United States 12 Month NaturUNLETF
13F holders, Q2 2024 (June 30)19holders −1
6new positions
6sold out
1famous investor
$8.30avg. 13F price*
At the end of Q2 2024, 19 institutions reported holding United States 12 Month Natur (UNL) in their 13F filings, down 1 from Q1 2024. 6 opened new positions and 6 sold out. The largest holders were Jane Street Group, LLC ($1.5M), Prospera Financial Services Inc ($874K) and Meridian Wealth Management, LLC ($587K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- United States 12 Month Natur
- CUSIP
- 91288X109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.2M |
| Exits | 6 | $16K |
All 13F filers, Q1 2024 → Q2 2024: 213,624 shares bought and 8,894 shares sold, net +204,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Jane Street Group, LLC | 0.00% | Add +45.5% | 178,804 | $1.5M |
| Prospera Financial Services Inc | 0.02% | Reduce -3.8% | 105,819 | $874K |
| Meridian Wealth Management, LLC | 0.07% | New | 71,040 | $587K |
| Fsa Wealth Partners, Inc. | 0.13% | New | 56,076 | $463K |
| Commonwealth Equity Services, LLC | 0.00% | Add +28.8% | 44,543 | $368K |
| Bank of Montreal | 0.00% | Add +7.8% | 35,723 | $319K |
| Sterling Investment Advisors LLC | 0.06% | No change | 12,862 | $106K |
| Marex Group Ltd | 0.00% | New | 12,000 | $99K |
| Hourglass Capital, LLC | 0.02% | No change | 10,000 | $83K |
| Allworth Financial LP | 0.00% | New | 6,000 | $46K |
| Osaic Holdings, Inc. | 0.00% | Reduce -40.9% | 2,062 | $17K |
| Cwm, LLC | 0.00% | No change | 2,000 | $17K |
| Clear Point Advisors Inc. | 0.01% | No change | 2,000 | $17K |
| Continuum Advisory, LLC | 0.00% | No change | 1,164 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 720 | $6K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 40 | $330 |
| Citadel Advisors | 0.00% | New | 9 | $74 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -99.3% | 8 | $9 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1 | $7 |
"% 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.