AI Holders Summary · Q2 2026

295 institutions reported UFPT in Q2 2026. BlackRock, Inc. leads at 17.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$303M1.1M0.00%Q2 2026 02

CONGRESS ASSET MANAGEMENT CO

CIK 0000897378

$182M687K1.12%Q2 2026 03

WASATCH ADVISORS LP

CIK 0000814133

$181M683K1.19%Q2 2026 04

Neuberger Berman Group LLC

CIK 0001465109

$142M537K0.09%Q2 2026 05

Boston Trust Walden Corp

CIK 0001534866

$89M336K0.68%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$87M330K0.00%Q2 2026 07

STATE STREET CORP

CIK 0000093751

$83M313K0.00%Q2 2026 08

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$74M280K0.03%Q2 2026 09

UBS Group AG

CIK 0001610520

$68M255K0.01%Q2 2026 10

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$59M223K0.02%Q2 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$53M201K0.00%Q2 2026 12

Allspring Global Investments Holdings, LLC

CIK 0001890906

$53M196K0.08%Q2 2026 13

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$49M186K0.01%Q2 2026 14

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$48M247K0.01%Q1 2026 15

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$46M237K0.09%Q1 2026 16

Vanguard Portfolio Management

CIK 0002100121· Index

$43M161K0.00%Q2 2026 17

AltraVue Capital, LLC

CIK 0001740837

$39M147K2.82%Q2 2026 18

Annex Advisory Services, LLC

CIK 0001542287

$35M130K0.59%Q2 2026 19

MORGAN STANLEY

CIK 0000895421

$33M124K0.00%Q2 2026 20

FRANKLIN RESOURCES INC

CIK 0000038777

$30M114K0.01%Q2 2026

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