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F/M US Treasury 5 Year Note (UFIV)

CUSIP: 74933W510 | NYSE | 35 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Central Trust Co46,172
0.0% of portfolio›$2.1M
Crew Capital Management, Ltd37,220
0.9% of portfolio›$1.7M
Foguth Wealth Management, Llc.26,482
0.1% of portfolio›$1.2M
HighRoad Wealth Advisors, LLC24,234
0.9% of portfolio›$1.1M
Spectrum Financial Alliance Ltd LLC7,908
0.1% of portfolio›$367.3K
Valtinson Bruner Financial Planning LLC4,653
0.1% of portfolio›$216.1K
Dhjj Financial Advisors, Ltd.5
0.0% of portfolio›$233
StyleTurnoverLocationFiled
Central Trust Co
46,172$2.1M0.0%CoreLowJefferson City, MO2026-11-05
Crew Capital Management, Ltd
37,220$1.7M0.9%GrowthMediumCincinnati, OH2026-10-28
Foguth Wealth Management, Llc.
26,482$1.2M0.1%ETFHighBrighton, MI2026-10-19
HighRoad Wealth Advisors, LLC
24,234$1.1M0.9%ETFLowCoos Bay, OR2026-10-14
Spectrum Financial Alliance Ltd LLC
7,908$367.3K0.1%ValueLowNicholasville, KY2026-10-29
Valtinson Bruner Financial Planning LLC
4,653$216.1K0.1%ETFLowNew Brighton, MN2026-11-02
Dhjj Financial Advisors, Ltd.
5$2330.0%ETFVery LowNaperville, IL2026-10-23