As of the latest SEC filings, UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH) is held by 133 institutional funds. The largest fund shareholder is Fidelity Low-Priced Stock Fund (FLPFX), holding an estimated $42,686,399.28 in market value, representing 0.18% of its portfolio.
Funds holding UNIVERSAL LOGISTICS HOLDINGS, INC. (ULH)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- ULH
- CIK:
- 0001308208
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FLPFX
Fidelity Low-Priced Stock Fund
|
MF | Fidelity | 0.18% | $42,686,399.28 | 1,772,691 | Apr 30, 2026 | Jun 26, 2026 |
|
FLKSX
Fidelity Low-Priced Stock K6 Fund
|
MF | Fidelity | 0.17% | $7,482,185.76 | 310,722 | Apr 30, 2026 | Jun 26, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $7,168,860.40 | 431,080 | Feb 28, 2026 | Apr 24, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $4,765,019.42 | 225,403 | Mar 31, 2026 | May 28, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.02% | $4,405,220.48 | 264,896 | Feb 28, 2026 | Apr 29, 2026 |
|
FDMLX
Fidelity Series Intrinsic Opportunities Fund
|
MF | Fidelity | 0.14% | $4,118,595.04 | 171,038 | Apr 30, 2026 | Jun 26, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $3,389,820.14 | 160,351 | Mar 31, 2026 | May 28, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.02% | $2,880,907.12 | 119,639 | Apr 30, 2026 | Jun 24, 2026 |
|
DES
WisdomTree U.S. SmallCap Dividend Fund
|
ETF | WisdomTree | 0.13% | $2,473,929.64 | 117,026 | Mar 31, 2026 | Jun 1, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.02% | $2,392,950.00 | 99,375 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.03% | $2,010,680.00 | 83,500 | Apr 30, 2026 | Jun 24, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.09% | $1,919,575.42 | 90,803 | Mar 31, 2026 | Jun 1, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,683,312.40 | 69,905 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,670,887.12 | 69,389 | Apr 30, 2026 | Jun 24, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $1,627,952.48 | 67,606 | Apr 30, 2026 | Jun 26, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,613,841.60 | 67,020 | Apr 30, 2026 | Jun 29, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,593,596.62 | 75,383 | Mar 31, 2026 | May 28, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $1,303,113.28 | 54,116 | Apr 30, 2026 | Jun 24, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,201,153.66 | 56,819 | Mar 31, 2026 | May 28, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $1,107,872.64 | 46,008 | Apr 30, 2026 | Jun 24, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.09% | $1,079,810.06 | 51,079 | Mar 31, 2026 | May 21, 2026 |
|
FSCRX
Fidelity Small Cap Discovery Fund
|
MF | Fidelity | 0.05% | $1,052,320.08 | 43,701 | Apr 30, 2026 | Jun 26, 2026 |
|
FJACX
Fidelity Series Small Cap Discovery Fund
|
MF | Fidelity | 0.05% | $1,004,136.00 | 41,700 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $842,679.60 | 34,995 | Apr 30, 2026 | Jun 29, 2026 |
|
DGRS
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
|
ETF | WisdomTree | 0.23% | $816,004.00 | 38,600 | Mar 31, 2026 | Jun 1, 2026 |
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