F/M US Treasury 10 Year NoteUTENETF
13F holders, Q1 2026 (March 31)51holders +4
11new positions
6sold out
1famous investor
$43.67avg. 13F price*
At the end of Q1 2026, 51 institutions reported holding F/M US Treasury 10 Year Note (UTEN) in their 13F filings, up 4 from Q4 2025. 11 opened new positions and 6 sold out. The largest holders were Equitable Holdings, Inc. ($37.2M), Altfest L J & Co. Inc. ($35.8M) and Woodard & Co. Asset Management Group Inc. ($25.9M). 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 (Q1 2026)
- CUSIP
- 74933W536
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $31.3M |
| Exits | 6 | $1.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,495,071 shares bought and 402,260 shares sold, net +1,092,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Equitable Holdings, Inc. | 0.24% | Add +21.0% | 845,161 | $37.2M |
| Altfest L J & Co. Inc. | 3.83% | Reduce -18.1% | 821,155 | $35.8M |
| Woodard & Co. Asset Management Group Inc. | 4.15% | New | 594,825 | $25.9M |
| Morgan Stanley | 0.00% | Add +45.4% | 538,307 | $23.5M |
| Wealthcare Capital Management LLC | 1.74% | Add +3.3% | 398,188 | $17.4M |
| Raymond James Financial Inc. | 0.00% | Add +1293.1% | 238,871 | $10.4M |
| LPL Financial LLC | 0.00% | Add +8.7% | 220,009 | $9.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +64.9% | 139,653 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.9% | 107,339 | $4.7M |
| Foguth Wealth Management, LLC. | 0.36% | Reduce -31.9% | 71,729 | $3.1M |
| Citadel Advisors | 0.00% | Add +140.4% | 70,919 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +481.8% | 63,898 | $2.8M |
| Apollon Wealth Management, LLC | 0.04% | Add +6.0% | 62,260 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -13.6% | 50,443 | $2.2M |
| UBS Group AG | 0.00% | Add +7.3% | 50,115 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | New | 40,916 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +2776.8% | 36,018 | $1.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.5% | 34,925 | $1.5M |
| MML Investors Services, LLC | 0.00% | New | 34,268 | $1.5M |
| Crew Capital Management, Ltd | 0.95% | Add +2.2% | 32,813 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +21.5% | 30,013 | $1.3M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -42.2% | 28,024 | $1.2M |
| Nicolet Bankshares Inc. | 0.03% | New | 20,990 | $915K |
| Jane Street Group, LLC | 0.00% | Add +25.3% | 19,529 | $851K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -8.7% | 18,573 | $810K |
| Empirical Asset Management, LLC | 0.19% | Reduce -86.7% | 16,137 | $704K |
| Stewardship Advisors, LLC | 0.15% | Add +6.3% | 15,303 | $667K |
| Global View Capital Management LLC | 0.17% | New | 14,885 | $649K |
| Stapp Wealth Management, PLLC | 0.83% | No change | 14,825 | $646K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.0% | 14,298 | $623K |
| F/m Investments LLC | 0.03% | Add +93.7% | 11,620 | $507K |
| Laird Norton Wetherby Trust Company, LLC | 0.01% | Reduce -13.9% | 6,351 | $277K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.9% | 5,868 | $256K |
| GTS Securities LLC | 0.01% | New | 5,663 | $247K |
| LVW Advisors, LLC | 0.02% | Reduce -69.8% | 5,496 | $240K |
| Valtinson Bruner Financial Planning LLC | 0.06% | Add +0.4% | 5,281 | $230K |
| HighPoint Advisor Group LLC | 0.01% | No change | 5,261 | $229K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,177 | $226K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +10.3% | 2,452 | $107K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,000 | $87K |
| Osaic Holdings, Inc. | 0.00% | Add +266.7% | 1,100 | $48K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -30.0% | 680 | $30K |
| Sound Income Strategies, LLC | 0.00% | New | 634 | $28K |
| Realta Investment Advisors | 0.01% | New | 550 | $24K |
| Spire Wealth Management | 0.00% | No change | 547 | $24K |
| Advisory Services Network, LLC | 0.00% | New | 441 | $19K |
| AE Wealth Management LLC | 0.00% | Add +283.0% | 406 | $18K |
| Wells Fargo & Company | 0.00% | New | 287 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 87 | $4K |
| 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.