UFPI UFP Industries, Inc. - Common Stock

NASDAQ · Building · View on SEC EDGAR ↗
$89.82
Price · Aug 19, 2026
Fundamentals as of Aug 5, 2026

About UFP Industries, Inc. - Common Stock Company overview from Wikipedia

UFP Industries, Inc. is a holding company that serves three markets: retail, industrial and construction. The company is headquartered in Grand Rapids, Michigan, and has been publicly traded since 1993. UFP Industries has 218 affiliated operations, which supply tens of thousands of products to three markets: UFP Retail, UFP Construction, and UFP Packaging.

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UFP Industries, Inc. is a holding company that serves three markets: retail, industrial and construction. The company is headquartered in Grand Rapids, Michigan, and has been publicly traded (Nasdaq: UFPI) since 1993. UFP Industries has 218 affiliated operations, which supply tens of thousands of products to three markets: UFP Retail, UFP Construction, and UFP Packaging.

UFP Industries was founded in Michigan in 1955 as a supplier of lumber to the manufactured housing industry. In 2021, the company had over 200 locations in eight countries with 15,000+ employees and sales of $8.6 billion.

The company is listed in the Fortune 1000 list of America's largest corporations as of 2022, and in the 2005 Forbes magazine's Platinum 400 ranking of the best-performing U.S. companies with annual revenue of more than $8 billion.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

UFPI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$89.81
Market Cap
$5.08B
P/E (TTM)
18.0
EPS (TTM)
$5.00
Revenue (TTM)
$6.32B
Div Yield
1.6%
ROE
9.4%
Debt/Equity
0.1
52W Range
$78 – $118

UFPI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income $6.32B
3-point trend, -12.4%
2023-12-30 2025-12-27
EPS $5.00
3-point trend, -38.0%
2023-12-30 2025-12-27
Free Cash Flow $276M
3-point trend, -64.5%
2023-12-30 2025-12-27
Margins 4.7%
3-point trend, -14.7%
2023-12-30 2025-12-27

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
UFPI
Peer Median
P/E (TTM)
3-point trend, +19.3%
18.0
26.0
P/S (TTM)
3-point trend, -22.4%
0.8
2.1
P/B
3-point trend, -33.5%
1.7
2.4
EV / EBITDA
3-point trend, +17.4%
12.0
Price / FCF
3-point trend, +91.5%
18.4

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
UFPI
Peer Median
Gross Margin
3-point trend, -14.7%
16.8%
29.2%
Operating Margin
3-point trend, -35.7%
5.8%
Net Profit Margin
3-point trend, -34.6%
4.7%
5.2%
ROA
3-point trend, -43.8%
7.2%
4.3%
ROE
3-point trend, -46.0%
9.4%
8.9%
ROIC
3-point trend, -44.8%
8.3%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
UFPI
Peer Median
Debt / Equity
3-point trend, -18.7%
0.1
Current Ratio
3-point trend, +4.2%
4.6
2.1
Quick Ratio
3-point trend, -3.8%
2.9

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
UFPI
Peer Median
Revenue YoY
3-point trend, -12.4%
-5.0%
Revenue CAGR 3Y
3-point trend, -12.4%
-13.1%
Revenue CAGR 5Y
3-point trend, -12.4%
4.2%
EPS YoY
3-point trend, -38.0%
-26.1%
Net Income YoY
3-point trend, -42.7%
-28.9%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
UFPI
Peer Median
EPS (Diluted)
3-point trend, -38.0%
$5.00

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
UFPI
Peer Median
Payout Ratio
3-point trend, +110.5%
27.9%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
1.6%
Payout Ratio
27.9%
5Y Div CAGR
Ex-dateAmount
June 1, 2026$0.3600
March 2, 2026$0.3600
Dec. 1, 2025$0.3500
Aug. 29, 2025$0.3500
June 2, 2025$0.3500
March 3, 2025$0.3500
Dec. 2, 2024$0.3300
Aug. 30, 2024$0.3300
June 3, 2024$0.3300
Feb. 29, 2024$0.3300
Nov. 30, 2023$0.3000
Aug. 31, 2023$0.3000
May 31, 2023$0.2500
Feb. 28, 2023$0.2500
Nov. 30, 2022$0.2500
Aug. 31, 2022$0.2500
May 31, 2022$0.2500
Feb. 28, 2022$0.2000
Nov. 30, 2021$0.2000
Aug. 31, 2021$0.1500

UFPI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 11 analysts
  • Strong Buy 2 18.2%
  • Buy 6 54.5%
  • Hold 3 27.3%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

5 analysts · 2026-08-19
Median target $105.00 +16.9%
Mean target $102.00 +13.6%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
-0.19%
Period EPS Actual EPS Est Surprise
June 30, 2026 $1.48 $1.42 0.06%
March 31, 2026 $0.89 $1.12 -0.23%
Dec. 31, 2025 $0.70 $1.10 -0.40%
Sept. 30, 2025 $1.29 $1.40 -0.11%
June 30, 2025 $1.70 $1.88 -0.18%
March 31, 2025 $1.30 $1.60 -0.30%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
UFPI $5.25B 18.6 -5.0% 4.7% 9.4% 16.8%
BLDR $11.38B 26.4 -7.4% 2.9% 10.2% 30.4%
AAON $6.23B 59.1 20.1% 7.5% 12.4% 26.8%
CSW $4.66B 38.9 23.2% 10.3% 10.3% 41.9%
FBIN $6.16B 20.8 -3.2% 6.7% 12.6%
TREX $3.71B 19.7 2.0% 16.2% 18.8% 39.2%
GFF $3.53B 69.9 -4.0% 2.0% 35.4% 42.0%
AZZ $4.06B 13.0 4.6% 19.2% 24.0% 23.9%
HAYW $3.36B 22.7 6.7% 13.5% 9.8% 48.0%
REZI $5.27B -9.3 10.5% -7.0% -19.1% 29.4%
MBC $1.43B 53.7 1.3% 0.98% 2.0% 30.3%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 16
Annual Income Statement data for UFPI
Metric Trend 2025202420232022
Revenue 4-point trend, -34.3% $6.32B $6.65B $7.22B $9.63B
Cost of Revenue 4-point trend, -32.9% $5.26B $5.43B $5.80B $7.84B
Gross Profit 4-point trend, -40.8% $1.06B $1.23B $1.42B $1.79B
SG&A Expense 4-point trend, -17.0% $691M $735M $767M $832M
Operating Expenses 3-point trend, -9.9% $696M $734M $772M ·
Operating Income 4-point trend, -61.7% $364M $492M $647M $950M
Interest Expense 2-point trend, -7.7% · · $13M $14M
Other Non-op 4-point trend, +284.4% $28M $48M $25M $-15M
Pretax Income 4-point trend, -58.0% $392M $540M $671M $935M
Income Tax 4-point trend, -58.1% $96M $121M $157M $230M
Net Income 4-point trend, -57.4% $295M $415M $514M $693M
EPS (Basic) 4-point trend, -54.8% $5.00 $6.78 $8.21 $11.05
EPS (Diluted) 4-point trend, -54.4% $5.00 $6.77 $8.07 $10.97
Shares (Basic) 4-point trend, -5.8% 56,684,000 58,754,000 59,619,000 60,180,000
Shares (Diluted) 4-point trend, -6.4% 56,795,000 58,878,000 60,639,000 60,653,000
EBITDA 4-point trend, -61.7% $364M $492M $647M $950M
Balance Sheet 28
Annual Balance Sheet data for UFPI
Metric Trend 2025202420232022
Cash & Equivalents 4-point trend, +63.4% $914M $1.17B $1.12B $559M
Short-term Investments 4-point trend, -4.6% $34M $31M $35M $36M
Receivables 4-point trend, -22.9% $476M $501M $549M $618M
Inventory 4-point trend, -25.8% $722M $721M $728M $973M
Other Current Assets 4-point trend, +56.4% $67M $50M $38M $43M
Current Assets 4-point trend, +0.3% $2.27B $2.50B $2.50B $2.26B
PP&E (Net) 4-point trend, +44.1% $993M $891M $777M $689M
PP&E (Gross) 4-point trend, +40.3% $1.94B $1.75B $1.56B $1.38B
Accum. Depreciation 4-point trend, +36.6% $944M $859M $783M $691M
Goodwill 4-point trend, +2.0% $344M $340M $336M $337M
Intangibles 4-point trend, -7.1% $134M $152M $175M $144M
Other Non-current Assets 4-point trend, +1.2% $102M $98M $87M $101M
Total Assets 4-point trend, +9.6% $4.02B $4.15B $4.02B $3.67B
Accounts Payable 4-point trend, -0.5% $206M $225M $203M $207M
Current Liabilities 4-point trend, -19.2% $494M $512M $568M $612M
Capital Leases 4-point trend, +16.0% $99M $95M $85M $85M
Deferred Tax 4-point trend, +62.3% $83M $31M $45M $51M
Other Non-current Liabilities 4-point trend, -35.5% $29M $32M $36M $45M
Total Liabilities 4-point trend, -12.6% $934M $901M $968M $1.07B
Long-term Debt 4-point trend, -17.5% $230M $234M $276M $278M
Total Debt 4-point trend, -17.4% $230M $234M $276M $278M
Common Stock 4-point trend, -8.2% $57M $61M $62M $62M
Paid-in Capital 4-point trend, +51.3% $445M $403M $355M $294M
Retained Earnings 4-point trend, +15.4% $2.56B $2.78B $2.58B $2.22B
AOCI 4-point trend, +117.2% $2M $-15M $1M $-9M
Stockholders' Equity 4-point trend, +19.4% $3.06B $3.22B $3.00B $2.56B
Liabilities + Equity 4-point trend, +9.6% $4.02B $4.15B $4.02B $3.67B
Shares Outstanding 4-point trend, -8.2% 56,591,900 60,724,308 61,621,004 61,618,193
Cash Flow 15
Annual Cash Flow data for UFPI
Metric Trend 2025202420232022
Stock-based Comp 4-point trend, +34.0% $38M $38M $35M $28M
Deferred Tax 4-point trend, +473.9% $49M $-15M $-6M $-13M
Amort. of Intangibles 4-point trend, +16.4% $23M $24M $21M $19M
Operating Cash Flow 4-point trend, -34.4% $546M $643M $960M $832M
CapEx 4-point trend, +54.7% $269M $232M $180M $174M
Investing Cash Flow 4-point trend, +22.8% $-273M $-271M $-240M $-354M
Stock Issued 4-point trend, -10.8% $2M $3M $3M $3M
Stock Repurchased 4-point trend, +352.1% $433M $141M $82M $96M
Net Stock Activity 4-point trend, -362.9% $-431M $-138M $-79M $-93M
Dividends Paid 4-point trend, +39.9% $82M $81M $68M $59M
Financing Cash Flow 4-point trend, -152.2% $-530M $-307M $-163M $-210M
Net Change in Cash 4-point trend, -194.8% $-255M $57M $563M $268M
Taxes Paid 4-point trend, -75.3% $68M $135M $158M $275M
Free Cash Flow 4-point trend, -58.0% $276M $410M $780M $657M
Levered FCF 2-point trend, +19.0% · · $770M $647M
Profitability 8
Annual Profitability data for UFPI
Metric Trend 2025202420232022
Gross Margin 4-point trend, -9.8% 16.8% 18.4% 19.7% 18.6%
Operating Margin 4-point trend, -41.6% 5.8% 7.4% 9.0% 9.9%
Net Margin 4-point trend, -35.3% 4.7% 6.2% 7.1% 7.2%
Pretax Margin 4-point trend, -36.0% 6.2% 8.1% 9.3% 9.7%
EBITDA Margin 4-point trend, -41.6% 5.8% 7.4% 9.0% 9.9%
ROA 4-point trend, -61.4% 7.2% 9.9% 12.8% 18.7%
ROE 4-point trend, -66.1% 9.4% 13.0% 17.4% 27.7%
ROIC 4-point trend, -66.9% 8.3% 11.0% 15.1% 25.2%
Liquidity & Solvency 5
Annual Liquidity & Solvency data for UFPI
Metric Trend 2025202420232022
Current Ratio 4-point trend, +24.2% 4.6 4.9 4.4 3.7
Quick Ratio 4-point trend, +45.4% 2.9 3.3 3.0 2.0
Debt / Equity 4-point trend, -30.9% 0.1 0.1 0.1 0.1
LT Debt / Equity 4-point trend, -30.4% 0.1 0.1 0.1 0.1
Interest Coverage 2-point trend, -26.3% · · 50.3 68.3
Efficiency 3
Annual Efficiency data for UFPI
Metric Trend 2025202420232022
Asset Turnover 4-point trend, -40.5% 1.5 1.6 1.8 2.6
Inventory Turnover 4-point trend, -7.9% 7.3 7.9 7.9 7.9
Receivables Turnover 4-point trend, +0.5% 12.9 11.6 11.6 12.9
Per Share 6
Annual Per Share data for UFPI
Metric Trend 2025202420232022
Book Value / Share 4-point trend, +30.0% $54.11 $53.09 $48.68 $41.61
Revenue / Share 4-point trend, -29.9% $111.28 $112.98 $119.04 $158.72
Cash Flow / Share 4-point trend, -29.9% $9.61 $10.91 $15.83 $13.71
Cash / Share 4-point trend, +77.9% $16.15 $19.30 $18.15 $9.08
Dividend / Share 4-point trend, +47.4% $1 $1 $1 $1
EPS (TTM) 4-point trend, -54.4% $5.00 $6.77 $8.07 $10.97
Growth Rates 10
Annual Growth Rates data for UFPI
Metric Trend 2025202420232022
Revenue YoY 4-point trend, -143.5% -5.0% -7.8% -25.0% 11.5%
Revenue CAGR 3Y 3-point trend, -210.2% -13.1% -8.3% 11.9% ·
Revenue CAGR 5Y 4.2% · · ·
EPS YoY 4-point trend, -194.3% -26.1% -16.1% -26.4% 27.7%
EPS CAGR 3Y 3-point trend, -187.4% -23.0% -7.6% 26.4% ·
EPS CAGR 5Y 4.6% · · ·
Net Income YoY 4-point trend, -198.6% -28.9% -19.4% -25.8% 29.3%
Net Income CAGR 3Y 3-point trend, -189.4% -24.8% -8.2% 27.7% ·
Net Income CAGR 5Y 3.6% · · ·
Dividend CAGR 5Y 21.8% · · ·
Valuation (TTM) 17
Annual Valuation (TTM) data for UFPI
Metric Trend 2025202420232022
Revenue TTM 4-point trend, -34.3% $6.32B $6.65B $7.22B $9.63B
Net Income TTM 4-point trend, -57.4% $295M $415M $514M $693M
Market Cap 4-point trend, +7.6% $5.25B $6.81B $7.74B $4.88B
Enterprise Value 4-point trend, -0.7% $4.53B $5.84B $6.86B $4.57B
P/E 4-point trend, +157.0% 18.6 16.6 15.6 7.2
P/S 4-point trend, +63.8% 0.8 1.0 1.1 0.5
P/B 4-point trend, -9.9% 1.7 2.1 2.6 1.9
P / Tangible Book 4-point trend, -13.3% 2.0 2.5 3.1 2.3
P / Cash Flow 4-point trend, +63.9% 9.6 10.6 8.1 5.9
P / FCF 4-point trend, +155.9% 19.0 16.6 9.9 7.4
EV / EBITDA 4-point trend, +159.3% 12.5 11.9 10.6 4.8
EV / FCF 4-point trend, +136.3% 16.4 14.2 8.8 6.9
EV / Revenue 4-point trend, +51.3% 0.7 0.9 1.0 0.5
Dividend Yield 4-point trend, +29.8% 1.6% 1.2% 0.88% 1.2%
Earnings Yield 4-point trend, -61.1% 5.4% 6.0% 6.4% 13.8%
Payout Ratio 4-point trend, +228.6% 27.9% 19.5% 13.3% 8.5%
Annual Payout 4-point trend, +39.9% $82M $81M $68M $59M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-272025-06-282025-03-292024-12-282024-09-28
Revenue $6.32B$6.65B
Gross Margin % 16.8%18.4%
Operating Margin % 5.8%7.4%
Net Income $295M$415M
Diluted EPS $5.00$6.77
Balance Sheet
2025-12-272025-06-282025-03-292024-12-282024-09-28
Debt / Equity 0.10.1
Current Ratio 4.64.9
Quick Ratio 2.93.3
Cash Flow
2025-12-272025-06-282025-03-292024-12-282024-09-28
Free Cash Flow $276M$410M

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 426 filers · $2.7B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
49 (+3 vs prior Q) 49 (+2 vs prior Q) 117 (-38 vs prior Q) 150 (+25 vs prior Q) +4.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD PORTFOLIO MANAGEMENT LLC $303,238,562 3,341,840 11.29% Shares
VANGUARD CAPITAL MANAGEMENT LLC $230,559,360 2,540,879 8.59% Shares
STATE STREET CORP $198,891,618 2,191,851 7.41% Shares
WASATCH ADVISORS LP $187,732,085 2,037,908 6.99% Shares
DIMENSIONAL FUND ADVISORS LP $174,727,013 1,925,580 6.51% Shares
GEODE CAPITAL MANAGEMENT, LLC $118,736,740 1,308,269 4.42% Shares
FMR LLC $110,407,254 1,216,743 4.11% Shares
River Road Asset Management, LLC $80,684,828 889,187 3.00% Shares
ROYCE & ASSOCIATES LP $74,732,466 823,589 2.78% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $72,193,107 795,604 2.69% Shares
NORGES BANK $58,030,136 639,521 2.16% Shares
DEPRINCE RACE & ZOLLO INC $53,410,900 579,797 1.99% Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $51,426,441 566,745 1.92% Shares
GENDELL JEFFREY L $51,132,444 563,505 1.90% Shares
Copeland Capital Management, LLC $42,777,408 471,428 1.59% Shares
AQR CAPITAL MANAGEMENT LLC $40,096,063 441,879 1.49% Shares
AMERIPRISE FINANCIAL INC $39,634,779 436,795 1.48% Shares
VANGUARD FIDUCIARY TRUST CO $33,990,115 374,588 1.27% Shares
VANGUARD GROUP INC $33,855,213 371,831 1.26% Shares
MORGAN STANLEY $30,298,365 333,903 1.13% Shares
RAYMOND JAMES FINANCIAL INC $28,748,984 316,828 1.07% Shares
D. E. Shaw & Co., Inc. $27,030,176 297,886 1.01% Shares
Pictet Asset Management Holding SA $26,548,618 292,579 0.99% Shares
GOLDMAN SACHS GROUP INC $23,739,762 261,624 0.88% Shares
TWO SIGMA INVESTMENTS, LP $23,440,501 258,326 0.87% Shares
VICTORY CAPITAL MANAGEMENT INC $22,383,199 246,674 0.83% Shares
Qube Research & Technologies Ltd $19,557,827 215,537 0.73% Shares
RHUMBLINE ADVISERS $17,820,762 196,394 0.66% Shares
KENNEDY CAPITAL MANAGEMENT LLC $17,793,570 196,094 0.66% Shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $15,295,316 168,562 0.57% Shares
Bank of New York Mellon Corp $14,341,820 158,054 0.53% Shares
BANK OF AMERICA CORP /DE/ $11,565,449 127,457 0.43% Shares
ENVESTNET ASSET MANAGEMENT INC $11,047,020 121,751 0.41% Shares
NEW YORK STATE COMMON RETIREMENT FUND $10,574,204 116,533 0.39% Shares
Swiss National Bank $10,339,823 113,950 0.39% Shares
ALLIANCEBERNSTEIN L.P. $10,219,332 110,935 0.38% Shares
California Public Employees Retirement System $10,047,277 110,726 0.37% Shares
BARCLAYS PLC $9,412,824 103,734 0.35% Shares
Public Sector Pension Investment Board $8,968,651 98,839 0.33% Shares
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $8,798,695 96,966 0.33% Shares
Balyasny Asset Management L.P. $7,678,600 84,622 0.29% Shares
AMERICAN CENTURY COMPANIES INC $7,576,186 83,492 0.28% Shares
BNP PARIBAS FINANCIAL MARKETS $7,531,511 83,001 0.28% Shares
Squarepoint Ops LLC $7,473,346 82,360 0.28% Shares
TEACHER RETIREMENT SYSTEM OF TEXAS $7,311,284 80,574 0.27% Shares
WEDGE CAPITAL MANAGEMENT L L P/NC $7,087,621 76,939 0.26% Shares
ALPS ADVISORS INC $6,974,186 76,859 0.26% Shares
Cubist Systematic Strategies, LLC $6,844,204 73,208 0.25% Shares
ExodusPoint Capital Management, LP $6,794,793 74,882 0.25% Shares
FIRST TRUST ADVISORS LP $6,686,176 73,685 0.25% Shares
CAPITAL FUND MANAGEMENT S.A. $6,408,784 70,628 0.24% Shares
BlackRock, Inc. $6,210,246 68,440 0.23% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $6,017,094 65,318 0.22% Shares
RENAISSANCE TECHNOLOGIES LLC $5,489,770 60,500 0.20% Shares
MetLife Investment Management, LLC $5,409,737 59,618 0.20% Shares
Holocene Advisors, LP $5,356,382 59,030 0.20% Shares
Retirement Systems of Alabama $5,300,668 58,416 0.20% Shares
FIFTH THIRD BANCORP $5,230,227 57,640 0.19% Shares
Allianz Asset Management GmbH $5,179,167 57,077 0.19% Shares
PRUDENTIAL FINANCIAL INC $4,989,430 54,986 0.19% Shares
VANGUARD ASSET MANAGEMENT, Ltd $4,966,109 54,729 0.18% Shares
Rafferty Asset Management, LLC $4,929,360 54,324 0.18% Shares
WELLS FARGO & COMPANY/MN $4,862,877 53,591 0.18% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $4,794,339 52,836 0.18% Shares
Quantinno Capital Management LP $4,708,139 51,886 0.18% Shares
Narwhal Capital Management $4,282,021 47,190 0.16% Shares
Focus Partners Wealth $4,180,819 46,038 0.16% Shares
Boston Partners $4,170,860 45,965 0.16% Shares
GREAT LAKES ADVISORS, LLC $3,936,936 43,387 0.15% Shares
SEI INVESTMENTS CO $3,920,010 43,211 0.15% Shares
REGIONS FINANCIAL CORP $3,879,861 42,758 0.14% Shares
DENALI ADVISORS LLC $3,800,010 41,878 0.14% Shares
Man Group plc $3,745,475 41,277 0.14% Shares
Watchman Group, Inc. $3,706,367 40,846 0.14% Shares
TWO SIGMA ADVISERS, LP $3,678,420 40,400 0.14% Shares
SEGALL BRYANT & HAMILL, LLC $3,660,815 40,344 0.14% Shares
Callan Family Office, LLC $3,634,681 40,056 0.14% Shares
NISA INVESTMENT ADVISORS, LLC $3,573,976 39,387 0.13% Shares
MERCER GLOBAL ADVISORS INC /ADV $3,215,535 35,437 0.12% Shares
Vanguard Global Advisers, LLC $3,151,854 34,735 0.12% Shares
Bridge City Capital, LLC $3,125,086 34,440 0.12% Shares
JOHNSON INVESTMENT COUNSEL INC $3,088,336 34,035 0.12% Shares
Legal & General Group Plc $2,989,066 32,941 0.11% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $2,930,358 32,294 0.11% Shares
Advantage Alpha Capital Partners LP $2,892,768 30,942 0.11% Shares
B. Metzler seel. Sohn & Co. AG $2,875,006 31,684 0.11% Shares
SG Capital Management LLC $2,453,610 27,040 0.09% Shares
Freestone Grove Partners LP $2,442,993 26,923 0.09% Shares
JANUS HENDERSON GROUP PLC $2,414,324 26,217 0.09% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $2,384,647 26,280 0.09% Shares
Henrickson Nauta Wealth Advisors, Inc. $2,359,331 26,001 0.09% Shares
Palisades Investment Partners, LLC $2,290,549 25,242 0.09% Shares
Bridgewater Associates, LP $2,186,380 24,095 0.08% Shares
NORDEA INVESTMENT MANAGEMENT AB $2,157,677 23,638 0.08% Shares
Moran Wealth Management, LLC $2,117,418 23,335 0.08% Shares
Invesco Ltd. $2,077,492 22,895 0.08% Shares
&PARTNERS $1,985,362 21,846 0.07% Shares
UBS Group AG $1,942,653 21,409 0.07% Shares
NewEdge Wealth, LLC $1,919,074 21,149 0.07% Shares
Vestmark Advisory Solutions, Inc. $1,905,903 21,004 0.07% Shares

Company insiders 43 insiders · 23 officers · 9 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
William Danny Schwartz Chief Executive Officer April 1, 2025 M 61,343 0 0 $0
Michael R Cole Chief Financial Officer July 31, 2026 A 178,508 0 0 $0
Michael M Ellerbrook President, UFP Construction July 31, 2026 A 0 0 $0
Landon C Tarvin President,UFP Retail Solutions July 31, 2026 A 2,756 0 0 $0
Scott A Worthington President, UFP Packaging, LLC Feb. 27, 2025 A 12,842 0 0 $0
Patrick M Webster President and COO Dec. 29, 2022 A 236,055 0 0 $0
Terrence L. Schultz President of idX Corporation April 1, 2019 A 0 0 0 $0
Jonathan E. West President, UFP Southern Div. Feb. 27, 2019 A 15,787 0 0 $0
Robert W Lees President, UFP Eastern Div Feb. 27, 2014 A 5,407 0 0 $0
Richard C Frazier President, UFP Western Div. Feb. 1, 2010 A 2,000 0 0 $0
Robert K Hill President, UFP Western Div. March 6, 2007 M 85,702 0 0 $0
Allen T Peters Pres & COO, UFP Retail, LLC March 1, 2022 M 170,129 0 0 $0
Matthew J Missad Executive Chairman July 31, 2026 A 53,542 0 1 $-1,014,860
Patrick M. Benton Pres, UFP Construction, LLC April 1, 2025 M 81,961 0 0 $0
David A. Tutas General Counsel Jan. 31, 2025 A 21,374 0 0 $0
Scott T Bravata Vice President of Accounting Feb. 24, 2022 A 15,773 0 0 $0
Chad C. Uhlig-Eastin Exec Vice Pres, ProWood Dec. 30, 2020 A 12,605 0 0 $0
Donald L James XVP Natl Retail Sales & Mktg Feb. 20, 2020 A 9,517 0 0 $0
Robert D Coleman Exec Vice Pres Manufacturing Feb. 20, 2020 A 41,323 0 0 $0
Michael F Mordell Exec VP International Ops Dec. 30, 2019 A 0 0 0 $0
Charles Scott Greene Executive VP Strategy & Devel April 15, 2019 G 2,505 0 0 $0
Joseph F Granger Exec VP UCP and UFPD Sept. 11, 2012 S 750 0 0 $0
Ronald G Klyn Chief Information Officer Feb. 15, 2011 J 8,527 0 0 $0
Mary E Tuuk Director Aug. 3, 2026 A 22,757 0 0 $0
Bruce A Merino Director Feb. 3, 2025 A 7,941 0 0 $0
William G Currie Director Feb. 3, 2025 A 61,140 0 0 $0
John M Engler Director May 1, 2019 A 4,893 0 0 $0
Gary F Goode Director May 2, 2018 M 111,461 0 0 $0
Louis A Smith Director Feb. 1, 2017 A 1,367 0 0 $0
Mark A Murray Director Aug. 2, 2016 M 24,011 0 0 $0
Peter F Secchia Director Feb. 1, 2009 A 1,000 0 0 $0
NOVELL PHILIP M Director Feb. 1, 2005 A 3,900 0 0 $0
Ronald K Grubbs Jr. Aug. 3, 2026 A 81 0 0 $0
Benjamin J. Mclean Aug. 3, 2026 A 666 0 0 $0
Michael G. Wooldridge Aug. 3, 2026 A 15,783 0 0 $0
Joan A Budden Aug. 3, 2026 A 2,135 0 0 $0
Thomas Wayne Rhodes Aug. 3, 2026 A 5,112 0 0 $0
Brian C Walker Aug. 3, 2026 A 2,009 0 0 $0
Robert Paul Guerre July 31, 2026 A 526 0 0 $0
John W Garside May 7, 2014 M 45,027 0 0 $0
Dan M Dutton July 16, 2012 S 12,344 0 0 $0
William R Payne May 2, 2012 M 0 0 0 $0
Michael B Glenn Aug. 29, 2011 M 60,288 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 93 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
OSCV · ETF Series Solutions 1.36% 103,999 NS April 30, 2026 N-PORT
ITB · iShares Trust 1.09% 275,646 SH Aug. 8, 2026 Daily
NAIL · Direxion Shares ETF Trust 0.84% 52,923 NS April 30, 2026 N-PORT
OUSM · ALPS ETF Trust 0.67% 72,415 NS May 31, 2026 N-PORT
RFV · Invesco Exchange-Traded Fund Trust 0.55% 19,724 SH Aug. 8, 2026 Daily
AFMC · First Trust Exchange-Traded Fund VI… 0.50% 9,952 NS May 31, 2026 N-PORT
FNK · First Trust Exchange-Traded AlphaDE… 0.41% 9,884 NS April 30, 2026 N-PORT
SVAL · iShares Trust 0.39% 8,799 SH Aug. 8, 2026 Daily
IWN · iShares Trust 0.34% 533,494 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.33% 50,023 SH Aug. 8, 2026 Daily
EBIT · Harbor ETF Trust 0.32% 414 NS April 30, 2026 N-PORT
IJJ · iShares Trust 0.29% 287,335 SH Aug. 8, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.29% 48,282 SH Aug. 8, 2026 Daily
RWK · Invesco Exchange-Traded Fund Trust … 0.28% 39,980 SH Aug. 8, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.27% 39,506 NS April 30, 2026 N-PORT
GUNR · FlexShares Trust 0.24% 199,363 NS April 30, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.23% 2,039 NS April 30, 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0.21% 13,881 NS April 30, 2026 N-PORT
VFVA · VANGUARD WELLINGTON FUND 0.21% 19,568 SH Aug. 8, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… 0.18% 5,583 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.17% 1,453,929 SH Aug. 8, 2026 Daily
XJH · iShares Trust 0.16% 7,622 SH Aug. 8, 2026 Daily
QVMM · Invesco Exchange-Traded Fund Trust … 0.16% 7,644 SH Aug. 8, 2026 Daily
VFMF · VANGUARD WELLINGTON FUND 0.16% 12,214 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.16% 329,881 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.16% 25,229 NS April 30, 2026 N-PORT
DFSV · Dimensional ETF Trust 0.15% 129,803 NS April 30, 2026 N-PORT
PTMC · Pacer Funds Trust 0.15% 6,694 NS April 30, 2026 N-PORT
PKW · Invesco Exchange-Traded Fund Trust 0.15% 27,949 SH Aug. 8, 2026 Daily
IJH · iShares Trust 0.14% 1,947,666 SH Aug. 8, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.14% 91,139 SH Aug. 8, 2026 Daily
SMLF · iShares Trust 0.14% 62,851 SH Aug. 8, 2026 Daily
GSSC · Goldman Sachs ETF Trust 0.13% 15,937 NS May 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.12% 1,907 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.12% 2,738 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.11% 179,897 NS April 30, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.11% 822,501 SH Aug. 8, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.11% 24,598 NS April 30, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.10% 965 NS April 30, 2026 N-PORT
MVV · ProShares Trust 0.10% 2,013 NS May 31, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.10% 279,339 NS May 31, 2026 N-PORT
ISCV · iShares Trust 0.10% 7,526 SH Aug. 8, 2026 Daily
DFAT · Dimensional ETF Trust 0.09% 138,442 NS April 30, 2026 N-PORT
VALQ · AMERICAN CENTURY ETF TRUST 0.09% 3,812 NS May 31, 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.09% 157,231 NS May 31, 2026 N-PORT
ISCB · iShares Trust 0.08% 2,405 SH Aug. 8, 2026 Daily
FIDU · FIDELITY COVINGTON TRUST 0.07% 17,287 NS April 30, 2026 N-PORT
UMDD · ProShares Trust 0.07% 281 NS May 31, 2026 N-PORT
VIS · VANGUARD WORLD FUND 0.07% 69,021 SH Aug. 8, 2026 Daily
UWM · ProShares Trust 0.07% 2,142 NS May 31, 2026 N-PORT