United States 12 Month NaturUNLETF

13F holders, Q2 2025 (June 30)
14holders −5
2new positions
7sold out
1famous investor
$8.71avg. 13F price*

At the end of Q2 2025, 14 institutions reported holding United States 12 Month Natur (UNL) in their 13F filings, down 5 from Q1 2025. 2 opened new positions and 7 sold out. The largest holders were Fsa Wealth Partners, Inc. ($764K), Meridian Wealth Management, LLC ($539K) and Commonwealth Equity Services, LLC ($471K). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$246K
Exits7$1.3M

All 13F filers, Q1 2025 → Q2 2025: 43,502 shares bought and 173,349 shares sold, net −129,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

Fsa Wealth Partners, Inc. 0.37% Add +9.6% 87,701 $764K
Meridian Wealth Management, LLC 0.02% Reduce -12.7% 61,850 $539K
Commonwealth Equity Services, LLC 0.00% Reduce -8.7% 54,007 $471K
Jane Street Group, LLC 0.00% Reduce -45.0% 37,811 $329K
Citadel Advisors 0.00% New 26,370 $230K
Group One Trading LLC 0.00% Add +1266.7% 8,200 $71K
Allworth Financial LP 0.00% No change 6,000 $52K
Ameritas Advisory Services, LLC 0.00% New 1,820 $16K
Osaic Holdings, Inc. 0.00% Reduce -76.1% 1,341 $12K
Vermillion Wealth Management, Inc. 0.00% No change 889 $8K
Transce3nd, LLC 0.00% No change 851 $7K
PNC Financial Services Group, Inc. 0.00% No change 720 $6K
Western Pacific Wealth Management, LP 0.00% No change 40 $348
Morgan Stanley 0.00% No change 2 $17

"% 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.