Among active 13F managers last quarter, 8 opened and 8 added, while 7 reduced; the largest holder to move was American Century Companies Inc (+8.0%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
68 tracked 13F filers disclose a position in ULH as of the latest SEC 13F filings, a combined $119.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 4.0M | $58.5M | ▲~0% Added · +871 sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 845K | $17.9M | ▼−2.8% Reduced · −24K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | 546K | $8.1M | ▲+12% Added · +60K sh | Q2 2026 | |
| 4 | American Century Companies Inc | 314K | $6.6M | ▲+8.0% Added · +23K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 282K | $4.2M | ▼−7.6% Reduced · −23K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 214K | $3.2M | ▲+1.9% Added · +4K sh | Q2 2026 | |
| 7 | Bank of New York Mellon Corp | 178K | $3.8M | ▼−0.2% Reduced · −417 sh | Q1 2026 | |
| 8 | Bridgeway Capital Management, LLC | 147K | $2.2M | ▲+3.7% Added · +5K sh | Q2 2026 | |
| 9 | State Street Corp | 144K | $2.1M | ▲+1.5% Added · +2K sh | Q2 2026 | |
| 10 | Empowered Funds, LLC | 91K | $1.9M | —Held | Q1 2026 | |
| 11 | Northern Trust Corp | 66K | $1.4M | ▼−3.3% Reduced · −2K sh | Q1 2026 | |
| 12 | Charles Schwab Investment Management Inc | 57K | $1.2M | ▼−3.1% Reduced · −2K sh | Q1 2026 | |
| 13 | UBS Group AG | 54K | $1.1M | ▲+662% Added · +47K sh | Q1 2026 | |
| 14 | Vanguard Portfolio Management LLC | 48K | $710K | ▲+23% Added · +9K sh | Q2 2026 | |
| 15 | Vanguard Fiduciary Trust Co | 45K | $672K | ▲+1.4% Added · +638 sh | Q2 2026 | |
| 16 | Quantinno Capital Management LP | 38K | $798K | ▲+119% Added · +21K sh | Q1 2026 | |
| 17 | Morgan Stanley | 34K | $718K | ▲+24% Added · +7K sh | Q1 2026 | |
| 18 | Pacific Ridge Capital Partners, LLC | 34K | $500K | ▼−1.1% Reduced · −388 sh | Q2 2026 | |
| 19 | Royal Bank Of Canada | 32K | $667K | ▼−0.5% Reduced · −165 sh | Q1 2026 | |
| 20 | Nuveen, LLC | 21K | $435K | ▲+0.6% Added · +122 sh | Q1 2026 | |
| 21 | Millennium Management LLC | 14K | $306K | ▼−32% Reduced · −7K sh | Q1 2026 | |
| 22 | STRS Ohio | 13K | $273K | —Held | Q1 2026 | |
| 23 | Citigroup Inc | 13K | $268K | ▲+81% Added · +6K sh | Q1 2026 | |
| 24 | EntryPoint Capital, LLC | 12K | $182K | ▲New +12K sh | Q2 2026 | |
| 25 | Quadrature Capital Ltd | 11K | $163K | ▲New +11K sh | Q2 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, 8 funds opened a new position in ULH and 8 added to an existing one, while 7 reduced. 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 | Their position there |
|---|---|---|
| JPMorgan Chase & CoJPM | 28 funds | $16.0B |
| Visa Inc-Class A SharesV | 28 funds | $15.1B |
| Netflix IncNFLX | 28 funds | $12.0B |
| Bank Of America CorpBAC | 28 funds | $6.9B |
| Schwab (Charles) CorpSCHW | 28 funds | $4.0B |
| Bristol-Myers Squibb CoBMY | 28 funds | $2.9B |
| Newmont CorpNEM | 28 funds | $2.2B |
| Coherent CorpCOHR | 28 funds | $897.3M |
| Nvidia CorpNVDA | 27 funds | $103.9B |
| Amazon.com IncAMZN | 27 funds | $50.9B |
| Alphabet Inc-CL CGOOG | 27 funds | $38.1B |
| Alphabet Inc-CL AGOOGL | 27 funds | $37.0B |
Ranked by how many of ULH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ULH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 1, 2023 | Moroun Matthew T | Director, 10% Owner | Buy (P) 2 lots, same day | 14.3M | $366.2M |
| Aug 1, 2023 | Moroun Matthew T | Director, 10% Owner | Sell (S) 2 lots, same day | 14.3M | $366.2M |
| Mar 11, 2022 | Urban Richard P | Director | Buy (P) | 5K | $102K |
| Dec 20, 2021 | Moroun Nora M. | 10% Owner | Sell (S) | 3.1M | $46.2M |
| Dec 20, 2021 | Moroun Matthew T | Director, 10% Owner | Buy (P) | 3.1M | $46.2M |
| Jun 18, 2021 | Moroun Matthew T | Director, 10% Owner | Buy (P) | 418K | $8.8M |
| Jun 18, 2021 | Moroun Matthew T | Director, 10% Owner | Sell (S) | 418K | $8.8M |
| Dec 10, 2020 | Moroun Matthew T | Director, 10% Owner | Buy (P) | 1.5M | $28.6M |
| Aug 7, 2018 | Wolfe H.E. | Director | Sell (S) | 10K | $355K |
| Mar 9, 2018 | Rogers Jeff | Chief Executive Officer, Director | Buy (P) | 1K | $22K |
| Nov 5, 2017 | Wolfe H.E. | Director | Sell (S) | 18K | $385K |
| Aug 19, 2015 | Rogers Jeff | Chief Executive Officer, Director | Sell (S) | 3K | $51K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 24 | 21 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for ULH
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/ULH/capital-change-brief"
Use Arkolith's capital_change_brief for ULH. 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 ULH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.