Universal Corporation · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | IJR | $78.80M | 0.09% | 1,495,235 NS | $91.99B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $39.47M | 0.00% | 748,960 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $31.12M | 0.04% | 590,566 NS | $71.92B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $28.81M | 0.02% | 546,634 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $18.33M | 0.03% | 347,743 NS | $60.64B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $14.67M | 0.02% | 278,336 NS | $81.50B | FIGI |
| First Trust Dow Jones Global Select Dividend … First Trust Exchange-Traded Fund II | FGD | $13.19M | 1.04% | 250,243 NS | $1.26B | FIGI |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | IJS | $12.83M | 0.17% | 243,404 NS | $7.58B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 600(TM)… SPDR SERIES TRUST | SPSM | $12.09M | 0.09% | 229,371 NS | $13.87B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $10.90M | 0.09% | 206,891 NS | $12.46B | FIGI |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | — | $8.52M | 0.09% | 161,699 NS | $9.65B | FIGI |
| Victory Market Neutral Income Fund Victory Portfolios II | — | $7.53M | 0.26% | 142,911 NS | $2.92B | FIGI |
| VictoryShares US Small Mid Cap Value Momentum… Victory Portfolios II | USVM | $7.15M | 0.50% | 135,581 NS | $1.42B | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $6.85M | 0.35% | 129,965 NS | $1.94B | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYV | $6.84M | 0.17% | 129,731 NS | $4.06B | FIGI |
| State Street(R) SPDR(R) S&P(R) Global Dividen… SPDR INDEX SHARES FUNDS | WDIV | $2.87M | 1.17% | 54,386 NS | $245.77M | FIGI |
| PIMCO RAE US Small Fund PIMCO Equity Series | — | $2.64M | 0.08% | 50,145 NS | $3.14B | FIGI |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | — | $2.59M | 0.02% | 49,200 NS | $12.51B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $2.09M | 0.04% | 39,721 NS | $4.82B | FIGI |
| JNL Small Cap Index Fund JNL Series Trust | — | $2.02M | 0.08% | 38,388 NS | $2.39B | FIGI |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | SFLO | $1.71M | 0.35% | 32,448 NS | $493.15M | FIGI |
| AST Large-Cap Equity Portfolio Advanced Series Trust | — | $1.69M | 0.10% | 32,000 NS | $1.77B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $1.64M | 0.00% | 31,180 NS | $79.62B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $1.58M | 0.09% | 30,010 NS | $1.80B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $1.30M | 0.04% | 24,718 NS | $3.39B | FIGI |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | — | $1.13M | 0.08% | 21,490 NS | $1.35B | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $939.6K | 0.15% | 17,829 NS | $633.02M | FIGI |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | DHS | $935.7K | 0.07% | 17,755 NS | $1.43B | FIGI |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | — | $921.7K | 0.08% | 17,490 NS | $1.11B | FIGI |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $876.7K | 0.08% | 16,635 NS | $1.04B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $871.8K | 0.04% | 16,542 NS | $1.95B | FIGI |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $784.0K | 0.12% | 14,877 NS | $672.97M | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $751.1K | 0.05% | 14,253 NS | $1.59B | FIGI |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | — | $734.1K | 0.25% | 13,930 NS | $293.56M | FIGI |
| State Street(R) SPDR(R) US Small Cap Low Vola… SPDR SERIES TRUST | SMLV | $693.5K | 0.26% | 13,159 NS | $268.97M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $673.8K | 0.00% | 12,785 NS | $58.89B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $609.7K | 0.00% | 11,569 NS | $30.28B | FIGI |
| Small Cap Index Fund Northern Funds | — | $580.0K | 0.04% | 11,005 NS | $1.38B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $563.2K | 0.01% | 10,687 NS | $9.06B | FIGI |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $493.6K | 0.11% | 9,366 NS | $444.74M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $473.2K | 0.02% | 8,980 NS | $1.90B | FIGI |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | — | $464.7K | 0.09% | 8,818 NS | $538.24M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $450.1K | 0.02% | 8,541 NS | $2.63B | FIGI |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $449.4K | 0.09% | 8,528 NS | $525.94M | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $411.4K | 0.04% | 7,807 NS | $956.61M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $373.5K | 0.04% | 7,087 NS | $962.08M | FIGI |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | — | $365.3K | 0.09% | 6,931 NS | $423.00M | FIGI |
| Franklin U.S. Low Volatility High Dividend In… Legg Mason ETF Investment Trust | LVHD | $358.0K | 0.06% | 6,793 NS | $608.39M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $354.5K | 0.00% | 6,727 NS | $17.05B | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $334.2K | 0.04% | 6,342 NS | $768.54M | FIGI |