Who Owns US TREASURY 10 YEAR NOTE ETF (UTEN)? -- Institutional Holders (2026-03-31)
56 institutions reported holding $200.8M of US TREASURY 10 YEAR NOTE ETF (UTEN) in SEC 13F filings for 2026-03-31. Largest institutional holders: Equitable Holdings, Inc. ($37.2M), ALTFEST L J & CO INC ($35.8M), WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV ($25.9M), MORGAN STANLEY ($23.5M), WEALTHCARE CAPITAL MANAGEMENT LLC ($17.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Equitable Holdings, Inc. | $37.2M | 845,161 | Added |
| 2 | ALTFEST L J & CO INC | $35.8M | 821,155 | Trimmed |
| 3 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | $25.9M | 594,825 | New |
| 4 | MORGAN STANLEY | $23.5M | 538,307 | Added |
| 5 | WEALTHCARE CAPITAL MANAGEMENT LLC | $17.4M | 398,188 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $10.4M | 238,871 | Added |
| 7 | LPL Financial LLC | $9.6M | 220,009 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $6.1M | 139,653 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 107,339 | Trimmed |
| 10 | CITADEL ADVISORS LLC | $3.1M | 70,919 | Added |
| 11 | Wealthcare Advisory Partners LLC | $2.8M | 63,898 | Added |
| 12 | Apollon Wealth Management, LLC | $2.7M | 62,260 | Added |
| 13 | STIFEL FINANCIAL CORP | $2.2M | 50,443 | Trimmed |
| 14 | UBS Group AG | $2.2M | 50,115 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 40,916 | New |
| 16 | JPMORGAN CHASE & CO | $1.6M | 36,018 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $1.5M | 34,268 | New |
| 18 | Crew Capital Management, Ltd | $1.4M | 32,813 | Added |
| 19 | TRUIST FINANCIAL CORP | $1.3M | 30,013 | Added |
| 20 | Farther Finance Advisors, LLC | $1.2M | 28,024 | Trimmed |
| 21 | NICOLET BANKSHARES INC | $915,176 | 20,990 | New |
| 22 | JANE STREET GROUP, LLC | $851,476 | 19,529 | Added |
| 23 | Sanctuary Advisors, LLC | $809,794 | 18,573 | Trimmed |
| 24 | Empirical Asset Management, LLC | $703,572 | 16,137 | Trimmed |
| 25 | Stewardship Advisors, LLC | $667,220 | 15,303 | Added |
Source: SEC Form 13F filings · as of 2026-03-31