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UHAL-B · U-Haul Holding Co /NV/ · Held by Funds

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$49.91 +0.41 (+0.83%) At close · Oct 20
Russell 1000 member Rebalance outlook locked
Market Cap
$10.80B
Shares
194.39M
Volume · Oct 20 256.94K Avg daily vol (3M) 311.55K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of UHAL-B by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 9,384,729 shares.

Fund type Shares
Index funds 158,119
Index ETFs 9,226,610
Active ETFs 549
Active funds 1,071,638
Unclassified 370,554
All registered funds 10,827,470
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding UHAL-B

90 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 2,981,916 $172,056,553 0.01%
VANGUARD SMALL-CAP INDEX FUND 2,220,853 $128,143,218 0.07%
VANGUARD SMALL-CAP VALUE INDEX FUND 1,409,874 $81,349,730 0.12%
VANGUARD EXTENDED MARKET INDEX FUND 1,242,031 $71,665,189 0.07%
Dimensional U.S. Targeted Value ETF 509,645 $31,893,584 0.22%
Hotchkis and Wiley Small Cap Value Fund 455,500 $26,282,350 3.23%
Fidelity Mid Cap Index Fund 383,150 $23,977,527 0.05%
iShares Russell Mid-Cap ETF 415,338 $23,965,003 0.04%
Dimensional US Small Cap Value ETF 366,802 $22,954,469 0.28%
iShares U.S. Transportation ETF 286,765 $17,945,754 0.80%
Scharf ETF 306,335 $17,675,530 2.72%
Dimensional U.S. Core Equity 2 ETF 273,508 $17,116,131 0.04%
Hotchkis & Wiley Opportunities Fund 245,600 $14,171,120 1.58%
Dimensional U.S. Small Cap ETF 224,502 $14,049,335 0.09%
iShares Russell 1000 Value ETF 214,622 $12,383,689 0.02%
Scharf Fund 194,285 $10,563,275 2.47%
State Street(R) SPDR(R) S&P(R) Transportation ETF 158,862 $9,166,337 2.50%
iShares Russell Mid-Cap Value ETF 147,487 $8,510,000 0.05%
Hotchkis and Wiley Mid-Cap Value Fund 141,200 $8,147,240 2.08%
Dimensional U.S. Marketwide Value ETF 129,947 $8,132,083 0.05%
FULLERTHALER BEHAVIORAL MID-CAP VALUE 139,245 $8,034,437 2.38%
Invesco S&P Spin-Off ETF 120,731 $7,555,346 3.35%
iShares Core S&P Total U.S. Stock Market ETF 129,515 $7,473,016 0.01%
John Hancock Multifactor Mid Cap ETF 84,037 $4,848,935 0.08%
iShares Russell 1000 ETF 70,211 $4,051,175 0.01%
VANGUARD TOTAL WORLD STOCK INDEX FUND 61,418 $3,843,538 0.00%
Scharf Global Opportunity ETF 61,519 $3,549,646 2.22%
HW Opportunities MP Fund 64,050 $3,355,580 7.08%
First Trust Mid Cap Core AlphaDEX Fund 53,553 $3,351,347 0.24%
iShares Russell 2500 ETF 49,002 $2,827,415 0.08%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 46,347 $2,674,222 0.01%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 42,520 $2,660,902 0.13%
First Trust Consumer Discretionary AlphaDEX Fund 40,023 $2,504,639 0.93%
Dimensional US Core Equity Market ETF 39,305 $2,459,707 0.02%
Fidelity Large Cap Value Index Fund 37,960 $2,375,537 0.02%
Invesco RAFI US 1000 ETF 34,723 $2,172,965 0.02%
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO 36,596 $2,111,589 0.07%
Fidelity MSCI Industrials Index ETF 33,322 $2,085,291 0.09%
Fidelity Series Large Cap Value Index Fund 32,357 $2,024,901 0.02%
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND 33,300 $1,921,410 0.01%
iShares Russell Mid-Cap Growth ETF 30,981 $1,787,604 0.01%
Dimensional U.S. Equity Market ETF 28,441 $1,779,838 0.01%
iShares Russell 3000 ETF 26,835 $1,548,380 0.01%
iShares MSCI USA Small-Cap Min Vol Factor ETF 21,459 $1,342,904 0.46%
iShares U.S. Consumer Discretionary ETF 19,993 $1,251,162 0.10%
Dimensional US Sustainability Core 1 ETF 18,852 $1,179,758 0.05%
iShares Russell 1000 Growth ETF 20,016 $1,154,923 0.00%
VANGUARD GROWTH AND INCOME FUND 18,697 $1,078,817 0.01%
Fidelity Mid Cap Value Index Fund 17,941 $1,035,196 0.05%
VANGUARD TAX-MANAGED BALANCED FUND 17,775 $1,025,618 0.01%
Showing 1–50 of 90 positions
Key facts CIK 4457 CUSIP 023586100 13F (30d) 57 filings 48 filers Visit website Investor relations