UFCS · United Fire Group Inc · Shareholders & Ownership

$47.73 +0.38 (+0.80%) At close · Nov 6 Play latest call Q3 2026 earnings call transcript

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$1.23B

25.72M

Volume · Nov 6 217.18K Avg daily vol (3M) 137.66K

Every disclosed holder of UFCS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns UFCS

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	241	17,748,655	69.01%	Yes
Insiders (Forms 3, 4, 5)	22	3,673,550	14.28%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,296,844	16.71%	Rest
Registered funds (N-PORT, not summed)	254	9,379,744	36.47%	No

Shares outstanding: 25,719,049, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of UFCS

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,492,305	13.58%	+44,240	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P Small-Cap ETF Fund S000004313 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,329,596	5.17%	+13,495	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	574,904	2.24%	+44,864	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	207,200	0.81%	+24,281	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Growth ETF Fund S000004314 · Registered fund · Jun 30, 2026 iShares Trust, not summed	97,584	0.38%	+4,203	Jun 30, 2026	iShares Trust, not summed
1.5	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	97,155	0.38%	-13,386	Jun 30, 2026	iShares Trust, not summed
2	McIntyre Dee Ann Insider CIK 1474590 · Mar 2, 2026 10% Owner, issuer-wide	2,913,112	11.33%	—	Mar 2, 2026	10% Owner, issuer-wide
2.1	McIntyre Dee Ann 13G CIK 1474590 · Unknown · Dec 31, 2025 Rule 13d-1(c), passive investor, not summed	2,925,862	11.38%	-58,470	Dec 31, 2025	Rule 13d-1(c), passive investor, not summed
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	1,542,460	6.00%	+37,277	Sep 30, 2026
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	316,007	1.23%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.2	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	181,298	0.70%	+6,159	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
3.3	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	158,177	0.62%	+7,107	Jul 31, 2026	Dimensional ETF Trust, not summed
3.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	125,983	0.49%	+7,329	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	124,588	0.48%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	965,279	3.75%	-1,022	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	860,633	3.35%	+43,135	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF Fund S000041317 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	201,267	0.78%	+250	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.2	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF Fund S000006990 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	62,397	0.24%	+5,725	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF Fund S000006974 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	58,515	0.23%	-3,561	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	7,363	0.03%	-100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5.5	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF Fund S000006973 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	3,442	0.01%	+40	Jun 30, 2026	SPDR SERIES TRUST, not summed
6	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	721,246	2.80%	+154,163	Jun 30, 2026	carried, not yet filed for the newest quarter
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	690,721	2.69%	-9,400	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Sep 30, 2026	679,835	2.64%	-30,363	Sep 30, 2026
9	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · Aug 31, 2026 American Century ETF Trust, not summed	676,867	2.63%	+143,454	Aug 31, 2026	American Century ETF Trust, not summed
10	SYSTEMATIC FINANCIAL MANAGEMENT LP 13F CIK 1085936 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	582,930	2.27%	-29,466	Jun 30, 2026	carried, not yet filed for the newest quarter
11	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	558,629	2.17%	+25,927	Jun 30, 2026	carried, not yet filed for the newest quarter
12	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	475,517	1.85%	-21,901	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	433,243	1.68%	+29,647	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	Invesco S&P SmallCap Momentum ETF Fund S000003024 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	197,944	0.77%	+40,163	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.2	Invesco S&P SmallCap Value with Momentum ETF Fund S000003025 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	127,169	0.49%	-27,424	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
13.3	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	38,888	0.15%	-3,107	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.4	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	34,872	0.14%	—	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
13.5	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	16,507	0.06%	-1,644	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
14	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	405,797	1.58%	-16,257	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	5,653	0.02%	0	Jun 30, 2026	AQR Funds, not summed
15	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	317,680	1.24%	+61,325	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	74	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
16	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	252,846	0.98%	+10,266	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	250,169	0.97%	+3,160	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Royce Small-Cap Fund Fund S000009507 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	113,716	0.44%	-12,608	Jun 30, 2026	ROYCE FUND, not summed
17.2	Royce Capital Fund - Small-Cap Portfolio Fund S000009497 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	55,005	0.21%	-5,780	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
17.3	Royce Small-Cap Value Fund Fund S000009516 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	32,923	0.13%	-2,443	Jun 30, 2026	ROYCE FUND, not summed
18	Hillsdale Investment Management Inc. 13F CIK 1368465 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	241,568	0.94%	+29,800	Jun 30, 2026	carried, not yet filed for the newest quarter
19	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	241,255	0.94%	+26,229	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	11,149	0.04%	+1,319	Jun 30, 2026	Northern Funds, not summed
19.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,963	0.02%	+2,115	Jun 30, 2026	Northern Funds, not summed
19.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,402	0.01%	+168	Jul 31, 2026	FlexShares Trust, not summed
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	210,176	0.82%	+6,726	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	104,256	0.41%	-861	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	52,734	0.21%	+6,797	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	14,169	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	12,402	0.05%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	206,522	0.80%	-45,396	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Carlton Scott L Insider CIK 1550220 · Sep 3, 2026 Director, issuer-wide	200,552	0.78%	-9,777	Sep 3, 2026	Director, issuer-wide
23	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	190,184	0.74%	+17,754	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	77,000	0.30%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
24	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	185,359	0.72%	-2,428	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Sep 30, 2026	180,012	0.70%	-4,747	Sep 30, 2026
26	Amundi 13F CIK 1330387 · Holding company · Sep 30, 2026	170,314	0.66%	+170,314	Sep 30, 2026
27	EARNEST PARTNERS LLC 13F CIK 1102578 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	158,487	0.62%	-6,362	Jun 30, 2026	carried, not yet filed for the newest quarter
28	PANAGORA ASSET MANAGEMENT INC 13F CIK 883677 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	149,885	0.58%	+77,497	Jun 30, 2026	carried, not yet filed for the newest quarter
29	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	147,879	0.58%	+13,662	Sep 30, 2026
29.1	Principal U.S. Small-Cap ETF Fund S000055159 · Registered fund · Jun 30, 2026 Principal Exchange-Traded Funds, not summed	27,290	0.11%	+1,888	Jun 30, 2026	Principal Exchange-Traded Funds, not summed
29.2	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	16,256	0.06%	-991	Jul 31, 2026	Principal Funds, Inc, not summed
29.3	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,423	0.01%	+750	Jul 31, 2026	Principal Funds, Inc, not summed
30	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	145,268	0.56%	+1,453	Jun 30, 2026	carried, not yet filed for the newest quarter
31	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Sep 30, 2026	143,300	0.56%	+15,309	Sep 30, 2026
31.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	39,400	0.15%	—	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
32	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	130,915	0.51%	+8,176	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	130,650	0.51%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
34	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · Aug 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	124,349	0.48%	+16,154	Aug 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
35	VANGUARD STRATEGIC SMALL-CAP EQUITY FUND Fund S000012432 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	118,979	0.46%	0	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
36	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	117,347	0.46%	+57,380	Jun 30, 2026	carried, not yet filed for the newest quarter
37	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	115,190	0.45%	+18,255	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	113,184	0.44%	+17,754	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	113,184	0.44%	+17,754	Jun 30, 2026	EA Series Trust, not summed
39	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	112,740	0.44%	-2,082	Jun 30, 2026	carried, not yet filed for the newest quarter
40	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	112,026	0.44%	-59,991	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	13,370	0.05%	+4,653	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
40.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	6,563	0.03%	-417	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
41	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	105,036	0.41%	+69,510	Jun 30, 2026	carried, not yet filed for the newest quarter
42	ZACKS INVESTMENT MANAGEMENT 13F CIK 1086483 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	103,681	0.40%	+5,908	Jun 30, 2026	carried, not yet filed for the newest quarter
42.1	Zacks Small/Mid Cap ETF Fund S000081958 · Registered fund · Aug 31, 2026 Zacks Trust, not summed	37,230	0.14%	+2,855	Aug 31, 2026	Zacks Trust, not summed
42.2	Zacks Small-Cap Core Fund Fund S000081341 · Registered fund · Aug 31, 2026 Zacks Trust, not summed	13,755	0.05%	-1,198	Aug 31, 2026	Zacks Trust, not summed
43	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	101,172	0.39%	+8,377	Jun 30, 2026	carried, not yet filed for the newest quarter
44	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	99,376	0.39%	-5,038	Jun 30, 2026	carried, not yet filed for the newest quarter
45	MILLIGAN GEORGE D Insider CIK 1023710 · Jun 5, 2026 Director, issuer-wide	90,033	0.35%	+4,500	Jun 5, 2026	Director, issuer-wide
46	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	88,624	0.34%	-24,802	Jun 30, 2026	carried, not yet filed for the newest quarter
47	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	86,116	0.33%	-76,314	Jun 30, 2026	carried, not yet filed for the newest quarter
48	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	82,648	0.32%	+29,113	Jun 30, 2026	carried, not yet filed for the newest quarter
49	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	82,224	0.32%	+4,940	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	Columbia Small Cap Index Fund Fund S000010827 · Registered fund · Aug 31, 2026 COLUMBIA FUNDS SERIES TRUST, not summed	31,635	0.12%	-1,119	Aug 31, 2026	COLUMBIA FUNDS SERIES TRUST, not summed
49.2	Columbia Research Enhanced Small Cap ETF Fund S000095313 · Registered fund · Jun 30, 2026 Columbia ETF Trust I, not summed	39	0.00%	0	Jun 30, 2026	Columbia ETF Trust I, not summed
50	Leidwinger Kevin James Insider CIK 1649695 · Mar 20, 2026 Director, Director, CEO, issuer-wide	82,064	0.32%	-5,234	Mar 20, 2026	Director, Director, CEO, issuer-wide

40 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

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Key facts CIK 101199 CUSIP 910340108 13F (30d) 114 filings 89 filers Visit website Investor relations