Fund shareholders of Universal Electronics Inc
ISIN US9134831034 · United States · LEI 549300ZW9EULAR7T6F89
- Fund shareholders
- 45
- Of which ETFs
- 10 35 other funds
- Value held
- 10.6M $
- Share of capital
- 18.1 % of 12.9M shares on Aug 3, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 844,695 | 3.9M $ | 0.16 % | 6.56 % | as of Jul 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 369,409 | 1.8M $ | 0.00 % | 2.87 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 210,159 | 874.3K $ | 0.00 % | 1.63 % | as of May 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 137,160 | 570.6K $ | 0.07 % | 1.06 % | as of May 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 130,953 | 624.6K $ | 0.14 % | 1.02 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 123,844 | 590.7K $ | 0.00 % | 0.96 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 108,333 | 496.2K $ | 0.00 % | 0.84 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 58,251 | 242.3K $ | 0.00 % | 0.45 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 54,045 | 257.8K $ | 0.26 % | 0.42 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 38,422 | 176K $ | 0.00 % | 0.30 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 35,464 | 169.2K $ | 0.01 % | 0.28 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 25,200 | 115.4K $ | 0.00 % | 0.20 % | as of Jul 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 20,560 | 98.1K $ | 0.01 % | 0.16 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 18,679 | 77.7K $ | 0.00 % | 0.14 % | as of May 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 15,788 | 65.7K $ | 0.00 % | 0.12 % | as of May 31, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 15,100 | 72K $ | 0.01 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 14,900 | 71.1K $ | 0.05 % | 0.12 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 13,440 | 55.9K $ | 0.00 % | 0.10 % | as of May 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 10,613 | 48.6K $ | 0.00 % | 0.08 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 9,864 | 45.2K $ | 0.00 % | 0.08 % | as of Jul 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,800 | 40.3K $ | 0.00 % | 0.07 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 7,616 | 34.9K $ | 0.00 % | 0.06 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 7,318 | 30.4K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,626 | 31.6K $ | 0.05 % | as of Jun 30, 2026 ↗ | |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,211 | 28.4K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 5,165 | 23.7K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 5,000 | 22.9K $ | 0.00 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 3,515 | 14.6K $ | 0.00 % | 0.03 % | as of May 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,389 | 16.2K $ | 0.00 % | 0.03 % | as of Jun 30, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,100 | 14.2K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 3,090 | 14.7K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,730 | 13K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,283 | 10.9K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 2,028 | 8.4K $ | 0.00 % | 0.02 % | as of May 31, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 1,681 | 7K $ | 0.02 % | 0.01 % | as of May 31, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 1,461 | 7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,276 | 6.1K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 1,200 | 5.7K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 867 | 4.1K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 835 | 4K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 745 | 3.6K $ | 0.00 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 491 | 2K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 320 | 1.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 67 | 306.9 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 58 | 241.3 $ | 0.00 % | as of May 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 | |
|---|---|---|
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 0.26 % | as of Jun 30, 2026 ↗ |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 0.16 % | as of Jul 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 0.14 % | as of Jun 30, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 0.07 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.05 % | as of Jun 30, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 0.02 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 0.01 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.00 % | as of Jun 30, 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 |
|---|---|---|---|---|
| 2026Q3 | 45 | -2 | 2,330,751 | +1.7 % |
| 2026Q2 | 47 | 0 | 2,292,340 | -6.2 % |
| 2026Q1 | 47 | -13 | 2,443,438 | +0.3 % |
| 2025Q4 | 60 | -8 | 2,436,579 | -6.9 % |
| 2025Q3 | 68 | -3 | 2,616,624 | +8.6 % |
| 2025Q2 | 71 | -4 | 2,410,161 | -8.5 % |
| 2025Q1 | 75 | +2 | 2,634,602 | +3.4 % |
| 2024Q4 | 73 | 0 | 2,547,979 | -22.4 % |
| 2024Q3 | 73 | +1 | 3,282,388 | -1.4 % |
| 2024Q2 | 72 | -3 | 3,328,770 | +4.2 % |
| 2024Q1 | 75 | -4 | 3,194,168 | -5.6 % |
| 2023Q4 | 79 | 3,382,746 |
Institutional managers
43 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| IMMERSION CORP | 1,544,647 | 6.4M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 873,651 | 3.6M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 517,224 | 2.1K $ | as of Mar 31, 2026 |
| Peapod Lane Capital LLC | 455,491 | 1.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 388,404 | 1.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 371,216 | 1.5M $ | as of Mar 31, 2026 |
| Pacific Ridge Capital Partners, LLC | 350,900 | 1.4M $ | as of Mar 31, 2026 |
| First Eagle Investment Management, LLC | 241,060 | 993.2K $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 232,781 | 959.1K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 215,723 | 888.8K $ | as of Mar 31, 2026 |
| Assenagon Asset Management S.A. | 163,897 | 675.3K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 161,671 | 666.1K $ | as of Mar 31, 2026 |
| Man Group plc | 154,362 | 636K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 120,101 | 495K $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 69,266 | 285.4K $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 64,100 | 264.1K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 63,070 | 259.8K $ | as of Mar 31, 2026 |
| Clearstead Advisors, LLC | 61,438 | 253.1K $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 58,432 | 240.7K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 56,520 | 232.9K $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 47,982 | 197.7K $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 34,686 | 143 $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 32,516 | 134K $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 28,608 | 117.9K $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 23,167 | 95.4K $ | as of Mar 31, 2026 |
Declared shareholders of Universal Electronics Inc
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 | |
|---|---|---|---|
| Ameriprise Financial, Inc. and 2 others | 13.20 % | 1,696,584 | as of Aug 31, 2026 · SCHEDULE 13G |
| TORO 18 HOLDINGS LLC and 3 others | 9.20 % | 1,288,357 | as of Sep 10, 2026 · SCHEDULE 13D |
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