US TREASURY 10 YR NOTE ETF (UTEN) Institutional Shareholders
US TREASURY 10 YR NOTE ETF (UTEN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $199.27M in UTEN holdings during the latest filing period.
Equitable Holdings, Inc. is currently the largest disclosed institutional shareholder of UTEN tracked by InsiderSet, reporting ownership valued at approximately $37.82M 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 $36.29M, representing an estimated loss of -4.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 86% of the total disclosed UTEN value among the investors covered in this analysis. Major shareholders include Equitable Holdings, Inc., Altfest L J & Co Inc, Woodard & Co Asset Management Group Inc, and several other long-term asset managers with concentrated positions in US TREASURY 10 YR NOTE ETF (UTEN).
This page ranks the largest institutional UTEN 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
52
Total Reported Value
$199.27M
Largest Holder
Equitable Holdings, Inc.
Largest Position
$37.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 0.23% | 875,442 | $37,818,282 | $36,287,071 | -$1,531,211 | -4.05% | |
| Altfest L J & Co Inc | 3.49% | 831,674 | $35,927,564 | $34,472,887 | -$1,454,677 | -4.05% | |
| Woodard & Co Asset Management Group Inc | 3.73% | 598,332 | $25,847,382 | $24,800,861 | -$1,046,521 | -4.05% | |
| Morgan Stanley | 0.00% | 468,060 | $20,219,793 | $19,401,087 | -$818,706 | -4.05% | |
| Wealthcare Capital Management Llc | 1.54% | 375,016 | $16,200,354 | $15,544,413 | -$655,941 | -4.05% | |
| Raymond James Financial Inc | 0.00% | 302,909 | $13,085,409 | $12,555,578 | -$529,831 | -4.05% | |
| Lpl Financial Llc | 0.00% | 192,642 | $8,321,973 | $7,985,011 | -$336,962 | -4.05% | |
| Goldman Sachs Group Inc | 0.00% | 149,164 | $6,443,751 | $6,182,848 | -$260,903 | -4.05% | |
| Commonwealth Equity Services, Llc | 0.01% | 109,688 | $4,738,410 | $4,546,568 | -$191,842 | -4.05% | |
| Apollon Wealth Management, Llc | 0.03% | 62,260 | $2,689,576 | $2,580,677 | -$108,899 | -4.05% | |
| Jpmorgan Chase & Co | 0.00% | 57,942 | $2,517,298 | $2,401,696 | -$115,602 | -4.59% | |
| Ubs Group Ag | 0.00% | 48,672 | $2,102,582 | $2,017,454 | -$85,128 | -4.05% | |
| Stifel Financial Corp | 0.00% | 44,366 | $1,916,573 | $1,838,971 | -$77,602 | -4.05% | |
| Crew Capital Management, Ltd | 0.99% | 41,831 | $1,807,061 | $1,733,895 | -$73,166 | -4.05% | |
| Flow Traders U.S. Llc | 0.07% | 41,810 | $1,806,000 | $1,733,025 | -$72,975 | -4.04% | |
| Envestnet Asset Management Inc | 0.00% | 41,281 | $1,783,321 | $1,711,097 | -$72,224 | -4.05% | |
| Mml Investors Services, Llc | 0.00% | 38,614 | $1,668,082 | $1,600,550 | -$67,532 | -4.05% | |
| Newedge Advisors, Llc | 0.00% | 36,720 | $1,586,282 | $1,522,044 | -$64,238 | -4.05% | |
| Wealthcare Advisory Partners Llc | 0.02% | 25,346 | $1,094,904 | $1,050,592 | -$44,312 | -4.05% | |
| Foguth Wealth Management, Llc. | 0.12% | 24,840 | $1,062,310 | $1,029,618 | -$32,692 | -3.08% | |
| Tower Research Capital Llc (Trc) | 0.02% | 20,761 | $896,857 | $860,543 | -$36,314 | -4.05% | |
| Nicolet Bankshares Inc | 0.03% | 20,068 | $866,920 | $831,819 | -$35,101 | -4.05% | |
| Truist Financial Corp | 0.00% | 19,960 | $862,271 | $827,342 | -$34,929 | -4.05% | |
| Sanctuary Advisors, Llc | 0.00% | 18,573 | $802,337 | $769,851 | -$32,486 | -4.05% | |
| Stewardship Advisors, Llc | 0.15% | 17,135 | $740,217 | $710,246 | -$29,971 | -4.05% | |
| Empirical Asset Management, Llc | 0.15% | 15,792 | $682,189 | $654,578 | -$27,611 | -4.05% | |
| Stapp Wealth Management, Pllc | 0.84% | 14,825 | $640,427 | $614,496 | -$25,931 | -4.05% | |
| J.W. Cole Advisors, Inc. | 0.01% | 14,441 | $623,844 | $598,579 | -$25,265 | -4.05% | |
| Global View Capital Management Llc | 0.13% | 14,312 | $618,266 | $593,232 | -$25,034 | -4.05% | |
| Citadel Advisors Llc | 0.00% | 13,978 | $603,837 | $579,388 | -$24,449 | -4.05% | |
| F/M Investments Llc | 0.03% | 11,980 | $517,525 | $496,571 | -$20,954 | -4.05% | |
| Daymark Wealth Partners, Llc | 0.01% | 10,524 | $454,627 | $436,220 | -$18,407 | -4.05% | |
| Kovack Advisors, Inc. | 0.02% | 8,550 | $369,353 | $354,398 | -$14,956 | -4.05% | |
| Savvy Advisors, Inc. | 0.01% | 6,542 | $282,597 | $271,166 | -$11,431 | -4.05% | |
| Lvw Advisors, Llc | 0.02% | 6,346 | $274,142 | $263,042 | -$11,100 | -4.05% | |
| Valtinson Bruner Financial Planning Llc | 0.06% | 5,305 | $229,165 | $219,892 | -$9,273 | -4.05% | |
| Highpoint Advisor Group Llc | 0.01% | 5,261 | $227,270 | $218,068 | -$9,202 | -4.05% | |
| Mercer Global Advisors Inc | 0.00% | 5,177 | $223,642 | $214,587 | -$9,055 | -4.05% | |
| Laird Norton Wetherby Trust Company, Llc | 0.00% | 4,953 | $213,965 | $205,302 | -$8,663 | -4.05% | |
| Royal Fund Management, Llc | 0.02% | 4,667 | $201,628 | $193,447 | -$8,181 | -4.06% | |
| Jones Financial Companies Lllp | 0.00% | 2,300 | $100,220 | $95,335 | -$4,885 | -4.87% | |
| Cx Institutional | 0.00% | 1,500 | $65,000 | $62,175 | -$2,825 | -4.35% | |
| Bank Of New Hampshire | 0.01% | 900 | $38,879 | $37,305 | -$1,574 | -4.05% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 680 | $29,375 | $28,186 | -$1,189 | -4.05% | |
| Osaic Holdings, Inc. | 0.00% | 600 | $25,920 | $24,870 | -$1,050 | -4.05% | |
| Spire Wealth Management | 0.00% | 547 | $23,630 | $22,673 | -$957 | -4.05% | |
| Soa Wealth Advisors, Llc. | 0.00% | 216 | $9,331 | $8,953 | -$378 | -4.05% | |
| Aptus Capital Advisors, Llc | 0.00% | 87 | $3,758 | $3,606 | -$152 | -4.04% | |
| Cwm, Llc | 0.00% | 32 | $1,395 | $1,326 | -$69 | -4.92% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 5,800 | $251 | $240,410 | +$240,159 | +95680.88% |
Frequently asked questions about UTEN
Who owns the most UTEN stock?
The largest holders of UTEN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for US TREASURY 10 YR NOTE ETF (UTEN).
Is UTEN widely held by superinvestors?
Many widely followed stocks like UTEN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UTEN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.