UFIV Institutional Ownership
US Treasury 5 Year Note ETF
1W: -0.3%
1M: -2.2%
3M: -3.7%
YTD: -5.0%
1Y: -5.2%
3Y: +6.6%
$46.51
-0.10 (-0.22%)
Weekly Expected Move ±0.7%
$46
$46
$47
$47
$47
Overview
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Institutional Ownership — UFIV
21
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
12M
Total Invested
4
New Positions
5
Increased
9
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (21 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 76,960 | $4M | -1,329 | -1.7% | 7Q | SEC ↗ |
| 2 | CENTRAL TRUST Co | 46,847 | $2M | +2,217 | +5.0% | 6Q | SEC ↗ |
| 3 | RAYMOND JAMES FINANCIAL INC | 43,339 | $2M | -1,085 | -2.4% | 3Q | SEC ↗ |
| 4 | Foguth Wealth Management, LLC. | 40,075 | $2M | -42,021 | -51.2% | 3Q | SEC ↗ |
| 5 | Crew Capital Management, Ltd | 29,269 | $1M | +6,063 | +26.1% | 5Q | SEC ↗ |
| 6 | F/m Investments LLC | 25,261 | $1M | -47,120 | -65.1% | 7Q | SEC ↗ |
| 7 | Tower Research Capital LLC (TRC) | 12,871 | $599K | +9,582 | +291.3% | 3Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC | 10,217 | $475K | +3,245 | +46.5% | 2Q | SEC ↗ |
| 9 | Emerald Investment Advisers, LLC NEW | 8,635 | $402K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Spectrum Financial Alliance Ltd LLC | 7,908 | $368K | — | +0.0% | 3Q | SEC ↗ |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 5,325 | $248K | — | +0.0% | 1Q | SEC ↗ |
| 12 | THOROUGHBRED FINANCIAL SERVICES, LLC | 5,241 | $244K | -592 | -10.1% | 12Q | SEC ↗ |
| 13 | Valtinson Bruner Financial Planning LL | 4,607 | $214K | +42 | +0.9% | 5Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 2,278 | $106K | -50 | -2.1% | 4Q | SEC ↗ |
| 15 | Steward Partners Investment Advisory, NEW | 724 | $34K | — | +0.0% | 1Q | SEC ↗ |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 355 | $17K | — | +0.0% | 1Q | SEC ↗ |
| 17 | DHJJ Financial Advisors, Ltd. | 5 | $0K | — | +0.0% | 11Q | SEC ↗ |
| 18 | MORGAN STANLEY | 1 | $0K | — | +0.0% | 11Q | SEC ↗ |
| 19 | CITADEL ADVISORS LLC | 0 | $0K | -64,842 | -100.0% | 7Q | SEC ↗ |
| 20 | Advisory Services Network, LLC | 0 | $0K | -1 | -100.0% | 1Q | SEC ↗ |
| 21 | UBS Group AG | 0 | $0K | -63 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Emerald Investment Advisers, LLC | 8,635 | $402K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,325 | $248K |
| Steward Partners Investment Advisor | 724 | $34K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 355 | $17K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 64,842 | $3M |
| UBS Group AG | 63 | $3K |
| Advisory Services Network, LLC | 1 | $0K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Tower Research Capital LLC (TRC) | +9,582 | +291.3% | 12,871 |
| Crew Capital Management, Ltd | +6,063 | +26.1% | 29,269 |
| JANE STREET GROUP, LLC | +3,245 | +46.5% | 10,217 |
| CENTRAL TRUST Co | +2,217 | +5.0% | 46,847 |
| Valtinson Bruner Financial Planning | +42 | +0.9% | 4,607 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| F/m Investments LLC | -47,120 | -65.1% | 25,261 |
| Foguth Wealth Management, LLC. | -42,021 | -51.2% | 40,075 |
| Janney Montgomery Scott LLC | -1,329 | -1.7% | 76,960 |
| RAYMOND JAMES FINANCIAL INC | -1,085 | -2.4% | 43,339 |
| THOROUGHBRED FINANCIAL SERVICES, LL | -592 | -10.1% | 5,241 |
| OSAIC HOLDINGS, INC. | -50 | -2.1% | 2,278 |