Funds holding Universal Insurance Holdings Inc
265 funds declare a position · 63 ETFs and 202 other funds · 312.2M $· 1.7M € · US91359V1070
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 808,842 | 27.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 774,452 | 27.2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 636,556 | 21.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 252,111 | 10M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 279,342 | 9.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 226,982 | 9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 193,838 | 7.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 186,600 | 7.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 180,246 | 7.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 176,399 | 6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 169,119 | 5.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 159,682 | 5.6M $ | 0.12 % | as of Feb 27, 2026 · Original filing |
| Meridian Contrarian Fund Meridian Fund Inc | 158,000 | 5.4M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 130,460 | 5.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 127,365 | 5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 130,434 | 4.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 126,097 | 4.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 123,568 | 4.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 126,296 | 4.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 93,183 | 3.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Victory Small Cap Stock Fund Victory Portfolios III | 84,190 | 3.3M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 91,617 | 3.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 77,252 | 3.1M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 76,709 | 3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 84,842 | 3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 72,924 | 2.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 80,271 | 2.7M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 67,111 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 73,547 | 2.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 72,774 | 2.5M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 66,808 | 2.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 56,453 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 55,552 | 2.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 64,155 | 2.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 53,932 | 2.1M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 50,992 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 50,046 | 2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Value Fund Bridgeway Funds, Inc. | 58,000 | 2M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 47,900 | 1.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 45,917 | 1.8M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 48,573 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 42,612 | 1.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 41,650 | 1.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 47,978 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 45,315 | 1.6M $ | 0.95 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 44,988 | 1.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 43,465 | 1.5M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 43,869 | 1.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 41,215 | 1.4M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 40,917 | 1.4M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 41,246 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 40,504 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 38,204 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 36,505 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 32,135 | 1.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 37,089 | 1.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 36,818 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 36,800 | 1.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 31,619 | 1.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 36,176 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST | 34,538 | 1.2M $ | 1.46 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 34,522 | 1.2M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 33,131 | 1.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 29,857 | 1.1M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 30,436 | 1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 25,500 | 1M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 29,401 | 1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 28,072 | 958.9K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 23,589 | 934.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 27,320 | 933.3K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| iShares US Small Cap Value Factor ETF iShares Trust | 27,066 | 924.6K $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| ACIMUT NORTH AMERICAN MANAGERS, FI MUTUACTIVOS, S.A., S.G.I.I.C. | 907.6K € | 0.96 % | as of Dec 31, 2025 · Original filing | |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 26,385 | 901.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 26,080 | 890.9K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Even Herd Long Short ETF Tidal Trust II | 25,882 | 884.1K $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 22,236 | 881.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| AQR Small Cap Multi-Style Fund AQR Funds | 25,761 | 880K $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 24,459 | 860.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 24,575 | 839.5K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 24,426 | 834.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 24,324 | 830.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 23,695 | 809.4K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 21,345 | 729.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| ELCANO SPECIAL SITUATIONS, SICAV,S.A. GESALCALA, S.A., S.G.I.I.C. | 727.7K € | 5.83 % | as of Dec 31, 2025 · Original filing | |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 17,486 | 693K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 20,255 | 691.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 20,100 | 686.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 19,085 | 671.2K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 17,403 | 594.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 17,257 | 589.5K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,515 | 535.6K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 13,484 | 534.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 15,384 | 525.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 15,186 | 518.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 14,605 | 513.7K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 14,654 | 500.6K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 14,165 | 498.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 14,500 | 495.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 14,290 | 488.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 14,258 | 487.1K $ | 0.26 % | as of Mar 31, 2026 · Original filing |