F/M US Treasury 10 Year NoteUTENETF
13F holders, Q2 2026 (June 30)53holders +2
11new positions
8sold out
1famous investor
$43.20avg. 13F price*
At the end of Q2 2026, 53 institutions reported holding F/M US Treasury 10 Year Note (UTEN) in their 13F filings, up 2 from Q1 2026. 11 opened new positions and 8 sold out. The largest holders were Equitable Holdings, Inc. ($37.8M), Altfest L J & Co. Inc. ($35.9M) and Woodard & Co. Asset Management Group Inc. ($25.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- F/M US Treasury 10 Year Note
- Filed as
- RBB FD INC (Q2 2026)
- CUSIP
- 74933W536
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.2M |
| Exits | 8 | $2.5M |
All 13F filers, Q1 2026 → Q2 2026: 259,563 shares bought and 341,975 shares sold, net −82,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Equitable Holdings, Inc. | 0.23% | Add +3.6% | 875,442 | $37.8M |
| Altfest L J & Co. Inc. | 3.48% | Add +1.3% | 831,674 | $35.9M |
| Woodard & Co. Asset Management Group Inc. | 3.73% | Add +0.6% | 598,332 | $25.8M |
| Morgan Stanley | 0.00% | Reduce -13.1% | 468,060 | $20.2M |
| Wealthcare Capital Management LLC | 1.54% | Reduce -5.8% | 375,016 | $16.2M |
| Raymond James Financial Inc. | 0.00% | Add +26.8% | 302,909 | $13.1M |
| LPL Financial LLC | 0.00% | Reduce -12.4% | 192,642 | $8.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +6.8% | 149,164 | $6.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.2% | 109,688 | $4.7M |
| Apollon Wealth Management, LLC | 0.03% | No change | 62,260 | $2.7M |
| JPMorgan Chase & Co. | 0.00% | Add +60.9% | 57,942 | $2.5M |
| UBS Group AG | 0.00% | Reduce -2.9% | 48,672 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -12.1% | 44,366 | $1.9M |
| Crew Capital Management, Ltd | 0.99% | Add +27.5% | 41,831 | $1.8M |
| Flow Traders U.S. LLC | 0.07% | New | 41,810 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.9% | 41,281 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +12.7% | 38,614 | $1.7M |
| NewEdge Advisors, LLC | 0.00% | Add +5.1% | 36,720 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -60.3% | 25,346 | $1.1M |
| Foguth Wealth Management, LLC. | 0.12% | Reduce -65.4% | 24,840 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.02% | New | 20,761 | $897K |
| Nicolet Bankshares Inc. | 0.03% | Reduce -4.4% | 20,068 | $867K |
| Truist Financial Corp. | 0.00% | Reduce -33.5% | 19,960 | $862K |
| Sanctuary Advisors, LLC | 0.00% | No change | 18,573 | $802K |
| Stewardship Advisors, LLC | 0.15% | Add +12.0% | 17,135 | $740K |
| Empirical Asset Management, LLC | 0.15% | Reduce -2.1% | 15,792 | $682K |
| Stapp Wealth Management, PLLC | 0.84% | No change | 14,825 | $640K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.0% | 14,441 | $624K |
| Global View Capital Management LLC | 0.13% | Reduce -3.9% | 14,312 | $618K |
| Citadel Advisors | 0.00% | Reduce -80.3% | 13,978 | $604K |
| F/m Investments LLC | 0.03% | Add +3.1% | 11,980 | $518K |
| Daymark Wealth Partners, LLC | 0.01% | New | 10,524 | $455K |
| Kovack Advisors, Inc. | 0.02% | New | 8,550 | $369K |
| Savvy Advisors, Inc. | 0.01% | New | 6,542 | $283K |
| LVW Advisors, LLC | 0.02% | Add +15.5% | 6,346 | $274K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 5,800 | $251K |
| Valtinson Bruner Financial Planning LLC | 0.06% | Add +0.5% | 5,305 | $229K |
| HighPoint Advisor Group LLC | 0.01% | No change | 5,261 | $227K |
| Mercer Global Advisors Inc. | 0.00% | No change | 5,177 | $224K |
| Laird Norton Wetherby Trust Company, LLC | 0.00% | Reduce -22.0% | 4,953 | $214K |
| Royal Fund Management, LLC | 0.02% | New | 4,667 | $202K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +37.8% | 3,378 | $146K |
| Jones Financial Companies LLLP | 0.00% | New | 2,300 | $100K |
| CX Institutional | 0.00% | New | 1,500 | $65K |
| Bank of New Hampshire | 0.01% | New | 900 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 680 | $29K |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.5% | 600 | $26K |
| Spire Wealth Management | 0.00% | No change | 547 | $24K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 216 | $9K |
| AE Wealth Management LLC | 0.00% | Reduce -73.9% | 106 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 87 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 5 | $216 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $93 |
"% of holder's portfolio" is UTEN's weight in each manager's 13F, not the share of F/M US Treasury 10 Year Note the manager owns.