Who Owns US Treasury 2 Year Note ETF (UTWO)?Hedge Fund & Institutional Holders

$48.37+0.03 (+0.05%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.95500077140006e+245T

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$47.97$48.19$48.41$48.63$48.85Aug 24Jun 25Mar 26

UTWO — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
UBS Group AGIncreased+78K+$3.8B
F/m Investments LLCIncreased+49K+$2.4B
Kraft, Davis & Associates, LLCNew Position+47K+$2.3B
KPP Advisory Services LLCNew Position+29K+$1.4B
Curran Financial Partners, LLCNew Position+24K+$1.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+27K+$1.0B
Stewardship Advisors, LLCNew Position+11K+$538.0M
CoreCap Advisors, LLCNew Position+10K+$505.0M
49 WEALTH MANAGEMENT, LLCIncreased+6K+$308.1M
PLANWISER FINANCIAL, LLCNew Position+5K+$248.0M
O'ROURKE & COMPANY, IncNew Position+4K+$216.0M
Savvy Advisors, Inc.New Position+4K+$211.0M
Crews Bank & TrustNew Position+4K+$210.0M
CENTRAL TRUST CoNew Position+3K+$165.0M
INTEGRITY ALLIANCE, LLC.Increased+2K+$77.2M

UTWO — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-17K-$34.8B
NewEdge Advisors, LLCDecreased-2K-$3.2B
JANE STREET GROUP, LLCClosed Position-29K-$1.4B
Tower Research Capital LLC (TRC)Decreased-18K-$1.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-22K-$1.1B
IFP Advisors, IncDecreased-169-$1.0B
CITADEL ADVISORS LLCDecreased-10K-$987.4M
GOLDMAN SACHS GROUP INCDecreased-5K-$971.3M
Central Pacific Bank - Trust DivisionDecreased-15K-$705.2M
Empirical Asset Management, LLCDecreased-14K-$656.7M
BANK OF MONTREAL /CAN/Decreased-9K-$512.4M
Cetera Investment AdvisersDecreased-282-$389.0M
Private Advisor Group, LLCDecreased-2K-$316.9M
Equitable Holdings, Inc.Decreased-104-$253.9M
Weaver Consulting GroupDecreased-4K-$192.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UBS Group AG184,400$9.0B0.00%Share
249 WEALTH MANAGEMENT, LLC158,851$7.7B0.63%Share
3RAYMOND JAMES FINANCIAL INC123,794$6.0B0.00%Share
4STIFEL FINANCIAL CORP100,980$4.0B0.00%Share
5F/m Investments LLC54,935$2.7B0.10%Share
6Kraft, Davis & Associates, LLC47,021$2.3B0.51%Share
7Marshall & Sterling Wealth Advisors Inc.44,295$2.2B1.42%Share
8Wealthcare Advisory Partners LLC36,654$1.8B0.03%Share
9INTEGRITY ALLIANCE, LLC.30,280$1.5B0.05%Share
10KPP Advisory Services LLC28,869$1.4B0.20%Share
11Curran Financial Partners, LLC23,778$1.2B0.22%Share
12COMMONWEALTH EQUITY SERVICES, LLC26,814$1.0B0.00%Share
13Private Advisor Group, LLC25,403$1.0B0.00%Share
14WealthBridge Capital Management, LLC17,234$836.0M0.19%Share
15Empirical Asset Management, LLC15,143$735.0M0.21%Share
16Stewardship Advisors, LLC11,089$538.0M0.12%Share
17Stratos Wealth Partners, LTD.10,624$515.0M0.01%Share
18CoreCap Advisors, LLC10,408$505.0M0.02%Share
19Weaver Consulting Group10,250$497.0M0.12%Share
20PLANWISER FINANCIAL, LLC5,121$248.0M0.18%Share
21O'ROURKE & COMPANY, Inc4,454$216.0M0.08%Share
22Savvy Advisors, Inc.4,359$211.0M0.01%Share
23Crews Bank & Trust4,340$210.0M0.03%Share
24Brentview Investment Management LLC4,000$194.0M0.09%Share
25CENTRAL TRUST Co3,400$165.0M0.00%Share
26MORGAN STANLEY1,037,558$50.0M0.00%Share
27COMERICA BANK875$42.0M0.00%Share
28LPL Financial LLC700,856$34.0M0.01%Share
29COMERICA BANK559$27.0M0.00%Share
30West Branch Capital LLC563$27.0M0.01%Share
31Kovack Advisors, Inc.11,451$27.0M0.00%Share
32Central Pacific Bank - Trust Division518$25.0M0.00%Share
33MML INVESTORS SERVICES, LLC185,790$9.0M0.02%Share
34ENVESTNET ASSET MANAGEMENT INC182,805$8.0M0.00%Share
35Luminist Capital LLC97,312$4.7M5.82%Share
36Front Row Advisors LLC100$4.0M0.00%Share
37Sanctuary Advisors, LLC78,553$3.8M0.02%Share
38Sanctuary Advisors, LLC78,553$3.8M0.03%Share
39NewEdge Advisors, LLC63,753$3.0M0.01%Share
40Janney Montgomery Scott LLC71,358$3.0M0.01%Share
41EP Wealth Advisors, LLC57,686$2.0M0.01%Share
42Tidal Investments LLC27,594$1.0M0.00%Share
43LVW Advisors, LLC15,847$769K0.08%Share
44Ameritas Advisory Services, LLC8,236$399K0.01%Share
45PERSPECTIVE WEALTH ADVISORS LLC5,121$248K0.18%Share
46BCS Private Wealth Management, Inc.4,700$228K0.08%Share
47TUCKER ASSET MANAGEMENT LLC669$32K0.01%Share
48Allworth Financial LP183$8K0.00%Share
49Tower Research Capital LLC (TRC)10,263$00.00%Share
50MORGAN STANLEY46$00.00%Share

UTWO Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202565$46.7B+27
Q3 202538$93.2B-15
Q2 202553$100.4B-11
Q1 202564$158.6B+8
Q4 202456$332.5B+6
Q3 202450$35.6T+9
Q2 202441$6.9T-1
Q1 202442$6.8T—

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As of Q4 2025, 50 institutional investors hold UTWO (US Treasury 2 Year Note ETF). The largest holder is UBS Group AG with $9.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own UTWO?

As of Q4 2025, 50 institutional investors report holding UTWO (US Treasury 2 Year Note ETF) in their 13F filings.

Who is the largest institutional holder of UTWO?

The largest institutional holder of UTWO is UBS Group AG with $9.0B in shares.

Is institutional ownership of UTWO increasing or decreasing?

This quarter, 11 institutions opened new positions in UTWO and 2 closed their positions.