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US Treasury 5 Year Note ETF (UFIV) Institutional Ownership

US Treasury 5 Year Note ETF logo
$48.28 0.00 (0.00%)
As of 05/22/2026 12:57 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for US Treasury 5 Year Note ETF (NASDAQ:UFIV)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$677.25K
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$568.98K
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UFIV Institutional Buying and Selling by Quarter

US Treasury 5 Year Note ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/22/2026 Janney Montgomery Scott LLC78,289$3.82M0.0%+15.6%12.627%
2/11/2026 Janney Montgomery Scott LLC67,753$3.34M0.0%+4.2%10.112%
2/10/2026 Thoroughbred Financial Services LLC14,446$711K0.0%-22.1%2.156%
11/10/2025 Thoroughbred Financial Services LLC18,541$915K0.1%-19.1%3.197%
8/5/2025 Huntington National Bank2,467$121K0.0%+30.3%0.268%
7/17/2025 Janney Montgomery Scott LLC55,883$2.75M0.0%-5.2%6.074%
5/14/2025Flow Traders U.S. LLC39,056$1.91M0.1%+34.9%3.551%
4/17/2025Janney Montgomery Scott LLC58,946$2.88M0.0%+10.7%5.359%
2/12/2025Huntington National Bank1,943$93K0.0%N/A0.211%
1/17/2025Janney Montgomery Scott LLC53,232$2.55M0.0%N/A5.786%
11/14/2024Flow Traders U.S. LLC11,083$551K0.0%N/A2.015%


UFIV Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of US Treasury 5 Year Note ETF shares: Janney Montgomery Scott LLC ($3.82M), Flow Traders U.S. LLC ($1.91M), and Thoroughbred Financial Services LLC ($711K), Huntington National Bank ($121K).Learn more on US Treasury 5 Year Note ETF's institutional investors.

The following institutional investors have purchased US Treasury 5 Year Note ETF's stock in the last 24 months: Janney Montgomery Scott LLC ($72.22K), Flow Traders U.S. LLC ($21.19K), and Huntington National Bank ($2.52K).

Institutional investors have bought a total of 13,843 shares in the last 24 months. This purchase volume represents approximately $677.25K in transactions.

The following institutional investors have sold US Treasury 5 Year Note ETF stock in the last 24 months: Thoroughbred Financial Services LLC ($8.48K), and Janney Montgomery Scott LLC ($3.06K).

Institutional investors have sold a total of 11,545 shares in the last 24 months. This volume of shares sold represents approximately $568.98K in transactions.


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This page (NASDAQ:UFIV) was last updated on 5/25/2026 by MarketBeat.com Staff.
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