How many institutions own ULH stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own ULH shares is 127, representing 29.88% of the company's common stock.

Who are the major shareholders selling Universal Logistics Holdings, Inc. stock?

LAZARD ASSET MANAGEMENT LLC, in the last quarter, reduced its stake in ULH by -1.13% restricting it's holding to 20.34 thousand shares of worth nearly $476.70K. NEW YORK STATE COMMON RETIREMENT FUND also lessened -17.23% of the ULH shares from its portfolio, reducing its holding to 27.86 thousand shares of worth $652.97K. MORGAN STANLEY also shunned ULH shares holding by -14.71% last quarter which brought its holding to 57.11 thousand shares worth $1.34M.

Investors who are buying ULH stock?

As per its latest 13F filing, ANCHOR CAPITAL ADVISORS LLC increased its stake in ULH by 1.8% in the last quarter. The institutional holder raised its holding to 49.51 thousand shares having worth more than $1.16M. CHARLES SCHWAB INVESTMENT MANAGEMENT INC also added 3.46% more shares of ULH to its portfolio, raising its holding to 58.98 thousand shares of worth $1.38M. DEUTSCHE BANK AG\ also increased its ULH shares holding by 26.15% which brought its holding to 4.9 thousand shares worth $114.90K.

ULH's major insiders: who are they?

The insider with the most stakes in ULH is Rogers Jeff , Chief Executive Officer at the company. Additionally, ULH stock is highly held by director Wolfe H.E. and Urban Richard P among others.

Did an insider recently sell ULH stock?

Company executives, directors, and other insiders own 74.62% percent of Universal Logistics Holdings, Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which ULH insiders have sold stock, totaling 0 shares. Insiders that have sold shares include MOROUN MATTHEW T, MOROUN NORA M., and ROGERS JEFF.

Which insider recently purchased ULH stock?

There have been 0 transaction(s) during the past 6-months in which Universal Logistics Holdings, Inc. insiders have bought stock, totalling 0 shares

How much of ULH does insiders own?

Around 0 Universal Logistics Holdings, Inc. shares are held by insiders, which represents about 74.62% of ULH stock.

Who is the insider with the largest stake?

ULH Chief Executive Officer, Rogers Jeff holds the largest portfolio of the company's shares. ULH shares owned by Rogers total nearly 41 thousand.

Which institution holds the most shares in ULH?

DEKABANK DEUTSCHE GIROZENTRALE is the largest institutional owner in ULH which holds 6.84 thousand shares worth $339.00K or 0.03% of the total ULH shares outstanding followed by PACIFIC RIDGE CAPITAL PARTNERS, LLC with ownership of 15.48 thousand shares representing 0.06% of the ULH ownership. SWISS NATIONAL BANK is the third largest stakeholder with 15.6 thousand shares or 0.06% of the ownership worth more than $365.66K.

Is Universal Logistics Holdings, Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the ULH is concerned, it is a stock which is not optionable.

Is there a short position on ULH's shares?

Number of ULH shares short is 331.80K. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding ULH shares are there?

As of today, 26.33M shares of ULH are outstanding.

Is there many float in ULH stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, ULH has 6.68M shares in float.

ULH short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for ULH is 10.95.

Universal Logistics (ULH) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding Shares1.26

Short Percent Of Float8.51

Shares Outstanding26.33M

Shares Float6.68M

Shares Short331.80K

Short Ratio10.95

8.51%

Short % of Float

1.26%

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

74.62% Percentage of Shares held by All Insiders

29.88% Percentage of Shares held by All Institutions

117.72% Percentage of Float held by Institutions

127

Number of Institutions Holding Shares

Institutional Ownership

About 29.88% of ULH shares are held by financial institutions. DEKABANK DEUTSCHE GIROZENTRALE is the top corporate investor, holding 6.84K shares valued at $339.00K. A 0.03% stake in Universal Logistics Holdings, Inc. is owned by the company. PACIFIC RIDGE CAPITAL PARTNERS, LLC owns 15.48K shares valued at $362.85K, which translates its holding of 0.06% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.03%	6.84K	339K	0	0
Sep 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.06%	15.48K	362.85K	0	0
Sep 30, 2025	SWISS NATIONAL BANK	0.06%	15.6K	365.66K	0	0
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.08%	20.34K	476.7K	-232	-1.13%
Sep 30, 2025	NUVEEN, LLC	0.08%	20.44K	479.02K	0	0
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.11%	27.86K	652.97K	-5.8K	-17.23%
Sep 30, 2025	ANCHOR CAPITAL ADVISORS LLC	0.19%	49.51K	1.16M	875	+1.80%
Sep 30, 2025	MORGAN STANLEY	0.22%	57.11K	1.34M	-9.85K	-14.71%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.22%	58.98K	1.38M	1.97K	+3.46%
Sep 30, 2025	ROYCE & ASSOCIATES LP	0.27%	70.24K	1.65M	0	0
Sep 30, 2025	NORTHERN TRUST CORP	0.3%	79.73K	1.87M	-2.76K	-3.35%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.34%	89.32K	2.09M	-4.41K	-4.71%
Sep 30, 2025	INVESCO LTD.	0.05%	12.14K	284.61K	-707	-5.50%
Sep 30, 2025	ROYAL BANK OF CANADA	0.04%	10.29K	242K	-20K	-66.04%
Sep 30, 2025	BARCLAYS PLC	0.04%	9.54K	223.57K	-3.43K	-26.43%
Sep 30, 2025	DEUTSCHE BANK AG\	0.02%	4.9K	114.9K	1.02K	+26.15%
Sep 30, 2025	QUEST PARTNERS LLC	0.02%	4.36K	102.27K	4.36K	+100.00%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.01%	3.14K	73.6K	-747	-19.22%
Sep 30, 2025	DENALI ADVISORS LLC	0.35%	93.01K	2.18M	-8.21K	-8.11%
Sep 30, 2025	EMPOWERED FUNDS, LLC	0.36%	95.8K	2.25M	-3.57K	-3.59%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.52%	136.11K	3.19M	6.85K	+5.30%
Sep 30, 2025	STATE STREET CORP	0.57%	150.81K	3.55M	1.06K	+0.70%
Sep 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.67%	175.11K	4.1M	-3.57K	-2.00%
Sep 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.73%	192.68K	4.52M	-732	-0.38%
Sep 30, 2025	AMERICAN CENTURY COMPANIES INC	1.06%	279.5K	6.55M	16.9K	+6.44%
Sep 30, 2025	VANGUARD GROUP INC	1.5%	395.53K	9.27M	-297	-0.08%
Sep 30, 2025	BLACKROCK, INC.	1.93%	508.97K	11.93M	-7.4K	-1.43%
Sep 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.36%	884.91K	20.74M	-934	-0.11%
Sep 30, 2025	FMR LLC	15%	3.95M	92.57M	-542	-0.01%
Sep 30, 2025	JPMORGAN CHASE & CO	0.01%	2.82K	66.05K	-471	-14.32%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	5.18K	121.49K	847	+19.53%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0%	10	234	0	0
Sep 30, 2025	CAPITAL ADVISORS, LTD. LLC	0%	26	1K	0	0
Sep 30, 2025	PHYSICIAN WEALTH ADVISORS, INC.	0%	39	915	0	0
Sep 30, 2025	COVESTOR LTD	0%	44	1K	44	+100.00%
Sep 30, 2025	GAMMA INVESTING LLC	0%	70	1.64K	10	+16.67%
Sep 30, 2025	OPTIVER HOLDING B.V.	0%	90	2.11K	90	+100.00%
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0%	98	2.3K	-9	-8.41%
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	137	3.21K	137	+100.00%
Sep 30, 2025	CWM, LLC	0%	163	4K	56	+52.34%
Sep 30, 2025	AMALGAMATED BANK	0%	264	6K	0	0
Sep 30, 2025	HARBOR CAPITAL ADVISORS, INC.	0%	278	7K	59	+26.94%
Sep 30, 2025	WEALTHCOLLAB, LLC	0%	336	7.88K	0	0
Sep 30, 2025	STERLING CAPITAL MANAGEMENT LLC	0%	466	10.92K	284	+156.04%
Sep 30, 2025	AMERITAS INVESTMENT PARTNERS, INC.	0%	475	11.13K	0	0
Sep 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0%	503	11.79K	-1.63K	-76.39%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	632	14.81K	560	+777.78%
Sep 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.05%	12.54K	294.01K	-4.08K	-24.55%
Sep 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.03%	7.22K	169.33K	422	+6.20%
Sep 30, 2025	JANE STREET GROUP, LLC	0.05%	12.61K	295.56K	12.61K	+100.00%
Sep 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.84K	43.22K	0	0
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.04%	9.88K	231.49K	-265	-2.61%
Sep 30, 2025	RHUMBLINE ADVISERS	0.04%	10.17K	238.36K	61	+0.60%
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0.04%	10.22K	239.56K	700	+7.35%
Sep 30, 2025	KLP KAPITALFORVALTNING AS	0.01%	1.4K	32.94K	0	0
Sep 30, 2025	BNP PARIBAS ARBITRAGE, SNC	0.01%	1.43K	33.47K	722	+102.27%
Sep 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.02%	4.26K	99.85K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	8.96K	209.91K	-478	-5.07%
Sep 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.04%	11.15K	261.36K	-8.1K	-42.08%
Sep 30, 2025	CITIGROUP INC	0.02%	5.42K	127.02K	-1.96K	-26.55%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	13.74K	322.14K	655	+5.00%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.03%	7.02K	164.53K	-6.5K	-48.06%
Sep 30, 2025	STATE OF ALASKA, DEPARTMENT OF REVENUE	0.01%	1.35K	31K	1.35K	+100.00%
Sep 30, 2025	UBS GROUP AG	0.05%	12.69K	297.34K	-20.25K	-61.49%
Sep 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.05%	12.74K	298.58K	-450	-3.41%
Sep 30, 2025	STRS OHIO	0.05%	12.9K	302.38K	0	0
Jun 30, 2025	DENALI ADVISORS LLC	0.38%	101.22K	2.57M	223	+0.22%
Jun 30, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.03%	6.8K	172.64K	-493	-6.76%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.49%	129.25K	3.28M	39.63K	+44.22%
Jun 30, 2025	STATE STREET CORP	0.57%	149.75K	3.82M	1.85K	+1.25%
Jun 30, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.68%	178.68K	4.53M	-38.6K	-17.76%
Jun 30, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.73%	193.41K	4.91M	8.04K	+4.34%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	1%	262.6K	6.66M	13.86K	+5.57%
Jun 30, 2025	VANGUARD GROUP INC	1.5%	395.83K	10.05M	-1.18K	-0.30%
Jun 30, 2025	BLACKROCK, INC.	1.96%	516.37K	13.11M	-22.16K	-4.12%
Jun 30, 2025	DIMENSIONAL FUND ADVISORS LP	3.36%	885.85K	22.48M	33.81K	+3.97%
Jun 30, 2025	FMR LLC	15%	3.95M	100.25M	437.12K	+12.44%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.04%	9.52K	241.62K	1.2K	+14.42%
Jun 30, 2025	CITIGROUP INC	0.03%	7.38K	187.25K	-562	-7.08%
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.03%	8.1K	205.48K	-1.2K	-12.90%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	9.43K	239.41K	44	+0.47%
Jun 30, 2025	RHUMBLINE ADVISERS	0.04%	10.11K	256.53K	-464	-4.39%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.04%	10.14K	257.38K	-19.81K	-66.14%
Jun 30, 2025	INVESCO LTD.	0.05%	12.85K	326.11K	-1.09K	-7.85%
Jun 30, 2025	BARCLAYS PLC	0.05%	12.96K	329K	4.29K	+49.49%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.05%	13.09K	332.17K	-313	-2.34%
Jun 30, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.05%	13.19K	334.71K	1.35K	+11.36%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.05%	13.51K	342.98K	6.54K	+93.72%
Jun 30, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.06%	15.48K	392.88K	5.64K	+57.32%
Jun 30, 2025	SWISS NATIONAL BANK	0.06%	15.6K	395.93K	0	0
Jun 30, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.03%	6.84K	342K	0	0
Jun 30, 2025	STRS OHIO	0.05%	12.9K	327.4K	900	+7.50%
Jun 30, 2025		0.01%	1.84K	46.8K	0	0
Jun 30, 2025	TOWER RESEARCH CAPITAL LLC (TRC)	0.01%	2.13K	54.06K	1.71K	+403.55%
Jun 30, 2025	JPMORGAN CHASE & CO	0.01%	3.29K	83.48K	-2.83K	-46.26%
Jun 30, 2025	DEUTSCHE BANK AG\	0.01%	3.89K	98.63K	0	0
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.01%	3.89K	98.65K	-156	-3.86%
Jun 30, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.02%	4.26K	108.12K	0	0
Jun 30, 2025	POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY	0.01%	1.84K	46.8K	0	0
Jun 30, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.06%	16.63K	421.94K	7.85K	+89.35%
Jun 30, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.07%	19.25K	488.57K	9.97K	+107.37%
Jun 30, 2025	NUVEEN, LLC	0.08%	20.44K	518.67K	-6.3K	-23.56%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.08%	20.57K	520K	1.36K	+7.09%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.08%	20.96K	532.02K	-9.12K	-30.32%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.02%	4.34K	110.05K	-3.59K	-45.29%
Jun 30, 2025	ROYAL BANK OF CANADA	0.12%	30.29K	769K	26.77K	+761.22%
Jun 30, 2025	UBS GROUP AG	0.13%	32.94K	835.99K	8.43K	+34.39%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.13%	33.66K	854.22K	0	0
Jun 30, 2025	LSV ASSET MANAGEMENT	0.13%	34.7K	881K	-59.8K	-63.28%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0.02%	4.38K	111.22K	-27.77K	-86.37%
Jun 30, 2025	ANCHOR CAPITAL ADVISORS LLC	0.18%	48.63K	1.23M	-615	-1.25%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.22%	57.01K	1.45M	108	+0.19%
Jun 30, 2025	MORGAN STANLEY	0.25%	66.96K	1.7M	-5.61K	-7.73%
Jun 30, 2025	ROYCE & ASSOCIATES LP	0.27%	70.24K	1.78M	0	0
Jun 30, 2025	NORTHERN TRUST CORP	0.31%	82.49K	2.09M	-3.78K	-4.39%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.36%	93.74K	2.38M	1.86K	+2.03%
Jun 30, 2025	EMPOWERED FUNDS, LLC	0.38%	99.37K	2.52M	-8.9K	-8.22%
Mar 31, 2025	BARCLAYS PLC	0.03%	8.67K	228K	-3.43K	-28.33%
Mar 31, 2025	DIMENSIONAL FUND ADVISORS LP	3.24%	852.04K	22.36M	-3.17K	-0.37%
Mar 31, 2025	GEODE CAPITAL MANAGEMENT, LLC	0.7%	185.37K	4.87M	5.65K	+3.15%
Mar 31, 2025	ROYCE & ASSOCIATES LP	0.27%	70.24K	1.84M	-103.68K	-59.61%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0.13%	33.66K	883K	2.5K	+8.02%
Mar 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.11%	30.08K	789.41K	30.08K	+100.00%
Mar 31, 2025		0.1%	26.73K	701.47K	26.73K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.09%	24.51K	643.14K	7.89K	+47.49%
Mar 31, 2025	STRS OHIO	0.05%	12K	314.88K	0	0
Mar 31, 2025	NUMERAI GP LLC	0.04%	9.68K	254.06K	2.66K	+37.80%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	9.39K	246.37K	247	+2.70%
Mar 31, 2025	CREATIVE PLANNING	0.03%	8.78K	230.26K	8.78K	+100.00%
Mar 31, 2025	JPMORGAN CHASE & CO	0.02%	6.12K	160.59K	-14.64K	-70.52%
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.02%	4.04K	106.09K	156	+4.01%
Mar 31, 2025	BLACKROCK, INC.	2.05%	538.53K	14.13M	-8.11K	-1.48%
Mar 31, 2025	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.05%	11.84K	310.76K	425	+3.72%
Mar 31, 2025	EXCHANGE TRADED CONCEPTS, LLC	0.04%	9.45K	247.97K	9.45K	+100.00%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0.12%	32.15K	843.54K	-5.6K	-14.84%
Mar 31, 2025	LAZARD ASSET MANAGEMENT LLC	0.07%	19.21K	503K	7.53K	+64.44%
Mar 31, 2025	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.04%	9.84K	258.2K	-77	-0.78%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.04%	9.3K	243.9K	4.21K	+82.61%
Mar 31, 2025	CITIGROUP INC	0.03%	7.94K	208.35K	265	+3.45%
Mar 31, 2025	DEKABANK DEUTSCHE GIROZENTRALE	0.03%	6.84K	259K	0	0
Mar 31, 2025	FMR LLC	13.35%	3.51M	92.18M	588.46K	+20.12%
Mar 31, 2025	VANGUARD GROUP INC	1.51%	397.01K	10.42M	1.21K	+0.31%
Mar 31, 2025	AMERICAN CENTURY COMPANIES INC	0.95%	248.74K	6.53M	17.12K	+7.39%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.35%	91.87K	2.41M	-2.04K	-2.17%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.11%	29.95K	785.78K	-7.54K	-20.12%
Mar 31, 2025	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.83%	217.28K	5.7M	2.96K	+1.38%
Mar 31, 2025	EMPOWERED FUNDS, LLC	0.41%	108.27K	2.84M	5.14K	+4.98%
Mar 31, 2025	DENALI ADVISORS LLC	0.38%	101K	2.65M	8.75K	+9.49%
Mar 31, 2025	METLIFE INVESTMENT MANAGEMENT, LLC	0.02%	4.26K	111.78K	-2	-0.05%
Mar 31, 2025	UBS ASSET MANAGEMENT AMERICAS INC	0.03%	8.78K	230.39K	-5K	-36.28%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.36%	94.49K	2.48M	-143.81K	-60.35%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.34%	89.62K	2.35M	-6.96K	-7.21%
Mar 31, 2025	NORTHERN TRUST CORP	0.33%	86.27K	2.26M	-3.03K	-3.39%
Mar 31, 2025	MORGAN STANLEY	0.28%	72.56K	1.9M	-8.25K	-10.21%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.22%	56.9K	1.49M	-1.26K	-2.17%
Mar 31, 2025	ANCHOR CAPITAL ADVISORS LLC	0.19%	49.25K	1.29M	15.14K	+44.40%
Mar 31, 2025	SWISS NATIONAL BANK	0.06%	15.6K	409.34K	0	0
Mar 31, 2025	INVESCO LTD.	0.05%	13.94K	365.86K	-82.11K	-85.48%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.05%	13.4K	351.64K	311	+2.38%
Mar 31, 2025	RHUMBLINE ADVISERS	0.04%	10.57K	277.4K	219	+2.12%
Mar 31, 2025	STATE OF WISCONSIN INVESTMENT BOARD	0.04%	9.28K	243.59K	-1.9K	-16.99%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0.03%	8.32K	218.32K	600	+7.77%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.03%	7.93K	207.98K	4.22K	+113.75%
Mar 31, 2025	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.03%	7.3K	191.42K	0	0
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.03%	6.98K	183.05K	0	0
Mar 31, 2025	SG AMERICAS SECURITIES, LLC	0.02%	4.19K	110K	362	+9.45%
Mar 31, 2025	STATE STREET CORP	0.56%	147.9K	3.9M	-1.31K	-0.88%
Mar 31, 2024	GLOBEFLEX CAPITAL L P	0.18%	46.62K	1.72M	0	0
Mar 31, 2024	EXCHANGE TRADED CONCEPTS, LLC	0.04%	10.13K	373.35K	-4.8K	-32.18%
Mar 31, 2024	FEDERATION DES CAISSES DESJARDINS DU QUEBEC	0.04%	10.57K	389.57K	10.57K	+100.00%
Mar 31, 2024	RHUMBLINE ADVISERS	0.04%	10.93K	402.91K	316	+2.98%
Mar 31, 2024	SEIZERT CAPITAL PARTNERS, LLC	0.05%	12.21K	450.33K	0	0
Mar 31, 2024	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.05%	13.28K	489.63K	-3.49K	-20.80%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0.05%	13.6K	504.78K	2.74K	+25.24%
Mar 31, 2024	TWO SIGMA ADVISERS, LP	0.05%	14.4K	530.93K	-7.3K	-33.64%
Mar 31, 2024	SWISS NATIONAL BANK	0.06%	15.6K	575.17K	0	0
Mar 31, 2024	VERDAD ADVISERS, LP	0.08%	20.16K	743.23K	158	+0.79%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.08%	21.45K	790.85K	-2.94K	-12.04%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0.09%	23.06K	850K	-5	-0.02%
Mar 31, 2024	MARTINGALE ASSET MANAGEMENT L P	0.09%	23.41K	862.94K	0	0
Mar 31, 2024	ANCHOR CAPITAL ADVISORS LLC	0.1%	25.94K	956.56K	25.94K	+100.00%
Mar 31, 2024	INVESCO LTD.	0.1%	26.24K	967.43K	8.96K	+51.84%
Mar 31, 2024	FEDERATED HERMES, INC.	0.1%	27.33K	1.01M	-121	-0.44%
Mar 31, 2024	UBS GROUP AG	0.03%	8.85K	326.19K	-799	-8.28%
Mar 31, 2024	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.19%	51.09K	1.88M	-362	-0.70%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.21%	54.48K	2.01M	2.44K	+4.69%
Mar 31, 2024	DENALI ADVISORS LLC	0.24%	62.73K	2.31M	0	0
Mar 31, 2024	RUSSELL INVESTMENTS GROUP, LTD.	0.26%	69.55K	2.56M	4.31K	+6.60%
Mar 31, 2024	SCOPUS ASSET MANAGEMENT, L.P.	0.29%	75.5K	2.78M	-20K	-20.94%
Mar 31, 2024	MORGAN STANLEY	0.3%	77.88K	2.87M	-9.81K	-11.19%
Mar 31, 2024	NORTHERN TRUST CORP	0.3%	78.72K	2.9M	-4.23K	-5.09%
Mar 31, 2024	BOSTON PARTNERS	0.31%	80.65K	2.97M	-5.52K	-6.40%
Mar 31, 2024	EMPOWERED FUNDS, LLC	0.33%	86.54K	3.19M	10.19K	+13.35%
Mar 31, 2024	AMERICAN CENTURY COMPANIES INC	0.51%	134.26K	4.95M	20.53K	+18.06%
Mar 31, 2024	STATE STREET CORP	0.55%	145.55K	5.38M	5.94K	+4.26%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.64%	168.59K	6.22M	-9.28K	-5.22%
Mar 31, 2024	GEODE CAPITAL MANAGEMENT, LLC	0.68%	179.37K	6.61M	3.68K	+2.09%
Mar 31, 2024	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.77%	201.73K	7.44M	10.19K	+5.32%
Mar 31, 2024	ROYCE & ASSOCIATES LP	0.91%	238.4K	8.79M	1.09K	+0.46%
Mar 31, 2024	LSV ASSET MANAGEMENT	1.64%	431.58K	15.91M	-24.5K	-5.37%
Mar 31, 2024	BLACKROCK INC.	1.95%	511.65K	18.86M	-18.93K	-3.57%
Mar 31, 2024		0.04%	10.57K	389.57K	10.57K	+100.00%
Mar 31, 2024	VANGUARD GROUP INC	1.53%	401.4K	14.8M	-4.4K	-1.08%
Mar 31, 2024	WEALTHCOLLAB, LLC	0%	336	12.39K	0	0
Mar 31, 2024	METROPOLITAN LIFE INSURANCE CO/NY	0%	451	16.63K	0	0
Mar 31, 2024	AMERITAS INVESTMENT PARTNERS, INC.	0%	475	17.51M	0	0
Mar 31, 2024	GREAT WEST LIFE ASSURANCE CO /CAN/	0%	477	18K	0	0
Mar 31, 2024	ASSET DEDICATION, LLC	0%	705	26K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.01%	2.4K	88.41K	308	+14.74%
Mar 31, 2024	CITIGROUP INC	0.01%	2.91K	107.26K	637	+28.04%
Mar 31, 2024	AMERICAN INTERNATIONAL GROUP, INC.	0.01%	3.34K	123.26K	-28	-0.83%
Mar 31, 2024	BNP PARIBAS ARBITRAGE, SNC	0.01%	3.35K	123.4K	1.46K	+77.65%
Mar 31, 2024	METLIFE INVESTMENT MANAGEMENT, LLC	0.01%	3.89K	143.28K	0	0
Mar 31, 2024	LEGAL & GENERAL GROUP PLC	0.02%	4.65K	171.26M	-202	-4.17%
Mar 31, 2024	STRS OHIO	0.05%	12.7K	468K	-2.6K	-16.99%
Mar 31, 2024	DIMENSIONAL FUND ADVISORS LP	3.09%	812.95K	29.97M	13.6K	+1.70%
Mar 31, 2024	FMR LLC	9.46%	2.49M	91.7M	196.63K	+8.58%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.03%	6.61K	243.75K	-5.05K	-43.32%
Mar 31, 2024	UBS ASSET MANAGEMENT AMERICAS INC	0.03%	6.77K	249.57K	6.77K	+100.00%
Mar 31, 2024	DEKABANK DEUTSCHE GIROZENTRALE	0.03%	6.84K	259K	0	0
Mar 31, 2024	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	0.03%	7.04K	259.58K	7.04K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.03%	7.11K	261.96K	7.11K	+100.00%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0.03%	7.11K	262.15K	7.11K	+100.00%
Mar 31, 2024	CREDIT SUISSE AG/	0.03%	7.46K	274.98K	0	0
Mar 31, 2024	AQR CAPITAL MANAGEMENT LLC	0.03%	7.67K	282.83K	-19.54K	-71.81%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.03%	7.7K	283.75K	-458	-5.62%
Mar 31, 2024	JPMORGAN CHASE & CO	0.03%	7.72K	284.49K	1.45K	+23.14%
Mar 31, 2024	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.03%	7.76K	286.11K	-352	-4.34%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0.03%	8.41K	310K	-403	-4.57%
Dec 31, 2023	EMPOWERED FUNDS, LLC	0.29%	76.35K	2.14B	6.82K	+9.82%
Dec 31, 2023	DEKABANK DEUTSCHE GIROZENTRALE	0.03%	6.84K	192K	0	0
Dec 31, 2023	SQUAREPOINT OPS LLC	0.03%	7.24K	202.95K	-10.67K	-59.56%
Dec 31, 2023	BOSTON PARTNERS	0.33%	86.17K	2.41M	-11.63K	-11.89%
Dec 31, 2023	MORGAN STANLEY	0.33%	87.69K	2.46M	-16.56K	-15.89%
Dec 31, 2023	SCOPUS ASSET MANAGEMENT, L.P.	0.36%	95.5K	2.68M	-40K	-29.52%
Dec 31, 2023	AMERICAN CENTURY COMPANIES INC	0.43%	113.73K	3.19M	11.6K	+11.35%
Dec 31, 2023	STATE STREET CORP	0.53%	139.61K	3.93M	-805	-0.57%
Dec 31, 2023	GEODE CAPITAL MANAGEMENT, LLC	0.67%	175.69K	4.92M	5.92K	+3.49%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.68%	177.87K	4.98M	8.78K	+5.19%
Dec 31, 2023	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.73%	191.54K	5.37M	6.82K	+3.69%
Dec 31, 2023	ROYCE & ASSOCIATES LP	0.9%	237.3K	6.65M	3.52K	+1.50%
Dec 31, 2023	VANGUARD GROUP INC	1.54%	405.8K	11.37M	-3.97K	-0.97%
Dec 31, 2023	LSV ASSET MANAGEMENT	1.74%	456.08K	12.78M	-23.29K	-4.86%
Dec 31, 2023	BLACKROCK INC.	2.02%	530.57K	14.87M	29.08K	+5.80%
Dec 31, 2023	CREDIT SUISSE AG/	0.03%	7.46K	208.97K	7.46K	+100.00%
Dec 31, 2023	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	0.03%	8.11K	227.3K	-377	-4.44%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.03%	8.15K	228.48K	-2.3K	-22.02%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0.03%	8.81K	246.88K	218	+2.54%
Dec 31, 2023	STATE OF WISCONSIN INVESTMENT BOARD	0.04%	9.56K	267.73K	9.56K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.04%	9.65K	270.28K	3.94K	+69.14%
Dec 31, 2023	GSA CAPITAL PARTNERS LLP	0.04%	9.74K	273K	9.74K	+100.00%
Dec 31, 2023	RHUMBLINE ADVISERS	0.04%	10.61K	297.34K	-2	-0.02%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.04%	10.86K	304.35K	834	+8.32%
Dec 31, 2023	DIMENSIONAL FUND ADVISORS LP	3.04%	799.35K	22.4M	12.83K	+1.63%
Dec 31, 2023	BARCLAYS PLC	0.04%	11K	307K	8.37K	+318.53%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.04%	11.66K	326.83K	3.75K	+47.37%
Dec 31, 2023	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	0.05%	11.94K	334.5K	-277	-2.27%
Dec 31, 2023	SEIZERT CAPITAL PARTNERS, LLC	0.05%	12.21K	342.24K	30	+0.25%
Dec 31, 2023	TWO SIGMA INVESTMENTS, LP	0.05%	13.26K	371.57K	3.17K	+31.40%
Dec 31, 2023	EXCHANGE TRADED CONCEPTS, LLC	0.06%	14.93K	418.34K	416	+2.87%
Dec 31, 2023	NORTHERN TRUST CORP	0.32%	82.94K	2.32M	6.99K	+9.20%
Dec 31, 2023	STRS OHIO	0.06%	15.3K	428K	-2.2K	-12.57%
Dec 31, 2023	SWISS NATIONAL BANK	0.06%	15.6K	437.11K	-1.4K	-8.24%
Dec 31, 2023	PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.06%	16.77K	469.81K	16.77K	+100.00%
Dec 31, 2023	FMR LLC	8.71%	2.29M	64.18M	175.16K	+8.28%
Dec 31, 2023	INVESCO LTD.	0.07%	17.28K	484.21K	-7.02K	-28.88%
Dec 31, 2023	VERDAD ADVISERS, LP	0.08%	20K	560.4K	-5K	-20.00%
Dec 31, 2023	TWO SIGMA ADVISERS, LP	0.08%	21.7K	608.03K	-1.4K	-6.06%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0.09%	23.06K	646K	22	+0.10%
Dec 31, 2023	MARTINGALE ASSET MANAGEMENT L P	0.09%	23.41K	655.81K	-199	-0.84%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.09%	24.38K	683.27K	6.54K	+36.63%
Dec 31, 2023	AQR CAPITAL MANAGEMENT LLC	0.1%	27.21K	762.34K	-29.51K	-52.03%
Dec 31, 2023	FEDERATED HERMES, INC.	0.1%	27.45K	769.26K	-6.9K	-20.08%
Dec 31, 2023	JANUS HENDERSON GROUP PLC	0.12%	32.29K	904.85K	3.16K	+10.86%
Dec 31, 2023	GLOBEFLEX CAPITAL L P	0.18%	46.62K	1.31M	0	0
Dec 31, 2023	BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC	0.2%	51.45K	1.44M	-5.29K	-9.32%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.2%	52.04K	1.46M	-2.23K	-4.10%
Dec 31, 2023	DENALI ADVISORS LLC	0.24%	62.73K	1.76M	-4.6K	-6.83%
Dec 31, 2023	RUSSELL INVESTMENTS GROUP, LTD.	0.25%	65.24K	1.83M	7.2K	+12.41%

Insiders

Among the ULH insiders holding of 74.62% of the stake in company, ROGERS JEFF, Chief Executive Officer, holds the largest shares of 41K. WOLFE H.E., director, is the second largest ULH insider with ownership of 25K shares. URBAN RICHARD P, , stands third with possession of 10K shares of that stake.

Insiders	Designation	Shares Held
ROGERS JEFF	Chief Executive Officer	41K
WOLFE H.E.	director	25K
URBAN RICHARD P		10K
SULLIVAN DANIEL C	director	2K
CASAROLL JOSEPH J	director	500
COCHRAN DONALD B	Chief Executive Officer	100
MOROUN MATTHEW T		0
MOROUN NORA M.	10 percent owner	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Aug 01, 2023	MOROUN MATTHEW T	SALE	24.62	3.2M	78.77M	0
Mar 11, 2022	URBAN RICHARD P	PURCHASE	20.49	5K	102.45K	10K
Dec 20, 2021	MOROUN NORA M.	SALE	14.94	3.09M	46.18M	0
Dec 20, 2021	MOROUN MATTHEW T	PURCHASE	14.94	3.09M	46.18M	3.87M
Jun 18, 2021	MOROUN MATTHEW T	SALE	21.00	417.76K	8.77M	0
Dec 10, 2020	MOROUN MATTHEW T	PURCHASE	19.45	1.47M	28.62M	14.3M
Aug 07, 2018	ROGERS JEFF	SALE	35.25	7.5K	264.38K	41K
Aug 07, 2018	WOLFE H.E.	SALE	35.25	10.07K	354.79K	25K
Mar 09, 2018	ROGERS JEFF	PURCHASE	21.70	1K	21.7K	48.5K
Nov 05, 2017	WOLFE H.E.	SALE	22.00	17.5K	385K	35.07K
Aug 19, 2015	ROGERS JEFF	SALE	20.33	2.5K	50.83K	27.5K
Mar 06, 2015	WOLFE H.E.	SALE	24.90	25K	622.5K	52.57K
Aug 07, 2014	WOLFE H.E.	SALE	24.07	7.5K	180.53K	78.85K
Mar 10, 2014	WOLFE H.E.	SALE	27.49	5K	137.45K	86.35K
Feb 27, 2013	SULLIVAN DANIEL C	PURCHASE	18.33	1K	18.33K	2K
Nov 28, 2012	CASAROLL JOSEPH J	PURCHASE	15.54	500	7.77K	500
Nov 13, 2012	CASAROLL JOSEPH J	SALE	16.24	500	8.12K	0
May 17, 2011	URBAN RICHARD P	PURCHASE	15.50	5K	77.5K	5K
Oct 28, 2008	COCHRAN DONALD B	PURCHASE	12.51	100	1.25K	100
Aug 02, 2007	COCHRAN DONALD B	PURCHASE	18.97	100	1.9K	500
Aug 01, 2007	SULLIVAN DANIEL C	PURCHASE	18.09	1K	18.09K	1K
Mar 31, 2005	CASAROLL JOSEPH J	PURCHASE	22.78	500	11.39K	500

Frequently Asked Questions