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Disclosery

UTWO RBB FD INC

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US TREASY 2 YR (fund)

78 managers (78 13F filers) reported a position in UTWO shares at 2026-06-30, 5,739,748 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
78
13F filers
78
New
11
Added
20
Reduced
26
Sold out
10
Shares held by filers
5,739,748

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY1,573,368$75.5M<0.01%+280,73813F-HRTimelineGroup
Hapanowicz & Associates Financial Servi…740,232$35.5M11.04%new13F-HRTimeline
LPL Financial LLC692,082$33.2M0.01%-22,65813F-HRTimeline
Odyssey Group, LLC438,675$21M5.7%13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC285,251$13.7M0.03%+272,14913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC264,427$12.7M<0.01%+46,57713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC215,713$10.3M<0.01%+23,76813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC213,685$10.2M0.02%+39,54713F-HRTimeline
Federation des caisses Desjardins du Qu…124,771$5.98M0.02%-6,62113F-HRTimeline
Luminist Capital LLC116,753$5.6M6.29%+10,33613F-HRTimeline
UBS Group AGin group UBS Group AG90,673$4.35M<0.01%-58,48813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP86,607$4.15M<0.01%-8,07513F-HRTimelineGroup
Insight Wealth Partners, LLC73,213$3.51M0.47%+14,30513F-HRTimeline
Janney Montgomery Scott LLC63,579$3.05M0.01%-1,15613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.59,825$2.87M1.7%+71213F-HRTimeline
NewEdge Advisors, LLC55,680$2.67M0.01%-9,34213F-HRTimeline
EP Wealth Advisors, LLC53,992$2.59M0.01%-4,39613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …44,237$2.12M0.04%+6,10413F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.43,072$2.07M0.02%-5,42413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN42,591$2.04M<0.01%+20,51713F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.37,227$1.79M0.06%+1,51013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,534$1.42M<0.01%-1,03913F-HRTimeline
KPP Advisory Services LLC28,869$1.38M0.18%013F-HRTimeline
4WEALTH ADVISORS, INC.23,408$1.12M0.86%-7,23313F-HRTimeline
IFP Advisors, Inc21,814$1.05M0.02%+613F-HRTimeline
Weaver Consulting Group21,200$1.02M0.21%+13,95013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC20,031$961K0.02%-4,50013F-HRTimeline
Curran Financial Partners, LLC18,461$885K0.13%-73713F-HRTimeline
HighPoint Advisor Group LLC17,182$824K0.03%-5,17613F-HRTimeline
CoreCap Advisors, LLC16,908$811K0.02%+3,62913F-HRTimeline
WealthBridge Capital Management, LLC16,562$794K0.16%013F-HRTimeline
49 WEALTH MANAGEMENT, LLC16,284$781K0.15%-168,75413F-HR/ATimeline
ALONGSIDE, LLC16,284$781K0.15%13F-HRTimeline
Empirical Asset Management, LLC14,912$715K0.16%-19313F-HRTimeline
Private Advisor Group, LLC14,583$699K<0.01%-8,66413F-HRTimeline
Stewardship Advisors, LLC13,174$632K0.13%+2,08513F-HRTimeline
LVW Advisors, LLC11,591$556K0.05%-2,33913F-HRTimeline
Cetera Investment Advisers9,737$467K<0.01%+2,18013F-HRTimeline
Cambridge Investment Research Advisors,…9,452$453K<0.01%+2,60113F-HR/ATimeline
Kovack Advisors, Inc.7,793$374K0.02%-11213F-HRTimeline
Proactive Wealth Strategies LLC7,416$356K0.06%new13F-HRTimeline
Royal Fund Management, LLC6,268$301K0.03%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,750$276K<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,568$267K<0.01%+2813F-HRTimelineGroup
Crew Capital Management, Ltd5,433$261K0.14%new13F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV5,175$248K0.21%013F-HRTimeline
F/m Investments LLC5,147$247K0.01%-39813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,938$237K<0.01%+1713F-HRTimelineGroup
Arax Advisory Partners4,895$235K<0.01%new13F-HRTimeline
BCS Private Wealth Management, Inc.4,700$225K0.07%013F-HRTimeline
Kraft, Davis & Associates, LLC4,480$215K0.04%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC4,266$205K0.05%-1,85813F-HRTimelineGroup
Maridea Wealth Management LLC4,187$201K0.02%-7013F-HRTimeline
Crews Bank & Trust4,025$193K0.03%-10513F-HRTimeline
Brentview Investment Management LLC4,000$192K0.08%013F-HRTimeline
CENTRAL TRUST Co3,400$163K<0.01%013F-HRTimeline
Harborfront Financial Group LLC2,840$136K0.51%13F-HRTimeline
Aptus Capital Advisors, LLC2,550$122K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,020$96.9K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,434$68.8K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,394$66.9K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC1,246$59.8K<0.01%new13F-HRTimeline
CX Institutional1,011$48K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP862$41.5K<0.01%new13F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management836$40.1K0.01%new13F-HRTimelineGroup
West Branch Capital LLC573$27.5K0.01%+413F-HRTimeline
PRIVATE TRUST CO NA500$24K<0.01%013F-HRTimeline
Global Retirement Partners, LLC412$19.8K<0.01%13F-HRTimeline
Allied Private Wealth LLC200$9.61K0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC200$9.59K<0.01%new13F-HRTimeline
Allworth Financial LP183$8.78K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…151$7.24K<0.01%-9913F-HRTimelineGroup
Front Row Advisors LLC100$4.79K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC84$4.03K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC45$2.14K<0.01%-41013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…24$1.15K<0.01%-8,99013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$103<0.01%013F-HRTimeline
Sankala Group LLC1$48<0.01%-15113F-HRTimeline