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 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 3.51 %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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

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 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

Declared shareholders of Universal Corp/VA

There are 2 beneficial ownership filings. 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
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