44 tracked 13F filers disclose a position in ULBI as of the latest SEC 13F filings, a combined $28.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Visionary Wealth Advisors | $7.2M | 1.1M | ▲+1.5% Added · +16K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $6.5M | 995K | ▼−0.6% Reduced · −6K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $3.0M | 458K | →First observed position No prior filed position | Q1 2026 | |
| 4 | Truffle Hound Capital, LLC | $1.6M | 250K | —Held | Q2 2026 | |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $1.3M | 198K | ▼−6.1% Reduced · −13K sh | Q1 2026 | |
| 6 | Connor, Clark & Lunn Investment Management Ltd. | $1.0M | 155K | ▲+2.2% Added · +3K sh | Q1 2026 | |
| 7 | BlackRock, Inc. | $954K | 146K | ▲+0.1% Added · +174 sh | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $908K | 139K | ▲+24% Added · +27K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $831K | 127K | ▲+6.2% Added · +7K sh | Q1 2026 | |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $826K | 127K | ▼−7.1% Reduced · −10K sh | Q1 2026 | |
| 11 | Russell Investments Group, Ltd. | $533K | 82K | ▲+67% Added · +33K sh | Q1 2026 | |
| 12 | VANGUARD FIDUCIARY TRUST CO | $411K | 63K | →First observed position No prior filed position | Q1 2026 | |
| 13 | TWO SIGMA INVESTMENTS, LP | $406K | 62K | ▲+8.4% Added · +5K sh | Q1 2026 | |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $388K | 60K | —Held | Q1 2026 | |
| 15 | Ancora Advisors LLC | $366K | 56K | ▲+22% Added · +10K sh | Q1 2026 | |
| 16 | STATE STREET CORP | $268K | 42K | ▼−0.8% Reduced · −350 sh | Q2 2026 | |
| 17 | CITADEL ADVISORS LLC | $269K | 41K | ▼−55% Reduced · −51K sh | Q1 2026 | |
| 18 | AMERIPRISE FINANCIAL INC | $236K | 36K | ▼−1.2% Reduced · −442 sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $191K | 29K | ▼−0.8% Reduced · −242 sh | Q1 2026 | |
| 20 | Walleye Capital LLC | $147K | 23K | ▼−29% Reduced · −10K sh | Q2 2026 | |
| 21 | Man Group plc | $151K | 23K | ▲+42% Added · +7K sh | Q1 2026 | |
| 22 | Pitti Group Wealth Management, LLC | $133K | 20K | —Held | Q1 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $108K | 17K | ▼−59% Reduced · −24K sh | Q1 2026 | |
| 24 | AMERICAN CENTURY COMPANIES INC | $90K | 14K | —Held | Q1 2026 | |
| 25 | UBS Group AG | $83K | 13K | ▲+177% Added · +8K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 0 funds opened a new position in ULBI and 7 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 17 funds | $34.0B |
| APPLE INCAAPL | 17 funds | $25.1B |
| MICROSOFT CORPMSFT | 17 funds | $24.2B |
| ALPHABET INC-CL AGOOGL | 17 funds | $17.3B |
| BROADCOM INCAVGO | 17 funds | $14.6B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $8.1B |
| MASTERCARD INC - AMA | 17 funds | $7.9B |
| TESLA INCTSLA | 17 funds | $7.0B |
| PALANTIR TECHNOLOGIES INC-APLTR | 17 funds | $5.4B |
| COSTCO WHOLESALE CORPCOST | 17 funds | $5.2B |
| LAM RESEARCH CORPLRCX | 17 funds | $5.2B |
| JPMORGAN CHASE & COJPM | 17 funds | $4.9B |
Ranked by how many of ULBI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 26, 2026 | WHITMORE BRADFORD T | Director, 10% Owner | Buy (P) | 67K | $459K |
| May 22, 2026 | WHITMORE BRADFORD T | Director, 10% Owner | Buy (P) | 9K | $55K |
| May 21, 2026 | WHITMORE BRADFORD T | Director, 10% Owner | Buy (P) | 33K | $202K |
| May 18, 2026 | Manna Michael Edward | President and CEO, Director | Buy (P) | 2K | $13K |
| Mar 16, 2026 | WHITMORE BRADFORD T | Director, 10% Owner | Buy (P) | 53K | $359K |
| Mar 13, 2026 | WHITMORE BRADFORD T | Director, 10% Owner | Buy (P) | 101K | $636K |
| Mar 12, 2026 | WHITMORE BRADFORD T | Director, 10% Owner | Buy (P) | 34K | $201K |
| Mar 12, 2026 | Manna Michael Edward | President and CEO, Director | Buy (P) | 2K | $11K |
| Mar 12, 2026 | Manna Michael Edward | President and CEO, Director | Buy (P) | 200 | $1K |
| Dec 16, 2025 | WHITMORE BRADFORD T | Director, 10% Owner | Buy (P) | 29K | $163K |
| Dec 15, 2025 | WHITMORE BRADFORD T | Director, 10% Owner | Buy (P) | 15K | $84K |
| Dec 15, 2025 | Goddard Janie | Director | Buy (P) | 2K | $10K |
Connected entities for ULBI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ULBI/capital-change-brief"
Use Arkolith's capital_change_brief for ULBI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ULBI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.