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Ultrapar Particpac (UGR)

CUSIP: 90400P101 | GR | 545 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Todd Asset Management LLC839,630
0.1% of portfolio›$6.1M
Dimensional Fund Advisors LP792,929
0.0% of portfolio›$5.8M
Y-Intercept (Hong Kong) Ltd483,572
0.1% of portfolio›$3.5M
Creative Planning386,695
0.0% of portfolio›$2.8M
Diversify Wealth Management, LLC357,708
0.0% of portfolio›$2.7M
Diversify Advisory Services, LLC357,708
0.0% of portfolio›$2.7M
Robeco Institutional Asset Management B.V.180,500
0.0% of portfolio›$1.3M
TD Waterhouse Canada Inc.150,707
0.0% of portfolio›$1.1M
Compound Planning, Inc.121,130
0.0% of portfolio›$886.7K
Mirae Asset Global Investments Co., Ltd.114,945
0.0% of portfolio›$841.4K
Hennion & Walsh Asset Management, Inc.97,402
0.0% of portfolio›$713.0K
Burns Matteson Capital Management, LLC94,046
0.2% of portfolio›$688.4K
US Bancorp \de\84,482
0.0% of portfolio›$618.4K
Atria Investments, Inc76,513
0.0% of portfolio›$560.1K
Assetmark, Inc67,770
0.0% of portfolio›$496.1K
Ethic Inc.53,696
0.0% of portfolio›$393.1K
Citigroup Inc52,675
0.0% of portfolio›$385.6K
DekaBank Deutsche Girozentrale50,535
0.0% of portfolio›$371
Elevation Point Wealth Partners, LLC47,816
0.0% of portfolio›$350.0K
Rose Capital Advisors LLC39,030
0.1% of portfolio›$285.7K
Signaturefd, LLC33,367
0.0% of portfolio›$244.2K
PDS Planning, Inc28,286
0.0% of portfolio›$207.1K
Aprio Wealth Management, LLC27,770
0.0% of portfolio›$203.3K
Parallel Advisors, LLC24,730
0.0% of portfolio›$181.0K
Axxion S.A.24,000
0.0% of portfolio›$175.7K
Kapitalo Investimentos Ltda23,814
0.0% of portfolio›$174.3K
Integrity Alliance, Llc.22,387
0.0% of portfolio›$163.9K
Blue Trust, Inc.22,057
0.0% of portfolio›$161.5K
Profund Advisors LLC21,559
0.0% of portfolio›$157.8K
Inspire Investing, LLC20,782
0.0% of portfolio›$152.1K
Beaumont Financial Advisors, LLC20,748
0.0% of portfolio›$151.9K
Western Financial Corp19,378
0.0% of portfolio›$141.8K
Gamma Investing LLC17,243
0.0% of portfolio›$126.2K
TD Private Client Wealth LLC17,152
0.0% of portfolio›$125.6K
Plan A Wealth LLC15,620
0.0% of portfolio›$114.3K
Ashton Thomas Private Wealth, LLC15,353
0.0% of portfolio›$112.4K
Greenspring Advisors, LLC15,308
0.0% of portfolio›$112.1K
Allspring Global Investments Holdings, LLC14,459
0.0% of portfolio›$104.5K
Kathmere Capital Management, LLC14,022
0.0% of portfolio›$102.6K
HUB Investment Partners, LLC13,826
0.0% of portfolio›$101.2K
Truist Financial Corp12,897
0.0% of portfolio›$94.4K
D'Orazio & Associates, Inc.12,892
0.0% of portfolio›$94.4K
Alliance Wealth Advisors, LLC12,179
0.0% of portfolio›$89.2K
Tuttle Capital Management, LLC11,728
0.0% of portfolio›$87.4K
StoneX Group Inc.11,721
0.0% of portfolio›$78.1K
Quadrant Capital Group LLC11,621
0.0% of portfolio›$90.5K
Park Avenue Securities LLC11,121
0.0% of portfolio›$81
LVW Advisors, LLC10,683
0.0% of portfolio›$78.2K
Farther Finance Advisors, LLC9,426
0.0% of portfolio›$69.0K
Caitong International Asset Management Co., Ltd6,821
0.0% of portfolio›$49.9K
Pinnacle Wealth Planning Services, Inc.3,732
0.0% of portfolio›$27.3K
EverSource Wealth Advisors, LLC3,292
0.0% of portfolio›$24.1K
Ascentis Wealth Management, LLC1,395
0.0% of portfolio›$10.2K
Gleason Group, Inc.658
0.0% of portfolio›$4.8K
Nisa Investment Advisors, LLC648
0.0% of portfolio›$4.7K
Financial Consulate, Inc542
0.0% of portfolio›$4.0K
Private Trust Co NA432
0.0% of portfolio›$3.2K
IFP Advisors, Inc330
0.0% of portfolio›$2.4K
Physician Wealth Advisors, Inc.305
0.0% of portfolio›$2.2K
JFS Wealth Advisors, LLC253
0.0% of portfolio›$1.9K
Ares Financial Consulting, LLC224
0.0% of portfolio›$1.6K
True Wealth Design, LLC127
0.0% of portfolio›$930
Larson Financial Group LLC111
0.0% of portfolio›$813
Bell Investment Advisors, Inc92
0.0% of portfolio›$674
Proathlete Wealth Management LLC45
0.0% of portfolio›$329
Root Financial Partners, LLC22
0.0% of portfolio›$161
StyleTurnoverLocationFiled
Todd Asset Management LLC
839,630$6.1M0.1%ValueMediumLouisville, KY2026-10-27
Dimensional Fund Advisors LP
792,929$5.8M0.0%IndexLowAustin, TX2026-11-04
Y-Intercept (Hong Kong) Ltd
483,572$3.5M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Creative Planning
386,695$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Diversify Wealth Management, LLC
357,708$2.7M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
357,708$2.7M0.0%GrowthLowSandy, UT2026-10-20
Robeco Institutional Asset Management B.V.
180,500$1.3M0.0%CoreMediumRotterdam, Philippines2026-10-20
TD Waterhouse Canada Inc.
150,707$1.1M0.0%CoreLowToronto, Australia2026-10-16
Compound Planning, Inc.
121,130$886.7K0.0%CoreLowNew York, NY2026-11-05
Mirae Asset Global Investments Co., Ltd.
114,945$841.4K0.0%GrowthLowSeoul, Malaysia2026-11-03
Hennion & Walsh Asset Management, Inc.
97,402$713.0K0.0%ValueMediumParsippany, NJ2026-10-13
Burns Matteson Capital Management, LLC
94,046$688.4K0.2%CoreMediumCorning, NY2026-10-16
US Bancorp \de\
84,482$618.4K0.0%IndexLowMinneapolis, MN2026-11-05
Atria Investments, Inc
76,513$560.1K0.0%CoreMediumCharlotte, NC2026-10-15
Assetmark, Inc
67,770$496.1K0.0%ETFLowConcord, CA2026-10-21
Ethic Inc.
53,696$393.1K0.0%CoreLowNew York, NY2026-11-03
Citigroup Inc
52,675$385.6K0.0%CoreMediumNew York, NY2026-11-04
DekaBank Deutsche Girozentrale
50,535$3710.0%CoreLowFrankfurt, Hong Kong2026-10-27
Elevation Point Wealth Partners, LLC
47,816$350.0K0.0%CoreHighDenver, CO2026-11-05
Rose Capital Advisors LLC
39,030$285.7K0.1%ETFN/AMiami Beach, FL2026-11-04
Signaturefd, LLC
33,367$244.2K0.0%IndexLowAtlanta, GA2026-10-23
PDS Planning, Inc
28,286$207.1K0.0%IndexVery LowDublin, OH2026-11-03
Aprio Wealth Management, LLC
27,770$203.3K0.0%ETFMediumAtlanta, GA2026-10-28
Parallel Advisors, LLC
24,730$181.0K0.0%IndexLowSan Francisco, CA2026-11-03
Axxion S.A.
24,000$175.7K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Kapitalo Investimentos Ltda
23,814$174.3K0.0%ValueHighSao Paulo, Finland2026-10-20
Integrity Alliance, Llc.
22,387$163.9K0.0%ETFMediumUrbandale, IA2026-10-29
Blue Trust, Inc.
22,057$161.5K0.0%ETFLowBrentwood, TN2026-10-15
Profund Advisors LLC
21,559$157.8K0.0%GrowthLowBethesda, MD2026-10-29
Inspire Investing, LLC
20,782$152.1K0.0%GARPHighMeridian, ID2026-10-22
Beaumont Financial Advisors, LLC
20,748$151.9K0.0%GrowthMediumNeedham, MA2026-10-22
Western Financial Corp
19,378$141.8K0.0%MomentumHighSan Diego, CA2026-10-14
Gamma Investing LLC
17,243$126.2K0.0%IndexVery LowFoster City, CA2026-10-08
TD Private Client Wealth LLC
17,152$125.6K0.0%ETFLowNew York, NY2026-10-28
Plan A Wealth LLC
15,620$114.3K0.0%CoreLowLincoln, NE2026-10-08
Ashton Thomas Private Wealth, LLC
15,353$112.4K0.0%CoreMediumScottsdale, AZ2026-11-03
Greenspring Advisors, LLC
15,308$112.1K0.0%ETFVery LowTowson, MD2026-11-05
Allspring Global Investments Holdings, LLC
14,459$104.5K0.0%CoreMediumCharlotte, NC2026-11-04
Kathmere Capital Management, LLC
14,022$102.6K0.0%ETFLowWayne, PA2026-10-20
HUB Investment Partners, LLC
13,826$101.2K0.0%GrowthLowAustin, TX2026-11-03
Truist Financial Corp
12,897$94.4K0.0%CoreLowCharlotte, NC2026-10-30
D'Orazio & Associates, Inc.
12,892$94.4K0.0%ETFLowVienna, VA2026-11-04
Alliance Wealth Advisors, LLC
12,179$89.2K0.0%ETFHighCenterville, UT2026-10-28
Tuttle Capital Management, LLC
11,728$87.4K0.0%GrowthHighRiverside, CT2026-10-21
StoneX Group Inc.
11,721$78.1K0.0%ETFMediumNew York, NY2026-11-03
Quadrant Capital Group LLC
11,621$90.5K0.0%CoreLowCincinnati, OH2026-10-20
Park Avenue Securities LLC
11,121$810.0%ETFMediumNew York, NY2026-10-26
LVW Advisors, LLC
10,683$78.2K0.0%CoreMediumPittsford, NY2026-10-19
Farther Finance Advisors, LLC
9,426$69.0K0.0%IndexLowSan Francisco, CA2026-10-08
Caitong International Asset Management Co., Ltd
6,821$49.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Pinnacle Wealth Planning Services, Inc.
3,732$27.3K0.0%GARPLowMansfield, OH2026-10-27
EverSource Wealth Advisors, LLC
3,292$24.1K0.0%CoreMediumBirmingham, AL2026-11-04
Ascentis Wealth Management, LLC
1,395$10.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Gleason Group, Inc.
658$4.8K0.0%ETFVery LowProspect, KY2026-10-15
Nisa Investment Advisors, LLC
648$4.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Financial Consulate, Inc
542$4.0K0.0%ETFLowHunt Valley, MD2026-10-23
Private Trust Co NA
432$3.2K0.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
330$2.4K0.0%GrowthLowTampa, FL2026-10-16
Physician Wealth Advisors, Inc.
305$2.2K0.0%ETFMediumMidvale, UT2026-10-20
JFS Wealth Advisors, LLC
253$1.9K0.0%ETFVery LowHermitage, PA2026-11-03
Ares Financial Consulting, LLC
224$1.6K0.0%CoreLowCalabasas, CA2026-10-19
True Wealth Design, LLC
127$9300.0%ETFMediumAkron, OH2026-10-13
Larson Financial Group LLC
111$8130.0%GrowthLowSt Louis, MO2026-11-05
Bell Investment Advisors, Inc
92$6740.0%ETFVery LowOrinda, CA2026-10-29
Proathlete Wealth Management LLC
45$3290.0%ETFVery LowBoca Raton, FL2026-10-15
Root Financial Partners, LLC
22$1610.0%ETFMediumEncinitas, CA2026-10-21