F/M US Treasury 10 Year NoteUTENETF
13F holders, Q3 2025 (September 30)39holders
6new positions
5sold out
1famous investor
$42.93avg. 13F price*
At the end of Q3 2025, 39 institutions reported holding F/M US Treasury 10 Year Note (UTEN) in their 13F filings, unchanged from Q2 2025. 6 opened new positions and 5 sold out. The largest holders were Altfest L J & Co. Inc. ($42.8M), Equitable Holdings, Inc. ($29.9M) and Wealthcare Capital Management LLC ($18.2M). 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 (Q3 2025)
- CUSIP
- 74933W536
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.5M |
| Exits | 5 | $10.0M |
All 13F filers, Q2 2025 → Q3 2025: 402,093 shares bought and 383,398 shares sold, net +18,695 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Altfest L J & Co. Inc. | 4.78% | Reduce -8.5% | 968,781 | $42.8M |
| Equitable Holdings, Inc. | 0.22% | Add +5.9% | 675,396 | $29.9M |
| Wealthcare Capital Management LLC | 1.85% | Add +0.8% | 410,998 | $18.2M |
| Morgan Stanley | 0.00% | Add +15.3% | 335,072 | $14.8M |
| LPL Financial LLC | 0.00% | Reduce -4.3% | 167,271 | $7.4M |
| MIdWestOne Financial Group, Inc. | 0.89% | Add +10.1% | 165,515 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.8% | 111,074 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +47.1% | 84,684 | $3.7M |
| Farther Finance Advisors, LLC | 0.03% | New | 48,466 | $2.1M |
| Apollon Wealth Management, LLC | 0.04% | New | 47,400 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +575.0% | 38,066 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -60.0% | 34,842 | $1.5M |
| UBS Group AG | 0.00% | Add +3.6% | 32,042 | $1.4M |
| Empirical Asset Management, LLC | 0.37% | Add +35.7% | 133,096 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +86.0% | 30,258 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 29,854 | $1.3M |
| Crew Capital Management, Ltd | 0.82% | Add +8.9% | 27,724 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +0.1% | 22,113 | $978K |
| Sanctuary Advisors, LLC | 0.01% | Add +7.3% | 21,081 | $932K |
| Citadel Advisors | 0.00% | Add +49.6% | 20,630 | $912K |
| Susquehanna International Group, LLP | 0.00% | New | 18,256 | $807K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +4.8% | 14,024 | $620K |
| Stewardship Advisors, LLC | 0.14% | New | 13,264 | $587K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -6.7% | 11,751 | $520K |
| LVW Advisors, LLC | 0.05% | New | 11,415 | $505K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -28.4% | 11,244 | $497K |
| F/m Investments LLC | 0.01% | Add +17.7% | 8,612 | $381K |
| Raymond James Financial Inc. | 0.00% | Add +54.5% | 6,592 | $291K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 5,650 | $250K |
| Valtinson Bruner Financial Planning LLC | 0.07% | Add +0.4% | 5,578 | $247K |
| VestGen Advisors, LLC | 0.01% | No change | 5,488 | $243K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +50.4% | 2,229 | $99K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,000 | $88K |
| JPMorgan Chase & Co. | 0.00% | Add +67.7% | 845 | $37K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 680 | $30K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 399 | $18K |
| AE Wealth Management LLC | 0.00% | Reduce -14.1% | 134 | $6K |
| Cwm, LLC | 0.00% | No change | 32 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $94 |
"% 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.