US TREASURY 2YR NOTE ETF (UTWO) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $252.77M 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 $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 $74.77M, representing an estimated loss of -0.92% 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
70
Total Reported Value
$252.77M
Largest Holder
Morgan Stanley
Largest Position
$75.46M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
89
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 | $74,766,447 | -$692,293 | -0.92% | |
| Hapanowicz & Associates Financial Services, Inc | 11.04% | 740,232 | $35,501,554 | $35,175,825 | -$325,729 | -0.92% | |
| Lpl Financial Llc | 0.01% | 692,082 | $33,192,237 | $32,887,737 | -$304,500 | -0.92% | |
| Tidal Investments Llc | 0.03% | 285,251 | $13,680,638 | $13,555,128 | -$125,510 | -0.92% | |
| Raymond James Financial Inc | 0.00% | 264,427 | $12,681,902 | $12,565,571 | -$116,331 | -0.92% | |
| Envestnet Asset Management Inc | 0.00% | 215,713 | $10,345,598 | $10,250,682 | -$94,916 | -0.92% | |
| Mml Investors Services, Llc | 0.02% | 213,685 | $10,248,354 | $10,154,311 | -$94,043 | -0.92% | |
| Federation Des Caisses Desjardins Du Quebec | 0.02% | 124,771 | $5,984,017 | $5,929,118 | -$54,899 | -0.92% | |
| Luminist Capital Llc | 6.29% | 116,753 | $5,599,474 | $5,548,103 | -$51,371 | -0.92% | |
| Ubs Group Ag | 0.00% | 90,673 | $4,348,677 | $4,308,781 | -$39,896 | -0.92% | |
| Stifel Financial Corp | 0.00% | 86,607 | $4,153,767 | $4,115,565 | -$38,202 | -0.92% | |
| Insight Wealth Partners, Llc | 0.47% | 73,213 | $3,511,303 | $3,479,082 | -$32,221 | -0.92% | |
| Janney Montgomery Scott Llc | 0.01% | 63,579 | $3,049,000 | $3,021,274 | -$27,726 | -0.91% | |
| Marshall & Sterling Wealth Advisors Inc. | 1.70% | 59,825 | $2,869,215 | $2,842,884 | -$26,331 | -0.92% | |
| Newedge Advisors, Llc | 0.01% | 55,680 | $2,670,451 | $2,645,914 | -$24,537 | -0.92% | |
| Ep Wealth Advisors, Llc | 0.01% | 53,992 | $2,589,456 | $2,565,700 | -$23,756 | -0.92% | |
| Wealthcare Advisory Partners Llc | 0.04% | 44,237 | $2,121,586 | $2,102,142 | -$19,444 | -0.92% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 43,072 | $2,065,772 | $2,046,781 | -$18,991 | -0.92% | |
| Wells Fargo & Company/Mn | 0.00% | 42,591 | $2,042,664 | $2,023,924 | -$18,740 | -0.92% | |
| Integrity Alliance, Llc. | 0.06% | 37,227 | $1,785,407 | $1,769,027 | -$16,380 | -0.92% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,534 | $1,416,430 | $1,403,456 | -$12,974 | -0.92% | |
| Kpp Advisory Services Llc | 0.18% | 28,869 | $1,384,557 | $1,371,855 | -$12,702 | -0.92% | |
| 4Wealth Advisors, Inc. | 0.86% | 23,408 | $1,123,233 | $1,112,348 | -$10,885 | -0.97% | |
| Ifp Advisors, Inc | 0.02% | 21,814 | $1,046,199 | $1,036,601 | -$9,598 | -0.92% | |
| Weaver Consulting Group | 0.21% | 21,200 | $1,016,752 | $1,007,424 | -$9,328 | -0.92% | |
| Independent Financial Group, Llc | 0.02% | 20,031 | $960,687 | $951,873 | -$8,814 | -0.92% | |
| Curran Financial Partners, Llc | 0.13% | 18,461 | $885,390 | $877,267 | -$8,123 | -0.92% | |
| Highpoint Advisor Group Llc | 0.03% | 17,182 | $824,041 | $816,489 | -$7,552 | -0.92% | |
| Corecap Advisors, Llc | 0.02% | 16,908 | $810,908 | $803,468 | -$7,440 | -0.92% | |
| Wealthbridge Capital Management, Llc | 0.16% | 16,562 | $794,314 | $787,026 | -$7,288 | -0.92% | |
| 49 Wealth Management, Llc | 0.15% | 16,284 | $780,964 | $773,816 | -$7,148 | -0.92% | |
| Empirical Asset Management, Llc | 0.16% | 14,912 | $715,182 | $708,618 | -$6,564 | -0.92% | |
| Private Advisor Group, Llc | 0.00% | 14,583 | $699,401 | $692,984 | -$6,417 | -0.92% | |
| Stewardship Advisors, Llc | 0.13% | 13,174 | $631,825 | $626,028 | -$5,797 | -0.92% | |
| Lvw Advisors, Llc | 0.05% | 11,591 | $555,905 | $550,804 | -$5,101 | -0.92% | |
| Cetera Investment Advisers | 0.00% | 9,737 | $467,010 | $462,702 | -$4,308 | -0.92% | |
| Kovack Advisors, Inc. | 0.02% | 7,793 | $373,746 | $370,323 | -$3,423 | -0.92% | |
| Proactive Wealth Strategies Llc | 0.06% | 7,416 | $355,672 | $352,408 | -$3,264 | -0.92% | |
| Royal Fund Management, Llc | 0.03% | 6,268 | $300,658 | $297,855 | -$2,803 | -0.93% | |
| Cullen/Frost Bankers, Inc. | 0.00% | 5,750 | $275,770 | $273,240 | -$2,530 | -0.92% | |
| Equitable Holdings, Inc. | 0.00% | 5,568 | $267,037 | $264,591 | -$2,446 | -0.92% | |
| Crew Capital Management, Ltd | 0.14% | 5,433 | $260,567 | $258,176 | -$2,391 | -0.92% | |
| Fell Capital Management | 0.21% | 5,175 | $248,193 | $245,916 | -$2,277 | -0.92% | |
| F/M Investments Llc | 0.01% | 5,147 | $246,880 | $244,585 | -$2,295 | -0.93% | |
| Truist Financial Corp | 0.00% | 4,938 | $236,803 | $234,654 | -$2,149 | -0.91% | |
| Arax Advisory Partners | 0.00% | 4,895 | $234,764 | $232,610 | -$2,154 | -0.92% | |
| Bcs Private Wealth Management, Inc. | 0.07% | 4,700 | $225,412 | $223,344 | -$2,068 | -0.92% | |
| Kraft, Davis & Associates, Llc | 0.04% | 4,480 | $214,682 | $212,890 | -$1,792 | -0.83% | |
| Wbi Investments, Llc | 0.05% | 4,266 | $204,621 | $202,720 | -$1,901 | -0.93% | |
| Maridea Wealth Management Llc | 0.02% | 4,187 | $200,809 | $198,966 | -$1,843 | -0.92% |
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.