F/M US Treasury 2 Year NoteUTWOETF
13F holders, Q4 2024 (December 31)68holders +1
9new positions
11sold out
1famous investor
$48.06avg. 13F price*
At the end of Q4 2024, 68 institutions reported holding F/M US Treasury 2 Year Note (UTWO) in their 13F filings, up 1 from Q3 2024. 9 opened new positions and 11 sold out. The largest holders were Wealthquest Corp ($38.5M), LPL Financial LLC ($33.3M) and Morgan Stanley ($26.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- F/M US Treasury 2 Year Note
- Filed as
- RBB FD INC (Q4 2024)
- CUSIP
- 74933W486
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $15.9M |
| Exits | 11 | $2.9M |
All 13F filers, Q3 2024 → Q4 2024: 767,018 shares bought and 377,481 shares sold, net +389,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Wealthquest Corp | 3.13% | Add +3.2% | 800,075 | $38.5M |
| LPL Financial LLC | 0.01% | Add +5.2% | 692,016 | $33.3M |
| Morgan Stanley | 0.00% | Add +13.8% | 544,710 | $26.2M |
| Boothe Investment Group, Inc. | 9.16% | Add +9.2% | 439,066 | $21.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +6.7% | 384,138 | $18.5M |
| Janney Montgomery Scott LLC | 0.02% | New | 136,572 | $6.6M |
| 49 Wealth Management, LLC | 0.92% | Add +76.0% | 134,416 | $6.5M |
| Central Pacific Bank - Trust Division | 0.85% | Add +30.0% | 129,599 | $6.2M |
| Raymond James Financial Inc. | 0.00% | — | 119,351 | $5.7M |
| Flow Traders U.S. LLC | 0.22% | New | 114,008 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +138.6% | 81,387 | $3.9M |
| Empirical Asset Management, LLC | 1.26% | Add +6.5% | 78,969 | $3.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.0% | 76,439 | $3.7M |
| Atria Investments, Inc | 0.04% | Add +14.4% | 74,929 | $3.6M |
| UBS Group AG | 0.00% | Add +33.8% | 68,340 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +366.8% | 68,302 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -12.0% | 67,230 | $3.2M |
| Kraft, Davis & Associates, LLC | 0.92% | Add +8.2% | 66,884 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -42.6% | 55,556 | $2.7M |
| Citadel Advisors | 0.00% | New | 45,626 | $2.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +0.2% | 36,910 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +7.8% | 28,837 | $1.4M |
| IFP Advisors, Inc | 0.04% | Add +8.7% | 26,189 | $1.3M |
| Wbi Investments, LLC | 0.31% | Add +16.3% | 25,489 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +12.9% | 23,273 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +7.2% | 21,540 | $1.0M |
| Maridea Wealth Management LLC | 0.32% | — | 20,407 | $981K |
| Weaver Consulting Group | 0.22% | Add +1.3% | 15,201 | $731K |
| WealthBridge Capital Management, LLC | 0.20% | Add +37.4% | 14,875 | $715K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -9.6% | 14,630 | $703K |
| Heck Capital Advisors, LLC | 0.07% | New | 12,885 | $619K |
| Curran Financial Partners, LLC | 0.16% | Reduce -15.6% | 12,741 | $612K |
| Ritholtz Wealth Management | 0.02% | Reduce -29.1% | 11,590 | $557K |
| Financial Advocates Investment Management | 0.03% | Add +11.9% | 11,210 | $539K |
| Equitable Holdings, Inc. | 0.00% | Reduce -40.9% | 10,599 | $509K |
| Bank of Montreal | 0.00% | No change | 10,550 | $507K |
| Spinnaker Investment Group, LLC | 0.12% | Reduce -27.1% | 9,996 | $480K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -63.1% | 8,890 | $427K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.1% | 8,630 | $415K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Add +43.7% | 6,896 | $331K |
| Flagship Private Wealth, LLC | 0.16% | Reduce -34.0% | 6,890 | $331K |
| Marino, Stram & Associates LLC | 0.07% | Reduce -5.2% | 6,709 | $322K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -48.1% | 5,905 | $284K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -61.6% | 5,881 | $283K |
| Townsquare Capital LLC | 0.00% | New | 5,799 | $279K |
| O'ROURKE & COMPANY, Inc | 0.13% | New | 5,371 | $258K |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 5,232 | $251K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -96.7% | 4,962 | $238K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -14.0% | 4,902 | $236K |
| Independent Financial Group, LLC | 0.01% | Reduce -11.9% | 4,879 | $235K |
| Vontobel Holding Ltd. | 0.00% | No change | 4,874 | $234K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 4,742 | $228K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -92.2% | 4,703 | $226K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 4,472 | $215K |
| Stewardship Advisors, LLC | 0.06% | New | 4,273 | $205K |
| Private Trust Co. NA | 0.02% | Add +825.0% | 3,700 | $178K |
| Crews Bank & Trust | 0.03% | — | 3,675 | $177K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,500 | $168K |
| Principal Securities, Inc. | 0.00% | Reduce -74.8% | 3,416 | $164K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -25.6% | 3,033 | $146K |
| Wingate Wealth Advisors, Inc. | 0.12% | — | 2,603 | $125K |
| Marshall & Sterling Wealth Advisors Inc. | 0.03% | — | 858 | $41K |
| Tucker Asset Management LLC | 0.01% | Add +36.2% | 767 | $37K |
| Comerica Bank | 0.00% | New | 559 | $27K |
| West Branch Capital LLC | 0.01% | Add +1.3% | 543 | $26K |
| Allworth Financial LP | 0.00% | No change | 183 | $9K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $100 |
"% of holder's portfolio" is UTWO's weight in each manager's 13F, not the share of F/M US Treasury 2 Year Note the manager owns.