DOSSIER · 13F Holders · Q2 2026

UNITED DEV FUNDING XXXPENDING FUTURE DISTRIBUTEFF: 03/20/2025

5 institutions still hold UNITED DEV FUNDING XXXPENDING FUTURE DISTRIBUTEFF: 03/20/2025 as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 910CVR018·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
visible holders
Holders
5
filers reporting
Concentration
Financial Gravity Companies, Inc. #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported UNITED DEV FUNDING XXXPENDING FUTURE DISTRIBUTEFF: 03/20/2025 in Q2 2026. Top-holder concentration data is loading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Gravity Companies, Inc.
CIK 0001377167
$0990.00%Q2 2026
02
MILLER WEALTH ADVISORS, LLC
CIK 0001908158
$07740.00%Q2 2026
03
Motiv8 Investments LLC
CIK 0002024873
$02490.00%Q4 2025
04
FIRST FINANCIAL CORP /IN/
CIK 0000714562
$05200.00%Q2 2026
05
Financial Gravity Asset Management, Inc.
CIK 0001741736
$0990.00%Q1 2026