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Disclosery

UTEN RBB FD INC

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US TREASR 10 YR (fund)

39 managers (39 13F filers) reported a position in UTEN shares at 2025-09-30, 3,522,558 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
39
13F filers
39
New
6
Added
20
Reduced
6
Sold out
5
Shares held by filers
3,522,558

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 INC968,781$42.8M4.78%-89,87913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.675,396$29.9M0.22%+37,82713F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC410,998$18.2M1.85%+3,35113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY335,072$14.8M<0.01%+44,38313F-HR/ATimelineGroup
LPL Financial LLC167,271$7.4M<0.01%-7,55813F-HRTimeline
MIdWestOne Financial Group, Inc.165,515$7.32M0.89%+15,24213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC111,074$4.91M0.01%+7,06113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC84,684$3.74M<0.01%+27,10413F-HRTimelineGroup
Farther Finance Advisors, LLC48,466$2.14M0.03%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC47,400$2.1M0.04%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,066$1.68M<0.01%+32,42713F-HRTimelineGroup
NewEdge Advisors, LLC34,842$1.54M0.01%-52,32813F-HRTimeline
UBS Group AGin group UBS Group AG32,042$1.42M<0.01%+1,12113F-HRTimelineGroup
Empirical Asset Management, LLC133,096$1.35M0.37%+35,02313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,258$1.34M<0.01%+13,99113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29,854$1.32M0.04%new13F-HRTimelineGroup
Crew Capital Management, Ltd27,724$1.23M0.82%+2,25913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,113$978K<0.01%+1313F-HRTimelineGroup
Sanctuary Advisors, LLC21,081$932K0.01%+1,42613F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,630$912K<0.01%+6,83913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,256$807K<0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.14,024$620K0.01%+63913F-HRTimeline
Stewardship Advisors, LLC13,264$587K0.14%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,751$520K0.01%-84313F-HRTimelineGroup
LVW Advisors, LLC11,415$505K0.05%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,244$497K0.03%-4,45713F-HRTimeline
F/m Investments LLC8,612$381K0.01%+1,29613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,592$291K<0.01%+2,32513F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,650$250K<0.01%013F-HRTimeline
Valtinson Bruner Financial Planning LLC5,578$247K0.07%+2313F-HRTimeline
VestGen Advisors, LLC5,488$243K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,229$98.6K<0.01%+74713F-HRTimelineGroup
Geneos Wealth Management Inc.2,000$88.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO845$37.4K<0.01%+34113F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…680$30.1K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …399$17.6K<0.01%13F-HRTimelineGroup
AE Wealth Management LLC134$5.92K<0.01%-2213F-HRTimeline
CWM, LLCin group CWM, LLC32$1K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$94<0.01%013F-HRTimeline