Titelia

Fund shareholders of Universal Corp/VA

ISIN US9134561094 · United States · LEI 549300BZXZ66F6DTIF20

Fund shareholders
231
Of which ETFs
74 157 other funds
Value held
600.2M $
Share of capital
46.1 % of 24.9M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,501,87378.4M $0.07 %6.03 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 788,29841.1M $0.00 %3.17 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 652,75734.1M $0.04 %2.62 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 572,07429.8M $0.02 %2.30 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 530,13927.9M $0.14 %2.13 %as of Jul 31, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 523,16827.6M $2.44 %2.10 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 362,08318.9M $0.03 %1.45 %as of Jun 30, 2026 ↗
VANGUARD CONSUMER STAPLES INDEX FUND VANGUARD WORLD FUND 292,53415.2M $0.16 %1.17 %as of May 31, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 290,04315.3M $1.95 %1.16 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 287,18715M $0.02 %1.15 %as of Jun 30, 2026 ↗
First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II 279,54614.6M $1.04 %1.12 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 275,49214.5M $0.04 %1.11 %as of Jul 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 240,64512.6M $0.09 %0.97 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 228,84511.9M $0.07 %0.92 %as of Jun 30, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 214,51111.2M $0.14 %0.86 %as of Jun 30, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 209,89511.1M $0.07 %0.84 %as of Jul 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 187,2939.9M $0.07 %0.75 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 175,7619.1M $0.10 %0.71 %as of May 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 161,6998.4M $0.07 %0.65 %as of Jun 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 149,5267.8M $0.24 %0.60 %as of Jun 30, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 147,8237.8M $0.09 %0.59 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 135,0597.1M $0.04 %0.54 %as of Jul 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 132,0596.8M $0.02 %0.53 %as of May 31, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 130,8826.8M $0.31 %0.53 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 127,7526.7M $0.14 %0.51 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 124,2206.4M $0.04 %0.50 %as of May 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 119,8566.2M $0.03 %0.48 %as of May 31, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 117,9526.1M $0.93 %0.47 %as of May 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 98,1905.2M $0.01 %0.39 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 92,5954.9M $0.06 %0.37 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 87,6084.6M $0.03 %0.35 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 86,2974.5M $0.08 %0.35 %as of May 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 61,9763.2M $0.17 %0.25 %as of May 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 61,8263.3M $0.01 %0.25 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 61,1143.2M $0.04 %0.25 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Dividend ETF SPDR INDEX SHARES FUNDS 59,6273.1M $1.19 %0.24 %as of Jun 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 54,7022.8M $0.15 %0.22 %as of May 31, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 54,2742.9M $0.08 %0.22 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 50,1642.6M $0.19 %0.20 %as of Jul 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 49,2002.6M $0.02 %0.20 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 47,6452.5M $0.00 %0.19 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46,8102.5M $0.01 %0.19 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 44,7322.3M $0.04 %0.18 %as of Jun 30, 2026 ↗
Fidelity MSCI Consumer Staples Index ETF FIDELITY COVINGTON TRUST 43,2902.3M $0.16 %0.17 %as of Jul 31, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 42,8002.3M $0.06 %0.17 %as of Jul 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 41,7772.2M $0.74 %0.17 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 39,3592.1M $0.09 %0.16 %as of Jul 31, 2026 ↗
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 38,7002M $0.19 %0.16 %as of Jul 31, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 38,5582M $0.07 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 37,9452M $0.00 %0.15 %as of May 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 37,2041.9M $0.07 %0.15 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 35,1231.8M $0.08 %0.14 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 34,9041.8M $0.00 %0.14 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 34,7711.8M $0.77 %0.14 %as of May 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 33,4591.7M $0.05 %0.13 %as of Jun 30, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 32,0001.7M $0.09 %0.13 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 31,9961.7M $0.00 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 31,2371.6M $0.04 %0.13 %as of Jul 31, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 28,7671.5M $0.25 %0.12 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 27,9751.5M $0.04 %0.11 %as of Jun 30, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 26,7671.4M $1.09 %0.11 %as of May 31, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 25,6101.3M $1.83 %0.10 %as of May 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 25,5701.3M $0.23 %0.10 %as of Jul 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 24,3121.3M $0.00 %0.10 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 21,4901.1M $0.07 %0.09 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 20,5341.1M $0.01 %0.08 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap Consumer Staples ETF Invesco Exchange-Traded Fund Trust II 20,4031.1M $3.19 %0.08 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 18,963983.6K $0.08 %0.08 %as of May 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 18,362967.5K $0.07 %0.07 %as of Jul 31, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 17,891933.4K $0.06 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 17,842930.8K $0.04 %0.07 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 17,790928.1K $0.13 %0.07 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 17,490912.5K $0.07 %0.07 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 17,305911.8K $0.02 %0.07 %as of Jul 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 16,922877.7K $0.11 %0.07 %as of May 31, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 16,366853.8K $0.07 %0.07 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 15,649824.5K $0.00 %0.06 %as of Jul 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 15,494803.7K $0.43 %0.06 %as of May 31, 2026 ↗
Pzena Small Cap Value Fund Advisors Series Trust 15,031779.7K $0.83 %0.06 %as of May 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 14,877776.1K $0.10 %0.06 %as of Jun 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 14,651772K $0.00 %0.06 %as of Jul 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 14,423759.9K $0.01 %0.06 %as of Jul 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 14,253743.6K $0.04 %0.06 %as of Jun 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 14,216741.6K $0.37 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 14,124744.2K $0.00 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 13,896720.8K $0.00 %0.06 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 12,785667K $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 12,643659.6K $0.04 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 12,018633.2K $0.04 %0.05 %as of Jul 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 11,728617.9K $0.07 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 11,569603.6K $0.00 %0.05 %as of Jun 30, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 11,307589.9K $0.18 %0.05 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 10,687557.5K $0.01 %0.04 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,618559.5K $0.06 %0.04 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 10,209532.6K $0.21 %0.04 %as of Jun 30, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 9,596497.7K $0.06 %0.04 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 9,495492.5K $0.04 %0.04 %as of May 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 9,163482.8K $0.25 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 9,111480.1K $0.02 %0.04 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 8,980468.5K $0.02 %0.04 %as of Jun 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
Invesco S&P SmallCap Consumer Staples ETF Invesco Exchange-Traded Fund Trust II 3.19 %as of May 31, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 2.44 %as of Jul 31, 2026 ↗
Unrestricted Series BULLFINCH FUND INC 2.08 %as of Jul 31, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 1.95 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1.83 %as of May 31, 2026 ↗
ProShares Russell U.S. Dividend Growers ETF ProShares Trust 1.54 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Dividend ETF SPDR INDEX SHARES FUNDS 1.19 %as of Jun 30, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 1.09 %as of May 31, 2026 ↗
First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II 1.04 %as of Jun 30, 2026 ↗
Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust 0.95 %as of Jul 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
2026Q3231-1311,479,216-0.6 %
2026Q2244-711,545,237+4.4 %
2026Q1251+611,057,099-1.7 %
2025Q4245+311,245,518-6.8 %
2025Q3242+1012,065,957-4.1 %
2025Q2232+1412,588,210+3.8 %
2025Q1218-912,127,745-2.0 %
2024Q4227-412,372,585-1.5 %
2024Q3231-612,561,445+4.2 %
2024Q2237+1312,055,081-2.3 %
2024Q1224-212,334,027+0.9 %
2023Q422612,222,970

Institutional managers

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

ManagerSharesValue
BlackRock, Inc.3,807,886200.7M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,774,85793.5M $as of Mar 31, 2026
STATE STREET CORP1,398,41873.7M $as of Mar 31, 2026
Invesco Ltd.827,37943.6M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC603,69031.8M $as of Mar 31, 2026
BARCLAYS PLC586,30130.9M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC478,02525.2M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP433,45222.8M $as of Mar 31, 2026
PRUDENTIAL FINANCIAL INC409,95721.6M $as of Mar 31, 2026
MORGAN STANLEY364,40519.2M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP353,65518.6M $as of Mar 31, 2026
Bank of New York Mellon Corp333,42317.6M $as of Mar 31, 2026
PZENA INVESTMENT MANAGEMENT LLC329,48817.4M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC315,01916.6M $as of Mar 31, 2026
Qube Research & Technologies Ltd299,99015.8M $as of Mar 31, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.283,12214.9M $as of Mar 31, 2026
NORTHERN TRUST CORP249,99513.2M $as of Mar 31, 2026
CITADEL ADVISORS LLC180,2209.5M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.173,7669.2M $as of Mar 31, 2026
Adams Asset Advisors, LLC142,0837.5M $as of Mar 31, 2026
DAVENPORT & Co LLC122,3106.4M $as of Mar 31, 2026
ProShare Advisors LLC122,1656.4M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC121,6276.4M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC121,1096.4M $as of Mar 31, 2026
Vestcor Inc108,1565.7K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Universal Corp/VA". https://titelia.com/en/stocks/universal-corp-va-US9134561094