F/M US Treasury 10 Year NoteUTENETF
13F holders, Q2 2025 (June 30)39holders −3
2new positions
5sold out
1famous investor
$43.89avg. 13F price*
At the end of Q2 2025, 39 institutions reported holding F/M US Treasury 10 Year Note (UTEN) in their 13F filings, down 3 from Q1 2025. 2 opened new positions and 5 sold out. The largest holders were Altfest L J & Co. Inc. ($46.5M), Equitable Holdings, Inc. ($28.0M) and Wealthcare Capital Management LLC ($17.9M). 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 2025)
- CUSIP
- 74933W536
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $7.5M |
| Exits | 5 | $1.9M |
All 13F filers, Q1 2025 → Q2 2025: 800,501 shares bought and 470,211 shares sold, net +330,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Altfest L J & Co. Inc. | 5.48% | Add +64.0% | 1,058,660 | $46.5M |
| Equitable Holdings, Inc. | 0.23% | Reduce -16.3% | 637,569 | $28.0M |
| Wealthcare Capital Management LLC | 1.89% | Reduce -15.9% | 407,647 | $17.9M |
| Morgan Stanley | 0.00% | Add +12.8% | 290,689 | $12.8M |
| LPL Financial LLC | 0.00% | Add +5.9% | 174,829 | $7.7M |
| MIdWestOne Financial Group, Inc. | 0.86% | New | 150,273 | $6.6M |
| Foguth Wealth Management, LLC. | 1.10% | Reduce -42.1% | 117,276 | $5.1M |
| Signal Advisors Wealth, LLC | 0.39% | Reduce -40.7% | 114,960 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.3% | 104,013 | $4.6M |
| Empirical Asset Management, LLC | 1.33% | Add +4.6% | 98,073 | $4.3M |
| NewEdge Advisors, LLC | 0.02% | Add +3.2% | 87,170 | $3.8M |
| Flow Traders U.S. LLC | 0.12% | Add +492.6% | 71,211 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +947.3% | 57,580 | $2.5M |
| Kraft, Davis & Associates, LLC | 0.43% | Reduce -40.1% | 36,486 | $1.6M |
| UBS Group AG | 0.00% | Add +26.0% | 30,921 | $1.4M |
| Crew Capital Management, Ltd | 0.80% | Add +386.1% | 25,465 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +211.8% | 22,100 | $970K |
| Sanctuary Advisors, LLC | 0.01% | New | 19,655 | $863K |
| Stifel Financial Corp. | 0.00% | Add +135.5% | 16,267 | $714K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -17.5% | 15,701 | $689K |
| Citadel Advisors | 0.00% | Add +35.9% | 13,791 | $605K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +9.3% | 13,385 | $588K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -15.1% | 12,594 | $553K |
| F/m Investments LLC | 0.01% | Reduce -20.0% | 7,316 | $321K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 5,650 | $248K |
| Jane Street Group, LLC | 0.00% | Reduce -74.2% | 5,639 | $248K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Add +0.2% | 5,555 | $244K |
| VestGen Advisors, LLC | 0.01% | No change | 5,488 | $241K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 4,904 | $215K |
| Raymond James Financial Inc. | 0.00% | Reduce -73.5% | 4,267 | $187K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,000 | $88K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -6.0% | 1,482 | $65K |
| Realta Investment Advisors | 0.01% | No change | 750 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 680 | $30K |
| JPMorgan Chase & Co. | 0.00% | Add +2420.0% | 504 | $22K |
| Financial Gravity Companies, Inc. | 0.00% | — | 457 | $20K |
| AE Wealth Management LLC | 0.00% | No change | 156 | $7K |
| Cwm, LLC | 0.00% | No change | 32 | $1K |
| 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.