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Ultra-Short Fixed Income ETF (DUSB) Institutional Ownership

$50.61 0.00 (0.00%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Ultra-Short Fixed Income ETF (NYSEARCA:DUSB)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$76.93M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$7.89M
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DUSB Institutional Buying and Selling by Quarter

Ultra-Short Fixed Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Bullock Wealth Management Group40,050$2.02M0.8%+3.9%0.088%
10/8/2026Farther Finance Advisors LLC98,897$4.99M0.0%+9.6%0.217%
10/6/2026Financial Symmetry Inc210,421$10.62M3.4%+8.8%0.461%
8/23/2026Studio Investment Management LLC55,972$2.84M0.5%+37.4%0.128%
8/23/2026Red Lighthouse Investment Management LLC30,488$1.55M0.4%+0.8%0.070%
7/10/2026Torren Management LLC38,623$1.96M1.0%-67.3%0.091%
5/19/2026McIlrath & Eck LLC59,961$3.04M0.2%+52.1%0.163%
5/19/2026Arkadios Wealth Advisors151,658$7.69M0.1%-10.4%0.413%
5/18/2026EverSource Wealth Advisors LLC2,724$138K0.0%-35.0%0.007%
5/15/2026Broadhurst Jeffrey B39,410$2.00M2.0%N/A0.107%
4/30/2026Torren Management LLC118,270$6.00M3.0%+154.5%0.321%
4/29/2026Family CFO Inc27,807$1.41M0.6%-28.6%0.076%
4/24/2026Root Financial Partners LLC1,514,370$76.79M3.6%+17.8%4.104%
4/23/2026Coston McIsaac & Partners82,295$4.17M0.9%-10.3%0.223%
4/22/2026Lam Group Inc.830$42K0.0%N/A0.002%
2/19/2026Claris Financial LLC33,516$1.70M0.9%N/A0.098%
2/13/2026Arkadios Wealth Advisors169,312$8.58M0.2%+21.3%0.497%
2/11/2026Curio Wealth LLC12,144$615K0.2%+18.0%0.036%
2/10/2026Root Financial Partners LLC1,285,274$65.10M3.3%+34.5%3.769%
2/9/2026Studio Investment Management LLC40,737$2.06M0.4%+50.1%0.119%
2/9/2026Cary Street Partners Investment Advisory LLC487$25K0.0%N/A0.001%
2/9/2026Cary Street Partners Financial LLC15,241$772K0.0%-49.3%0.045%
2/6/2026EverSource Wealth Advisors LLC4,188$212K0.0%N/A0.012%
2/4/2026LRI Investments LLC32,848$1.66M0.1%+35.4%0.096%
2/3/2026Coston McIsaac & Partners91,759$4.65M1.1%+23.1%0.269%
1/30/2026Torren Management LLC46,473$2.35M1.2%N/A0.136%
1/28/2026Financial Symmetry Inc147,918$7.49M3.1%+36.1%0.434%
1/27/2026Vestia Personal Wealth Advisors54,522$2.76M1.3%-28.1%0.160%
1/23/2026Farther Finance Advisors LLC51,674$2.62M0.0%+419.5%0.153%
1/23/2026Family CFO Inc38,921$1.97M0.9%+50.9%0.115%
12/17/2025Financial Symmetry Inc108,667$5.52M2.5%+48.8%0.357%
11/17/2025Flow Traders U.S. LLC17,239$875K0.0%N/A0.057%
11/13/2025VSM Wealth Advisory LLC5,487$279K0.1%+13.3%0.018%
11/10/2025Cary Street Partners Financial LLC30,086$1.53M0.0%+1.3%0.099%
11/10/2025Washington Trust Advisors Inc.2,191$111K0.0%N/A0.007%
11/7/2025Studio Investment Management LLC27,146$1.38M0.3%+64.8%0.089%
11/5/2025Coston McIsaac & Partners74,553$3.79M0.9%+8.6%0.244%
11/3/2025LRI Investments LLC24,268$1.23M0.1%+106.8%0.080%
10/29/2025Root Financial Partners LLC955,780$48.54M3.0%+57.0%3.175%
10/29/2025Arkadios Wealth Advisors139,635$7.09M0.2%+22.8%0.464%
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10/28/2025Family CFO Inc25,795$1.31M0.6%+66.8%0.086%
10/15/2025Vestia Personal Wealth Advisors75,828$3.85M2.1%+596.8%0.254%
8/14/2025Cary Street Partners Financial LLC29,711$1.51M0.0%+20.4%0.108%
8/12/2025JPMorgan Chase & Co.796$40K0.0%-91.0%0.003%
8/11/2025VSM Wealth Advisory LLC4,841$246K0.1%-4.3%0.018%
8/11/2025Root Financial Partners LLC608,625$30.89M3.0%+14.8%2.254%
8/4/2025Arkadios Wealth Advisors113,695$5.77M0.2%-31.7%0.421%
7/31/2025Curio Wealth LLC10,288$522K0.2%+342,833.3%0.038%
7/30/2025Studio Investment Management LLC16,477$836K0.2%+25.7%0.061%
7/29/2025Financial Symmetry Inc73,025$3.71M1.9%+23.3%0.270%
7/21/2025Family CFO Inc15,460$785K0.4%+63.0%0.057%
7/16/2025Vestia Personal Wealth Advisors10,883$552K0.4%+148.1%0.041%
7/11/2025Farther Finance Advisors LLC9,935$504K0.0%+63.8%0.038%
5/14/2025Flow Traders U.S. LLC16,026$813K0.0%-32.5%0.069%
5/9/2025Cary Street Partners Financial LLC24,678$1.25M0.0%N/A0.106%
5/8/2025Arkadios Wealth Advisors166,494$8.45M0.3%+12.7%0.716%
5/1/2025LRI Investments LLC11,735$595K0.1%N/A0.050%
4/30/2025Vestia Personal Wealth Advisors4,387$223K0.2%-15.5%0.019%
4/30/2025Financial Symmetry Inc59,235$3.01M1.8%+80.9%0.259%
4/24/2025Family CFO Inc9,483$481K0.3%N/A0.041%
4/14/2025Farther Finance Advisors LLC6,066$308K0.0%N/A0.026%
2/17/2025Studio Investment Management LLC3,725$188K0.0%N/A0.039%
2/11/2025VSM Wealth Advisory LLC4,937$250K0.1%N/A0.052%
2/10/2025Curio Wealth LLC10,288$520K0.3%N/A0.108%
2/4/2025Financial Symmetry Inc32,749$1.66M1.1%+195.4%0.345%
2/3/2025Aspect Partners LLC951$48K0.0%N/A0.010%
1/27/2025Vestia Personal Wealth Advisors5,189$263K0.2%N/A0.055%
1/23/2025Coston McIsaac & Partners30,830$1.56M0.5%+52,154.2%0.325%
1/16/2025Lam Group Inc.3,130$158K0.1%+50.5%0.033%
1/15/2025Arkadios Wealth Advisors147,684$7.47M0.4%-48.0%1.555%
11/14/2024Flow Traders U.S. LLC11,710$595K0.0%N/A0.123%
10/24/2024Arkadios Wealth Advisors284,028$14.42M0.8%+2.3%2.990%
10/21/2024Financial Symmetry Inc11,086$563K0.4%+77.5%0.117%
10/18/2024Lam Group Inc.2,080$106K0.1%-17.8%0.022%
8/14/2024Great Oak Capital Partners LLC55,730$2.83M1.1%+44.3%0.587%
7/29/2024Arkadios Wealth Advisors277,721$14.07M0.9%N/A2.923%
7/10/2024Financial Symmetry Inc6,247$317K0.2%N/A0.066%


DUSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 institutional investors and hedge funds held shares of Ultra-Short Fixed Income ETF. The most heavily invested institutionals were Root Financial Partners LLC ($76.79M), Financial Symmetry Inc ($10.62M), Arkadios Wealth Advisors ($7.69M), Farther Finance Advisors LLC ($4.99M), Coston McIsaac & Partners ($4.17M), McIlrath & Eck LLC ($3.04M), and Studio Investment Management LLC ($2.84M).Learn more on Ultra-Short Fixed Income ETF's institutional investors.

Of the 24 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: Root Financial Partners LLC ($984.36K), Financial Symmetry Inc ($158.73K), Torren Management LLC ($118.27K), Arkadios Wealth Advisors ($80.73K), Vestia Personal Wealth Advisors ($76.63K), Farther Finance Advisors LLC ($60.32K), and Coston McIsaac & Partners ($53.90K).

Institutional investors have bought a total of 1,517,124 shares in the last 24 months. This purchase volume represents approximately $76.93M in transactions.

The following institutional investors have sold Ultra-Short Fixed Income ETF stock in the last 24 months: Torren Management LLC ($79.65K), Vestia Personal Wealth Advisors ($21.31K), Arkadios Wealth Advisors ($17.65K), Cary Street Partners Financial LLC ($14.85K), Family CFO Inc ($11.11K), Coston McIsaac & Partners ($9.46K), and EverSource Wealth Advisors LLC ($1.46K).

Institutional investors have sold a total of 155,494 shares in the last 24 months. This volume of shares sold represents approximately $7.89M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DUSB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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