
US Treasury 10 Year Note ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 38 institutional investors hold shares in this ETF, with total holdings valued at $150.3M. ALTFEST L J & CO INC is the largest holder with a position valued at $42.8M.
Overview of institutional ownership in UTEN as of Q3 2025
Institutions with the largest positions in UTEN as of Q3 2025
| Institution | Position Value |
|---|---|
ALTFEST L J & CO INC RIA/Wealth | $42.8M 4.82% of portfolio |
Equitable Holdings, Inc. Institution | $29.9M 0.22% of portfolio |
WEALTHCARE CAPITAL MANAGEMENT, INC. RIA/Wealth | $18.2M 1.85% of portfolio |
MORGAN STANLEY RIA/Wealth | $14.8M 0.00% of portfolio |
L LPL Financial LLC Institution | $7.4M 0.00% of portfolio |
MidWestOne Financial Group, Inc. Institution | $7.3M 0.89% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $4.9M 0.01% of portfolio |
GOLDMAN SACHS GROUP INC Institution | $3.7M 0.00% of portfolio |
Farther Finance Advisors, LLC RIA/Wealth | $2.1M 0.03% of portfolio |
Apollon Wealth Management, LLC RIA/Wealth | $2.1M 0.04% of portfolio |
Institutional buying and selling activity for UTEN in Q3 2025
| Institution | Net Bought |
|---|---|
Farther Finance Advisors, LLC RIA/Wealth | +$2.1M +48.5K shares |
Apollon Wealth Management, LLC RIA/Wealth | +$2.1M +47.4K shares |
MORGAN STANLEY RIA/Wealth | +$2.0M +44.4K shares |
Equitable Holdings, Inc. Institution | +$1.7M +37.8K shares |
J JANE STREET GROUP, LLC Institution | +$1.4M +32.4K shares |
T Tower Research Capital LLC Institution | +$1.3M +29.9K shares |
GOLDMAN SACHS GROUP INC Institution | +$1.2M +27.1K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$807.3K +18.3K shares |
MidWestOne Financial Group, Inc. Institution | +$674.0K +15.2K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$618.7K +14.0K shares |
| Institution | Net Sold |
|---|---|
Signal Advisors Wealth, LLC RIA/Wealth | −$5.0M −115.0K shares |
ALTFEST L J & CO INC RIA/Wealth | −$4.0M −89.9K shares |
F FLOW TRADERS U.S. LLC Institution | −$3.1M −71.2K shares |
Goss Wealth Management LLC RIA/Wealth | −$2.3M −52.3K shares |
K Kraft, Davis & Associates, LLC Institution | −$1.6M −36.5K shares |
L LPL Financial LLC Institution | −$334.2K −7.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$215.3K −4.9K shares |
T THOROUGHBRED FINANCIAL SERVICES, LLC RIA/Wealth | −$197.1K −4.5K shares |
Wealthcare Advisory Partners LLC RIA/Wealth | −$37.3K −843.0 shares |
Coastal Investment Advisors, Inc. RIA/Wealth | −$32.9K −750.0 shares |
Institutions that initiated new positions or completely exited UTEN in Q3 2025
| Institution | Position Value |
|---|---|
Farther Finance Advisors, LLC RIA/Wealth | $2.1M 48.5K shares |
Apollon Wealth Management, LLC RIA/Wealth | $2.1M 47.4K shares |
T Tower Research Capital LLC Institution | $1.3M 29.9K shares |
Stewardship Advisors, LLC RIA/Wealth | $586.5K 13.3K shares |
LVW Advisors, LLC RIA/Wealth | $504.8K 11.4K shares |
| Institution | Previous Position |
|---|---|
Signal Advisors Wealth, LLC RIA/Wealth | $5.0M 115.0K shares |
F FLOW TRADERS U.S. LLC Institution | $3.1M 71.2K shares |
K Kraft, Davis & Associates, LLC Institution | $1.6M 36.5K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $215.3K 4.9K shares |
Coastal Investment Advisors, Inc. RIA/Wealth | $32.9K 750.0 shares |
Institutions with the largest Call and Put options positions in UTEN as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with UTEN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ALTFEST L J & CO INC RIA/Wealth | 4.82% $42.8M |
WEALTHCARE CAPITAL MANAGEMENT, INC. RIA/Wealth | 1.85% $18.2M |
MidWestOne Financial Group, Inc. Institution | 0.89% $7.3M |
Crew Capital Management, Ltd. RIA/Wealth | 0.83% $1.2M |
Empirical Asset Management, LLC RIA/Wealth | 0.38% $1.3M |
Equitable Holdings, Inc. Institution | 0.22% $29.9M |
Stewardship Advisors, LLC RIA/Wealth | 0.14% $586.5K |
Valtinson Bruner Financial Planning LLC RIA/Wealth | 0.07% $246.7K |
LVW Advisors, LLC RIA/Wealth | 0.05% $504.8K |
Apollon Wealth Management, LLC RIA/Wealth | 0.04% $2.1M |
Discover hedge funds investing in UTEN


| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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