Who owns UTRE?
F/m US Treasury 3 Year Note ETF · F/m Investments
8 institutions reported holding UTRE, worth $4.2M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of UTRE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Crew Capital Management, Ltd | Cincinnati, OH | $1.4M | 28,377 | +6,070 shares |
| Citadel Advisors LLC | Miami, FL | $1.2M | 25,094 | +8,062 shares |
| Curran Financial Partners, LLC | Daniel Island, SC | $883K | 18,008 | −682 shares |
| F/m Investments LLC | Washington, DC | $315K | 6,414 | +62 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $279K | 5,686 | −3,005 shares |
| CENTRAL TRUST Co | Jefferson City, MO | $83K | 1,700 | No change |
| UBS Group AG | Zurich, Switzerland | $9K | 174 | No change |
| Morgan Stanley | New York, NY | $49 | 1 | 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 UTRE?
8 institutional managers reported holding UTRE in Form 13F filings for June 30, 2026, worth $4.2M in total. The largest reported position was held by Crew Capital Management, Ltd, at $1.4M.
Did institutions buy or sell UTRE last quarter?
Reported 13F value fell 0.9% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 4 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 UTRE 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.