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Disclosery

UTEN RBB FD INC

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US TREASR 10 YR (fund)

54 managers (54 13F filers) reported a position in UTEN shares at 2026-06-30, 4,622,867 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
54
13F filers
54
New
12
Added
17
Reduced
16
Sold out
8
Shares held by filers
4,622,867

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Equitable Holdings, Inc.in group Equitable Holdings, Inc.875,442$37.8M0.23%+30,28113F-HRTimelineGroup
ALTFEST L J & CO INC831,674$35.9M3.48%+10,51913F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…598,332$25.8M3.73%+3,50713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY468,060$20.2M<0.01%-70,24713F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC375,016$16.2M1.54%-23,17213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC302,909$13.1M<0.01%+64,03813F-HRTimelineGroup
LPL Financial LLC192,642$8.32M<0.01%-27,36713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC149,164$6.44M<0.01%+9,51113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC109,688$4.74M0.01%+2,34913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC62,260$2.69M0.03%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO57,942$2.52M<0.01%+21,92413F-HRTimelineGroup
UBS Group AGin group UBS Group AG48,672$2.1M<0.01%-1,44313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP44,366$1.92M<0.01%-6,07713F-HRTimelineGroup
Crew Capital Management, Ltd41,831$1.81M0.99%+9,01813F-HRTimeline
FLOW TRADERS U.S. LLC41,810$1.81M0.07%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,281$1.78M<0.01%+36513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC38,614$1.67M<0.01%+4,34613F-HRTimeline
NewEdge Advisors, LLC36,720$1.59M<0.01%+1,79513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …25,346$1.09M0.02%-38,55213F-HRTimelineGroup
Foguth Wealth Management, LLC.24,840$1.06M0.12%-46,88913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20,761$897K0.02%new13F-HRTimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC20,068$867K0.03%-92213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,960$862K<0.01%-10,05313F-HRTimelineGroup
Sanctuary Advisors, LLC18,573$802K<0.01%013F-HRTimeline
Stewardship Advisors, LLC17,135$740K0.15%+1,83213F-HRTimeline
Empirical Asset Management, LLC15,792$682K0.15%-34513F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC14,825$640K0.84%013F-HRTimeline
J.W. COLE ADVISORS, INC.14,441$624K0.01%+14313F-HRTimeline
Global View Capital Management LLC14,312$618K0.13%-57313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,978$604K<0.01%-56,94113F-HRTimelineGroup
F/m Investments LLC11,980$518K0.03%+36013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC10,524$455K0.01%new13F-HRTimeline
Kovack Advisors, Inc.8,550$369K0.02%new13F-HRTimeline
Savvy Advisors, Inc.6,542$283K0.01%new13F-HRTimeline
LVW Advisors, LLC6,346$274K0.02%+85013F-HRTimeline
Cambridge Investment Research Advisors,…5,800$251K<0.01%-6813F-HR/ATimeline
Valtinson Bruner Financial Planning LLC5,305$229K0.06%+2413F-HRTimeline
HighPoint Advisor Group LLC5,261$227K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,177$224K<0.01%013F-HR/ATimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…4,953$214K<0.01%-1,39813F-HRTimelineGroup
Royal Fund Management, LLC4,667$202K0.02%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,378$146K<0.01%+92613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,300$100K<0.01%new13F-HRTimelineGroup
CX Institutional1,500$65K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC987$42.6K<0.01%new13F-HRTimeline
Bank of New Hampshire900$38.9K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…680$29.4K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.600$25.9K<0.01%-50013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management547$23.6K<0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.216$9.33K<0.01%new13F-HRTimeline
AE Wealth Management LLC106$4.58K<0.01%-30013F-HRTimeline
Aptus Capital Advisors, LLC87$3.76K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL5$216<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2$93<0.01%013F-HRTimeline