US TREASURY 10 YR NOTE ETF (UTEN) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $198.92M 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 $37.23M in its March 31, 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 $36.42M, representing an estimated loss of -2.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 87% 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
48
Total Reported Value
$198.92M
Largest Holder
Equitable Holdings, Inc.
Largest Position
$37.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 0.24% | 845,161 | $37,233,314 | $36,422,213 | -$811,101 | -2.18% | |
| Altfest L J & Co Inc | 3.83% | 821,155 | $35,802,849 | $35,387,675 | -$415,174 | -1.16% | |
| Woodard & Co Asset Management Group Inc | 4.15% | 594,825 | $25,934,737 | $25,633,983 | -$300,754 | -1.16% | |
| Morgan Stanley | 0.00% | 538,307 | $23,470,566 | $23,198,340 | -$272,226 | -1.16% | |
| Wealthcare Capital Management Llc | 1.74% | 398,188 | $17,361,236 | $17,159,912 | -$201,324 | -1.16% | |
| Raymond James Financial Inc | 0.00% | 238,871 | $10,414,919 | $10,294,146 | -$120,773 | -1.16% | |
| Lpl Financial Llc | 0.00% | 220,009 | $9,592,539 | $9,481,288 | -$111,251 | -1.16% | |
| Goldman Sachs Group Inc | 0.00% | 139,653 | $6,088,955 | $6,018,346 | -$70,609 | -1.16% | |
| Commonwealth Equity Services, Llc | 0.01% | 107,339 | $4,680,050 | $4,625,774 | -$54,276 | -1.16% | |
| Citadel Advisors Llc | 0.00% | 70,919 | $3,092,111 | $3,056,254 | -$35,857 | -1.16% | |
| Wealthcare Advisory Partners Llc | 0.05% | 63,898 | $2,785,975 | $2,753,684 | -$32,291 | -1.16% | |
| Apollon Wealth Management, Llc | 0.04% | 62,260 | $2,714,573 | $2,683,095 | -$31,478 | -1.16% | |
| Stifel Financial Corp | 0.00% | 50,443 | $2,199,342 | $2,173,841 | -$25,501 | -1.16% | |
| Ubs Group Ag | 0.00% | 50,115 | $2,185,064 | $2,159,706 | -$25,358 | -1.16% | |
| Envestnet Asset Management Inc | 0.00% | 40,916 | $1,783,980 | $1,763,275 | -$20,705 | -1.16% | |
| Mml Investors Services, Llc | 0.00% | 34,268 | $1,494,112 | $1,476,779 | -$17,333 | -1.16% | |
| Crew Capital Management, Ltd | 0.95% | 32,813 | $1,430,667 | $1,414,076 | -$16,591 | -1.16% | |
| Truist Financial Corp | 0.00% | 30,013 | $1,308,563 | $1,293,410 | -$15,153 | -1.16% | |
| Farther Finance Advisors, Llc | 0.01% | 28,024 | $1,220,165 | $1,207,694 | -$12,471 | -1.02% | |
| Nicolet Bankshares Inc | 0.03% | 20,990 | $915,176 | $904,564 | -$10,612 | -1.16% | |
| Jane Street Group, Llc | 0.00% | 19,529 | $851,476 | $841,602 | -$9,874 | -1.16% | |
| Sanctuary Advisors, Llc | 0.00% | 18,573 | $809,794 | $800,403 | -$9,391 | -1.16% | |
| Empirical Asset Management, Llc | 0.19% | 16,137 | $703,572 | $695,424 | -$8,148 | -1.16% | |
| Stewardship Advisors, Llc | 0.15% | 15,303 | $667,220 | $659,483 | -$7,737 | -1.16% | |
| Global View Capital Management Llc | 0.17% | 14,885 | $648,995 | $641,469 | -$7,526 | -1.16% | |
| Stapp Wealth Management, Pllc | 0.83% | 14,825 | $646,379 | $638,883 | -$7,496 | -1.16% | |
| J.W. Cole Advisors, Inc. | 0.02% | 14,298 | $623,394 | $616,172 | -$7,222 | -1.16% | |
| F/M Investments Llc | 0.03% | 11,620 | $506,639 | $500,764 | -$5,875 | -1.16% | |
| Laird Norton Wetherby Trust Company, Llc | 0.01% | 6,351 | $276,907 | $273,696 | -$3,211 | -1.16% | |
| Gts Securities Llc | 0.01% | 5,663 | $246,912 | $244,047 | -$2,865 | -1.16% | |
| Lvw Advisors, Llc | 0.02% | 5,496 | $239,629 | $236,850 | -$2,779 | -1.16% | |
| Valtinson Bruner Financial Planning Llc | 0.06% | 5,281 | $230,256 | $227,585 | -$2,671 | -1.16% | |
| Highpoint Advisor Group Llc | 0.01% | 5,261 | $229,383 | $226,723 | -$2,660 | -1.16% | |
| Mercer Global Advisors Inc | 0.00% | 5,177 | $225,720 | $223,103 | -$2,617 | -1.16% | |
| Geneos Wealth Management Inc. | 0.00% | 2,000 | $87,200 | $86,190 | -$1,010 | -1.16% | |
| Osaic Holdings, Inc. | 0.00% | 1,100 | $47,960 | $47,405 | -$556 | -1.16% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 680 | $29,648 | $29,305 | -$343 | -1.16% | |
| Sound Income Strategies, Llc | 0.00% | 634 | $27,604 | $27,322 | -$282 | -1.02% | |
| Realta Investment Advisors | 0.01% | 550 | $23,980 | $23,702 | -$278 | -1.16% | |
| Spire Wealth Management | 0.00% | 547 | $23,850 | $23,573 | -$277 | -1.16% | |
| Advisory Services Network, Llc | 0.00% | 441 | $19,228 | $19,005 | -$223 | -1.16% | |
| Ae Wealth Management Llc | 0.00% | 406 | $17,702 | $17,497 | -$205 | -1.16% | |
| Wells Fargo & Company/Mn | 0.00% | 287 | $12,513 | $12,368 | -$145 | -1.16% | |
| Eversource Wealth Advisors, Llc | 0.00% | 2,053 | $9,854 | $88,474 | +$78,620 | +797.85% | |
| Aptus Capital Advisors, Llc | 0.00% | 87 | $3,793 | $3,749 | -$44 | -1.15% | |
| Cwm, Llc | 0.00% | 32 | $1,395 | $1,379 | -$16 | -1.14% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 5,868 | $256 | $252,881 | +$252,625 | +98681.82% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 2 | $93 | $86 | -$7 | -7.32% |
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.