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Disclosery

UTWO RBB FD INC

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US TREASY 2 YR (fund)

67 managers (67 13F filers) reported a position in UTWO shares at 2025-12-31, 3,634,304 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
67
13F filers
67
New
11
Added
22
Reduced
25
Sold out
7
Shares held by filers
3,634,304

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.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,037,604$50.4M<0.01%+96,67613F-HR/ATimelineGroup
LPL Financial LLC700,856$34M0.01%-16,89213F-HRTimeline
MML INVESTORS SERVICES, LLC185,790$9.02M0.02%+22,84813F-HRTimeline
UBS Group AGin group UBS Group AG184,400$8.96M<0.01%+78,34813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC182,805$8.88M<0.01%+11,34913F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC158,851$7.71M0.63%+6,35713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC140,025$6.8M<0.01%+11,85013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,980$4.9M<0.01%+16,99513F-HRTimelineGroup
Luminist Capital LLC97,312$4.73M5.82%+3,92613F-HRTimeline
Janney Montgomery Scott LLC71,358$3.47M0.01%-7,57913F-HRTimeline
NewEdge Advisors, LLC63,753$3.1M0.01%-1,64413F-HRTimeline
EP Wealth Advisors, LLC57,686$2.8M0.01%13F-HRTimeline
F/m Investments LLC54,935$2.67M0.1%+49,26113F-HRTimeline
Kraft, Davis & Associates, LLC47,021$2.28M0.51%+1,24113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.44,295$2.15M1.42%-1,08913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …36,654$1.78M0.03%-1,74313F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.30,280$1.47M0.05%+1,60013F-HRTimeline
KPP Advisory Services LLC28,869$1.4M0.2%+93813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC27,594$1.34M0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC26,814$1.3M<0.01%-5,75813F-HRTimeline
Private Advisor Group, LLC25,403$1.23M0.01%-1,71413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,375$1.23M0.03%+4,87513F-HRTimeline
Curran Financial Partners, LLC23,778$1.15M0.22%+2,66113F-HRTimeline
IFP Advisors, Inc20,522$997K0.02%-16813F-HRTimeline
WealthBridge Capital Management, LLC17,234$837K0.19%+75913F-HRTimeline
LVW Advisors, LLC15,847$770K0.08%new13F-HRTimeline
Empirical Asset Management, LLC15,143$735K0.21%-13,51413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,000$728K<0.01%-5,00013F-HR/ATimelineGroup
HighPoint Advisor Group LLC13,958$678K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,325$599K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,261$596K<0.01%+11,68613F-HRTimelineGroup
Kovack Advisors, Inc.11,451$556K0.03%new13F-HR/ATimeline
Stewardship Advisors, LLC11,089$539K0.12%+51513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.10,624$516K0.01%-3,03613F-HRTimelineGroup
CoreCap Advisors, LLC10,408$505K0.02%+1,55613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,263$498K0.01%-17,93713F-HRTimelineGroup
Weaver Consulting Group10,250$498K0.12%-3,95113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,851$478K<0.01%-10,48013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,236$400K0.01%new13F-HRTimelineGroup
Cetera Investment Advisers7,728$375K<0.01%-28213F-HRTimeline
Cambridge Investment Research Advisors,…6,749$328K<0.01%-6613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,750$279K<0.01%013F-HRTimelineGroup
FELL CAPITAL MANAGEMENT /ADV5,425$263K0.26%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,125$249K<0.01%-10413F-HRTimelineGroup
PERSPECTIVE WEALTH ADVISORS LLC5,121$249K0.18%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,881$237K0.01%-85813F-HRTimeline
BCS Private Wealth Management, Inc.4,700$228K0.08%new13F-HRTimeline
O'ROURKE & COMPANY, Inc4,454$216K0.08%+1713F-HRTimeline
Savvy Advisors, Inc.4,359$212K0.01%new13F-HRTimeline
Crews Bank & Trust4,340$211K0.03%-2,27013F-HRTimeline
Brentview Investment Management LLC4,000$194K0.09%013F-HRTimeline
CENTRAL TRUST Co3,400$165K<0.01%-4,52513F-HRTimeline
Aptus Capital Advisors, LLC2,550$124K<0.01%-3913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,683$81.7K<0.01%+30013F-HRTimelineGroup
COMERICA BANK1,434$69.6K<0.01%-87513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,400$68K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,394$67.7K<0.01%-9,15613F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC669$32.5K0.01%new13F-HRTimeline
West Branch Capital LLC563$27.3K0.01%+613F-HRTimeline
Central Pacific Bank - Trust Division518$25.2K<0.01%-14,51813F-HRTimeline
Global Retirement Partners, LLC412$20K<0.01%-1,63313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC246$11.9K<0.01%new13F-HRTimelineGroup
Allworth Financial LP183$8.89K<0.01%013F-HRTimeline
Sankala Group LLC152$7.39K0.01%13F-HRTimeline
Front Row Advisors LLC100$4.86K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC66$3.2K<0.01%+4313F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$104<0.01%013F-HRTimeline