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Universal Logistics Holdings (ULH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Dimensional Fund Advisors LP
INCREASED
Shares807,288 from 805,472
Change+1,816 (+0%)
Value$14.0M (+$2.0M)
Filed 2026-11-04
Geode Capital Management, LLC
DECREASED
Shares210,848 from 213,806
Change-2,958 (-1%)
Value$3.6M (+$481.4K)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares188,990 from 187,189
Change+1,801 (+1%)
Value$3.3M (+$497.2K)
Filed 2026-11-05
Russell Investments Group, Ltd.
INCREASED
Shares44,206 from 4,045
Change+40,161 (+993%)
Value$764.3K (+$704.5K)
Filed 2026-11-06
Strs Ohio
INCREASED
Shares30,100 from 19,500
Change+10,600 (+54%)
Value$520.4K (+$231.8K)
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares28,407 from 25,883
Change+2,524 (+10%)
Value$491.2K (+$108.1K)
Filed 2026-11-04
Barclays PLC
INCREASED
Shares19,373 from 1,185
Change+18,188 (+1535%)
Value$335.0K (+$317.4K)
Filed 2026-11-06
Deutsche Bank Ag\
INCREASED
Shares7,202 from 5,077
Change+2,125 (+42%)
Value$124.5K (+$49.4K)
Filed 2026-11-06
Police & Firemen's Retirement System of New Jersey
UNCHANGED
Shares1,844 from 1,844
Change0 (0%)
Value$31.9K (+$4.6K)
Filed 2026-11-09
State of Alaska, Department of Revenue
DECREASED
Shares1,412 from 2,765
Change-1,353 (-49%)
Value$24 (-$20.0K)
Filed 2026-10-15
Fortitude Family Office, LLC
NEW
Shares628
Change+628
Value$10.9K
Filed 2026-10-14
Harbor Capital Advisors, Inc.
DECREASED
Shares539 from 569
Change-30 (-5%)
Value$9 (+$1)
Filed 2026-10-22
Gamma Investing LLC
DECREASED
Shares487 from 515
Change-28 (-5%)
Value$8.4K (+$798)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares392 from 6
Change+386 (+6433%)
Value$6.8K (+$6.7K)
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
NEW
Shares245
Change+245
Value$4.2K
Filed 2026-10-05
Versant Capital Management, Inc
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$4.0K (+$583)
Filed 2026-10-02
Allworth Financial LP
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$2.3K ($0)
Filed 2026-11-06
Sterling Capital Management LLC
INCREASED
Shares141 from 126
Change+15 (+12%)
Value$2.4K (+$573)
Filed 2026-10-22
PNC Financial Services Group, Inc.
INCREASED
Shares75 from 21
Change+54 (+257%)
Value$1.3K (+$986)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares75 from 27
Change+48 (+178%)
Value$1.3K (+$897)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$1.2K (+$169)
Filed 2026-10-20
Zions Bancorporation, National Association
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$1.1K (+$162)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares43 from 40
Change+3 (+8%)
Value$743 (+$151)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares37
Change+37
Value$640
Filed 2026-10-21
Larson Financial Group LLC
NEW
Shares31
Change+31
Value$536
Filed 2026-11-05
Essential Partners LLC
INCREASED
Shares31 from 4
Change+27 (+675%)
Value$536 (+$477)
Filed 2026-10-14
IFP Advisors, Inc
NEW
Shares20
Change+20
Value$346
Filed 2026-10-16
Covestor Ltd
DECREASED
Shares11 from 19
Change-8 (-42%)
Value$0 ($0)
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares4
Change+4
Value$69
Filed 2026-11-03
Clearstead Advisors, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$70 (+$10)
Filed 2026-11-06
Caitong International Asset Management Co., Ltd
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$69 (+$10)
Filed 2026-10-29
SBI Securities Co., Ltd.
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$52 (+$8)
Filed 2026-10-22
True Wealth Design, LLC
INCREASED
Shares2 from 1
Change+1 (+100%)
Value$35 (+$20)
Filed 2026-10-13
Signaturefd, LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$533)
Filed 2026-10-23
FMR LLC
N/A
Shares— from 3,953,379
Change-3,953,379 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 546,072
Change-546,072 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 302,671
Change-302,671 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 281,618
Change-281,618 (-100%)
Value—
Bridgeway Capital Management, LLC
N/A
Shares— from 147,194
Change-147,194 (-100%)
Value—
State Street Corp
N/A
Shares— from 143,647
Change-143,647 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 96,115
Change-96,115 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 70,352
Change-70,352 (-100%)
Value—
UBS Group AG
N/A
Shares— from 60,137
Change-60,137 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 52,750
Change-52,750 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 47,967
Change-47,967 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 45,386
Change-45,386 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 43,389
Change-43,389 (-100%)
Value—
Pacific Ridge Capital Partners, LLC
N/A
Shares— from 33,770
Change-33,770 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 31,380
Change-31,380 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 30,200
Change-30,200 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 23,844
Change-23,844 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 22,949
Change-22,949 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 19,170
Change-19,170 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 18,617
Change-18,617 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 17,675
Change-17,675 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 14,047
Change-14,047 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 12,620
Change-12,620 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 12,312
Change-12,312 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 11,375
Change-11,375 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 11,002
Change-11,002 (-100%)
Value—
Metis Global Partners, LLC
N/A
Shares— from 10,870
Change-10,870 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 9,866
Change-9,866 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 9,730
Change-9,730 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 8,408
Change-8,408 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,002
Change-6,002 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,287
Change-3,287 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 3,057
Change-3,057 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,990
Change-2,990 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 2,568
Change-2,568 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 588
Change-588 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 475
Change-475 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 401
Change-401 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 95
Change-95 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Dimensional Fund Advisors LP
INCREASED807,288805,472+1,816+0%$11.9M$14.0M+$2.0M2026-11-04
Geode Capital Management, LLC
DECREASED210,848213,806-2,958-1%$3.2M$3.6M+$481.4K2026-11-06
Bank of New York Mellon Corp
INCREASED188,990187,189+1,801+1%$2.8M$3.3M+$497.2K2026-11-05
Russell Investments Group, Ltd.
INCREASED44,2064,045+40,161+993%$59.9K$764.3K+$704.5K2026-11-06
Strs Ohio
INCREASED30,10019,500+10,600+54%$288.6K$520.4K+$231.8K2026-10-30
Citigroup Inc
INCREASED28,40725,883+2,524+10%$383.1K$491.2K+$108.1K2026-11-04
Barclays PLC
INCREASED19,3731,185+18,188+1535%$17.5K$335.0K+$317.4K2026-11-06
Deutsche Bank Ag\
INCREASED7,2025,077+2,125+42%$75.1K$124.5K+$49.4K2026-11-06
Police & Firemen's Retirement System of New Jersey
UNCHANGED1,8441,84400%$27.3K$31.9K+$4.6K2026-11-09
State of Alaska, Department of Revenue
DECREASED1,4122,765-1,353-49%$20.0K$24-$20.0K2026-10-15
Fortitude Family Office, LLC
NEW628—+628——$10.9K—2026-10-14
Harbor Capital Advisors, Inc.
DECREASED539569-30-5%$8$9+$12026-10-22
Gamma Investing LLC
DECREASED487515-28-5%$7.6K$8.4K+$7982026-10-08
Farther Finance Advisors, LLC
INCREASED3926+386+6433%$90$6.8K+$6.7K2026-10-08
MassMutual Private Wealth & Trust, FSB
NEW245—+245——$4.2K—2026-10-05
Versant Capital Management, Inc
UNCHANGED23423400%$3.5K$4.0K+$5832026-10-02
Allworth Financial LP
UNCHANGED15815800%$2.3K$2.3K$02026-11-06
Sterling Capital Management LLC
INCREASED141126+15+12%$1.9K$2.4K+$5732026-10-22
PNC Financial Services Group, Inc.
INCREASED7521+54+257%$311$1.3K+$9862026-11-06
SJS Investment Consulting Inc.
INCREASED7527+48+178%$400$1.3K+$8972026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED686800%$1.0K$1.2K+$1692026-10-20
Zions Bancorporation, National Association
UNCHANGED656500%$962$1.1K+$1622026-11-06
EverSource Wealth Advisors, LLC
INCREASED4340+3+8%$592$743+$1512026-11-04
Root Financial Partners, LLC
NEW37—+37——$640—2026-10-21
Larson Financial Group LLC
NEW31—+31——$536—2026-11-05
Essential Partners LLC
INCREASED314+27+675%$59$536+$4772026-10-14
IFP Advisors, Inc
NEW20—+20——$346—2026-10-16
Covestor Ltd
DECREASED1119-8-42%$0$0$02026-10-30
Ascentis Wealth Management, LLC
NEW4—+4——$69—2026-11-03
Clearstead Advisors, LLC
UNCHANGED4400%$60$70+$102026-11-06
Caitong International Asset Management Co., Ltd
UNCHANGED4400%$59$69+$102026-10-29
SBI Securities Co., Ltd.
UNCHANGED3300%$44$52+$82026-10-22
True Wealth Design, LLC
INCREASED21+1+100%$15$35+$202026-10-13
Signaturefd, LLC
CLOSED036-36-100%$533$0-$5332026-10-23
FMR LLC
N/A—3,953,379-3,953,379-100%$58.5M———
BlackRock, Inc.
N/A—546,072-546,072-100%$8.1M———
American Century Companies Inc
N/A—302,671-302,671-100%$4.5M———
Vanguard Capital Management LLC
N/A—281,618-281,618-100%$4.2M———
Bridgeway Capital Management, LLC
N/A—147,194-147,194-100%$2.2M———
State Street Corp
N/A—143,647-143,647-100%$2.1M———
Empowered Funds, LLC
N/A—96,115-96,115-100%$1.4M———
Northern Trust Corp
N/A—70,352-70,352-100%$1.0M———
UBS Group AG
N/A—60,137-60,137-100%$890.0K———
Charles Schwab Investment Management Inc
N/A—52,750-52,750-100%$780.7K———
Vanguard Portfolio Management LLC
N/A—47,967-47,967-100%$709.9K———
Vanguard Fiduciary Trust Co
N/A—45,386-45,386-100%$671.7K———
Quantinno Capital Management LP
N/A—43,389-43,389-100%$642.2K———
Pacific Ridge Capital Partners, LLC
N/A—33,770-33,770-100%$499.8K———
Royal Bank of Canada
N/A—31,380-31,380-100%$464.0K———
AQR Capital Management LLC
N/A—30,200-30,200-100%$447.0K———
Goldman Sachs Group Inc
N/A—23,844-23,844-100%$352.9K———
Nuveen, LLC
N/A—22,949-22,949-100%$339.6K———
Millennium Management LLC
N/A—19,170-19,170-100%$283.7K———
D. E. Shaw & Co., Inc.
N/A—18,617-18,617-100%$275.5K———
Morgan Stanley
N/A—17,675-17,675-100%$261.6K———
Jump Financial, LLC
N/A—14,047-14,047-100%$207.9K———
Alliancebernstein L.P.
N/A—12,620-12,620-100%$266.8K———
EntryPoint Capital, LLC
N/A—12,312-12,312-100%$182.2K———
Invesco Ltd.
N/A—11,375-11,375-100%$168.3K———
Quadrature Capital Ltd
N/A—11,002-11,002-100%$162.8K———
Metis Global Partners, LLC
N/A—10,870-10,870-100%$160.9K———
BNP Paribas Financial Markets
N/A—9,866-9,866-100%$146.0K———
Federation des caisses Desjardins du Quebec
N/A—9,730-9,730-100%$144.0K———
Rhumbline Advisers
N/A—8,408-8,408-100%$124.4K———
Wells Fargo & Company
N/A—6,002-6,002-100%$88.8K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,287-3,287-100%$48.6K———
New York State Common Retirement Fund
N/A—3,057-3,057-100%$45.2K———
JPMorgan Chase & Co
N/A—2,990-2,990-100%$44.6K———
Vanguard Global Advisers, LLC
N/A—2,568-2,568-100%$38.0K———
Tower Research Capital LLC (TRC)
N/A—1,545-1,545-100%$22.9K———
Legal & General Group Plc
N/A—588-588-100%$8.7K———
Ameritas Investment Partners, Inc.
N/A—475-475-100%$7.0K———
Arax Advisory Partners
N/A—401-401-100%$5.9K———
UBS Asset Management Americas LLC
N/A—153-153-100%$2.3K———
California State Teachers Retirement System
N/A—95-95-100%$1.4K———
Global Retirement Partners, LLC
N/A—13-13-100%$192———
Rothschild Investment LLC
N/A—4-4-100%$59———
Optiver Holding B.V.
N/A—2-2-100%$30———
Huntington National Bank
N/A—1-1-100%$15———
Showing 79 of 79 institutions