USVN Institutional Ownership & Shareholders
F/M US TREASURY 7 YEAR NOTE (USVN) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Citadel Advisors Llc is currently the largest disclosed institutional shareholder of USVN tracked by InsiderSet, reporting ownership valued at approximately $1.01M 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 $986,716.922, representing an estimated loss of -2.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed USVN value among the investors covered in this analysis. Major shareholders include Citadel Advisors Llc, Highroad Wealth Advisors, Llc, Central Trust Co, and several other long-term asset managers with concentrated positions in F/M US TREASURY 7 YEAR NOTE (USVN).
This page ranks the largest institutional USVN 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
9
Total Reported Value
$3.92M
Largest Holder
Citadel Advisors Llc
Largest Position
$1.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
10
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | 0.00% | 21,324 | $1,014,944 | $986,717 | -$28,227 | -2.78% | |
| Highroad Wealth Advisors, Llc | 0.48% | 12,561 | $568,570 | $581,230 | +$12,660 | +2.23% | |
| Central Trust Co | 0.01% | 11,075 | $527,130 | $512,469 | -$14,661 | -2.78% | |
| Jane Street Group, Llc | 0.00% | 8,570 | $407,900 | $396,556 | -$11,344 | -2.78% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,706 | $394,080 | $402,849 | +$8,769 | +2.23% | |
| Valtinson Bruner Financial Planning Llc | 0.09% | 8,037 | $363,785 | $371,893 | +$8,108 | +2.23% | |
| Tower Research Capital Llc (Trc) | 0.01% | 7,198 | $342,598 | $333,070 | -$9,528 | -2.78% | |
| F/M Investments Llc | 0.02% | 6,308 | $300,237 | $291,888 | -$8,349 | -2.78% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 5 | $227 | $231 | +$4 | +1.92% |
Frequently asked questions about USVN
Who are the largest institutional holders of USVN?
The largest institutional holders of USVN reported in the latest SEC Form 13F filings include Citadel Advisors Llc, Highroad Wealth Advisors, Llc, Central Trust Co, Jane Street Group, Llc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported USVN position.
What is USVN institutional ownership?
This page tracks USVN positions reported by institutional investment managers through SEC Form 13F. F/M US TREASURY 7 YEAR NOTE (USVN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USVN?
InsiderSet currently tracks 9 institutional managers reporting USVN 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 USVN shareholders.
How much USVN stock do institutions own?
Institutional investment managers disclosed approximately $3.92M in USVN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USVN institutional ownership last updated?
The latest USVN 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 USVN 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 USVN position after the reporting date.
Are institutions buying or selling USVN?
Institutional buying and selling can be analyzed by comparing USVN positions across consecutive 13F reporting periods. InsiderSet's USVN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USVN ownership changes.
How has USVN institutional ownership changed over time?
InsiderSet tracks USVN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.