Ultralife Ownership | Who Owns Ultralife?
Ultralife Ownership Summary
Ultralife is owned by 27.57% institutional investors, 3.21% insiders, and 69.22% retail investors. Visionary wealth advisors is the largest institutional shareholder, holding 6.65% of ULBI shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.09% of its assets in Ultralife shares.
ULBI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ultralife | 27.57% | 3.21% | 69.22% |
| Sector | Industrials Stocks | 49.61% | 15.69% | 34.70% |
| Industry | Electrical Equipment Stocks | 33.05% | 15.96% | 50.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Visionary wealth advisors | 1.11M | 6.65% | $7.21M |
| Dimensional fund advisors lp | 994.85K | 5.98% | $6.49M |
| Blackrock | 610.04K | 3.72% | $6.48M |
| Janney montgomery scott | 518.00K | 3.11% | $3.38M |
| Vanguard group | 513.59K | 3.09% | $2.94M |
| Truffle hound capital | 250.00K | 1.50% | $1.63M |
| Rbf capital | 218.71K | 1.31% | $1.43M |
| Renaissance | 198.09K | 1.19% | $1.29M |
| Connor, clark & lunn investment management | 155.02K | 0.93% | $1.01M |
| Blackrock funding, inc. /de | 146.27K | 0.88% | $953.70K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Teton advisors | 110.20K | 0.60% | $989.60K |
| Truffle hound capital | 250.00K | 0.42% | $1.63M |
| Visionary wealth advisors | 1.11M | 0.32% | $7.21M |
| Perritt capital management | 65.00K | 0.21% | $443.30K |
| Pitti group wealth management | 20.44K | 0.11% | $133.29K |
| Rbf capital | 218.71K | 0.07% | $1.43M |
| Clarivest asset management | 66.66K | 0.07% | $707.90K |
| Janney montgomery scott | 518.00K | 0.01% | $3.38M |
| Bridgeway capital management | 59.58K | 0.01% | $388.45K |
| Ancora advisors | 56.17K | 0.01% | $366.22K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 610.04K | 0.00% | 461.76K |
| Vanguard fiduciary trust | 63.07K | 0.00% | 63.07K |
| Russell investments group | 81.79K | 0.00% | 32.79K |
| Raymond james financial | 139.33K | 0.00% | 26.57K |
| Perritt capital management | 65.00K | 0.21% | 25.00K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Essex investment management | - | - | -238.88K |
| Eam investors | - | - | -73.92K |
| Legato capital management | - | - | -71.14K |
| Sentinus | - | - | -70.00K |
| Citadel advisors | 41.30K | - | -50.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 63.07K | 0.00% | 63.07K | $411.19K |
| Invesco | 16.35K | - | 16.35K | $173.59K |
| Cubist systematic strategies | 13.60K | 0.00% | 13.60K | $92.75K |
| Quadrature capital | 12.46K | 0.00% | 12.46K | $84.09K |
| Point72 asia (singapore) pte. | 3.80K | 0.00% | 3.80K | $25.94K |
Sold Out
| Holder | Change |
|---|---|
| Citigroup | -1.00 |
| Barclays | -2.00 |
| Capital performance advisors llp | -4.00 |
| True wealth design | -17.00 |
| Allspring global investments | -36.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 31 | -48.33% | 4,588,902 | -18.33% | 27 | 2.42% | 14 | -30.00% | 7 | -70.83% |
| Dec 31, 2025 | 38 | -38.71% | 4,667,592 | -18.27% | 28 | 2.38% | 11 | -68.57% | 17 | 41.67% |
| Sep 30, 2025 | 61 | -1.61% | 5,702,542 | 1.68% | 34 | 3.02% | 34 | 21.43% | 12 | -52.00% |
| Jun 30, 2025 | 62 | -13.89% | 5,608,513 | -5.38% | 33 | 2.65% | 28 | 16.67% | 25 | -16.67% |
| Mar 31, 2025 | 72 | 7.46% | 5,941,553 | -5.30% | 35 | 2.51% | 24 | -35.14% | 31 | 82.35% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 348.05K | 2.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 339.59K | 2.04% | - |
| iShares Russell 2000 ETF | 213.43K | 1.28% | - |
| DFA US Small Cap Value I | 202.96K | 1.22% | -2.36K |
| DFA US Targeted Value I | 128.29K | 0.77% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 117.97K | 0.71% | 6.26K |
| Acuitas US Microcap Strategy | 117.70K | 0.71% | 23.56K |
| TETON Westwood Mighty Mites AAA | 109.00K | 0.65% | -1.20K |
| Fidelity Small Cap Index | 103.61K | 0.62% | 1.75K |
| Dimensional US Targeted Value ETF | 98.78K | 0.59% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 26, 2026 | WHITMORE BRADFORD T | Buy | $458.58K | |
| May 21, 2026 | WHITMORE BRADFORD T | Buy | $201.67K | |
| May 22, 2026 | WHITMORE BRADFORD T | Buy | $55.07K | |
| May 18, 2026 | Manna Michael Edward | President and CEO | Buy | $12.94K |
| Mar 16, 2026 | WHITMORE BRADFORD T | Buy | $359.11K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 4 | - |
| 2026 Q1 | 5 | - |
| 2025 Q4 | 8 | - |
| 2025 Q3 | 3 | - |
| 2025 Q2 | 9 | - |
ULBI Ownership FAQ
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