ULH Институциональная собственность, Покупатели

Институциональная и фондовая собственность – покупатели

К основным держателям, открывшим новые позиции в Юниверсал Логистикс Холдингс, Инк., относятся TMVAX - Акции RBC Microcap Value Fund A, ЮМА Финансовые услуги, Инк., ETTOX - E*TRADE Без комиссии, общий индексный фонд рынка, и IFP Advisors, Inc. .

На этой странице показаны изменения в структуре собственности путем перечисления учреждений, фондов и крупных акционеров, которые увеличили свои активы или открыли новые позиции за последний отчетный период. Зеленые строки обозначают новые позиции. Нажмите на ссылку значок, чтобы просмотреть полную историю транзакций.

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Дата файла	Источник	Инвестор	Акции	Δ Акции (%)	Сообщено Ценить (1000 долларов США)	Δ Значение (%)
2025-05-27	NP	FECGX - Индексный фонд роста малой капитализации Fidelity This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 505	2,17	39	-41,79
2025-08-26	NP	EQ ADVISORS TRUST - портфель акций EQ/AB Small Cap Growth, класс IB	2 630	43,72	67	37,50
2025-06-26	NP	FZIPX — Индексный фонд расширенного рынка Fidelity ZERO This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2 210	25,00	48	-9,43
2025-08-14	13F	Инвестиционный совет штата Висконсин	19 250	107,37	489	100,82
2025-08-04	13F	Стрс Огайо	12 900	7,50	327	4,14
2025-08-08	13F	Pnc Financial Services Group, Inc.	30		1
2025-07-25	13F	ЦВМ, ООО	107	101,89	0
2025-07-24	13F	IFP Advisors, Inc.	0		0
2025-07-24	NP	FCFMX — индексный фонд общего рынка Fidelity Series This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	10 067	8,62	242	-3,97
2025-08-26	NP	VVICX — портфолио Voya VACS Index Series SC	559	7,71	14	7,69
2025-06-26	NP	DFAS - Dimensional US Small Cap ETF	57 298	5,20	1 246	-48,30
2025-07-28	NP	VCSLX — Индексный фонд малой капитализации	4 727	81,81	114	61,43
2025-03-28	NP	DXUV - ETF на акции векторных акций США	33	37,50	1	0,00
2025-08-14	13F/A	Барклайс ПЛК	12 964	49,49	0
2025-08-13	13F	First Trust Advisors Lp.	129 253	44,22	3 280	39,52
2025-06-26	NP	Dfa Investment Dimensions Group Inc. Портфель целевой стоимости Va Us This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	9 576	15,71	208	-43,01
2025-06-26	NP	DFSVX — Портфель акций малой капитализации США — институциональный класс This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	51 996	10,91	1 130	-45,49
2025-06-26	NP	KCXIX - Индексный фонд с полной капитализацией Knights of Columbus I, акции	29	11,54	1	-100,00
2025-06-26	NP	FLXSX — Индексный фонд малой капитализации Fidelity Flex This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 358	25,28	30	-38,30
2025-08-26	NP	EQ ADVISORS TRUST - Индекс портфеля EQ/Small Company Класс IB	6 000	7,14	152	4,11
2025-06-26	NP	DFAT – ETF с целевой стоимостью в США	61 419	19,07	1 335	-41,47
2025-08-27	NP	BBVSX - Фонд малой и средней капитализации Bridge Builder	3 218	55,76	82	50,00
2025-06-26	NP	NRSH — ETF Aztlan North America Nearshoring Stock Selection	2 085	85,17	45	-8,16
2025-07-14	13F	ЮМА Финансовые услуги, Инк.	39		1
2025-06-27	NP	EBIT - Harbor AlphaEdge Small Cap Earners ETF	218	17,84	5	-50,00
2025-08-25	NP	TMVAX - Акции RBC Microcap Value Fund A	4 270		108
2025-09-04	13F/A	Advisor Group Holdings, Inc.	16	45,45	0
2025-08-12	13F	Американские компании века, Inc.	262 597	5,57	6 665	2,11
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT Портфель малой капитализации класса IB	1 049	57,04	27	52,94
2025-08-28	NP	SSMHX - Портфель индекса акций малой и средней капитализации State Street This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2 729	7,91	69	4,55
2025-08-14	13F	ООО «Фмр»	3 949 980	12,44	100 250	8,76
2025-08-26	NP	NSIDX — Индексный фонд Северной малой капитализации	3 308	13,72	84	9,21
2025-07-30	13F	Денали Эдвайзерс, ООО	101 224	0,22	2 569	-3,06
2025-07-24	13F	ООО «Капитал Эдвайзерс, Лтд.»	26	62,50	0
2025-08-22	NP	FISVX — Индексный фонд малой капитализации Fidelity This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	7 442	55,43	189	50,40
2025-07-28	NP	AVSC — Avantis US ETF акций малой капитализации This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	14 068	5,35	338	-6,89
2025-08-12	13F	Чарльз Шваб Инвестмент Менеджмент Инк.	57 012	0,19	1 447	-3,15
2025-08-14	13F	ЮБС Групп АГ	32 939	34,39	836	29,86
2025-06-26	NP	FLKSX - Фонд недорогих акций Fidelity K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	295 202	25,49	6 418	-38,31
2025-08-11	13F	Пасифик Ридж Кэпитал Партнерс, ООО	15 480	57,32	393	51,94
2025-06-25	NP	FYT — Фонд AlphaDEX First Trust Small Cap Value This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	30 631	28,84	666	-36,73
2025-08-13	13F	EverSource Wealth Advisors, LLC	107	245,16	3
2025-07-29	NP	VRTIX - Институциональные акции индексного фонда Vanguard Russell 2000 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	35 083	14,15	844	1,08
2025-05-30	NP	QSML - Фонд роста качества WisdomTree США SmallCap	310	12,32	8	-33,33
2025-08-14	13F	ООО «Лазард Эссет Менеджмент»	20 569	7,09	1
2025-08-14	13F	Федерация Дежарденов Кессе Квебека	13 188	11,36	335	7,74
2025-08-26	NP	EQ ADVISORS TRUST — портфель 1290 VT Micro Cap, класс IB	1 413	11,17	36	6,06
2025-06-26	NP	DFSV — ETF малой капитализации США	26 340	53,54	573	-24,54
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - Институциональный класс портфеля устойчивого развития США This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	7 152	12,59	155	-44,64
2025-06-24	NP	BBSC — JPMorgan BetaBuilders ETF акций малой капитализации США	2 419	11,42	53	-45,83
2025-08-01	13F	Энвестнет Эссет Менеджмент Инк	9 433	0,47	239	-2,85
2025-07-28	NP	AVUV — ETF Avantis US Small Cap Value This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	221 510	5,46	5 330	-6,72
2025-08-14	13F	Стейт Стрит Корп	149 750	1,25	3 816	-2,05
2025-08-12	13F	Проэквитис, Инк.	0		0
2025-07-09	13F	Харбор Кэпитал Эдвайзерс, Инк.	219	17,74	0
2025-06-26	NP	DFFVX – Целевой портфель стоимости США – Институциональный класс This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	97 438	11,30	2 118	-45,29
2025-07-24	NP	ONEQ — отслеживание акций Fidelity Nasdaq Composite Index This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	12 625	0,48	304	-11,14
2025-08-08	13F/A	ООО «Стерлинг Кэпитал Менеджмент»	182	124,69	5	100,00
2025-08-12	13F	Legal & General Group Plc.	13 514	93,72	343	86,89
2025-06-25	NP	FIDU — ETF Fidelity MSCI Industrials Index This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 923	2,40	42	-50,60
2025-08-11	13F	Ротшильд Инвестмент, ООО	10	100,00	0
2025-06-25	NP	FAB — фонд AlphaDEX First Trust с мультикапитализационной стоимостью This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	5 643	53,30	123	-24,69
2025-08-29	NP	EES — фонд WisdomTree, США SmallCap, н/д	22 735	1,82	577	-1,37
2025-08-28	NP	SPGM - портфель SPDR(R) MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 675	2,76	43	0,00
2025-06-26	NP	FDMLX — Фонд внутренних возможностей серии Fidelity This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	168 138	40,43	3 655	-30,96
2025-08-14	13F	Альянсбернштайн Лп	9 520	14,42	242	10,55
2025-08-14	13F	Ubs Asset Management Americas Inc.	16 625	89,35	422	83,04
2025-07-30	NP	FCTDX - Фонд стратегических советников Fidelity US Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	429 480	18,36	10 333	4,70
2025-06-27	NP	SUNAMERICA SERIES TRUST - Индексный портфель малой капитализации SA, класс 1	776	2,92	17	-51,52
2025-08-22	NP	ФОНД ПЕРЕМЕННЫХ СТРАХОВЫХ ПРОДУКТОВ II - Портфель расширенного рыночного индекса, начальный класс	365	29,89	9	-10,00
2025-06-26	NP	FLPSX — Фонд недорогих акций Fidelity This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 771 946	21,24	38 522	-40,39
2025-06-26	NP	ETTOX - E*TRADE Без комиссии, общий индексный фонд рынка	13		0
2025-06-27	NP	RSSL — Global X Russell 2000 ETF	4 077	4,78	89	-48,84
2025-08-08	13F	Геоде Кэпитал Менеджмент, ООО	193 413	4,34	4 910	0,90
2025-05-20	NP	FLQS — ETF акций малой капитализации Franklin LibertyQ США	418	10,00	11	-41,18
2025-06-25	NP	ISCB — iShares Morningstar ETF малой капитализации This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	369	4,24	8	-46,67
2025-06-26	NP	ISCV — iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	1 396	4,02	30	-49,15
2025-05-22	NP	ROSC — Hartford Multifactor Small Cap ETF	2 604	3,37	68	-40,87
2025-08-15	13F	ООО «Тауэр Рисерч Кэпитал» (ТРЦ)	2 130	403,55	54	390,91
2025-08-14	13F	Bnp Paribas Arbitrage, суббота	706	61,56	18	54,55
2025-08-22	NP	ФОНД ПЕРЕМЕННЫХ СТРАХОВЫХ ПРОДУКТОВ II – Общий рыночный индексный портфель, начальный класс	154	43,93	4	0,00
2025-08-12	13F	Dimension Fund Advisors Lp.	885 846	3,97	22 484	0,55
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB	234	27,87	6	25,00
2025-07-28	NP	HDG — ETF ProShares Hedge Replication	9	12,50	0
2025-06-25	NP	FYX - Первый трастовый фонд AlphaDEX с малой капитализацией This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	97 749	48,71	2 125	-26,88
2025-08-05	13F	Банк Нью-Йорка Меллон Корп.	93 736	2,03	2 379	-1,29
2025-08-14	13F	Королевский банк Канады	30 289	761,22	769	726,88
2025-07-24	NP	FSMAX - Индексный фонд расширенного рынка Fidelity This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	39 003	1,60	938	-10,15
2025-08-28	NP	IWN — iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	59 872	44,82	1 520	40,13
2025-06-26	NP	FSSNX — Индексный фонд малой капитализации Fidelity This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	69 525	3,20	1 511	-49,28
2025-06-26	NP	FZROX - Индексный фонд Fidelity ZERO Total Market This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	3 249	26,47	71	-10,26

ULH / Universal Logistics Holdings, Inc. – институциональная собственность – покупатели

Институциональная и фондовая собственность – покупатели