US TREASURY 2YR NOTE ETF (UTWO) Top Institutional Shareholders
US TREASURY 2YR NOTE ETF (UTWO) 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 $198.77M in UTWO holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of UTWO tracked by InsiderSet, reporting ownership valued at approximately $62.41M 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 $62.01M, representing an estimated loss of -0.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed UTWO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in US TREASURY 2YR NOTE ETF (UTWO).
This page ranks the largest institutional UTWO 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
71
Total Reported Value
$198.77M
Largest Holder
Morgan Stanley
Largest Position
$62.41M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
79
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,292,630 | $62,411,209 | $62,012,761 | -$398,448 | -0.64% | |
| Lpl Financial Llc | 0.01% | 714,740 | $34,509,307 | $34,289,008 | -$220,299 | -0.64% | |
| Raymond James Financial Inc | 0.00% | 217,850 | $10,518,310 | $10,451,158 | -$67,152 | -0.64% | |
| Envestnet Asset Management Inc | 0.00% | 191,945 | $9,267,523 | $9,208,389 | -$59,134 | -0.64% | |
| 49 Wealth Management, Llc | 0.67% | 185,038 | $8,934,070 | $8,877,032 | -$57,038 | -0.64% | |
| Mml Investors Services, Llc | 0.02% | 174,138 | $8,407,796 | $8,354,114 | -$53,682 | -0.64% | |
| Ubs Group Ag | 0.00% | 149,161 | $7,201,791 | $7,155,865 | -$45,926 | -0.64% | |
| Federation Des Caisses Desjardins Du Quebec | 0.02% | 131,392 | $6,343,869 | $6,303,413 | -$40,456 | -0.64% | |
| Luminist Capital Llc | 6.83% | 106,417 | $5,138,058 | $5,105,260 | -$32,798 | -0.64% | |
| Stifel Financial Corp | 0.00% | 94,682 | $4,571,432 | $4,542,284 | -$29,148 | -0.64% | |
| Marshall & Sterling Wealth Advisors Inc. | 1.87% | 59,113 | $2,854,090 | $2,835,893 | -$18,197 | -0.64% | |
| Insight Wealth Partners, Llc | 1.15% | 58,908 | $2,844,232 | $2,826,058 | -$18,174 | -0.64% | |
| Ep Wealth Advisors, Llc | 0.01% | 58,388 | $2,819,107 | $2,801,112 | -$17,995 | -0.64% | |
| Newedge Advisors, Llc | 0.13% | 7,812 | $2,770,026 | $374,774 | -$2,395,252 | -86.47% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 48,496 | $2,341,504 | $2,326,552 | -$14,952 | -0.64% | |
| Citadel Advisors Llc | 0.00% | 43,202 | $2,085,892 | $2,072,577 | -$13,315 | -0.64% | |
| Wealthcare Advisory Partners Llc | 0.04% | 38,133 | $1,841,133 | $1,829,396 | -$11,737 | -0.64% | |
| Integrity Alliance, Llc. | 0.07% | 35,717 | $1,724,499 | $1,713,491 | -$11,008 | -0.64% | |
| 4Wealth Advisors, Inc. | 1.26% | 30,641 | $1,477,969 | $1,469,974 | -$7,995 | -0.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 30,573 | $1,476,154 | $1,466,712 | -$9,442 | -0.64% | |
| Kpp Advisory Services Llc | 0.20% | 28,869 | $1,393,862 | $1,384,964 | -$8,898 | -0.64% | |
| Goldman Sachs Group Inc | 0.00% | 27,016 | $1,304,395 | $1,296,068 | -$8,327 | -0.64% | |
| Private Advisor Group, Llc | 0.01% | 23,247 | $1,122,414 | $1,115,254 | -$7,160 | -0.64% | |
| Highpoint Advisor Group Llc | 0.05% | 22,358 | $1,079,495 | $1,072,605 | -$6,890 | -0.64% | |
| Wells Fargo & Company/Mn | 0.00% | 22,074 | $1,065,789 | $1,058,980 | -$6,809 | -0.64% | |
| Ifp Advisors, Inc | 0.02% | 21,808 | $1,052,940 | $1,046,219 | -$6,721 | -0.64% | |
| Tower Research Capital Llc (Trc) | 0.03% | 20,451 | $987,421 | $981,118 | -$6,303 | -0.64% | |
| Curran Financial Partners, Llc | 0.17% | 19,198 | $926,924 | $921,007 | -$5,917 | -0.64% | |
| Wealthbridge Capital Management, Llc | 0.18% | 16,562 | $799,651 | $794,547 | -$5,104 | -0.64% | |
| Empirical Asset Management, Llc | 0.19% | 15,105 | $729,304 | $724,649 | -$4,655 | -0.64% | |
| Lvw Advisors, Llc | 0.07% | 13,930 | $672,573 | $668,279 | -$4,294 | -0.64% | |
| Corecap Advisors, Llc | 0.02% | 13,279 | $641,141 | $637,048 | -$4,093 | -0.64% | |
| Tidal Investments Llc | 0.00% | 13,102 | $631,975 | $628,557 | -$3,418 | -0.54% | |
| Independent Financial Group, Llc | 0.01% | 11,350 | $554,164 | $544,506 | -$9,658 | -1.74% | |
| Stewardship Advisors, Llc | 0.12% | 11,089 | $535,402 | $531,985 | -$3,417 | -0.64% | |
| Ameritas Advisory Services, Llc | 0.02% | 9,014 | $435,217 | $432,439 | -$2,778 | -0.64% | |
| Kovack Advisors, Inc. | 0.02% | 7,905 | $381,677 | $379,235 | -$2,442 | -0.64% | |
| Cetera Investment Advisers | 0.00% | 7,557 | $364,865 | $362,540 | -$2,325 | -0.64% | |
| Weaver Consulting Group | 0.08% | 7,250 | $350,047 | $347,812 | -$2,235 | -0.64% | |
| Wbi Investments, Llc | 0.08% | 6,124 | $295,657 | $293,793 | -$1,864 | -0.63% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 5,750 | $277,623 | $275,851 | -$1,772 | -0.64% | |
| Equitable Holdings, Inc. | 0.00% | 5,540 | $269,050 | $265,777 | -$3,273 | -1.22% | |
| F/M Investments Llc | 0.02% | 5,545 | $267,728 | $266,016 | -$1,712 | -0.64% | |
| Fell Capital Management | 0.24% | 5,175 | $249,861 | $248,266 | -$1,595 | -0.64% | |
| Independent Advisor Alliance | 0.00% | 5,028 | $242,764 | $241,214 | -$1,550 | -0.64% | |
| Perspective Wealth Advisors Llc | 0.16% | 5,004 | $241,605 | $240,062 | -$1,543 | -0.64% | |
| Truist Financial Corp | 0.00% | 4,921 | $237,621 | $236,081 | -$1,540 | -0.65% | |
| Bcs Private Wealth Management, Inc. | 0.07% | 4,700 | $226,927 | $225,478 | -$1,449 | -0.64% | |
| Kestra Advisory Services, Llc | 0.00% | 4,500 | $217,270 | $215,883 | -$1,387 | -0.64% | |
| Kraft, Davis & Associates, Llc | 0.05% | 4,480 | $215,809 | $214,924 | -$885 | -0.41% |
Frequently asked questions about UTWO
Who owns the most UTWO stock?
The largest holders of UTWO 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 2YR NOTE ETF (UTWO).
Is UTWO widely held by superinvestors?
Many widely followed stocks like UTWO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UTWO 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.