UVV · Universal Corp · Shareholders & Ownership

$38.39 +0.17 (+0.44%)

S&P 600 member Russell 2000 member Rebalance outlook locked

Market Cap

$971.57M

24.90M

Volume · Oct 21 464.69K Avg daily vol (3M) 330.71K

Every disclosed holder of UVV 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 UVV

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)	232	20,146,086	80.91%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	4,753,171	19.09%	Rest
Registered funds (N-PORT, not summed)	234	11,488,109	46.14%	No

Shares outstanding: 24,899,257, 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.

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 UVV

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	3,895,750	15.65%	+87,864	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	1,501,873	6.03%	+6,638	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	652,757	2.62%	+62,191	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	240,645	0.97%	+33,754	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P Small-Cap 600 Value ETF Fund S000004316 · Registered fund · Jun 30, 2026 iShares Trust, not summed	214,511	0.86%	-28,893	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	44,732	0.18%	+5,011	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,811,024	7.27%	+68,498	Jun 30, 2026	carried, not yet filed for the newest quarter
3	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,764,415	7.09%	-10,442	Jun 30, 2026	carried, not yet filed for the newest quarter
3.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	530,139	2.13%	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	209,895	0.84%	0	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	187,293	0.75%	-1,014	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	147,823	0.59%	+535	Jul 31, 2026	Dimensional ETF Trust, not summed
3.5	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	135,059	0.54%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,449,407	5.82%	+50,989	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	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	228,845	0.92%	-526	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	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	127,752	0.51%	-1,979	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.3	State Street(R) SPDR(R) S&P(R) Global Dividend ETF Fund S000040740 · Registered fund · Jun 30, 2026 SPDR INDEX SHARES FUNDS, not summed	59,627	0.24%	+5,241	Jun 30, 2026	SPDR INDEX SHARES FUNDS, not summed
4.4	State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF Fund S000039795 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	10,209	0.04%	-2,950	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	7,441	0.03%	-1,100	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,115,922	4.48%	+47,927	Jun 30, 2026	carried, not yet filed for the newest quarter
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	788,298	3.17%	+39,338	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	752,733	3.02%	-74,646	Jun 30, 2026	carried, not yet filed for the newest quarter
7.1	Invesco High Yield Equity Dividend AchieversTM ETF Fund S000003045 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	523,168	2.10%	+56,900	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7.2	Invesco S&P SmallCap 600 Revenue ETF Fund S000064596 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	61,976	0.25%	-1,750	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
7.3	Invesco S&P Smallcap 600 Pure Value ETF Fund S000060800 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	41,777	0.17%	+720	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
7.4	Invesco S&P SmallCap Low Volatility ETF Fund S000030965 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	34,771	0.14%	-5,341	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
7.5	Invesco S&P SmallCap High Dividend Low Volatility ETF Fund S000055539 · Registered fund · May 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	25,610	0.10%	+1,249	May 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
8	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	648,150	2.60%	+44,460	Jun 30, 2026	carried, not yet filed for the newest quarter
9	VANGUARD SMALL-CAP INDEX FUND Fund S000002845 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	572,074	2.30%	+25,440	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	424,680	1.71%	-53,345	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Schwab Fundamental U.S. Small Company ETF Fund S000040878 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	175,761	0.71%	-67,668	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10.2	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	119,856	0.48%	-1,717	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
10.3	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	61,114	0.25%	+8,193	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
10.4	Schwab Fundamental U.S. Small Company Index Fund Fund S000016767 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	39,359	0.16%	-7,544	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
10.5	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	14,651	0.06%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
11	PRUDENTIAL FINANCIAL INC 13F CIK 1137774 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	402,344	1.62%	-7,613	Jun 30, 2026	carried, not yet filed for the newest quarter
12	FIRST TRUST ADVISORS LP 13F CIK 1125816 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	391,184	1.57%	+37,529	Jun 30, 2026	carried, not yet filed for the newest quarter
12.1	First Trust Small Cap Core AlphaDEX Fund Fund S000017339 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	50,164	0.20%	-15,704	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
12.2	First Trust Small Cap Value AlphaDEX Fund Fund S000031807 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	9,163	0.04%	-11,571	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
12.3	First Trust Horizon Managed Volatility Small/Mid ETF Fund S000068212 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded Fund III, not summed	6,250	0.03%	+721	Jul 31, 2026	First Trust Exchange-Traded Fund III, not summed
12.4	First Trust Multi Cap Value AlphaDEX Fund Fund S000017342 · Registered fund · Jul 31, 2026 First Trust Exchange-Traded AlphaDEX Fund, not summed	1,583	0.01%	-1,622	Jul 31, 2026	First Trust Exchange-Traded AlphaDEX Fund, not summed
13	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	366,366	1.47%	+1,961	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	7	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
14	BARCLAYS PLC 13F CIK 312069 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	364,764	1.47%	-221,537	Jun 30, 2026	carried, not yet filed for the newest quarter
15	PZENA INVESTMENT MANAGEMENT LLC 13F CIK 1027796 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	363,477	1.46%	+33,989	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Pzena Small Cap Value Fund Fund S000053713 · Registered fund · May 31, 2026 Advisors Series Trust, not summed	15,031	0.06%	0	May 31, 2026	Advisors Series Trust, not summed
16	VANGUARD SMALL-CAP VALUE INDEX FUND Fund S000002847 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	362,083	1.45%	+14,340	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	358,446	1.44%	-75,006	Jun 30, 2026	carried, not yet filed for the newest quarter
18	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	342,650	1.38%	+9,227	Jun 30, 2026	carried, not yet filed for the newest quarter
19	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	320,245	1.29%	+146,479	Jun 30, 2026	carried, not yet filed for the newest quarter
20	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13F CIK 1705339 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	297,320	1.19%	+14,198	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Global X SuperDividend U.S. ETF Fund S000039638 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	290,043	1.16%	+12,431	Jul 31, 2026	GLOBAL X FUNDS, not summed
20.2	Global X Russell 2000 ETF Fund S000085029 · Registered fund · Jul 31, 2026 GLOBAL X FUNDS, not summed	12,018	0.05%	+1,532	Jul 31, 2026	GLOBAL X FUNDS, not summed
21	VANGUARD CONSUMER STAPLES INDEX FUND Fund S000004447 · Registered fund · May 31, 2026 VANGUARD WORLD FUND, not summed	292,534	1.17%	+4,042	May 31, 2026	VANGUARD WORLD FUND, not summed
22	Qube Research & Technologies Ltd 13F CIK 1729829 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	289,656	1.16%	-10,334	Jun 30, 2026	carried, not yet filed for the newest quarter
23	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	287,187	1.15%	+8,851	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
24	First Trust Dow Jones Global Select Dividend Index Fund Fund S000019507 · Registered fund · Jun 30, 2026 First Trust Exchange-Traded Fund II, not summed	279,546	1.12%	+29,303	Jun 30, 2026	First Trust Exchange-Traded Fund II, not summed
25	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	271,904	1.09%	+21,909	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	12,643	0.05%	+1,638	Jun 30, 2026	Northern Funds, not summed
25.2	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	3,437	0.01%	-98	Jun 30, 2026	Northern Funds, not summed
25.3	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,160	0.01%	-1,543	Jul 31, 2026	FlexShares Trust, not summed
26	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	271,478	1.09%	+242,716	Jun 30, 2026	carried, not yet filed for the newest quarter
27	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	263,788	1.06%	+155,955	Jun 30, 2026	carried, not yet filed for the newest quarter
28	VICTORY CAPITAL MANAGEMENT INC 13F CIK 1040188 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	182,113	0.73%	-132,906	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Victory Market Neutral Income Fund Fund S000037769 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	149,526	0.60%	+6,615	Jun 30, 2026	Victory Portfolios II, not summed
28.2	VictoryShares Small Cap Free Cash Flow ETF Fund S000080690 · Registered fund · Jun 30, 2026 Victory Portfolios II, not summed	28,767	0.12%	-3,681	Jun 30, 2026	Victory Portfolios II, not summed
28.3	Victory Extended Market Index Fund Fund S000012941 · Registered fund · Jul 31, 2026 Victory Portfolios III, not summed	2,816	0.01%	+37	Jul 31, 2026	Victory Portfolios III, not summed
28.4	VictoryShares Hedged Equity Income ETF Fund S000085473 · Registered fund · Dec 31, 2025 Victory Portfolios II, not summed	1,064	0.00%	+48	Dec 31, 2025	Victory Portfolios II, not summed
29	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	164,324	0.66%	+5,567	Jun 30, 2026	carried, not yet filed for the newest quarter
30	VANGUARD TAX-MANAGED SMALL-CAP FUND Fund S000004387 · Registered fund · Jun 30, 2026 VANGUARD TAX-MANAGED FUNDS, not summed	161,699	0.65%	0	Jun 30, 2026	VANGUARD TAX-MANAGED FUNDS, not summed
31	Hentschke Airton L Insider CIK 1578925 · Jun 2, 2026 Senior VP & COO, issuer-wide, not summed	144,163	0.58%	+15,970	Jun 2, 2026	Senior VP & COO, issuer-wide, not summed
32	Adams Asset Advisors, LLC 13F CIK 1386929 · Registered investment adviser · Sep 30, 2026	134,972	0.54%	+1,080	Sep 30, 2026
33	Point72 Asset Management, L.P. 13F CIK 1603466 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	134,762	0.54%	+88,694	Jun 30, 2026	carried, not yet filed for the newest quarter
34	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	131,196	0.53%	+9,569	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	8,438	0.03%	-1,407	May 31, 2026	Goldman Sachs ETF Trust, not summed
34.2	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	4,586	0.02%	+584	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
35	WisdomTree U.S. SmallCap Dividend Fund Fund S000012394 · Registered fund · Jun 30, 2026 WisdomTree Trust, not summed	130,882	0.53%	+917	Jun 30, 2026	WisdomTree Trust, not summed
36	ProShare Advisors LLC 13F CIK 1357955 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	130,059	0.52%	+7,894	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	ProShares Russell 2000 Dividend Growers ETF Fund S000047885 · Registered fund · May 31, 2026 ProShares Trust, not summed	117,952	0.47%	+3,745	May 31, 2026	ProShares Trust, not summed
36.2	ProShares Russell U.S. Dividend Growers ETF Fund S000066433 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,312	0.01%	+61	May 31, 2026	ProShares Trust, not summed
36.3	ProShares Russell 2000 High Income ETF Fund S000087688 · Registered fund · May 31, 2026 ProShares Trust, not summed	1,140	0.00%	+89	May 31, 2026	ProShares Trust, not summed
36.4	ProShares UltraPro Russell2000 Fund S000024921 · Registered fund · May 31, 2026 ProShares Trust, not summed	902	0.00%	-593	May 31, 2026	ProShares Trust, not summed
36.5	ProShares Ultra Russell2000 Fund S000014248 · Registered fund · May 31, 2026 ProShares Trust, not summed	891	0.00%	-606	May 31, 2026	ProShares Trust, not summed
37	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	124,220	0.50%	+4,345	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
38	Wigner Preston Douglas Insider CIK 1339833 · Oct 1, 2026 Director, Chairman, President & CEO, issuer-wide, not summed	121,913	0.49%	-5,340	Oct 1, 2026	Director, Chairman, President & CEO, issuer-wide, not summed
39	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	120,455	0.48%	-654	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	SmallCap S&P 600 Index Fund Fund S000007203 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	18,362	0.07%	-1,227	Jul 31, 2026	Principal Funds, Inc, not summed
39.2	SmallCap Value Fund II Fund S000007169 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,652	0.01%	+876	Jul 31, 2026	Principal Funds, Inc, not summed
40	DAVENPORT & Co LLC 13F CIK 887777 · Registered investment adviser · Sep 30, 2026	118,373	0.48%	-7,047	Sep 30, 2026
41	FRANKLIN RESOURCES INC 13F CIK 38777 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	109,681	0.44%	+2,066	Jun 30, 2026	carried, not yet filed for the newest quarter
41.1	Franklin U.S. Small Cap Multifactor Index ETF Fund S000057202 · Registered fund · Jun 30, 2026 Franklin Templeton ETF Trust, not summed	1,743	0.01%	-17	Jun 30, 2026	Franklin Templeton ETF Trust, not summed
42	Vestcor Inc 13F CIK 1536925 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	108,156	0.43%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
43	COMMONWEALTH EQUITY SERVICES, LLC 13F CIK 312272 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	100,314	0.40%	+7,438	Jun 30, 2026	carried, not yet filed for the newest quarter
44	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	98,190	0.39%	+3,769	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
45	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	93,164	0.37%	-87,056	Jun 30, 2026	carried, not yet filed for the newest quarter
46	VANGUARD S&P SMALL-CAP 600 INDEX FUND Fund S000030017 · Registered fund · May 31, 2026 VANGUARD ADMIRAL FUNDS, not summed	86,297	0.35%	+786	May 31, 2026	VANGUARD ADMIRAL FUNDS, not summed
47	Public Sector Pension Investment Board 13F CIK 1396318 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	85,518	0.34%	-3,643	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Creative Planning 13F CIK 1540235 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	72,829	0.29%	+15,734	Jun 30, 2026	carried, not yet filed for the newest quarter
49	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	72,121	0.29%	+33,665	Jun 30, 2026	carried, not yet filed for the newest quarter
50	Kroner Johan C. Insider CIK 1730904 · Jul 11, 2025 Senior VP & CFO, issuer-wide, not summed	69,297	0.28%	+11,025	Jul 11, 2025	Senior VP & CFO, issuer-wide, not summed

38 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 102037 CUSIP 913456109 13F (30d) 27 filings 27 filers Visit website Investor relations