United Parcel Service, Inc. Class B · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. | TEQI | $3.10M | 0.84% | 31,461 NS | $367.36M | FIGI |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | EPS | $3.07M | 0.23% | 31,177 NS | $1.34B | FIGI |
| Columbia Variable Portfolio - Large Cap Index… Columbia Funds Variable Series Trust II | — | $3.01M | 0.13% | 30,605 NS | $2.34B | FIGI |
| LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc | — | $3.01M | 0.13% | 30,550 NS | $2.34B | FIGI |
| Franklin U.S. Dividend Booster Index ETF Franklin Templeton ETF Trust | XUDV | $2.93M | 4.93% | 29,736 NS | $59.32M | FIGI |
| iShares Russell Top 200 ETF iShares Trust | IWL | $2.92M | 0.15% | 29,710 NS | $1.92B | FIGI |
| ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | — | $2.92M | 0.12% | 29,702 NS | $2.50B | FIGI |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $2.91M | 0.10% | 29,578 NS | $2.90B | FIGI |
| AQR Global Equity Fund AQR Funds | — | $2.87M | 0.54% | 29,143 NS | $533.24M | FIGI |
| VictoryShares US Large Cap High Div Volatilit… Victory Portfolios II | CDL | $2.84M | 0.75% | 28,834 NS | $376.61M | FIGI |
| Penn Series Large Core Value Fund Penn Series Funds Inc | — | $2.83M | 2.26% | 28,757 NS | $125.44M | FIGI |
| NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust | — | $2.83M | 0.12% | 28,734 NS | $2.30B | FIGI |
| The Covered Bridge Fund NORTHERN LIGHTS FUND TRUST III | — | $2.75M | 2.44% | 28,000 NS | $113.05M | FIGI |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $2.75M | 0.13% | 27,973 NS | $2.12B | FIGI |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | — | $2.61M | 0.13% | 26,531 NS | $2.03B | FIGI |
| DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust | — | $2.56M | 0.91% | 26,017 NS | $279.94M | FIGI |
| State Street(R) SPDR(R) Russell 1000 Low Vola… SPDR SERIES TRUST | ONEV | $2.42M | 0.46% | 24,605 NS | $522.23M | FIGI |
| WBI Power Factor High Dividend ETF Absolute Shares Trust | WBIY | $2.39M | 4.16% | 24,342 NS | $57.64M | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $2.38M | 0.14% | 24,196 NS | $1.65B | FIGI |
| Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | — | $2.34M | 0.13% | 23,805 NS | $1.80B | FIGI |
| AQR Managed Futures Strategy HV Fund AQR Funds | — | $2.31M | 0.19% | 23,494 NS | $1.25B | FIGI |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | — | $2.30M | 0.24% | 23,424 NS | $980.51M | FIGI |
| NVIT J.P. Morgan Equity and Options Total Ret… Nationwide Variable Insurance Trust | — | $2.28M | 0.34% | 23,189 NS | $675.62M | FIGI |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | — | $2.26M | 0.09% | 23,019 NS | $2.59B | FIGI |
| Gotham Enhanced 500 ETF Tidal Trust I | GSPY | $2.19M | 0.35% | 22,304 NS | $625.14M | FIGI |
| Hillman Value Fund ALPS SERIES TRUST | — | $2.19M | 2.64% | 22,300 NS | $83.04M | FIGI |
| CANTOR FITZGERALD EQUITY DIVIDEND PLUS FUND Cantor Select Portfolios Trust | — | $2.16M | 2.38% | 22,000 NS | $90.86M | FIGI |
| Victory Pioneer Equity Income VCT Portfolio Victory Variable Insurance Funds II | — | $2.16M | 2.94% | 21,931 NS | $73.32M | FIGI |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | — | $2.15M | 0.02% | 21,904 NS | $12.51B | FIGI |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $2.11M | 0.23% | 21,420 NS | $901.68M | FIGI |
| NYLIM VP Income Builder Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $1.98M | 0.36% | 20,126 NS | $553.44M | FIGI |
| AAMA EQUITY FUND Asset Management Fund | — | $1.97M | 0.53% | 20,000 NS | $373.51M | FIGI |
| DAVENPORT INSIDER BUYING FUND Williamsburg Investment Trust | — | $1.97M | 2.23% | 20,000 NS | $88.34M | FIGI |
| SFT Index 500 Fund Securian Funds Trust | — | $1.97M | 0.13% | 19,994 NS | $1.53B | FIGI |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | USPX | $1.96M | 0.13% | 19,943 NS | $1.53B | FIGI |
| Leuthold Select Industries ETF Managed Portfolio Series | LST | $1.91M | 1.45% | 19,436 NS | $131.63M | FIGI |
| Income Equity Fund Northern Funds | — | $1.81M | 0.64% | 18,356 NS | $282.43M | FIGI |
| Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | — | $1.79M | 0.13% | 18,235 NS | $1.38B | FIGI |
| Calvert US Large-Cap Core Responsible Index E… Morgan Stanley ETF Trust | CVLC | $1.79M | 0.26% | 18,174 NS | $695.91M | FIGI |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | — | $1.78M | 0.11% | 18,115 NS | $1.58B | FIGI |
| State Street(R) SPDR(R) MSCI USA StrategicFac… SPDR SERIES TRUST | QUS | $1.76M | 0.12% | 17,939 NS | $1.46B | FIGI |
| PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | — | $1.74M | 0.06% | 17,700 NS | $2.73B | FIGI |
| LVIP American Century Disciplined Core Value … LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.74M | 0.70% | 17,671 NS | $247.84M | FIGI |
| Allspring Index Fund ALLSPRING FUNDS TRUST | — | $1.74M | 0.13% | 17,657 NS | $1.36B | FIGI |
| Boston Trust Walden Equity Fund Boston Trust Walden Funds | — | $1.73M | 0.87% | 17,540 NS | $198.75M | FIGI |
| ICON Natural Resources and Infrastructure Fund SCM Trust | — | $1.67M | 1.24% | 17,000 NS | $134.65M | FIGI |
| M Large Cap Value Fund M FUND INC | — | $1.66M | 0.86% | 16,900 NS | $192.40M | FIGI |
| The U.S. Equity Portfolio HC Capital Trust | — | $1.66M | 0.09% | 16,845 NS | $1.85B | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $1.63M | 0.13% | 16,588 NS | $1.23B | FIGI |
| The Institutional U.S. Equity Portfolio HC Capital Trust | — | $1.63M | 0.06% | 16,566 NS | $2.87B | FIGI |