TRSY Institutional Ownership & Shareholders
XTRACKERS US 0-1 YR TREASURY (TRSY) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $36.28M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wealth Alliance Advisory Group, Llc is currently the largest disclosed institutional shareholder of TRSY tracked by InsiderSet, reporting ownership valued at approximately $22.25M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.19M, representing an estimated loss of -0.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed TRSY value among the investors covered in this analysis. Major shareholders include Wealth Alliance Advisory Group, Llc, Kingsview Wealth Management, Llc, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in XTRACKERS US 0-1 YR TREASURY (TRSY).
This page ranks the largest institutional TRSY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
13
Total Reported Value
$36.28M
Largest Holder
Wealth Alliance Advisory Group, Llc
Largest Position
$22.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Alliance Advisory Group, Llc | 3.12% | 736,750 | $22,246,166 | $22,194,594 | -$51,572 | -0.23% | |
| Kingsview Wealth Management, Llc | 0.04% | 120,000 | $3,622,200 | $3,615,000 | -$7,200 | -0.20% | |
| Goldman Sachs Group Inc | 0.00% | 83,265 | $2,513,354 | $2,508,358 | -$4,996 | -0.20% | |
| Deutsche Bank Ag\ | 0.00% | 80,000 | $2,415,200 | $2,410,000 | -$5,200 | -0.22% | |
| Lpl Financial Llc | 0.00% | 63,594 | $1,919,584 | $1,915,769 | -$3,815 | -0.20% | |
| Trask Adam Roland | 0.92% | 32,375 | $976,333 | $975,297 | -$1,036 | -0.11% | |
| Concurrent Investment Advisors, Llc | 0.01% | 25,682 | $775,468 | $773,670 | -$1,798 | -0.23% | |
| Independent Financial Group, Llc | 0.01% | 22,150 | $668,819 | $667,269 | -$1,550 | -0.23% | |
| Jane Street Group, Llc | 0.00% | 18,845 | $568,836 | $567,706 | -$1,130 | -0.20% | |
| Raymond James Financial Inc | 0.00% | 14,428 | $435,509 | $434,644 | -$866 | -0.20% | |
| Farther Finance Advisors, Llc | 0.00% | 2,277 | $68,764 | $68,595 | -$169 | -0.25% | |
| Bell Investment Advisors, Inc | 0.01% | 2,228 | $67,261 | $67,119 | -$143 | -0.21% | |
| Jpmorgan Chase & Co | 0.00% | 45 | $1,358 | $1,356 | -$2 | -0.17% |
Frequently asked questions about TRSY
Who are the largest institutional holders of TRSY?
The largest institutional holders of TRSY reported in the latest SEC Form 13F filings include Wealth Alliance Advisory Group, Llc, Kingsview Wealth Management, Llc, Goldman Sachs Group Inc, Deutsche Bank Ag\, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported TRSY position.
What is TRSY institutional ownership?
This page tracks TRSY positions reported by institutional investment managers through SEC Form 13F. XTRACKERS US 0-1 YR TREASURY (TRSY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TRSY?
InsiderSet currently tracks 13 institutional managers reporting TRSY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TRSY shareholders.
How much TRSY stock do institutions own?
Institutional investment managers disclosed approximately $36.28M in TRSY holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TRSY institutional ownership last updated?
The latest TRSY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TRSY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TRSY position after the reporting date.
Are institutions buying or selling TRSY?
Institutional buying and selling can be analyzed by comparing TRSY positions across consecutive 13F reporting periods. InsiderSet's TRSY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TRSY ownership changes.
How has TRSY institutional ownership changed over time?
InsiderSet tracks TRSY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.