UVE · Universal Insurance Holdings, Inc. · Shareholders & Ownership

$47.21 -0.66 (-1.38%) At close · Oct 27 Q3 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Market Cap

$1.33B

27.83M

Volume · Oct 27 281.54K Avg daily vol (3M) 191.66K

Every disclosed holder of UVE 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 UVE

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)	223	21,618,377	77.68%	Yes
Insiders (Forms 3, 4, 5)	14	2,508,867	9.01%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	3,703,111	13.31%	Rest
Registered funds (N-PORT, not summed)	276	9,374,238	33.68%	No

Shares outstanding: 27,830,355, 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 UVE

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	2,683,917	9.64%	+99,676	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	671,583	2.41%	+35,027	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	241,817	0.87%	+72,698	Jun 30, 2026	iShares Trust, not summed
1.3	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · Aug 31, 2026 BlackRock Funds, not summed	192,266	0.69%	+34,598	Aug 31, 2026	BlackRock Funds, not summed
1.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	85,103	0.31%	+20,948	Jun 30, 2026	iShares Trust, not summed
1.5	iShares U.S. Small-Cap Equity Factor ETF Fund S000048624 · Registered fund · Jul 31, 2026 iShares Trust, not summed	53,979	0.19%	+3,933	Jul 31, 2026	iShares Trust, not summed
2	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,294,058	4.65%	+3,006	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	232,902	0.84%	+5,920	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	198,660	0.71%	+4,822	Jul 31, 2026	Dimensional ETF Trust, not summed
2.3	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	180,246	0.65%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.4	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	127,365	0.46%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
2.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	93,183	0.33%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
3	DOWNES SEAN P Insider CIK 1287040 · Sep 11, 2026 Director, Executive Chairman, issuer-wide	1,134,645	4.08%	-20,000	Sep 11, 2026	Director, Executive Chairman, issuer-wide
3.1	Sean P. Downes 13D CIK 1287040 · Unknown · Jul 28, 2025 Item 4 purpose: none of the classified purposes not summed	1,888,710	6.79%	+300,000	Jul 28, 2025	not summed
4	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,110,926	3.99%	-4,795	Jun 30, 2026	carried, not yet filed for the newest quarter
5	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,108,045	3.98%	+108,115	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	16,846	0.06%	+2,192	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
6	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	940,840	3.38%	+178,853	Jun 30, 2026	carried, not yet filed for the newest quarter
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	888,725	3.19%	-2,421	Jun 30, 2026	carried, not yet filed for the newest quarter
8	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	873,921	3.14%	+99,469	May 31, 2026	American Century ETF Trust, not summed
9	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	796,842	2.86%	-12,000	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	DONALD SMITH & CO., INC. 13F CIK 814375 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	721,686	2.59%	-451,851	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Donaghy Stephen Insider CIK 1492959 · Mar 30, 2026 Director, CEO, issuer-wide	699,461	2.51%	+2,567	Mar 30, 2026	Director, CEO, issuer-wide
11.1	Stephen J. Donaghy 13D CIK 1492959 · Unknown · Feb 28, 2024 Item 4 purpose: none of the classified purposes not summed	1,501,022	5.39%	—	Feb 28, 2024	not summed
12	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	642,440	2.31%	+37,055	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	9,017	0.03%	+100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
12.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	603	0.00%	+11	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
12.3	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	169	0.00%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	598,836	2.15%	-60,617	Jun 30, 2026	carried, not yet filed for the newest quarter
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	589,139	2.12%	-13,818	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	16	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
15	RENAISSANCERE HOLDINGS LTD 13F CIK 913144 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	583,771	2.10%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	552,379	1.98%	-101,818	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	Goldman Sachs Small Cap Value Insights Fund Fund S000014929 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	76,709	0.28%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
16.2	Goldman Sachs Small Cap Equity Insights Fund Fund S000009329 · Registered fund · Jul 31, 2026 Goldman Sachs Trust, not summed	45,917	0.17%	0	Jul 31, 2026	Goldman Sachs Trust, not summed
16.3	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	42,747	0.15%	+5,443	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
16.4	Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Fund S000009355 · Registered fund · Jun 30, 2026 Goldman Sachs Variable Insurance Trust, not summed	14,258	0.05%	0	Jun 30, 2026	Goldman Sachs Variable Insurance Trust, not summed
16.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	10,658	0.04%	+526	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
17	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 13F CIK 1164508 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	512,180	1.84%	+2,329	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	372,046	1.34%	+151,467	Jun 30, 2026	carried, not yet filed for the newest quarter
19	JACOBS LEVY EQUITY MANAGEMENT, INC 13F CIK 884414 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	328,726	1.18%	-7,762	Jun 30, 2026	carried, not yet filed for the newest quarter
20	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	314,811	1.13%	+103,787	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	AQR Small Cap Multi-Style Fund Fund S000040064 · Registered fund · Jun 30, 2026 AQR Funds, not summed	29,294	0.11%	+3,533	Jun 30, 2026	AQR Funds, not summed
20.2	AQR Small Cap Momentum Style Fund Fund S000025644 · Registered fund · Mar 31, 2026 AQR Funds, not summed	3,580	0.01%	—	Mar 31, 2026	AQR Funds, not summed
21	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	299,604	1.08%	+6,891	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	91,617	0.33%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
21.2	Small-Cap Value Fund Fund S000004427 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	58,000	0.21%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
22	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	288,984	1.04%	+9,642	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
23	LSV ASSET MANAGEMENT 13F CIK 1050470 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	274,300	0.99%	-500	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	LSV Small Cap Value Fund Fund S000039922 · Registered fund · Jul 31, 2026 ADVISORS' INNER CIRCLE FUND, not summed	47,900	0.17%	0	Jul 31, 2026	ADVISORS' INNER CIRCLE FUND, not summed
24	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	274,228	0.99%	+17,136	Jun 30, 2026	carried, not yet filed for the newest quarter
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	271,023	0.97%	+10,344	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	13,038	0.05%	+1,039	Jun 30, 2026	Northern Funds, not summed
25.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	4,212	0.02%	+208	Jul 31, 2026	FlexShares Trust, not summed
25.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	2,890	0.01%	-137	Jun 30, 2026	Northern Funds, not summed
26	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	254,595	0.91%	+14,800	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	253,066	0.91%	+6,258	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	Nuveen Quant Small Cap Equity Fund Fund S000005386 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	182,970	0.66%	-3,630	Jul 31, 2026	TIAA-CREF Funds, not summed
27.2	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	33,528	0.12%	+1,909	Jul 31, 2026	TIAA-CREF Funds, not summed
27.3	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	22,236	0.08%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
27.4	Nuveen Life Small Cap Equity Fund Fund S000005093 · Registered fund · Jun 30, 2026 TIAA-CREF Life Funds, not summed	3,804	0.01%	-95	Jun 30, 2026	TIAA-CREF Life Funds, not summed
27.5	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	551	0.00%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
28	Springer Jon Insider CIK 1492994 · Jun 11, 2026 Director, issuer-wide	250,734	0.90%	+3,414	Jun 11, 2026	Director, issuer-wide
29	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	250,009	0.90%	-9,911	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	118,421	0.43%	-3,125	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
29.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	61,763	0.22%	+6,211	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.3	Schwab Small-Cap Equity Fund Fund S000005516 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	35,935	0.13%	-17,997	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	15,897	0.06%	+5,000	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
29.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	14,165	0.05%	0	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30	VANGUARD STRATEGIC SMALL-CAP EQUITY FUND Fund S000012432 · Registered fund · Jun 30, 2026 VANGUARD HORIZON FUNDS, not summed	247,719	0.89%	+71,320	Jun 30, 2026	VANGUARD HORIZON FUNDS, not summed
31	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	234,306	0.84%	+26,821	Jun 30, 2026	carried, not yet filed for the newest quarter
31.1	Russell Investments U.S. Small Cap Equity ETF Fund S000089990 · Registered fund · Jun 30, 2026 Russell Investments Exchange Traded Funds, not summed	9,956	0.04%	—	Jun 30, 2026	Russell Investments Exchange Traded Funds, not summed
31.2	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	4,765	0.02%	-406	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
31.3	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	1,001	0.00%	-214	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
32	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	195,929	0.70%	-28,732	Jun 30, 2026	carried, not yet filed for the newest quarter
33	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	185,300	0.67%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
34	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	182,221	0.65%	+38,664	Jun 30, 2026	carried, not yet filed for the newest quarter
35	ACADIAN ASSET MANAGEMENT LLC 13F CIK 916542 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	179,827	0.65%	-4,118	Jun 30, 2026	carried, not yet filed for the newest quarter
36	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	170,005	0.61%	+21,841	Jun 30, 2026	carried, not yet filed for the newest quarter
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	166,369	0.60%	+1,196	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VANGUARD EXPLORER FUND Fund S000002578 · Registered fund · Jul 31, 2026 VANGUARD EXPLORER FUND, not summed	154,295	0.55%	+23,835	Jul 31, 2026	VANGUARD EXPLORER FUND, not summed
39	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	150,952	0.54%	+20,357	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	149,987	0.54%	+6,891	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	149,987	0.54%	+6,891	Jun 30, 2026	EA Series Trust, not summed
41	Trexquant Investment LP 13F CIK 1633445 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	142,034	0.51%	+12,269	Jun 30, 2026	carried, not yet filed for the newest quarter
42	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	137,974	0.50%	-84,870	Jun 30, 2026	carried, not yet filed for the newest quarter
43	Wilcox Frank Insider CIK 1587355 · Mar 27, 2026 CFO, issuer-wide	136,272	0.49%	+1,893	Mar 27, 2026	CFO, issuer-wide
44	ArrowMark Colorado Holdings LLC 13F CIK 1483859 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	135,000	0.49%	-23,000	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Meridian Contrarian Fund Fund S000001463 · Registered fund · Jun 30, 2026 Meridian Fund Inc, not summed	135,000	0.49%	-23,000	Jun 30, 2026	Meridian Fund Inc, not summed
45	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	130,712	0.47%	+4,615	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
46	SMALL COMPANY GROWTH PORTFOLIO Fund S000004394 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	126,296	0.45%	0	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
47	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	125,600	0.45%	-107,812	Jun 30, 2026	carried, not yet filed for the newest quarter
48	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	122,819	0.44%	+1,827	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Putnam Dynamic Asset Allocation Growth Fund Fund S000000780 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	7,690	0.03%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
48.2	Putnam Dynamic Asset Allocation Balanced Fund Fund S000000778 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	5,311	0.02%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
48.3	Franklin Small Cap Enhanced ETF Fund S000097279 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	3,470	0.01%	-426	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
48.4	Putnam Dynamic Asset Allocation Conservative Fund Fund S000000779 · Registered fund · Jun 30, 2026 Putnam Asset Allocation Funds, not summed	835	0.00%	0	Jun 30, 2026	Putnam Asset Allocation Funds, not summed
48.5	Franklin Dynamic Asset Allocation Equity Fund Fund S000024760 · Registered fund · Aug 31, 2026 Putnam Funds Trust, not summed	360	0.00%	-150	Aug 31, 2026	Putnam Funds Trust, not summed
49	LAZARD ASSET MANAGEMENT LLC 13F CIK 1207017 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	118,191	0.42%	+1,995	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Informed Momentum Co LLC 13F CIK 1510989 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	111,414	0.40%	+111,414	Jun 30, 2026	carried, not yet filed for the newest quarter

32 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 891166 CUSIP 91359V107 13F (30d) 32 filings 32 filers Visit website Investor relations