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
Small Cap Index Fund VALIC Co I 9,532512.2K $0.04 %0.04 %as of Feb 28, 2026
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 9,366493.6K $0.11 %0.04 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 8,980473.2K $0.03 %0.04 %as of Mar 31, 2026
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 8,818464.7K $0.09 %0.04 %as of Mar 31, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 8,750468.8K $0.02 %0.04 %as of Apr 30, 2026
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 8,731467.8K $0.06 %0.04 %as of Apr 30, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 8,650463.5K $0.00 %0.03 %as of Apr 30, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 8,541450.1K $0.02 %0.03 %as of Mar 31, 2026
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 8,528449.4K $0.09 %0.03 %as of Mar 31, 2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,807411.4K $0.04 %0.03 %as of Mar 31, 2026
Unrestricted Series BULLFINCH FUND INC 7,450399.2K $2.24 %0.03 %as of Apr 30, 2026
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 7,100380.4K $0.09 %0.03 %as of Apr 30, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 7,087373.5K $0.04 %0.03 %as of Mar 31, 2026
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 6,931365.3K $0.09 %0.03 %as of Mar 31, 2026
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 6,793358K $0.06 %0.03 %as of Mar 31, 2026
iShares Russell 3000 ETF iShares Trust 6,727354.5K $0.00 %0.03 %as of Mar 31, 2026
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 6,663357K $0.28 %0.03 %as of Apr 30, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 6,342334.2K $0.04 %0.03 %as of Mar 31, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 6,092326.4K $0.03 %0.02 %as of Apr 30, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,011323K $0.12 %0.02 %as of Feb 28, 2026
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 5,949319.6K $0.08 %0.02 %as of Feb 28, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 5,833312.5K $0.00 %0.02 %as of Apr 30, 2026
First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III 5,529296.2K $0.98 %0.02 %as of Apr 30, 2026
GMO U.S. Small Cap Value Fund GMO TRUST 5,353287.6K $0.66 %0.02 %as of Feb 28, 2026
iShares Morningstar Small-Cap Value ETF iShares Trust 4,853260K $0.04 %0.02 %as of Apr 30, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,802253.1K $0.04 %0.02 %as of Mar 31, 2026
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 4,703252K $0.01 %0.02 %as of Apr 30, 2026
Virtus Small-Cap Fund Virtus Investment Trust 4,570240.8K $0.23 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 4,355229.5K $0.04 %0.02 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,349229.2K $0.03 %0.02 %as of Mar 31, 2026
DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II 4,119217.1K $0.26 %0.02 %as of Mar 31, 2026
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 4,077218.4K $0.40 %0.02 %as of Apr 30, 2026
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,062218.3K $0.10 %0.02 %as of Feb 28, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,045217.3K $0.02 %0.02 %as of Feb 28, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 4,002210.9K $0.00 %0.02 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 3,846202.7K $0.00 %0.02 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,810204.1K $0.02 %0.02 %as of Apr 30, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,808200.7K $0.02 %0.02 %as of Mar 31, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,736200.2K $0.05 %0.02 %as of Apr 30, 2026
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,608190.1K $0.04 %0.01 %as of Mar 31, 2026
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 3,587189K $0.05 %0.01 %as of Mar 31, 2026
Small Cap Core Fund Northern Funds 3,535186.3K $0.05 %0.01 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 3,506184.8K $0.01 %0.01 %as of Mar 31, 2026
Longview Advantage ETF RBB Fund Trust 3,385181.9K $0.03 %0.01 %as of Feb 28, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,385178.4K $0.04 %0.01 %as of Mar 31, 2026
GMO U.S. Equity Fund GMO TRUST 3,307177.7K $0.08 %0.01 %as of Feb 28, 2026
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3,205171.7K $0.12 %0.01 %as of Apr 30, 2026
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 3,200168.6K $0.02 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 3,050163.4K $0.01 %0.01 %as of Apr 30, 2026
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 3,028159.6K $0.01 %0.01 %as of Mar 31, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,004158.3K $0.04 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,956155.8K $0.04 %0.01 %as of Mar 31, 2026
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,943155.1K $0.04 %0.01 %as of Mar 31, 2026
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 2,852150.3K $0.08 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 2,779148.9K $0.02 %0.01 %as of Apr 30, 2026
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,719143.3K $0.04 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,685143.9K $0.04 %0.01 %as of Apr 30, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,612137.7K $0.04 %0.01 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,261119.2K $0.01 %0.01 %as of Mar 31, 2026
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,176116.9K $0.01 %0.01 %as of Feb 28, 2026
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,089110.1K $0.06 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,069111.2K $0.00 %0.01 %as of Feb 28, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,022106.6K $0.04 %0.01 %as of Mar 31, 2026
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,013106.1K $0.08 %0.01 %as of Mar 31, 2026
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,003105.6K $0.01 %0.01 %as of Mar 31, 2026
iShares MSCI World Small-Cap ETF iShares Trust 2,000107.5K $0.01 %0.01 %as of Feb 28, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,966105.3K $0.04 %0.01 %as of Apr 30, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,84497.2K $0.04 %0.01 %as of Mar 31, 2026
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,80094.9K $0.00 %0.01 %as of Mar 31, 2026
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,76092.8K $0.20 %0.01 %as of Mar 31, 2026
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 1,73691.5K $0.89 %0.01 %as of Mar 31, 2026
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,69889.5K $0.02 %0.01 %as of Mar 31, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,67688.3K $0.00 %0.01 %as of Mar 31, 2026
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,61785.2K $0.05 %0.01 %as of Mar 31, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,54881.6K $0.00 %0.01 %as of Mar 31, 2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 1,54181.2K $0.04 %0.01 %as of Mar 31, 2026
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 1,50379.2K $0.00 %0.01 %as of Mar 31, 2026
ProShares Ultra Russell2000 ProShares Trust 1,49780.4K $0.03 %0.01 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 1,49580.3K $0.02 %0.01 %as of Feb 28, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,49278.6K $0.01 %0.01 %as of Mar 31, 2026
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,46578.7K $0.07 %0.01 %as of Feb 28, 2026
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,42976.6K $0.00 %0.01 %as of Apr 30, 2026
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,38874.4K $0.10 %0.01 %as of Apr 30, 2026
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,28567.7K $0.00 %0.01 %as of Mar 31, 2026
ProShares Russell U.S. Dividend Growers ETF ProShares Trust 1,25167.2K $1.43 %0.01 %as of Feb 28, 2026
Clearwater Select Equity Fund Clearwater Investment Trust 1,22964.8K $0.01 %0.00 %as of Mar 31, 2026
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 1,17962.1K $0.02 %0.00 %as of Mar 31, 2026
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,16161.2K $0.01 %0.00 %as of Mar 31, 2026
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,08858.3K $0.01 %0.00 %as of Apr 30, 2026
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,06657.1K $0.00 %0.00 %as of Apr 30, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 1,05156.5K $0.04 %0.00 %as of Feb 28, 2026
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,05156.5K $0.01 %0.00 %as of Feb 28, 2026
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,03454.5K $0.02 %0.00 %as of Mar 31, 2026
iShares Morningstar Small-Cap ETF iShares Trust 98052.5K $0.02 %0.00 %as of Apr 30, 2026
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 97151.2K $0.17 %0.00 %as of Mar 31, 2026
S&P SmallCap Index Fund SHELTON FUNDS 96051.6K $0.10 %0.00 %as of Feb 28, 2026
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 94749.9K $0.01 %0.00 %as of Mar 31, 2026
S&P SmallCap 600 Pure Value Fund Rydex Series Funds 92248.6K $0.88 %0.00 %as of Mar 31, 2026
Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust 83444K $0.06 %0.00 %as of Mar 31, 2026
AQR Small Cap Multi-Style Fund AQR Funds 81142.7K $0.03 %0.00 %as of Mar 31, 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