Who owns ULST
Which tracked institutional funds hold ULST, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ULST company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
18 tracked funds added or opened ULST while 14 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ULST’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ULST more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ULST divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 113 tracked filers holding ULST, 58 increased or opened the position and 47 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ULST between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 7
- Kraft, Davis & Associates, LLC$4M
- CITADEL ADVISORS LLC$2M
- Coppell Advisory Solutions LLC$1M
- COMPASS FINANCIAL MANAGEMENT LLC$913K
- GOLDMAN SACHS GROUP INC$896K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$810K
Full exits 7
- CWM, LLC$160M
- IEQ CAPITAL, LLC$8M
- Elevation Capital Advisory, LLC$7M
- Thrivent Financial for Lutherans$2M
- TRUE Private Wealth Advisors$1M
- FLOW TRADERS U.S. LLC$997K
Largest adds
- LPL Financial LLC$4M
- BIP Wealth, LLC$3M
- MORGAN STANLEY$3M
- PTM WEALTH MANAGEMENT, LLC$2M
- Avestar Capital, LLC$2M
- ORBA Wealth Advisors, L.L.C.$1M
Largest trims
- AQR CAPITAL MANAGEMENT LLC$4M
- JPMORGAN CHASE & CO$1M
- UBS Group AG$587K
- TKG Advisors, LLC$497K
- G&S Capital LLC$456K
- OakTrust Wealth Advisors, LLC$438K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,384,703 | $56M | 18.7% | 2026-Q2 |
| MORGAN STANLEY added | 767,227 | $31M | 10.4% | 2026-Q2 |
| BIP Wealth, LLC added | 665,102 | $27M | 9.0% | 2026-Q2 |
| Avestar Capital, LLC added | 628,720 | $25M | 8.5% | 2026-Q2 |
| PTM WEALTH MANAGEMENT, LLC added | 515,263 | $21M | 7.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 357,933 | $14M | 4.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 273,073 | $11M | 3.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 272,455 | $11M | 3.7% | 2026-Q2 |
| Stablepoint Partners, LLC added | 220,840 | $9M | 3.0% | 2026-Q2 |
| ORBA Wealth Advisors, L.L.C. added | 158,037 | $6M | 2.1% | 2026-Q2 |
| Norris Financial Group, LLC added | 123,113 | $5M | 1.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 119,635 | $5M | 1.6% | 2026-Q2 |
| David Kennon Inc trimmed | 106,107 | $4M | 1.4% | 2026-Q2 |
| Kraft, Davis & Associates, LLC added | 104,871 | $4M | 1.4% | 2026-Q2 |
| WT Wealth Management added | 79,331 | $3M | 1.1% | 2026-Q2 |
| UBS Group AG trimmed | 73,963 | $3M | 1.0% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 72,332 | $3M | 1.0% | 2026-Q2 |
| BridgePort Financial Solutions, LLC trimmed | 68,829 | $3M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 59,350 | $2M | 0.8% | 2026-Q2 |
| Focus Partners Wealth added | 56,596 | $2M | 0.8% | 2026-Q2 |
| Cannon Wealth Management Services, LLC added | 53,709 | $2M | 0.7% | 2026-Q2 |
| Elmwood Wealth Management, Inc. added | 49,849 | $2M | 0.7% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 49,579 | $1M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 48,492 | $2M | 0.7% | 2026-Q2 |
| Barnes Wealth Management Group, Inc trimmed | 47,687 | $2M | 0.6% | 2026-Q2 |
| Global View Capital Management LLC added | 45,931 | $2M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 41,720 | $2M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 40,166 | $2M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 38,364 | $2M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 33,420 | $1M | 0.5% | 2026-Q2 |
| CGN Advisors LLC added | 32,562 | $1M | 0.4% | 2026-Q2 |
| Authentikos Wealth Advisory, LLC trimmed | 30,602 | $1M | 0.4% | 2026-Q2 |
| Fiduciary Trust Co | 28,840 | $1M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 28,296 | $1M | 0.4% | 2026-Q2 |
| Ameliora Wealth Management Ltd. | 27,767 | $1M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 26,670 | $1M | 0.4% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24,700 | $998K | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 23,620 | $955K | 0.3% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 22,594 | $913K | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 22,154 | $896K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 21,685 | $877K | 0.3% | 2026-Q2 |
| Crews Bank & Trust trimmed | 21,250 | $859K | 0.3% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC | 20,850 | $843K | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 20,231 | $818K | 0.3% | 2026-Q2 |
| Savant Capital, LLC added | 20,063 | $812K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,039 | $810K | 0.3% | 2026-Q2 |
| G&S Capital LLC trimmed | 19,965 | $807K | 0.3% | 2026-Q2 |
| Kirkwood Financial Services new | 19,824 | $801K | 0.3% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC trimmed | 18,396 | $744K | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 17,523 | $708K | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 16,848 | $681K | 0.2% | 2026-Q2 |
| McAdam, LLC added | 15,852 | $641K | 0.2% | 2026-Q2 |
| Perennial Investment Advisors, LLC added | 15,250 | $616K | 0.2% | 2026-Q2 |
| TKG Advisors, LLC trimmed | 14,161 | $572K | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC | 13,302 | $538K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 12,838 | $519K | 0.2% | 2026-Q2 |
| Golden State Wealth Management, LLC added | 12,629 | $511K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP | 12,025 | $486K | 0.2% | 2026-Q2 |
| Penobscot Investment Management Company, Inc. | 11,700 | $473K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 11,543 | $467K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 11,350 | $459K | 0.2% | 2026-Q2 |
| Prestige Wealth Management Group LLC added | 11,220 | $454K | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 10,573 | $427K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,252 | $414K | 0.1% | 2026-Q2 |
| Trilogy Capital Inc. added | 10,125 | $409K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,046 | $406K | 0.1% | 2026-Q2 |
| CATALYST PRIVATE WEALTH, LLC | 10,000 | $404K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 9,871 | $399K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 9,744 | $394K | 0.1% | 2026-Q2 |
| Destination Wealth Management | 9,706 | $392K | 0.1% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. | 9,622 | $389K | 0.1% | 2026-Q2 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC trimmed | 9,294 | $376K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 9,113 | $368K | 0.1% | 2026-Q2 |
| ZEGA Investments, LLC trimmed | 8,037 | $325K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 7,382 | $298K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 7,211 | $292K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 7,203 | $291K | 0.1% | 2026-Q2 |
| Wisconsin Wealth Advisors, LLC trimmed | 7,196 | $291K | 0.1% | 2026-Q2 |
| Advisor Resource Council trimmed | 6,942 | $280K | 0.1% | 2026-Q2 |
| January Capital Advisors LLC trimmed | 6,754 | $273K | 0.1% | 2026-Q2 |
| Bouchey Financial Group, Ltd. trimmed | 6,690 | $270K | 0.1% | 2026-Q2 |
| Winch Advisory Services, LLC added | 6,008 | $243K | 0.1% | 2026-Q2 |
| Worth Asset Management, LLC | 5,931 | $240K | 0.1% | 2026-Q2 |
| OakTrust Wealth Advisors, LLC trimmed | 5,807 | $235K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC | 5,709 | $231K | 0.1% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 5,677 | $230K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC new | 5,455 | $221K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 5,443 | $220K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 5,203 | $210K | 0.1% | 2026-Q2 |
| United Advisor Group, LLC trimmed | 5,165 | $209K | 0.1% | 2026-Q2 |
| LANE BROTHERS & CO INC trimmed | 5,024 | $203K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 5,005 | $202K | 0.1% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC | 5,000 | $202K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 3,585 | $145K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 2,175 | $88K | 0.0% | 2026-Q2 |
| Glen Eagle Advisors, LLC added | 1,901 | $77K | 0.0% | 2026-Q2 |
| Tidemark, LLC new | 1,600 | $65K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,310 | $53K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,309 | $53K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 1,303 | $53K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.