Who owns UFIV?
F/m US Treasury 5 Year Note ETF · F/m Investments
18 institutions reported holding UFIV, worth $15.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UFIV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | Philadelphia, PA | $3.7M | 76,960 | −1,329 shares |
| CENTRAL TRUST Co | Jefferson City, MO | $2.3M | 46,847 | +2,217 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.1M | 43,339 | −1,085 shares |
| Foguth Wealth Management, LLC. | Brighton, MI | $1.9M | 40,075 | New position |
| Crew Capital Management, Ltd | Cincinnati, OH | $1.4M | 29,269 | +6,063 shares |
| F/m Investments LLC | Washington, DC | $1.2M | 25,261 | −47,120 shares |
| Tower Research Capital LLC (TRC) | New York, NY | $621K | 12,871 | +9,582 shares |
| Jane Street Group, LLC | New York, NY | $493K | 10,217 | +3,245 shares |
| Emerald Investment Advisers, LLC | Leola, PA | $417K | 8,635 | New position |
| Spectrum Financial Alliance Ltd LLC | Nicholasville, KY | $382K | 7,908 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns UFIV?
18 institutional managers reported holding UFIV in Form 13F filings for June 30, 2026, worth $15.4M in total. The largest reported position was held by Janney Montgomery Scott LLC, at $3.7M.
Did institutions buy or sell UFIV last quarter?
Reported 13F value fell 11.9% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is UFIV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.