Ul Solutions Inc. Class AULS
13F holders, Q3 2025 (September 30)280holders +33
72new positions
37sold out
3famous investors
$70.85avg. 13F price*
At the end of Q3 2025, 280 institutions reported holding Ul Solutions Inc. Class A (ULS) in their 13F filings, up 33 from Q2 2025. 72 opened new positions and 37 sold out. The largest holders were Capital International Investors ($534.7M), Kayne Anderson Rudnick Investment Management LLC ($461.1M) and Vanguard Group Inc. ($391.7M). 3 famous investors held it, including George Soros (0.8% of Soros Fund Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Ul Solutions Inc. Class A
- CUSIP
- 903731107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $227.8M |
| Exits | 37 | $72.1M |
All 13F filers, Q2 2025 → Q3 2025: 12,845,012 shares bought and 9,251,143 shares sold, net +3,593,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| Capital International Investors | 0.09% | Add +10.8% | 7,548,311 | $534.7M |
| Kayne Anderson Rudnick Investment Management LLC | 1.12% | Reduce -2.3% | 6,507,258 | $461.1M |
| Vanguard Group Inc. | 0.01% | Reduce -0.3% | 5,527,448 | $391.7M |
| T. Rowe Price Investment Management, Inc. | 0.23% | Add +53.9% | 5,333,467 | $377.9M |
| Capital Research Global Investors | 0.05% | Add +20.6% | 3,942,905 | $279.4M |
| Janus Henderson Group PLC | 0.10% | Add +0.1% | 2,969,910 | $210.4M |
| Bessemer Group Inc. | 0.23% | Add +13.8% | 2,151,390 | $152.4M |
| FMR LLC | 0.01% | Reduce -57.6% | 2,016,294 | $142.9M |
| BlackRock, Inc. | 0.00% | Add +3.0% | 1,744,818 | $123.6M |
| Allspring Global Investments Holdings, LLC | 0.16% | New | 1,383,349 | $97.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -51.2% | 1,376,122 | $97.5M |
| Wells Fargo & Company | 0.02% | Add +450.0% | 1,203,575 | $85.3M |
| First Trust Advisors LP | 0.06% | Add +57.3% | 1,137,364 | $80.6M |
| Conestoga Capital Advisors, LLC | 1.29% | Reduce -2.8% | 1,136,679 | $80.5M |
| Geode Capital Management, LLC | 0.00% | Add +5.3% | 1,052,016 | $74.6M |
| Blair William & Co. | 0.17% | Add +17.9% | 882,301 | $62.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +4264.3% | 876,734 | $62.1M |
| AltraVue Capital, LLC | 4.88% | No change | 830,766 | $58.9M |
| Federated Hermes, Inc. | 0.10% | Add +25.0% | 821,596 | $58.2M |
| Raymond James Financial Inc. | 0.02% | Add +50.8% | 793,108 | $56.2M |
| Electron Capital Partners, LLC | 2.52% | Add +25.8% | 786,323 | $55.7M |
| DekaBank Deutsche Girozentrale | 0.09% | No change | 756,505 | $51.1M |
| Brown Brothers Harriman & Co. | 0.31% | Add +2.6% | 713,888 | $50.6M |
| Scopus Asset Management, L.P. | 1.07% | Add +74.0% | 635,110 | $45.0M |
| Morgan Stanley | 0.00% | Add +93.6% | 627,543 | $44.5M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -18.4% | 626,782 | $44.4M |
| Port Capital LLC | 1.85% | Add +1.0% | 625,325 | $44.3M |
| American Century Companies Inc. | 0.02% | Add +11.8% | 620,907 | $44.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +405.7% | 593,484 | $42.1M |
| Reynders McVeigh Capital Management, LLC | 1.92% | Add +4.6% | 578,311 | $41.0M |
| UBS Group AG | 0.01% | Add +4.8% | 554,449 | $39.3M |
| Soros Fund Management | 0.77% | Reduce -36.6% | 479,860 | $34.0M |
| Royal Bank of Canada | 0.01% | Add +208.3% | 472,925 | $33.5M |
| Wellington Management Group LLP | 0.01% | Reduce -5.8% | 437,643 | $31.0M |
| AEGON ASSET MANAGEMENT UK Plc | 0.36% | Add +0.1% | 427,748 | $30.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.3% | 425,031 | $30.1M |
| Ranger Investment Management, L.P. | 2.04% | Reduce -2.8% | 413,075 | $29.3M |
| William Blair Investment Management, LLC | 0.07% | Reduce -8.8% | 402,210 | $28.5M |
| State Street Corp. | 0.00% | Reduce -4.4% | 392,529 | $27.8M |
| Harvey Partners, LLC | 2.38% | Add +10.8% | 370,000 | $26.2M |
| Schroder Investment Management Group | 0.02% | Reduce -9.9% | 353,959 | $24.8M |
| Voya Investment Management LLC | 0.03% | New | 347,545 | $24.6M |
| Burkehill Global Management, LP | 1.24% | No change | 300,000 | $21.3M |
| Two Sigma Investments, LP | 0.03% | Reduce -49.6% | 291,150 | $20.6M |
| TD Asset Management Inc | 0.02% | Add +54.3% | 289,260 | $20.5M |
| Rockefeller Capital Management L.P. | 0.04% | New | 287,280 | $20.4M |
| Driehaus Capital Management LLC | 0.14% | Reduce -8.1% | 280,052 | $19.8M |
| Senator Investment Group LP | 0.72% | New | 275,000 | $19.5M |
| Bank of New York Mellon Corp | 0.00% | Add +39.3% | 248,594 | $17.6M |
| Clearbridge Investments, LLC | 0.01% | Add +51.8% | 243,291 | $17.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +102.2% | 222,562 | $15.8M |
| Stifel Financial Corp. | 0.01% | Add +494.5% | 222,189 | $15.7M |
| Tidal Investments LLC | 0.06% | Add +2194.1% | 213,418 | $15.1M |
| Seven Grand Managers, LLC | 1.15% | Reduce -20.0% | 200,000 | $14.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.2% | 184,036 | $13.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.4% | 171,428 | $12.1M |
| Sei Investments Co. | 0.01% | Add +81.4% | 166,189 | $11.8M |
| Baker Chad R | 2.02% | Add +0.0% | 165,525 | $11.7M |
| Capital International Sarl | 0.20% | Add +17.7% | 163,604 | $11.6M |
| Kingdon Capital Management, L.L.C. | 1.39% | Add +8.7% | 125,000 | $8.9M |
| Gabelli Funds LLC | 0.06% | Add +3.6% | 123,800 | $8.8M |
| Swiss National Bank | 0.01% | Add +2.0% | 120,900 | $8.6M |
| Capital International, Inc. | 0.07% | Add +28.4% | 119,856 | $8.5M |
| Neuberger Berman Group LLC | 0.01% | Reduce -18.0% | 119,365 | $8.5M |
| United Capital Financial Advisors, LLC | 0.06% | New | 118,482 | $8.4M |
| Victory Capital Management Inc. | 0.00% | Add +47.6% | 113,241 | $8.0M |
| Candriam S.C.A. | 0.04% | Add +99.3% | 108,079 | $7.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -43.0% | 106,925 | $7.6M |
| Comerica Bank | 0.03% | Add +1.8% | 104,634 | $7.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -7.0% | 102,002 | $7.2M |
| Capital International Ltd. | 0.26% | Add +11.2% | 101,460 | $7.2M |
| Ghisallo Capital Management LLC | 0.23% | Reduce -80.0% | 100,000 | $7.1M |
| Macquarie Group Ltd. | 0.01% | Add +1.8% | 90,984 | $6.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.0% | 90,892 | $6.4M |
| Two Sigma Advisers, LP | 0.01% | Reduce -81.2% | 88,700 | $6.3M |
| Janney Montgomery Scott LLC | 0.01% | New | 84,847 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -62.3% | 83,353 | $5.9M |
| Lisanti Capital Growth, LLC | 1.44% | Add +1.9% | 83,299 | $5.9M |
| NewEdge Wealth, LLC | 0.08% | New | 63,101 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -8.3% | 74,432 | $5.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.6% | 73,999 | $5.2M |
| Citadel Advisors | 0.00% | Add +68.7% | 72,611 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +1981.8% | 68,469 | $4.9M |
| Vest Financial, LLC | 0.06% | Add +82.4% | 63,465 | $4.5M |
| LGT Fund Management Co Ltd. | 0.36% | No change | 63,500 | $4.5M |
| Vestmark Advisory Solutions, Inc. | 0.08% | New | 62,816 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Add +68.5% | 61,865 | $4.4M |
| Interval Partners, LP | 0.09% | New | 61,345 | $4.3M |
| Legal & General Group Plc | 0.00% | Reduce -6.8% | 57,864 | $4.1M |
| Hall Laurie J Trustee | 1.33% | Add +1.7% | 57,350 | $4.1M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | New | 56,601 | $4.0M |
| Acadian Asset Management LLC | 0.01% | Reduce -94.6% | 55,430 | $3.9M |
| California State Teachers Retirement System | 0.00% | Add +3.1% | 54,988 | $3.9M |
| Wasatch Advisors LP | 0.02% | New | 54,473 | $3.9M |
| Balyasny Asset Management L.P. | 0.01% | New | 54,152 | $3.8M |
| Agf Management Ltd. | 0.02% | Add +22.6% | 51,837 | $3.7M |
| Renaissance Capital LLC | 1.94% | Add +16.5% | 48,862 | $3.5M |
| AIA Group Ltd | 0.06% | Add +59.4% | 48,749 | $3.5M |
| Rakuten Investment Management, Inc. | 0.01% | — | 20,265 | $3.2M |
| Mendel Money Management | 1.23% | Reduce -1.5% | 41,407 | $2.9M |
| LPL Financial LLC | 0.00% | Add +602.4% | 40,101 | $2.8M |
| Argent Capital Management LLC | 0.07% | Add +5.1% | 37,643 | $2.7M |
| Atria Investments, Inc | 0.03% | New | 35,793 | $2.5M |
| Capstone Investment Advisors, LLC | 0.03% | Add +529.2% | 35,233 | $2.5M |
| Millennium Management | 0.00% | Reduce -84.9% | 34,741 | $2.5M |
| Citigroup Inc. | 0.00% | Add +19.1% | 33,209 | $2.4M |
| STRS Ohio | 0.01% | Reduce -52.4% | 32,800 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +23.0% | 32,624 | $2.3M |
| Susquehanna Fundamental Investments, LLC | 0.09% | New | 31,275 | $2.2M |
| Twin Tree Management, LP | 0.10% | Add +647.5% | 30,369 | $2.2M |
| Jefferies Financial Group Inc. | 0.02% | Add +100.0% | 30,000 | $2.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | New | 29,914 | $2.1M |
| PEAK6 LLC | 0.05% | Add +821.9% | 29,786 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +483.2% | 27,765 | $2.0M |
| Picton Mahoney Asset Management | 0.02% | Reduce -79.9% | 26,492 | $1.9M |
| Bank of America Corp. | 0.00% | Reduce -70.1% | 26,274 | $1.9M |
| Man Group plc | 0.00% | Add +14.2% | 25,780 | $1.8M |
| Cohen & Steers, Inc. | 0.00% | Reduce -44.4% | 25,000 | $1.8M |
| Invesco Ltd. | 0.00% | Add +34.4% | 24,918 | $1.8M |
| TD Private Client Wealth LLC | 0.04% | New | 23,723 | $1.7M |
| Empowered Funds, LLC | 0.02% | Add +2.6% | 22,113 | $1.6M |
| Granite Investment Partners, LLC | 0.09% | Reduce -50.5% | 21,455 | $1.5M |
| Capital Group Investment Management Pte. LTD. | 0.25% | Add +15.6% | 21,417 | $1.5M |
| Fiduciary Trust Co | 0.02% | Add +14.6% | 20,916 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | Add +54.9% | 20,600 | $1.5M |
| Peregrine Capital Management LLC | 0.04% | Reduce -7.7% | 20,333 | $1.4M |
| Strategic Global Advisors, LLC | 0.22% | New | 20,254 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -5.4% | 19,238 | $1.4M |
| Arizona State Retirement System | 0.01% | Add +1.9% | 18,455 | $1.3M |
| &partners | 0.01% | New | 17,538 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +53.2% | 16,834 | $1.2M |
| Legato Capital Management LLC | 0.12% | No change | 15,510 | $1.1M |
| Verition Fund Management LLC | 0.01% | New | 15,339 | $1.1M |
| Daiwa Securities Group Inc. | 0.00% | Reduce -19.1% | 14,961 | $1.1M |
| Dark Forest Capital Management LP | 0.04% | Add +422.0% | 14,951 | $1.1M |
| Focus Partners Wealth | 0.00% | New | 14,303 | $1.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -64.5% | 14,183 | $1.0M |
| Central Pacific Bank - Trust Division | 0.12% | New | 13,840 | $981K |
| M&T Bank Corp | 0.00% | New | 13,538 | $960K |
| Natixis Advisors, LLC | 0.00% | Reduce -2.8% | 13,448 | $953K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -24.0% | 13,000 | $921K |
| Cetera Investment Advisers | 0.00% | New | 12,392 | $878K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -2.6% | 12,027 | $852K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +9.9% | 11,702 | $829K |
| Connecticut Wealth Management, LLC | 0.03% | No change | 10,785 | $764K |
| Weiss Asset Management LP | 0.01% | New | 10,410 | $738K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +24.1% | 9,771 | $692K |
| Quadcap Wealth Management, LLC | 0.08% | Add +6.6% | 9,514 | $674K |
| Engineers Gate Manager LP | 0.01% | Reduce -91.8% | 9,231 | $654K |
| Ascent Group, LLC | 0.02% | New | 8,691 | $616K |
| Boothbay Fund Management, LLC | 0.02% | Add +22.3% | 8,639 | $612K |
| Jag Capital Management, LLC | 0.06% | Add +140.1% | 8,216 | $582K |
| Yarbrough Capital, LLC | 0.02% | No change | 8,214 | $582K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +122.1% | 8,188 | $580K |
| MML Investors Services, LLC | 0.00% | New | 8,167 | $579K |
| Teacher Retirement System of Texas | 0.00% | Reduce -13.3% | 8,167 | $579K |
| LVW Advisors, LLC | 0.06% | New | 8,155 | $578K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -14.5% | 8,120 | $575K |
| Walleye Trading LLC | 0.01% | Add +3.6% | 7,693 | $545K |
| Impact Capital Partners LLC | 0.16% | New | 7,562 | $536K |
| Freemont Management S.A. | 0.40% | New | 7,300 | $517K |
| SG Americas Securities, LLC | 0.00% | Add +227.3% | 7,206 | $511K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,012 | $497K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -92.0% | 6,974 | $494K |
| Cynosure Group, LLC | 0.05% | No change | 6,900 | $489K |
| WoodTrust Financial Corp | 0.06% | Add +14.2% | 6,850 | $485K |
| Alps Advisors Inc. | 0.00% | Reduce -1.6% | 6,830 | $484K |
| Catalyst Funds Management Pty Ltd | 0.07% | Add +116.1% | 6,700 | $475K |
| Bank of Nova Scotia | 0.00% | Add +18.6% | 6,372 | $452K |
| New York Life Investment Management LLC | 0.00% | Reduce -2.5% | 6,285 | $445K |
| Perpetual Ltd | 0.01% | New | 6,271 | $444K |
| Chesapeake Capital Corp. | 0.40% | — | 6,264 | $444K |
| Heritage Family Offices, LLP | 0.19% | New | 5,812 | $412K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 5,260 | $373K |
| Glenmede Investment Management, LP | 0.00% | Reduce -8.4% | 5,200 | $368K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +28.5% | 5,074 | $360K |
| Fifth Third Bancorp | 0.00% | Reduce -14.4% | 4,918 | $348K |
| DAVENPORT & Co LLC | 0.00% | New | 4,893 | $347K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -71.0% | 4,830 | $342K |
| Sheets Smith Wealth Management | 0.04% | Add +3.6% | 4,674 | $331K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 4,620 | $327K |
| Dearborn Partners LLC | 0.01% | New | 4,450 | $315K |
| Cibc World Market Inc. | 0.00% | New | 4,325 | $306K |
| Transatlantique Private Wealth LLC | 0.10% | Add +32.4% | 4,240 | $300K |
| Sowell Financial Services LLC | 0.01% | Add +0.2% | 4,046 | $287K |
| Cresset Asset Management, LLC | 0.00% | Reduce -1.4% | 3,960 | $281K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,902 | $277K |
| Wealth Alliance, LLC | 0.03% | New | 3,700 | $262K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -72.7% | 3,703 | $262K |
| Everpar Advisors LLC | 0.10% | New | 3,696 | $262K |
| Thrive Wealth Management, LLC | 0.04% | New | 3,677 | $261K |
| Venturi Wealth Management, LLC | 0.01% | Add +1.0% | 3,646 | $258K |
| Benjamin Edwards Inc. | 0.00% | New | 3,594 | $255K |
| Barclays PLC | 0.00% | Reduce -89.2% | 3,590 | $254K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +4.3% | 3,541 | $251K |
| Deutsche Bank AG | 0.00% | Reduce -92.3% | 3,470 | $246K |
| Stephens Inc. | 0.00% | New | 3,395 | $241K |
| Corient Private Wealth LP | 0.00% | New | 3,388 | $240K |
| Advisor OS, LLC | 0.02% | New | 3,330 | $236K |
| State of Wyoming | 0.03% | Reduce -37.5% | 3,234 | $229K |
| Creative Planning | 0.00% | Add +12.0% | 3,198 | $227K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.1% | 3,059 | $225K |
| Aureus Asset Management, LLC | 0.01% | No change | 3,114 | $221K |
| PAX Financial Group, LLC | 0.04% | New | 3,032 | $215K |
| Brevan Howard Capital Management LP | 0.00% | New | 2,930 | $208K |
| Swiss Life Asset Management Ltd | 0.00% | New | 2,891 | $205K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,868 | $203K |
| BNP Paribas Financial Markets | 0.00% | Add +11.3% | 2,521 | $179K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +419.8% | 2,474 | $175K |
| Rhumbline Advisers | 0.00% | No change | 2,422 | $172K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 2,000 | $158K |
| Centaurus Financial, Inc. | 0.01% | Add +39.8% | 2,103 | $149K |
| TFC Financial Management, Inc. | 0.02% | Reduce -7.2% | 1,942 | $138K |
| KBC Group NV | 0.00% | No change | 1,682 | $119K |
| US Bancorp \de | 0.00% | Add +253.9% | 1,596 | $113K |
| BankPlus Trust Department | 0.03% | New | 1,500 | $106K |
| Farther Finance Advisors, LLC | 0.00% | Add +3720.6% | 1,299 | $92K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -25.9% | 1,274 | $90K |
| LRI Investments, LLC | 0.01% | Reduce -28.4% | 1,254 | $89K |
| Walleye Capital LLC | 0.00% | Reduce -66.7% | 1,049 | $74K |
| Amica Mutual Insurance Co. | 0.01% | No change | 982 | $70K |
| HM Payson & Co. | 0.00% | New | 985 | $70K |
| PNC Financial Services Group, Inc. | 0.00% | Add +18.2% | 864 | $61K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2731.0% | 821 | $58K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.3% | 789 | $57K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +4.1% | 665 | $47K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.3% | 636 | $45K |
| Assetmark, Inc. | 0.00% | New | 570 | $40K |
| Principal Securities, Inc. | 0.00% | Add +1596.8% | 526 | $37K |
| Caitong International Asset Management Co., Ltd | 0.02% | Reduce -85.2% | 441 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 425 | $30K |
| Arax Advisory Partners | 0.00% | Add +8.2% | 344 | $24K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -38.0% | 325 | $23K |
| NewEdge Advisors, LLC | 0.00% | No change | 300 | $21K |
| Clark Wealth Partners | 0.01% | Reduce -11.2% | 262 | $21K |
| CI Investments Inc. | 0.00% | Reduce -42.1% | 272 | $19K |
| IFP Advisors, Inc | 0.00% | No change | 258 | $18K |
| Clearstead Advisors, LLC | 0.00% | Reduce -62.2% | 258 | $18K |
| Harbour Investments, Inc. | 0.00% | No change | 250 | $18K |
| Wealthspire Advisors, LLC | 0.00% | New | 213 | $15K |
| Advisory Services Network, LLC | 0.00% | New | 181 | $13K |
| MAI Capital Management | 0.00% | No change | 180 | $13K |
| Allworth Financial LP | 0.00% | Add +500.0% | 156 | $11K |
| Huntington National Bank | 0.00% | Reduce -1.4% | 142 | $10K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 137 | $10K |
| AdvisorNet Financial, Inc | 0.00% | New | 127 | $9K |
| Private Trust Co. NA | 0.00% | Reduce -3.5% | 111 | $8K |
| Toth Financial Advisory Corp. | 0.00% | New | 110 | $8K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 100 | $7K |
| Amica Retiree Medical Trust | 0.01% | No change | 96 | $7K |
| Spire Wealth Management | 0.00% | No change | 79 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 75 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 65 | $5K |
| Colonial Trust Co / SC | 0.00% | Add +6.3% | 67 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 58 | $4K |
| Jones Financial Companies LLLP | 0.00% | No change | 43 | $3K |
| Root Financial Partners, LLC | 0.00% | New | 42 | $3K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 35 | $2K |
| Avion Wealth | 0.00% | No change | 30 | $2K |
| Roble, Belko & Company, Inc | 0.00% | New | 25 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 24 | $2K |
| Clayton Financial Group LLC | 0.00% | New | 19 | $1K |
| Orion Capital Management LLC | 0.00% | No change | 15 | $1K |
| Marquette Asset Management, LLC | 0.00% | New | 15 | $1K |
| Parallel Advisors, LLC | 0.00% | Reduce -38.1% | 13 | $921 |
| Rialto Wealth Management, LLC | 0.00% | Add +10.0% | 11 | $780 |
| Larson Financial Group LLC | 0.00% | New | 10 | $709 |
| Global Retirement Partners, LLC | 0.00% | Reduce -89.7% | 9 | $638 |
| Fortitude Family Office, LLC | 0.00% | New | 8 | $567 |
| Bogart Wealth, LLC | 0.00% | New | 8 | $567 |
| JFS Wealth Advisors, LLC | 0.00% | New | 7 | $497 |
| GAMMA Investing LLC | 0.00% | New | 6 | $425 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -90.0% | 5 | $354 |
| Blue Trust, Inc. | 0.00% | New | 4 | $283 |
| HFM Investment Advisors, LLC | 0.00% | New | 3 | $213 |
| SJS Investment Consulting Inc. | 0.00% | New | 1 | $71 |
| Essential Partners LLC | 0.00% | New | 1 | $71 |
| Cwm, LLC | 0.00% | Reduce -72.7% | 6 | $0 |
| Hemington Wealth Management | 0.00% | New | 13 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is ULS's weight in each manager's 13F, not the share of Ul Solutions Inc. Class A the manager owns.