Who owns UTEN?
F/m US Treasury 10 Year Note ETF · F/m Investments
54 institutions reported holding UTEN, worth $200.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UTEN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Equitable Holdings, Inc. | New York, NY | $37.8M | 875,442 | +30,281 shares |
| Altfest L J & Co Inc. | New York, NY | $35.9M | 831,674 | +10,519 shares |
| Woodard & Co Asset Management Group Inc. | Bermuda Run, NC | $25.8M | 598,332 | +3,507 shares |
| Morgan Stanley | New York, NY | $20.2M | 468,060 | −70,247 shares |
| Wealthcare Capital Management LLC | Richmond, VA | $16.2M | 375,016 | −23,172 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $13.1M | 302,909 | +64,038 shares |
| LPL Financial LLC | Fort Mill, SC | $8.3M | 192,642 | −27,367 shares |
| Goldman Sachs Group Inc. | New York, NY | $6.4M | 149,164 | +9,511 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $4.7M | 109,688 | +2,349 shares |
| Apollon Wealth Management, LLC | Mount Pleasant, SC | $2.7M | 62,260 | 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 UTEN?
54 institutional managers reported holding UTEN in Form 13F filings for June 30, 2026, worth $200.0M in total. The largest reported position was held by Equitable Holdings, Inc., at $37.8M.
Did institutions buy or sell UTEN last quarter?
Reported 13F value fell 0.4% from March 31, 2026, which includes price moves as well as buying and selling. 14 firms reported a new position and 8 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 UTEN 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.