F/M US Treasury 10 Year NoteUTENETF
13F holders, Q4 2024 (December 31)32holders −2
5new positions
8sold out
1famous investor
$42.58avg. 13F price*
At the end of Q4 2024, 32 institutions reported holding F/M US Treasury 10 Year Note (UTEN) in their 13F filings, down 2 from Q3 2024. 5 opened new positions and 8 sold out. The largest holders were Equitable Holdings, Inc. ($31.6M), Wealthcare Capital Management LLC ($20.7M) and Altfest L J & Co. Inc. ($19.4M). 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 (Q4 2024)
- CUSIP
- 74933W536
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.7M |
| Exits | 8 | $4.1M |
All 13F filers, Q3 2024 → Q4 2024: 476,346 shares bought and 267,782 shares sold, net +208,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Equitable Holdings, Inc. | 0.30% | Add +28.9% | 741,856 | $31.6M |
| Wealthcare Capital Management LLC | 2.09% | Add +18.1% | 486,247 | $20.7M |
| Altfest L J & Co. Inc. | 2.48% | Reduce -0.0% | 456,696 | $19.4M |
| Foguth Wealth Management, LLC. | 2.26% | Add +70.0% | 203,239 | $8.6M |
| Morgan Stanley | 0.00% | Add +14.7% | 164,055 | $7.0M |
| LPL Financial LLC | 0.00% | Reduce -19.9% | 132,680 | $5.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +16.9% | 121,557 | $5.2M |
| Signal Advisors Wealth, LLC | 0.57% | Reduce -0.3% | 119,267 | $5.1M |
| Empirical Asset Management, LLC | 1.13% | Add +6.1% | 80,392 | $3.4M |
| AE Wealth Management LLC | 0.02% | Add +9.8% | 61,531 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +389.0% | 38,824 | $1.7M |
| UBS Group AG | 0.00% | Add +43.2% | 31,604 | $1.3M |
| Citadel Advisors | 0.00% | New | 31,253 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | Reduce -16.4% | 29,554 | $1.3M |
| Kraft, Davis & Associates, LLC | 0.29% | Reduce -45.0% | 24,282 | $1.0M |
| Truist Financial Corp. | 0.00% | New | 21,149 | $901K |
| Raymond James Financial Inc. | 0.00% | — | 17,937 | $764K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -26.4% | 14,564 | $620K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.0% | 10,370 | $442K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.3% | 10,013 | $426K |
| F/m Investments LLC | 0.01% | Reduce -90.3% | 9,145 | $389K |
| Acorn Financial Advisory Services Inc. | 0.06% | Reduce -53.6% | 9,132 | $389K |
| J.W. Cole Advisors, Inc. | 0.02% | New | 9,131 | $389K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 5,650 | $241K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Reduce -72.3% | 5,538 | $236K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -7.7% | 1,643 | $70K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,000 | $43K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 680 | $29K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 626 | $27K |
| Cwm, LLC | 0.00% | New | 32 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $89 |
| FMR LLC | 0.00% | Reduce -96.2% | 1 | $43 |
"% 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.