Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
372 institutional managers reported holding UI for the quarter ended Mar 31, 2026. Together they hold about 4% of shares outstanding; the top 10 hold 2%. 81 opened new positions; 54 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 294.6k | 0.49% | $231.9M | added +1% | 2019 Q3 |
| Renaissance Technologies | 218.9k | 0.36% | $172.4M | trimmed -1.8% | 2019 Q3 |
| Arrowstreet Capital | 183.6k | 0.30% | $144.5M | unchanged | 2024 Q3 |
| SW Investment Management LLC (focused) | 142.5k | 0.23% | $112.2M | added +1.8% | 2020 Q4 |
| AQR Capital | 129.2k | 0.21% | $101.7M | added +32.4% | 2019 Q3 |
| Wealth Enhancement Advisory Services, LLC | 118.0k | 0.20% | $92.9M | trimmed -24.3% | 2024 Q3 |
| Capital Group (American Funds) | 107.6k | 0.18% | $84.7M | added +7.6% | 2025 Q1 |
| Vanguard Group | 100.9k | 0.17% | $79.4M | added +2.6% | 2019 Q3 |
| State Street | 85.5k | 0.14% | $67.3M | added +11.7% | 2019 Q4 |
| Morgan Stanley | 77.9k | 0.13% | $61.4M | trimmed -23.6% | 2019 Q3 |
| Goldman Sachs | 76.9k | 0.13% | $60.6M | added +28% | 2019 Q3 |
| Geode Capital | 75.4k | 0.13% | $59.4M | added +3.2% | 2019 Q3 |
| BNY Mellon | 48.5k | 0.08% | $38.1M | unchanged | 2019 Q3 |
| Gotham Asset Management | 45.6k | 0.07% | $35.9M | trimmed -2.7% | 2019 Q3 |
| Long Walk Management LP (focused) | 45.3k | 0.07% | $35.6M | trimmed -46.2% | 2025 Q2 |
| Rhumbline Advisers | 43.1k | 0.07% | $34.0M | unchanged | 2019 Q3 |
| Northern Trust | 29.4k | 0.05% | $23.1M | trimmed -5.7% | 2019 Q3 |
| Citigroup INC | 26.6k | 0.04% | $20.9M | trimmed -4.5% | 2019 Q3 |
| First Trust Advisors LP | 25.4k | 0.04% | $20.0M | trimmed -33.8% | 2019 Q3 |
| Barclays PLC | 24.8k | 0.04% | $19.5M | added +144.5% | 2022 Q1 |
| Claret Asset Management CORP | 24.6k | 0.04% | $19.4M | trimmed -2.2% | 2019 Q3 |
| Franklin Resources | 22.6k | 0.04% | $17.8M | added +38.2% | 2024 Q4 |
| Squarepoint Ops LLC | 22.1k | 0.04% | $17.4M | trimmed -54% | 2019 Q4 |
| Treasurer of the State of North Carolina | 21.7k | 0.04% | $17.1M | added +10% | 2019 Q3 |
| Navellier & Associates INC | 21.0k | 0.04% | $16.5M | added +7.1% | 2025 Q3 |
| Charles Schwab Investment Management | 20.0k | 0.03% | $15.8M | added +2.5% | 2019 Q3 |
| Nuveen | 20.0k | 0.03% | $15.7M | trimmed -2.1% | 2019 Q3 |
| UBS | 19.6k | 0.03% | $15.4M | trimmed -5.9% | 2019 Q3 |
| Salem Investment Counselors INC | 19.1k | 0.03% | $15.1M | trimmed -4.4% | 2019 Q3 |
| Capital Impact Advisors, LLC (focused) | 16.9k | 0.03% | $13.3M | trimmed -58.7% | 2025 Q1 |
| Jane Street | 16.7k | 0.03% | $13.1M | added +61.1% | 2019 Q3 |
| Ameriprise Financial INC | 16.4k | 0.03% | $12.9M | trimmed -21.8% | 2024 Q3 |
| Oppenheimer & CO INC | 14.8k | 0.02% | $11.7M | trimmed -1.3% | 2019 Q3 |
| Bank OF America CORP /DE/ | 13.8k | 0.02% | $10.8M | added +22.3% | 2019 Q3 |
| LPL Financial LLC | 13.0k | 0.02% | $10.2M | added +37.8% | 2019 Q3 |
| Invesco | 12.6k | 0.02% | $10.0M | trimmed -73.4% | 2019 Q3 |
| CPP Investment Board | 12.5k | 0.02% | $9.8M | added +15475% | 2025 Q1 |
| Quantinno Capital Management LP | 12.4k | 0.02% | $9.8M | added +2.6% | 2024 Q2 |
| Qube Research & Technologies LTD | 11.9k | 0.02% | $9.4M | trimmed -68.3% | 2025 Q1 |
| Cvfg LLC | 11.2k | 0.02% | $8.8M | opened | 2026 Q1 |
| Arete Wealth Advisors, LLC | 11.1k | 0.02% | $8.7M | opened | 2026 Q1 |
| BNP Paribas Financial Markets | 10.7k | 0.02% | $8.4M | trimmed -5% | 2024 Q4 |
| Occudo Quantitative Strategies LP | 10.4k | 0.02% | $8.2M | added +382.6% | 2024 Q4 |
| Zacks Investment Management | 9.6k | 0.02% | $7.6M | added +1.3% | 2024 Q3 |
| Royal Bank OF Canada | 9.5k | 0.02% | $7.5M | trimmed -4.8% | 2019 Q3 |
| FMR (Fidelity) | 9.4k | 0.02% | $7.4M | unchanged | 2019 Q3 |
| Bank OF Montreal /CAN/ | 9.0k | 0.01% | $7.1M | added +1346.6% | 2024 Q2 |
| Lagoda Investment Management, L.p. (focused) | 9.0k | 0.01% | $7.1M | trimmed -24.2% | 2019 Q4 |
| Concurrent Investment Advisors, LLC | 8.5k | 0.01% | $6.7M | trimmed -12.4% | 2025 Q4 |
| Pacer Advisors, INC. | 7.6k | 0.01% | $6.0M | added +26.5% | 2024 Q3 |
Largest 50 of 372 shown; the full ranked, searchable register is at boothcheck.com/holders/UI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.