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F/M US Treasury 2 Year Note (UTWO)

CUSIP: 74933W486 | NYSE | 166 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Hapanowicz & Associates Financial Services, Inc785,134
11.4% of portfolio›$37.2M
LPL Financial LLC776,116
0.0% of portfolio›$36.7M
Insight Wealth Partners, LLC73,402
0.5% of portfolio›$3.5M
Marshall & Sterling Wealth Advisors Inc.64,250
1.7% of portfolio›$3.0M
Weaver Consulting Group55,000
0.5% of portfolio›$2.6M
Wealthcare Advisory Partners LLC40,634
0.0% of portfolio›$1.9M
HighRoad Wealth Advisors, LLC31,529
1.2% of portfolio›$1.5M
KPP Advisory Services LLC28,319
0.2% of portfolio›$1.3M
Commonwealth Equity Services, LLC25,557
0.0% of portfolio›$1.2M
4Wealth Advisors, Inc.21,000
0.7% of portfolio›$993.7K
Stewardship Advisors, LLC17,655
0.2% of portfolio›$835.8K
Curran Financial Partners, LLC17,373
0.1% of portfolio›$822.4K
LVW Advisors, LLC16,711
0.1% of portfolio›$791.1K
WealthBridge Capital Management, LLC16,562
0.2% of portfolio›$784.0K
Independent Financial Group, LLC16,081
0.0% of portfolio›$761.3K
CoreCap Advisors, LLC15,766
0.0% of portfolio›$746.4K
PVG Asset Management Corp9,059
0.3% of portfolio›$428.9K
IFP Advisors, Inc8,232
0.0% of portfolio›$389.7K
Cambridge Investment Research Advisors, Inc.7,242
0.0% of portfolio›$343
Kestra Advisory Services, LLC6,640
0.0% of portfolio›$314.3K
Cullen T Bankers, Inc.5,750
0.0% of portfolio›$272.2K
Crew Capital Management, Ltd5,684
0.1% of portfolio›$269.1K
Crescent Grove Advisors, LLC5,235
0.0% of portfolio›$247.8K
Fell Capital Management5,175
0.2% of portfolio›$245.0K
WBI Investments, LLC5,028
0.1% of portfolio›$238.0K
Truist Financial Corp4,943
0.0% of portfolio›$234.0K
Kraft, Davis & Associates, LLC4,480
0.0% of portfolio›$213.0K
Royal Fund Management, LLC4,440
0.0% of portfolio›$210.2K
Central Trust Co3,400
0.0% of portfolio›$161.0K
Fifth Third Bancorp1,434
0.0% of portfolio›$67.9K
Alpine Bank Wealth Management836
0.0% of portfolio›$39.6K
West Branch Capital LLC579
0.0% of portfolio›$27.4K
Private Trust Co NA500
0.0% of portfolio›$23.7K
Allworth Financial LP183
0.0% of portfolio›$8.8K
Lanark Financial, Inc.71
0.0% of portfolio›$3.4K
Dhjj Financial Advisors, Ltd.2
0.0% of portfolio›$101
StyleTurnoverLocationFiled
Hapanowicz & Associates Financial Services, Inc
785,134$37.2M11.4%ETFVery LowPittsburgh, PA2026-10-29
LPL Financial LLC
776,116$36.7M0.0%IndexVery LowFort Mill, SC2026-11-06
Insight Wealth Partners, LLC
73,402$3.5M0.5%ETFLowPlano, TX2026-10-26
Marshall & Sterling Wealth Advisors Inc.
64,250$3.0M1.7%ETFMediumPoughkeepsie, NY2026-10-28
Weaver Consulting Group
55,000$2.6M0.5%ETFLowHuntington Beach, CA2026-10-07
Wealthcare Advisory Partners LLC
40,634$1.9M0.0%ETFLowWest Chester, PA2026-10-21
HighRoad Wealth Advisors, LLC
31,529$1.5M1.2%ETFLowCoos Bay, OR2026-10-14
KPP Advisory Services LLC
28,319$1.3M0.2%GrowthMediumLouisville, KY2026-10-26
Commonwealth Equity Services, LLC
25,557$1.2M0.0%ETFLowWaltham, MA2026-11-02
4Wealth Advisors, Inc.
21,000$993.7K0.7%ETFMediumBurr Ridge, IL2026-10-13
Stewardship Advisors, LLC
17,655$835.8K0.2%ETFMediumMount Joy, PA2026-10-20
Curran Financial Partners, LLC
17,373$822.4K0.1%ETFMediumDaniel Island, SC2026-11-04
LVW Advisors, LLC
16,711$791.1K0.1%CoreMediumPittsford, NY2026-10-19
WealthBridge Capital Management, LLC
16,562$784.0K0.2%ETFLowWesterville, OH2026-10-16
Independent Financial Group, LLC
16,081$761.3K0.0%GrowthLowSan Diego, CA2026-10-13
CoreCap Advisors, LLC
15,766$746.4K0.0%ETFMediumSouthfield, MI2026-10-08
PVG Asset Management Corp
9,059$428.9K0.3%GrowthMediumGolden, CO2026-10-19
IFP Advisors, Inc
8,232$389.7K0.0%GrowthLowTampa, FL2026-10-16
Cambridge Investment Research Advisors, Inc.
7,242$3430.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
6,640$314.3K0.0%CoreLowAustin, TX2026-11-02
Cullen T Bankers, Inc.
5,750$272.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Crew Capital Management, Ltd
5,684$269.1K0.1%GrowthMediumCincinnati, OH2026-10-28
Crescent Grove Advisors, LLC
5,235$247.8K0.0%ETFLowLake Forest, IL2026-10-21
Fell Capital Management
5,175$245.0K0.2%CoreLowNewport Beach, CA2026-10-09
WBI Investments, LLC
5,028$238.0K0.1%ValueVery HighRed Bank, NJ2026-11-05
Truist Financial Corp
4,943$234.0K0.0%CoreLowCharlotte, NC2026-10-30
Kraft, Davis & Associates, LLC
4,480$213.0K0.0%ETFMediumSt. Louis, MO2026-10-21
Royal Fund Management, LLC
4,440$210.2K0.0%GrowthMediumLady Lake, FL2026-10-22
Central Trust Co
3,400$161.0K0.0%CoreLowJefferson City, MO2026-11-05
Fifth Third Bancorp
1,434$67.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Alpine Bank Wealth Management
836$39.6K0.0%ETFHighGrand Junction, CO2026-10-16
West Branch Capital LLC
579$27.4K0.0%GrowthVery LowAmherst, MA2026-10-20
Private Trust Co NA
500$23.7K0.0%CoreLowCleveland, OH2026-10-20
Allworth Financial LP
183$8.8K0.0%IndexLowFolsom, CA2026-11-06
Lanark Financial, Inc.
71$3.4K0.0%CoreMediumBirmingham, AL2026-10-26
Dhjj Financial Advisors, Ltd.
2$1010.0%ETFVery LowNaperville, IL2026-10-23