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Ultra-Short Fixed Income ETF (DUSB) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$16.54M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$10.45M
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DUSB Institutional Buying and Selling by Quarter

Ultra-Short Fixed Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025 Cary Street Partners Financial LLC29,711$1.51M0.0%+20.4%0.108%
8/12/2025 JPMorgan Chase & Co.796$40K0.0%-91.0%0.003%
8/11/2025 VSM Wealth Advisory LLC4,841$246K0.1%-4.3%0.018%
8/11/2025 Root Financial Partners LLC608,625$30.89M3.0%+14.8%2.254%
8/4/2025 Arkadios Wealth Advisors113,695$5.77M0.2%-31.7%0.421%
7/31/2025 Curio Wealth LLC10,288$522K0.2%+342,833.3%0.038%
7/30/2025 Studio Investment Management LLC16,477$836K0.2%+25.7%0.061%
7/29/2025 Financial Symmetry Inc73,025$3.71M1.9%+23.3%0.270%
7/21/2025 Family CFO Inc15,460$785K0.4%+63.0%0.057%
7/16/2025 Vestia Personal Wealth Advisors10,883$552K0.4%+148.1%0.041%
7/11/2025 Farther Finance Advisors LLC9,935$504K0.0%+63.8%0.038%
5/14/2025 Flow Traders U.S. LLC16,026$813K0.0%-32.5%0.069%
5/9/2025 Cary Street Partners Financial LLC24,678$1.25M0.0%N/A0.106%
5/8/2025 Arkadios Wealth Advisors166,494$8.45M0.3%+12.7%0.716%
5/1/2025 LRI Investments LLC11,735$595K0.1%N/A0.050%
4/30/2025 Vestia Personal Wealth Advisors4,387$223K0.2%-15.5%0.019%
4/30/2025 Financial Symmetry Inc59,235$3.01M1.8%+80.9%0.259%
4/24/2025 Family CFO Inc9,483$481K0.3%N/A0.041%
4/14/2025 Farther Finance Advisors LLC6,066$308K0.0%N/A0.026%
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, 17 institutional investors and hedge funds held shares of Ultra-Short Fixed Income ETF. The most heavily invested institutionals were Root Financial Partners LLC ($30.89M), Arkadios Wealth Advisors ($5.77M), Financial Symmetry Inc ($3.71M), Great Oak Capital Partners LLC ($2.83M), Coston McIsaac & Partners ($1.56M), Cary Street Partners Financial LLC ($1.51M), and Studio Investment Management LLC ($836K).Learn more on Ultra-Short Fixed Income ETF's institutional investors.

Which institutional investors have been buying Ultra-Short Fixed Income ETF's stock?

Of the 16 institutional investors that purchased Ultra-Short Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arkadios Wealth Advisors ($302.84K), Root Financial Partners LLC ($78.62K), Financial Symmetry Inc ($73.03K), Coston McIsaac & Partners ($30.77K), Cary Street Partners Financial LLC ($29.71K), Curio Wealth LLC ($20.57K), and Great Oak Capital Partners LLC ($17.11K).

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

Institutional investors have bought a total of 326,122 shares in the last 24 months. This purchase volume represents approximately $16.54M in transactions.

Which of Ultra-Short Fixed Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold Ultra-Short Fixed Income ETF stock in the last 24 months: Arkadios Wealth Advisors ($189.14K), JPMorgan Chase & Co. ($8.05K), Flow Traders U.S. LLC ($7.72K), Vestia Personal Wealth Advisors ($802.00), Lam Group Inc. ($450.00), and VSM Wealth Advisory LLC ($217.00).

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

Institutional investors have sold a total of 206,382 shares in the last 24 months. This volume of shares sold represents approximately $10.45M in transactions.



This page (NYSEARCA:DUSB) was last updated on 9/7/2025 by MarketBeat.com Staff
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