ULS · UL Solutions Inc. · Shareholders & Ownership

$74.94 +1.58 (+2.15%)

S&P 400 member Russell 1000 member Rebalance outlook locked

Market Cap

$15.11B

201.90M

Volume · Oct 21 184.37K Avg daily vol (3M) 952.85K

Every disclosed holder of ULS 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 ULS

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

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	385	88,332,343	43.75%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	1	123,755,000	61.30%	Yes
Remaining	—	10,189,170	-5.05%	Negative
Registered funds (N-PORT, not summed)	421	44,519,774	22.05%	No

Shares outstanding: 201,898,173, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

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 ULS

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	ULSE Inc. 13G CIK 2000949 · Unknown · Dec 31, 2025 Rule 13d-1(d), exempt investor	123,755,000	61.30%	-14,375,000	Dec 31, 2025	Rule 13d-1(d), exempt investor
2	T. Rowe Price Investment Management, Inc. 13G CIK 1897612 · Investment adviser · Sep 30, 2026 Rule 13d-1(b), qualified institution, not summed	8,391,138	4.16%	+3,057,671	Sep 30, 2026	Rule 13d-1(b), qualified institution, not summed
2.1	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,921,422	3.43%	-364,473	Jun 30, 2026	carried, not yet filed for the newest quarter
3	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	7,131,683	3.53%	+1,682,816	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	BlackRock, Inc. 13G CIK 2012383 · Holding company · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,900,553	3.42%	+2,076,110	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
3.2	iShares Core S&P Mid-Cap ETF Fund S000004307 · Registered fund · Jun 30, 2026 iShares Trust, not summed	2,662,998	1.32%	+105,168	Jun 30, 2026	iShares Trust, not summed
3.3	iShares S&P Mid-Cap 400 Growth ETF Fund S000004308 · Registered fund · Jun 30, 2026 iShares Trust, not summed	465,836	0.23%	-3,378	Jun 30, 2026	iShares Trust, not summed
3.4	iShares Russell Mid-Cap ETF Fund S000004338 · Registered fund · Jun 30, 2026 iShares Trust, not summed	315,188	0.16%	—	Jun 30, 2026	iShares Trust, not summed
3.5	iShares Russell Mid-Cap Growth ETF Fund S000004336 · Registered fund · Jun 30, 2026 iShares Trust, not summed	157,129	0.08%	—	Jun 30, 2026	iShares Trust, not summed
4	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	6,115,196	3.03%	+40,930	Jun 30, 2026	carried, not yet filed for the newest quarter
5	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13F CIK 1021223 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,694,443	2.33%	-704,153	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G CIK 1021223 · Registered investment adviser · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	4,694,472	2.33%	-1,314,505	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
6	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	3,829,687	1.90%	0	Jun 30, 2026	New Perspective Fund, not summed
7	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,504,948	1.74%	+48,201	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,367,530	1.67%	-286,408	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,241,880	1.61%	+156,605	Jun 30, 2026	carried, not yet filed for the newest quarter
10	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,042,429	1.51%	+54,738	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Janus Henderson VIT Enterprise Portfolio Fund S000010396 · Registered fund · Jun 30, 2026 Janus Aspen Series, not summed	120,220	0.06%	+3,051	Jun 30, 2026	Janus Aspen Series, not summed
11	Durable Capital Partners LP 13F CIK 1798849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,937,488	1.45%	-354,028	Jun 30, 2026	carried, not yet filed for the newest quarter
12	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,469,284	1.22%	+14,772	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
13	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	2,279,148	1.13%	+734,579	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF Fund S000006986 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	393,830	0.20%	+16,068	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.2	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF Fund S000006987 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	120,370	0.06%	+2,741	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.3	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	22,700	0.01%	—	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.4	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	14,815	0.01%	+200	Jun 30, 2026	SPDR SERIES TRUST, not summed
13.5	State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF Fund S000051789 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,564	0.00%	—	Jun 30, 2026	SPDR SERIES TRUST, not summed
14	AMCAP Fund Fund S000008817 · Registered fund · May 31, 2026 AMCAP Fund, not summed	2,169,586	1.07%	-137,924	May 31, 2026	AMCAP Fund, not summed
15	SMALLCAP World Fund Inc Fund S000009599 · Registered fund · Jun 30, 2026 SMALLCAP World Fund Inc, not summed	2,166,472	1.07%	-19,955	Jun 30, 2026	SMALLCAP World Fund Inc, not summed
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,011,579	1.00%	+542,200	Jun 30, 2026	carried, not yet filed for the newest quarter
17	BESSEMER GROUP INC 13F CIK 1054074 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,870,110	0.93%	-395,662	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Old Westbury Small & Mid Cap Strategies Fund Fund S000001857 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	352,723	0.17%	-70,108	Jul 31, 2026	Old Westbury Funds Inc, not summed
17.2	Old Westbury All Cap Core Fund Fund S000001859 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	204,686	0.10%	-38,696	Jul 31, 2026	Old Westbury Funds Inc, not summed
17.3	Old Westbury Total Equity Fund Fund S000090405 · Registered fund · Jul 31, 2026 Old Westbury Funds Inc, not summed	27,282	0.01%	-2,108	Jul 31, 2026	Old Westbury Funds Inc, not summed
18	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,819,860	0.90%	+529,443	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Neuberger Mid Cap Growth Fund Fund S000007850 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	226,347	0.11%	+83,622	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
18.2	Neuberger Small Cap Growth Fund Fund S000007839 · Registered fund · May 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	69,496	0.03%	+31,808	May 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed
18.3	Mid Cap Growth Portfolio Fund S000008199 · Registered fund · Jun 30, 2026 NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed	57,937	0.03%	+19,058	Jun 30, 2026	NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST, not summed
18.4	Neuberger Small-Mid Cap ETF Fund S000084236 · Registered fund · May 31, 2026 Neuberger Berman ETF Trust, not summed	17,364	0.01%	-10,882	May 31, 2026	Neuberger Berman ETF Trust, not summed
19	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,785,032	0.88%	+2,895	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Allspring Global Investments Holdings, LLC 13F CIK 1890906 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,566,973	0.78%	-177,550	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Allspring Growth Fund Fund S000007267 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	635,136	0.31%	-21,197	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
20.2	Allspring Premier Large Company Growth Fund Fund S000029061 · Registered fund · Jul 31, 2026 ALLSPRING FUNDS TRUST, not summed	268,402	0.13%	-12,017	Jul 31, 2026	ALLSPRING FUNDS TRUST, not summed
20.3	Allspring SMID Cap Growth Fund Fund S000007345 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	104,390	0.05%	-38,482	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
20.4	Allspring Mid Cap Growth Fund Fund S000007346 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	94,100	0.05%	-12,026	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
20.5	Allspring Innovation Fund Fund S000007340 · Registered fund · Jun 30, 2026 ALLSPRING FUNDS TRUST, not summed	78,617	0.04%	-35,991	Jun 30, 2026	ALLSPRING FUNDS TRUST, not summed
21	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,486,850	0.74%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Janus Henderson Enterprise Fund Fund S000010490 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	1,411,452	0.70%	0	Jun 30, 2026	Janus Investment Fund, not summed
23	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,388,891	0.69%	-236,118	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Fidelity Extended Market Index Fund Fund S000006021 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	397,695	0.20%	+4,059	May 31, 2026	Fidelity Concord Street Trust, not summed
23.2	Fidelity Contrafund Fund S000006037 · Registered fund · Jun 30, 2026 Fidelity Contrafund, not summed	345,139	0.17%	-158,599	Jun 30, 2026	Fidelity Contrafund, not summed
23.3	Fidelity Mid Cap Index Fund Fund S000033637 · Registered fund · Jul 31, 2026 Fidelity Salem Street Trust, not summed	292,789	0.15%	—	Jul 31, 2026	Fidelity Salem Street Trust, not summed
23.4	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	231,102	0.11%	+50,012	May 31, 2026	Fidelity Rutland Square Trust II, not summed
23.5	Fidelity Small Cap Growth Fund Fund S000007193 · Registered fund · Jul 31, 2026 Fidelity Securities Fund, not summed	221,645	0.11%	0	Jul 31, 2026	Fidelity Securities Fund, not summed
24	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,338,282	0.66%	-309,258	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	T. Rowe Price Mid-Cap Growth Fund, Inc. Fund S000002102 · Registered fund · Jun 30, 2026 T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed	2,753,441	1.36%	-114,508	Jun 30, 2026	T. ROWE PRICE MID-CAP GROWTH FUND, INC., not summed
24.2	T. Rowe Price Small-Cap Stock Fund, Inc. Fund S000002120 · Registered fund · Jun 30, 2026 T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed	533,313	0.26%	+97,599	Jun 30, 2026	T. ROWE PRICE SMALL-CAP STOCK FUND, INC., not summed
24.3	T. Rowe Price New Horizons Fund, Inc. Fund S000002106 · Registered fund · Jun 30, 2026 T. ROWE PRICE NEW HORIZONS FUND, INC., not summed	434,407	0.22%	-306,432	Jun 30, 2026	T. ROWE PRICE NEW HORIZONS FUND, INC., not summed
24.4	T. Rowe Price Institutional Mid-Cap Equity Growth Fund Fund S000002092 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	308,707	0.15%	-42,487	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
24.5	T. Rowe Price Institutional Small-Cap Stock Fund Fund S000002094 · Registered fund · Jun 30, 2026 T. Rowe Price Equity Funds, Inc., not summed	284,575	0.14%	+50,998	Jun 30, 2026	T. Rowe Price Equity Funds, Inc., not summed
25	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,301,960	0.64%	+88,789	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	First Trust US Equity Opportunities ETF Fund S000010977 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund, not summed	324,881	0.16%	+111,847	Jun 30, 2026	First Trust Exchange-Traded Fund, not summed
25.2	FT Vest SMID Rising Dividend Achievers Target Income ETF Fund S000081275 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund IV, not summed	65,715	0.03%	+4	Jul 31, 2026	First Trust Exchange-Traded Fund IV, not summed
25.3	First Trust Industrials/Producer Durables AlphaDEX Fund Fund S000017701 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	48,950	0.02%	—	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
25.4	First Trust Active Factor Large Cap ETF Fund S000066788 · Registered fund · May 31, 2026 First Trust Exchange-Traded Fund VIII, not summed	30,954	0.02%	+976	May 31, 2026	First Trust Exchange-Traded Fund VIII, not summed
25.5	First Trust Mid Cap Core AlphaDEX Fund Fund S000017338 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	30,336	0.02%	-1,433	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
26	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,144,170	0.57%	+22,256	Jun 30, 2026	carried, not yet filed for the newest quarter
27	FEDERATED HERMES, INC. 13F CIK 1056288 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,093,754	0.54%	+3,059	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VANGUARD SMALL-CAP GROWTH INDEX FUND Fund S000002846 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,028,496	0.51%	+30,097	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
29	Thrivent Financial for Lutherans 13F CIK 314984 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	980,052	0.49%	+108,346	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	THRIVENT MID CAP STOCK FUND Fund S000001345 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	558,716	0.28%	+64,279	Jul 31, 2026	Thrivent Mutual Funds, not summed
29.2	THRIVENT MID CAP STOCK PORTFOLIO Fund S000001420 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	343,496	0.17%	+35,625	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
29.3	THRIVENT AGGRESSIVE ALLOCATION FUND Fund S000000700 · Registered fund · Jul 31, 2026 Thrivent Mutual Funds, not summed	18,160	0.01%	+2,816	Jul 31, 2026	Thrivent Mutual Funds, not summed
29.4	THRIVENT MID CAP INDEX PORTFOLIO Fund S000001421 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	17,278	0.01%	-129	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
29.5	THRIVENT MODERATE ALLOCATION PORTFOLIO Fund S000001438 · Registered fund · Jun 30, 2026 Thrivent Series Fund, Inc., not summed	4,083	0.00%	+603	Jun 30, 2026	Thrivent Series Fund, Inc., not summed
30	Pictet Asset Management Holding SA 13F CIK 1993888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	915,471	0.45%	+903,083	Jun 30, 2026	carried, not yet filed for the newest quarter
31	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	892,118	0.44%	+29,585	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	880,673	0.44%	+211,279	Jun 30, 2026	carried, not yet filed for the newest quarter
32.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	200	0.00%	+153	Jul 31, 2026	E Trade Trust, not summed
33	First Trust SMID Cap Rising Dividend Achievers ETF Fund S000059604 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund VI, not summed	833,662	0.41%	-20,204	Jun 30, 2026	First Trust Exchange-Traded Fund VI, not summed
34	Driehaus Capital Management LLC 13F CIK 938206 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	823,352	0.41%	+12,737	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Driehaus Small Cap Growth Fund Fund S000058261 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	118,259	0.06%	+11,558	Jun 30, 2026	Driehaus Mutual Funds, not summed
34.2	Driehaus Small/Mid Cap Growth Fund Fund S000068519 · Registered fund · Jun 30, 2026 Driehaus Mutual Funds, not summed	8,765	0.00%	+406	Jun 30, 2026	Driehaus Mutual Funds, not summed
35	Conestoga Capital Advisors, LLC 13F CIK 1163744 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	819,373	0.41%	-230,234	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	CONESTOGA SMALL CAP FUND Fund S000004756 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	360,000	0.18%	-154,920	Jun 30, 2026	Conestoga Funds, not summed
35.2	CONESTOGA SMID CAP FUND Fund S000043859 · Registered fund · Jun 30, 2026 Conestoga Funds, not summed	80,870	0.04%	-1,070	Jun 30, 2026	Conestoga Funds, not summed
36	SCOPUS ASSET MANAGEMENT, L.P. 13F CIK 1317583 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	768,379	0.38%	+110,000	Jun 30, 2026	carried, not yet filed for the newest quarter
37	DekaBank Deutsche Girozentrale 13F CIK 1456228 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	756,505	0.37%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
38	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	752,303	0.37%	-160,411	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	745,271	0.37%	+595,049	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Invesco S&P MidCap Quality ETF Fund S000013108 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	527,215	0.26%	—	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
39.2	Invesco S&P Midcap 400 Pure Growth ETF Fund S000060795 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	42,365	0.02%	-2,136	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
39.3	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	27,683	0.01%	-1,708	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
39.4	Invesco S&P MidCap 400 Revenue ETF Fund S000064595 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	17,437	0.01%	-453	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
39.5	Invesco Dorsey Wright SmallCap Momentum ETF Fund S000037586 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	16,143	0.01%	—	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
40	AltraVue Capital, LLC 13F CIK 1740837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	702,316	0.35%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
41	BLAIR WILLIAM & CO/IL 13F CIK 902367 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	693,662	0.34%	-32,010	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Federated Hermes Kaufmann Small Cap Fund Fund S000009730 · Registered fund · Jul 31, 2026 Federated Hermes Equity Funds, not summed	657,200	0.33%	0	Jul 31, 2026	Federated Hermes Equity Funds, not summed
43	SCHRODER INVESTMENT MANAGEMENT GROUP 13F CIK 1086619 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	628,543	0.31%	-6,103	Jun 30, 2026	carried, not yet filed for the newest quarter
44	Reynders McVeigh Capital Management, LLC 13F CIK 1455969 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	608,136	0.30%	+22,028	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	REYNDERS, MCVEIGH CORE EQUITY FUND Fund S000063664 · Registered fund · Jul 31, 2026 Capitol Series Trust, not summed	45,500	0.02%	0	Jul 31, 2026	Capitol Series Trust, not summed
45	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	591,164	0.29%	+832	Jun 30, 2026	carried, not yet filed for the newest quarter
46	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	582,602	0.29%	+160,116	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Mid Cap Index Fund Fund S000001273 · Registered fund · Jun 30, 2026 Northern Funds, not summed	50,571	0.03%	+1,999	Jun 30, 2026	Northern Funds, not summed
46.2	FlexShares Quality Dividend Defensive Index Fund Fund S000038875 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	18,204	0.01%	—	Jul 31, 2026	FlexShares Trust, not summed
46.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,592	0.00%	+128	Jul 31, 2026	FlexShares Trust, not summed
47	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	560,638	0.28%	+13,167	Jun 30, 2026	carried, not yet filed for the newest quarter
47.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	370,785	0.18%	+4,975	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47.2	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	57,546	0.03%	-1,420	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	46,636	0.02%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
47.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	45,472	0.02%	+1,833	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
47.5	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	16,130	0.01%	+953	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
48	Virtus KAR Small-Mid Cap Core Fund Fund S000061485 · Registered fund · Jun 30, 2026 Virtus Equity Trust, not summed	547,117	0.27%	-193,029	Jun 30, 2026	Virtus Equity Trust, not summed
49	Electron Capital Partners, LLC 13F CIK 1586986 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	530,585	0.26%	-183,356	Jun 30, 2026	carried, not yet filed for the newest quarter
50	BROWN BROTHERS HARRIMAN & CO 13F CIK 14661 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	529,075	0.26%	-63,333	Jun 30, 2026	carried, not yet filed for the newest quarter

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

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Key facts CIK 1901440 CUSIP 903731107 13F (30d) 41 filings 41 filers Visit website Investor relations