Go Pro
→ SPCX Warning - and Worst News for Stocks in 50 Years (From TradeSmith) (Ad)tc pixel Free DUSB Stock Alerts

Ultra-Short Fixed Income ETF (DUSB) Institutional Ownership

$50.78 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$81.24M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$6.94M
Get DUSB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Ultra-Short Fixed Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

DUSB Institutional Buying and Selling by Quarter

Ultra-Short Fixed Income ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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, 24 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), Arkadios Wealth Advisors ($7.69M), Financial Symmetry Inc ($7.49M), Torren Management LLC ($6.00M), Coston McIsaac & Partners ($4.17M), McIlrath & Eck LLC ($3.04M), and Great Oak Capital Partners LLC ($2.83M).Learn more on Ultra-Short Fixed Income ETF's institutional investors.

Of the 23 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), Arkadios Wealth Advisors ($358.46K), Financial Symmetry Inc ($147.92K), Torren Management LLC ($118.27K), Vestia Personal Wealth Advisors ($76.63K), Coston McIsaac & Partners ($53.90K), and Farther Finance Advisors LLC ($51.66K).

Institutional investors have bought a total of 1,601,859 shares in the last 24 months. This purchase volume represents approximately $81.24M in transactions.

The following institutional investors have sold Ultra-Short Fixed Income ETF stock in the last 24 months: Arkadios Wealth Advisors ($70.45K), Vestia Personal Wealth Advisors ($21.31K), Cary Street Partners Financial LLC ($14.85K), Family CFO Inc ($11.11K), Coston McIsaac & Partners ($9.46K), JPMorgan Chase & Co. ($8.05K), and EverSource Wealth Advisors LLC ($1.46K).

Institutional investors have sold a total of 136,917 shares in the last 24 months. This volume of shares sold represents approximately $6.94M in transactions.


Related Companies

This page (NYSEARCA:DUSB) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel