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Disclosery

UTEN RBB FD INC

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US TREASR 10 YR (fund)

47 managers (47 13F filers) reported a position in UTEN shares at 2025-12-31, 3,636,563 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
47
13F filers
47
New
8
Added
18
Reduced
13
Sold out
1
Shares held by filers
3,636,563

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ALTFEST L J & CO INC1,002,268$44.2M4.83%+33,48713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.698,274$30.8M0.21%+22,87813F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC385,345$17M1.69%-25,65313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY370,114$16.3M<0.01%+35,04213F-HR/ATimelineGroup
LPL Financial LLC202,414$8.92M<0.01%+35,14313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC112,920$4.97M0.01%+1,84613F-HRTimeline
Foguth Wealth Management, LLC.105,388$4.64M0.72%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC84,684$3.73M<0.01%013F-HR/ATimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC58,760$2.59M0.04%+11,36013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP58,396$2.57M<0.01%+28,13813F-HRTimelineGroup
Farther Finance Advisors, LLC48,466$2.14M0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG46,704$2.06M<0.01%+14,66213F-HRTimelineGroup
NewEdge Advisors, LLC36,585$1.61M0.01%+1,74313F-HRTimeline
Crew Capital Management, Ltd32,100$1.41M0.89%+4,37613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,494$1.3M<0.01%+8,86413F-HRTimelineGroup
MIdWestOne Financial Group, Inc.25,050$1.1M0.12%-140,46513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,701$1.09M<0.01%+2,58813F-HRTimelineGroup
Sanctuary Advisors, LLC20,344$896K<0.01%-73713F-HRTimeline
Empirical Asset Management, LLC120,843$803K0.23%-12,25313F-HRTimeline
LVW Advisors, LLC18,209$802K0.08%+6,79413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,147$755K<0.01%+10,55513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,587$687K<0.01%-22,47913F-HRTimelineGroup
STAPP WEALTH MANAGEMENT, PLLC14,825$653K0.84%new13F-HRTimeline
Stewardship Advisors, LLC14,394$634K0.15%+1,13013F-HRTimeline
J.W. COLE ADVISORS, INC.14,159$624K0.02%+13513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …10,982$484K0.01%-76913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,686$471K0.01%-19,16813F-HRTimelineGroup
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…7,376$325K0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC7,309$322K0.02%-3,93513F-HRTimeline
F/m Investments LLC5,999$264K0.01%-2,61313F-HRTimeline
Cambridge Investment Research Advisors,…5,650$249K<0.01%013F-HRTimeline
VestGen Advisors, LLC5,488$242K0.01%013F-HRTimeline
HighPoint Advisor Group LLC5,261$232K0.01%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC5,259$232K0.07%-31913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,000$220K<0.01%-13,25613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,585$114K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,222$97.9K<0.01%-713F-HRTimelineGroup
Geneos Wealth Management Inc.2,000$88.1K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,252$55.2K<0.01%+40713F-HRTimelineGroup
Steward Partners Investment Advisory, L…972$42.8K<0.01%+29213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management547$24.1K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.300$13.2K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC277$12.2K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC106$4.67K<0.01%-2813F-HRTimeline
Aptus Capital Advisors, LLC87$3.83K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC32$1K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$94<0.01%013F-HRTimeline