Savings Fund Society, FSB | 900 | $47,475 | New position | 2025-12-31 | |
| AlphaQuest LLC | 767 | $40,459 | New position | 2025-12-31 | |
| Ankerstar Wealth, LLC | 705 | $37,234 | New position | 2025-12-31 | |
| Aster Capital Management (DIFC) Ltd | 555 | $29,276 | New position | 2025-12-31 | |
| Steward Partners Investment Advisory, LLC | 460 | $24,265 | New position | 2025-12-31 | |
| EverSource Wealth Advisors, LLC | 457 | $24,108 | New position | 2025-12-31 | |
| Tower Research Capital LLC (TRC) | 450 | $23,738 | New position | 2025-12-31 | |
| PRIVATE TRUST CO NA | 386 | $20,362 | New position | 2025-12-31 | |
| Smartleaf Asset Management LLC | 345 | $18,292 | New position | 2025-12-31 | |
| Allworth Financial LP | 329 | $17,355 | New position | 2025-12-31 | |
| Optiver Holding B.V. | 313 | $16,511 | New position | 2025-12-31 | |
| Bogart Wealth, LLC | 300 | $15,825 | New position | 2025-12-31 | |
| Arax Advisory Partners | 266 | $14,008 | New position | 2025-12-31 | |
| GHP Investment Advisors, Inc. | 240 | $12,660 | New position | 2025-12-31 | |
| UMB Bank, n.a. | 162 | $8,546 | New position | 2025-12-31 | |
| HUNTINGTON NATIONAL BANK | 138 | $7,280 | New position | 2025-12-31 | |
| FIFTH THIRD BANCORP | 126 | $6,647 | New position | 2025-12-31 | |
| Parallel Advisors, LLC | 108 | $5,697 | New position | 2025-12-31 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 109 | $5,485 | New position | 2025-12-31 | |
| DELTA ASSET MANAGEMENT LLC/TN | 100 | $5,275 | New position | 2025-12-31 | |
| DV Trading LLC | 100 | $5,275 | New position | 2025-12-31 | |
| IFP Advisors, Inc | 94 | $4,958 | ▲ +14 | 2025-12-31 | |
| Dogwood Wealth Management LLC | 75 | $3,956 | New position | 2025-12-31 | |
| HARBOUR INVESTMENTS, INC. | 75 | $3,956 | New position | 2025-12-31 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 46 | $2,427 | New position | 2025-12-31 | |
| GODSEY & GIBB, INC | 42 | $2,196 | New position | 2025-12-31 | |
| Vestcor Inc | 33,264 | $1,755 | New position | 2025-12-31 | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 28,497 | $1,504 | New position | 2025-12-31 | |
| THRIVENT FINANCIAL FOR LUTHERANS | 27,823 | $1,468 | New position | 2025-12-31 | |
| Quarry LP | 26 | $1,372 | New position | 2025-12-31 | |
| Cambridge Investment Research Advisors, Inc. | 23,476 | $1,238 | New position | 2025-12-31 | |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 23 | $1,213 | New position | 2025-12-31 | |
| Ares Financial Consulting, LLC | 22 | $1,161 | New position | 2025-12-31 | |
| Transamerica Financial Advisors, LLC | 21 | $1,108 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 21 | $1,108 | New position | 2025-12-31 | |
| ROTHSCHILD INVESTMENT LLC | 20 | $1,055 | New position | 2025-12-31 | |
| Cornerstone Financial Management LLC | 20 | $1,055 | New position | 2025-12-31 | |
| CANADA LIFE ASSURANCE Co | 19,327 | $1,019 | New position | 2025-12-31 | |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $633 | New position | 2025-12-31 | |
| Daiwa Securities Group Inc. | 8,679 | $458 | New position | 2025-12-31 | |
| AMALGAMATED BANK | 7,247 | $382 | New position | 2025-12-31 | |
| Prestige Wealth Management Group LLC | 7 | $370 | Unchanged | 2025-12-31 | |
| Kilter Group LLC | 7 | $370 | New position | 2025-12-31 | |
| Cornerstone Planning Group LLC | 6 | $332 | New position | 2025-12-31 | |
| THOMPSON SIEGEL & WALMSLEY LLC | 5,507 | $290 | New position | 2025-12-31 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 4,084 | $215 | New position | 2025-12-31 | |
| CWM, LLC | 3,660 | $194 | New position | 2025-12-31 | |
| Motiv8 Investments LLC | 3,400 | $179 | New position | 2025-12-31 | |
| KBC Group NV | 2,282 | $120 | New position | 2025-12-31 | |
| GILPIN WEALTH MANAGEMENT, LLC | 2 | $106 | New position | 2025-12-31 | |
| Dunhill Financial, LLC | 1 | $28 | New position | 2025-12-31 | |
| BESSEMER GROUP INC | 310 | $16 | New position | 2025-12-31 |