Titelia

Fonds als Aktionäre von U-Haul Holding Co

ISIN US0235861004 · Vereinigte Staaten · LEI 5493003WIDMLDHYC6Y24

Fonds als Aktionäre
183
Davon ETFs
48 135 weitere Fonds
Gehaltener Wert
≈ 139,4 Mio. € 159,4 Mio. $ · 118.797,9 SEK

Dieser Emittent hat weitere Wertpapiere: U-Haul Holding Co (US0235865062)

FondsStückeWertAnteil am Fonds
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 373.35524,4 Mio. $0,00 %zum 30.06.2026 ↗
AMG Yacktman Fund AMG Funds 300.00019,6 Mio. $0,27 %zum 30.06.2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 207.61313,6 Mio. $0,01 %zum 30.06.2026 ↗
Meridian Contrarian Fund Meridian Fund Inc 155.00010,1 Mio. $1,49 %zum 30.06.2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 145.49410,3 Mio. $0,05 %zum 31.07.2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 128.3408,4 Mio. $0,01 %zum 30.06.2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 83.5575,9 Mio. $0,07 %zum 31.07.2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 80.5865,3 Mio. $0,05 %zum 30.06.2026 ↗
BRUCE FUND Bruce Fund, Inc. 68.0004,4 Mio. $1,18 %zum 30.06.2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 67.6804,8 Mio. $0,03 %zum 31.07.2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 61.9564,4 Mio. $0,03 %zum 31.07.2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 45.9043,3 Mio. $0,02 %zum 31.07.2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 41.5302,9 Mio. $0,01 %zum 31.07.2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 37.6282,7 Mio. $0,01 %zum 31.07.2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 33.0392,2 Mio. $0,00 %zum 30.06.2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 29.4352,1 Mio. $0,00 %zum 31.07.2026 ↗
NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust 27.6221,8 Mio. $0,32 %zum 30.06.2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24.4751,7 Mio. $0,00 %zum 31.07.2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 23.5411,7 Mio. $0,00 %zum 31.07.2026 ↗
NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust 22.1101,4 Mio. $0,11 %zum 30.06.2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 21.5671,2 Mio. $0,00 %zum 31.05.2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 17.183994.723,9 $0,00 %zum 31.05.2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 16.6621,1 Mio. $0,00 %zum 30.06.2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 15.3601 Mio. $0,12 %zum 30.06.2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14.5941 Mio. $0,00 %zum 31.07.2026 ↗
iShares Russell 1000 Value ETF iShares Trust 12.657828.274,1 $0,00 %zum 30.06.2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT CO 12.243868.151,1 $0,03 %zum 31.07.2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 11.951782.073,4 $0,00 %zum 30.06.2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 11.314740.388,2 $0,00 %zum 30.06.2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 11.305739.799,2 $0,00 %zum 30.06.2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 9.338611.078,7 $0,01 %zum 30.06.2026 ↗
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 9.000638.190 $0,00 %zum 31.07.2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 8.884514.294,8 $0,06 %zum 31.05.2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8.590609.116,9 $0,01 %zum 31.07.2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 7.288516.792,1 $0,00 %zum 31.07.2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 7.270420.860,3 $0,00 %zum 31.05.2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7.228512.537,5 $0,01 %zum 31.07.2026 ↗
NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust 7.072462.791,7 $0,18 %zum 30.06.2026 ↗
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 6.839484.953,5 $0,00 %zum 31.07.2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 6.638384.273,8 $0,03 %zum 31.05.2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6.327448.647,6 $0,05 %zum 31.07.2026 ↗
iShares Russell 1000 ETF iShares Trust 6.203405.924,3 $0,00 %zum 30.06.2026 ↗
Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds 5.990424.750,9 $0,12 %zum 31.07.2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 5.406353.768,6 $0,00 %zum 30.06.2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 5.377381.283,1 $0,15 %zum 31.07.2026 ↗
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 5.264304.733 $0,00 %zum 31.05.2026 ↗
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 5.057358.591,9 $0,04 %zum 31.07.2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 5.045357.741 $0,00 %zum 31.07.2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4.837342.991,7 $0,00 %zum 31.07.2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4.593300.565,9 $0,00 %zum 30.06.2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 4.429289.833,8 $0,01 %zum 30.06.2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 4.310282.046,4 $0,06 %zum 30.06.2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 4.300248.927 $0,00 %zum 31.05.2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4.292304.345,7 $0,05 %zum 31.07.2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 4.281303.565,7 $0,03 %zum 31.07.2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 4.031285.838,2 $0,01 %zum 31.07.2026 ↗
AMG Yacktman Global Fund AMG Funds 4.000261.760 $0,12 %zum 30.06.2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 3.930257.179,2 $0,12 %zum 30.06.2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 3.876274.847,2 $0,00 %zum 31.07.2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 3.800248.672 $0,00 %zum 30.06.2026 ↗
iShares Russell 2500 ETF iShares Trust 3.730244.091,2 $0,01 %zum 30.06.2026 ↗
iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust 3.430243.221,3 $0,08 %zum 31.07.2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 3.341236.910,3 $0,01 %zum 31.07.2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 3.036215.282,8 $0,03 %zum 31.07.2026 ↗
Motley Fool Next Index ETF RBB Fund, Inc. 2.975172.222,8 $0,54 %zum 31.05.2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 2.900189.776 $0,00 %zum 30.06.2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 2.899189.710,6 $0,02 %zum 30.06.2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2.894189.383,4 $0,02 %zum 30.06.2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 2.887188.925,3 $0,00 %zum 30.06.2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 2.852202.235,3 $0,00 %zum 31.07.2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 2.660153.987,4 $0,00 %zum 31.05.2026 ↗
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 2.517178.480,5 $0,01 %zum 31.07.2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 2.498177.133,2 $0,00 %zum 31.07.2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2.374168.340,3 $0,01 %zum 31.07.2026 ↗
iShares Russell 3000 ETF iShares Trust 2.323152.017,1 $0,00 %zum 30.06.2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 2.230145.931,2 $0,00 %zum 30.06.2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2.160153.165,6 $0,00 %zum 31.07.2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1.818128.914,4 $0,00 %zum 31.07.2026 ↗
SA U.S. Value Fund SA FUNDS INVESTMENT TRUST 1.815118.773,6 $0,02 %zum 30.06.2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1.803127.850,7 $0,01 %zum 31.07.2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1.700111.248 $0,00 %zum 30.06.2026 ↗
Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust 1.670118.419,7 $0,72 %zum 31.07.2026 ↗
iShares U.S. Consumer Discretionary ETF iShares Trust 1.668118.277,9 $0,01 %zum 31.07.2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1.663108.826,7 $0,01 %zum 30.06.2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1.626106.405,4 $0,05 %zum 30.06.2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 1.51087.413,9 $0,00 %zum 31.05.2026 ↗
Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1.475104.592,3 $0,01 %zum 31.07.2026 ↗
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 1.45495.149,8 $0,01 %zum 30.06.2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 1.43082.782,7 $0,01 %zum 31.05.2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 1.36589.325,6 $0,00 %zum 30.06.2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 1.34695.444,9 $0,00 %zum 31.07.2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 1.29391.686,6 $0,01 %zum 31.07.2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1.20378.724,3 $0,00 %zum 30.06.2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 1.17676.957,4 $0,00 %zum 30.06.2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 1.16067.152,4 $0,00 %zum 31.05.2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1.14966.515,6 $0,00 %zum 31.05.2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 1.14481.121 $0,01 %zum 31.07.2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 1.13480.411,9 $0,01 %zum 31.07.2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1.11873.161,9 $0,00 %zum 30.06.2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1.05869.235,5 $0,02 %zum 30.06.2026 ↗

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Die am stärksten exponierten Fonds

Das Gewicht ist der Anteil am Nettovermögen des Fonds. Die Halterliste ordnet die Fonds nach Stückzahl. Diese Liste ordnet sie nach dem Gewicht des Unternehmens in jedem Fonds.

FondsAnteil am Fonds
Meridian Contrarian Fund Meridian Fund Inc 1,49 %zum 30.06.2026 ↗
BRUCE FUND Bruce Fund, Inc. 1,18 %zum 30.06.2026 ↗
Fidelity Fundamental Large Cap Value ETF Fidelity Covington Trust 0,72 %zum 31.07.2026 ↗
Motley Fool Next Index ETF RBB Fund, Inc. 0,54 %zum 31.05.2026 ↗
NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust 0,32 %zum 30.06.2026 ↗
AMG Yacktman Fund AMG Funds 0,27 %zum 30.06.2026 ↗
The Frontier Economic Fund ETF Series Solutions 0,26 %zum 31.05.2026 ↗
NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust 0,18 %zum 30.06.2026 ↗
PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST 0,15 %zum 31.07.2026 ↗
VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 0,12 %zum 30.06.2026 ↗

Quartal für Quartal

Jede Zeile ist ein Quartal mit Meldungen bei der SEC, das jüngste zuerst. Die Veränderung vergleicht jedes Quartal mit dem vorherigen.

QuartalAktionäreVeränderungStückeVeränderung
2026Q3182+112.385.267+10,1 %
2026Q2171+32.165.782+7,5 %
2026Q1168-52.014.641+0,5 %
2025Q4173-102.005.443-1,6 %
2025Q3183-12.038.011-9,5 %
2025Q2184+32.251.551-17,2 %
2025Q1181-22.718.978-1,8 %
2024Q4183-112.769.388+1,1 %
2024Q3194-112.740.440-9,6 %
2024Q2205-33.032.921-4,0 %
2024Q1208-13.160.722-3,6 %
2023Q42093.279.061

Institutionelle Verwalter

197 Verwalter melden diese Gesellschaft der SEC (Formular 13F). Die Tabelle zeigt die 25 größten.

VerwalterStückeWert
DIMENSIONAL FUND ADVISORS LP510.09724,4 Mio. $zum 31.03.2026
BlackRock, Inc.474.24722,7 Mio. $zum 31.03.2026
Southpoint Capital Advisors LP362.00017,3 Mio. $zum 31.03.2026
YACKTMAN ASSET MANAGEMENT LP325.36915,5 Mio. $zum 31.03.2026
Scharf Investments, LLC322.00215,4 Mio. $zum 31.03.2026
MILLENNIUM MANAGEMENT LLC321.28715,4 Mio. $zum 31.03.2026
D. E. Shaw & Co., Inc.292.27814 Mio. $zum 31.03.2026
Quantinno Capital Management LP244.29711,7 Mio. $zum 31.03.2026
JACOBS LEVY EQUITY MANAGEMENT, INC231.63511,1 Mio. $zum 31.03.2026
TWO SIGMA INVESTMENTS, LP209.28410 Mio. $zum 31.03.2026
ArrowMark Colorado Holdings LLC183.8008,8 Mio. $zum 31.03.2026
MORGAN STANLEY179.5468,6 Mio. $zum 31.03.2026
STATE STREET CORP176.5148,4 Mio. $zum 31.03.2026
GEODE CAPITAL MANAGEMENT, LLC148.9817,1 Mio. $zum 31.03.2026
MARSHALL WACE, LLP137.5546,6 Mio. $zum 31.03.2026
UBS Group AG113.6855,4 Mio. $zum 31.03.2026
HRT FINANCIAL LP110.6425286 $zum 31.03.2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP108.7525,2 Mio. $zum 31.03.2026
ENVESTNET ASSET MANAGEMENT INC93.3664,5 Mio. $zum 31.03.2026
Lighthouse Investment Partners, LLC88.5404,2 Mio. $zum 31.03.2026
Deltroit Asset Management (UK) LLP84.4184 Mio. $zum 31.03.2026
Old West Investment Management, LLC79.3203,8 Mio. $zum 31.03.2026
Orvieto Partners, L.P.79.2033,8 Mio. $zum 31.03.2026
Bruce & Co., Inc.73.9003,5 Mio. $zum 31.03.2026
CITADEL ADVISORS LLC67.7463,2 Mio. $zum 31.03.2026
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