Who Owns F/M US TREASURY 2 YEAR NOTE ETF (UTWO)? -- Institutional Holders (2026-06-30)

87 institutions reported holding $275.2M of F/M US TREASURY 2 YEAR NOTE ETF (UTWO) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($75.5M), Hapanowicz & Associates Financial Services, Inc ($35.5M), LPL Financial LLC ($33.2M), Odyssey Group, LLC ($21.0M), Tidal Investments LLC ($13.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MORGAN STANLEY	$75.5M	1.6M	Added
2	Hapanowicz & Associates Financial Services, Inc	$35.5M	740,232	New
3	LPL Financial LLC	$33.2M	692,082	Trimmed
4	Odyssey Group, LLC	$21.0M	438,675	New
5	Tidal Investments LLC	$13.7M	285,251	Added
6	RAYMOND JAMES FINANCIAL INC	$12.7M	264,427	Added
7	ENVESTNET ASSET MANAGEMENT INC	$10.3M	215,713	Added
8	MML INVESTORS SERVICES, LLC	$10.2M	213,685	Added
9	Federation des caisses Desjardins du Quebec	$6.0M	124,771	Trimmed
10	Luminist Capital LLC	$5.6M	116,753	Added
11	UBS Group AG	$4.3M	90,673	Trimmed
12	STIFEL FINANCIAL CORP	$4.2M	86,607	Trimmed
13	Insight Wealth Partners, LLC	$3.5M	73,213	Added
14	Janney Montgomery Scott LLC	$3.0M	63,579	Trimmed
15	Marshall & Sterling Wealth Advisors Inc.	$2.9M	59,825	Added
16	NewEdge Advisors, LLC	$2.7M	55,680	Trimmed
17	EP Wealth Advisors, LLC	$2.6M	53,992	Trimmed
18	Wealthcare Advisory Partners LLC	$2.1M	44,237	Added
19	Stratos Wealth Partners, LTD.	$2.1M	43,072	Trimmed
20	WELLS FARGO & COMPANY/MN	$2.0M	42,591	Added
21	INTEGRITY ALLIANCE, LLC.	$1.8M	37,227	Added
22	COMMONWEALTH EQUITY SERVICES, LLC	$1.4M	29,534	Trimmed
23	KPP Advisory Services LLC	$1.4M	28,869	Hold
24	4WEALTH ADVISORS, INC.	$1.1M	23,408	Trimmed
25	IFP Advisors, Inc	$1.0M	21,814	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30