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Overview
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Business Summary
Filings
Ownership
Valuation
Ownership — ULBI
Institutional Holdings
Insider Transactions
US Institutional Ownership
30.9%
Institution
Shares
Value
Ownership %
Change
Filing Date
Visionary Wealth Advisors
1.11M
$7.0M
6.66%
+3.0K
2026-06-30
DIMENSIONAL FUND ADVISORS LP
963.7K
$6.0M
5.78%
-31.1K
2026-06-30
Janney Montgomery Scott LLC
560.4K
$3.0M
3.36%
+42.4K
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
464.7K
$2.0M
2.79%
+6.9K
2026-06-30
Truffle Hound Capital, LLC
250.0K
$1.0M
1.50%
--
2026-06-30
RBF Capital, LLC
218.7K
$1.0M
1.31%
--
2026-06-30
RENAISSANCE TECHNOLOGIES LLC
171.8K
$1.0M
1.03%
-26.3K
2026-06-30
Connor, Clark & Lunn Investment Management Ltd.
155.0K
--
0.93%
+22
2026-06-30
BlackRock, Inc.
154.4K
--
0.93%
+8.1K
2026-06-30
RAYMOND JAMES FINANCIAL INC
136.7K
--
0.82%
-2.6K
2026-06-30
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
126.8K
--
0.76%
--
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
125.8K
--
0.75%
-1.6K
2026-06-30
Russell Investments Group, Ltd.
72.5K
--
0.44%
-9.3K
2026-06-30
VANGUARD FIDUCIARY TRUST CO
63.5K
--
0.38%
+430
2026-06-30
LSV ASSET MANAGEMENT
63.0K
--
0.38%
-1.4K
2026-06-30
BRIDGEWAY CAPITAL MANAGEMENT, LLC
59.6K
--
0.36%
--
2026-06-30
Ancora Advisors LLC
56.2K
--
0.34%
--
2026-06-30
TWO SIGMA INVESTMENTS, LP
51.1K
--
0.31%
--
2026-06-30
Maridea Wealth Management LLC
42.7K
--
0.26%
--
2026-06-30
STATE STREET CORP
42.5K
--
0.25%
-350
2026-06-30
AMERIPRISE FINANCIAL INC
36.5K
--
0.22%
+371
2026-06-30
Man Group plc
33.7K
--
0.20%
+10.6K
2026-06-30
CITADEL ADVISORS LLC
25.3K
--
0.15%
-16.0K
2026-06-30
MARSHALL WACE, LLP
24.4K
--
0.15%
+13.4K
2026-06-30
NORTHERN TRUST CORP
24.1K
--
0.14%
-5.1K
2026-06-30
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