Ultralife Ownership | Who Owns Ultralife?
Ultralife Ownership Summary
Ultralife is owned by 33.72% institutional investors, 3.16% insiders, and 63.12% retail investors. Visionary wealth advisors is the largest institutional shareholder, holding 6.57% 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 | 33.72% | 3.16% | 63.12% |
| Sector | Industrials Stocks | 64.07% | 12.69% | 23.24% |
| Industry | Electrical Equipment Stocks | 41.64% | 18.77% | 39.59% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Visionary wealth advisors | 1.09M | 6.57% | $9.81M |
| Dimensional fund advisors lp | 1.05M | 6.34% | $7.85M |
| 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 |
| Rbf capital | 225.00K | 1.35% | $2.02M |
| Connor, clark & lunn investment management | 145.78K | 0.88% | $1.31M |
| Blackrock funding, inc. /de | 145.35K | 0.87% | $1.31M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Teton advisors | 110.20K | 0.60% | $989.60K |
| Visionary wealth advisors | 1.09M | 0.50% | $9.81M |
| Perritt capital management | 40.00K | 0.19% | $359.20K |
| Pitti group wealth management | 14.98K | 0.12% | $134.53K |
| Rbf capital | 225.00K | 0.10% | $2.02M |
| Legato capital management | 71.14K | 0.08% | $638.79K |
| Clarivest asset management | 66.66K | 0.07% | $707.90K |
| Juncture wealth strategies | 18.28K | 0.06% | $164.13K |
| Occudo quantitative strategies lp | 15.85K | 0.02% | $142.31K |
| Ancora advisors | 84.76K | 0.02% | $761.14K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 610.04K | 0.00% | 461.76K |
| Rbf capital | 225.00K | 0.10% | 225.00K |
| Ancora advisors | 84.76K | 0.02% | 84.76K |
| State street | 123.33K | 0.00% | 75.11K |
| Legato capital management | 71.14K | 0.08% | 71.14K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 145.35K | - | -493.47K |
| Acadian asset management | 85.95K | 0.00% | -87.00K |
| Eam investors | - | - | -73.92K |
| Gsa capital partners llp | - | - | -42.81K |
| Xtx topco | - | - | -37.40K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Rbf capital | 225.00K | 0.10% | 225.00K | $2.02M |
| Ancora advisors | 84.76K | 0.02% | 84.76K | $761.14K |
| Legato capital management | 71.14K | 0.08% | 71.14K | $638.79K |
| Y-intercept (hong kong) | 28.81K | 0.01% | 28.81K | $258.70K |
| Hrt financial lp | 19.50K | 0.00% | 19.50K | $175.00K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 348.05K | 2.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 340.55K | 2.05% | -7.50K |
| DFA US Small Cap Value I | 226.96K | 1.36% | - |
| iShares Russell 2000 ETF | 213.43K | 1.28% | - |
| DFA US Targeted Value I | 133.97K | 0.81% | - |
| TETON Westwood Mighty Mites AAA | 110.70K | 0.67% | -300.00 |
| Dimensional US Targeted Value ETF | 106.09K | 0.64% | 294.00 |
| Fidelity Small Cap Index | 103.61K | 0.62% | 1.75K |
| Vanguard Institutional Extnd Mkt Idx Tr | 102.36K | 0.61% | -46.64K |
| iShares Russell 2000 Value ETF | 85.56K | 0.51% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 20, 2025 | WHITMORE BRADFORD T | Buy | $85.42K | |
| Aug 19, 2025 | WHITMORE BRADFORD T | Buy | $104.37K | |
| Aug 21, 2025 | WHITMORE BRADFORD T | Buy | $197.31K | |
| Jun 13, 2025 | WHITMORE BRADFORD T | Buy | $76.39K | |
| Jun 13, 2025 | Goddard Janie | - | Buy | $11.89K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 3 | - |
| 2025 Q2 | 9 | - |
| 2024 Q4 | 2 | - |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
ULBI Ownership FAQ
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