Among active 13F managers last quarter, 5 opened and 25 added, while 11 reduced; the largest holder to move was Pzena Investment Management LLC (−0.9%). Over the last 180 days, 7 insiders sold and none bought, a net -$2.1M in open-market trades.
The legs disagree, or only one of them leans.
200 tracked 13F filers disclose a position in UVSP as of the latest SEC 13F filings, a combined $865.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.4M | $149.5M | ▲+9.8% Added · +306K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 1.9M | $64.6M | ▲+0.4% Added · +7K sh | Q1 2026 | |
| 3 | FMR LLC | 1.6M | $68.7M | ▼−17% Reduced · −332K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 1.2M | $52.0M | ▼−2.4% Reduced · −30K sh | Q2 2026 | |
| 5 | Manufacturers Life Insurance Company, The | 1.1M | $37.5M | ▼−8.3% Reduced · −100K sh | Q1 2026 | |
| 6 | State Street Corp | 992K | $43.4M | ▲+6.2% Added · +58K sh | Q2 2026 | |
| 7 | Pzena Investment Management LLC | 835K | $36.5M | ▼−0.9% Reduced · −8K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 824K | $36.0M | ▲+4.1% Added · +33K sh | Q2 2026 | |
| 9 | American Century Companies Inc | 758K | $26.0M | ▲+8.1% Added · +57K sh | Q1 2026 | |
| 10 | Renaissance Technologies LLC | 584K | $20.0M | ▼−8.1% Reduced · −51K sh | Q1 2026 | |
| 11 | Univest Financial Corp | 503K | $22.0M | ▲+0.3% Added · +2K sh | Q2 2026 | |
| 12 | Goldman Sachs Group Inc | 359K | $12.3M | ▼−5.5% Reduced · −21K sh | Q1 2026 | |
| 13 | AQR Capital Management LLC | 351K | $12.0M | ▲+8.1% Added · +26K sh | Q1 2026 | |
| 14 | Arrowstreet Capital, Limited Partnership | 347K | $11.9M | ▲+4.1% Added · +14K sh | Q1 2026 | |
| 15 | Leeward Investments, LLC - MA | 321K | $14.1M | ▼−2.1% Reduced · −7K sh | Q2 2026 | |
| 16 | Two Sigma Investments, LP | 320K | $11.0M | ▲+128% Added · +180K sh | Q1 2026 | |
| 17 | Vanguard Portfolio Management LLC | 318K | $13.9M | ▲+14% Added · +39K sh | Q2 2026 | |
| 18 | Northern Trust Corp | 297K | $10.2M | ▲+2.1% Added · +6K sh | Q1 2026 | |
| 19 | Sei Investments Co | 272K | $9.3M | ▲+12% Added · +29K sh | Q1 2026 | |
| 20 | Hotchkis & Wiley Capital Management LLC | 267K | $11.7M | ▼−11% Reduced · −34K sh | Q2 2026 | |
| 21 | Morgan Stanley | 252K | $8.6M | ▼−8.3% Reduced · −23K sh | Q1 2026 | |
| 22 | Bridgeway Capital Management, LLC | 239K | $10.5M | ▲+3.7% Added · +8K sh | Q2 2026 | |
| 23 | Charles Schwab Investment Management Inc | 234K | $8.0M | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 24 | Bank Of America Corp | 226K | $7.7M | ▲+18% Added · +35K sh | Q1 2026 | |
| 25 | Qube Research & Technologies Ltd | 205K | $7.0M | ▲+320% Added · +156K 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, 5 funds opened a new position in UVSP and 25 added to an existing one, while 11 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 |
|---|---|---|
| Microsoft CorpMSFT | 103 funds | $190.7B |
| Nvidia CorpNVDA | 100 funds | $296.7B |
| JPMorgan Chase & CoJPM | 100 funds | $44.7B |
| Visa Inc-Class A SharesV | 100 funds | $42.9B |
| Amazon.com IncAMZN | 99 funds | $146.0B |
| Broadcom IncAVGO | 99 funds | $121.6B |
| Meta Platforms Inc-Class AMETA | 99 funds | $79.5B |
| Alphabet Inc-CL AGOOGL | 98 funds | $126.8B |
| Eli Lilly & CoLLY | 98 funds | $62.3B |
| Bank Of America CorpBAC | 98 funds | $25.3B |
| Chevron CorpCVX | 98 funds | $21.3B |
| Apple IncAAPL | 97 funds | $213.8B |
Ranked by how many of UVSP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in UVSP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 24, 2026 | Petro Thomas M | Director | Sell (S) | 5K | $208K |
| Aug 13, 2026 | Turner Michael L. | Director | Sell (S) | 8K | $344K |
| Jun 8, 2026 | Santana Megan D | Sr EVP & Chief Risk Officer | Sell (S) | 3K | $114K |
| Jun 8, 2026 | Richardson Brian J | Sr EVP & CFO | Sell (S) | 2K | $85K |
| Jun 8, 2026 | Schweitzer Jeffrey M | Chairman, President & CEO, Director | Sell (S) | 14K | $570K |
| May 5, 2026 | Keim Michael S | Senior EVP & COO | Sell (S) | 7K | $280K |
| Apr 27, 2026 | Paquin Natalye | Director | Sell (S) | 13K | $491K |
| Feb 2, 2026 | Paquin Natalye | Director | Buy (P) | 580 | $20K |
| Dec 12, 2025 | Schweitzer Jeffrey M | Chairman, President & CEO, Director | Sell (S) | 12K | $430K |
| Dec 12, 2025 | Keim Michael S | Senior EVP & COO | Sell (S) | 7K | $228K |
| Dec 12, 2025 | Santana Megan D | Sr EVP & Chief Risk Officer | Sell (S) | 3K | $89K |
| Dec 12, 2025 | Richardson Brian J | Sr EVP & CFO | Sell (S) | 2K | $52K |
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 | 46 | 31 | – |
Insiders Form 4 open-market | 0 | 7 | -$2.1M |
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 UVSP
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/UVSP/capital-change-brief"
Use Arkolith's capital_change_brief for UVSP. 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 UVSP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.