F/M US Treasury 2 Year NoteUTWOETF
13F holders, Q4 2025 (December 31)67holders +8
11new positions
7sold out
1famous investor
$48.57avg. 13F price*
At the end of Q4 2025, 67 institutions reported holding F/M US Treasury 2 Year Note (UTWO) in their 13F filings, up 8 from Q3 2025. 11 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($50.4M), LPL Financial LLC ($34.0M) and MML Investors Services, LLC ($9.0M). 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 2025)
- CUSIP
- 74933W486
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.9M |
| Exits | 7 | $4.5M |
All 13F filers, Q3 2025 → Q4 2025: 424,592 shares bought and 217,205 shares sold, net +207,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Morgan Stanley | 0.00% | Add +10.3% | 1,037,604 | $50.4M |
| LPL Financial LLC | 0.01% | Reduce -2.4% | 700,856 | $34.0M |
| MML Investors Services, LLC | 0.02% | Add +14.0% | 185,790 | $9.0M |
| UBS Group AG | 0.00% | Add +73.9% | 184,400 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.6% | 182,805 | $8.9M |
| 49 Wealth Management, LLC | 0.63% | Add +4.2% | 158,851 | $7.7M |
| Raymond James Financial Inc. | 0.00% | Add +9.3% | 140,025 | $6.8M |
| Stifel Financial Corp. | 0.00% | Add +20.2% | 100,980 | $4.9M |
| Luminist Capital LLC | 5.84% | Add +4.2% | 97,312 | $4.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.6% | 71,358 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.5% | 63,753 | $3.1M |
| EP Wealth Advisors, LLC | 0.01% | — | 57,686 | $2.8M |
| F/m Investments LLC | 0.10% | Add +868.2% | 54,935 | $2.7M |
| Kraft, Davis & Associates, LLC | 0.51% | Add +2.7% | 47,021 | $2.3M |
| Marshall & Sterling Wealth Advisors Inc. | 1.42% | Reduce -2.4% | 44,295 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -4.5% | 36,654 | $1.8M |
| Integrity Alliance, Llc. | 0.05% | Add +5.6% | 30,280 | $1.5M |
| KPP Advisory Services LLC | 0.20% | Add +3.4% | 28,869 | $1.4M |
| Tidal Investments LLC | 0.01% | New | 27,594 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.7% | 26,814 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.3% | 25,403 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +23.8% | 25,375 | $1.2M |
| Curran Financial Partners, LLC | 0.22% | Add +12.6% | 23,778 | $1.2M |
| IFP Advisors, Inc | 0.02% | Reduce -0.8% | 20,522 | $997K |
| WealthBridge Capital Management, LLC | 0.19% | Add +4.6% | 17,234 | $837K |
| LVW Advisors, LLC | 0.08% | New | 15,847 | $770K |
| Empirical Asset Management, LLC | 0.21% | Reduce -47.2% | 15,143 | $735K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.0% | 15,000 | $728K |
| HighPoint Advisor Group LLC | 0.01% | New | 13,958 | $678K |
| Wells Fargo & Company | 0.00% | New | 12,325 | $599K |
| Royal Bank of Canada | 0.00% | Add +2032.3% | 12,261 | $596K |
| Kovack Advisors, Inc. | 0.03% | New | 11,451 | $556K |
| Stewardship Advisors, LLC | 0.12% | Add +4.9% | 11,089 | $539K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -22.2% | 10,624 | $516K |
| CoreCap Advisors, LLC | 0.02% | Add +17.6% | 10,408 | $505K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -63.6% | 10,263 | $498K |
| Weaver Consulting Group | 0.12% | Reduce -27.8% | 10,250 | $498K |
| Citadel Advisors | 0.00% | Reduce -51.5% | 9,851 | $478K |
| Ameritas Advisory Services, LLC | 0.01% | New | 8,236 | $400K |
| Cetera Investment Advisers | 0.00% | Reduce -3.5% | 7,728 | $375K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.0% | 6,749 | $328K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 5,750 | $279K |
| Fell Capital Management | 0.26% | — | 5,425 | $263K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.0% | 5,125 | $249K |
| Perspective Wealth Advisors LLC | 0.18% | — | 5,121 | $249K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -14.9% | 4,881 | $237K |
| BCS Private Wealth Management, Inc. | 0.08% | New | 4,700 | $228K |
| O'ROURKE & COMPANY, Inc | 0.08% | Add +0.4% | 4,454 | $216K |
| Savvy Advisors, Inc. | 0.01% | New | 4,359 | $212K |
| Crews Bank & Trust | 0.03% | Reduce -34.3% | 4,340 | $211K |
| Brentview Investment Management LLC | 0.09% | No change | 4,000 | $194K |
| CENTRAL TRUST Co | 0.00% | Reduce -57.1% | 3,400 | $165K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.5% | 2,550 | $124K |
| Osaic Holdings, Inc. | 0.00% | Add +21.7% | 1,683 | $82K |
| Comerica Bank | 0.00% | Reduce -37.9% | 1,434 | $70K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,400 | $68K |
| Bank of Montreal | 0.00% | Reduce -86.8% | 1,394 | $68K |
| Tucker Asset Management LLC | 0.01% | New | 669 | $32K |
| West Branch Capital LLC | 0.01% | Add +1.1% | 563 | $27K |
| Central Pacific Bank - Trust Division | 0.00% | Reduce -96.5% | 518 | $25K |
| Global Retirement Partners, LLC | 0.00% | Reduce -79.8% | 412 | $20K |
| Citigroup Inc. | 0.00% | New | 246 | $12K |
| Allworth Financial LP | 0.00% | No change | 183 | $9K |
| Sankala Group LLC | 0.01% | — | 152 | $7K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $5K |
| FMR LLC | 0.00% | Add +187.0% | 66 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $104 |
"% 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.