Titelia

Fund shareholders of United Parks & Resorts Inc

ISIN US81282V1008 · United States · LEI 529900G0H4NV3IIK3269

Fund shareholders
211
Of which ETFs
48 163 other funds
Value held
353.6M $ 2.1M SEK
Share of capital
23.2 % of 45.3M shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,635,91553.4M $0.06 %3.61 %as of Mar 31, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 764,03025M $0.00 %1.69 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 666,54921.8M $0.03 %1.47 %as of Mar 31, 2026
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 568,14118.6M $0.01 %1.25 %as of Mar 31, 2026
AMG River Road Small Cap Value Fund AMG Funds IV 436,44115.4M $1.42 %0.96 %as of Apr 30, 2026
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 360,52811.8M $0.02 %0.80 %as of Mar 31, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 304,2099.9M $0.01 %0.67 %as of Mar 31, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 285,2989.9M $0.01 %0.63 %as of Feb 28, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 268,3349.5M $0.03 %0.59 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 249,9308.2M $0.06 %0.55 %as of Mar 31, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 240,5688.5M $0.04 %0.53 %as of Apr 30, 2026
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 212,2997.5M $0.77 %0.47 %as of Apr 30, 2026
iShares Russell 2000 Growth ETF iShares Trust 208,5856.8M $0.06 %0.46 %as of Mar 31, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 180,2196.4M $0.09 %0.40 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 169,7966M $0.04 %0.37 %as of Apr 30, 2026
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 145,9415.1M $0.05 %0.32 %as of Feb 28, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 143,7055M $0.01 %0.32 %as of Feb 28, 2026
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 138,6724.5M $0.27 %0.31 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 134,5574.7M $0.03 %0.30 %as of Feb 28, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 133,1644.6M $0.02 %0.29 %as of Feb 28, 2026
iShares S&P Small-Cap 600 Value ETF iShares Trust 126,7194.1M $0.05 %0.28 %as of Mar 31, 2026
iShares S&P Small-Cap 600 Growth ETF iShares Trust 125,5564.1M $0.06 %0.28 %as of Mar 31, 2026
VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND 108,7533.8M $0.06 %0.24 %as of Feb 28, 2026
Neuberger Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS 103,5243.6M $0.28 %0.23 %as of Feb 28, 2026
Mercer US Small/Mid Cap Equity Fund Mercer Funds 100,2903.3M $0.19 %0.22 %as of Mar 31, 2026
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 96,8663.4M $0.09 %0.21 %as of Apr 30, 2026
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 93,3433.2M $0.06 %0.21 %as of Feb 28, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 91,8523.2M $0.01 %0.20 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 80,8872.9M $0.10 %0.18 %as of Apr 30, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 80,7422.8M $0.01 %0.18 %as of Apr 30, 2026
AMG River Road Small-Mid Cap Value Fund AMG Funds IV 76,9122.7M $0.82 %0.17 %as of Apr 30, 2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 76,2472.5M $0.06 %0.17 %as of Mar 31, 2026
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 69,1342.3M $0.06 %0.15 %as of Mar 31, 2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 61,7002M $0.24 %0.14 %as of Mar 31, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 61,1392.2M $0.01 %0.13 %as of Apr 30, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 59,2192.1M $0.03 %0.13 %as of Apr 30, 2026
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 58,1201.9M $0.08 %0.13 %as of Mar 31, 2026
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 52,6881.8M $0.11 %0.12 %as of Feb 28, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 52,0181.8M $0.00 %0.11 %as of Feb 28, 2026
Master Small Cap Index Series Quantitative Master Series LLC 46,1611.5M $0.03 %0.10 %as of Mar 31, 2026
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 43,4441.5M $0.07 %0.10 %as of Apr 30, 2026
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 43,4151.5M $0.06 %0.10 %as of Feb 28, 2026
Adara Smaller Companies Fund RBB Fund, Inc. 43,2721.5M $0.20 %0.10 %as of Feb 28, 2026
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 42,4001.5M $0.12 %0.09 %as of Apr 30, 2026
JNL Small Cap Index Fund JNL Series Trust 41,7951.4M $0.06 %0.09 %as of Mar 31, 2026
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 41,2111.5M $0.07 %0.09 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 39,7281.4M $0.00 %0.09 %as of Feb 28, 2026
JPMorgan Small Cap Value Fund JPMorgan Trust II 39,3731.3M $0.11 %0.09 %as of Mar 31, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 38,8041.4M $0.00 %0.09 %as of Apr 30, 2026
JPMorgan U.S. Small Company Fund JPMorgan Trust I 37,1951.2M $0.13 %0.08 %as of Mar 31, 2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 37,1881.2M $0.19 %0.08 %as of Mar 31, 2026
SmallCap Value Fund II Principal Funds, Inc 34,9811.2M $0.10 %0.08 %as of Apr 30, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 34,4591.1M $0.00 %0.08 %as of Mar 31, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 33,7501.2M $0.03 %0.07 %as of Apr 30, 2026
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 32,9041.1M $0.05 %0.07 %as of Feb 28, 2026
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 30,6501.1M $0.06 %0.07 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 28,832941.7K $0.03 %0.06 %as of Mar 31, 2026
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 28,199981K $0.06 %0.06 %as of Feb 28, 2026
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 25,726895K $1.03 %0.06 %as of Feb 28, 2026
Mid Cap Intrinsic Value Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 25,672838.4K $0.84 %0.06 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 25,229824K $0.04 %0.06 %as of Mar 31, 2026
Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST 24,771873.2K $0.05 %0.05 %as of Apr 30, 2026
Column Small Cap Select Fund Trust for Professional Managers 24,124839.3K $0.05 %0.05 %as of Feb 28, 2026
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 23,759776K $0.01 %0.05 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 23,624821.9K $0.06 %0.05 %as of Feb 28, 2026
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 23,600770.8K $0.06 %0.05 %as of Mar 31, 2026
SmallCap S&P 600 Index Fund Principal Funds, Inc 21,439755.7K $0.06 %0.05 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 20,800679.3K $0.04 %0.05 %as of Mar 31, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 20,717730.3K $0.00 %0.05 %as of Apr 30, 2026
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 19,955651.7K $0.06 %0.04 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 19,734695.6K $0.00 %0.04 %as of Apr 30, 2026
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 19,695694.2K $0.38 %0.04 %as of Apr 30, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 19,605640.3K $0.06 %0.04 %as of Mar 31, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,662609.5K $0.03 %0.04 %as of Mar 31, 2026
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 18,206594.6K $0.06 %0.04 %as of Mar 31, 2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 17,800619.3K $0.05 %0.04 %as of Feb 28, 2026
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 17,265563.9K $0.02 %0.04 %as of Mar 31, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 16,507574.3K $0.00 %0.04 %as of Feb 28, 2026
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 16,135561.3K $0.06 %0.04 %as of Feb 28, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 14,593514.4K $0.00 %0.03 %as of Apr 30, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 14,292497.2K $0.07 %0.03 %as of Feb 28, 2026
iShares Russell 2000 Value ETF iShares Trust 14,012457.6K $0.00 %0.03 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 13,862452.7K $0.00 %0.03 %as of Mar 31, 2026
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 13,806486.7K $0.06 %0.03 %as of Apr 30, 2026
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 13,397466.1K $0.18 %0.03 %as of Feb 28, 2026
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 12,871453.7K $0.07 %0.03 %as of Apr 30, 2026
Small Cap Index Fund Northern Funds 12,210398.8K $0.03 %0.03 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 11,768414.8K $0.03 %0.03 %as of Apr 30, 2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 11,700382.1K $0.07 %0.03 %as of Mar 31, 2026
Small Cap Index Fund VALIC Co I 10,699372.2K $0.03 %0.02 %as of Feb 28, 2026
Timothy Plan US Small Cap Core ETF Timothy Plan 10,643347.6K $0.12 %0.02 %as of Mar 31, 2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 10,578345.5K $0.11 %0.02 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 10,201333.2K $0.00 %0.02 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,110330.2K $0.02 %0.02 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 10,094355.8K $0.00 %0.02 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 10,010326.9K $0.00 %0.02 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 9,917323.9K $0.01 %0.02 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 9,762318.8K $0.03 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 9,761318.8K $0.04 %0.02 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 9,582337.8K $0.01 %0.02 %as of Apr 30, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
AMG River Road Small Cap Value Fund AMG Funds IV 1.42 %as of Apr 30, 2026
Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust 1.03 %as of Feb 28, 2026
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 0.95 %as of Feb 28, 2026
Mid Cap Intrinsic Value Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 0.84 %as of Mar 31, 2026
AMG River Road Small-Mid Cap Value Fund AMG Funds IV 0.82 %as of Apr 30, 2026
Invenomic Fund NORTHERN LIGHTS FUND TRUST II 0.77 %as of Apr 30, 2026
Invesco S&P SmallCap Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust II 0.43 %as of Feb 28, 2026
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.38 %as of Apr 30, 2026
Applied Finance IVS US SMID ETF ETF Opportunities Trust 0.36 %as of Mar 31, 2026
Neuberger Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS 0.28 %as of Feb 28, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2210-1010,514,989-12.6 %
2026Q1220-1812,028,608-4.6 %
2025Q4238+3412,609,230+23.6 %
2025Q3204-610,202,420-3.2 %
2025Q2210+1810,543,792+3.9 %
2025Q1192-810,147,043+0.5 %
2024Q4200-410,094,933-0.5 %
2024Q3204-1910,150,742-9.6 %
2024Q2223+511,228,137+7.7 %
2024Q1218-210,423,300-7.0 %
2023Q422011,203,607

Institutional managers

203 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Hill Path Capital LP27,205,306888.5M $as of Mar 31, 2026
NOMURA HOLDINGS INC4,475,669146.2M $as of Mar 31, 2026
BlackRock, Inc.4,096,941133.8M $as of Mar 31, 2026
River Road Asset Management, LLC2,080,20467.9M $as of Mar 31, 2026
GOLDENTREE ASSET MANAGEMENT LP2,061,45067.2M $as of Mar 31, 2026
Voss Capital, LP1,715,00056M $as of Mar 31, 2026
Long Pond Capital, LP1,680,72754.9M $as of Mar 31, 2026
HAWK RIDGE CAPITAL MANAGEMENT LP1,564,42251.1M $as of Mar 31, 2026
STATE STREET CORP1,086,44335.5M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,041,71134M $as of Mar 31, 2026
Engine Capital Management, LP1,034,41433.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC929,43830.4M $as of Mar 31, 2026
UBS Group AG863,62528.2M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/833,05327.2M $as of Mar 31, 2026
JPMORGAN CHASE & CO701,47721.7M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC653,48021.3M $as of Mar 31, 2026
HG Vora Capital Management, LLC600,00019.6M $as of Mar 31, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC520,83517K $as of Mar 31, 2026
PINNACLE ASSOCIATES LTD513,31816.8M $as of Mar 31, 2026
CIBC Bancorp USA Inc.501,36816.4M $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC494,62916.1M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC476,91615.6M $as of Mar 31, 2026
Penn Capital Management Company, LLC452,96614.8M $as of Mar 31, 2026
NATIONAL BANK OF CANADA /FI/405,00013.2M $as of Mar 31, 2026
Invenomic Capital Management LP353,78211.6M $as of Mar 31, 2026

Declared shareholders of United Parks & Resorts Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Hill Path Capital Partners LP and 20 others57.90 %27,279,661as of May 11, 2026 · SCHEDULE 13D

Funds holding the debt of United Parks & Resorts Inc

4 funds declare 4 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
JNL/Neuberger Berman Strategic Income Fund1610.4K $as of Mar 31, 2026
Janus Henderson Multi-Sector Income Fund1109.8K $as of Mar 31, 2026
Multi-Manager High Yield Opportunity Fund147.8K $as of Mar 31, 2026
AVIP Core Plus Bond Portfolio147.8K $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of United Parks & Resorts Inc". https://titelia.com/en/stocks/united-parks-resorts-inc-US81282V1008