F/M US Treasury 2 Year NoteUTWOETF
13F holders, Q1 2026 (March 31)73holders +6
14new positions
7sold out
1famous investor
$48.28avg. 13F price*
At the end of Q1 2026, 73 institutions reported holding F/M US Treasury 2 Year Note (UTWO) in their 13F filings, up 6 from Q4 2025. 14 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($62.4M), LPL Financial LLC ($34.5M) and Raymond James Financial Inc. ($10.5M). 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 (Q1 2026)
- CUSIP
- 74933W486
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $12.0M |
| Exits | 7 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 787,851 shares bought and 211,124 shares sold, net +576,727 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Morgan Stanley | 0.00% | Add +24.6% | 1,292,630 | $62.4M |
| LPL Financial LLC | 0.01% | Add +2.0% | 714,740 | $34.5M |
| Raymond James Financial Inc. | 0.00% | Add +55.6% | 217,850 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 191,945 | $9.3M |
| 49 Wealth Management, LLC | 0.67% | Add +16.5% | 185,038 | $8.9M |
| MML Investors Services, LLC | 0.02% | Reduce -6.3% | 174,138 | $8.4M |
| UBS Group AG | 0.00% | Reduce -19.1% | 149,161 | $7.2M |
| Federation des caisses Desjardins du Quebec | 0.02% | New | 131,392 | $6.3M |
| Luminist Capital LLC | 6.87% | Add +9.4% | 106,417 | $5.1M |
| Stifel Financial Corp. | 0.00% | Reduce -6.2% | 94,682 | $4.6M |
| NewEdge Advisors, LLC | 0.01% | Add +2.0% | 65,022 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -9.3% | 64,735 | $3.1M |
| Marshall & Sterling Wealth Advisors Inc. | 1.87% | Add +33.5% | 59,113 | $2.9M |
| Insight Wealth Partners, LLC | 1.15% | New | 58,908 | $2.8M |
| EP Wealth Advisors, LLC | 0.01% | Add +1.2% | 58,388 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +356.5% | 48,496 | $2.3M |
| Citadel Advisors | 0.00% | Add +338.6% | 43,202 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +4.0% | 38,133 | $1.8M |
| Integrity Alliance, Llc. | 0.07% | Add +18.0% | 35,717 | $1.7M |
| 4WEALTH Advisors, Inc. | 1.26% | New | 30,641 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.0% | 30,573 | $1.5M |
| KPP Advisory Services LLC | 0.20% | No change | 28,869 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +80.1% | 27,016 | $1.3M |
| Independent Financial Group, LLC | 0.03% | Reduce -3.3% | 24,531 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -8.5% | 23,247 | $1.1M |
| HighPoint Advisor Group LLC | 0.05% | Add +60.2% | 22,358 | $1.1M |
| Wells Fargo & Company | 0.00% | Add +79.1% | 22,074 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +6.3% | 21,808 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +99.3% | 20,451 | $987K |
| Curran Financial Partners, LLC | 0.17% | Reduce -19.3% | 19,198 | $927K |
| WealthBridge Capital Management, LLC | 0.18% | Reduce -3.9% | 16,562 | $800K |
| Empirical Asset Management, LLC | 0.19% | Reduce -0.3% | 15,105 | $729K |
| LVW Advisors, LLC | 0.07% | Reduce -12.1% | 13,930 | $673K |
| CoreCap Advisors, LLC | 0.02% | Add +27.6% | 13,279 | $641K |
| Tidal Investments LLC | 0.00% | Reduce -52.5% | 13,102 | $632K |
| Stewardship Advisors, LLC | 0.12% | No change | 11,089 | $535K |
| Ameritas Advisory Services, LLC | 0.02% | Add +9.4% | 9,014 | $435K |
| Kovack Advisors, Inc. | 0.02% | Reduce -31.0% | 7,905 | $382K |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 7,557 | $365K |
| Weaver Consulting Group | 0.08% | Reduce -29.3% | 7,250 | $350K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.5% | 6,851 | $331K |
| Wbi Investments, LLC | 0.08% | New | 6,124 | $296K |
| Millington Securities, LLC | 0.08% | — | 6,124 | $296K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 5,750 | $278K |
| Equitable Holdings, Inc. | 0.00% | Add +8.1% | 5,540 | $269K |
| F/m Investments LLC | 0.02% | Reduce -89.9% | 5,545 | $268K |
| Fell Capital Management | 0.24% | Reduce -4.6% | 5,175 | $250K |
| Independent Advisor Alliance | 0.00% | New | 5,028 | $243K |
| Perspective Wealth Advisors LLC | 0.16% | Reduce -2.3% | 5,004 | $242K |
| Truist Financial Corp. | 0.00% | New | 4,921 | $238K |
| BCS Private Wealth Management, Inc. | 0.07% | No change | 4,700 | $227K |
| Kestra Advisory Services, LLC | 0.00% | Add +221.4% | 4,500 | $217K |
| Kraft, Davis & Associates, LLC | 0.05% | Reduce -90.5% | 4,480 | $216K |
| RFG Advisory, LLC | 0.00% | New | 4,306 | $208K |
| Maridea Wealth Management LLC | 0.03% | New | 4,257 | $206K |
| Crews Bank & Trust | 0.03% | Reduce -4.8% | 4,130 | $199K |
| Brentview Investment Management LLC | 0.08% | No change | 4,000 | $193K |
| CENTRAL TRUST Co | 0.00% | No change | 3,400 | $164K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 2,550 | $123K |
| Osaic Holdings, Inc. | 0.00% | Add +20.0% | 2,020 | $98K |
| Fifth Third Bancorp | 0.00% | New | 1,434 | $69K |
| Bank of Montreal | 0.00% | No change | 1,394 | $67K |
| West Branch Capital LLC | 0.01% | Add +1.1% | 569 | $27K |
| Private Trust Co. NA | 0.00% | New | 500 | $24K |
| FMR LLC | 0.00% | Add +589.4% | 455 | $22K |
| Advisory Services Network, LLC | 0.00% | New | 381 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 250 | $12K |
| Allworth Financial LP | 0.00% | No change | 183 | $9K |
| Sankala Group LLC | 0.01% | No change | 152 | $7K |
| Longview Financial Advisors, Inc. | 0.00% | New | 119 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 100 | $5K |
| Simplex Trading, LLC | 0.00% | New | 99 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 2 | $103 |
"% 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.