Filing Research | ULH - UNIVERSAL LOGISTICS HOLDINGS Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Police & Firemen's Retirement System of New Jersey	Shares	1.8KSH	$27.3K
2	GAMMA Investing LLC	Shares	515SH	$7.6K
3	Versant Capital Management, Inc	Shares	234SH	$3.5K
4	Physician Wealth Advisors, Inc.	Shares	68SH	$1.0K
5	EverSource Wealth Advisors, LLC	Shares	40SH	$592
6	SIGNATUREFD, LLC	Shares	36SH	$533
7	SJS Investment Consulting Inc.	Shares	27SH	$400
8	Farther Finance Advisors, LLC	Shares	6SH	$90
9	SBI Securities Co., Ltd.	Shares	3SH	$44
10	State of Alaska, Department of Revenue	Shares	2.8KSH	$40
11	True Wealth Design, LLC	Shares	1SH	$15

Manager changes2026-06-30 vs 2026-03-31

13 / 13 loaded

#		Instrument
1	SIGNATUREFD, LLC new	Shares	+36	+$533	$533
2	SJS Investment Consulting Inc. new	Shares	+27	+$400	$400
3	True Wealth Design, LLC new	Shares	+1	+$15	$15
4	Farther Finance Advisors, LLC added	Shares	+2	+$2	$90
5	State of Alaska, Department of Revenue unchanged	Shares	0	-$17	$40
6	SBI Securities Co., Ltd. unchanged	Shares	0	-$19	$44
7	Physician Wealth Advisors, Inc. unchanged	Shares	0	-$431	$1.0K
8	Fortitude Family Office, LLC exited	Shares	-35	-$740	$0
9	MassMutual Private Wealth & Trust, FSB exited	Shares	-44	-$930	$0
10	EverSource Wealth Advisors, LLC trimmed	Shares	-240	-$5.3K	$592
11	GAMMA Investing LLC trimmed	Shares	-272	-$9.0K	$7.6K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$11.7K	$27.3K
13	Versant Capital Management, Inc trimmed	Shares	-834	-$19.1K	$3.5K

Filing Research | ULH - UNIVERSAL LOGISTICS HOLDINGS Institutional Holdings