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F/M US Treasury 30 Year Bond (UTHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
HB Wealth Management, LLC
DECREASED
Shares26,000 from 32,000
Change-6,000 (-19%)
Value$951.9K (-$349.9K)
Filed 2026-10-23
LPL Financial LLC
NEW
Shares15,583
Change+15,583
Value$570.5K
Filed 2026-11-06
Choreo, LLC
INCREASED
Shares11,513 from 8,675
Change+2,838 (+33%)
Value$421.5K (+$69.5K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$367.9K (-$31.1K)
Filed 2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED
Shares9,575 from 11,524
Change-1,949 (-17%)
Value$350.6K (-$118.2K)
Filed 2026-11-02
Simplex Trading, LLC
INCREASED
Shares4,202 from 2
Change+4,200 (+210000%)
Value$153.8K (+$153.8K)
Filed 2026-11-04
Burns Matteson Capital Management, LLC
CLOSED
Shares0 from 31,343
Change-31,343 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
LVW Advisors, LLC
CLOSED
Shares0 from 7,332
Change-7,332 (-100%)
Value$0 (-$298.3K)
Filed 2026-10-19
Janney Montgomery Scott LLC
N/A
Shares— from 64,910
Change-64,910 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 27,610
Change-27,610 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 24,646
Change-24,646 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 17,516
Change-17,516 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 10,048
Change-10,048 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
HB Wealth Management, LLC
DECREASED26,00032,000-6,000-19%$1.3M$951.9K-$349.9K2026-10-23
LPL Financial LLC
NEW15,583—+15,583——$570.5K—2026-11-06
Choreo, LLC
INCREASED11,5138,675+2,838+33%$352.0K$421.5K+$69.5K2026-10-28
Wealth Enhancement Advisory Services, LLC
UNCHANGED10,00010,00000%$399.0K$367.9K-$31.1K2026-10-13
Valtinson Bruner Financial Planning LLC
DECREASED9,57511,524-1,949-17%$468.8K$350.6K-$118.2K2026-11-02
Simplex Trading, LLC
INCREASED4,2022+4,200+210000%$81$153.8K+$153.8K2026-11-04
Burns Matteson Capital Management, LLC
CLOSED031,343-31,343-100%$1.3M$0-$1.3M2026-10-16
LVW Advisors, LLC
CLOSED07,332-7,332-100%$298.3K$0-$298.3K2026-10-19
Janney Montgomery Scott LLC
N/A—64,910-64,910-100%$2.6K———
Citadel Advisors LLC
N/A—27,610-27,610-100%$1.1M———
Cetera Investment Advisers
N/A—24,646-24,646-100%$1.0M———
Benjamin Edwards Inc
N/A—17,516-17,516-100%$712.5K———
Jane Street Group, LLC
N/A—10,048-10,048-100%$408.8K———
Steward Partners Investment Advisory, LLC
N/A—64-64-100%$2.6K———
Morgan Stanley
N/A—1-1-100%$41———
Showing 15 of 15 institutions