CUSIP: 90139K407 | NYSE | 69 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 3,671,721 | $145.6M | 2.6% | ETF | Medium | Los Angeles, CA | 2026-10-13 | |
| 2,378,592 | $94.3M | 6.6% | Value | Low | Whitefish, MT | 2026-11-02 | |
| 753,102 | $29.9M | 0.3% | Core | Low | New York, NY | 2026-10-20 | |
| 458,304 | $18.2M | 6.1% | ETF | Very Low | Scranton, PA | 2026-11-05 | |
| 272,960 | $10.8M | 3.5% | ETF | Medium | Ridgewood, NJ | 2026-10-13 | |
| 227,694 | $9.0M | 0.6% | Growth | Medium | Needham, MA | 2026-10-22 | |
| 124,784 | $4.9M | 0.1% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 101,890 | $4.0M | 0.4% | ETF | Very Low | Wellesley, MA | 2026-10-19 | |
| 49,106 | $1.9M | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 47,423 | $1.9M | 0.2% | ETF | Low | South Burlington, VT | 2026-10-07 | |
| 39,240 | $1.6M | 0.3% | ETF | Medium | Irvine, CA | 2026-10-14 | |
| 39,104 | $1.6M | 0.7% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 31,598 | $1.2M | 0.1% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 27,734 | $1.1M | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 25,540 | $1.0M | 0.8% | ETF | Low | Cincinnati, OH | 2026-10-21 | |
| 23,572 | $934.6K | 0.2% | Growth | Low | San Luis Obispo, CA | 2026-10-22 | |
| 20,120 | $797.8K | 0.4% | Deep Value | Medium | Bellevue, WA | 2026-10-30 | |
| 16,557 | $667.2K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 15,162 | $601.2K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 12,094 | $479.5K | 0.1% | ETF | Medium | Mclean, VA | 2026-10-13 | |
| 11,580 | $459 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 9,452 | $374.8K | 0.2% | Value | Low | Plymouth, MA | 2026-11-04 | |
| 8,250 | $333 | 0.0% | ETF | High | Portland, OR | 2026-11-03 | |
| 7,239 | $287.0K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 6,980 | $277 | 0.0% | Growth | Low | Grand Rapids, MI | 2026-11-05 | |
| 6,660 | $264.1K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 2,329 | $92.3K | 0.1% | Growth | Low | Denver, CO | 2026-10-09 | |
| 1,842 | $73.0K | 0.0% | Growth | Medium | Columbus, OH | 2026-10-29 | |
| 912 | $35.7K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 453 | $18.0K | 0.0% | ETF | Low | Houston, TX | 2026-11-03 | |
| 264 | $10.5K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 125 | $5.0K | 0.0% | Core | Low | Atlanta, GA | 2026-10-29 |