Who Owns UTEN?
US Treasury 10 Year Note ETF — Institutional Ownership & 13F Holdings
$43.70
-0.04 (-0.09%)
Market Cap
$287.6M
Shares Outstanding
6,629,507
Institutional Holders
42
Total Inst. Value
$132.1M
% of Float Held
—
QoQ Holder Change
+23
Institutional data as of Q1 2025
New Positions
16
Closed Positions
4
Increased
11
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Equitable Holdings, Inc. | $33.4M | 761,640 |
| 2 | ALTFEST L J & CO INC | $28.3M | 645,388 |
| 3 | WEALTHCARE CAPITAL MANAGEMENT LLC | $21.3M | 484,900 |
| 4 | MORGAN STANLEY | $11.3M | 257,745 |
| 5 | Foguth Wealth Management, LLC.New | $8.9M | 202,561 |
| 6 | Signal Advisors Wealth, LLC | $8.5M | 193,828 |
| 7 | Empirical Asset Management, LLCNew | $4.1M | 93,763 |
| 8 | NewEdge Advisors, LLC | $3.7M | 84,466 |
| 9 | Kraft, Davis & Associates, LLC | $2.6M | 60,962 |
| 10 | KESTRA PRIVATE WEALTH SERVICES, LLCNew | $1.2M | 26,418 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Equitable Holdings, Inc. | +20K | $33.4M |
| ALTFEST L J & CO INC | +189K | $28.3M |
| MORGAN STANLEY | +94K | $11.3M |
| Foguth Wealth Management, LLC.New | +203K | $8.9M |
| Signal Advisors Wealth, LLC | +75K | $8.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AE Wealth Management LLC | -61K | $7K |
| CITADEL ADVISORS LLC | -21K | $446K |
| COMMONWEALTH EQUITY SERVICES, LLC | -15K | $5K |
| TRUIST FINANCIAL CORP | -14K | $311K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | -11K | $835K |
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Frequently Asked Questions
How many institutional investors hold UTEN?
As of Q1 2025, 42 institutional investors report holding UTEN (US Treasury 10 Year Note ETF) in their 13F filings.
Which hedge fund owns the most UTEN?
The largest institutional holder of UTEN is Equitable Holdings, Inc. with $33.4M in shares.
Are institutions buying or selling UTEN?
This quarter, 16 institutions opened new positions in UTEN and 4 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.