UTEN Institutional Ownership & Shareholders
US TREASURY 10 YR NOTE ETF (UTEN) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $163.87M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $36.45M, representing an estimated loss of -3.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% 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
49
Total Reported Value
$163.87M
Largest Holder
Equitable Holdings, Inc.
Largest Position
$37.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
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 | $36,452,179 | -$1,366,103 | -3.61% | |
| Altfest L J & Co Inc | 3.43% | 852,390 | $34,504,937 | $35,492,326 | +$987,389 | +2.86% | |
| Woodard & Co Asset Management Group Inc | 3.73% | 598,332 | $25,847,382 | $24,913,707 | -$933,675 | -3.61% | |
| Morgan Stanley | 0.00% | 468,060 | $20,219,793 | $19,489,363 | -$730,430 | -3.61% | |
| Raymond James Financial Inc | 0.00% | 302,909 | $13,085,409 | $12,612,707 | -$472,702 | -3.61% | |
| Lpl Financial Llc | 0.00% | 192,642 | $8,321,973 | $8,021,343 | -$300,630 | -3.61% | |
| Wealthcare Capital Management Llc | 0.77% | 172,756 | $6,993,197 | $7,193,318 | +$200,121 | +2.86% | |
| Goldman Sachs Group Inc | 0.00% | 149,164 | $6,443,751 | $6,210,980 | -$232,771 | -3.61% | |
| Commonwealth Equity Services, Llc | 0.01% | 107,236 | $4,340,940 | $4,465,157 | +$124,217 | +2.86% | |
| Apollon Wealth Management, Llc | 0.03% | 62,260 | $2,520,297 | $2,592,419 | +$72,122 | +2.86% | |
| Jpmorgan Chase & Co | 0.00% | 57,942 | $2,517,298 | $2,412,624 | -$104,674 | -4.16% | |
| Ubs Group Ag | 0.00% | 48,672 | $2,102,582 | $2,026,634 | -$75,948 | -3.61% | |
| Crew Capital Management, Ltd | 1.09% | 51,167 | $2,071,250 | $2,130,522 | +$59,272 | +2.86% | |
| Wealthcare Advisory Partners Llc | 0.03% | 47,726 | $1,931,965 | $1,987,244 | +$55,279 | +2.86% | |
| Stifel Financial Corp | 0.00% | 44,366 | $1,916,573 | $1,847,338 | -$69,235 | -3.61% | |
| Flow Traders U.S. Llc | 0.07% | 41,810 | $1,806,000 | $1,740,910 | -$65,090 | -3.60% | |
| Envestnet Asset Management Inc | 0.00% | 41,281 | $1,783,321 | $1,718,883 | -$64,438 | -3.61% | |
| Mml Investors Services, Llc | 0.00% | 38,614 | $1,668,082 | $1,607,833 | -$60,249 | -3.61% | |
| Newedge Advisors, Llc | 0.00% | 36,720 | $1,586,282 | $1,528,969 | -$57,313 | -3.61% | |
| Foguth Wealth Management, Llc. | 0.11% | 26,644 | $1,097,720 | $1,109,419 | +$11,699 | +1.07% | |
| Tower Research Capital Llc (Trc) | 0.02% | 20,761 | $896,857 | $864,459 | -$32,398 | -3.61% | |
| Truist Financial Corp | 0.00% | 21,431 | $867,549 | $892,357 | +$24,808 | +2.86% | |
| Nicolet Bankshares Inc | 0.03% | 20,068 | $866,920 | $835,603 | -$31,317 | -3.61% | |
| Sanctuary Advisors, Llc | 0.00% | 18,573 | $802,337 | $773,354 | -$28,983 | -3.61% | |
| Lvw Advisors, Llc | 0.06% | 17,642 | $714,152 | $734,588 | +$20,436 | +2.86% | |
| Stewardship Advisors, Llc | 0.14% | 17,135 | $693,628 | $713,477 | +$19,849 | +2.86% | |
| Empirical Asset Management, Llc | 0.15% | 15,792 | $682,189 | $657,557 | -$24,632 | -3.61% | |
| J.W. Cole Advisors, Inc. | 0.01% | 14,441 | $623,844 | $601,303 | -$22,541 | -3.61% | |
| Citadel Advisors Llc | 0.00% | 13,978 | $603,837 | $582,024 | -$21,813 | -3.61% | |
| Stapp Wealth Management, Pllc | 0.78% | 14,825 | $600,119 | $617,292 | +$17,173 | +2.86% | |
| F/M Investments Llc | 0.03% | 11,980 | $517,525 | $498,830 | -$18,695 | -3.61% | |
| Daymark Wealth Partners, Llc | 0.01% | 10,524 | $454,627 | $438,205 | -$16,422 | -3.61% | |
| Highroad Wealth Advisors, Llc | 0.36% | 10,665 | $431,717 | $444,076 | +$12,359 | +2.86% | |
| Kovack Advisors, Inc. | 0.02% | 8,550 | $369,353 | $356,010 | -$13,343 | -3.61% | |
| Straight Path Wealth Management | 0.07% | 8,079 | $327,040 | $336,398 | +$9,358 | +2.86% | |
| Savvy Advisors, Inc. | 0.01% | 6,542 | $282,597 | $272,400 | -$10,197 | -3.61% | |
| 4Wealth Advisors, Inc. | 0.19% | 6,650 | $269,857 | $276,897 | +$7,040 | +2.61% | |
| Highpoint Advisor Group Llc | 0.01% | 5,261 | $227,270 | $219,061 | -$8,209 | -3.61% | |
| Mercer Global Advisors Inc | 0.00% | 5,177 | $223,642 | $215,563 | -$8,079 | -3.61% | |
| Laird Norton Wetherby Trust Company, Llc | 0.00% | 4,953 | $213,965 | $206,236 | -$7,729 | -3.61% | |
| Valtinson Bruner Financial Planning Llc | 0.05% | 5,259 | $212,903 | $218,977 | +$6,074 | +2.85% | |
| Jones Financial Companies Lllp | 0.00% | 2,300 | $100,220 | $95,769 | -$4,451 | -4.44% | |
| Bank Of New Hampshire | 0.02% | 2,190 | $88,652 | $91,189 | +$2,537 | +2.86% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 680 | $29,375 | $28,314 | -$1,061 | -3.61% | |
| Osaic Holdings, Inc. | 0.00% | 600 | $25,920 | $24,983 | -$937 | -3.61% | |
| Soa Wealth Advisors, Llc. | 0.00% | 216 | $9,331 | $8,994 | -$337 | -3.61% | |
| Aptus Capital Advisors, Llc | 0.00% | 87 | $3,758 | $3,623 | -$135 | -3.60% | |
| Cwm, Llc | 0.00% | 32 | $1,395 | $1,332 | -$63 | -4.48% | |
| Strategic Investment Solutions, Inc. | 0.00% | 5 | $216 | $208 | -$8 | -3.61% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 2 | $87 | $83 | -$4 | -4.28% |
Frequently asked questions about UTEN
Who are the largest institutional holders of UTEN?
The largest institutional holders of UTEN reported in the latest SEC Form 13F filings include Equitable Holdings, Inc., Altfest L J & Co Inc, Woodard & Co Asset Management Group Inc, Morgan Stanley, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported UTEN position.
What is UTEN institutional ownership?
This page tracks UTEN positions reported by institutional investment managers through SEC Form 13F. US TREASURY 10 YR NOTE ETF (UTEN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UTEN?
InsiderSet currently tracks 49 institutional managers reporting UTEN 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 UTEN shareholders.
How much UTEN stock do institutions own?
Institutional investment managers disclosed approximately $163.87M in UTEN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UTEN institutional ownership last updated?
The latest UTEN 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 UTEN 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 UTEN position after the reporting date.
Are institutions buying or selling UTEN?
Institutional buying and selling can be analyzed by comparing UTEN positions across consecutive 13F reporting periods. InsiderSet's UTEN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UTEN ownership changes.
How has UTEN institutional ownership changed over time?
InsiderSet tracks UTEN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.