F/M US Treasury 3 Year NoteUTREETF
13F holders, Q1 2026 (March 31)12holders +3
3new positions
0sold out
1famous investor
$49.48avg. 13F price*
At the end of Q1 2026, 12 institutions reported holding F/M US Treasury 3 Year Note (UTRE) in their 13F filings, up 3 from Q4 2025. 3 opened new positions and 0 sold out. The largest holders were Crew Capital Management, Ltd ($1.1M), Curran Financial Partners, LLC ($925K) and Citadel Advisors ($843K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- F/M US Treasury 3 Year Note
- Filed as
- RBB FD INC (Q1 2026)
- CUSIP
- 74933W494
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 26,357 shares bought and 9,866 shares sold, net +16,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Crew Capital Management, Ltd | 0.73% | Add +2.2% | 22,307 | $1.1M |
| Curran Financial Partners, LLC | 0.17% | Reduce -19.6% | 18,690 | $925K |
| Citadel Advisors | 0.00% | New | 17,032 | $843K |
| Susquehanna International Group, LLP | 0.00% | New | 8,691 | $430K |
| F/m Investments LLC | 0.02% | Add +2.3% | 6,352 | $314K |
| WealthPlan Investment Management, LLC | 0.01% | No change | 5,060 | $250K |
| Perspective Wealth Advisors LLC | 0.13% | Add +0.2% | 4,065 | $201K |
| CENTRAL TRUST Co | 0.00% | No change | 1,700 | $84K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.0% | 1,411 | $70K |
| UBS Group AG | 0.00% | No change | 174 | $9K |
| Advisory Services Network, LLC | 0.00% | New | 2 | $99 |
| Morgan Stanley | 0.00% | No change | 1 | $49 |
"% of holder's portfolio" is UTRE's weight in each manager's 13F, not the share of F/M US Treasury 3 Year Note the manager owns.