Who owns ULST?
State Street Ultra Short Term Bond ETF · State Street
117 institutions reported holding ULST, worth $302.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ULST
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $56.0M | 1,384,703 | +91,332 shares |
| Morgan Stanley | New York, NY | $31.0M | 767,227 | +74,220 shares |
| BIP Wealth, LLC | Atlanta, GA | $26.9M | 665,102 | +76,924 shares |
| Avestar Capital, LLC | New York, NY | $25.4M | 628,720 | +38,718 shares |
| PTM Wealth Management, LLC | North Wales, PA | $20.8M | 515,263 | +43,742 shares |
| AQR Capital Management LLC | Greenwich, CT | $14.5M | 357,933 | −101,644 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $11.0M | 273,073 | −4,339 shares |
| Bank of America Corp. | Charlotte, NC | $11.0M | 272,455 | −5,195 shares |
| Stablepoint Partners, LLC | Braintree, MA | $8.9M | 220,840 | +5,106 shares |
| ORBA Wealth Advisors, L.L.C. | Chicago, IL | $6.4M | 158,037 | +35,169 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: ULST vs SBAR, ULST vs IBHH, ULST vs GIGL, ULST vs GTIP.
Frequently asked questions
Who owns ULST?
117 institutional managers reported holding ULST in Form 13F filings for June 30, 2026, worth $302.0M in total. The largest reported position was held by LPL Financial LLC, at $56.0M.
Did institutions buy or sell ULST last quarter?
Reported 13F value rose 1.0% from March 31, 2026, which includes price moves as well as buying and selling. 21 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ULST ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.