AI Holders Summary · Q1 2026

251 institutions reported UTL in Q1 2026. BlackRock, Inc. leads at 26.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$148M2.8M0.00%Q1 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$42M810K0.00%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$38M735K0.00%Q1 2026 04

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$31M602K0.01%Q1 2026 05

FRONTIER CAPITAL MANAGEMENT CO LLC

CIK 0000351173

$29M549K0.29%Q1 2026 06

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$27M511K0.02%Q1 2026 07

Vanguard Portfolio Management

CIK 0002100121· Index

$27M508K0.00%Q1 2026 08

JPMORGAN CHASE & CO

CIK 0000019617

$26M486K0.00%Q1 2026 09

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$26M490K0.04%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$23M433K0.00%Q1 2026 11

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$18M341K0.00%Q1 2026 12

Boston Trust Walden Corp

CIK 0001534866

$17M323K0.13%Q2 2026 13

MORGAN STANLEY

CIK 0000895421

$16M297K0.00%Q1 2026 14

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$14M272K0.01%Q1 2026 15

Aristotle Capital Boston, LLC

CIK 0001633911

$14M261K0.84%Q1 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$13M256K0.00%Q1 2026 17

REAVES W H & CO INC

CIK 0000740913

$13M248K0.22%Q1 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$12M236K0.00%Q1 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$11M206K0.00%Q1 2026 20

Nuveen, LLC

CIK 0001871926

$7M137K0.00%Q1 2026

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