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Funds Holding Universal Corp
Every registered fund lists what it holds each quarter. These are the ones reporting a position in Universal Corp, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of UVV →Funds holding
59
as of 2026-07-31
Reported value
$176.5M
summed across funds
Fund families
27
named trusts
Largest conviction
2.44%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Invesco High Yield Equity Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust523.2K sh$27.6M | 2.44% |
| Global X SuperDividend U.S. ETFGLOBAL X FUNDS290K sh$15.3M | 1.95% |
| Cambria Micro and SmallCap Shareholder Yield ETFCambria ETF Trust6.1K sh$321.9K | 0.95% |
| Invesco S&P Smallcap 600 Pure Value ETFInvesco Exchange-Traded Fund Trust41.8K sh$2.2M | 0.74% |
| Hartford Multifactor Small Cap ETFLattice Strategies Trust4.4K sh$232.8K | 0.38% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust25.6K sh$1.3M | 0.23% |
| PGIM Quant Solutions Large-Cap Core FundPrudential Investment Portfolios 938.7K sh$2M | 0.19% |
| Fidelity MSCI Consumer Staples Index ETFFIDELITY COVINGTON TRUST43.3K sh$2.3M | 0.16% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC530.1K sh$27.9M | 0.14% |
| SMALL-CAP VALUE PROFUNDProFunds205 sh$10.8K | 0.14% |
| Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust1.9K sh$99.5K | 0.11% |
| Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust327 sh$17.2K | 0.10% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust147.8K sh$7.8M | 0.09% |
| Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST39.4K sh$2.1M | 0.09% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS54.3K sh$2.9M | 0.08% |
| BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.11.7K sh$617.9K | 0.07% |
| SmallCap S&P 600 Index FundPrincipal Funds, Inc18.4K sh$967.5K | 0.07% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust187.3K sh$9.9M | 0.07% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC209.9K sh$11.1M | 0.07% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC10.6K sh$559.5K | 0.06% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC92.6K sh$4.9M | 0.06% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust42.8K sh$2.3M | 0.06% |
| Fidelity Flex Small Cap Index FundFidelity Salem Street Trust4K sh$210.4K | 0.05% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust6.2K sh$328.9K | 0.05% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST61.1K sh$3.2M | 0.04% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust275.5K sh$14.5M | 0.04% |
| Global X Russell 2000 ETFGLOBAL X FUNDS12K sh$633.2K | 0.04% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST2.8K sh$147.7K | 0.04% |
| iShares Morningstar Small-Cap Value ETFiShares Trust5.4K sh$282.6K | 0.04% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds31.2K sh$1.6M | 0.04% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC135.1K sh$7.1M | 0.04% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust87.6K sh$4.6M | 0.03% |
| Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III734 sh$38.7K | 0.03% |
| ULTRA SMALL CAP PROFUNDProFunds323 sh$17K | 0.03% |
| iShares Morningstar Small-Cap ETFiShares Trust1K sh$53.6K | 0.02% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds4.8K sh$251.5K | 0.02% |
| Victory Extended Market Index FundVictory Portfolios III2.8K sh$148.4K | 0.02% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust9.1K sh$480.1K | 0.02% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC17.3K sh$911.8K | 0.02% |
| SMALL-CAP PROFUNDProFunds21 sh$1.1K | 0.01% |
| Dimensional US Vector Equity ETFDimensional ETF Trust1.1K sh$57.3K | 0.01% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust14.4K sh$759.9K | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust3.2K sh$166.5K | 0.01% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust20.5K sh$1.1M | 0.01% |
| SmallCap Value Fund IIPrincipal Funds, Inc1.7K sh$87K | 0.01% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust61.8K sh$3.3M | 0.01% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC46.8K sh$2.5M | 0.01% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS98.2K sh$5.2M | 0.01% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust3.1K sh$160.7K | 0.00% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust708 sh$37.3K | 0.00% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC34.9K sh$1.8M | 0.00% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust6.8K sh$356.6K | 0.00% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust8.7K sh$455.8K | 0.00% |
| Nuveen Equity Index FundTIAA-CREF Funds24.3K sh$1.3M | 0.00% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust14.1K sh$744.2K | 0.00% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST14.7K sh$772K | 0.00% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds1.4K sh$75.3K | 0.00% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS15.6K sh$824.5K | 0.00% |
| E*TRADE No Fee Total Market Index FundE Trade Trust7 sh$368.8 | 0.00% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on UVV
Company overviewEverything on UVV in one place, with the price.SEC filingsWhat UVV's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat UVV's own officers and directors buy and sell.Who owns itEvery manager reporting a position in UVV.LobbyingWhat UVV spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on UVV's account, and who they worked for.Federal contractsWhat federal agencies pay UVV.PatentsWhat UVV is filing at the patent office.Workplace safetyWhat OSHA found at UVV's sites.