F/M US TREASURY 5 YEAR NOTE (UFIV) Institutional Ownership Changes & 13F Activity
F/M US TREASURY 5 YEAR NOTE (UFIV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include F/M Investments Llc, Citadel Advisors Llc, Tower Research Capital Llc (Trc), Janney Montgomery Scott Llc, and Thoroughbred Financial Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +27,825 | +75.2% | 64,842 | $3.17M | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -22,224 | -87.1% | 3,289 | $160.57K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +1,860 | +397.4% | 2,328 | $113.65K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +1 | — | 1 | $49.00 | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +128 | +0.3% | 44,424 | $2.17M | Q1 2026 | May 14, 2026 |
| Thoroughbred Financial Services, Llc | Sell | -8,613 | -59.6% | 5,833 | $284.00K | Q1 2026 | May 12, 2026 |
| Jane Street Group, Llc | Buy | +6,972 | — | 6,972 | $340.37K | Q1 2026 | May 12, 2026 |
| F/M Investments Llc | Buy | +53,724 | +288.0% | 72,381 | $3.53M | Q1 2026 | May 11, 2026 |
| Ubs Group Ag | Buy | +63 | — | 63 | $3.08K | Q1 2026 | May 05, 2026 |
| Valtinson Bruner Financial Planning Llc | Buy | +38 | +0.8% | 4,565 | $222.87K | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott Llc | Buy | +10,536 | +15.6% | 78,289 | $3.82M | Q1 2026 | Apr 22, 2026 |
| Crew Capital Management, Ltd | Buy | +195 | +0.8% | 23,206 | $1.13M | Q1 2026 | Apr 22, 2026 |
| Central Trust Co | Sell | -1,050 | -2.3% | 44,630 | $2.18M | Q1 2026 | Apr 17, 2026 |
Frequently asked questions about UFIV activity
Which institutional owners are buying UFIV?
Institutional owners buying UFIV 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 UFIV activity?
"Buy" means an investor increased their reported position in UFIV compared to the prior reporting period. This reflects growing exposure to F/M US TREASURY 5 YEAR NOTE (UFIV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UFIV increasing?
Institutional interest in UFIV 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.