F/M US Treasury 10 Year NoteUTENETF
13F holders, Q4 2025 (December 31)47holders +8
8new positions
1sold out
1famous investor
$42.81avg. 13F price*
At the end of Q4 2025, 47 institutions reported holding F/M US Treasury 10 Year Note (UTEN) in their 13F filings, up 8 from Q3 2025. 8 opened new positions and 1 sold out. The largest holders were Altfest L J & Co. Inc. ($44.2M), Equitable Holdings, Inc. ($30.8M) and Wealthcare Capital Management LLC ($17.0M). 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 2025)
- CUSIP
- 74933W536
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.4M |
| Exits | 1 | $18K |
All 13F filers, Q3 2025 → Q4 2025: 250,698 shares bought and 242,081 shares sold, net +8,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Altfest L J & Co. Inc. | 4.83% | Add +3.5% | 1,002,268 | $44.2M |
| Equitable Holdings, Inc. | 0.21% | Add +3.4% | 698,274 | $30.8M |
| Wealthcare Capital Management LLC | 1.69% | Reduce -6.2% | 385,345 | $17.0M |
| Morgan Stanley | 0.00% | Add +10.5% | 370,114 | $16.3M |
| LPL Financial LLC | 0.00% | Add +21.0% | 202,414 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.7% | 112,920 | $5.0M |
| Foguth Wealth Management, LLC. | 0.72% | — | 105,388 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 84,684 | $3.7M |
| Apollon Wealth Management, LLC | 0.04% | Add +24.0% | 58,760 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +93.0% | 58,396 | $2.6M |
| Farther Finance Advisors, LLC | 0.02% | No change | 48,466 | $2.1M |
| UBS Group AG | 0.00% | Add +45.8% | 46,704 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +5.0% | 36,585 | $1.6M |
| Crew Capital Management, Ltd | 0.89% | Add +15.8% | 32,100 | $1.4M |
| Citadel Advisors | 0.00% | Add +43.0% | 29,494 | $1.3M |
| MIdWestOne Financial Group, Inc. | 0.12% | Reduce -84.9% | 25,050 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +11.7% | 24,701 | $1.1M |
| Sanctuary Advisors, LLC | 0.00% | Reduce -3.5% | 20,344 | $896K |
| Empirical Asset Management, LLC | 0.23% | Reduce -9.2% | 120,843 | $803K |
| LVW Advisors, LLC | 0.08% | Add +59.5% | 18,209 | $802K |
| Raymond James Financial Inc. | 0.00% | Add +160.1% | 17,147 | $755K |
| Jane Street Group, LLC | 0.00% | Reduce -59.0% | 15,587 | $687K |
| Stapp Wealth Management, PLLC | 0.84% | New | 14,825 | $653K |
| Stewardship Advisors, LLC | 0.15% | Add +8.5% | 14,394 | $634K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.0% | 14,159 | $624K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -6.5% | 10,982 | $484K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -64.2% | 10,686 | $471K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | New | 7,376 | $325K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -35.0% | 7,309 | $322K |
| F/m Investments LLC | 0.01% | Reduce -30.3% | 5,999 | $264K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 5,650 | $249K |
| VestGen Advisors, LLC | 0.01% | No change | 5,488 | $242K |
| HighPoint Advisor Group LLC | 0.01% | New | 5,261 | $232K |
| Valtinson Bruner Financial Planning LLC | 0.07% | Reduce -5.7% | 5,259 | $232K |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.6% | 5,000 | $220K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,585 | $114K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -0.3% | 2,222 | $98K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,000 | $88K |
| JPMorgan Chase & Co. | 0.00% | Add +48.2% | 1,252 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +42.9% | 972 | $43K |
| Spire Wealth Management | 0.00% | New | 547 | $24K |
| Osaic Holdings, Inc. | 0.00% | New | 300 | $13K |
| FMR LLC | 0.00% | New | 277 | $12K |
| AE Wealth Management LLC | 0.00% | Reduce -20.9% | 106 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | New | 87 | $4K |
| 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.