AI Holders Summary · Q2 2026

261 institutions reported UTL in Q2 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

$152M2.9M0.00%Q2 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$42M803K0.00%Q2 2026 03

STATE STREET CORP

CIK 0000093751

$41M782K0.00%Q2 2026 04

FRONTIER CAPITAL MANAGEMENT CO LLC

CIK 0000351173

$29M553K0.27%Q2 2026 05

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$27M510K0.02%Q2 2026 06

Vanguard Portfolio Management

CIK 0002100121· Index

$27M507K0.00%Q2 2026 07

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$26M491K0.00%Q2 2026 08

JPMORGAN CHASE & CO

CIK 0000019617

$25M476K0.00%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$25M467K0.00%Q2 2026 10

MORGAN STANLEY

CIK 0000895421

$22M412K0.00%Q2 2026 11

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$21M408K0.03%Q2 2026 12

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$18M342K0.01%Q2 2026 13

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$18M341K0.00%Q2 2026 14

Boston Trust Walden Corp

CIK 0001534866

$17M323K0.13%Q2 2026 15

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$14M257K0.00%Q2 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$13M249K0.00%Q2 2026 17

Aristotle Capital Boston, LLC

CIK 0001633911

$13M248K0.88%Q2 2026 18

Bragg Financial Advisors, Inc

CIK 0001327055

$13M244K0.34%Q2 2026 19

HEARTLAND ADVISORS INC

CIK 0000937394

$12M232K0.55%Q2 2026 20

REAVES W H & CO INC

CIK 0000740913

$11M207K0.17%Q2 2026

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