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Disclosery

UTEN RBB FD INC

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US TREASR 10 YR (fund)

33 managers (33 13F filers) reported a position in UTEN shares at 2024-12-31, 2,839,650 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
33
13F filers
33
New
5
Added
9
Reduced
13
Sold out
8
Shares held by filers
2,839,650

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.741,856$31.6M0.3%+166,38913F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC486,247$20.7M2.09%+74,53313F-HRTimeline
ALTFEST L J & CO INC456,696$19.4M2.48%-9113F-HRTimeline
Foguth Wealth Management, LLC.203,239$8.64M2.26%+83,70913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY164,055$6.99M<0.01%+21,02413F-HR/ATimelineGroup
LPL Financial LLC132,680$5.65M<0.01%-33,05913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC121,557$5.18M0.01%+17,59113F-HRTimeline
Signal Advisors Wealth, LLC119,267$5.08M0.57%-40113F-HRTimeline
Empirical Asset Management, LLC80,392$3.42M1.14%+4,61213F-HRTimeline
AE Wealth Management LLC61,531$2.62M0.02%+5,51013F-HRTimeline
NewEdge Advisors, LLC38,824$1.65M0.01%+30,88413F-HRTimeline
UBS Group AGin group UBS Group AG31,604$1.35M<0.01%+9,52913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC31,253$1.33M<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC29,554$1.26M0.08%-5,77613F-HRTimeline
Kraft, Davis & Associates, LLC24,282$1.03M0.29%-19,89613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,149$901K<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,937$764K<0.01%13F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,564$620K0.02%-5,21613F-HRTimelineGroup
Atria Wealth Solutions, Inc.10,370$442K<0.01%-31913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,013$426K<0.01%-1,53413F-HRTimelineGroup
F/m Investments LLC9,145$389K0.01%-85,14213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…9,132$389K0.06%-10,53613F-HRTimeline
J.W. COLE ADVISORS, INC.9,131$389K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…5,650$241K<0.01%013F-HRTimeline
Valtinson Bruner Financial Planning LLC5,538$236K0.08%-14,48213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,643$70K<0.01%-13713F-HRTimelineGroup
Geneos Wealth Management Inc.1,000$42.6K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…680$29K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …626$26.7K0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC32$1K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$89<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$43<0.01%-2513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.