Skip to content

ULS UL SOLUTIONS INC

Follow

CLASS A COM SHS (common), issuer CIK 1901440

375 managers (391 13F filers) reported a position in ULS shares at 2026-06-30, 88,058,823 shares in all. 70 filers opened a position and 49 filers sold out during the quarter.

Managers
375
13F filers
391
New
70
Added
160
Reduced
106
Sold out
49
Shares held by filers
88,058,823

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
State of Alaska, Department of Revenue7,624$776K0.01%-8113F-HRTimeline
DAVENPORT & Co LLC7,548$769K<0.01%+1,44213F-HRTimeline
State of Wyoming7,529$767K0.08%+4,67113F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC7,525$766K0.04%-80013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,442$758K0.01%+4,46913F-HRTimelineGroup
Cynosure Group, LLC7,320$746K0.11%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…7,288$742K<0.01%+29013F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT7,062$719K0.07%+14313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…7,012$714K<0.01%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp6,850$698K0.08%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC6,721$685K<0.01%+2,53913F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC6,422$654K0.01%new13F-HRTimelineGroup
LVW Advisors, LLC6,253$637K0.06%-21213F-HRTimeline
Cambridge Investment Research Advisors,…6,235$635K<0.01%+1,36013F-HR/ATimeline
CHESAPEAKE CAPITAL CORP /IL/6,179$629K0.34%-8513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,166$628K<0.01%+20313F-HRTimelineGroup
Perpetual Ltdin group Perpetual Ltd6,120$623K0.01%013F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC6,032$614K<0.01%+8113F-HRTimelineGroup
WEALTH ALLIANCE, LLC6,026$614K0.05%+1,12813F-HRTimeline
SIMPLEX TRADING, LLC5,928$604K0.02%+4,40613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,591$575K<0.01%+1,56513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC5,391$549K<0.01%-15,09513F-HRTimelineGroup
AMICA MUTUAL INSURANCE CO5,061$516K0.04%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC5,042$514K0.01%-11,07013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,040$513K<0.01%+1,24913F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC5,694$500K0.02%013F-HRTimeline
Amundiin group Amundi4,758$485K<0.01%+2,01913F-HRTimelineGroup
Tranquility Partners, LLC3,400$472K0.16%+15013F-HRTimeline
Bridgefront Capital, LLC4,508$459K0.12%new13F-HRTimeline
Sequoia Financial Advisors, LLC4,404$449K<0.01%+21713F-HRTimeline
Advisory Services Network, LLC4,347$443K0.01%+4,17113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP4,341$442K<0.01%+1,25413F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,278$436K<0.01%new13F-HR/ATimeline
Maryland State Retirement & Pension Sys…4,211$429K0.01%new13F-HRTimeline
Sowell Financial Services LLC4,068$414K0.01%+213F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA4,043$412K0.01%+7213F-HRTimelineGroup
Utah Retirement Systems4,004$408K<0.01%new13F-HRTimeline
Thrive Wealth Management, LLC3,931$400K0.05%+57813F-HRTimeline
Impact Capital Partners LLC3,866$394K0.11%-2,85413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,008$391K0.02%+41013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,775$385K<0.01%new13F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA3,742$381K<0.01%-1,85613F-HRTimelineGroup
Simplicity Wealth,LLC3,560$363K0.01%new13F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC3,509$357K<0.01%new13F-HRTimeline
Clark Capital Management Group, Inc.3,498$356K<0.01%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC3,985$356K0.01%+32913F-HRTimelineGroup
iA Global Asset Management Inc.3,358$342K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,357$342K<0.01%-2,39113F-HRTimelineGroup
Financiere des Professionnels - Fonds d…3,293$335K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,287$335K<0.01%+1,29113F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,238$330K<0.01%new13F-HRTimeline
Patten Group, Inc.3,203$326K0.05%new13F-HRTimeline
Aureus Asset Management, LLC3,114$317K0.02%013F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV3,075$313K0.16%013F-HRTimeline
ProShare Advisors LLC3,069$313K<0.01%-2813F-HRTimeline
Legacy Wealth Advisors, LLC2,995$305K0.13%new13F-HRTimeline
Nykredit A/Sin group Nykredit A/S2,977$303K<0.01%13F-HR/ATimelineGroup
Wellspring Financial Advisors, LLC2,974$303K0.02%-26613F-HRTimeline
SBI Okasan Asset Management Co.Ltd.3,000$300K0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC2,927$298K0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,917$297K<0.01%-11013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC2,907$296K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,878$293K0.01%-42813F-HRTimelineGroup
SageView Advisory Group, LLC2,799$285K0.01%+2313F-HRTimeline
MASTERINVEST Kapitalanlage GmbH2,751$280K0.02%+20913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,750$280K0.02%-2113F-HRTimeline
OneAscent Investment Solutions LLCin group OneAscent Financial Services …2,731$278K0.26%new13F-HRTimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…2,715$277K0.01%new13F-HRTimelineGroup
Pacific Excel Wealth Advisors, Inc.2,587$264K0.1%new13F-HRTimeline
Heritage Family Offices, LLP2,587$264K0.1%-78613F-HRTimeline
CENTAURUS FINANCIAL, INC.2,509$256K0.01%-713F-HRTimeline
KBC Group NVin group KBC Group NV2,444$249K<0.01%013F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT2,437$248K<0.01%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC2,412$246K<0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…2,408$245K0.03%+313F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC2,401$245K0.01%013F-HRTimeline
CIBC Asset Management Inc2,390$243K<0.01%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,351$239K0.02%new13F-HRTimeline
Perigon Wealth Management, LLC2,341$238K<0.01%new13F-HRTimeline
Vise Technologies, Inc.2,286$233K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,342$232K<0.01%+79813F-HRTimelineGroup
North Dakota State Investment Board2,262$230K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,122$216K<0.01%+1,51013F-HRTimelineGroup
DEARBORN PARTNERS LLC2,075$211K0.01%new13F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK2,064$210K<0.01%new13F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC2,054$208K0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…2,000$204K<0.01%013F-HRTimeline
Choate Investment Advisors2,000$204K<0.01%new13F-HRTimeline
Eagle Bay Advisors LLC1,972$201K0.15%new13F-HRTimeline
TFC Financial Management, Inc.1,968$200K0.02%+2613F-HRTimeline
Bayforest Capital Ltd1,734$177K0.16%new13F-HRTimeline
Sterling Capital Management LLC1,685$172K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,599$163K<0.01%+9013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,507$154K<0.01%-21613F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,402$143K<0.01%+51413F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,225$125K<0.01%-24413F-HRTimelineGroup
Arax Advisory Partners1,193$122K<0.01%+89913F-HRTimeline
Northwest & Ethical Investments L.P.1,171$117K<0.01%-1,93413F-HRTimeline
Hilltop National Bank1,089$111K0.02%013F-HRTimeline
HM PAYSON & CO985$100K<0.01%013F-HRTimeline
UMB Bank, n.a.872$88.8K<0.01%+35613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strengthening Families & Communities, L…871$88.8K0.02%+113F-HRTimeline
GAMMA Investing LLC823$83.8K<0.01%+24513F-HRTimeline
Eurizon Capital SGR S.p.A.612$61.3K<0.01%-4013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.562$57.2K0.01%new13F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC597$52.8K<0.01%013F-HRTimeline
NewEdge Advisors, LLC450$45.8K<0.01%+15013F-HRTimeline
Parallel Advisors, LLC414$42.2K<0.01%+11313F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC403$41K<0.01%-2,58813F-HRTimelineGroup
Parkside Financial Bank & Trust361$36.8K<0.01%+813F-HRTimeline
SIGNATUREFD, LLC359$36.6K<0.01%+16613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP325$33.1K<0.01%013F-HRTimeline
Global Retirement Partners, LLC301$30.7K<0.01%13F-HRTimeline
ENTRUST FINANCIAL LLC245$25K0.02%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC236$24K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC231$23.5K<0.01%+3813F-HRTimeline
Smartleaf Asset Management LLC207$20.7K<0.01%013F-HRTimeline
Allworth Financial LP203$20.7K<0.01%+1413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS178$18K<0.01%new13F-HRTimeline
WPG Advisers, LLC154$15.7K0.01%+2913F-HRTimeline
IFP Advisors, Inc133$13.5K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS125$12.7K<0.01%new13F-HRTimeline
WHITTIER TRUST CO139$12.4K<0.01%+3313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding119$12.1K+19Timeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK119$12.1K<0.01%+5413F-HRTimelineGroup
PRIVATE TRUST CO NA106$10.8K<0.01%-213F-HRTimeline
Mowery & Schoenfeld Wealth Management, …100$10.2K0.01%013F-HRTimeline
AdvisorNet Financial, Inc91$9.27K<0.01%-4013F-HRTimeline
Steigerwald, Gordon & Koch Inc.78$7.95K<0.01%013F-HRTimeline
Versant Capital Management, Inc76$7.74K<0.01%+6813F-HRTimeline
BOKF, NAin group BOKF, NA72$7.33K<0.01%new13F-HRTimelineGroup
TD Waterhouse Canada Inc.75$7.33K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC65$6.62K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…60$6.11K<0.01%013F-HRTimelineGroup
Sachetta, LLC47$4.79K<0.01%new13F-HRTimeline
CVA Family Office, LLC47$4.79K<0.01%+2313F-HRTimeline
Rossby Financial, LCC43$4.38K<0.01%+1113F-HRTimeline
Tower View Wealth Management LLC40$4.08K<0.01%-1213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.39$3.98K<0.01%013F-HRTimelineGroup
Bare Financial Services, Inc33$3.36K<0.01%-613F-HRTimeline
Avion Wealth30$3K<0.01%013F-HRTimeline
CX Institutional25$3K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB27$2.75K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC26$2.65K<0.01%+313F-HRTimeline
Fortitude Family Office, LLC25$2.55K<0.01%+813F-HRTimeline
Keating Financial Advisory Services, In…22$2.24K<0.01%+613F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC22$2.24K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC21$2.14K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC21$2.14K<0.01%+613F-HRTimeline
Wealth Enhancement Trust Services, Inc.21$2.14K<0.01%new13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC17$1.73K<0.01%+1113F-HRTimeline
Elequin Capital, LP17$1.73K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC15$1.53K<0.01%+213F-HRTimeline
SBI Securities Co., Ltd.14$1.43K<0.01%+813F-HRTimeline
SHP Wealth Management13$1.32K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.10$1.02K<0.01%new13F-HRTimeline
First Pacific Financial10$1.02K<0.01%-2613F-HRTimeline
Creative Capital Management Investments…8$815<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC7$714<0.01%+513F-HRTimeline
Bogart Wealth, LLC6$611<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.4$408<0.01%+113F-HRTimeline
Kilter Group LLC4$408<0.01%013F-HRTimeline
Blue Trust, Inc.4$407<0.01%013F-HRTimeline
Continuum Advisory, LLC3$306<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.3$306<0.01%+213F-HRTimeline
Manchester Capital Management LLC2$204<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC2$204<0.01%-113F-HRTimeline
LRI Investments, LLC2$204<0.01%new13F-HRTimeline
1015 Capital Partners, LLC2$204<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$125<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1$102<0.01%new13F-HRTimeline
Seneschal Advisors, LLC1$102<0.01%new13F-HRTimeline
Essential Partners LLC1$102<0.01%013F-HRTimeline
DecisionPoint Financial, LLC1$98<0.01%new13F-HRTimeline
Navigoe, LLC2$00%new13F-HRTimelineValue filed as zero, left out of ratios.

Events

  • T. Rowe Price Investment Management, Inc. reported 8,391,138 ULS shares, 10.7% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-07. 0001897612-26-000637

    Accepted , ingested