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Who owns UTREWhat UTRE owns — n/a

Who owns US Treasury 3 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 UTRE from SEC Form 13F filings across 8 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, 8 institutions disclosed 85,454 shares of US Treasury 3 Year Note ETF worth $4.2M — about 46% of shares outstanding; the largest disclosed holder is Crew Capital Management, Ltd. Source: SEC Form 13F filings, parsed by EvidInvest.

8

13F holders

$4.2M

value, 2026 filers

46%

of shares outstanding (85,454 sh)

0

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 UTRE's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Crew Capital Management, Ltd28,377$1.4M0.8%15.3%+27.2%
2CITADEL ADVISORS LLC25,094$1.2M0.0%13.5%+47.3%
3Curran Financial Partners, LLC18,008$883,1270.1%9.7%-3.6%
4F/m Investments LLC6,414$314,5370.0%3.5%+1.0%
5SUSQUEHANNA INTERNATIONAL GROUP, LLP5,686$278,8460.0%3.1%-34.6%
6CENTRAL TRUST Co1,700$83,3700.0%0.9%0.0%
7UBS Group AG174$8,5330.0%0.1%0.0%
8MORGAN STANLEY1$490.0%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 · 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.