ULH / Universal Logistics Holdings, Inc. - Participation institutionnelle - Acheteurs

Universal Logistics Holdings, Inc.
US ˙ NasdaqGS ˙ US91388P1057

Participation institutionnelle et des fonds - Acheteurs

Les principaux détenteurs qui ont ouvert de nouvelles positions dans Universal Logistics Holdings, Inc. comprennent TMVAX - RBC Microcap Value Fund A Shares, UMA Financial Services, Inc., ETTOX - E*TRADE No Fee Total Market Index Fund, et IFP Advisors, Inc .

Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)		 Actions Δ Actions
(%)		 Valeur déclarée
(1000 $)		 Δ Valeur
(%)		 Allocation de portefeuille
(%)
2025-05-27 NP FECGX - Fidelity Small Cap Growth Index 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 1 505 2,17 39 -41,79
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 2 630 43,72 67 37,50
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index 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 2 210 25,00 48 -9,43
2025-08-14 13F State Of Wisconsin Investment Board 19 250 107,37 489 100,82
2025-08-04 13F Strs Ohio 12 900 7,50 327 4,14
2025-08-08 13F Pnc Financial Services Group, Inc. 30 1
2025-07-25 13F Cwm, Llc 107 101,89 0
2025-07-24 13F IFP Advisors, Inc 0 0
2025-07-24 NP FCFMX - Fidelity Series Total Market Index 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 10 067 8,62 242 -3,97
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 559 7,71 14 7,69
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 57 298 5,20 1 246 -48,30
2025-07-28 NP VCSLX - Small Cap Index Fund 4 727 81,81 114 61,43
2025-03-28 NP DXUV - Dimensional US Vector Equity ETF 33 37,50 1 0,00
2025-08-14 13F/A Barclays Plc 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 - Va U.s. Targeted Value Portfolio 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 - U.s. Small Cap Value Portfolio - Institutional Class 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 - Knights of Columbus U.S. All Cap Index Fund I Shares 29 11,54 1 -100,00
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index 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 1 358 25,28 30 -38,30
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6 000 7,14 152 4,11
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 61 419 19,07 1 335 -41,47
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 3 218 55,76 82 50,00
2025-06-26 NP NRSH - Aztlan North America Nearshoring Stock Selection ETF 2 085 85,17 45 -8,16
2025-07-14 13F UMA Financial Services, Inc. 39 1
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 218 17,84 5 -50,00
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 4 270 108
2025-09-04 13F/A Advisor Group Holdings, Inc. 16 45,45 0
2025-08-12 13F American Century Companies Inc 262 597 5,57 6 665 2,11
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1 049 57,04 27 52,94
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio 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 Fmr Llc 3 949 980 12,44 100 250 8,76
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 3 308 13,72 84 9,21
2025-07-30 13F Denali Advisors Llc 101 224 0,22 2 569 -3,06
2025-07-24 13F Capital Advisors, Ltd. LLC 26 62,50 0
2025-08-22 NP FISVX - Fidelity Small Cap Value Index 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 7 442 55,43 189 50,40
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF 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 Charles Schwab Investment Management Inc 57 012 0,19 1 447 -3,15
2025-08-14 13F UBS Group AG 32 939 34,39 836 29,86
2025-06-26 NP FLKSX - Fidelity Low-Priced Stock K6 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 295 202 25,49 6 418 -38,31
2025-08-11 13F Pacific Ridge Capital Partners, LLC 15 480 57,32 393 51,94
2025-06-25 NP FYT - First Trust Small Cap Value AlphaDEX Fund 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 - Vanguard Russell 2000 Index Fund Institutional Shares 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 - WisdomTree U.S. SmallCap Quality Growth Fund 310 12,32 8 -33,33
2025-08-14 13F Lazard Asset Management Llc 20 569 7,09 1
2025-08-14 13F Federation des caisses Desjardins du Quebec 13 188 11,36 335 7,74
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1 413 11,17 36 6,06
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 26 340 53,54 573 -24,54
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 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 U.S. Small Cap Equity ETF 2 419 11,42 53 -45,83
2025-08-01 13F Envestnet Asset Management Inc 9 433 0,47 239 -2,85
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF 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 State Street Corp 149 750 1,25 3 816 -2,05
2025-08-12 13F Proequities, Inc. 0 0
2025-07-09 13F Harbor Capital Advisors, Inc. 219 17,74 0
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class 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 - Fidelity Nasdaq Composite Index Tracking Stock 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 Sterling Capital Management LLC 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 - Fidelity MSCI Industrials Index ETF 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 Rothschild Investment Llc 10 100,00 0
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX Fund 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 - WisdomTree U.S. SmallCap Fund N/A 22 735 1,82 577 -1,37
2025-08-28 NP SPGM - SPDR(R) Portfolio 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 - Fidelity Series Intrinsic Opportunities 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 168 138 40,43 3 655 -30,96
2025-08-14 13F Alliancebernstein L.p. 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 - Strategic Advisers Fidelity U.S. 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 - SA Small Cap Index Portfolio Class 1 776 2,92 17 -51,52
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 365 29,89 9 -10,00
2025-06-26 NP FLPSX - Fidelity Low-Priced 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 1 771 946 21,24 38 522 -40,39
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 13 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 4 077 4,78 89 -48,84
2025-08-08 13F Geode Capital Management, Llc 193 413 4,34 4 910 0,90
2025-05-20 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 418 10,00 11 -41,18
2025-06-25 NP ISCB - iShares Morningstar Small-Cap 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 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 Tower Research Capital LLC (TRC) 2 130 403,55 54 390,91
2025-08-14 13F Bnp Paribas Arbitrage, Sa 706 61,56 18 54,55
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 154 43,93 4 0,00
2025-08-12 13F Dimensional 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 - ProShares Hedge Replication ETF 9 12,50 0
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund 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 Bank of New York Mellon Corp 93 736 2,03 2 379 -1,29
2025-08-14 13F Royal Bank Of Canada 30 289 761,22 769 726,88
2025-07-24 NP FSMAX - Fidelity Extended Market Index 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 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 - Fidelity Small Cap Index 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 69 525 3,20 1 511 -49,28
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index 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 3 249 26,47 71 -10,26
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