F/M US Treasury 10 Year NoteUTENETF
13F holders, Q1 2025 (March 31)42holders +10
11new positions
2sold out
1famous investor
$43.90avg. 13F price*
At the end of Q1 2025, 42 institutions reported holding F/M US Treasury 10 Year Note (UTEN) in their 13F filings, up 10 from Q4 2024. 11 opened new positions and 2 sold out. The largest holders were Equitable Holdings, Inc. ($33.4M), Altfest L J & Co. Inc. ($28.3M) and Wealthcare Capital Management LLC ($21.3M). 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 2025)
- CUSIP
- 74933W536
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.7M |
| Exits | 2 | $389K |
All 13F filers, Q4 2024 → Q1 2025: 593,511 shares bought and 147,573 shares sold, net +445,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Equitable Holdings, Inc. | 0.32% | Add +2.7% | 761,640 | $33.4M |
| Altfest L J & Co. Inc. | 3.55% | Add +41.3% | 645,388 | $28.3M |
| Wealthcare Capital Management LLC | 2.16% | Reduce -0.3% | 484,900 | $21.3M |
| Morgan Stanley | 0.00% | Add +57.1% | 257,745 | $11.3M |
| Foguth Wealth Management, LLC. | 2.16% | Reduce -0.3% | 202,561 | $8.9M |
| Signal Advisors Wealth, LLC | 0.83% | Add +62.5% | 193,828 | $8.5M |
| LPL Financial LLC | 0.00% | Add +24.4% | 165,029 | $7.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -12.5% | 106,415 | $4.7M |
| Empirical Asset Management, LLC | 1.40% | Add +16.6% | 93,763 | $4.1M |
| NewEdge Advisors, LLC | 0.02% | Add +117.6% | 84,466 | $3.7M |
| Kraft, Davis & Associates, LLC | 0.85% | Add +151.1% | 60,962 | $2.6M |
| Kestra Private Wealth Services, LLC | 0.02% | New | 26,418 | $1.2M |
| UBS Group AG | 0.00% | Reduce -22.4% | 24,534 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 21,817 | $958K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -35.6% | 19,029 | $835K |
| Raymond James Financial Inc. | 0.00% | Reduce -10.2% | 16,103 | $707K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.8% | 14,829 | $651K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +34.1% | 12,243 | $538K |
| Flow Traders U.S. LLC | 0.02% | New | 12,017 | $528K |
| Citadel Advisors | 0.00% | Reduce -67.5% | 10,149 | $446K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -2.6% | 10,095 | $443K |
| F/m Investments LLC | 0.02% | No change | 9,145 | $402K |
| Truist Financial Corp. | 0.00% | Reduce -66.5% | 7,087 | $311K |
| Stifel Financial Corp. | 0.00% | New | 6,907 | $303K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 5,650 | $248K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +0.1% | 5,542 | $243K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,498 | $241K |
| VestGen Advisors, LLC | 0.01% | — | 5,488 | $241K |
| Crew Capital Management, Ltd | 0.19% | New | 5,239 | $230K |
| Cetera Investment Advisers | 0.00% | New | 5,230 | $230K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -49.6% | 5,051 | $222K |
| Geneos Wealth Management Inc. | 0.00% | Add +100.0% | 2,000 | $88K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.0% | 1,577 | $69K |
| Realta Investment Advisors | 0.01% | New | 750 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 680 | $30K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 471 | $21K |
| Royal Bank of Canada | 0.00% | New | 397 | $17K |
| AE Wealth Management LLC | 0.00% | Reduce -99.8% | 156 | $7K |
| Wells Fargo & Company | 0.00% | New | 68 | $3K |
| Cwm, LLC | 0.00% | No change | 32 | $1K |
| JPMorgan Chase & Co. | 0.00% | New | 20 | $878 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $92 |
"% 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.