USDU(USDU)
USDU
Institutional Ownership
Top 112 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| MORGAN STANLEY | 671.35K | Sep 30, 26 | -79.45K | 3.90% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 570.95K | Sep 30, 26 | +14.04K | 3.32% |
| EXCHANGE TRADED CONCEPTS, LLC | 344.15K | Sep 30, 26 | +344.15K | 2.00% |
| LPL Financial LLC | 336.18K | Sep 30, 26 | -17.52K | 1.95% |
| Ameritas Advisory Services, LLC | 326.98K | Sep 30, 26 | +817 | 1.90% |
| Empowered Funds, LLC | 253.10K | Sep 30, 26 | +253.10K | 1.47% |
| THOR TRADING ADVISORS, LLC | 238.99K | Sep 30, 26 | +188.96K | 1.39% |
| Summit Place Financial Advisors, LLC | 181.44K | Sep 30, 26 | -9.88K | 1.06% |
| HighTower Advisors, LLC | 158.99K | Sep 30, 26 | -10.27K | 0.92% |
| Fortis Group Advisors, LLC | 148.82K | Sep 30, 26 | -148.61K | 0.87% |
| J. Safra Sarasin Holding AG | 119.36K | Sep 30, 26 | -- | 0.69% |
| OSAIC HOLDINGS, INC. | 94.14K | Sep 30, 26 | -669 | 0.55% |
| Triad Wealth Partners, LLC | 92.61K | Sep 30, 26 | +92.61K | 0.54% |
| COMPASS FINANCIAL MANAGEMENT LLC | 87.34K | Sep 30, 26 | +87.34K | 0.51% |
| Maridea Wealth Management LLC | 72.36K | Sep 30, 26 | -98.05K | 0.42% |
| Capital Advisor Network LLC | 72.19K | Sep 30, 26 | -23.53K | 0.42% |
| GeoWealth Management, LLC | 45.91K | Sep 30, 26 | +45.91K | 0.27% |
| Quadrature Capital Ltd | 38.18K | Sep 30, 26 | +38.18K | 0.22% |
| JANE STREET GROUP, LLC | 34.84K | Sep 30, 26 | +34.84K | 0.20% |
| Cetera Investment Advisers | 26.91K | Sep 30, 26 | -126.41K | 0.16% |
| BANK OF MONTREAL /CAN/ | 13.64K | Sep 30, 26 | +810 | 0.08% |
| Cambridge Investment Research Advisors, Inc. | 13.07K | Sep 30, 26 | -6 | 0.08% |
| Mariner, LLC | 11.30K | Sep 30, 26 | +11.30K | 0.07% |
| WBI INVESTMENTS, LLC | 9.53K | Sep 30, 26 | -103 | 0.06% |
| Sovereign Financial Group, Inc. | 9.42K | Sep 30, 26 | -27.04K | 0.05% |
| VestGen Investment Management | 9.31K | Sep 30, 26 | -30.83K | 0.05% |
| PMV Capital Advisers, LLC | 8.39K | Sep 30, 26 | +8.11K | 0.05% |
| Private Advisor Group, LLC | 7.59K | Sep 30, 26 | +7.59K | 0.04% |
| Parallel Advisors, LLC | 3.15K | Sep 30, 26 | -1.15K | 0.02% |
| FIFTH THIRD BANCORP | 2.62K | Sep 30, 26 | -50 | 0.02% |
| UBS Group AG | 1.60K | Sep 30, 26 | +395 | 0.01% |
| Heritage Family Offices, LLP | 1.54K | Sep 30, 26 | +1.54K | 0.01% |
| BFC Planning, Inc. | 769 | Sep 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 680 | Sep 30, 26 | -53 | 0.00% |
| Rossby Financial, LCC | 460 | Sep 30, 26 | +236 | 0.00% |
| Global Retirement Partners, LLC | 412 | Sep 30, 26 | -4.96K | 0.00% |
| Highland Investment Advisors LLC | 379 | Sep 30, 26 | -1 | 0.00% |
| Smartleaf Asset Management LLC | 260 | Sep 30, 26 | +27 | 0.00% |
| Buck Wealth Strategies, LLC | 214 | Sep 30, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 197 | Sep 30, 26 | -7.54K | 0.00% |
| Continuum Advisory, LLC | 150 | Sep 30, 26 | +37 | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 127 | Sep 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 85 | Sep 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 73 | Sep 30, 26 | +73 | 0.00% |
| CITIGROUP INC | 39 | Sep 30, 26 | +39 | 0.00% |
| JPMORGAN CHASE & CO | 13 | Sep 30, 26 | -217 | 0.00% |
| Horizon Investments, LLC | 12 | Sep 30, 26 | -- | 0.00% |
| BNP PARIBAS FINANCIAL MARKETS | 4 | Sep 30, 26 | -47 | 0.00% |
| TUCKER ASSET MANAGEMENT LLC | -- | Sep 30, 26 | -1.69K | -- |
| Avestar Capital, LLC | -- | Sep 30, 26 | -41.71K | -- |
| Kingsview Wealth Management, LLC | -- | Sep 30, 26 | -11.91K | -- |
| NVWM, LLC | -- | Sep 30, 26 | -4.37K | -- |
| Synergy Asset Management, LLC | -- | Sep 30, 26 | -11.46K | -- |
| HARBOUR INVESTMENTS, INC. | -- | Sep 30, 26 | -652 | -- |
| Ascent Group, LLC | -- | Sep 30, 26 | -16.32K | -- |
| Balefire, LLC | -- | Sep 30, 26 | -63.22K | -- |
| Ignite Planners, LLC | -- | Sep 30, 26 | -11.44K | -- |
| Johnson Financial Group, Inc. | -- | Sep 30, 26 | -284 | -- |
| Capital Investment Advisory Services, LLC | -- | Sep 30, 26 | -1.19K | -- |
| COWA, LLC | -- | Sep 30, 26 | -77.74K | -- |
| Algorithmic Investment Models, LLC | -- | Sep 30, 26 | -45.38K | -- |
| VestGen Advisors, LLC | -- | Sep 30, 26 | -40.98K | -- |
| ENVESTNET ASSET MANAGEMENT INC | 827.28K | Jun 30, 26 | +627.17K | 4.81% |
| MORGAN STANLEY | 750.80K | Jun 30, 26 | +255.41K | 4.37% |
| Ausdal Financial Partners, Inc. | 565.84K | Jun 30, 26 | +346.53K | 3.29% |
| Advyzon Investment Management, LLC | 553.49K | Jun 30, 26 | +333.38K | 3.22% |
| Wealth High Governance Asset Management Ltda. | 186.80K | Jun 30, 26 | +186.80K | 1.09% |
| Cetera Investment Advisers | 153.32K | Jun 30, 26 | +39.20K | 0.89% |
| OSAIC HOLDINGS, INC. | 94.81K | Jun 30, 26 | -4.83K | 0.55% |
| Camarda Financial Advisors, LLC | 76.78K | Jun 30, 26 | +76.78K | 0.45% |
| Vident Advisory, LLC | 73.25K | Jun 30, 26 | +73.25K | 0.43% |
| Equitable Holdings, Inc. | 46.45K | Jun 30, 26 | +46.45K | 0.27% |
| Gateway Wealth Partners, LLC | 45.82K | Jun 30, 26 | +1.71K | 0.27% |
| BANK OF AMERICA CORP /DE/ | 36.94K | Jun 30, 26 | -5.10K | 0.21% |
| CITADEL ADVISORS LLC | 20.56K | Jun 30, 26 | -54.09K | 0.12% |
| Brookwood Investment Group LLC | 9.86K | Jun 30, 26 | -6.21K | 0.06% |
| Qube Research & Technologies Ltd | 7.73K | Jun 30, 26 | +7.53K | 0.04% |
| FWL INVESTMENT MANAGEMENT, LLC | 2.75K | Jun 30, 26 | +2.75K | 0.02% |
| AE Wealth Management LLC | 733 | Jun 30, 26 | +53 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 645 | Jun 30, 26 | +645 | 0.00% |
| Johnson Financial Group, Inc. | 284 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 230 | Jun 30, 26 | -905 | 0.00% |
| WELLS FARGO & COMPANY/MN | 164 | Jun 30, 26 | +164 | 0.00% |
| Continuum Advisory, LLC | 113 | Jun 30, 26 | +113 | 0.00% |
| ROYAL BANK OF CANADA | 25 | Jun 30, 26 | -1.16K | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -92.77K | -- |
| Rockefeller Capital Management L.P. | -- | Jun 30, 26 | -11.54K | -- |
| Empowered Funds, LLC | -- | Jun 30, 26 | -512.48K | -- |
| GOLDMAN SACHS GROUP INC | -- | Jun 30, 26 | -37.13K | -- |
| Tower Research Capital LLC (TRC) | -- | Jun 30, 26 | -3 | -- |
| Hilltop Holdings Inc. | -- | Jun 30, 26 | -17.55K | -- |
| MILLINGTON SECURITIES, LLC | 13.74K | Mar 31, 26 | +13.74K | 0.08% |
| CIBC Private Wealth Group LLC | 956 | Dec 31, 25 | +580 | 0.01% |
| COMERICA BANK | 100 | Dec 31, 25 | +50 | 0.00% |
| Defined Financial Planning LLC | -- | Sep 30, 25 | -9.38K | -- |
| Good Life Advisors, LLC | -- | Jun 30, 25 | -72.78K | -- |
| TAP Consulting, LLC | 55.55K | Dec 31, 24 | +2.37K | 0.32% |
| VitalStone Financial, LLC | 79.49K | Sep 30, 24 | -10.41K | 0.46% |
| Cetera Advisor Networks LLC | 235.46K | Mar 31, 24 | -3.64K | 1.37% |
| Cutler Group LLC / CA | 975 | Mar 31, 24 | +975 | 0.01% |
| DFPG INVESTMENTS, LLC | -- | Dec 31, 23 | -57.05K | -- |
| Vident Investment Advisory, LLC | 242.93K | Jun 30, 23 | -133.39K | 1.41% |
| NEXT Financial Group, Inc | 160 | Dec 31, 21 | +160 | 0.00% |
| Pinnacle Advisory Group, Inc. | -- | Mar 31, 21 | -23.13K | -- |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.12K | Dec 31, 19 | -890 | 0.01% |
| Advisor Group, Inc. | 556 | Dec 31, 19 | +556 | 0.00% |
| CEDAR HILL ASSOCIATES, LLC | 28.47K | Dec 31, 18 | -3.05K | 0.17% |
| GFS Private Wealth, LLC | 145.45K | Dec 31, 17 | +145.45K | 0.85% |
| MSI Financial Services Inc | 265 | Dec 31, 16 | +219 | 0.00% |
| Argentus Capital Management, LLC | -- | Dec 31, 16 | -2.24K | -- |
| COMMUNITY BANK SYSTEM, INC. | 62.33K | Sep 30, 14 | -- | 0.36% |
| UBS AG | -- | Sep 30, 14 | -9.99K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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