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Disclosery

UTWO RBB FD INC

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US TREASY 2 YR (fund)

61 managers (61 13F filers) reported a position in UTWO shares at 2025-06-30, 3,158,276 shares in all. 6 filers opened a position and 15 filers sold out during the quarter.

Managers
61
13F filers
61
New
6
Added
27
Reduced
12
Sold out
15
Shares held by filers
3,158,276

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY814,798$39.6M<0.01%+88,08213F-HRTimelineGroup
LPL Financial LLC702,899$34.1M0.01%+11,30513F-HRTimeline
49 WEALTH MANAGEMENT, LLC141,258$6.86M0.73%+1,08313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC134,994$6.55M<0.01%+11,02513F-HRTimelineGroup
Central Pacific Bank - Trust Division130,648$6.34M0.81%+13413F-HRTimeline
Janney Montgomery Scott LLC120,333$5.84M0.02%-1,99713F-HRTimeline
UBS Group AGin group UBS Group AG106,335$5.16M<0.01%+38,32213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC100,903$4.9M<0.01%-4,19413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC99,957$4.85M0.01%+11,00613F-HRTimeline
Empirical Asset Management, LLC92,846$4.51M1.39%+3,47113F-HRTimeline
F/m Investments LLC71,547$3.47M0.13%+67,00113F-HRTimeline
NewEdge Advisors, LLC65,614$3.18M0.02%+88913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP58,937$2.86M<0.01%+6,45313F-HRTimelineGroup
EP Wealth Advisors, LLC51,601$2.5M0.02%+2,28813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.43,771$2.12M1.44%+4,23413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC40,027$1.94M<0.01%-373,68713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …35,122$1.7M0.04%+2,26313F-HRTimelineGroup
IFP Advisors, Inc30,965$1.5M0.04%+8,43213F-HRTimeline
INTEGRITY ALLIANCE, LLC.28,530$1.38M0.08%+2,24513F-HRTimeline
Private Advisor Group, LLC27,171$1.32M0.01%+3,65613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,582$1.24M0.03%+15,97613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,000$971K<0.01%+14,93513F-HRTimelineGroup
Weaver Consulting Group17,201$835K0.23%013F-HRTimeline
Curran Financial Partners, LLC16,287$791K0.17%+4,55213F-HRTimeline
WealthBridge Capital Management, LLC16,075$780K0.2%+70013F-HRTimeline
Heck Capital Advisors, LLC15,389$747K0.06%-22013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,633$565K0.01%+13413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,550$512K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co9,825$477K0.01%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,805$427K0.03%-1,57513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.8,057$391K0.01%new13F-HRTimelineGroup
Cetera Investment Advisers8,014$389K<0.01%-2,26113F-HRTimeline
Stewardship Advisors, LLC6,962$338K0.09%+1,65113F-HRTimeline
Cambridge Investment Research Advisors,…6,919$336K<0.01%-95413F-HRTimeline
J.W. COLE ADVISORS, INC.6,614$321K0.01%-11,83313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,750$279K<0.01%013F-HRTimelineGroup
Crews Bank & Trust5,575$271K0.04%013F-HRTimeline
O'ROURKE & COMPANY, Inc5,412$263K0.12%+2413F-HRTimeline
Financial Advocates Investment Manageme…5,400$262K0.02%-6,81613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,228$254K<0.01%-2413F-HRTimelineGroup
Revolve Wealth Partners, LLC4,902$238K0.03%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,874$237K<0.01%013F-HRTimelineGroup
BCS Private Wealth Management, Inc.4,700$228K0.09%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,500$218K<0.01%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,265$207K<0.01%-1,41113F-HRTimeline
Brentview Investment Management LLC4,000$194K0.1%013F-HRTimeline
Realta Investment Advisors3,920$190K0.08%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management3,200$155K0.02%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC2,667$129K<0.01%-23813F-HRTimeline
COMERICA BANK2,309$112K<0.01%+75013F-HRTimeline
Global Retirement Partners, LLC2,037$98.9K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,382$67.1K<0.01%+1,36013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA575$28K<0.01%new13F-HR/ATimelineGroup
West Branch Capital LLC552$26.8K0.01%+513F-HRTimeline
CoreCap Advisors, LLC364$17.7K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…200$9.71K<0.01%new13F-HRTimelineGroup
Allworth Financial LP183$8.88K<0.01%013F-HRTimeline
Front Row Advisors LLC100$4.85K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC10$485<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$103<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.