F/M US Treasury 10 Year Note (UTEN)

CUSIP: 74933W536 | NYSE | 99 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Altfest L J & Co Inc852,390

3.4% of portfolio$34.5M

Wealthcare Capital Management LLC172,756

0.8% of portfolio$7.0M

Commonwealth Equity Services, LLC107,236

0.0% of portfolio$4.3M

Apollon Wealth Management, LLC62,260

0.0% of portfolio$2.5M

Crew Capital Management, Ltd51,167

1.1% of portfolio$2.1M

Wealthcare Advisory Partners LLC47,726

0.0% of portfolio$1.9M

Foguth Wealth Management, Llc.26,644

0.1% of portfolio$1.1M

Truist Financial Corp21,431

0.0% of portfolio$867.5K

LVW Advisors, LLC17,642

0.1% of portfolio$714.2K

Stewardship Advisors, LLC17,135

0.1% of portfolio$693.6K

Stapp Wealth Management, Pllc14,825

0.8% of portfolio$600.1K

HighRoad Wealth Advisors, LLC10,665

0.4% of portfolio$431.7K

Daymark Wealth Partners, LLC10,036

0.0% of portfolio$406.3K

Straight Path Wealth Management8,079

0.1% of portfolio$327.0K

4Wealth Advisors, Inc.6,650

0.2% of portfolio$269.9K

Valtinson Bruner Financial Planning LLC5,259

0.1% of portfolio$212.9K

EverSource Wealth Advisors, LLC3,797

0.0% of portfolio$153.7K

Bank of New Hampshire2,190

0.0% of portfolio$88.7K

Dhjj Financial Advisors, Ltd.2

0.0% of portfolio$87

				Style	Turnover	Location	Filed
Altfest L J & Co Inc	852,390	$34.5M	3.4%	ETF	High	New York, NY	2026-10-27
Wealthcare Capital Management LLC	172,756	$7.0M	0.8%	ETF	Very Low	Richmond, VA	2026-10-21
Commonwealth Equity Services, LLC	107,236	$4.3M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Apollon Wealth Management, LLC	62,260	$2.5M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Crew Capital Management, Ltd	51,167	$2.1M	1.1%	Growth	Medium	Cincinnati, OH	2026-10-28
Wealthcare Advisory Partners LLC	47,726	$1.9M	0.0%	ETF	Low	West Chester, PA	2026-10-21
Foguth Wealth Management, Llc.	26,644	$1.1M	0.1%	ETF	High	Brighton, MI	2026-10-19
Truist Financial Corp	21,431	$867.5K	0.0%	Core	Low	Charlotte, NC	2026-10-30
LVW Advisors, LLC	17,642	$714.2K	0.1%	Core	Medium	Pittsford, NY	2026-10-19
Stewardship Advisors, LLC	17,135	$693.6K	0.1%	ETF	Medium	Mount Joy, PA	2026-10-20
Stapp Wealth Management, Pllc	14,825	$600.1K	0.8%	ETF	Medium	Olympia, WA	2026-10-15
HighRoad Wealth Advisors, LLC	10,665	$431.7K	0.4%	ETF	Low	Coos Bay, OR	2026-10-14
Daymark Wealth Partners, LLC	10,036	$406.3K	0.0%	Core	Low	Cincinnati, OH	2026-11-04
Straight Path Wealth Management	8,079	$327.0K	0.1%	ETF	Low	Jenison, MI	2026-10-23
4Wealth Advisors, Inc.	6,650	$269.9K	0.2%	ETF	Medium	Burr Ridge, IL	2026-10-13
Valtinson Bruner Financial Planning LLC	5,259	$212.9K	0.1%	ETF	Low	New Brighton, MN	2026-11-02
EverSource Wealth Advisors, LLC	3,797	$153.7K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Bank of New Hampshire	2,190	$88.7K	0.0%	Core	Low	Laconia, NH	2026-10-06
Dhjj Financial Advisors, Ltd.	2	$87	0.0%	ETF	Very Low	Naperville, IL	2026-10-23