F/m US Treasury 5 Year Note
$47.56+0.1%
+$1.3M
Net Activity
-10.82% total shares
Institutions Holding
18
Popularity Rank
#8651
Avg Weight
0.07%
Total Value
$15.4M
18 institutions currently hold UFIV, with 9 net buyers and 10 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
10
Net Buying Institutions
9
Top 5 by Value
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Across its top 18 institutional holders, UFIV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 33/100).
UFIV ranks #8651 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
18 institutions disclose a position in UFIV, but none treat it as a major bet — even Crew Capital Management, Ltd, its most concentrated holder, allocates just 0.8% of its own portfolio to it.
Thoroughbred Financial Services, LLC has trimmed its UFIV position for two straight quarters, cutting it by $459.0K while still holding $252.0K.
UFIV is up 0.1% today, and institutions have been net buyers of $1.3M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$1.7M
Total Buy Value
$12.1M
Total Sell Value
9
Net Buyers
10
Net Sellers
UFIV
Q2 2026
Top 5 Institutional Movers
-$3.2M
-$2.3M
+$1.9M
+$460.5K
+$416.6K
UFIV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
74933W510
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,112
Total reported value
$279.5B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,110
Total reported value
$712.5B
Held by 4110 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,088
Total reported value
$390.2B
Held by 4088 institutions — one of the most-tracked stocks on AlphaSMO
Access UFIV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/UFIVCLI
npx alphasmo stocks get UFIVFull API & MCP documentation →