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Disclosery

UTEN RBB FD INC

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US TREASR 10 YR (fund)

51 managers (51 13F filers) reported a position in UTEN shares at 2026-03-31, 4,704,324 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
51
13F filers
51
New
11
Added
22
Reduced
11
Sold out
6
Shares held by filers
4,704,324

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.845,161$37.2M0.24%+146,88713F-HRTimelineGroup
ALTFEST L J & CO INC821,155$35.8M3.83%-181,11313F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…594,825$25.9M4.15%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY538,307$23.5M<0.01%+168,19313F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC398,188$17.4M1.74%+12,84313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC238,871$10.4M<0.01%+221,72413F-HRTimelineGroup
LPL Financial LLC220,009$9.59M<0.01%+17,59513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC139,653$6.09M<0.01%+54,96913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC107,339$4.68M0.01%-5,58113F-HRTimeline
Foguth Wealth Management, LLC.71,729$3.1M0.36%-33,65913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC70,919$3.09M<0.01%+41,42513F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …63,898$2.79M0.05%+52,91613F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC62,260$2.71M0.04%+3,50013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,443$2.2M<0.01%-7,95313F-HRTimelineGroup
UBS Group AGin group UBS Group AG50,115$2.19M<0.01%+3,41113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,916$1.78M<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO36,018$1.57M<0.01%+34,76613F-HR/ATimelineGroup
NewEdge Advisors, LLC34,925$1.52M0.01%-1,66013F-HR/ATimeline
MML INVESTORS SERVICES, LLC34,268$1.49M<0.01%new13F-HRTimeline
Crew Capital Management, Ltd32,813$1.43M0.95%+71313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,013$1.31M<0.01%+5,31213F-HRTimelineGroup
Farther Finance Advisors, LLC28,024$1.22M0.01%-20,44213F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC20,990$915K0.03%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,529$851K<0.01%+3,94213F-HRTimelineGroup
Sanctuary Advisors, LLC18,573$810K<0.01%-1,77113F-HRTimeline
Empirical Asset Management, LLC16,137$704K0.19%-104,70613F-HRTimeline
Stewardship Advisors, LLC15,303$667K0.15%+90913F-HRTimeline
Global View Capital Management LLC14,885$649K0.17%new13F-HRTimeline
STAPP WEALTH MANAGEMENT, PLLC14,825$646K0.83%013F-HRTimeline
J.W. COLE ADVISORS, INC.14,298$623K0.02%+13913F-HRTimeline
F/m Investments LLC11,620$507K0.03%+5,62113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…6,351$277K0.01%-1,02513F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,868$256K<0.01%+21813F-HRTimeline
GTS SECURITIES LLC5,663$247K0.01%new13F-HRTimeline
LVW Advisors, LLC5,496$240K0.02%-12,71313F-HRTimeline
Valtinson Bruner Financial Planning LLC5,281$230K0.06%+2213F-HRTimeline
HighPoint Advisor Group LLC5,261$229K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,177$226K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,452$107K<0.01%+23013F-HR/ATimelineGroup
Geneos Wealth Management Inc.2,000$87.2K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,100$48K<0.01%+80013F-HRTimelineGroup
Steward Partners Investment Advisory, L…680$29.6K<0.01%-29213F-HRTimeline
Sound Income Strategies, LLC634$27.6K<0.01%new13F-HRTimeline
Realta Investment Advisors550$24K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management547$23.9K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC441$19.2K<0.01%new13F-HRTimeline
AE Wealth Management LLC406$17.7K<0.01%+30013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN287$12.5K<0.01%new13F-HR/ATimelineGroup
Aptus Capital Advisors, LLC87$3.79K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC32$1.4K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$93<0.01%013F-HRTimeline