Ul Solutions Inc. Class AULS
13F holders, Q4 2025 (December 31)353holders +73
96new positions
31sold out
5famous investors
$78.55avg. 13F price*
At the end of Q4 2025, 353 institutions reported holding Ul Solutions Inc. Class A (ULS) in their 13F filings, up 73 from Q3 2025. 96 opened new positions and 31 sold out. The largest holders were Capital International Investors ($634.6M), Vanguard Group Inc. ($531.6M) and Kayne Anderson Rudnick Investment Management LLC ($473.8M). 5 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 Steve Cohen (0.0% of Point72 Asset 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $522.1M |
| Exits | 31 | $36.2M |
All 13F filers, Q3 2025 → Q4 2025: 20,569,043 shares bought and 4,504,232 shares sold, net +16,064,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 353 holders
| Capital International Investors | 0.10% | Add +6.6% | 8,043,735 | $634.6M |
| Vanguard Group Inc. | 0.01% | Add +21.9% | 6,740,636 | $531.6M |
| Kayne Anderson Rudnick Investment Management LLC | 1.27% | Reduce -7.7% | 6,008,386 | $473.8M |
| T. Rowe Price Investment Management, Inc. | 0.29% | Add +10.2% | 5,878,995 | $463.6M |
| BlackRock, Inc. | 0.01% | Add +186.2% | 4,993,698 | $393.8M |
| Capital Research Global Investors | 0.06% | Reduce -2.8% | 3,834,395 | $302.4M |
| Janus Henderson Group PLC | 0.11% | Add +1.9% | 3,024,820 | $238.5M |
| Durable Capital Partners LP | 1.91% | New | 2,563,523 | $202.2M |
| Bessemer Group Inc. | 0.27% | Add +3.3% | 2,221,669 | $175.2M |
| FMR LLC | 0.01% | Reduce -7.1% | 1,873,926 | $147.8M |
| Allspring Global Investments Holdings, LLC | 0.20% | Add +12.1% | 1,550,913 | $125.5M |
| State Street Corp. | 0.00% | Add +272.1% | 1,460,723 | $115.2M |
| First Trust Advisors LP | 0.08% | Add +24.1% | 1,411,042 | $111.3M |
| Ghisallo Capital Management LLC | 4.93% | Add +1299.3% | 1,399,273 | $110.3M |
| Geode Capital Management, LLC | 0.01% | Add +21.9% | 1,282,676 | $101.2M |
| Wells Fargo & Company | 0.02% | Reduce -3.9% | 1,156,379 | $91.2M |
| Federated Hermes, Inc. | 0.14% | Add +28.7% | 1,057,274 | $83.4M |
| Conestoga Capital Advisors, LLC | 1.39% | Reduce -7.9% | 1,046,576 | $82.5M |
| T. Rowe Price Associates Inc. | 0.01% | Add +17.2% | 1,027,413 | $81.0M |
| Norges Bank | 0.01% | — | 922,133 | $72.7M |
| Morgan Stanley | 0.00% | Add +42.1% | 891,917 | $70.3M |
| Alyeska Investment Group, L.P. | 0.19% | New | 875,000 | $69.0M |
| Electron Capital Partners, LLC | 3.13% | Add +8.8% | 855,439 | $67.5M |
| Blair William & Co. | 0.18% | Reduce -4.6% | 841,568 | $66.4M |
| AltraVue Capital, LLC | 5.40% | No change | 830,766 | $65.5M |
| Driehaus Capital Management LLC | 0.44% | Add +191.9% | 817,581 | $64.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -8.3% | 727,209 | $57.3M |
| Brown Brothers Harriman & Co. | 0.30% | Reduce -1.2% | 705,018 | $55.6M |
| Citadel Advisors | 0.03% | Add +754.0% | 620,070 | $48.9M |
| Port Capital LLC | 1.98% | Reduce -7.0% | 581,550 | $45.9M |
| Soros Fund Management | 0.82% | Add +21.0% | 580,520 | $45.8M |
| Reynders McVeigh Capital Management, LLC | 2.14% | Reduce -0.2% | 577,117 | $45.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +234.9% | 574,078 | $45.3M |
| American Century Companies Inc. | 0.02% | Reduce -9.3% | 563,377 | $44.4M |
| UBS Group AG | 0.01% | Reduce -3.4% | 535,553 | $42.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +20.5% | 512,257 | $40.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.5% | 502,007 | $39.6M |
| Scopus Asset Management, L.P. | 1.10% | Reduce -21.4% | 499,110 | $39.4M |
| Neuberger Berman Group LLC | 0.03% | Add +280.2% | 453,849 | $35.8M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | New | 445,203 | $35.1M |
| Zimmer Partners, LP | 0.92% | New | 444,790 | $35.1M |
| Two Sigma Investments, LP | 0.05% | Add +49.2% | 434,490 | $34.3M |
| Balyasny Asset Management L.P. | 0.06% | Add +670.9% | 417,459 | $32.9M |
| Ranger Investment Management, L.P. | 2.23% | Reduce -0.3% | 411,834 | $32.5M |
| Northern Trust Corp. | 0.00% | Add +121.0% | 406,719 | $32.1M |
| Seven Grand Managers, LLC | 2.40% | Add +100.0% | 400,000 | $31.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -32.9% | 398,028 | $31.4M |
| Royal Bank of Canada | 0.01% | Reduce -18.3% | 386,323 | $30.5M |
| Bank of New York Mellon Corp | 0.01% | Add +53.2% | 380,930 | $30.0M |
| William Blair Investment Management, LLC | 0.08% | Reduce -6.5% | 376,039 | $29.7M |
| DekaBank Deutsche Girozentrale | 0.05% | No change | 756,505 | $29.0M |
| Thrivent Financial for Lutherans | 0.05% | Add +9024.5% | 337,881 | $26.6M |
| Voya Investment Management LLC | 0.03% | Reduce -5.1% | 329,838 | $26.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +39.6% | 310,677 | $24.5M |
| TD Asset Management Inc | 0.02% | Add +7.0% | 309,386 | $24.4M |
| Harvey Partners, LLC | 2.18% | Reduce -16.8% | 307,758 | $24.3M |
| Burkehill Global Management, LP | 1.63% | No change | 300,000 | $23.7M |
| Senator Investment Group LP | 0.95% | Add +9.1% | 300,000 | $23.7M |
| Schroder Investment Management Group | 0.02% | Reduce -17.2% | 293,058 | $23.5M |
| Wellington Management Group LLP | 0.00% | Reduce -34.4% | 287,174 | $22.6M |
| Clearbridge Investments, LLC | 0.01% | Reduce -8.5% | 222,573 | $17.6M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -26.5% | 211,090 | $16.6M |
| Stifel Financial Corp. | 0.01% | Reduce -6.8% | 207,006 | $16.3M |
| Point72 Asset Management | 0.03% | New | 204,200 | $16.1M |
| Capital International Sarl | 0.24% | Add +18.1% | 193,260 | $15.2M |
| Jefferies Financial Group Inc. | 0.13% | Add +543.0% | 192,915 | $15.2M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -70.0% | 188,318 | $14.9M |
| Sei Investments Co. | 0.01% | Add +5.8% | 175,911 | $13.9M |
| Covalis Capital LLP | 1.04% | New | 169,581 | $13.4M |
| Baker Chad R | 2.39% | Add +0.1% | 165,610 | $13.3M |
| Principal Financial Group Inc. | 0.01% | New | 159,766 | $12.6M |
| AEGON ASSET MANAGEMENT UK Plc | 0.14% | Reduce -63.9% | 154,334 | $12.2M |
| Swiss National Bank | 0.01% | Add +22.7% | 148,300 | $11.7M |
| Tidal Investments LLC | 0.05% | Reduce -32.0% | 145,188 | $11.4M |
| Ameriprise Financial Inc. | 0.00% | Add +62.6% | 135,555 | $10.7M |
| Retirement Systems of Alabama | 0.03% | New | 134,817 | $10.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +22.5% | 130,951 | $10.3M |
| Monashee Investment Management LLC | 6.06% | New | 130,000 | $10.3M |
| Kingdon Capital Management, L.L.C. | 1.51% | No change | 125,000 | $9.9M |
| Gabelli Funds LLC | 0.07% | Add +0.5% | 124,400 | $9.8M |
| Invesco Ltd. | 0.00% | Add +399.2% | 124,396 | $9.8M |
| Comerica Bank | 0.04% | Add +18.7% | 124,164 | $9.8M |
| Rhumbline Advisers | 0.01% | Add +4922.2% | 121,637 | $9.6M |
| Capital International Ltd. | 0.32% | Add +13.8% | 115,495 | $9.1M |
| Capital International, Inc. | 0.07% | Reduce -3.8% | 115,256 | $9.1M |
| Baird Financial Group, Inc. | 0.01% | Add +10.7% | 112,952 | $8.9M |
| D. E. Shaw & Co. | 0.01% | New | 110,164 | $8.7M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -9.9% | 106,758 | $8.4M |
| Legal & General Group Plc | 0.00% | Add +78.6% | 103,331 | $8.1M |
| Victory Capital Management Inc. | 0.00% | Reduce -15.1% | 96,189 | $7.6M |
| State of Wisconsin Investment Board | 0.02% | Add +1.4% | 92,181 | $7.3M |
| Nomura Asset Management International Inc. | 0.01% | — | 90,452 | $7.1M |
| Vest Financial, LLC | 0.09% | Add +38.0% | 87,608 | $6.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -6.6% | 79,267 | $6.3M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Add +22.6% | 77,025 | $6.1M |
| Candriam S.C.A. | 0.03% | Reduce -28.9% | 76,886 | $6.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +440.2% | 76,613 | $6.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +0.1% | 74,095 | $5.8M |
| Arrow Capital Management, LLC | 3.36% | — | 73,206 | $5.8M |
| LGT Fund Management Co Ltd. | 0.43% | Add +5.5% | 67,000 | $5.4M |
| Bank of America Corp. | 0.00% | Add +157.1% | 67,552 | $5.3M |
| Hudson Bay Capital Management LP | 0.03% | New | 67,500 | $5.3M |
| California State Teachers Retirement System | 0.01% | Add +21.2% | 66,645 | $5.3M |
| Alliancebernstein L.P. | 0.00% | New | 66,277 | $5.2M |
| Squarepoint Ops LLC | 0.01% | New | 63,874 | $5.0M |
| Waratah Capital Advisors Ltd. | 0.37% | New | 61,827 | $4.9M |
| Hall Laurie J Trustee | 1.57% | Add +4.2% | 59,768 | $4.7M |
| NewEdge Wealth, LLC | 0.05% | Reduce -5.6% | 59,552 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -13.4% | 59,266 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.5% | 59,094 | $4.7M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | No change | 56,601 | $4.5M |
| Van Eck Associates Corp. | 0.00% | New | 56,300 | $4.4M |
| Geneva Capital Management LLC | 0.08% | New | 56,008 | $4.4M |
| Aperture Investors, LLC | 0.61% | New | 55,572 | $4.4M |
| Ecofi Investissements SA | 2.83% | New | 52,000 | $4.1M |
| Longaeva Partners L.P. | 0.48% | New | 50,823 | $4.0M |
| Wasatch Advisors LP | 0.02% | Reduce -7.6% | 50,337 | $4.0M |
| Diameter Capital Partners LP | 0.44% | New | 50,000 | $3.9M |
| Argent Capital Management LLC | 0.11% | Add +32.3% | 49,816 | $3.9M |
| Two Sigma Advisers, LP | 0.01% | Reduce -45.2% | 48,600 | $3.8M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +390.9% | 47,966 | $3.8M |
| Renaissance Capital LLC | 2.70% | Reduce -2.7% | 47,544 | $3.7M |
| Barclays PLC | 0.00% | Add +1209.4% | 47,007 | $3.7M |
| Freestone Grove Partners LP | 0.03% | New | 46,947 | $3.7M |
| Wolverine Asset Management LLC | 0.21% | New | 45,000 | $3.5M |
| STRS Ohio | 0.01% | Add +27.1% | 41,700 | $3.3M |
| Maven Securities LTD | 0.40% | New | 40,000 | $3.2M |
| LPL Financial LLC | 0.00% | Reduce -1.1% | 39,657 | $3.1M |
| Ensign Peak Advisors, Inc | 0.01% | Add +671.8% | 37,278 | $2.9M |
| Mendel Money Management | 1.21% | Reduce -11.3% | 36,717 | $2.9M |
| MetLife Investment Management, LLC | 0.01% | New | 35,539 | $2.8M |
| AIA Group Ltd | 0.04% | Reduce -27.7% | 35,262 | $2.8M |
| Agf Management Ltd. | 0.01% | Reduce -32.3% | 35,116 | $2.8M |
| Sculptor Capital LP | 0.06% | New | 35,000 | $2.8M |
| Cerity Partners LLC | 0.00% | New | 31,814 | $2.5M |
| Hussman Strategic Advisors, Inc. | 0.60% | New | 31,500 | $2.5M |
| Mutual of America Capital Management LLC | 0.03% | New | 31,318 | $2.5M |
| Susquehanna Fundamental Investments, LLC | 0.08% | No change | 31,275 | $2.5M |
| Man Group plc | 0.00% | Add +18.1% | 30,437 | $2.4M |
| Atria Investments, Inc | 0.03% | Reduce -15.2% | 30,338 | $2.4M |
| Amalgamated Bank | 0.02% | New | 29,324 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.4% | 28,156 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -16.5% | 27,728 | $2.2M |
| Aquatic Capital Management LLC | 0.06% | New | 27,694 | $2.2M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 26,718 | $2.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -13.9% | 25,766 | $2.1M |
| Cohen & Steers, Inc. | 0.00% | No change | 25,000 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -24.4% | 24,655 | $1.9M |
| New York State Teachers Retirement System | 0.00% | New | 23,797 | $1.9M |
| Capital Group Investment Management Pte. LTD. | 0.30% | Add +9.8% | 23,516 | $1.9M |
| Picton Mahoney Asset Management | 0.02% | Reduce -12.6% | 23,157 | $1.8M |
| Asset Management One Co., Ltd. | 0.01% | New | 22,286 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +14.0% | 21,938 | $1.7M |
| Freemont Management S.A. | 0.34% | Add +197.3% | 21,700 | $1.7M |
| Teachers Retirement System of the State of Kentucky | 0.01% | New | 21,000 | $1.7M |
| Arizona State Retirement System | 0.01% | Add +13.7% | 20,987 | $1.7M |
| Fiduciary Trust Co | 0.02% | No change | 20,916 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | New | 22,585 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | New | 20,800 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Add +72.5% | 20,748 | $1.6M |
| TD Private Client Wealth LLC | 0.03% | Reduce -12.7% | 20,713 | $1.6M |
| Lisanti Capital Growth, LLC | 0.38% | Reduce -75.3% | 20,600 | $1.6M |
| Elo Mutual Pension Insurance Co | 0.02% | New | 20,315 | $1.6M |
| Strategic Global Advisors, LLC | 0.24% | Reduce -3.4% | 19,574 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | New | 18,832 | $1.5M |
| State of Tennessee, Department of Treasury | 0.00% | New | 20,841 | $1.5M |
| Handelsbanken Fonder AB | 0.00% | Reduce -10.7% | 18,400 | $1.5M |
| &partners | 0.01% | Add +2.4% | 17,962 | $1.4M |
| State of Michigan Retirement System | 0.01% | New | 17,800 | $1.4M |
| SG Americas Securities, LLC | 0.00% | Add +140.7% | 17,345 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | New | 16,837 | $1.3M |
| KLP Kapitalforvaltning As | 0.00% | Add +23.9% | 16,100 | $1.3M |
| Walleye Capital LLC | 0.01% | Add +1433.6% | 16,087 | $1.3M |
| Quantbot Technologies LP | 0.04% | New | 15,714 | $1.2M |
| Walleye Trading LLC | 0.02% | Add +103.9% | 15,688 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | New | 15,400 | $1.2M |
| Polymer Capital Management (US) LLC | 0.16% | New | 15,312 | $1.2M |
| Verition Fund Management LLC | 0.01% | Reduce -0.2% | 15,304 | $1.2M |
| Daiwa Securities Group Inc. | 0.00% | Add +1.3% | 15,155 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.01% | New | 15,000 | $1.2M |
| Central Pacific Bank - Trust Division | 0.15% | Add +7.7% | 14,905 | $1.2M |
| M&T Bank Corp | 0.00% | Add +8.3% | 14,662 | $1.2M |
| Focus Partners Wealth | 0.00% | Add +0.4% | 14,364 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | New | 13,792 | $1.1M |
| ExodusPoint Capital Management, LP | 0.01% | New | 12,923 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +3.9% | 12,873 | $1.0M |
| Connecticut Wealth Management, LLC | 0.04% | Add +17.9% | 12,712 | $1.0M |
| Twin Tree Management, LP | 0.10% | Reduce -60.5% | 12,006 | $947K |
| Pictet Asset Management Holding SA | 0.00% | Add +37.3% | 11,152 | $879K |
| PEAK6 LLC | 0.02% | Reduce -63.0% | 11,032 | $870K |
| Boothbay Fund Management, LLC | 0.02% | Add +19.8% | 10,350 | $816K |
| LuminArx Capital Management LP | 1.16% | — | 10,000 | $789K |
| Quadcap Wealth Management, LLC | 0.09% | No change | 9,514 | $750K |
| Ascent Group, LLC | 0.03% | Add +7.2% | 9,317 | $735K |
| Jag Capital Management, LLC | 0.08% | Add +10.9% | 9,115 | $719K |
| Pacer Advisors, Inc. | 0.00% | New | 9,066 | $715K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +10.3% | 9,034 | $712K |
| Yarbrough Capital, LLC | 0.02% | No change | 8,214 | $648K |
| LVW Advisors, LLC | 0.06% | Reduce -5.0% | 7,743 | $611K |
| Impact Capital Partners LLC | 0.18% | Reduce -0.3% | 7,537 | $594K |
| State of Alaska, Department of Revenue | 0.01% | New | 7,480 | $589K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 7,400 | $584K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 7,386 | $582K |
| Inspire Advisors, LLC | 0.05% | New | 7,068 | $557K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,012 | $553K |
| Sheets Smith Wealth Management | 0.06% | Add +48.0% | 6,917 | $545K |
| Alps Advisors Inc. | 0.00% | Add +0.9% | 6,891 | $543K |
| WoodTrust Financial Corp | 0.06% | No change | 6,850 | $540K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -3.1% | 6,759 | $533K |
| Sandia Investment Management LP | 1.30% | New | 6,535 | $515K |
| Chesapeake Capital Corp. | 0.41% | No change | 6,264 | $494K |
| Perpetual Ltd | 0.01% | Reduce -0.2% | 6,257 | $493K |
| Glenmede Trust Co. NA | 0.00% | — | 6,159 | $486K |
| WINTON GROUP Ltd | 0.02% | New | 6,100 | $481K |
| Guggenheim Capital LLC | 0.00% | New | 5,903 | $466K |
| BNP Paribas Financial Markets | 0.00% | Add +133.2% | 5,879 | $464K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 5,801 | $457K |
| New York Life Investment Management LLC | 0.00% | Reduce -9.3% | 5,701 | $450K |
| Swiss Life Asset Management Ltd | 0.00% | Add +95.4% | 5,648 | $445K |
| MML Investors Services, LLC | 0.00% | Reduce -30.9% | 5,643 | $445K |
| Securian Asset Management, Inc. | 0.02% | New | 5,484 | $432K |
| Bank of Montreal | 0.00% | New | 5,365 | $423K |
| DAVENPORT & Co LLC | 0.00% | Add +7.4% | 5,254 | $414K |
| Vestcor Inc | 0.01% | New | 5,202 | $410K |
| Heritage Family Offices, LLP | 0.19% | Reduce -11.1% | 5,167 | $407K |
| Broad Bay Capital Management, LP | 0.04% | New | 5,000 | $394K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.9% | 4,755 | $375K |
| Bank of Nova Scotia | 0.00% | Reduce -27.4% | 4,626 | $365K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +39.7% | 4,274 | $361K |
| World Equity Group, Inc. | 0.10% | New | 4,576 | $361K |
| Brevan Howard Capital Management LP | 0.01% | Add +50.6% | 4,414 | $348K |
| State of Wyoming | 0.04% | Add +35.8% | 4,390 | $346K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +588.4% | 4,378 | $345K |
| Wealth Alliance, LLC | 0.03% | Add +10.5% | 4,087 | $322K |
| Acadian Asset Management LLC | 0.00% | Reduce -92.7% | 4,073 | $321K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +14.9% | 4,068 | $321K |
| Sowell Financial Services LLC | 0.01% | Add +0.3% | 4,057 | $320K |
| Transatlantique Private Wealth LLC | 0.10% | Reduce -4.5% | 4,050 | $319K |
| International Assets Investment Management, LLC | 0.02% | New | 3,973 | $313K |
| Cresset Asset Management, LLC | 0.00% | No change | 3,960 | $312K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -27.7% | 3,803 | $300K |
| Thrive Wealth Management, LLC | 0.04% | Add +2.8% | 3,778 | $298K |
| Creative Planning | 0.00% | Add +16.7% | 3,733 | $294K |
| Captrust Financial Advisors | 0.00% | New | 3,723 | $294K |
| AQR Capital Management | 0.00% | New | 3,717 | $293K |
| Benjamin Edwards Inc. | 0.00% | Add +3.2% | 3,709 | $292K |
| Deutsche Bank AG | 0.00% | Add +6.0% | 3,677 | $290K |
| Shay Capital LLC | 0.05% | New | 3,550 | $280K |
| Advisor OS, LLC | 0.02% | Add +4.4% | 3,477 | $274K |
| Polen Capital Management LLC | 0.00% | New | 3,420 | $270K |
| Axxcess Wealth Management, LLC | 0.00% | Reduce -12.8% | 3,404 | $268K |
| Xponance LLC | 0.00% | New | 3,270 | $258K |
| Wellspring Financial Advisors, LLC | 0.02% | New | 3,240 | $256K |
| Aureus Asset Management, LLC | 0.02% | No change | 3,114 | $246K |
| Corient Private Wealth LP | 0.00% | Reduce -8.6% | 3,096 | $244K |
| SBI Okasan Asset Management Co.Ltd. | 0.01% | — | 3,000 | $243K |
| Capital Financial Group Inc\co\ | 0.14% | — | 3,075 | $242K |
| ProShare Advisors LLC | 0.00% | New | 3,018 | $238K |
| Spirepoint Private Client, LLC | 0.02% | New | 2,873 | $227K |
| Dearborn Partners LLC | 0.01% | Reduce -35.6% | 2,867 | $226K |
| PAX Financial Group, LLC | 0.04% | Reduce -6.3% | 2,840 | $224K |
| Stephens Inc. | 0.00% | Reduce -19.7% | 2,725 | $215K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.8% | 2,701 | $213K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 2,678 | $211K |
| Bellecapital International Ltd. | 0.04% | New | 2,660 | $210K |
| TruNorth Capital Management, LLC | 0.04% | New | 2,604 | $205K |
| SageView Advisory Group, LLC | 0.01% | New | 2,529 | $199K |
| Centaurus Financial, Inc. | 0.01% | Add +7.5% | 2,261 | $178K |
| Osaic Holdings, Inc. | 0.00% | Reduce -87.1% | 2,170 | $171K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -14.2% | 2,124 | $167K |
| Amica Mutual Insurance Co. | 0.01% | Add +115.3% | 2,114 | $167K |
| TFC Financial Management, Inc. | 0.02% | No change | 1,942 | $153K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.9% | 1,881 | $148K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,000 | $145K |
| KBC Group NV | 0.00% | No change | 1,682 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +81.1% | 1,487 | $117K |
| Public Employees Retirement System of Ohio | 0.00% | New | 1,456 | $115K |
| PNC Financial Services Group, Inc. | 0.00% | Add +60.1% | 1,383 | $109K |
| LRI Investments, LLC | 0.01% | Add +7.4% | 1,347 | $106K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.3% | 1,329 | $105K |
| US Bancorp \de | 0.00% | Reduce -20.0% | 1,277 | $101K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 1,275 | $101K |
| HM Payson & Co. | 0.00% | Add +5.0% | 1,034 | $82K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +36.7% | 909 | $72K |
| CIBC Private Wealth Group LLC | 0.00% | Add +112.7% | 904 | $71K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.1% | 788 | $67K |
| Assetmark, Inc. | 0.00% | Add +7.7% | 614 | $48K |
| Fifth Third Bancorp | 0.00% | Reduce -87.7% | 603 | $48K |
| Arax Advisory Partners | 0.00% | Add +25.0% | 430 | $34K |
| Parkside Financial Bank & Trust | 0.00% | No change | 325 | $26K |
| Eurizon Capital SGR S.p.A. | 0.00% | — | 300 | $24K |
| Toth Financial Advisory Corp. | 0.00% | Add +172.7% | 300 | $24K |
| NewEdge Advisors, LLC | 0.00% | No change | 300 | $24K |
| Los Angeles Capital Management LLC | 0.00% | New | 300 | $24K |
| UMB Bank, n.a. | 0.00% | New | 267 | $21K |
| Cwm, LLC | 0.00% | Add +4433.3% | 272 | $21K |
| Smartleaf Asset Management LLC | 0.00% | New | 258 | $21K |
| Clark Wealth Partners | 0.01% | No change | 262 | $21K |
| IFP Advisors, Inc | 0.00% | No change | 258 | $20K |
| Clearstead Advisors, LLC | 0.00% | No change | 258 | $20K |
| Harbour Investments, Inc. | 0.00% | No change | 250 | $20K |
| Entrust Financial LLC | 0.01% | — | 245 | $19K |
| Jones Financial Companies LLLP | 0.00% | Add +465.1% | 243 | $19K |
| GAMMA Investing LLC | 0.00% | Add +3350.0% | 207 | $16K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 181 | $14K |
| AdvisorNet Financial, Inc | 0.00% | Add +9.4% | 139 | $11K |
| Tradewinds Capital Management, LLC | 0.00% | Add +0.7% | 138 | $11K |
| Private Trust Co. NA | 0.00% | Reduce -2.7% | 108 | $9K |
| MAI Capital Management | 0.00% | Reduce -43.3% | 102 | $8K |
| AlphaQuest LLC | 0.00% | New | 101 | $8K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | No change | 100 | $8K |
| Root Financial Partners, LLC | 0.00% | Add +121.4% | 93 | $7K |
| CoreCap Advisors, LLC | 0.00% | Add +55.2% | 90 | $7K |
| Allworth Financial LP | 0.00% | Reduce -48.1% | 81 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 75 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 67 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +415.4% | 67 | $5K |
| Global Retirement Partners, LLC | 0.00% | Add +644.4% | 67 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 65 | $5K |
| Huntington National Bank | 0.00% | Reduce -54.2% | 65 | $5K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 58 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 55 | $4K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 35 | $3K |
| Colonial Trust Advisors | 0.00% | New | 30 | $2K |
| Optiver Holding B.V. | 0.00% | New | 28 | $2K |
| Avion Wealth | 0.00% | No change | 30 | $2K |
| Roble, Belko & Company, Inc | 0.00% | No change | 25 | $2K |
| CX Institutional | 0.00% | New | 25 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 24 | $2K |
| Optima Capital LLC | 0.00% | New | 24 | $2K |
| Bare Financial Services, Inc | 0.00% | New | 19 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | New | 16 | $1K |
| Marquette Asset Management, LLC | 0.00% | No change | 15 | $1K |
| First Pacific Financial | 0.00% | New | 15 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | Add +114.3% | 15 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 14 | $1K |
| Rialto Wealth Management, LLC | 0.00% | Add +18.2% | 13 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 10 | $789 |
| Larson Financial Group LLC | 0.00% | No change | 10 | $789 |
| WPG Advisers, LLC | 0.00% | New | 8 | $631 |
| Rossby Financial, LCC | 0.00% | New | 8 | $631 |
| Bogart Wealth, LLC | 0.00% | No change | 8 | $631 |
| DiNuzzo Private Wealth, Inc. | 0.00% | New | 5 | $395 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $394 |
| CENTRAL TRUST Co | 0.00% | New | 4 | $316 |
| Fortitude Family Office, LLC | 0.00% | Reduce -50.0% | 4 | $315 |
| SHP Wealth Management | 0.00% | — | 4 | $315 |
| Blue Trust, Inc. | 0.00% | No change | 4 | $315 |
| SJS Investment Consulting Inc. | 0.00% | Add +200.0% | 3 | $237 |
| HFM Investment Advisors, LLC | 0.00% | Reduce -33.3% | 2 | $158 |
| Essential Partners LLC | 0.00% | Add +100.0% | 2 | $158 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $97 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $78 |
"% 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.