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Ulta-Short Fixed Income ETF (DUSB) Institutional Ownership

$50.68 0.00 (0.00%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Ulta-Short Fixed Income ETF (NYSEARCA:DUSB)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$20.39M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$6.92M
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DUSB Institutional Buying and Selling by Quarter

Ulta-Short Fixed Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Studio Investment Management LLC3,725$188K0.0%N/A0.039%
2/11/2025 VSM Wealth Advisory LLC4,937$250K0.1%N/A0.052%
2/10/2025 Curio Wealth LLC10,288$520K0.3%N/A0.108%
2/4/2025 Financial Symmetry Inc32,749$1.66M1.1%+195.4%0.345%
2/3/2025 Aspect Partners LLC951$48K0.0%N/A0.010%
1/27/2025 Vestia Personal Wealth Advisors5,189$263K0.2%N/A0.055%
1/23/2025 Coston McIsaac & Partners30,830$1.56M0.5%+52,154.2%0.325%
1/16/2025 Lam Group Inc.3,130$158K0.1%+50.5%0.033%
1/15/2025 Arkadios Wealth Advisors147,684$7.47M0.4%-48.0%1.555%
11/14/2024 Flow Traders U.S. LLC11,710$595K0.0%N/A0.123%
10/24/2024 Arkadios Wealth Advisors284,028$14.42M0.8%+2.3%2.990%
10/21/2024 Financial Symmetry Inc11,086$563K0.4%+77.5%0.117%
10/18/2024 Lam Group Inc.2,080$106K0.1%-17.8%0.022%
8/14/2024 Great Oak Capital Partners LLC55,730$2.83M1.1%+44.3%0.587%
7/29/2024 Arkadios Wealth Advisors277,721$14.07M0.9%N/A2.923%
7/10/2024 Financial Symmetry Inc6,247$317K0.2%N/A0.066%
(Data available from 1/1/2016 forward)

DUSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DUSB shares?

During the previous two years, 11 institutional investors and hedge funds held shares of Ulta-Short Fixed Income ETF. The most heavily invested institutionals were Arkadios Wealth Advisors ($7.47M), Great Oak Capital Partners LLC ($2.83M), Financial Symmetry Inc ($1.66M), Coston McIsaac & Partners ($1.56M), Flow Traders U.S. LLC ($595K), Curio Wealth LLC ($520K), and Vestia Personal Wealth Advisors ($263K).Learn more on DUSB's institutional investors.

Which institutional investors have been buying Ulta-Short Fixed Income ETF stock?

Of the 11 institutional investors that purchased Ulta-Short Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arkadios Wealth Advisors ($284.03K), Financial Symmetry Inc ($32.75K), Coston McIsaac & Partners ($30.77K), Great Oak Capital Partners LLC ($17.11K), Flow Traders U.S. LLC ($11.71K), Curio Wealth LLC ($10.29K), and Vestia Personal Wealth Advisors ($5.19K).

How much institutional buying is happening at Ulta-Short Fixed Income ETF?

Institutional investors have bought a total of 402,506 shares in the last 24 months. This purchase volume represents approximately $20.39M in transactions.

Which Ulta-Short Fixed Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Ulta-Short Fixed Income ETF stock in the last 24 months: Arkadios Wealth Advisors ($136.34K), and Lam Group Inc. ($450.00).

How much institutional selling is happening at Ulta-Short Fixed Income ETF?

Institutional investors have sold a total of 136,794 shares in the last 24 months. This volume of shares sold represents approximately $6.92M in transactions.



This page (NYSEARCA:DUSB) was last updated on 2/22/2025 by MarketBeat.com Staff
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