United States 12 Month NaturUNLETF

13F holders, Q1 2024 (March 31)
20holders
$7.76avg. 13F price*

At the end of Q1 2024, 20 institutions reported holding United States 12 Month Natur (UNL) in their 13F filings. The largest holders were Jane Street Group, LLC ($951K), Prospera Financial Services Inc ($851K) and Commonwealth Equity Services, LLC ($268K).

Company
United States 12 Month Natur
CUSIP
91288X109
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 20Q1 2024Q2 2024: 19Q2 2024Q3 2024: 18Q3 2024Q4 2024: 20Q4 2024Q1 2025: 19Q1 2025Q2 2025: 14Q2 2025Q3 2025: 10Q3 2025Q4 2025: 15Q4 2025Q1 2026: 13Q1 2026Q2 2026: 15Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions8$1.1M
Exits5$1.5M

Ownership 20 holders

Jane Street Group, LLC 0.00% Reduce -50.1% 122,852 $951K
Prospera Financial Services Inc 0.03% New 110,001 $851K
Commonwealth Equity Services, LLC 0.00% Add +8.6% 34,580 $268K
Bank of Montreal 0.00% Add +15.7% 33,140 $264K
Sterling Investment Advisors LLC 0.06% New 12,862 $100K
Hourglass Capital, LLC 0.02% New 10,000 $77K
Osaic Holdings, Inc. 0.00% Reduce -94.6% 3,488 $27K
Clear Point Advisors Inc. 0.01% No change 2,000 $15K
Cwm, LLC 0.00% New 2,000 $15K
McClarren Financial Advisors, Inc. 0.01% New 1,180 $10K
Continuum Advisory, LLC 0.00% New 1,164 $9K
Tower Research Capital LLC (TRC) 0.00% Reduce -45.4% 893 $7K
Wells Fargo & Company 0.00% Reduce -99.2% 769 $6K
PNC Financial Services Group, Inc. 0.00% No change 720 $6K
Creekmur Asset Management LLC 0.00% Reduce -44.4% 250 $2K
UBS Group AG 0.00% Reduce -96.9% 90 $697
Western Pacific Wealth Management, LP 0.00% No change 40 $310
JPMorgan Chase & Co. 0.00% Reduce -97.2% 12 $93
Simplex Trading, LLC 0.00% New 100 $0
Cutler Group LLC / CA 0.00% New 100 $0

"% of holder's portfolio" is UNL's weight in each manager's 13F, not the share of United States 12 Month Natur the manager owns.