| 4 |
| VANGUARD CAPITAL MANAGEMENT LLC |
| 648K |
| $3.1M |
| -1.6% |
| 3.488% |
| 0.00% |
| 5 | Peapod Lane Capital LLC | 582K | $2.8M | +1.6% | 3.131% | 1.87% |
| 6 | Azarias Capital Management, L.P. | 457K | $2.2M | -47.8% | 2.457% | 0.94% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 446K | $2.1M | -15.9% | 2.400% | 0.00% |
| 8 | BlackRock, Inc. | 347K | $1.6M | +4.1% | 1.867% | 0.00% |
| 9 | Neuberger Berman Group LLC | 248K | $1.2M | -8.8% | 1.333% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 166K | $790K | -8.4% | 0.894% | 0.00% |
| 11 | UBS Group AG | 134K | $637K | +24.5% | 0.722% | 0.00% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 95K | $451K | +0.7% | 0.510% | 0.00% |
| 13 | RENAISSANCE TECHNOLOGIES LLC | 93K | $442K | +221.8% | 0.500% | 0.00% |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 81K | $383K | +5.6% | 0.434% | 0.01% |
| 15 | Marquette Asset Management, LLC | 79K | $374K | — | 0.424% | 0.05% |
| 16 | JANE STREET GROUP, LLC | 73K | $345K | +231.4% | 0.391% | 0.00% |
| 17 | STATE STREET CORP | 62K | $293K | 0.0% | 0.332% | 0.00% |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC | 54K | $256K | +132.6% | 0.290% | 0.00% |
| 19 | TWO SIGMA INVESTMENTS, LP | 52K | $246K | -1.3% | 0.279% | 0.00% |
| 20 | BCS Private Wealth Management, Inc. | 43K | $206K | 0.0% | 0.234% | 0.06% |
| 21 | Empowered Funds, LLC | 43K | $203K | +11.1% | 0.231% | 0.00% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43K | $203K | +241.2% | 0.230% | 0.00% |
| 23 | AMERICAN CENTURY COMPANIES INC | 38K | $180K | 0.0% | 0.203% | 0.00% |
| 24 | NORTHERN TRUST CORP | 37K | $177K | -28.2% | 0.200% | 0.00% |
| 25 | Pinnacle Wealth Management Advisory Group, LLC | 35K | $166K | -28.4% | 0.188% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UFI — a direct measure of their conviction.
| 48.59% |
| 1.89 pp |
| $43M |
| 26% |
| Q4 2024 | 58 | 12% | 50.48% | 0.90 pp | $57M | 15% |
| Q3 2024 | 66 | — | 51.38% | — | $67M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
6 institutions opened new positions in UFI during Q2 2026, while 5 fully exited. 37 added to existing positions and 7 trimmed.
UFI institutional ownership fell by 2.76 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 82.9% of all reported 13F value in UFI, and the top 25 account for 96.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.