SS ULTRA SHORT TM BOND ETF ULST
$40.32
+0.0% 52w: $38.91 – $40.37
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data38.9139.6440.37
Jun 20, 2025 Jul 2, 2026
Institutional holders
105
-4 QoQ
13F value
$459.4M
+0.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ULST?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CWM, LLC | Wealth advisor | 3.9M | $160.0M | 0.4% | +3.9% |
| LPL Financial LLC | Bank broker | 1.3M | $52.4M | 0.0% | -2.4% |
| MORGAN STANLEY | Bank broker | 693.0K | $28.1M | 0.0% | +12.6% |
| Avestar Capital, LLC | Other | 590.0K | $23.9M | 1.6% | -5.3% |
| BIP Wealth, LLC | Wealth advisor | 588.2K | $23.8M | 1.0% | +3.7% |
| PTM WEALTH MANAGEMENT, LLC | Wealth advisor | 471.5K | $19.0M | 10.1% | -32.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 459.6K | $18.6M | 0.0% | +10.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 277.6K | $11.2M | 0.0% | +6.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 277.4K | $11.2M | 0.0% | +10.0% |
| Stablepoint Partners, LLC | Other | 215.7K | $8.7M | 1.3% | New |
| IEQ CAPITAL, LLC | Diversified mechanical | 193.1K | $7.8M | 0.0% | Held |
| Elevation Capital Advisory, LLC | Wealth advisor | 178.7K | $7.2M | 3.1% | New |
| ORBA Wealth Advisors, L.L.C. | Wealth advisor | 122.9K | $5.0M | 5.9% | -32.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 121.3K | $4.9M | 0.0% | -16.5% |
| David Kennon Inc | Wealth advisor | 107.6K | $4.4M | 1.6% | +1.9% |
| Norris Financial Group, LLC | Wealth advisor | 106.3K | $4.3M | 1.4% | +33.4% |
| UBS Group AG | Bank broker | 88.3K | $3.6M | 0.0% | +12.4% |
| BridgePort Financial Solutions, LLC | Wealth advisor | 76.3K | $3.1M | 0.9% | -3.2% |
| WT Wealth Management | Wealth advisor | 71.5K | $2.9M | 0.9% | -26.2% |
| VERUS CAPITAL PARTNERS, LLC | Other | 62.4K | $2.5M | 0.2% | -51.3% |
| ROYAL BANK OF CANADA | Bank broker | 60.5K | $2.5M | 0.0% | -3.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 51.8K | $2.1M | 0.0% | -10.8% |
| Focus Partners Wealth | Wealth advisor | 2.0K | $2.1M | 0.0% | New |
| Barnes Wealth Management Group, Inc | Wealth advisor | 49.8K | $2.0M | 1.0% | -1.2% |
| Cannon Wealth Management Services, LLC | Wealth advisor | 49.8K | $2.0M | 1.4% | +41.6% |
| Elmwood Wealth Management, Inc. | Wealth advisor | 48.0K | $1.9M | 0.5% | -2.5% |
| Thrivent Financial for Lutherans | Diversified mechanical | 47.2K | $1.9M | 0.0% | +5.4% |
| Global View Capital Management LLC | Wealth advisor | 44.8K | $1.8M | 0.5% | +0.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 40.9K | $1.7M | 0.0% | -19.6% |
| JPMORGAN CHASE & CO | Bank broker | 34.9K | $1.4M | 0.0% | +2932.4% |
| TRUE Private Wealth Advisors | Wealth advisor | 34.4K | $1.4M | 0.1% | New |
| Authentikos Wealth Advisory, LLC | Wealth advisor | 34.0K | $1.4M | 0.9% | -14.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 31.4K | $1.3M | 0.0% | -10.7% |
| G&S Capital LLC | Wealth advisor | 31.2K | $1.3M | 0.4% | +110.0% |
| CGN Advisors LLC | Wealth advisor | 31.2K | $1.3M | 0.1% | +9.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 30.7K | $1.2M | 0.0% | -10.9% |
| Fiduciary Trust Co | Other | 28.8K | $1.2M | 0.0% | Held |
| Ameliora Wealth Management Ltd. | Wealth advisor | 27.8K | $1.1M | 0.4% | Held |
| TKG Advisors, LLC | Wealth advisor | 26.4K | $1.1M | 0.4% | +115.0% |
| Equitable Holdings, Inc. | Wealth advisor | 26.1K | $1.1M | 0.0% | +12.5% |
| Valmark Advisers, Inc. | Wealth advisor | 26.0K | $1.1M | 0.0% | -2.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 24.7K | $1.0M | 0.0% | New |
| FLOW TRADERS U.S. LLC | Market maker | 24.6K | $997K | 0.0% | -56.7% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 24.2K | $980K | 0.0% | +35.2% |
| Crews Bank & Trust | Wealth advisor | 21.8K | $883K | 0.1% | Held |
| Wealthcare Advisory Partners LLC | Wealth advisor | 21.1K | $854K | 0.0% | +24.9% |
| NAPLES GLOBAL ADVISORS, LLC | Other | 20.9K | $844K | 0.1% | Held |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 20.4K | $826K | 0.0% | +10.6% |
| SALEM INVESTMENT COUNSELORS INC | Diversified mechanical | 19.0K | $771K | 0.0% | -3.1% |
| KINGSWOOD WEALTH ADVISORS, LLC | Wealth advisor | 17.3K | $700K | 0.0% | +0.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.