Titelia

Fund shareholders of Universal Corp/VA

ISIN US9134561094 · United States · LEI 549300BZXZ66F6DTIF20

Fund shareholders
244
Of which ETFs
73 171 other funds
Value held
613.2M $
Share of capital
46.4 % of 24.9M shares on Aug 3, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 1,495,23578.8M $0.09 %6.01 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 748,96039.5M $0.00 %3.01 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 590,56631.1M $0.04 %2.37 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 546,63428.8M $0.02 %2.20 %as of Mar 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 530,13928.4M $0.15 %2.13 %as of Apr 30, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 466,26825M $2.34 %1.87 %as of Apr 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 347,74318.3M $0.03 %1.40 %as of Mar 31, 2026 ↗
VANGUARD CONSUMER STAPLES INDEX FUND VANGUARD WORLD FUND 288,49215.5M $0.16 %1.16 %as of Feb 28, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 278,33614.7M $0.02 %1.12 %as of Mar 31, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 277,61214.9M $1.98 %1.11 %as of Apr 30, 2026 ↗
First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II 250,24313.2M $1.04 %1.01 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 243,42913.1M $0.13 %0.98 %as of Feb 28, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 243,40412.8M $0.17 %0.98 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 239,66812.8M $0.04 %0.96 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 229,37112.1M $0.09 %0.92 %as of Mar 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 209,89511.2M $0.07 %0.84 %as of Apr 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 206,89110.9M $0.09 %0.83 %as of Mar 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 188,30710.1M $0.07 %0.76 %as of Apr 30, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 161,6998.5M $0.09 %0.65 %as of Mar 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 147,2887.9M $0.11 %0.59 %as of Apr 30, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 142,9117.5M $0.26 %0.57 %as of Mar 31, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 135,5817.1M $0.50 %0.54 %as of Mar 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 135,0597.2M $0.04 %0.54 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 131,7007.1M $0.02 %0.53 %as of Feb 28, 2026 ↗
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 129,9656.8M $0.35 %0.52 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 129,7316.8M $0.17 %0.52 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 121,5736.5M $0.03 %0.49 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 120,4606.5M $1.05 %0.48 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 119,8756.4M $0.04 %0.48 %as of Feb 28, 2026 ↗
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 114,2076.1M $0.93 %0.46 %as of Feb 28, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 94,4215.1M $0.01 %0.38 %as of Apr 30, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 91,6854.9M $0.07 %0.37 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 86,4314.6M $0.03 %0.35 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 85,5114.6M $0.08 %0.34 %as of Feb 28, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 65,8683.5M $0.29 %0.26 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 63,7263.4M $0.20 %0.26 %as of Feb 28, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 61,5603.3M $0.01 %0.25 %as of Apr 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 57,3003.1M $0.08 %0.23 %as of Apr 30, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 54,8212.9M $0.17 %0.22 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Dividend ETF SPDR INDEX SHARES FUNDS 54,3862.9M $1.17 %0.22 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 52,9212.8M $0.04 %0.21 %as of Apr 30, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 50,1452.6M $0.08 %0.20 %as of Mar 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 49,2002.6M $0.02 %0.20 %as of Mar 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 47,6452.6M $0.00 %0.19 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 46,9032.5M $0.11 %0.19 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 46,8102.5M $0.01 %0.19 %as of Apr 30, 2026 ↗
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 45,3002.4M $0.24 %0.18 %as of Apr 30, 2026 ↗
Fidelity MSCI Consumer Staples Index ETF FIDELITY COVINGTON TRUST 43,8952.4M $0.16 %0.18 %as of Apr 30, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 41,0572.2M $0.82 %0.16 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 40,1122.2M $0.90 %0.16 %as of Feb 28, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 39,7212.1M $0.04 %0.16 %as of Mar 31, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 39,6682.1M $0.08 %0.16 %as of Feb 28, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 39,0052.1M $0.06 %0.16 %as of Apr 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 38,3882M $0.08 %0.15 %as of Mar 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 36,4972M $0.00 %0.15 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 34,9041.9M $0.00 %0.14 %as of Apr 30, 2026 ↗
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 32,4481.7M $0.35 %0.13 %as of Mar 31, 2026 ↗
AST Large-Cap Equity Portfolio Advanced Series Trust 32,0001.7M $0.10 %0.13 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 31,1801.6M $0.00 %0.13 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 30,0101.6M $0.09 %0.12 %as of Mar 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 27,8461.5M $0.04 %0.11 %as of Apr 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 25,9021.4M $0.24 %0.10 %as of Apr 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 24,7181.3M $0.04 %0.10 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 24,3611.3M $1.77 %0.10 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 24,3121.3M $0.00 %0.10 %as of Apr 30, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 23,7311.3M $1.03 %0.10 %as of Feb 28, 2026 ↗
Invesco S&P SmallCap Consumer Staples ETF Invesco Exchange-Traded Fund Trust II 23,5331.3M $3.51 %0.09 %as of Feb 28, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 21,4901.1M $0.08 %0.09 %as of Mar 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 20,7341.1M $0.61 %0.08 %as of Apr 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 20,5121.1M $0.01 %0.08 %as of Apr 30, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 19,5891M $0.08 %0.08 %as of Apr 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 17,829939.6K $0.15 %0.07 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 17,803956.6K $0.09 %0.07 %as of Feb 28, 2026 ↗
WisdomTree U.S. High Dividend Fund WisdomTree Trust 17,755935.7K $0.07 %0.07 %as of Mar 31, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 17,490921.7K $0.08 %0.07 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 17,305927.2K $0.02 %0.07 %as of Apr 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 16,922909.2K $0.12 %0.07 %as of Feb 28, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 16,635876.7K $0.08 %0.07 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,542871.8K $0.04 %0.07 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 15,649838.5K $0.00 %0.06 %as of Apr 30, 2026 ↗
Pzena Small Cap Value Fund Advisors Series Trust 15,031807.6K $0.85 %0.06 %as of Feb 28, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 14,941800.5K $0.01 %0.06 %as of Apr 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 14,877784K $0.12 %0.06 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 14,651785K $0.00 %0.06 %as of Apr 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 14,253751.1K $0.05 %0.06 %as of Mar 31, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 13,991751.7K $0.38 %0.06 %as of Feb 28, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 13,930734.1K $0.25 %0.06 %as of Mar 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 13,896746.6K $0.00 %0.06 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 13,159693.5K $0.26 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 12,785673.8K $0.00 %0.05 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 12,614675.9K $0.00 %0.05 %as of Apr 30, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 12,366662.6K $0.08 %0.05 %as of Apr 30, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 12,232657.2K $0.10 %0.05 %as of Feb 28, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 11,569609.7K $0.00 %0.05 %as of Mar 31, 2026 ↗
Small Cap Index Fund Northern Funds 11,005580K $0.04 %0.04 %as of Mar 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 10,687563.2K $0.01 %0.04 %as of Mar 31, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,618568.9K $0.07 %0.04 %as of Apr 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 10,486561.8K $0.04 %0.04 %as of Apr 30, 2026 ↗
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 10,181547K $0.06 %0.04 %as of Feb 28, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 9,845529K $0.06 %0.04 %as of Feb 28, 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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Invesco S&P SmallCap Consumer Staples ETF Invesco Exchange-Traded Fund Trust II 3.51 %as of Feb 28, 2026 ↗
Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 2.34 %as of Apr 30, 2026 ↗
Unrestricted Series BULLFINCH FUND INC 2.24 %as of Apr 30, 2026 ↗
Global X SuperDividend U.S. ETF GLOBAL X FUNDS 1.98 %as of Apr 30, 2026 ↗
Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1.77 %as of Feb 28, 2026 ↗
ProShares Russell U.S. Dividend Growers ETF ProShares Trust 1.43 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Global Dividend ETF SPDR INDEX SHARES FUNDS 1.17 %as of Mar 31, 2026 ↗
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 1.05 %as of Apr 30, 2026 ↗
First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II 1.04 %as of Mar 31, 2026 ↗
ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST 1.03 %as of Feb 28, 2026 ↗

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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 25 largest follow.

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

Declared shareholders of Universal Corp/VA

2 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 7.14 %1,781,041as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.02 %1,251,975as of Mar 31, 2026 · SCHEDULE 13G
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Titelia. "Fund shareholders of Universal Corp/VA". https://titelia.com/en/stocks/universal-corp-va-US9134561094