10 institutions reported holding $2.6M of UL SOLUTIONS I-A (ULS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Central Pacific Bank - Trust Division ($1.7M), Thrive Wealth Management, LLC ($400,412), Pacific Excel Wealth Advisors, Inc. ($263,512), Hilltop National Bank ($110,926), GAMMA Investing LLC ($83,831). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Central Pacific Bank - Trust Division | $1.7M | 16,366 | Hold |
| 2 | Thrive Wealth Management, LLC | $400,412 | 3,931 | Added |
| 3 | Pacific Excel Wealth Advisors, Inc. | $263,512 | 2,587 | New |
| 4 | Hilltop National Bank | $110,926 | 1,089 | Hold |
| 5 | GAMMA Investing LLC | $83,831 | 823 | Added |
| 6 | CoreCap Advisors, LLC | $23,530 | 231 | Added |
| 7 | Versant Capital Management, Inc | $7,741 | 76 | Added |
| 8 | CX Institutional | $3,000 | 25 | Hold |
| 9 | MassMutual Private Wealth & Trust, FSB | $2,750 | 27 | New |
| 10 | HARBOR INVESTMENT ADVISORY, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30