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Disclosery

UTWO RBB FD INC

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US TREASY 2 YR (fund)

68 managers (68 13F filers) reported a position in UTWO shares at 2025-03-31, 3,679,976 shares in all. 11 filers opened a position and 12 filers sold out during the quarter.

Managers
68
13F filers
68
New
11
Added
30
Reduced
17
Sold out
12
Shares held by filers
3,679,976

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY726,716$35.2M<0.01%+182,00613F-HRTimelineGroup
LPL Financial LLC691,594$33.5M0.01%-42213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC413,714$20.1M0.03%+29,57613F-HRTimeline
FLOW TRADERS U.S. LLC149,882$7.26M0.31%+35,87413F-HRTimeline
49 WEALTH MANAGEMENT, LLC140,175$6.79M0.82%+5,75913F-HRTimeline
Central Pacific Bank - Trust Division130,514$6.33M0.88%+91513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC123,969$6.01M<0.01%+4,61813F-HRTimelineGroup
Janney Montgomery Scott LLC122,330$5.93M0.02%-14,24213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC105,097$5.09M<0.01%+23,71013F-HRTimelineGroup
Empirical Asset Management, LLC89,375$4.33M1.48%+10,40613F-HRTimeline
MML INVESTORS SERVICES, LLC88,951$4.31M0.01%+20,64913F-HRTimeline
Sanctuary Advisors, LLC78,553$3.81M0.03%+2,11413F-HRTimeline
Atria Investments, Inc75,709$3.67M0.05%+78013F-HRTimeline
UBS Group AGin group UBS Group AG68,013$3.3M<0.01%-32713F-HRTimelineGroup
NewEdge Advisors, LLC64,725$3.14M0.02%-2,50513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP52,484$2.54M<0.01%-3,07213F-HRTimelineGroup
EP Wealth Advisors, LLC49,313$2.39M0.02%+12,40313F-HRTimeline
Mutual Advisors, LLC41,707$2.02M0.06%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.39,537$1.92M1.3%+38,67913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …32,859$1.59M0.04%+4,02213F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.26,285$1.27M0.05%new13F-HRTimeline
SFG Wealth Management, LLC.25,473$1.23M0.6%new13F-HRTimeline
Private Advisor Group, LLC23,515$1.14M0.01%+24213F-HRTimeline
IFP Advisors, Inc22,533$1.09M0.03%-3,65613F-HRTimeline
Kraft, Davis & Associates, LLC22,088$1.07M0.35%-44,79613F-HRTimeline
J.W. COLE ADVISORS, INC.18,447$894K0.03%new13F-HRTimeline
Weaver Consulting Group17,201$834K0.25%+2,00013F-HRTimeline
Heck Capital Advisors, LLC15,609$757K0.09%+2,72413F-HRTimeline
WealthBridge Capital Management, LLC15,375$745K0.21%+50013F-HRTimeline
Wealthquest Corp13,516$655K0.05%-786,55913F-HR/ATimeline
Financial Advocates Investment Manageme…12,216$592K0.04%+1,00613F-HRTimeline
Curran Financial Partners, LLC11,735$569K0.14%-1,00613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,499$557K0.02%-9113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,550$511K<0.01%013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC10,380$503K0.03%-4,25013F-HRTimeline
Cetera Investment Advisers10,275$498K<0.01%+5,04313F-HRTimeline
CENTRAL TRUST Co9,825$476K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,606$466K0.02%+4,72713F-HRTimeline
Cambridge Investment Research Advisors,…7,873$382K<0.01%-75713F-HRTimeline
Flagship Private Wealth, LLC6,890$334K0.16%013F-HRTimeline
TOWNSQUARE CAPITAL LLC6,621$321K<0.01%+82213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,750$279K<0.01%+2,25013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.5,676$275K<0.01%-20513F-HRTimeline
Crews Bank & Trust5,575$270K0.05%+1,90013F-HRTimeline
O'ROURKE & COMPANY, Inc5,388$261K0.13%+1713F-HRTimeline
Stewardship Advisors, LLC5,311$257K0.07%+1,03813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,252$255K<0.01%-5,34713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,065$246K<0.01%+36213F-HR/ATimelineGroup
Revolve Wealth Partners, LLC4,902$238K0.03%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,874$236K<0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,859$236K<0.01%+38713F-HRTimelineGroup
Spinnaker Investment Group, LLC4,834$234K0.05%-5,16213F-HRTimeline
Valtinson Bruner Financial Planning LLC4,746$230K0.08%-2,15013F-HRTimeline
F/m Investments LLC4,546$220K0.01%new13F-HRTimeline
Brentview Investment Management LLC4,000$194K0.1%new13F-HRTimeline
Realta Investment Advisors3,920$190K0.09%new13F-HRTimeline
PRIVATE TRUST CO NA3,700$179K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,416$164K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,905$141K<0.01%-12813F-HRTimeline
COMERICA BANK1,559$75.6K<0.01%+1,00013F-HRTimeline
West Branch Capital LLC547$26.5K0.01%+413F-HRTimeline
Allworth Financial LP183$8.87K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN105$5.09K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC100$4.85K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.22$1.07K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC10$485<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$102<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.