UTEN institutional holders

US Treasury 10 Year Note ETF · 56 reporting institutions · $198.7M reported value

Funds that can replace UTEN · UTEN return decomposition

Institutional holdings

Institutions reporting UTEN, largest first
InstitutionReported positionAdvisors at firmReport period
Equitable Holdings, Inc.$37.8M02026-06-30
Altfest L J & Co Inc$35.9M192026-06-30
Woodard & Co Asset Management Group Inc /adv$25.8M52026-06-30
Morgan Stanley$20.2M23,1852026-06-30
Wealthcare Capital Management LLC$16.2M322026-06-30
Raymond James Financial Inc$13.1M02026-06-30
Lpl Financial LLC$8.3M23,4582026-06-30
Goldman Sachs Group Inc$6.4M02026-06-30
Commonwealth Equity Services, LLC$4.7M2,8632026-06-30
Apollon Wealth Management, LLC$2.7M1512026-06-30
Jpmorgan Chase & Co$2.5M02026-06-30
UBS Group AG$2.1M02026-06-30
Stifel Financial Corp$1.9M02026-06-30
Crew Capital Management, Ltd$1.8M62026-06-30
Envestnet Pmc$1.8M602026-06-30
MML Investors Services, LLC$1.7M5,1202026-06-30
Newedge Advisors$1.6M6012026-06-30
Midwestone Financial Group, Inc.$1.1M02025-12-31
Wealthcare Advisory Partners LLC$1.1M1702026-06-30
Foguth Wealth Management, Llc.$1.1M512026-06-30
Tower Research Capital LLC (trc)$896.9K02026-06-30
Nicolet Bankshares Inc$866.9K02026-06-30
Truist Financial Corp$862.3K02026-06-30
Sanctuary Advisors, LLC$802.3K4012026-06-30
Stewardship Advisors, LLC$740.2K92026-06-30
Empirical Asset Management, LLC$682.2K122026-06-30
Stapp Wealth Management, PLLC$640.4K32026-06-30
J.W. Cole Advisors, Inc.$623.8K4992026-06-30
Global View Capital Management LLC$618.3K1012026-06-30
Citadel Advisors LLC$603.8K02026-06-30
F/m Investments LLC$517.5K172026-06-30
Daymark Wealth Partners, LLC$454.6K372026-06-30
Kovack Advisors, Inc.$369.4K2582026-06-30
Savvy Advisors, Inc.$282.6K2142026-06-30
Lvw Advisors, LLC$274.1K82026-06-30
Valtinson Bruner Financial Planning LLC$229.2K72026-06-30
Highpoint Advisor Group LLC$227.3K1142026-06-30
Mercer Global Advisors Inc /adv$223.6K02026-06-30
Laird Norton Wetherby Trust Company, LLC$214K02026-06-30
Royal Fund Management, LLC$201.6K832026-06-30
Eversource Wealth Advisors, LLC$145.9K772026-06-30
Jones Financial Companies LLLP$100.2K02026-06-30
Integrated Wealth Concepts LLC$42.6K4802026-06-30
Bank of New Hampshire$38.9K02026-06-30
Steward Partners Investment Advisory, LLC$29.4K4812026-06-30
Osaic Holdings, Inc.$25.9K02026-06-30
Spire Wealth Management$23.6K32026-06-30
Soa Wealth Advisors, Llc.$9.3K102026-06-30
Ae Wealth Management LLC$4.6K4712026-06-30
Aptus Capital Advisors, LLC$3.8K212026-06-30
Flow Traders U.S. LLC$1.8K02026-06-30
Cwm, LLC$1.4K6672026-03-31
Cambridge Investment Research Advisors, Inc.$2563,9402026-03-31
Strategic Investment Solutions, Inc. /il$216102026-06-30
Dhjj Financial Advisors, Ltd.$9372026-06-30
Cx Institutional$65802026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30