UFIV

US Treasury 5 Year Note ETF
$48.98-0.17 (-0.35%)Financial ServicesNASDAQ

Institutional Holders

35

as of Q4 2025

Total Shares Held

1.0956953450005247e+174B

Total Value

$5.395538652363e+92T

% of Float

—

Price History

$47.42$48.07$48.72$49.37$50.02Aug 24May 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Foguth Wealth Management, LLC.109,569$5.4M0.84%Share
2L & S Advisors Inc5,345,000$5.4M0.50%Share
3L & S Advisors Inc5,247,000$5.2M0.48%Share
4Janney Montgomery Scott LLC67,753$3.0M0.01%Share
5L & S Advisors Inc2,697,000$2.7M0.25%Share
6CENTRAL TRUST Co45,130$2.2M0.04%Share
7RAYMOND JAMES FINANCIAL INC43,889$2.0M0.00%Share
8Kohmann Bosshard Financial Services, LLC2,000,000$2.0M0.18%Share
9L & S Advisors Inc1,649,000$1.7M0.15%Share
10L & S Advisors Inc1,226,000$1.2M0.11%Share
11L & S Advisors Inc1,192,000$1.2M0.11%Share
12Crew Capital Management, Ltd23,011$1.1M0.71%Share
13CITADEL ADVISORS LLC37,017$1.0M0.00%Share
14Tower Research Capital LLC (TRC)25,513$1.0M0.02%Share
15F/m Investments LLC18,657$919K0.03%Share
16L & S Advisors Inc840,000$837K0.08%Share
17L & S Advisors Inc707,000$705K0.07%Share
18L & S Advisors Inc660,000$651K0.06%Share
19L & S Advisors Inc565,000$558K0.05%Share
20L & S Advisors Inc525,000$518K0.05%Share
21L & S Advisors Inc516,000$508K0.05%Share
22L & S Advisors Inc475,000$472K0.04%Share
23Spectrum Financial Alliance Ltd LLC7,908$389K0.08%Share
24L & S Advisors Inc383,000$381K0.04%Share
25Valtinson Bruner Financial Planning LLC4,527$223K0.06%Share
26KELLEHER FINANCIAL ADVISORS100,000$100K0.02%Share
27CENTRAL TRUST Co550$27K0.00%Share
28RAYMOND JAMES FINANCIAL INC407$00.00%Share
29Kohmann Bosshard Financial Services, LLC28,000$00.00%Share
30Kohmann Bosshard Financial Services, LLC37,000$00.00%Share
31Kohmann Bosshard Financial Services, LLC383,000$00.00%Share
32DHJJ Financial Advisors, Ltd.5$00.00%Share
33MORGAN STANLEY1$00.00%Share
34THOROUGHBRED FINANCIAL SERVICES, LLC14,446$00.00%Share
35OSAIC HOLDINGS, INC.468$00.00%Share