Who owns UTHY?
F/m US Treasury 30 Year Bond ETF · F/m Investments
14 institutions reported holding UTHY, worth $10.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UTHY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Janney Montgomery Scott LLC | Philadelphia, PA | $2.6M | 64,910 | New position |
| HB Wealth Management, LLC | Atlanta, GA | $1.3M | 32,000 | New position |
| Burns Matteson Capital Management, LLC | Corning, NY | $1.3M | 31,343 | New position |
| Citadel Advisors LLC | Miami, FL | $1.1M | 27,610 | +661 shares |
| Cetera Investment Advisers | Schaumburg, IL | $1.0M | 24,646 | +3,553 shares |
| Benjamin Edwards Inc. | Clayton, MO | $713K | 17,516 | New position |
| Valtinson Bruner Financial Planning LLC | New Brighton, MN | $469K | 11,524 | −1,726 shares |
| Jane Street Group, LLC | New York, NY | $409K | 10,048 | −2,970 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $399K | 10,000 | New position |
| Choreo, LLC | Rockford, IL | $352K | 8,675 | New position |
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 UTHY?
14 institutional managers reported holding UTHY in Form 13F filings for June 30, 2026, worth $10.0M in total. The largest reported position was held by Janney Montgomery Scott LLC, at $2.6M.
Did institutions buy or sell UTHY last quarter?
Reported 13F value rose 40.6% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 7 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 UTHY 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.