| # | Fund | Value | Shares | Change | Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $234.3M | 2.54M | NEW | Q1 2026 |
| 2 | STATE STREET CORP | $198.5M | 2.15M | ADDED | Q1 2026 |
| 3 | Bridgewater Associates, LP | $4.3M | 47.0K | NEW | Q1 2026 |
| 4 | CITADEL ADVISORS LLC | $2.9M | 31.8K | ADDED | Q1 2026 |
| 5 | Gotham Asset Management, LLC | $2.0M | 22.0K | REDUCED | Q1 2026 |
| 6 | Point72 Asset Management, L.P. | $1.3M | 13.1K | NEW | Q2 2025 |
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 29, 2026 | COLE MICHAEL R | Chief Financial Officer | acquired (A) | 18 | $1K |
| May 29, 2026 | Guerre Robert Paul | Insider | acquired (A) | 18 | $1K |
| May 29, 2026 | MISSAD MATTHEW J | Executive Chairman | acquired (A) | 18 | $1K |
| May 29, 2026 | Tarvin Landon C | President,UFP Retail Solutions | acquired (A) | 18 | $1K |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPORATIONNVDA | 4 funds | $178.1B |
| APPLE INCAAPL | 4 funds | $155.1B |
| MICROSOFT CORPMSFT | 4 funds | $115.0B |
| AMAZON COM INCAMZN | 4 funds | $84.1B |
| ALPHABET INCGOOGL | 4 funds | $66.6B |
| BROADCOM INCAVGO | 4 funds | $60.9B |
| ALPHABET INCGOOG | 4 funds | $54.1B |
| META PLATFORMS INCMETA | 4 funds | $51.9B |
| TESLA INCTSLA | 4 funds | $43.5B |
| JOHNSON & JOHNSONJNJ | 4 funds | $33.3B |
| ELI LILLY & COLLY | 4 funds | $33.1B |
| CHEVRON CORPORATIONCVX | 4 funds | $32.0B |
Ranked by how many of UFPI's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + the live filing stream, joined for UFPI. Public domain, sourced to SEC EDGAR. Every panel above is one call to the Arkolith API & MCP server.