UTRE RBB FD INC
FollowUS TREAS 3 YR NT (fund)
12 managers (12 13F filers) reported a position in UTRE shares at 2026-03-31, 85,485 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 3
- Added
- 3
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 85,485
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Crew Capital Management, Ltd | 22,307 | $1.1M | 0.73% | +482 | 13F-HRTimeline |
| Curran Financial Partners, LLC | 18,690 | $925K | 0.17% | -4,541 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 17,032 | $843K | <0.01% | new | 13F-HRTimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 8,691 | $430K | <0.01% | new | 13F-HRTimelineGroup |
| F/m Investments LLC | 6,352 | $314K | 0.02% | +143 | 13F-HRTimeline |
| WealthPlan Investment Management, LLC | 5,060 | $250K | 0.01% | 0 | 13F-HRTimeline |
| PERSPECTIVE WEALTH ADVISORS LLC | 4,065 | $201K | 0.13% | +7 | 13F-HRTimeline |
| CENTRAL TRUST Co | 1,700 | $84.1K | <0.01% | 0 | 13F-HRTimeline |
| Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T… | 1,411 | $69.8K | <0.01% | -5,325 | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 174 | $8.61K | <0.01% | 0 | 13F-HRTimelineGroup |
| Advisory Services Network, LLC | 2 | $99 | <0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $49 | <0.01% | 0 | 13F-HRTimelineGroup |