F/M US TREASURY 2 YEAR NOTE UTWO
$48.01
+0.1% 52w: $46.55 – $48.06
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data46.5547.3048.06
Jun 20, 2025 Jul 2, 2026
Institutional holders
72
+5 QoQ
13F value
$203.2M
+15.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$15K calls / — puts
Institutional value by quarter
Number of holders
Who owns UTWO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 1.3M | $62.4M | 0.0% | +24.6% |
| LPL Financial LLC | Bank broker | 714.7K | $34.5M | 0.0% | +2.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 217.8K | $10.5M | 0.0% | +55.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 191.9K | $9.3M | 0.0% | +5.0% |
| 49 WEALTH MANAGEMENT, LLC | Wealth advisor | 185.0K | $8.9M | 0.7% | +16.5% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 174.1K | $8.4M | 0.0% | -6.3% |
| UBS Group AG | Bank broker | 149.2K | $7.2M | 0.0% | -19.1% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 131.4K | $6.3M | 0.0% | New |
| Luminist Capital LLC | Wealth advisor | 106.4K | $5.1M | 6.9% | +9.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 94.7K | $4.6M | 0.0% | -6.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 65.0K | $3.1M | 0.0% | +2.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 64.7K | $3.1M | 0.0% | -9.3% |
| Marshall & Sterling Wealth Advisors Inc. | Wealth advisor | 59.1K | $2.9M | 1.9% | +33.5% |
| Insight Wealth Partners, LLC | Wealth advisor | 58.9K | $2.8M | 1.1% | New |
| EP Wealth Advisors, LLC | Wealth advisor | 58.4K | $2.8M | 0.0% | +1.2% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 48.5K | $2.3M | 0.0% | +356.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 43.2K | $2.1M | 0.0% | +338.6% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 38.1K | $1.8M | 0.0% | +4.0% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 35.7K | $1.7M | 0.1% | +18.0% |
| 4WEALTH ADVISORS, INC. | Wealth advisor | 30.6K | $1.5M | 1.3% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 30.6K | $1.5M | 0.0% | +14.0% |
| KPP Advisory Services LLC | Wealth advisor | 28.9K | $1.4M | 0.2% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 27.0K | $1.3M | 0.0% | +80.1% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 24.5K | $1.2M | 0.0% | -3.3% |
| Private Advisor Group, LLC | Wealth advisor | 23.2K | $1.1M | 0.0% | -8.5% |
| HighPoint Advisor Group LLC | Wealth advisor | 22.4K | $1.1M | 0.0% | +60.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 22.1K | $1.1M | 0.0% | +79.1% |
| IFP Advisors, Inc | Wealth advisor | 21.8K | $1.1M | 0.0% | +6.3% |
| Tower Research Capital LLC (TRC) | Market maker | 20.5K | $987K | 0.0% | +99.3% |
| Curran Financial Partners, LLC | Wealth advisor | 19.2K | $927K | 0.2% | -19.3% |
| WealthBridge Capital Management, LLC | Wealth advisor | 16.6K | $800K | 0.2% | -3.9% |
| Empirical Asset Management, LLC | Wealth advisor | 15.1K | $729K | 0.2% | -0.3% |
| LVW Advisors, LLC | Wealth advisor | 13.9K | $673K | 0.1% | -12.1% |
| CoreCap Advisors, LLC | Wealth advisor | 13.3K | $641K | 0.0% | +27.6% |
| Tidal Investments LLC | Diversified mechanical | 13.1K | $632K | 0.0% | -52.5% |
| Stewardship Advisors, LLC | Wealth advisor | 11.1K | $535K | 0.1% | Held |
| Ameritas Advisory Services, LLC | Wealth advisor | 9.0K | $435K | 0.0% | +9.4% |
| Kovack Advisors, Inc. | Other | 7.9K | $382K | 0.0% | -31.0% |
| Cetera Investment Advisers | Wealth advisor | 7.6K | $365K | 0.0% | -2.2% |
| Weaver Consulting Group | Wealth advisor | 7.3K | $350K | 0.1% | -29.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 6.9K | $331K | 0.0% | +1.5% |
| WBI INVESTMENTS, LLC | Quant stat arb | 6.1K | $296K | 0.1% | New |
| Cullen/Frost Bankers, Inc. | Diversified mechanical | 5.8K | $278K | 0.0% | Held |
| Equitable Holdings, Inc. | Wealth advisor | 5.5K | $269K | 0.0% | +8.1% |
| F/m Investments LLC | Other | 5.5K | $268K | 0.0% | -89.9% |
| FELL CAPITAL MANAGEMENT /ADV | Wealth advisor | 5.2K | $250K | 0.2% | -4.6% |
| Independent Advisor Alliance | Wealth advisor | 5.0K | $243K | 0.0% | New |
| PERSPECTIVE WEALTH ADVISORS LLC | Wealth advisor | 5.0K | $242K | 0.2% | -2.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 4.9K | $238K | 0.0% | New |
| BCS Private Wealth Management, Inc. | Other | 4.7K | $227K | 0.1% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.