Who owns USFR?
WisdomTree Floating Rate Treasury Fund · WisdomTree
610 institutions reported holding USFR, worth $10.4B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of USFR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $863.9M | 17,156,947 | −283,561 shares |
| Bank of America Corp. | Charlotte, NC | $728.1M | 14,460,849 | −1,473,242 shares |
| LPL Financial LLC | Fort Mill, SC | $667.6M | 13,259,499 | +500,433 shares |
| Summit Trail Advisors, LLC | New York, NY | $568.2M | 11,284,922 | +1,357,359 shares |
| NewEdge Wealth, LLC | Stamford, CT | $558.9M | 11,099,477 | +3,467,101 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $343.6M | 6,825,052 | −215,209 shares |
| BIP Wealth, LLC | Atlanta, GA | $278.0M | 5,521,691 | +421,975 shares |
| UBS Group AG | Zurich, Switzerland | $270.1M | 5,364,589 | +273,361 shares |
| Captrust Financial Advisors | Raleigh, NC | $220.2M | 4,373,842 | −880,549 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $218.7M | 4,316,500 | +489,060 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom 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 USFR?
610 institutional managers reported holding USFR in Form 13F filings for June 30, 2026, worth $10.4B in total. The largest reported position was held by Morgan Stanley, at $863.9M.
Did institutions buy or sell USFR last quarter?
Reported 13F value rose 5.2% from March 31, 2026, which includes price moves as well as buying and selling. 69 firms reported a new position and 44 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 USFR 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.