ULBI — Institutional owners (13F)

60 filers · $33.8M 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.

Institution Value Shares % of tracked 13F Type
Visionary Wealth Advisors $7,009,955 1,109,170 20.73% Shares
DIMENSIONAL FUND ADVISORS LP $6,090,519 963,733 18.01% Shares
VANGUARD GROUP INC $2,937,752 513,593 8.69% Shares
VANGUARD CAPITAL MANAGEMENT LLC $2,937,094 464,730 8.69% Shares
Truffle Hound Capital, LLC $1,580,000 250,000 4.67% Shares
RBF Capital, LLC $1,382,272 218,714 4.09% Shares
RENAISSANCE TECHNOLOGIES LLC $1,085,713 171,790 3.21% Shares
Teton Advisors, Inc. $989,596 110,200 2.93% Shares
Connor, Clark & Lunn Investment Management Ltd. $979,872 155,043 2.90% Shares
BlackRock, Inc. $975,845 154,406 2.89% Shares
RAYMOND JAMES FINANCIAL INC $863,919 136,696 2.56% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $801,079 126,753 2.37% Shares
GEODE CAPITAL MANAGEMENT, LLC $795,477 125,776 2.35% Shares
Teton Advisors, LLC $688,880 109,000 2.04% Shares
Russell Investments Group, Ltd. $458,140 72,490 1.36% Shares
VANGUARD FIDUCIARY TRUST CO $401,295 63,496 1.19% Shares
PERRITT CAPITAL MANAGEMENT INC $400,400 70,000 1.18% Shares
BRIDGEWAY CAPITAL MANAGEMENT, LLC $376,539 59,579 1.11% Shares
Ancora Advisors LLC $354,988 56,169 1.05% Shares
TWO SIGMA INVESTMENTS, LP $322,990 51,106 0.96% Shares
Maridea Wealth Management LLC $269,915 42,708 0.80% Shares
STATE STREET CORP $268,410 42,470 0.79% Shares
AMERIPRISE FINANCIAL INC $230,812 36,521 0.68% Shares
Man Group plc $213,155 33,727 0.63% Shares
CITADEL ADVISORS LLC $159,789 25,283 0.47% Shares
MARSHALL WACE, LLP $154,430 24,435 0.46% Shares
NORTHERN TRUST CORP $152,280 24,095 0.45% Shares
Walleye Capital LLC $147,231 23,296 0.44% Shares
Pitti Group Wealth Management, LLC $129,200 20,443 0.38% Shares
Cubist Systematic Strategies, LLC $92,753 13,600 0.27% Shares
AMERICAN CENTURY COMPANIES INC $86,881 13,747 0.26% Shares
Qube Research & Technologies Ltd $70,531 11,160 0.21% Shares
TWO SIGMA ADVISERS, LP $66,352 11,600 0.20% Shares
Bank of New York Mellon Corp $65,747 10,403 0.19% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $65,109 10,302 0.19% Shares
UBS Group AG $55,951 8,853 0.17% Shares
IFP Advisors, Inc $37,920 6,000 0.11% Shares
MORGAN STANLEY $32,655 5,167 0.10% Shares
Point72 Asia (Singapore) Pte. Ltd. $25,943 3,804 0.08% Shares
JPMORGAN CHASE & CO $16,058 2,663 0.05% Shares
Vanguard Global Advisers, LLC $12,931 2,046 0.04% Shares
ROYAL BANK OF CANADA $4,000 666 0.01% Shares
Janney Montgomery Scott LLC $3,541 560,350 0.01% Shares
Tower Research Capital LLC (TRC) $3,381 535 0.01% Shares
OSAIC HOLDINGS, INC. $2,414 382 0.01% Shares
Smartleaf Asset Management LLC $1,809 300 0.01% Shares
FMR LLC $1,682 266 0.00% Shares
NISA INVESTMENT ADVISORS, LLC $1,492 236 0.00% Shares
GAMMA Investing LLC $897 142 0.00% Shares
Point72 (DIFC) Ltd $709 104 0.00% Shares
ACADIAN ASSET MANAGEMENT LLC $528 83,799 0.00% Shares
BNP PARIBAS FINANCIAL MARKETS $423 67 0.00% Shares
LSV ASSET MANAGEMENT $398 63,050 0.00% Shares
Caitong International Asset Management Co., Ltd $209 33 0.00% Shares
CWM, LLC $150 23 0.00% Shares
BARCLAYS PLC $101 16 0.00% Shares
SBI Securities Co., Ltd. $19 3 0.00% Shares
GROUP ONE TRADING LLC $19 3 0.00% Shares
CITIGROUP INC $6 1 0.00% Shares
Capital Advisors, Ltd. LLC $4 580 0.00% Shares