UTRE Institutional Ownership & Shareholders
F/M US TREASURY 3 YEAR NOTE (UTRE) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.65M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Crew Capital Management, Ltd is currently the largest disclosed institutional shareholder of UTRE tracked by InsiderSet, reporting ownership valued at approximately $1.59M in its September 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 $1.60M, representing an estimated gain of +0.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed UTRE value among the investors covered in this analysis. Major shareholders include Crew Capital Management, Ltd, Highroad Wealth Advisors, Llc, Citadel Advisors Llc, and several other long-term asset managers with concentrated positions in F/M US TREASURY 3 YEAR NOTE (UTRE).
This page ranks the largest institutional UTRE 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
$5.65M
Largest Holder
Crew Capital Management, Ltd
Largest Position
$1.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Crew Capital Management, Ltd | 0.84% | 33,102 | $1,588,068 | $1,603,607 | +$15,539 | +0.98% | |
| Highroad Wealth Advisors, Llc | 1.05% | 26,240 | $1,258,875 | $1,271,181 | +$12,306 | +0.98% | |
| Citadel Advisors Llc | 0.00% | 25,094 | $1,230,630 | $1,215,664 | -$14,966 | -1.22% | |
| Curran Financial Partners, Llc | 0.13% | 18,008 | $883,127 | $872,387 | -$10,740 | -1.22% | |
| F/M Investments Llc | 0.02% | 6,414 | $314,537 | $310,722 | -$3,815 | -1.21% | |
| Susquehanna International Group, Llp | 0.00% | 5,686 | $278,846 | $275,455 | -$3,391 | -1.22% | |
| Central Trust Co | 0.00% | 1,700 | $83,370 | $82,355 | -$1,015 | -1.22% | |
| Ubs Group Ag | 0.00% | 174 | $8,533 | $8,429 | -$104 | -1.21% | |
| Morgan Stanley | 0.00% | 1 | $49 | $48 | -$1 | -1.13% |
Frequently asked questions about UTRE
Who are the largest institutional holders of UTRE?
The largest institutional holders of UTRE reported in the latest SEC Form 13F filings include Crew Capital Management, Ltd, Highroad Wealth Advisors, Llc, Citadel Advisors Llc, Curran Financial Partners, Llc, and F/M Investments Llc. InsiderSet ranks institutional holders by their latest reported UTRE position.
What is UTRE institutional ownership?
This page tracks UTRE positions reported by institutional investment managers through SEC Form 13F. F/M US TREASURY 3 YEAR NOTE (UTRE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UTRE?
InsiderSet currently tracks 9 institutional managers reporting UTRE 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 UTRE shareholders.
How much UTRE stock do institutions own?
Institutional investment managers disclosed approximately $5.65M in UTRE holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UTRE institutional ownership last updated?
The latest UTRE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 UTRE 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 UTRE position after the reporting date.
Are institutions buying or selling UTRE?
Institutional buying and selling can be analyzed by comparing UTRE positions across consecutive 13F reporting periods. InsiderSet's UTRE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UTRE ownership changes.
How has UTRE institutional ownership changed over time?
InsiderSet tracks UTRE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.