Who owns UTWY?
F/m US Treasury 20 Year Bond ETF · F/m Investments
12 institutions reported holding UTWY, worth $4.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of UTWY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | Tampa, FL | $1.3M | 29,573 | +818 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $587K | 13,744 | −1,198 shares |
| Advocacy Wealth Management, LLC | Atlanta, GA | $504K | 11,800 | New position |
| Tower Research Capital LLC (TRC) | New York, NY | $408K | 9,550 | −1,037 shares |
| Jane Street Group, LLC | New York, NY | $367K | 8,590 | −10,503 shares |
| Valtinson Bruner Financial Planning LLC | New Brighton, MN | $269K | 6,305 | −288 shares |
| Citadel Advisors LLC | Miami, FL | $256K | 5,994 | −15,216 shares |
| Flow Traders U.S. LLC | New York, NY | $248K | 5,804 | −187 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $240K | 5,626 | +444 shares |
| Crews Bank & Trust | Port Charlotte, FL | $4K | 100 | 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 UTWY?
12 institutional managers reported holding UTWY in Form 13F filings for June 30, 2026, worth $4.1M in total. The largest reported position was held by J.W. Cole Advisors, Inc., at $1.3M.
Did institutions buy or sell UTWY last quarter?
Reported 13F value fell 14.2% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 1 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 UTWY 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.