Who owns US Treasury 10 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 UTEN from SEC Form 13F filings across 53 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, 53 institutions disclosed 4.6M shares of US Treasury 10 Year Note ETF worth $199.7M — about 69.1% of shares outstanding; the largest disclosed holder is Equitable Holdings, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
53
13F holders
$199.7M
value, 2026 filers
69.1%
of shares outstanding (4.6M sh)
13
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 UTEN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Equitable Holdings, Inc. | 875,442 | $37.8M | 0.2% | 13.1% | +3.6% |
| 2 | ALTFEST L J & CO INC | 831,674 | $35.9M | 3.5% | 12.4% | +1.3% |
| 3 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 598,332 | $25.8M | 3.7% | 8.9% | +0.6% |
| 4 | MORGAN STANLEY | 468,060 | $20.2M | 0.0% | 7% | -13.0% |
| 5 | WEALTHCARE CAPITAL MANAGEMENT LLC | 375,016 | $16.2M | 1.5% | 5.6% | -5.8% |
| 6 | RAYMOND JAMES FINANCIAL INC | 302,909 | $13.1M | 0.0% | 4.5% | +26.8% |
| 7 | LPL Financial LLC | 192,642 | $8.3M | 0.0% | 2.9% | -12.4% |
| 8 | GOLDMAN SACHS GROUP INC | 149,164 | $6.4M | 0.0% | 2.2% | +6.8% |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 109,688 | $4.7M | 0.0% | 1.6% | +2.2% |
| 10 | Apollon Wealth Management, LLC | 62,260 | $2.7M | 0.0% | 0.9% | 0.0% |
| 11 | JPMORGAN CHASE & CO | 57,942 | $2.5M | 0.0% | 0.9% | +60.9% |
| 12 | UBS Group AG | 48,672 | $2.1M | 0.0% | 0.7% | -2.9% |
| 13 | STIFEL FINANCIAL CORP | 44,366 | $1.9M | 0.0% | 0.7% | -12.0% |
| 14 | Crew Capital Management, Ltd | 41,831 | $1.8M | 1.0% | 0.6% | +27.5% |
| 15 | FLOW TRADERS U.S. LLCNEW | 41,810 | $1.8M | 0.1% | 0.6% | new |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 41,281 | $1.8M | 0.0% | 0.6% | +0.9% |
| 17 | MML INVESTORS SERVICES, LLC | 38,614 | $1.7M | 0.0% | 0.6% | +12.7% |
| 18 | NewEdge Advisors, LLCNEW | 36,720 | $1.6M | 0.0% | 0.5% | new |
| 19 | Wealthcare Advisory Partners LLC | 25,346 | $1.1M | 0.0% | 0.4% | -60.3% |
| 20 | Foguth Wealth Management, LLC.NEW | 24,840 | $1.1M | 0.1% | 0.4% | new |
| 21 | Tower Research Capital LLC (TRC)NEW | 20,761 | $896,857 | 0.0% | 0.3% | new |
| 22 | NICOLET BANKSHARES INC | 20,068 | $866,920 | 0.0% | 0.3% | -4.4% |
| 23 | TRUIST FINANCIAL CORP | 19,960 | $862,271 | 0.0% | 0.3% | -33.5% |
| 24 | Sanctuary Advisors, LLC | 18,573 | $802,337 | 0.0% | 0.3% | 0.0% |
| 25 | Stewardship Advisors, LLC | 17,135 | $740,217 | 0.2% | 0.3% | +12.0% |
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 · options positioning · supply chain. Research, not investment advice.