UTRE RBB FD INC
FollowUS TREAS 3 YR NT (fund)
9 managers (9 13F filers) reported a position in UTRE shares at 2025-12-31, 68,994 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 2
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 68,994
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Curran Financial Partners, LLC | 23,231 | $1.16M | 0.22% | +2,586 | 13F-HRTimeline |
| Crew Capital Management, Ltd | 21,825 | $1.09M | 0.68% | +3,137 | 13F-HRTimeline |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 6,736 | $336K | 0.01% | new | 13F-HRTimelineGroup |
| F/m Investments LLC | 6,209 | $309K | 0.01% | 0 | 13F-HRTimeline |
| WealthPlan Investment Management, LLC | 5,060 | $252K | 0.02% | 0 | 13F-HRTimeline |
| PERSPECTIVE WEALTH ADVISORS LLC | 4,058 | $202K | 0.14% | 13F-HRTimeline | |
| CENTRAL TRUST Co | 1,700 | $84.7K | <0.01% | -5,000 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 174 | $8.67K | <0.01% | 0 | 13F-HRTimelineGroup |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $50 | <0.01% | 0 | 13F-HR/ATimelineGroup |