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F/M US Treasury 10 Year Note (UTEN)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Altfest L J & Co Inc
INCREASED
Shares852,390 from 831,674
Change+20,716 (+2%)
Value$34.5M (-$1.4M)
Filed 2026-10-27
Wealthcare Capital Management LLC
DECREASED
Shares172,756 from 375,016
Change-202,260 (-54%)
Value$7.0M (-$9.2M)
Filed 2026-10-21
LPL Financial LLC
DECREASED
Shares125,349 from 192,642
Change-67,293 (-35%)
Value$5.1M (-$3.2M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares107,236 from 109,688
Change-2,452 (-2%)
Value$4.3M (-$397.5K)
Filed 2026-11-02
Apollon Wealth Management, LLC
UNCHANGED
Shares62,260 from 62,260
Change0 (0%)
Value$2.5M (-$169.3K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares52,928 from 14,441
Change+38,487 (+267%)
Value$2.1M (+$1.5M)
Filed 2026-11-05
Crew Capital Management, Ltd
INCREASED
Shares51,167 from 41,831
Change+9,336 (+22%)
Value$2.1M (+$264.2K)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares47,726 from 25,346
Change+22,380 (+88%)
Value$1.9M (+$837.1K)
Filed 2026-10-21
Foguth Wealth Management, Llc.
INCREASED
Shares26,644 from 24,840
Change+1,804 (+7%)
Value$1.1M (+$35.4K)
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares21,431 from 19,960
Change+1,471 (+7%)
Value$867.5K (+$5.3K)
Filed 2026-10-30
LVW Advisors, LLC
INCREASED
Shares17,642 from 6,346
Change+11,296 (+178%)
Value$714.2K (+$440.0K)
Filed 2026-10-19
Stewardship Advisors, LLC
UNCHANGED
Shares17,135 from 17,135
Change0 (0%)
Value$693.6K (-$46.6K)
Filed 2026-10-20
Stapp Wealth Management, Pllc
UNCHANGED
Shares14,825 from 14,825
Change0 (0%)
Value$600.1K (-$40.3K)
Filed 2026-10-15
HighRoad Wealth Advisors, LLC
NEW
Shares10,665
Change+10,665
Value$431.7K
Filed 2026-10-14
Daymark Wealth Partners, LLC
DECREASED
Shares10,036 from 10,524
Change-488 (-5%)
Value$406.3K (-$48.4K)
Filed 2026-11-04
Straight Path Wealth Management
NEW
Shares8,079
Change+8,079
Value$327.0K
Filed 2026-10-23
4Wealth Advisors, Inc.
NEW
Shares6,650
Change+6,650
Value$269.9K
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED
Shares5,259 from 5,305
Change-46 (-1%)
Value$212.9K (-$16.3K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares3,797 from 3,378
Change+419 (+12%)
Value$153.7K (+$7.8K)
Filed 2026-11-04
Bank of New Hampshire
INCREASED
Shares2,190 from 900
Change+1,290 (+143%)
Value$88.7K (+$49.8K)
Filed 2026-10-06
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$87 (-$6)
Filed 2026-10-23
Woodard & Co Asset Management Group Inc
CLOSED
Shares0 from 598,332
Change-598,332 (-100%)
Value$0 (-$25.8M)
Filed 2026-11-03
Global View Capital Management LLC
CLOSED
Shares0 from 14,312
Change-14,312 (-100%)
Value$0 (-$618.3K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 5,800
Change-5,800 (-100%)
Value$0 (-$251.0K)
Filed 2026-11-02
Royal Fund Management, LLC
CLOSED
Shares0 from 4,667
Change-4,667 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-22
CX Institutional
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$65)
Filed 2026-10-02
Spire Wealth Management
CLOSED
Shares0 from 547
Change-547 (-100%)
Value$0 (-$23.6K)
Filed 2026-10-30
Equitable Holdings, Inc.
N/A
Shares— from 875,442
Change-875,442 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 468,060
Change-468,060 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 302,909
Change-302,909 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 149,164
Change-149,164 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 57,942
Change-57,942 (-100%)
Value—
UBS Group AG
N/A
Shares— from 48,672
Change-48,672 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 44,366
Change-44,366 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 41,810
Change-41,810 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 41,281
Change-41,281 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 38,614
Change-38,614 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 36,720
Change-36,720 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 20,761
Change-20,761 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 20,068
Change-20,068 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 18,573
Change-18,573 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 15,792
Change-15,792 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,978
Change-13,978 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 11,980
Change-11,980 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 8,550
Change-8,550 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 6,542
Change-6,542 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,261
Change-5,261 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,177
Change-5,177 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 4,953
Change-4,953 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 680
Change-680 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 410
Change-410 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 216
Change-216 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Altfest L J & Co Inc
INCREASED852,390831,674+20,716+2%$35.9M$34.5M-$1.4M2026-10-27
Wealthcare Capital Management LLC
DECREASED172,756375,016-202,260-54%$16.2M$7.0M-$9.2M2026-10-21
LPL Financial LLC
DECREASED125,349192,642-67,293-35%$8.3M$5.1M-$3.2M2026-11-06
Commonwealth Equity Services, LLC
DECREASED107,236109,688-2,452-2%$4.7M$4.3M-$397.5K2026-11-02
Apollon Wealth Management, LLC
UNCHANGED62,26062,26000%$2.7M$2.5M-$169.3K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED52,92814,441+38,487+267%$623.8K$2.1M+$1.5M2026-11-05
Crew Capital Management, Ltd
INCREASED51,16741,831+9,336+22%$1.8M$2.1M+$264.2K2026-10-28
Wealthcare Advisory Partners LLC
INCREASED47,72625,346+22,380+88%$1.1M$1.9M+$837.1K2026-10-21
Foguth Wealth Management, Llc.
INCREASED26,64424,840+1,804+7%$1.1M$1.1M+$35.4K2026-10-19
Truist Financial Corp
INCREASED21,43119,960+1,471+7%$862.3K$867.5K+$5.3K2026-10-30
LVW Advisors, LLC
INCREASED17,6426,346+11,296+178%$274.1K$714.2K+$440.0K2026-10-19
Stewardship Advisors, LLC
UNCHANGED17,13517,13500%$740.2K$693.6K-$46.6K2026-10-20
Stapp Wealth Management, Pllc
UNCHANGED14,82514,82500%$640.4K$600.1K-$40.3K2026-10-15
HighRoad Wealth Advisors, LLC
NEW10,665—+10,665——$431.7K—2026-10-14
Daymark Wealth Partners, LLC
DECREASED10,03610,524-488-5%$454.6K$406.3K-$48.4K2026-11-04
Straight Path Wealth Management
NEW8,079—+8,079——$327.0K—2026-10-23
4Wealth Advisors, Inc.
NEW6,650—+6,650——$269.9K—2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED5,2595,305-46-1%$229.2K$212.9K-$16.3K2026-11-02
EverSource Wealth Advisors, LLC
INCREASED3,7973,378+419+12%$145.9K$153.7K+$7.8K2026-11-04
Bank of New Hampshire
INCREASED2,190900+1,290+143%$38.9K$88.7K+$49.8K2026-10-06
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$93$87-$62026-10-23
Woodard & Co Asset Management Group Inc
CLOSED0598,332-598,332-100%$25.8M$0-$25.8M2026-11-03
Global View Capital Management LLC
CLOSED014,312-14,312-100%$618.3K$0-$618.3K2026-10-28
Cambridge Investment Research Advisors, Inc.
CLOSED05,800-5,800-100%$251.0K$0-$251.0K2026-11-02
Royal Fund Management, LLC
CLOSED04,667-4,667-100%$201.6K$0-$201.6K2026-10-22
CX Institutional
CLOSED01,500-1,500-100%$65$0-$652026-10-02
Spire Wealth Management
CLOSED0547-547-100%$23.6K$0-$23.6K2026-10-30
Equitable Holdings, Inc.
N/A—875,442-875,442-100%$37.8M———
Morgan Stanley
N/A—468,060-468,060-100%$20.2M———
Raymond James Financial Inc
N/A—302,909-302,909-100%$13.1M———
Goldman Sachs Group Inc
N/A—149,164-149,164-100%$6.4M———
JPMorgan Chase & Co
N/A—57,942-57,942-100%$2.5M———
UBS Group AG
N/A—48,672-48,672-100%$2.1M———
Stifel Financial Corp
N/A—44,366-44,366-100%$1.9M———
Flow Traders U.S. LLC
N/A—41,810-41,810-100%$1.8M———
Envestnet Asset Management Inc
N/A—41,281-41,281-100%$1.8M———
MML Investors Services, LLC
N/A—38,614-38,614-100%$1.7M———
NewEdge Advisors, LLC
N/A—36,720-36,720-100%$1.6M———
Tower Research Capital LLC (TRC)
N/A—20,761-20,761-100%$896.9K———
Nicolet Bankshares Inc
N/A—20,068-20,068-100%$866.9K———
Sanctuary Advisors, LLC
N/A—18,573-18,573-100%$802.3K———
Empirical Asset Management, LLC
N/A—15,792-15,792-100%$682.2K———
Citadel Advisors LLC
N/A—13,978-13,978-100%$603.8K———
F/m Investments LLC
N/A—11,980-11,980-100%$517.5K———
Kovack Advisors, Inc.
N/A—8,550-8,550-100%$369.4K———
Savvy Advisors, Inc.
N/A—6,542-6,542-100%$282.6K———
HighPoint Advisor Group LLC
N/A—5,261-5,261-100%$227.3K———
Mercer Global Advisors Inc
N/A—5,177-5,177-100%$223.6K———
Laird Norton Wetherby Trust Company, LLC
N/A—4,953-4,953-100%$214.0K———
Jones Financial Companies Lllp
N/A—2,300-2,300-100%$100.2K———
Steward Partners Investment Advisory, LLC
N/A—680-680-100%$29.4K———
Osaic Holdings, Inc.
N/A—600-600-100%$25.9K———
BFC Planning, Inc.
N/A—410-410-100%$17.7K———
SOA Wealth Advisors, Llc.
N/A—216-216-100%$9.3K———
AE Wealth Management LLC
N/A—106-106-100%$4.6K———
Aptus Capital Advisors, LLC
N/A—87-87-100%$3.8K———
Strategic Investment Solutions, Inc.
N/A—5-5-100%$216———
Showing 57 of 57 institutions