Who owns UFIVWhat UFIV owns — n/a

Who owns US Treasury 5 Year Note ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of UFIV from SEC Form 13F filings across 18 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 18 institutions disclosed 319,918 shares of US Treasury 5 Year Note ETF worth $15.4M — about 35.1% of shares outstanding; the largest disclosed holder is Janney Montgomery Scott LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$15.4M

value, 2026 filers

35.1%

of shares outstanding (319,918 sh)

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of UFIV's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	Janney Montgomery Scott LLC	76,960	$3.7M	0.0%	8.4%	-1.7%
2	CENTRAL TRUST Co	46,847	$2.3M	0.0%	5.1%	+5.0%
3	RAYMOND JAMES FINANCIAL INC	43,339	$2.1M	0.0%	4.8%	-2.4%
4	Foguth Wealth Management, LLC.NEW	40,075	$1.9M	0.2%	4.4%	new
5	Crew Capital Management, Ltd	29,269	$1.4M	0.8%	3.2%	+26.1%
6	F/m Investments LLC	25,261	$1.2M	0.1%	2.8%	-65.1%
7	Tower Research Capital LLC (TRC)	12,871	$621,039	0.0%	1.4%	+291.3%
8	JANE STREET GROUP, LLC	10,217	$492,980	0.0%	1.1%	+46.5%
9	Emerald Investment Advisers, LLCNEW	8,635	$416,647	0.0%	0.9%	new
10	Spectrum Financial Alliance Ltd LLC	7,908	$381,569	0.1%	0.9%	0.0%
11	SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW	5,325	$256,937	0.0%	0.6%	new
12	THOROUGHBRED FINANCIAL SERVICES, LLC	5,241	$252,000	0.0%	0.6%	-10.1%
13	Valtinson Bruner Financial Planning LLC	4,607	$222,281	0.1%	0.5%	+0.9%
14	OSAIC HOLDINGS, INC.	2,278	$109,916	0.0%	0.2%	-2.1%
15	Steward Partners Investment Advisory, LLCNEW	724	$34,933	0.0%	0.1%	new
16	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW	355	$17,129	0.0%	0%	new
17	DHJJ Financial Advisors, Ltd.	5	$242	0.0%	0%	0.0%
18	MORGAN STANLEY	1	$48	0.0%	0%	0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.