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 $196.62M 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 $35.72M, representing an estimated loss of -4.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% 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
$196.62M
Largest Holder
Equitable Holdings, Inc.
Largest Position
$37.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
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 | $35,720,561 | -$1,512,753 | -4.06% | |
| Altfest L J & Co Inc | 3.49% | 831,674 | $35,927,564 | $35,150,535 | -$777,029 | -2.16% | |
| Woodard & Co Asset Management Group Inc | 3.73% | 598,332 | $25,847,382 | $25,288,382 | -$559,000 | -2.16% | |
| Morgan Stanley | 0.00% | 538,307 | $23,470,566 | $22,751,438 | -$719,128 | -3.06% | |
| Wealthcare Capital Management Llc | 1.54% | 375,016 | $16,200,354 | $15,849,976 | -$350,378 | -2.16% | |
| Raymond James Financial Inc | 0.00% | 238,871 | $10,414,919 | $10,095,835 | -$319,084 | -3.06% | |
| Lpl Financial Llc | 0.00% | 220,009 | $9,592,539 | $9,298,636 | -$293,903 | -3.06% | |
| Goldman Sachs Group Inc | 0.00% | 139,653 | $6,088,955 | $5,902,406 | -$186,549 | -3.06% | |
| Commonwealth Equity Services, Llc | 0.01% | 109,688 | $4,738,410 | $4,635,941 | -$102,469 | -2.16% | |
| Citadel Advisors Llc | 0.00% | 70,919 | $3,092,111 | $2,997,377 | -$94,734 | -3.06% | |
| Apollon Wealth Management, Llc | 0.03% | 62,260 | $2,689,576 | $2,631,406 | -$58,170 | -2.16% | |
| Stifel Financial Corp | 0.00% | 50,443 | $2,199,342 | $2,131,963 | -$67,379 | -3.06% | |
| Ubs Group Ag | 0.00% | 50,115 | $2,185,064 | $2,118,100 | -$66,964 | -3.06% | |
| Envestnet Asset Management Inc | 0.00% | 40,916 | $1,783,980 | $1,729,307 | -$54,673 | -3.06% | |
| Mml Investors Services, Llc | 0.00% | 34,268 | $1,494,112 | $1,448,330 | -$45,782 | -3.06% | |
| Crew Capital Management, Ltd | 0.95% | 32,813 | $1,430,667 | $1,386,835 | -$43,832 | -3.06% | |
| Wealthcare Advisory Partners Llc | 0.02% | 25,346 | $1,094,904 | $1,071,244 | -$23,660 | -2.16% | |
| Foguth Wealth Management, Llc. | 0.12% | 24,840 | $1,062,310 | $1,049,858 | -$12,452 | -1.17% | |
| Nicolet Bankshares Inc | 0.03% | 20,990 | $915,176 | $887,138 | -$28,038 | -3.06% | |
| Truist Financial Corp | 0.00% | 19,960 | $862,271 | $843,605 | -$18,666 | -2.16% | |
| Jane Street Group, Llc | 0.00% | 19,529 | $851,476 | $825,389 | -$26,087 | -3.06% | |
| Sanctuary Advisors, Llc | 0.00% | 18,573 | $809,794 | $784,984 | -$24,810 | -3.06% | |
| Stewardship Advisors, Llc | 0.15% | 17,135 | $740,217 | $724,207 | -$16,010 | -2.16% | |
| Empirical Asset Management, Llc | 0.19% | 16,137 | $703,572 | $682,027 | -$21,545 | -3.06% | |
| Stapp Wealth Management, Pllc | 0.84% | 14,825 | $640,427 | $626,576 | -$13,851 | -2.16% | |
| J.W. Cole Advisors, Inc. | 0.01% | 14,441 | $623,844 | $610,346 | -$13,498 | -2.16% | |
| Global View Capital Management Llc | 0.13% | 14,312 | $618,266 | $604,894 | -$13,372 | -2.16% | |
| F/M Investments Llc | 0.03% | 11,620 | $506,639 | $491,117 | -$15,522 | -3.06% | |
| Daymark Wealth Partners, Llc | 0.01% | 10,524 | $454,627 | $444,795 | -$9,832 | -2.16% | |
| Kovack Advisors, Inc. | 0.02% | 8,550 | $369,353 | $361,364 | -$7,989 | -2.16% | |
| Laird Norton Wetherby Trust Company, Llc | 0.01% | 6,351 | $276,907 | $268,424 | -$8,483 | -3.06% | |
| Lvw Advisors, Llc | 0.02% | 6,346 | $274,142 | $268,212 | -$5,930 | -2.16% | |
| Gts Securities Llc | 0.01% | 5,663 | $246,912 | $239,346 | -$7,566 | -3.06% | |
| Valtinson Bruner Financial Planning Llc | 0.06% | 5,281 | $230,256 | $223,200 | -$7,056 | -3.06% | |
| Highpoint Advisor Group Llc | 0.01% | 5,261 | $229,383 | $222,355 | -$7,028 | -3.06% | |
| Mercer Global Advisors Inc | 0.00% | 5,177 | $225,720 | $218,805 | -$6,915 | -3.06% | |
| Royal Fund Management, Llc | 0.02% | 4,667 | $201,628 | $197,250 | -$4,378 | -2.17% | |
| Geneos Wealth Management Inc. | 0.00% | 2,000 | $87,200 | $84,530 | -$2,670 | -3.06% | |
| Osaic Holdings, Inc. | 0.00% | 1,100 | $47,960 | $46,491 | -$1,469 | -3.06% | |
| Bank Of New Hampshire | 0.01% | 900 | $38,879 | $38,038 | -$841 | -2.16% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 680 | $29,648 | $28,740 | -$908 | -3.06% | |
| Spire Wealth Management | 0.00% | 547 | $23,630 | $23,119 | -$511 | -2.16% | |
| Advisory Services Network, Llc | 0.00% | 441 | $19,228 | $18,639 | -$589 | -3.06% | |
| Ae Wealth Management Llc | 0.00% | 406 | $17,702 | $17,160 | -$542 | -3.06% | |
| Wells Fargo & Company/Mn | 0.00% | 287 | $12,513 | $12,130 | -$383 | -3.06% | |
| Soa Wealth Advisors, Llc. | 0.00% | 216 | $9,331 | $9,129 | -$202 | -2.16% | |
| Aptus Capital Advisors, Llc | 0.00% | 87 | $3,793 | $3,677 | -$116 | -3.06% | |
| Cwm, Llc | 0.00% | 32 | $1,395 | $1,352 | -$43 | -3.05% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 5,800 | $251 | $245,136 | +$244,885 | +97563.68% | |
| Strategic Investment Solutions, Inc. | 0.00% | 5 | $216 | $211 | -$5 | -2.16% |
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.