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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 798 | 42.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 781 | 41.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 776 | 41.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 702 | 37K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 697 | 37.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 678 | 36.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 675 | 35.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 628 | 33.1K $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 623 | 33.5K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 612 | 32.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 604 | 31.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 569 | 30K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 555 | 29.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 516 | 27.6K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 464 | 24.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 437 | 23K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 400 | 21.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 399 | 21K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 384 | 20.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 362 | 19.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 324 | 17.1K $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 318 | 16.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST | 297 | 15.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 288 | 15.4K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 273 | 14.7K $ | 0.06 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 272 | 14.6K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 240 | 12.6K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 170 | 9.1K $ | 0.15 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 141 | 7.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 119 | 6.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 115 | 6.2K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 81 | 4.3K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 75 | 4K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 70 | 3.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 61 | 3.2K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 55 | 2.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 44 | 2.4K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Inflation Focused Equity ETF American Century ETF Trust | 36 | 1.9K $ | 0.02 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 33 | 1.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 30 | 1.6K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 25 | 1.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 429.8 $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 7 | 375.1 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 6 | 316.2 $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 244 | -7 | 11,545,237 | +4.4 % |
| 2026Q1 | 251 | +6 | 11,057,099 | -1.7 % |
| 2025Q4 | 245 | +3 | 11,245,518 | -6.8 % |
| 2025Q3 | 242 | +10 | 12,065,957 | -4.1 % |
| 2025Q2 | 232 | +14 | 12,588,210 | +3.8 % |
| 2025Q1 | 218 | -9 | 12,127,745 | -2.0 % |
| 2024Q4 | 227 | -4 | 12,372,585 | -1.5 % |
| 2024Q3 | 231 | -6 | 12,561,445 | +4.2 % |
| 2024Q2 | 237 | +13 | 12,055,081 | -2.3 % |
| 2024Q1 | 224 | -2 | 12,334,027 | +0.9 % |
| 2023Q4 | 226 | 12,222,970 |
Institutional managers
224 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 3,807,886 | 200.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,774,857 | 93.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,398,418 | 73.7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 827,379 | 43.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 603,690 | 31.8M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 586,301 | 30.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 478,025 | 25.2M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 433,452 | 22.8M $ | as of Mar 31, 2026 |
| PRUDENTIAL FINANCIAL INC | 409,957 | 21.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 364,405 | 19.2M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 353,655 | 18.6M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 333,423 | 17.6M $ | as of Mar 31, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | 329,488 | 17.4M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 315,019 | 16.6M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 299,990 | 15.8M $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 283,122 | 14.9M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 249,995 | 13.2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 180,220 | 9.5M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 173,766 | 9.2M $ | as of Mar 31, 2026 |
| Adams Asset Advisors, LLC | 142,083 | 7.5M $ | as of Mar 31, 2026 |
| DAVENPORT & Co LLC | 122,310 | 6.4M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 122,165 | 6.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 121,627 | 6.4M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 121,109 | 6.4M $ | as of Mar 31, 2026 |
| Vestcor Inc | 108,156 | 5.7K $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 7.14 % | 1,781,041 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.02 % | 1,251,975 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Universal Corp/VA". https://titelia.com/en/stocks/universal-corp-va-US9134561094