UTWO Institutional Ownership & Shareholders
US TREASURY 2YR NOTE ETF (UTWO) is currently held by 73 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $255.65M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of UTWO tracked by InsiderSet, reporting ownership valued at approximately $75.46M 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 $74.89M, representing an estimated loss of -0.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed UTWO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Hapanowicz & Associates Financial Services, Inc, Lpl Financial Llc, 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
73
Total Reported Value
$255.65M
Largest Holder
Morgan Stanley
Largest Position
$75.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
93
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% | 1,573,368 | $75,458,740 | $74,886,495 | -$572,245 | -0.76% | |
| Hapanowicz & Associates Financial Services, Inc | 11.44% | 785,134 | $37,168,252 | $37,369,473 | +$201,221 | +0.54% | |
| Lpl Financial Llc | 0.01% | 692,082 | $33,192,237 | $32,940,542 | -$251,695 | -0.76% | |
| Tidal Investments Llc | 0.03% | 285,251 | $13,680,638 | $13,576,892 | -$103,746 | -0.76% | |
| Raymond James Financial Inc | 0.00% | 264,427 | $12,681,902 | $12,585,747 | -$96,155 | -0.76% | |
| Envestnet Asset Management Inc | 0.00% | 215,713 | $10,345,598 | $10,267,141 | -$78,457 | -0.76% | |
| Mml Investors Services, Llc | 0.02% | 213,685 | $10,248,354 | $10,170,615 | -$77,739 | -0.76% | |
| Federation Des Caisses Desjardins Du Quebec | 0.02% | 124,771 | $5,984,017 | $5,938,638 | -$45,379 | -0.76% | |
| Luminist Capital Llc | 6.29% | 116,753 | $5,599,474 | $5,557,011 | -$42,463 | -0.76% | |
| Ubs Group Ag | 0.00% | 90,673 | $4,348,677 | $4,315,699 | -$32,978 | -0.76% | |
| Stifel Financial Corp | 0.00% | 86,607 | $4,153,767 | $4,122,173 | -$31,594 | -0.76% | |
| Insight Wealth Partners, Llc | 1.37% | 73,402 | $3,474,835 | $3,493,664 | +$18,829 | +0.54% | |
| Janney Montgomery Scott Llc | 0.01% | 63,579 | $3,049,000 | $3,026,125 | -$22,875 | -0.75% | |
| Marshall & Sterling Wealth Advisors Inc. | 1.74% | 64,250 | $3,041,578 | $3,058,062 | +$16,484 | +0.54% | |
| Newedge Advisors, Llc | 0.01% | 55,680 | $2,670,451 | $2,650,162 | -$20,289 | -0.76% | |
| Weaver Consulting Group | 0.51% | 55,000 | $2,603,700 | $2,617,797 | +$14,097 | +0.54% | |
| Ep Wealth Advisors, Llc | 0.01% | 53,992 | $2,589,456 | $2,569,819 | -$19,637 | -0.76% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 43,072 | $2,065,772 | $2,050,068 | -$15,704 | -0.76% | |
| Wells Fargo & Company/Mn | 0.00% | 42,591 | $2,042,664 | $2,027,174 | -$15,490 | -0.76% | |
| Wealthcare Advisory Partners Llc | 0.03% | 40,634 | $1,923,628 | $1,934,028 | +$10,400 | +0.54% | |
| Highroad Wealth Advisors, Llc | 1.25% | 31,529 | $1,492,562 | $1,500,664 | +$8,102 | +0.54% | |
| Kpp Advisory Services Llc | 0.23% | 28,319 | $1,340,621 | $1,347,880 | +$7,259 | +0.54% | |
| Commonwealth Equity Services, Llc | 0.00% | 25,557 | $1,209,870 | $1,216,419 | +$6,549 | +0.54% | |
| 4Wealth Advisors, Inc. | 0.69% | 21,000 | $993,720 | $999,522 | +$5,802 | +0.58% | |
| Curran Financial Partners, Llc | 0.13% | 18,461 | $885,390 | $878,675 | -$6,715 | -0.76% | |
| Stewardship Advisors, Llc | 0.17% | 17,655 | $835,788 | $840,313 | +$4,525 | +0.54% | |
| Highpoint Advisor Group Llc | 0.03% | 17,182 | $824,041 | $817,800 | -$6,241 | -0.76% | |
| Lvw Advisors, Llc | 0.07% | 16,711 | $791,099 | $795,382 | +$4,283 | +0.54% | |
| Wealthbridge Capital Management, Llc | 0.15% | 16,562 | $784,045 | $788,290 | +$4,245 | +0.54% | |
| 49 Wealth Management, Llc | 0.15% | 16,284 | $780,964 | $775,058 | -$5,906 | -0.76% | |
| Independent Financial Group, Llc | 0.01% | 16,081 | $761,275 | $765,396 | +$4,121 | +0.54% | |
| Corecap Advisors, Llc | 0.02% | 15,766 | $746,362 | $750,403 | +$4,041 | +0.54% | |
| Empirical Asset Management, Llc | 0.16% | 14,912 | $715,182 | $709,756 | -$5,426 | -0.76% | |
| Private Advisor Group, Llc | 0.00% | 14,583 | $699,401 | $694,097 | -$5,304 | -0.76% | |
| Cetera Investment Advisers | 0.00% | 9,737 | $467,010 | $463,445 | -$3,565 | -0.76% | |
| Pvg Asset Management Corp | 0.29% | 9,059 | $428,853 | $431,175 | +$2,322 | +0.54% | |
| Ifp Advisors, Inc | 0.01% | 8,232 | $389,703 | $391,813 | +$2,110 | +0.54% | |
| Kovack Advisors, Inc. | 0.02% | 7,793 | $373,746 | $370,918 | -$2,828 | -0.76% | |
| Proactive Wealth Strategies Llc | 0.06% | 7,416 | $355,672 | $352,974 | -$2,698 | -0.76% | |
| Kestra Advisory Services, Llc | 0.00% | 6,640 | $314,338 | $316,039 | +$1,701 | +0.54% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 5,750 | $272,205 | $273,679 | +$1,474 | +0.54% | |
| Crew Capital Management, Ltd | 0.14% | 5,684 | $269,081 | $270,537 | +$1,456 | +0.54% | |
| Equitable Holdings, Inc. | 0.00% | 5,568 | $267,037 | $265,016 | -$2,021 | -0.76% | |
| Crescent Grove Advisors, Llc | 0.02% | 5,235 | $247,825 | $249,167 | +$1,342 | +0.54% | |
| F/M Investments Llc | 0.01% | 5,147 | $246,880 | $244,978 | -$1,902 | -0.77% | |
| Fell Capital Management | 0.21% | 5,175 | $244,985 | $246,311 | +$1,326 | +0.54% | |
| Arax Advisory Partners | 0.00% | 4,895 | $234,764 | $232,984 | -$1,780 | -0.76% | |
| Truist Financial Corp | 0.00% | 4,943 | $234,017 | $235,269 | +$1,252 | +0.53% | |
| Bcs Private Wealth Management, Inc. | 0.07% | 4,700 | $225,412 | $223,703 | -$1,709 | -0.76% | |
| Kraft, Davis & Associates, Llc | 0.04% | 4,480 | $213,024 | $213,231 | +$207 | +0.10% |
Frequently asked questions about UTWO
Who are the largest institutional holders of UTWO?
The largest institutional holders of UTWO reported in the latest SEC Form 13F filings include Morgan Stanley, Hapanowicz & Associates Financial Services, Inc, Lpl Financial Llc, Tidal Investments Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported UTWO position.
What is UTWO institutional ownership?
This page tracks UTWO positions reported by institutional investment managers through SEC Form 13F. US TREASURY 2YR NOTE ETF (UTWO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UTWO?
InsiderSet currently tracks 73 institutional managers reporting UTWO 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 UTWO shareholders.
How much UTWO stock do institutions own?
Institutional investment managers disclosed approximately $255.65M in UTWO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UTWO institutional ownership last updated?
The latest UTWO 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 UTWO 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 UTWO position after the reporting date.
Are institutions buying or selling UTWO?
Institutional buying and selling can be analyzed by comparing UTWO positions across consecutive 13F reporting periods. InsiderSet's UTWO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UTWO ownership changes.
How has UTWO institutional ownership changed over time?
InsiderSet tracks UTWO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.