Evid Invest
Who owns UTENWhat UTEN owns — n/a

Who owns US Treasury 10 Year Note ETF?

Institutional ownership of UTEN from SEC Form 13F filings across 42 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.

42

13F holders

$103.4M

value, 2026 filers

35.9%

of shares outstanding (2.4M sh)

12

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

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV598,332$25.8M3.7%8.9%+0.6%
2MORGAN STANLEY468,060$20.2M0.0%7%-13.0%
3RAYMOND JAMES FINANCIAL INC302,909$13.1M0.0%4.5%+26.8%
4LPL Financial LLC192,642$8.3M0.0%2.9%-12.4%
5GOLDMAN SACHS GROUP INC149,164$6.4M0.0%2.2%+6.8%
6COMMONWEALTH EQUITY SERVICES, LLC109,688$4.7M0.0%1.6%+2.2%
7Apollon Wealth Management, LLC62,260$2.7M0.0%0.9%0.0%
8JPMORGAN CHASE & CO57,942$2.5M0.0%0.9%+60.9%
9UBS Group AG48,672$2.1M0.0%0.7%-2.9%
10STIFEL FINANCIAL CORP44,366$1.9M0.0%0.7%-12.0%
11ENVESTNET ASSET MANAGEMENT INC41,281$1.8M0.0%0.6%+0.9%
12MML INVESTORS SERVICES, LLC38,614$1.7M0.0%0.6%+12.7%
13NewEdge Advisors, LLCNEW36,720$1.6M0.0%0.5%new
14Wealthcare Advisory Partners LLC25,346$1.1M0.0%0.4%-60.3%
15Foguth Wealth Management, LLC.NEW24,840$1.1M0.1%0.4%new
16Tower Research Capital LLC (TRC)NEW20,761$896,8570.0%0.3%new
17NICOLET BANKSHARES INC20,068$866,9200.0%0.3%-4.4%
18TRUIST FINANCIAL CORP19,960$862,2710.0%0.3%-33.5%
19Sanctuary Advisors, LLC18,573$802,3370.0%0.3%0.0%
20Empirical Asset Management, LLC15,792$682,1890.2%0.2%-2.1%
21STAPP WEALTH MANAGEMENT, PLLC14,825$640,4270.8%0.2%0.0%
22J.W. COLE ADVISORS, INC.14,441$623,8440.0%0.2%+1.0%
23CITADEL ADVISORS LLC13,978$603,8370.0%0.2%-80.3%
24Cambridge Investment Research Advisors, Inc.11,600$5020.0%0.2%+97.7%
25DAYMARK WEALTH PARTNERS, LLCNEW10,524$454,6270.0%0.2%new

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.