UFIV Institutional Ownership & Shareholders
F/M US TREASURY 5 YEAR NOTE (UFIV) is currently held by 18 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $16.15M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Janney Montgomery Scott Llc is currently the largest disclosed institutional shareholder of UFIV tracked by InsiderSet, reporting ownership valued at approximately $3.71M in its June 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 $3.63M, representing an estimated loss of -2.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed UFIV value among the investors covered in this analysis. Major shareholders include Janney Montgomery Scott Llc, Central Trust Co, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in F/M US TREASURY 5 YEAR NOTE (UFIV).
This page ranks the largest institutional UFIV 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
18
Total Reported Value
$16.15M
Largest Holder
Janney Montgomery Scott Llc
Largest Position
$3.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Janney Montgomery Scott Llc | 0.01% | 76,960 | $3,713,000 | $3,631,673 | -$81,327 | -2.19% | |
| Central Trust Co | 0.04% | 46,847 | $2,260,416 | $2,210,668 | -$49,748 | -2.20% | |
| Raymond James Financial Inc | 0.00% | 43,339 | $2,091,150 | $2,045,128 | -$46,022 | -2.20% | |
| Crew Capital Management, Ltd | 0.91% | 37,220 | $1,728,594 | $1,756,378 | +$27,784 | +1.61% | |
| Foguth Wealth Management, Llc. | 0.13% | 26,482 | $1,243,617 | $1,249,662 | +$6,045 | +0.49% | |
| F/M Investments Llc | 0.06% | 25,261 | $1,218,869 | $1,192,044 | -$26,825 | -2.20% | |
| Highroad Wealth Advisors, Llc | 0.94% | 24,234 | $1,125,478 | $1,143,581 | +$18,103 | +1.61% | |
| Tower Research Capital Llc (Trc) | 0.02% | 12,871 | $621,039 | $607,371 | -$13,668 | -2.20% | |
| Jane Street Group, Llc | 0.00% | 10,217 | $492,980 | $482,131 | -$10,849 | -2.20% | |
| Emerald Investment Advisers, Llc | 0.03% | 8,635 | $416,647 | $407,478 | -$9,169 | -2.20% | |
| Spectrum Financial Alliance Ltd Llc | 0.05% | 7,908 | $367,268 | $373,171 | +$5,903 | +1.61% | |
| Susquehanna International Group, Llp | 0.00% | 5,325 | $256,937 | $251,282 | -$5,655 | -2.20% | |
| Thoroughbred Financial Services, Llc | 0.01% | 5,241 | $252,000 | $247,318 | -$4,682 | -1.86% | |
| Valtinson Bruner Financial Planning Llc | 0.06% | 4,607 | $222,281 | $217,400 | -$4,881 | -2.20% | |
| Osaic Holdings, Inc. | 0.00% | 2,278 | $109,916 | $107,497 | -$2,419 | -2.20% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 724 | $34,933 | $34,165 | -$768 | -2.20% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 5 | $233 | $236 | +$3 | +1.26% | |
| Morgan Stanley | 0.00% | 1 | $48 | $47 | -$1 | -1.69% |
Frequently asked questions about UFIV
Who are the largest institutional holders of UFIV?
The largest institutional holders of UFIV reported in the latest SEC Form 13F filings include Janney Montgomery Scott Llc, Central Trust Co, Raymond James Financial Inc, Crew Capital Management, Ltd, and Foguth Wealth Management, Llc.. InsiderSet ranks institutional holders by their latest reported UFIV position.
What is UFIV institutional ownership?
This page tracks UFIV positions reported by institutional investment managers through SEC Form 13F. F/M US TREASURY 5 YEAR NOTE (UFIV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UFIV?
InsiderSet currently tracks 18 institutional managers reporting UFIV 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 UFIV shareholders.
How much UFIV stock do institutions own?
Institutional investment managers disclosed approximately $16.15M in UFIV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UFIV institutional ownership last updated?
The latest UFIV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 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 UFIV 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 UFIV position after the reporting date.
Are institutions buying or selling UFIV?
Institutional buying and selling can be analyzed by comparing UFIV positions across consecutive 13F reporting periods. InsiderSet's UFIV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UFIV ownership changes.
How has UFIV institutional ownership changed over time?
InsiderSet tracks UFIV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.