UHALB Institutionellt ägande, säljare - U-Haul Holding Company

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum	Källa	Investerare	Typ	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-06-26	NP	DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		293 927	−6,80	16 107	−21,11
2025-08-28	NP	CFA - VictoryShares US 500 Volatility Wtd ETF		17 366	−2,44	944	−10,35
2025-08-27	NP	Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)		224 115	−3,86	12 185	−11,67
2025-07-17	13F	Greenleaf Trust		12 689	−14,71	690	−21,70
2025-08-11	13F	Covestor Ltd		193	−0,52	0
2025-06-25	NP	WRAAX - Wilmington Global Alpha Equities Fund Class A Shares		2 628	−4,40	144	−18,64
2025-08-12	13F	O'shaughnessy Asset Management, Llc		7 786	−13,59	423	−20,64
2025-08-14	13F	Alliancebernstein L.p.		35 152	−1,08	1 911	−9,13
2025-07-18	13F	Robeco Institutional Asset Management B.V.		0	−100,00	0
2025-08-27	NP	NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2 369 779	−1,94	128 845	−9,91
2025-08-11	13F	Principal Securities, Inc.		0	−100,00	0
2025-08-19	NP	GARTX - Goldman Sachs Absolute Return Tracker Fund Class A		747	−57,39	41	−61,17
2025-07-22	NP	GVUS - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF		799	−9,51	46	−16,67
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB		3 432	−10,16	187	−17,70
2025-08-12	13F	Handelsbanken Fonder AB		25 500	−6,25	1	0,00
2025-08-15	13F	Great West Life Assurance Co /can/		20 568	−4,08	1	0,00
2025-08-28	NP	TPLE - Timothy Plan US Large/Mid Cap Core Enhanced ETF		1 162	−68,22	63	−70,83
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		77 260	−11,11	4 234	−24,77
2025-08-26	NP	VVIMX - Voya VACS Index Series MC Portfolio		3 038	−32,25	165	−37,74
2025-08-12	13F	CIBC Private Wealth Group, LLC		936	−8,50	51	−5,66
2025-06-26	NP	JHML - John Hancock Multifactor Large Cap ETF		3 847	−0,21	211	−15,66
2025-08-13	13F	Northwestern Mutual Wealth Management Co		3 881	−7,33	211	−14,57
2025-07-29	13F	Tweedy, Browne Co LLC		475 351	−1,06	25 845	−9,10
2025-08-19	NP	LOGIX - Scharf Fund Institutional Class		194 285	−1,00	10 563	−9,05
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5 790	−17,17	317	−29,87
2025-08-14	13F	Holocene Advisors, LP		13 314	−50,03	724	−54,12
2025-08-22	NP	MIMPX - Global Strategist Portfolio Class I		50	−1,96	3	−33,33
2025-08-06	13F	Resona Asset Management Co.,Ltd.		29 633	−0,56	1 614	−8,46
2025-08-08	13F	Mv Capital Management, Inc.		0	−100,00	0
2025-08-14	13F	Oddo Bhf Asset Management Sas		19 025	−6,17	1 034	−13,76
2025-06-27	NP	CSD - Invesco S&P Spin-Off ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		46 941	−21,03	2 572	−33,16
2025-04-24	13F	BSW Wealth Partners		0	−100,00	0	−100,00
2025-05-15	13F	Eminence Capital, Lp		0	−100,00	0
2025-08-14	13F	Saudi Central Bank		0	−100,00	0
2025-06-26	NP	TSLCX - Transamerica Small Cap Value C		6 250	−6,02	342	−20,47
2025-05-14	13F	Susquehanna International Group, Llp	Call	0	−100,00	0	−100,00
2025-07-31	13F	Sumitomo Mitsui Trust Holdings, Inc.		175 195	−1,31	9 525	−9,33
2025-05-15	13F	Squarepoint Ops LLC		0	−100,00	0
2025-07-31	13F	CVA Family Office, LLC		900	−0,99	49	−9,43
2025-08-11	13F	EntryPoint Capital, LLC		5 860	−20,84	319	−27,40
2025-08-12	13F	Deutsche Bank Ag\		118 825	−0,35	6 461	−8,46
2025-08-14	13F	Quarry LP		0	−100,00	0
2025-08-15	13F	Tower Research Capital LLC (TRC)		330	−79,77	18	−82,29
2025-08-28	NP	CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF		13 726	−2,49	746	−10,44
2025-07-07	13F	Versant Capital Management, Inc		96	−15,79	5	−16,67
2025-04-14	13F	Old National Bancorp /in/		0	−100,00	0
2025-08-13	13F	Quadrant Capital Group Llc		0	−100,00	0
2025-08-12	13F	Pathstone Holdings, LLC		6 066	−0,61	330	−8,86
2025-06-26	NP	DFAT - Dimensional U.S. Targeted Value ETF		406 685	−3,76	22 286	−18,54
2025-08-12	13F	Aigen Investment Management, Lp		0	−100,00	0
2025-08-27	NP	ARTQX - Artisan Mid Cap Value Fund Investor Shares		536 510	−2,20	29 170	−10,15
2025-07-23	NP	SMVLX - Smead Value Fund Investor Class Shares		2 092 923	−0,63	119 380	−7,91
2025-08-13	13F	Renaissance Technologies Llc		95 000	−17,03	5 165	−23,78
2025-08-13	13F	Korea Investment CORP		10 694	−13,01	581	−20,08
2025-08-08	13F	Atlantic Trust, LLC		14	−74,55	1	−100,00
2025-08-14	13F/A	Skopos Labs, Inc.		170	−48,17	9	−52,63
2025-07-10	13F	Global Financial Private Client, LLC		0	−100,00	0
2025-07-24	13F	IFP Advisors, Inc		11	−95,26	1	−100,00
2025-08-18	NP	PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P		2 248	−8,47	122	−15,86
2025-06-26	NP	FDVLX - Fidelity Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		661 225	−4,31	36 235	−19,00
2025-08-12	13F	Nuveen, LLC		143 928	−25,68	7 825	−31,72
2025-08-25	13F/A	Neuberger Berman Group LLC		16 191	−9,51	880	−16,82
2025-06-24	NP	TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2 198	−1,26	120	−16,67
2025-06-23	NP	DSI - iShares MSCI KLD 400 Social ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		16 154	−4,04	885	−18,73
2025-08-06	13F	SOUTH STATE Corp		15	−51,61	1	−100,00
2025-08-12	13F	Dimensional Fund Advisors Lp		3 478 925	−1,03	189 159	−9,06
2025-05-16	13F	Arete Wealth Advisors, LLC		0	−100,00	0
2025-08-27	NP	JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)		6 895	−25,62	375	−31,75
2025-08-11	13F	Citigroup Inc		20 531	−1,13	1 116	−9,12
2025-06-26	NP	USMIX - Extended Market Index Fund		12 964	−2,19	710	−17,25
2025-07-18	13F	Institute for Wealth Management, LLC.		15 072	−1,79	819	−9,80
2025-08-20	NP	QMNIX - AQR Equity Market Neutral Fund Class I	Short	−43 735	103,58	−2 378	87,02
2025-05-14	13F	OMERS ADMINISTRATION Corp		0	−100,00	0
2025-08-14	13F	Wellington Management Group Llp		412 164	−11,87	22 409	−19,03
2025-08-08	13F	Pnc Financial Services Group, Inc.		3 967	−27,12	216	−33,23
2025-08-27	NP	CSMEX - Carillon Scout Mid Cap Fund Class A		272 111	−6,25	14 795	−13,87
2025-08-14	13F	Brasada Capital Management, Lp		28 114	−5,10	1 596	2,97
2025-07-25	13F	JustInvest LLC		11 580	−33,57	630	−38,99
2025-08-08	13F	Capital Investment Advisory Services, LLC		0	−100,00	0
2025-08-12	13F	Viawealth, Llc		6 064	−4,83	330	−12,73
2025-05-29	NP	JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)		7 055	−11,35	418	−18,07
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio		60 528	−8,97	3 291	−16,39
2025-07-29	NP	CLSE - Convergence Long/Short Equity ETF	Short	−4 982	−23,58	−284	−29,18
2025-06-25	NP	FXD - First Trust Consumer Discretionary AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		45 605	−77,51	2 499	−80,96
2025-08-08	13F	SG Americas Securities, LLC		6 415	−31,70	0
2025-07-28	13F	Private Wealth Asset Management, LLC		2 720	−0,66	148	−9,26
2025-08-28	NP	IWP - iShares Russell Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		252 739	−1,69	13 741	−9,68
2025-08-13	13F	Lansforsakringar Fondforvaltning AB (publ)		30 761	−1,08	1 672	−9,13
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB		4 115	−5,62	224	−13,57
2025-08-27	NP	OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio		840	−13,40	46	−21,05
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		30 589	−0,73	1 676	−15,95
2025-08-08	13F	Intech Investment Management Llc		7 972	−10,39	433	−17,68
2025-08-14	13F	Ancora Advisors, LLC		14 288	−4,19	777	−12,02
2025-08-25	NP	MDDAX - MassMutual Select Diversified Value Fund Class A		6 500	−1,52	353	−9,49
2025-08-12	13F	Corebridge Financial, Inc.		0	−100,00	0
2025-08-05	13F	Bank of New York Mellon Corp		345 721	−10,61	18 797	−17,88
2025-07-21	13F	Quent Capital, LLC		0	−100,00	0
2025-08-06	13F	First Horizon Advisors, Inc.		517	−3,36	28	−9,68
2025-08-13	13F	MetLife Investment Management, LLC		0	−100,00	0
2025-08-14	13F	Stifel Financial Corp		18 136	−3,54	986	−11,33
2025-06-26	NP	BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		89	−54,59	5	−66,67
2025-08-14	13F	Manufacturers Life Insurance Company, The		21 157	−5,23	1 150	−12,94
2025-08-26	NP	IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		26 516	−0,76	1 442	−8,86
2025-08-08	13F	Oak Thistle LLC		0	−100,00	0
2025-08-14	13F	Jane Street Group, Llc		0	−100,00	0
2025-07-28	13F	Td Asset Management Inc		8 519	−6,58	463	−14,10
2025-08-12	13F	Jpmorgan Chase & Co		72 976	−17,28	3 968	−24,00
2025-07-09	13F	Norman Fields, Gottscho Capital Management, LLC		12 164	−37,13	1	−100,00
2025-04-21	13F	Nelson, Van Denburg & Campbell Wealth Management Group, LLC		0	−100,00	0
2025-08-01	13F	Bessemer Group Inc		0	−100,00	0
2025-08-29	NP	STXV - Strive 1000 Value ETF		172	−42,47	9	−47,06
2025-08-27	13F/A	Putney Financial Group LLC		297	−67,65	16	−70,37
2025-08-13	13F	First Trust Advisors Lp		97 270	−23,44	5 289	−29,66
2025-08-25	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1		123	−23,60	7	−33,33
2025-08-26	NP	IWD - iShares Russell 1000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		139 302	−0,73	7 574	−8,80
2025-08-04	13F	Keybank National Association/oh		4 607	−14,56	250	−21,63
2025-08-14	13F/A	Barclays Plc		64 737	−1,81	4	0,00
2025-05-15	13F	Brevan Howard Capital Management LP		0	−100,00	0
2025-08-14	13F	Cibc World Markets Corp		4 042	−8,47	220	−16,09
2025-08-13	13F	Bank Of Nova Scotia		0	−100,00	0
2025-07-28	13F	BRYN MAWR TRUST Co		297	−76,11	16	−78,08
2025-08-05	13F	Key FInancial Inc		0	−100,00	0
2025-06-25	NP	BKMC - BNY Mellon US Mid Cap Core Equity ETF		10 684	−30,42	585	−41,15
2025-07-14	13F	AdvisorNet Financial, Inc		730	−3,95	40	−11,36
2025-05-15	13F	Logan Stone Capital, LLC		0	−100,00	0
2025-05-15	13F	Punch & Associates Investment Management, Inc.		0	−100,00	0
2025-08-12	13F	Artisan Partners Limited Partnership		1 319 714	−1,25	71 753	−9,27
2025-06-26	NP	DFVX - Dimensional US Large Cap Vector ETF		3 219	−1,56	176	−16,59
2025-08-25	NP	VVSIX - Venerable US Large Cap Strategic Equity Fund Class I		10 704	−0,19	582	−8,36
2025-06-25	NP	ILCB - iShares Morningstar Large-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1 861	−16,21	102	−29,37
2025-07-18	13F	RK Asset Management, LLC		52 966	−4,95	3	−33,33
2025-08-07	13F	Hughes Financial Services, LLC		7	−50,00	0
2025-08-14	13F	Smartleaf Asset Management LLC		231	−40,77	13	−45,45
2025-05-15	13F	Impactive Capital LP		0	−100,00	0
2025-08-14	13F	Citadel Advisors Llc	Call	0	−100,00	0
2025-08-14	13F	Citadel Advisors Llc	Put	0	−100,00	0
2025-06-26	NP	ILCG - iShares Morningstar Large-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4 097	−0,17	225	−15,47
2025-06-26	NP	DFLV - Dimensional US Large Cap Value ETF		27 366	−6,39	1 500	−20,77
2025-05-02	13F	Apollon Wealth Management, LLC		0	−100,00	0
2025-06-23	NP	PPUMX - LargeCap Growth Fund I R-3		2 225	−26,69	122	−38,27
2025-08-11	13F	Vanguard Group Inc		9 077 996	−0,53	493 571	−8,61
2025-08-12	13F	Global Retirement Partners, LLC		0	−100,00	0
2025-06-26	NP	FAVFX - Fidelity Advisor Value Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		27 797	−0,36	1 523	−15,67
2025-08-12	13F	Oppenheimer & Close, LLC		45 579	−1,29	2 478	−9,30
2025-08-15	13F	Zuckerman Investment Group, LLC		0	−100,00	0
2025-07-25	NP	KOKU - Xtrackers MSCI Kokusai Equity ETF		839	−0,47	48	−7,84
2025-08-14	13F	Treasurer of the State of North Carolina		47 241	−10,81	3	−33,33
2025-08-28	NP	SLGFX - SIMT Large Cap Index Fund Class F		2 033	−4,69	111	−12,70
2025-05-28	NP	QCSTRX - Stock Account Class R1		514	−87,02	30	−88,14
2025-08-14	13F	Sei Investments Co		9 862	−1,11	536	−9,15
2025-07-24	NP	FSOAX - Fidelity Advisor Value Strategies Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		275 100	−5,79	15 692	−12,69
2025-06-26	NP	DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		402 164	−9,25	22 039	−23,19
2025-05-09	13F	Argent Trust Co		0	−100,00	0
2025-07-25	13F	Cwm, Llc		1 035	−19,83	0
2025-08-12	13F	Segall Bryant & Hamill, Llc		0	−100,00	0
2025-07-22	13F	Miracle Mile Advisors, LLC		19 397	−24,72	1 055	−30,84
2025-08-29	NP	SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund		11 881	−27,27	646	−33,23
2025-08-14	13F	State Street Corp		2 233 778	−3,25	121 451	−11,12
2025-07-25	NP	RPMAX - Reinhart Genesis PMV Fund Investor Class		307 187	−4,95	17 522	−11,92
2025-06-26	NP	TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class		20 817	−2,66	1 141	−17,63
2025-06-25	NP	FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		40 860	−3,48	2 239	−18,28
2025-08-05	13F	Huntington National Bank		7	−79,41	0	−100,00
2025-08-26	NP	IRGJX - Voya RussellTM Mid Cap Growth Index Portfolio Class I		12 588	−4,59	684	−12,31
2025-08-06	13F	Yacktman Asset Management Lp		5 986 465	−0,14	325 484	−8,26
2025-08-14	13F	Janus Henderson Group Plc		8 444	−5,12	458	−12,79
2025-07-10	13F	Sumitomo Mitsui DS Asset Management Company, Ltd		6 448	−0,59	351	−8,62
2025-08-14	13F	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp		15 266	−17,74	830	−24,41
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB		5 165	−7,02	281	−14,63
2025-05-06	13F	Cetera Investment Advisers		0	−100,00	0
2025-07-29	NP	GBFFX - GMO Benchmark-Free Fund Class III	Short	−801		−46
2025-07-31	13F	Quest Partners LLC		0	−100,00	0
2025-07-17	13F	Lakewood Asset Management LLC		44 006	−0,59	2 393	−8,67
2025-07-15	13F	SJS Investment Consulting Inc.		19	−26,92	1	0,00
2025-08-14	13F	Susquehanna Fundamental Investments, Llc		0	−100,00	0
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class		74 426	−8,71	4 047	−16,13
2025-08-27	NP	VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1 512 492	−3,68	82 234	−11,51
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		27 421	−6,83	1 503	−21,15
2025-07-16	13F	Signaturefd, Llc		1 368	−4,40	74	−11,90
2025-08-14	13F	Xponance, Inc.		13 852	−0,53	753	−8,62
2025-08-14	13F	Susquehanna International Group, Llp		105 713	−24,05	5 748	−30,23
2025-08-28	NP	ONEV - SPDR Russell 1000 Low Volatility Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5 002	−33,16	272	−38,69
2025-07-21	13F	Riverview Trust Co		0	−100,00	0
2025-07-14	13F	Scharf Investments, Llc		148 257	−84,96	8 978	−84,61
2025-06-26	NP	DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		65 482	−2,32	3 588	−17,31
2025-08-13	13F	Northern Trust Corp		595 601	−26,00	32 383	−32,02
2025-07-28	NP	AVLV - Avantis U.S. Large Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		17 302	−8,39	987	−15,15
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		16 546	−15,86	907	−28,83
2025-08-08	13F	Vestcor Inc		2 016	−0,44	0
2025-07-28	NP	AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		38 238	−1,29	2 181	−8,52
2025-06-23	NP	PPQMX - MidCap Growth Fund III R-3		463	−24,10	25	−35,90
2025-08-15	13F	CI Private Wealth, LLC		20 946	−41,72	1 139	−46,47
2025-08-13	13F	Long Pond Capital, LP		0	−100,00	0
2025-08-26	NP	IWF - iShares Russell 1000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		145 684	−9,89	7 921	−17,22
2025-08-11	13F	Universal- Beteiligungs- und Servicegesellschaft mbH		96 040	−0,35	5 222	−8,45
2025-08-27	NP	BBGSX - Bridge Builder Small/Mid Cap Growth Fund		7 543	−3,26	410	−11,06
2025-07-29	NP	GAAVX - GMO Alternative Allocation Fund Class VI	Short	−4 972		−284
2025-08-12	13F	Coldstream Capital Management Inc		0	−100,00	0
2025-06-23	NP	VLUE - iShares Edge MSCI USA Value Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		104 208	−5,96	5 711	−20,41
2025-05-05	13F	Los Angeles Capital Management Llc		0	−100,00	0
2025-07-25	NP	RPMMX - Reinhart Mid Cap PMV Fund Investor Class		57 140	−3,87	3 259	−10,91
2025-08-07	13F	Zurcher Kantonalbank (Zurich Cantonalbank)		18 158	−3,09	987	−10,92
2025-06-24	NP	BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF		45 320	−1,39	2 484	−16,54
2025-07-17	13F	Janney Capital Management LLC		5 905	−11,48	0
2025-08-14	13F	Trian Fund Management, L.p.		338 031	−69,94	18 379	−72,39
2025-08-20	NP	QLEIX - AQR Long-Short Equity Fund Class I	Short	−92 885	91,01	−5 050	75,53
2025-08-14	13F	Ameriprise Financial Inc		54 771	−10,82	2 978	−18,08
2025-05-06	13F	Roundview Capital LLC		0	−100,00	0
2025-07-25	13F	Hemington Wealth Management		183	−10,73	0
2025-08-13	13F	Victory Capital Management Inc		65 534	−48,89	3 563	−53,04
2025-05-08	13F	IFG Advisory, LLC		0	−100,00	0
2025-07-29	NP	NELAX - Nuveen Equity Long/Short Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	Short	−8 100	6,58	−462	−1,07
2025-08-01	13F	Financial Counselors Inc		0	−100,00	0
2025-07-31	13F/A	Avion Wealth		9	−57,14	0
2025-07-25	NP	CZMVX - Multi-Manager Value Strategies Fund Institutional Class		40 740	−13,97	2 324	−20,28
2025-07-09	13F	Reinhart Partners, Inc.		1 752 270	−0,23	95 272	−8,34
2025-08-14	13F	Knightsbridge Asset Management, Llc		51 349	−0,57	2 792	−8,67
2025-06-26	NP	Dfa Investment Trust Co - The U.s. Large Cap Value Series This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		564 201	−12,38	30 918	−25,83
2025-05-09	13F	R Squared Ltd		0	−100,00	0
2025-08-28	NP	SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		33 396	−15,01	1 816	−21,94
2025-06-23	NP	IYC - iShares U.S. Consumer Services ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		22 764	−17,60	1 247	−30,26
2025-07-17	13F	Janney Montgomery Scott LLC		22 498	−26,89	1	0,00
2025-08-19	13F	National Asset Management, Inc.		0	−100,00	0
2025-09-04	13F/A	Advisor Group Holdings, Inc.		6 838	−0,36	372	−8,62
2025-07-24	13F	Jfs Wealth Advisors, Llc		93	−25,60	5	−28,57
2025-08-27	NP	JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)		6 868	−6,61	373	−14,25
2025-07-24	NP	FSRFX - Transportation Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		99 436	−3,59	5 672	−10,66
2025-05-29	NP	CUSUX - Six Circles U.S. Unconstrained Equity Fund		2 230	−85,13	132	−86,35
2025-08-14	13F	Principia Wealth Advisory, LLC		0	−100,00	0
2025-08-12	13F	Brandywine Global Investment Management, LLC		116 146	−2,15	6 315	−10,11
2025-06-26	NP	FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		23 236	−14,54	1 273	−27,67
2025-07-08	13F	Parallel Advisors, LLC		1 961	−0,46	107	−8,62
2025-07-30	13F	Schwartz Investment Counsel Inc		0	−100,00	0
2025-08-14	13F	Bayberry Capital Partners LP		425 141	−1,82	23 115	−9,80
2025-08-05	13F	State Of Michigan Retirement System		0	−100,00	0
2025-08-14	13F	Raymond James Financial Inc		337 933	−5,11	18 373	−12,83
2025-08-13	13F	Capula Management Ltd		80 935	−17,63	4 400	−24,33
2025-07-28	13F	Applied Fundamental Research, LLC		170 824	−12,04	9 288	−19,19
2025-07-25	NP	DEUS - Xtrackers Russell 1000 Comprehensive Factor ETF		595	−9,98	34	−17,50
2025-05-14	13F	Keeley-Teton Advisors, LLC		89 028	−8,06	5 269	−15,05
2025-07-16	13F	Highline Wealth Partners Llc		0	−100,00	0
2025-06-26	NP	DFUV - Dimensional US Marketwide Value ETF		136 428	−18,21	7 476	−30,76
2025-08-13	13F	Invesco Ltd.		180 212	−3,66	9 798	−11,49
2025-08-04	13F	Spire Wealth Management		243	−9,33	13	−13,33
2025-08-26	NP	TLSTX - Stock Index Fund		1 022	−31,32	56	−37,50
2025-08-08	13F	Mitsubishi UFJ Trust & Banking Corp		44 268	−6,19	2 407	−13,83
2025-08-06	13F	True Wealth Design, LLC		25	−3,85	1	0,00
2025-08-26	NP	TRMNX - T. Rowe Price Mid-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5 820	−0,39	316	−8,41
2025-08-08	13F	Principal Financial Group Inc		4 787	−16,12	260	−22,85
2025-08-25	NP	MML Series Investment Fund II - MML Equity Fund Initial Class		16 700	−1,76	908	−9,84
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		63 519	−2,81	3 454	−10,71
2025-07-29	13F	Private Wealth Management Group, LLC		40	−38,46	2	−33,33
2025-08-13	13F	Ostrum Asset Management		417	−3,02	23	−12,00

UHALB / U-Haul Holding Company - Series N - Institutionellt ägande - Säljare

Institutionellt ägande och fondägande - Säljare