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F/M US Treasury 5 Year Note (UFIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Central Trust Co
DECREASED
Shares46,172 from 46,847
Change-675 (-1%)
Value$2.1M (-$116.1K)
Filed 2026-11-05
Crew Capital Management, Ltd
INCREASED
Shares37,220 from 29,269
Change+7,951 (+27%)
Value$1.7M (+$316.3K)
Filed 2026-10-28
Foguth Wealth Management, Llc.
DECREASED
Shares26,482 from 40,075
Change-13,593 (-34%)
Value$1.2M (-$683.8K)
Filed 2026-10-19
HighRoad Wealth Advisors, LLC
NEW
Shares24,234
Change+24,234
Value$1.1M
Filed 2026-10-14
Emerald Investment Advisers, LLC
UNCHANGED
Shares8,635 from 8,635
Change0 (0%)
Value$401.0K (-$15.6K)
Filed 2026-11-09
Spectrum Financial Alliance Ltd LLC
UNCHANGED
Shares7,908 from 7,908
Change0 (0%)
Value$367.3K (-$14.3K)
Filed 2026-10-29
Valtinson Bruner Financial Planning LLC
INCREASED
Shares4,653 from 4,607
Change+46 (+1%)
Value$216.1K (-$6.2K)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$233 (-$9)
Filed 2026-10-23
Thoroughbred Financial Services, LLC
CLOSED
Shares0 from 5,241
Change-5,241 (-100%)
Value$0 (-$252)
Filed 2026-11-09
Janney Montgomery Scott LLC
N/A
Shares— from 76,960
Change-76,960 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 43,339
Change-43,339 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 25,261
Change-25,261 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 12,871
Change-12,871 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,217
Change-10,217 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 5,325
Change-5,325 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,278
Change-2,278 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 724
Change-724 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 355
Change-355 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Central Trust Co
DECREASED46,17246,847-675-1%$2.3M$2.1M-$116.1K2026-11-05
Crew Capital Management, Ltd
INCREASED37,22029,269+7,951+27%$1.4M$1.7M+$316.3K2026-10-28
Foguth Wealth Management, Llc.
DECREASED26,48240,075-13,593-34%$1.9M$1.2M-$683.8K2026-10-19
HighRoad Wealth Advisors, LLC
NEW24,234—+24,234——$1.1M—2026-10-14
Emerald Investment Advisers, LLC
UNCHANGED8,6358,63500%$416.6K$401.0K-$15.6K2026-11-09
Spectrum Financial Alliance Ltd LLC
UNCHANGED7,9087,90800%$381.6K$367.3K-$14.3K2026-10-29
Valtinson Bruner Financial Planning LLC
INCREASED4,6534,607+46+1%$222.3K$216.1K-$6.2K2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$242$233-$92026-10-23
Thoroughbred Financial Services, LLC
CLOSED05,241-5,241-100%$252$0-$2522026-11-09
Janney Montgomery Scott LLC
N/A—76,960-76,960-100%$3.7K———
Raymond James Financial Inc
N/A—43,339-43,339-100%$2.1M———
F/m Investments LLC
N/A—25,261-25,261-100%$1.2M———
Tower Research Capital LLC (TRC)
N/A—12,871-12,871-100%$621.0K———
Jane Street Group, LLC
N/A—10,217-10,217-100%$493.0K———
Susquehanna International Group, LLP
N/A—5,325-5,325-100%$256.9K———
Osaic Holdings, Inc.
N/A—2,278-2,278-100%$109.9K———
Steward Partners Investment Advisory, LLC
N/A—724-724-100%$34.9K———
Northwestern Mutual Wealth Management Co
N/A—355-355-100%$17.1K———
Morgan Stanley
N/A—1-1-100%$48———
Showing 19 of 19 institutions