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Disclosery

UTEN RBB FD INC

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US TREASR 10 YR (fund)

43 managers (43 13F filers) reported a position in UTEN shares at 2025-03-31, 3,290,921 shares in all. 11 filers opened a position and 2 filers sold out during the quarter.

Managers
43
13F filers
43
New
11
Added
12
Reduced
12
Sold out
2
Shares held by filers
3,290,921

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.761,640$33.4M0.32%+19,78413F-HRTimelineGroup
ALTFEST L J & CO INC645,388$28.3M3.55%+188,69213F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC484,900$21.3M2.16%-1,34713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY257,745$11.3M<0.01%+93,69013F-HRTimelineGroup
Foguth Wealth Management, LLC.202,561$8.89M2.16%-67813F-HRTimeline
Signal Advisors Wealth, LLC193,828$8.51M0.83%+74,56113F-HRTimeline
LPL Financial LLC165,029$7.25M<0.01%+32,34913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC106,415$4.67M0.01%-15,14213F-HRTimeline
Empirical Asset Management, LLC93,763$4.12M1.4%+13,37113F-HRTimeline
NewEdge Advisors, LLC84,466$3.71M0.02%+45,64213F-HRTimeline
Kraft, Davis & Associates, LLC60,962$2.64M0.85%+36,68013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC26,418$1.16M0.02%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG24,534$1.08M<0.01%-7,07013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,817$958K<0.01%new13F-HR/ATimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC19,029$835K0.05%-10,52513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,103$707K<0.01%-1,83413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,829$651K0.02%+26513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.12,243$538K0.02%+3,11213F-HRTimeline
FLOW TRADERS U.S. LLC12,017$528K0.02%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,149$446K<0.01%-21,10413F-HRTimelineGroup
Atria Wealth Solutions, Inc.10,095$443K0.01%-27513F-HRTimeline
F/m Investments LLC9,145$402K0.02%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,087$311K<0.01%-14,06213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,907$303K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,650$248K<0.01%013F-HRTimeline
Valtinson Bruner Financial Planning LLC5,542$243K0.08%+413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,498$241K<0.01%new13F-HR/ATimelineGroup
VestGen Advisors, LLC5,488$241K0.01%13F-HRTimeline
Crew Capital Management, Ltd5,239$230K0.19%new13F-HRTimeline
Cetera Investment Advisers5,230$230K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,051$222K<0.01%-4,96213F-HRTimelineGroup
Geneos Wealth Management Inc.2,000$87.8K<0.01%+1,00013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,577$69.2K<0.01%-6613F-HRTimelineGroup
Realta Investment Advisors750$32.9K0.02%new13F-HRTimeline
Steward Partners Investment Advisory, L…680$29.9K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …471$20.7K<0.01%13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA397$17K<0.01%new13F-HR/ATimelineGroup
AE Wealth Management LLC156$6.85K<0.01%-61,37513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN68$2.99K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC32$1K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO20$878<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$92<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.