United States 12 Month NaturUNLETF
13F holders, Q3 2024 (September 30)18holders −1
5new positions
6sold out
1famous investor
$7.87avg. 13F price*
At the end of Q3 2024, 18 institutions reported holding United States 12 Month Natur (UNL) in their 13F filings, down 1 from Q2 2024. 5 opened new positions and 6 sold out. The largest holders were Meridian Wealth Management, LLC ($572K), Commonwealth Equity Services, LLC ($433K) and Jane Street Group, LLC ($326K). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $506K |
| Exits | 6 | $1.8M |
All 13F filers, Q2 2024 → Q3 2024: 94,220 shares bought and 349,385 shares sold, net −255,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Meridian Wealth Management, LLC | 0.03% | Add +2.3% | 72,640 | $572K |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.5% | 55,012 | $433K |
| Jane Street Group, LLC | 0.00% | Reduce -76.9% | 41,358 | $326K |
| Harvest Investment Services, LLC | 0.09% | New | 34,782 | $274K |
| Hourglass Capital, LLC | 0.04% | Add +105.0% | 20,500 | $162K |
| Flow Traders U.S. LLC | 0.01% | New | 15,070 | $119K |
| One Day In July LLC | 0.01% | New | 13,000 | $102K |
| Sterling Investment Advisors LLC | 0.06% | No change | 12,862 | $101K |
| Citadel Advisors | 0.00% | Add +70288.9% | 6,335 | $50K |
| Allworth Financial LP | 0.00% | No change | 6,000 | $47K |
| Clear Point Advisors Inc. | 0.01% | No change | 2,000 | $16K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.5% | 1,742 | $14K |
| Group One Trading LLC | 0.00% | New | 1,300 | $10K |
| McClarren Financial Advisors, Inc. | 0.00% | Add +14650.0% | 1,180 | $9K |
| Continuum Advisory, LLC | 0.00% | No change | 1,164 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 720 | $6K |
| Western Pacific Wealth Management, LP | 0.00% | No change | 40 | $315 |
| Morgan Stanley | 0.00% | New | 1 | $11 |
"% 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.