UTEN Institutional Ownership
US Treasury 10 Year Note ETF
1W: -0.9%
1M: -3.7%
3M: -6.0%
YTD: -7.3%
1Y: -7.8%
3Y: +3.9%
$40.51
-0.13 (-0.32%)
Weekly Expected Move ±1.0%
$40
$40
$41
$41
$41
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — UTEN
62
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
200M
Total Invested
12
New Positions
17
Increased
24
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (68 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Equitable Holdings, Inc. | 875,442 | 35M | +30,281 | +3.6% | 9Q | SEC ↗ |
| 2 | ALTFEST L J & CO INC | 831,674 | 34M | +10,519 | +1.3% | 14Q | SEC ↗ |
| 3 | WOODARD & CO ASSET MANAGEMENT GROUP IN | 598,332 | 24M | +3,507 | +0.6% | 2Q | SEC ↗ |
| 4 | MORGAN STANLEY | 468,060 | 19M | -70,247 | -13.0% | 11Q | SEC ↗ |
| 5 | WEALTHCARE CAPITAL MANAGEMENT LLC | 375,016 | 15M | -23,172 | -5.8% | 11Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 302,909 | 12M | +64,038 | +26.8% | 7Q | SEC ↗ |
| 7 | LPL Financial LLC | 192,642 | 8M | -27,367 | -12.4% | 12Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC | 149,164 | 6M | +9,511 | +6.8% | 6Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 109,688 | 4M | +2,349 | +2.2% | 11Q | SEC ↗ |
| 10 | Apollon Wealth Management, LLC | 62,260 | 3M | — | +0.0% | 4Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 57,942 | 2M | +21,924 | +60.9% | 6Q | SEC ↗ |
| 12 | UBS Group AG | 48,672 | 2M | -1,443 | -2.9% | 11Q | SEC ↗ |
| 13 | STIFEL FINANCIAL CORP | 44,366 | 2M | -6,077 | -12.0% | 6Q | SEC ↗ |
| 14 | Crew Capital Management, Ltd | 41,831 | 2M | +9,018 | +27.5% | 6Q | SEC ↗ |
| 15 | FLOW TRADERS U.S. LLC NEW | 41,810 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 41,281 | 2M | +365 | +0.9% | 2Q | SEC ↗ |
| 17 | MML INVESTORS SERVICES, LLC | 38,614 | 2M | +4,346 | +12.7% | 2Q | SEC ↗ |
| 18 | NewEdge Advisors, LLC | 36,720 | 1M | +1,795 | +5.1% | 9Q | SEC ↗ |
| 19 | Wealthcare Advisory Partners LLC | 25,346 | 1M | -38,552 | -60.3% | 11Q | SEC ↗ |
| 20 | Foguth Wealth Management, LLC. | 24,840 | 1M | -46,889 | -65.4% | 3Q | SEC ↗ |
| 21 | Tower Research Capital LLC (TRC) NEW | 20,761 | 841K | — | +0.0% | 1Q | SEC ↗ |
| 22 | NICOLET BANKSHARES INC | 20,068 | 813K | -922 | -4.4% | 2Q | SEC ↗ |
| 23 | TRUIST FINANCIAL CORP | 19,960 | 809K | -10,053 | -33.5% | 7Q | SEC ↗ |
| 24 | Sanctuary Advisors, LLC | 18,573 | 752K | — | +0.0% | 5Q | SEC ↗ |
| 25 | Stewardship Advisors, LLC | 17,135 | 694K | +1,832 | +12.0% | 4Q | SEC ↗ |
| 26 | Empirical Asset Management, LLC | 15,792 | 640K | -345 | -2.1% | 14Q | SEC ↗ |
| 27 | STAPP WEALTH MANAGEMENT, PLLC | 14,825 | 601K | — | +0.0% | 3Q | SEC ↗ |
| 28 | J.W. COLE ADVISORS, INC. | 14,441 | 585K | +143 | +1.0% | 7Q | SEC ↗ |
| 29 | Global View Capital Management LLC | 14,312 | 580K | -573 | -3.8% | 2Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 13,978 | 566K | -56,941 | -80.3% | 7Q | SEC ↗ |
| 31 | F/m Investments LLC | 11,980 | 485K | +360 | +3.1% | 8Q | SEC ↗ |
| 32 | DAYMARK WEALTH PARTNERS, LLC NEW | 10,524 | 426K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Kovack Advisors, Inc. NEW | 8,550 | 346K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Savvy Advisors, Inc. NEW | 6,542 | 265K | — | +0.0% | 1Q | SEC ↗ |
| 35 | LVW Advisors, LLC | 6,346 | 257K | +850 | +15.5% | 4Q | SEC ↗ |
| 36 | Cambridge Investment Research Advisors | 5,800 | 235K | -68 | -1.2% | 8Q | SEC ↗ |
| 37 | Valtinson Bruner Financial Planning LL | 5,305 | 215K | +24 | +0.5% | 10Q | SEC ↗ |
| 38 | HighPoint Advisor Group LLC | 5,261 | 213K | — | +0.0% | 3Q | SEC ↗ |
| 39 | MERCER GLOBAL ADVISORS INC /ADV | 5,177 | 210K | — | +0.0% | 2Q | SEC ↗ |
| 40 | Laird Norton Wetherby Trust Company, L | 4,953 | 201K | -1,398 | -22.0% | 3Q | SEC ↗ |
| 41 | Royal Fund Management, LLC NEW | 4,667 | 189K | — | +0.0% | 1Q | SEC ↗ |
| 42 | EverSource Wealth Advisors, LLC | 3,378 | 137K | +926 | +37.8% | 10Q | SEC ↗ |
| 43 | JONES FINANCIAL COMPANIES LLLP NEW | 2,300 | 93K | — | +0.0% | 1Q | SEC ↗ |
| 44 | CX Institutional NEW | 1,500 | 61K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Integrated Wealth Concepts LLC NEW | 987 | 40K | — | +0.0% | 1Q | SEC ↗ |
| 46 | Bank of New Hampshire NEW | 900 | 36K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Steward Partners Investment Advisory, | 680 | 28K | — | +0.0% | 8Q | SEC ↗ |
| 48 | OSAIC HOLDINGS, INC. | 600 | 24K | -500 | -45.5% | 3Q | SEC ↗ |
| 49 | Spire Wealth Management | 547 | 22K | — | +0.0% | 3Q | SEC ↗ |
| 50 | SOA Wealth Advisors, LLC. NEW | 216 | 9K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (12)
| Holder | Shares | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 41,810 | 2M |
| Tower Research Capital LLC (TRC) | 20,761 | 841K |
| DAYMARK WEALTH PARTNERS, LLC | 10,524 | 426K |
| Kovack Advisors, Inc. | 8,550 | 346K |
| Savvy Advisors, Inc. | 6,542 | 265K |
| Royal Fund Management, LLC | 4,667 | 189K |
| JONES FINANCIAL COMPANIES LLLP | 2,300 | 93K |
| CX Institutional | 1,500 | 61K |
| Integrated Wealth Concepts LLC | 987 | 40K |
| Bank of New Hampshire | 900 | 36K |
| SOA Wealth Advisors, LLC. | 216 | 9K |
| Strategic Investment Solutions, Inc | 5 | 0K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Farther Finance Advisors, LLC | 28,024 | 1M |
| JANE STREET GROUP, LLC | 19,529 | 791K |
| THOROUGHBRED FINANCIAL SERVICES, LL | 7,309 | 296K |
| GTS SECURITIES LLC | 5,663 | 229K |
| VestGen Advisors, LLC | 5,488 | 222K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,000 | 203K |
| Kestra Advisory Services, LLC | 2,585 | 105K |
| Geneos Wealth Management Inc. | 2,000 | 81K |
| Sound Income Strategies, LLC | 634 | 26K |
| Realta Investment Advisors | 550 | 22K |
| Advisory Services Network, LLC | 441 | 18K |
| WELLS FARGO & COMPANY/MN | 287 | 12K |
| FMR LLC | 277 | 11K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +64,038 | +26.8% | 302,909 |
| Equitable Holdings, Inc. | +30,281 | +3.6% | 875,442 |
| JPMORGAN CHASE & CO | +21,924 | +60.9% | 57,942 |
| ALTFEST L J & CO INC | +10,519 | +1.3% | 831,674 |
| GOLDMAN SACHS GROUP INC | +9,511 | +6.8% | 149,164 |
| Crew Capital Management, Ltd | +9,018 | +27.5% | 41,831 |
| MML INVESTORS SERVICES, LLC | +4,346 | +12.7% | 38,614 |
| WOODARD & CO ASSET MANAGEMENT GROUP | +3,507 | +0.6% | 598,332 |
| COMMONWEALTH EQUITY SERVICES, LLC | +2,349 | +2.2% | 109,688 |
| Stewardship Advisors, LLC | +1,832 | +12.0% | 17,135 |
| NewEdge Advisors, LLC | +1,795 | +5.1% | 36,720 |
| EverSource Wealth Advisors, LLC | +926 | +37.8% | 3,378 |
| LVW Advisors, LLC | +850 | +15.5% | 6,346 |
| ENVESTNET ASSET MANAGEMENT INC | +365 | +0.9% | 41,281 |
| F/m Investments LLC | +360 | +3.1% | 11,980 |
| J.W. COLE ADVISORS, INC. | +143 | +1.0% | 14,441 |
| Valtinson Bruner Financial Planning | +24 | +0.5% | 5,305 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -70,247 | -13.0% | 468,060 |
| CITADEL ADVISORS LLC | -56,941 | -80.3% | 13,978 |
| Foguth Wealth Management, LLC. | -46,889 | -65.4% | 24,840 |
| Wealthcare Advisory Partners LLC | -38,552 | -60.3% | 25,346 |
| LPL Financial LLC | -27,367 | -12.4% | 192,642 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | -23,172 | -5.8% | 375,016 |
| TRUIST FINANCIAL CORP | -10,053 | -33.5% | 19,960 |
| STIFEL FINANCIAL CORP | -6,077 | -12.0% | 44,366 |
| UBS Group AG | -1,443 | -2.9% | 48,672 |
| Laird Norton Wetherby Trust Company | -1,398 | -22.0% | 4,953 |
| NICOLET BANKSHARES INC | -922 | -4.4% | 20,068 |
| Global View Capital Management LLC | -573 | -3.8% | 14,312 |
| OSAIC HOLDINGS, INC. | -500 | -45.5% | 600 |
| Empirical Asset Management, LLC | -345 | -2.1% | 15,792 |
| AE Wealth Management LLC | -300 | -73.9% | 106 |
| Cambridge Investment Research Advis | -68 | -1.2% | 5,800 |