F/M US Treasury 10 Year NoteUTENETF
13F holders, Q2 2024 (June 30)31holders +4
10new positions
6sold out
1famous investor
$43.42avg. 13F price*
At the end of Q2 2024, 31 institutions reported holding F/M US Treasury 10 Year Note (UTEN) in their 13F filings, up 4 from Q1 2024. 10 opened new positions and 6 sold out. The largest holders were Equitable Holdings, Inc. ($23.6M), Wealthcare Capital Management LLC ($17.9M) and Amplius Wealth Advisors, LLC ($10.8M). 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 2024)
- CUSIP
- 74933W536
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $46.9M |
| Exits | 6 | $9.4M |
All 13F filers, Q1 2024 → Q2 2024: 1,188,279 shares bought and 388,225 shares sold, net +800,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 31 holders
| Equitable Holdings, Inc. | 0.25% | New | 542,046 | $23.6M |
| Wealthcare Capital Management LLC | 1.90% | Reduce -7.0% | 411,612 | $17.9M |
| Amplius Wealth Advisors, LLC | 1.21% | New | 249,503 | $10.8M |
| Altfest L J & Co. Inc. | 1.39% | Add +3.4% | 233,887 | $10.2M |
| Foguth Wealth Management, LLC. | 3.74% | Add +40.1% | 195,375 | $8.5M |
| 49 Wealth Management, LLC | 1.49% | New | 175,553 | $7.5M |
| Valtinson Bruner Financial Planning LLC | 2.79% | Reduce -4.0% | 161,668 | $7.0M |
| LPL Financial LLC | 0.00% | Add +9.2% | 136,494 | $5.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.9% | 95,449 | $4.1M |
| Empirical Asset Management, LLC | 0.93% | Add +12.6% | 56,590 | $2.5M |
| AE Wealth Management LLC | 0.02% | Add +7.0% | 53,023 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.05% | New | 44,284 | $1.9M |
| Kraft, Davis & Associates, LLC | 0.58% | New | 43,569 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +3.9% | 42,345 | $1.8M |
| Citadel Advisors | 0.00% | Add +348.9% | 22,877 | $994K |
| UBS Group AG | 0.00% | Reduce -27.0% | 21,525 | $935K |
| Wealthcare Advisory Partners LLC | 0.03% | Add +8.9% | 20,920 | $909K |
| Acorn Financial Advisory Services Inc. | 0.14% | Add +3.8% | 17,472 | $759K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.4% | 15,860 | $689K |
| Signal Advisors Wealth, LLC | 1.17% | Reduce -91.1% | 12,352 | $537K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 10,796 | $469K |
| SG Americas Securities, LLC | 0.00% | No change | 10,309 | $448K |
| Osaic Holdings, Inc. | 0.00% | New | 7,788 | $336K |
| NewEdge Advisors, LLC | 0.00% | New | 5,662 | $246K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +8.0% | 1,686 | $75K |
| Financial Gravity Asset Management, Inc. | 0.02% | New | 1,659 | $72K |
| Simplex Trading, LLC | 0.00% | Reduce -33.3% | 398 | $17K |
| Morgan Stanley | 0.00% | Add +33600.0% | 337 | $15K |
| Allworth Financial LP | 0.00% | New | 173 | $8K |
| Cwm, LLC | 0.00% | No change | 17 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $88 |
"% 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.