Ultralife Ownership | Who Owns Ultralife?
Ultralife Ownership Summary
Ultralife is owned by 35.72% institutional investors, 3.11% insiders, and 61.17% retail investors. Visionary wealth advisors is the largest institutional shareholder, holding 7.78% 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 | 35.72% | 3.11% | 61.17% |
| Sector | Industrials Stocks | 39.35% | 12.62% | 48.03% |
| Industry | Electrical Equipment Stocks | 24.63% | 20.04% | 55.33% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Visionary wealth advisors | 1.29M | 7.78% | $9.63M |
| Dimensional fund advisors lp | 1.05M | 6.34% | $7.85M |
| Blackrock funding, inc. /de | 655.64K | 3.94% | $4.88M |
| Blackrock | 610.04K | 3.72% | $6.48M |
| Vanguard group | 577.17K | 3.47% | $4.30M |
| Janney montgomery scott | 432.70K | 2.64% | $4.59M |
| Renaissance | 256.09K | 1.54% | $1.91M |
| Geode capital management | 233.58K | 1.41% | $1.74M |
| Acadian asset management | 223.31K | 1.34% | $1.66M |
| Connor, clark & lunn investment management | 178.17K | 1.07% | $1.33M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Visionary wealth advisors | 1.29M | 0.56% | $9.63M |
| Teton advisors | 111.00K | 0.42% | $826.95K |
| Pitti group wealth management | 17.12K | 0.13% | $127.54K |
| Perritt capital management | 30.00K | 0.12% | $223.50K |
| Clarivest asset management | 66.66K | 0.07% | $707.90K |
| Juncture wealth strategies | 18.28K | 0.05% | $136.16K |
| Sherbrooke park advisers | 13.63K | 0.03% | $101.57K |
| Janney montgomery scott | 432.70K | 0.01% | $4.59M |
| Bridgeway capital management | 73.88K | 0.01% | $550.40K |
| Connor, clark & lunn investment management | 178.17K | 0.01% | $1.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 610.04K | 0.00% | 461.76K |
| Visionary wealth advisors | 1.29M | 0.56% | 188.38K |
| State street | 123.33K | 0.00% | 75.11K |
| Raymond james financial | 70.00K | 0.00% | 70.00K |
| Ubs group | 97.37K | 0.00% | 62.81K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Eam investors | - | - | -73.92K |
| Gsa capital partners llp | - | - | -42.81K |
| Xtx topco | - | - | -37.40K |
| Navellier & associates | - | - | -32.34K |
| Man group | - | - | -23.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 70.00K | 0.00% | 70.00K | $521.51K |
| Lsv asset management | 19.40K | 0.00% | 19.40K | $145.00K |
| Invesco | 16.35K | - | 16.35K | $173.59K |
| Ifp advisors | 11.40K | 0.00% | 11.40K | $84.93K |
| Gamma investing | 25.00 | - | 25.00 | $186.00 |
Sold Out
| Holder | Change |
|---|---|
| Capital performance advisors llp | -4.00 |
| Russell investments group | -19.00 |
| Allspring global investments | -36.00 |
| Global retirement partners | -40.00 |
| Nisa investment advisors | -84.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 72 | 7.46% | 5,941,553 | -5.30% | 35 | 2.51% | 24 | -35.14% | 31 | 82.35% |
| Dec 31, 2024 | 50 | -35.06% | 5,773,649 | -4.46% | 34 | 2.63% | 28 | -26.32% | 12 | -40.00% |
| Sep 30, 2024 | 77 | 5.48% | 6,043,039 | -0.39% | 36 | 2.65% | 38 | -19.15% | 20 | - |
| Jun 30, 2024 | 73 | 15.87% | 6,066,885 | 17.79% | 37 | 3.75% | 47 | 23.68% | 20 | 17.65% |
| Mar 31, 2024 | 63 | 14.55% | 5,150,635 | 2.73% | 31 | 3.29% | 38 | 5.56% | 17 | 112.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 348.05K | 2.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 348.05K | 2.09% | - |
| DFA US Small Cap Value I | 226.96K | 1.36% | - |
| iShares Russell 2000 ETF | 218.00K | 1.31% | 108.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 149.00K | 0.90% | - |
| DFA US Targeted Value I | 133.97K | 0.81% | - |
| TETON Westwood Mighty Mites AAA | 111.00K | 0.67% | - |
| Dimensional US Targeted Value ETF | 104.65K | 0.63% | - |
| Fidelity Small Cap Index | 102.02K | 0.61% | - |
| DFA US Small Cap I | 96.00K | 0.58% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 23, 2025 | WHITMORE BRADFORD T | Buy | $64.78K | |
| May 15, 2025 | WHITMORE BRADFORD T | Buy | $12.23K | |
| May 13, 2025 | WHITMORE BRADFORD T | Buy | $48.35K | |
| May 14, 2025 | WHITMORE BRADFORD T | Buy | $87.89K | |
| May 14, 2025 | Saeli Thomas Louis | - | Buy | $27.20K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 6 | - |
| 2024 Q4 | 2 | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 1 | - |
ULBI Ownership FAQ
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