United States 12 Month NaturUNLETF

13F holders, Q4 2024 (December 31)
20holders +2
4new positions
4sold out
1famous investor
$8.18avg. 13F price*

At the end of Q4 2024, 20 institutions reported holding United States 12 Month Natur (UNL) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 4 sold out. The largest holders were Fsa Wealth Partners, Inc. ($906K), Susquehanna International Group, LLP ($661K) and Meridian Wealth Management, LLC ($580K). 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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$1.7M
Exits4$511K

All 13F filers, Q3 2024 → Q4 2024: 220,098 shares bought and 67,633 shares sold, net +152,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 20 holders

Fsa Wealth Partners, Inc. 0.21% New 110,852 $906K
Susquehanna International Group, LLP 0.00% New 80,890 $661K
Meridian Wealth Management, LLC 0.03% Reduce -2.2% 71,040 $580K
Commonwealth Equity Services, LLC 0.00% Add +7.0% 58,877 $481K
Jane Street Group, LLC 0.00% Reduce -0.9% 40,989 $335K
Hourglass Capital, LLC 0.05% No change 20,500 $167K
HighTower Advisors, LLC 0.00% New 15,831 $129K
Citadel Advisors 0.00% Add +134.0% 14,823 $121K
Sterling Investment Advisors LLC 0.06% No change 12,862 $105K
Allworth Financial LP 0.00% No change 6,000 $54K
Group One Trading LLC 0.00% Add +7.7% 1,400 $11K
Continuum Advisory, LLC 0.00% No change 1,164 $10K
McClarren Financial Advisors, Inc. 0.03% No change 1,180 $9K
Osaic Holdings, Inc. 0.00% Reduce -46.6% 930 $8K
Vermillion Wealth Management, Inc. 0.00% — 889 $7K
Transce3nd, LLC 0.00% — 851 $7K
PNC Financial Services Group, Inc. 0.00% No change 720 $6K
UBS Group AG 0.00% New 71 $580
Western Pacific Wealth Management, LP 0.00% No change 40 $327
Morgan Stanley 0.00% Add +100.0% 2 $16

"% 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.