CUSIP: 90138FAB8 | 73 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 80,458,000 | $386.6K | 0.0% | GARP | High | New York, NY | 2021-05-17 | |
| 46,563,000 | $223.6K | 0.6% | GARP | High | New York, NY | 2021-05-17 | |
| 36,090,000 | $173.4K | 10.1% | N/A | N/A | Chicago, IL | 2021-05-17 | |
| 25,586,000 | $122.9K | 0.0% | Growth | Medium | Naperville, IL | 2021-04-12 | |
| 15,313,000 | $73.5K | 0.0% | Value | High | Greenwich, CT | 2021-05-18 | |
| 9,948,000 | $47.8K | 0.0% | GARP | High | Toronto, Australia | 2021-05-06 | |
| 7,823,000 | $37.6K | 0.0% | Momentum | Medium | Jersey City, NJ | 2021-05-11 | |
| 7,320,000 | $35.2K | 0.0% | Deep Value | Low | New York, NY | 2021-05-14 | |
| 7,038,000 | $33.9K | 0.0% | Index | Very Low | Boston, MA | 2021-07-09 | |
| 6,949,000 | $33.4K | 0.0% | Growth | Medium | New York, NY | 2021-05-12 | |
| 3,775,000 | $18.1K | 0.0% | Growth | Low | Atlanta, GA | 2021-05-17 | |
| 3,672,000 | $17.6K | 0.3% | Agg Growth | Medium | Los Angeles, CA | 2021-05-28 | |
| 2,971,000 | $14.2K | 0.0% | Growth | Medium | Boston, MA | 2021-05-14 | |
| 2,850,000 | $13.7K | 0.0% | Core | Medium | Minneapolis, MN | 2021-05-17 | |
| 2,789,000 | $13.4K | 0.2% | GARP | High | New York, NY | 2021-05-17 | |
| 2,500,000 | $12.0K | 0.0% | Growth | Medium | New York, NY | 2021-05-17 | |
| 1,815,000 | $8.7K | 0.0% | N/A | N/A | Boston, MA | 2021-05-17 | |
| 1,691,000 | $8.1K | 0.0% | N/A | N/A | New York, NY | 2021-05-07 | |
| 1,650,000 | $7.9K | 0.0% | Value | Low | Rye, NY | 2021-05-14 | |
| 1,237,000 | $5.9K | 0.0% | Core | Low | Fort Lee, NJ | 2021-05-12 | |
| 739,000 | $3.5K | 0.0% | Core | Low | San Francisco, CA | 2021-05-13 | |
| 450,000 | $2.2K | 0.0% | N/A | N/A | Toronto, Australia | 2021-05-14 | |
| 250,000 | $1.1K | 0.0% | Core | Low | Zurich, Switzerland | 2021-05-03 | |
| 150,000 | $720.2K | 0.0% | Growth | Medium | Frankfurt Am Main, Hong Kong | 2026-05-04 | |
| 140,000 | $672.5K | 0.0% | Value | Medium | Levis, Austria | 2024-08-30 | |
| 93,000 | $447 | 0.0% | Growth | Medium | Naperville, IL | 2021-04-12 | |
| 72,000 | $345 | 0.0% | ETF | Very Low | Honolulu, HI | 2021-04-09 | |
| 70,000 | $336 | 0.0% | GARP | Low | Oaks, PA | 2021-05-12 | |
| 19,400 | $9.3K | 0.0% | Growth | High | New York, NY | 2021-05-17 | |
| 18,000 | $86 | 0.0% | GARP | Medium | Kansas City, MO | 2021-05-14 | |
| 3,000 | $14 | 0.0% | Core | Low | New York, NY | 2021-05-11 | |
| 3,000 | $14 | 0.0% | Growth | Medium | New York, NY | 2021-05-17 | |
| 1,000 | $5 | 0.0% | ETF | Low | Berwyn, PA | 2021-05-03 | |
| 1,000 | $5 | 0.0% | Core | Low | Charlotte, NC | 2021-05-14 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2021-05-13 |