Who owns US Treasury 2 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 UTWO from SEC Form 13F filings across 77 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, 77 institutions disclosed 5.7M shares of US Treasury 2 Year Note ETF worth $275.2M — about 58.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
77
13F holders
$275.2M
value, 2026 filers
58.2%
of shares outstanding (5.7M sh)
15
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 UTWO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.6M | $75.5M | 0.0% | 15.9% | +21.7% |
| 2 | Hapanowicz & Associates Financial Services, IncNEW | 740,232 | $35.5M | 11.0% | 7.5% | new |
| 3 | LPL Financial LLC | 692,082 | $33.2M | 0.0% | 7% | -3.2% |
| 4 | Odyssey Group, LLCNEW | 438,675 | $21.0M | 5.7% | 4.4% | new |
| 5 | Tidal Investments LLC | 285,251 | $13.7M | 0.0% | 2.9% | +2077.2% |
| 6 | RAYMOND JAMES FINANCIAL INC | 264,427 | $12.7M | 0.0% | 2.7% | +21.4% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 215,713 | $10.3M | 0.0% | 2.2% | +12.4% |
| 8 | MML INVESTORS SERVICES, LLC | 213,685 | $10.2M | 0.0% | 2.2% | +22.7% |
| 9 | Federation des caisses Desjardins du Quebec | 124,771 | $6.0M | 0.0% | 1.3% | -5.0% |
| 10 | Luminist Capital LLC | 116,753 | $5.6M | 6.3% | 1.2% | +9.7% |
| 11 | UBS Group AG | 90,673 | $4.3M | 0.0% | 0.9% | -39.2% |
| 12 | STIFEL FINANCIAL CORP | 86,607 | $4.2M | 0.0% | 0.9% | -8.5% |
| 13 | Insight Wealth Partners, LLC | 73,213 | $3.5M | 0.5% | 0.7% | +24.3% |
| 14 | Janney Montgomery Scott LLC | 63,579 | $3.0M | 0.0% | 0.6% | -1.8% |
| 15 | Marshall & Sterling Wealth Advisors Inc. | 59,825 | $2.9M | 1.7% | 0.6% | +1.2% |
| 16 | NewEdge Advisors, LLC | 55,680 | $2.7M | 0.0% | 0.6% | +612.7% |
| 17 | EP Wealth Advisors, LLC | 53,992 | $2.6M | 0.0% | 0.5% | -7.5% |
| 18 | Wealthcare Advisory Partners LLC | 44,237 | $2.1M | 0.0% | 0.4% | +16.0% |
| 19 | Stratos Wealth Partners, LTD. | 43,072 | $2.1M | 0.0% | 0.4% | -11.2% |
| 20 | WELLS FARGO & COMPANY/MN | 42,591 | $2.0M | 0.0% | 0.4% | +92.9% |
| 21 | INTEGRITY ALLIANCE, LLC. | 37,227 | $1.8M | 0.1% | 0.4% | +4.2% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 29,534 | $1.4M | 0.0% | 0.3% | -3.4% |
| 23 | KPP Advisory Services LLC | 28,869 | $1.4M | 0.2% | 0.3% | 0.0% |
| 24 | 4WEALTH ADVISORS, INC. | 23,408 | $1.1M | 0.9% | 0.2% | -23.6% |
| 25 | IFP Advisors, Inc | 21,814 | $1.0M | 0.0% | 0.2% | 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.