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Ownership — UDN
Institutional Holdings
Insider Transactions
US Institutional Ownership
28.1%
Institution
Shares
Value
Ownership %
Change
Filing Date
HighTower Advisors, LLC
600.9K
$10.0M
10.02%
+9.5K
2026-06-30
Jane Street Group, LLC
205.9K
$3.0M
3.43%
-132.6K
2026-06-30
Citadel Advisors LLC
194.6K
$3.0M
3.24%
-1.5K
2026-06-30
Bank of America Corp
131.9K
$2.0M
2.20%
-18.8K
2026-06-30
L1 Global Manager Pty Ltd
110.0K
$1.0M
1.83%
--
2026-06-30
UBS Group AG
85.5K
$1.0M
1.42%
-56.8K
2026-06-30
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
76.4K
$1.0M
1.27%
+9.4K
2026-06-30
Flow Traders U.S. LLC
48.4K
--
0.81%
+9.5K
2026-06-30
BNP Paribas Financial Markets
44.1K
--
0.74%
+38.8K
2026-06-30
Raymond James Financial Inc
30.7K
--
0.51%
-26.7K
2026-06-30
Advisory Services Network, LLC
25.4K
--
0.42%
--
2026-06-30
Bull Harbor Capital LLC
23.8K
--
0.40%
+3.9K
2026-06-30
Lido Advisors, LLC
21.5K
--
0.36%
-300
2026-06-30
Morgan Stanley
16.5K
--
0.27%
-3.5K
2026-06-30
LPL Financial LLC
16.4K
--
0.27%
-16.5K
2026-06-30
Maltin Wealth Management, Inc.
14.9K
--
0.25%
--
2026-06-30
Capstone Wealth Management Group, Inc.
13.9K
--
0.23%
--
2026-06-30
Simplex Trading, LLC
12.6K
--
0.21%
-17.9K
2026-06-30
Legacy Bridge, LLC
4.3K
--
0.07%
--
2026-06-30
Delos Wealth Advisors, LLC
3.1K
--
0.05%
--
2026-06-30
Osaic Holdings, Inc.
2.8K
--
0.05%
-2.5K
2026-06-30
Strategic Investment Solutions, Inc.
2.8K
--
0.05%
+300
2026-06-30
Integrated Wealth Concepts LLC
1.1K
--
0.02%
--
2026-06-30
Farther Finance Advisors, LLC
525
--
0.01%
-604
2026-06-30
Steward Partners Investment Advisory, LLC
241
--
0.00%
--
2026-06-30
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