Who owns UTWO?
F/m US Treasury 2 Year Note ETF · F/m Investments
79 institutions reported holding UTWO, worth $276.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UTWO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $75.5M | 1,573,368 | +280,738 shares |
| Hapanowicz & Associates Financial Services, Inc | Pittsburgh, PA | $35.5M | 740,232 | New position |
| LPL Financial LLC | Fort Mill, SC | $33.2M | 692,082 | −22,658 shares |
| Odyssey Group, LLC | Lancaster, PA | $21.0M | 438,675 | New position |
| Tidal Investments LLC | Milwaukee, WI | $13.7M | 285,251 | +272,149 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $12.7M | 264,427 | +46,577 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $10.3M | 215,713 | +23,768 shares |
| MML Investors Services, LLC | Springfield, MA | $10.2M | 213,685 | +39,547 shares |
| Federation des caisses Desjardins du Quebec | Levis, Quebec, Canada | $6.0M | 124,771 | −6,621 shares |
| Luminist Capital LLC | Grand Rapids, MI | $5.6M | 116,753 | +10,336 shares |
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 UTWO?
79 institutional managers reported holding UTWO in Form 13F filings for June 30, 2026, worth $276.0M in total. The largest reported position was held by Morgan Stanley, at $75.5M.
Did institutions buy or sell UTWO last quarter?
Reported 13F value rose 36.1% from March 31, 2026, which includes price moves as well as buying and selling. 17 firms reported a new position and 10 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 UTWO 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.