XTRACKERS US 0-1 YR TREASURY (TRSY) Institutional Ownership Changes & 13F Activity
XTRACKERS US 0-1 YR TREASURY (TRSY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wealth Alliance Advisory Group, Llc, Kingsview Wealth Management, Llc, Lpl Financial Llc, Neuberger Berman Group Llc, and Trask Adam Roland.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, Llc | Buy | +120,000 | — | 120,000 | $3.62M | Q2 2026 | Aug 19, 2026 |
| Goldman Sachs Group Inc | Sell | -28,101 | -25.2% | 83,265 | $2.51M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +14,428 | — | 14,428 | $435.51K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +2,882 | +18.1% | 18,845 | $568.84K | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group Llc | Buy | +49,727 | +25.0% | 248,963 | $7.51M | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +45 | — | 45 | $1.36K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +63,594 | — | 63,594 | $1.92M | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, Llc | Buy | +23,096 | — | 23,096 | $697.15K | Q2 2026 | Jul 27, 2026 |
| Wealth Alliance Advisory Group, Llc | Buy | +160,000 | +35.0% | 617,000 | $18.62M | Q2 2026 | Jul 23, 2026 |
| Trask Adam Roland | Sell | -32,375 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -19,376 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | Sell | -2,192 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 17, 2026 |
Frequently asked questions about TRSY activity
Which institutional owners are buying TRSY?
Institutional owners buying TRSY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TRSY activity?
"Buy" means an investor increased their reported position in TRSY compared to the prior reporting period. This reflects growing exposure to XTRACKERS US 0-1 YR TREASURY (TRSY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TRSY increasing?
Institutional interest in TRSY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.