CUSIP 90214Q527FNDTNS DYN INCOMQ1 2025
6 filings · latest Jul 8, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | 377.2K | $3.57M |
| 2 | Geowealth Management, LLC | 227.2K | $2.15M |
| 3 | Citadel Advisors LLC | 14.3K | $135.1K |
| 4 | Gts Securities LLC | 13.5K | $127.8K |
| 5 | Jane Street Group, LLC | 12.6K | $119.6K |
| 6 | Ubs Group AG | 1.3K | $12.4K |
| 7 | Flow Traders U.S. LLC | 10.3K | $97 |
| 4 | Feb 5, 2025 | Foundations Investment Advisors, LLC | 13G/A | 55.7% | 404.0K | SEC |
| 5 | Jan 8, 2025 | Foundations Investment Advisors, LLC | 13G/A | 44.5% | 266.8K | SEC |
| 6 | Dec 6, 2024 | Foundations Investment Advisors, LLC | 13G | 33.3% | 258.2K | SEC |