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Disclosery

UTEN RBB FD INC

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US TREASR 10 YR (fund)

40 managers (40 13F filers) reported a position in UTEN shares at 2025-06-30, 3,621,197 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
40
13F filers
40
New
2
Added
15
Reduced
13
Sold out
5
Shares held by filers
3,621,197

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ALTFEST L J & CO INC1,058,660$46.5M5.48%+413,27213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.637,569$28M0.23%-124,07113F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC407,647$17.9M1.89%-77,25313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY290,689$12.8M<0.01%+32,94413F-HRTimelineGroup
LPL Financial LLC174,829$7.68M<0.01%+9,80013F-HRTimeline
MIdWestOne Financial Group, Inc.150,273$6.6M0.86%new13F-HRTimeline
Foguth Wealth Management, LLC.117,276$5.15M1.1%-85,28513F-HRTimeline
Signal Advisors Wealth, LLC114,960$5.05M0.39%-78,86813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC104,013$4.57M0.01%-2,40213F-HRTimeline
Empirical Asset Management, LLC98,073$4.31M1.33%+4,31013F-HRTimeline
NewEdge Advisors, LLC87,170$3.83M0.02%+2,70413F-HRTimeline
FLOW TRADERS U.S. LLC71,211$3.13M0.12%+59,19413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC57,580$2.53M<0.01%+52,08213F-HRTimelineGroup
Kraft, Davis & Associates, LLC36,486$1.58M0.43%-24,47613F-HRTimeline
UBS Group AGin group UBS Group AG30,921$1.36M<0.01%+6,38713F-HRTimelineGroup
Crew Capital Management, Ltd25,465$1.12M0.8%+20,22613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,100$970K<0.01%+15,01313F-HRTimelineGroup
Sanctuary Advisors, LLC19,655$863K0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP16,267$714K<0.01%+9,36013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC15,701$689K0.05%-3,32813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,791$605K<0.01%+3,64213F-HRTimelineGroup
J.W. COLE ADVISORS, INC.13,385$588K0.01%+1,14213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,594$553K0.01%-2,23513F-HRTimelineGroup
F/m Investments LLC7,316$321K0.01%-1,82913F-HRTimeline
Cambridge Investment Research Advisors,…5,650$248K<0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,639$248K<0.01%-16,17813F-HRTimelineGroup
Valtinson Bruner Financial Planning LLC5,555$244K0.08%+1313F-HRTimeline
VestGen Advisors, LLC5,488$241K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,904$215K<0.01%-14713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,267$187K<0.01%-11,83613F-HRTimelineGroup
Geneos Wealth Management Inc.2,000$87.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,482$65.1K<0.01%-9513F-HRTimelineGroup
Realta Investment Advisors750$32.9K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…680$29.9K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO504$22.1K<0.01%+48413F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …457$20.1K<0.01%13F-HRTimelineGroup
AE Wealth Management LLC156$6.85K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC32$1K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$93<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.