F/M US Treasury 10 Year NoteUTENETF
13F holders, Q1 2024 (March 31)27holders
1famous investor
$44.05avg. 13F price*
At the end of Q1 2024, 27 institutions reported holding F/M US Treasury 10 Year Note (UTEN) in their 13F filings. The largest holders were Wealthcare Capital Management LLC ($19.5M), Altfest L J & Co. Inc. ($10.0M) and Valtinson Bruner Financial Planning LLC ($7.4M). 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 (Q1 2024)
- CUSIP
- 74933W536
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $8.0M |
| Exits | 3 | $18.0M |
Ownership 27 holders
| Wealthcare Capital Management LLC | 2.17% | Reduce -56.5% | 442,686 | $19.5M |
| Altfest L J & Co. Inc. | 1.41% | Add +26.6% | 226,134 | $10.0M |
| Valtinson Bruner Financial Planning LLC | 3.16% | New | 168,449 | $7.4M |
| Foguth Wealth Management, LLC. | 3.29% | — | 139,475 | $6.1M |
| Signal Advisors Wealth, LLC | 1.52% | Add +111.3% | 139,475 | $6.1M |
| LPL Financial LLC | 0.00% | Reduce -2.2% | 124,948 | $5.5M |
| Jane Street Group, LLC | 0.01% | Add +253.8% | 103,389 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +370.3% | 96,348 | $4.2M |
| Empirical Asset Management, LLC | 1.07% | Add +3.6% | 50,247 | $2.2M |
| AE Wealth Management LLC | 0.02% | Add +212.6% | 49,549 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +83.0% | 47,475 | $2.1M |
| Thoroughbred Financial Services, LLC | 0.17% | Reduce -21.6% | 40,776 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.10% | Reduce -7.5% | 40,018 | $1.8M |
| UBS Group AG | 0.00% | Add +428.5% | 29,472 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -14.2% | 19,201 | $846K |
| Acorn Financial Advisory Services Inc. | 0.14% | Add +21.1% | 16,833 | $741K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.6% | 15,799 | $696K |
| F/m Investments LLC | 0.33% | Reduce -95.8% | 10,904 | $480K |
| Susquehanna International Group, LLP | 0.00% | New | 10,521 | $463K |
| SG Americas Securities, LLC | 0.00% | No change | 10,309 | $454K |
| Citadel Advisors | 0.00% | Reduce -54.8% | 5,096 | $224K |
| JPMorgan Chase & Co. | 0.00% | New | 1,895 | $83K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 1,561 | $66K |
| Simplex Trading, LLC | 0.00% | Reduce -32.4% | 597 | $26K |
| Cwm, LLC | 0.00% | No change | 17 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $89 |
| Morgan Stanley | 0.00% | No change | 1 | $51 |
"% 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.