F/M US Treasury 30 Year BondUTHYETF
13F holders, Q2 2026 (June 30)14holders +2
9new positions
7sold out
1famous investor
$40.65avg. 13F price*
At the end of Q2 2026, 14 institutions reported holding F/M US Treasury 30 Year Bond (UTHY) in their 13F filings, up 2 from Q1 2026. 9 opened new positions and 7 sold out. The largest holders were Janney Montgomery Scott LLC ($2.6M), HB Wealth Management, LLC ($1.3M) and Burns Matteson Capital Management, LLC ($1.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- F/M US Treasury 30 Year Bond
- Filed as
- RBB FD INC (Q2 2026)
- CUSIP
- 74933W551
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $7.0M |
| Exits | 7 | $4.1M |
All 13F filers, Q1 2026 → Q2 2026: 176,056 shares bought and 104,091 shares sold, net +71,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Janney Montgomery Scott LLC | 0.01% | New | 64,910 | $2.6M |
| HB Wealth Management, LLC | 0.01% | New | 32,000 | $1.3M |
| Burns Matteson Capital Management, LLC | 0.41% | New | 31,343 | $1.3M |
| Citadel Advisors | 0.00% | Add +2.5% | 27,610 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +16.8% | 24,646 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | New | 17,516 | $713K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Reduce -13.0% | 11,524 | $469K |
| Jane Street Group, LLC | 0.00% | Reduce -22.8% | 10,048 | $409K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 10,000 | $399K |
| Choreo, LLC | 0.00% | New | 8,675 | $352K |
| LVW Advisors, LLC | 0.03% | New | 7,332 | $298K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 64 | $3K |
| Simplex Trading, LLC | 0.00% | New | 2 | $81 |
| Morgan Stanley | 0.00% | No change | 1 | $41 |
"% of holder's portfolio" is UTHY's weight in each manager's 13F, not the share of F/M US Treasury 30 Year Bond the manager owns.