§ EQUITY
USDULST
SS ULTRA SHORT TM BOND ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
58 increased/new, 40 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| CWM, LLC | 3.9M | 0.4% | +4% |
| LPL Financial LLC | 1.3M | 0.0% | −2% |
| Morgan Stanley | 693K | 0.0% | n/a |
| Avestar Capital, LLC | 590K | 1.5% | −5% |
| BIP Wealth, LLC | 588K | 1.0% | +4% |
| PTM WEALTH MANAGEMENT, LLC | 472K | 10.1% | −33% |
◇ AC INTELLIGENCE
Top institutional owners for ULST as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER89.6% · 94 holders
DEALER / BANK10.4% · 10 holders
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ULST in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ULST yet.