New Positions
9 managers initiated
Top five by reported value
- CITADEL ADVISORS LLC$509.0K
- Walleye Capital LLC$340.3K
- MILLENNIUM MANAGEMENT LLC$322.3K
- Quantinno Capital Management LP$262.1K
- Versant Capital Management, Inc$9.6K
Universal Logistics Holdings Inc NASDAQ NMS - GLOBAL MARKET:ULH
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
9 new22 added38 reduced14 exited
Total Institutional Holders
69
as of 2025-12-31
Top Holder
FMR LLC
$60.0M
Largest QoQ Increase
Bank of New York Mellon Corp
+88,850 sh
Largest QoQ Decrease
FIRST TRUST ADVISORS LP
-136,107 sh
New Positions(9)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | 33,507 | +33,507 | $509.0K | +$509.0K | — |
| Walleye Capital LLC | 22,401 | +22,401 | $340.3K | +$340.3K | — |
| MILLENNIUM MANAGEMENT LLC | 21,219 | +21,219 | $322.3K | +$322.3K | — |
| Quantinno Capital Management LP | 17,255 | +17,255 | $262.1K | +$262.1K | — |
| Versant Capital Management, Inc | 631 | +631 | $9.6K | +$9.6K | — |
| Private Wealth Management Group, LLC | 222 | +222 | $3.4K | +$3.4K | — |
| Global Retirement Partners, LLC | 13 | +13 | $197 | +$197 | — |
| Allworth Financial LP | 5 | +5 | $76 | +$76 | — |
| IFP Advisors, Inc | 2 | +2 | $38 | +$38 | — |
Added To(22)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FMR LLC | 3,949,508 | +70 | $60.0M | -$32.6M | 0.0% |
| VANGUARD GROUP INC | 395,849 | +317 | $6.0M | -$3.3M | 0.1% |
| AMERICAN CENTURY COMPANIES INC | 290,595 | +11,098 | $4.4M | -$2.1M | 4.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 200,020 | +7,339 | $3.0M | -$1.5M | 3.8% |
| Bank of New York Mellon Corp | 178,172 | +88,850 | $2.7M | +$612.7K | 99.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 59,203 | +221 | $899.3K | -$483.2K | 0.4% |
| BANK OF AMERICA CORP /DE/ | 33,722 | +19,979 | $512.2K | +$190.1K | 145.4% |
| Pacific Ridge Capital Partners, LLC | 34,152 | +18,672 | $518.8K | +$155.9K | 120.6% |
| BARCLAYS PLC | 12,964 | +3,426 | $329.0K | +$105.5K | 35.9% |
| ALLIANCEBERNSTEIN L.P. | 10,820 | +600 | $164.4K | -$75.2K | 5.9% |
| JANE STREET GROUP, LLC | 15,110 | +2,501 | $229.5K | -$66.0K | 19.8% |
| AlphaQuest LLC | 9,401 | +5,038 | $142.8K | +$40.5K | 115.5% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,228 | +88 | $49.0K | -$24.6K | 2.8% |
| CITIGROUP INC | 7,031 | +1,612 | $106.8K | -$20.2K | 29.7% |
| BNP PARIBAS ARBITRAGE, SNC | 1,554 | +126 | $23.6K | -$9.9K | 8.8% |
| WELLS FARGO & COMPANY/MN | 7,579 | +2,396 | $115.1K | -$6.4K | 46.2% |
| Russell Investments Group, Ltd. | 681 | +49 | $10.3K | -$4.5K | 7.8% |
| GAMMA Investing LLC | 267 | +197 | $4.1K | +$2.4K | 281.4% |
| Tower Research Capital LLC (TRC) | 735 | +232 | $11.2K | -$625 | 46.1% |
| PNC Financial Services Group, Inc. | 31 | +27 | $471 | +$377 | 675.0% |
| State of Alaska, Department of Revenue | 2,765 | +1,412 | $41 | +$10 | 104.4% |
| HARBOR CAPITAL ADVISORS, INC. | 343 | +65 | $5 | -$2 | 23.4% |
Reduced(38)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 868,971 | -15,941 | $13.2M | -$7.5M | -1.8% |
| BlackRock, Inc. | 493,670 | -15,296 | $7.5M | -$4.4M | -3.0% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 152,632 | -22,480 | $2.3M | -$1.8M | -12.8% |
| DENALI ADVISORS LLC | 49,224 | -43,787 | $747.7K | -$1.4M | -47.1% |
| STATE STREET CORP | 141,122 | -9,683 | $2.2M | -$1.4M | -6.4% |
| MORGAN STANLEY | 27,281 | -29,826 | $414.4K | -$924.2K | -52.2% |
| Empowered Funds, LLC | 90,803 | -5,000 | $1.4M | -$866.3K | -5.2% |
| NORTHERN TRUST CORP | 68,659 | -11,069 | $1.0M | -$825.9K | -13.9% |
| ANCHOR CAPITAL ADVISORS LLC | 48,542 | -964 | $737.4K | -$423.1K | -1.9% |
| NEW YORK STATE COMMON RETIREMENT FUND | 17,157 | -10,700 | $260.6K | -$392.4K | -38.4% |
| Royal Bank of Canada | 31,703 | -2,103 | $482.0K | -$380.0K | -6.2% |
| UBS ASSET MANAGEMENT AMERICAS INC | 128 | -12,415 | $1.9K | -$292.1K | -99.0% |
| UBS Group AG | 7,114 | -5,571 | $108.1K | -$189.3K | -43.9% |
| Nuveen, LLC | 20,436 | 0 | $310.4K | -$168.6K | 0.0% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 416 | -6,808 | $6.3K | -$163.0K | -94.2% |
| Legal & General Group Plc | 588 | -6,431 | $8.9K | -$155.6K | -91.6% |
| Federation des caisses Desjardins du Quebec | 9,565 | -3,173 | $145.3K | -$153.3K | -24.9% |
| Invesco Ltd. | 10,581 | -1,561 | $160.7K | -$123.9K | -12.8% |
| STRS OHIO | 12,900 | 0 | $196.0K | -$106.4K | 0.0% |
| RHUMBLINE ADVISERS | 8,990 | -1,179 | $136.6K | -$101.8K | -11.6% |
| STATE OF WISCONSIN INVESTMENT BOARD | 10,700 | -450 | $162.5K | -$98.8K | -4.0% |
| DEUTSCHE BANK AG\ | 4,902 | 0 | $74.5K | -$40.4K | 0.0% |
| JPMORGAN CHASE & CO | 2,699 | -119 | $41.0K | -$25.1K | -4.2% |
| Police & Firemen's Retirement System of New Jersey | 1,844 | 0 | $28.0K | -$15.2K | 0.0% |
| Asset Dedication, LLC | 705 | 0 | $10.7K | -$5.8K | 0.0% |
| Sterling Capital Management LLC | 390 | -76 | $5.9K | -$5.0K | -16.3% |
| WealthCollab, LLC | 220 | -116 | $3.3K | -$4.5K | -34.5% |
| Ameritas Investment Partners, Inc. | 475 | 0 | $7.2K | -$3.9K | 0.0% |
| Farther Finance Advisors, LLC | 3 | -134 | $46 | -$3.2K | -97.8% |
| SRS Capital Advisors, Inc. | 191 | -5 | $2.9K | -$1.7K | -2.5% |
| EverSource Wealth Advisors, LLC | 70 | -28 | $1.1K | -$1.2K | -28.6% |
| Optiver Holding B.V. | 90 | 0 | $1.4K | -$743 | 0.0% |
| SBI Securities Co., Ltd. | 2 | 0 | $30 | -$17 | 0.0% |
| HUNTINGTON NATIONAL BANK | 1 | 0 | $15 | -$8 | 0.0% |
| DekaBank Deutsche Girozentrale | 6,835 | 0 | $343 | +$4 | 0.0% |
| AMALGAMATED BANK | 212 | -52 | $3 | -$3 | -19.7% |
| CWM, LLC | 64 | -99 | $1 | -$3 | -60.7% |
| Covestor Ltd | 44 | 0 | $1 | $0 | 0.0% |
Sold Out(14)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | 0 | -136,107 | $0 | -$3.2M | — |
| ROYCE & ASSOCIATES LP | 0 | -70,240 | $0 | -$1.6M | — |
| LAZARD ASSET MANAGEMENT LLC | 0 | -20,337 | $0 | -$476.7K | — |
| Swiss National Bank | 0 | -15,600 | $0 | -$365.7K | — |
| GOLDMAN SACHS GROUP INC | 0 | -9,876 | $0 | -$231.5K | — |
| ENVESTNET ASSET MANAGEMENT INC | 0 | -8,955 | $0 | -$209.9K | — |
| MetLife Investment Management, LLC | 0 | -4,260 | $0 | -$99.9K | — |
| KLP KAPITALFORVALTNING AS | 0 | -1,400 | $0 | -$32.9K | — |
| UMA Financial Services, Inc. | 0 | -39 | $0 | -$915 | — |
| ADVISOR GROUP HOLDINGS, INC. | 0 | -16 | $0 | -$406 | — |
| ROTHSCHILD INVESTMENT LLC | 0 | -10 | $0 | -$234 | — |
| True Wealth Design, LLC | 0 | -2 | $0 | -$47 | — |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 0 | -477 | $0 | -$11 | — |
| Capital Advisors, Ltd. LLC | 0 | -26 | $0 | -$1 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| FMR LLC | 3,949,508 | $60.0M | +70 | 0.0% |
| DIMENSIONAL FUND ADVISORS LP | 868,971 | $13.2M | -15,941 | -1.8% |
| BlackRock, Inc. | 493,670 | $7.5M | -15,296 | -3.0% |
| VANGUARD GROUP INC | 395,849 | $6.0M | +317 | 0.1% |
| AMERICAN CENTURY COMPANIES INC | 290,595 | $4.4M | +11,098 | 4.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 200,020 | $3.0M | +7,339 | 3.8% |
| Bank of New York Mellon Corp | 178,172 | $2.7M | +88,850 | 99.5% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 152,632 | $2.3M | -22,480 | -12.8% |
| STATE STREET CORP | 141,122 | $2.2M | -9,683 | -6.4% |
| Empowered Funds, LLC | 90,803 | $1.4M | -5,000 | -5.2% |
| NORTHERN TRUST CORP | 68,659 | $1.0M | -11,069 | -13.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 59,203 | $899.3K | +221 | 0.4% |
| DENALI ADVISORS LLC | 49,224 | $747.7K | -43,787 | -47.1% |
| ANCHOR CAPITAL ADVISORS LLC | 48,542 | $737.4K | -964 | -1.9% |
| Pacific Ridge Capital Partners, LLC | 34,152 | $518.8K | +18,672 | 120.6% |
| BANK OF AMERICA CORP /DE/ | 33,722 | $512.2K | +19,979 | 145.4% |
| CITADEL ADVISORS LLC | 33,507 | $509.0K | +33,507 | — |
| Royal Bank of Canada | 31,703 | $482.0K | -2,103 | -6.2% |
| MORGAN STANLEY | 27,281 | $414.4K | -29,826 | -52.2% |
| Walleye Capital LLC | 22,401 | $340.3K | +22,401 | — |
New & Closed Positions this quarter
Closed Positions
14 managers exited
Top five by prior-quarter value
- FIRST TRUST ADVISORS LP$3.2M
- ROYCE & ASSOCIATES LP$1.6M
- LAZARD ASSET MANAGEMENT LLC$476.7K
- Swiss National Bank$365.7K
- GOLDMAN SACHS GROUP INC$231.5K
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for ULH against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.