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Disclosery

UTWO RBB FD INC

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US TREASY 2 YR (fund)

72 managers (73 13F filers) reported a position in UTWO shares at 2026-03-31, 4,215,309 shares in all. 14 filers opened a position and 7 filers sold out during the quarter.

Managers
72
13F filers
73
New
14
Added
27
Reduced
19
Sold out
7
Shares held by filers
4,215,309

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.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY1,292,630$62.4M<0.01%+255,02613F-HRTimelineGroup
LPL Financial LLC714,740$34.5M0.01%+13,88413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC217,850$10.5M<0.01%+77,82513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC191,945$9.27M<0.01%+9,14013F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC185,038$8.93M0.67%+26,18713F-HRTimeline
MML INVESTORS SERVICES, LLC174,138$8.41M0.02%-11,65213F-HRTimeline
UBS Group AGin group UBS Group AG149,161$7.2M<0.01%-35,23913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…131,392$6.34M0.02%new13F-HRTimeline
Luminist Capital LLC106,417$5.14M6.83%+9,10513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,682$4.57M<0.01%-6,29813F-HRTimelineGroup
NewEdge Advisors, LLC65,022$3.14M0.01%+1,26913F-HR/ATimeline
Janney Montgomery Scott LLC64,735$3.13M0.01%-6,62313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.59,113$2.85M1.87%+14,81813F-HRTimeline
Insight Wealth Partners, LLC58,908$2.84M1.15%new13F-HRTimeline
EP Wealth Advisors, LLC58,388$2.82M0.01%+70213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.48,496$2.34M0.03%+37,87213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,202$2.09M<0.01%+33,35113F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …38,133$1.84M0.04%+1,47913F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.35,717$1.72M0.07%+5,43713F-HRTimeline
4WEALTH ADVISORS, INC.30,641$1.48M1.26%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,573$1.48M<0.01%+3,75913F-HRTimeline
KPP Advisory Services LLC28,869$1.39M0.2%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,016$1.3M<0.01%+12,01613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC24,531$1.18M0.03%-84413F-HR/ATimeline
Private Advisor Group, LLC23,247$1.12M0.01%-2,15613F-HRTimeline
HighPoint Advisor Group LLC22,358$1.08M0.05%+8,40013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN22,074$1.07M<0.01%+9,74913F-HR/ATimelineGroup
IFP Advisors, Inc21,808$1.05M0.02%+1,28613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20,451$987K0.03%+10,18813F-HRTimelineGroup
Curran Financial Partners, LLC19,198$927K0.17%-4,58013F-HRTimeline
WealthBridge Capital Management, LLC16,562$800K0.18%-67213F-HRTimeline
Empirical Asset Management, LLC15,105$729K0.19%-3813F-HRTimeline
LVW Advisors, LLC13,930$673K0.07%-1,91713F-HRTimeline
CoreCap Advisors, LLC13,279$641K0.02%+2,87113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC13,102$632K<0.01%-14,49213F-HRTimelineGroup
Stewardship Advisors, LLC11,089$535K0.12%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,014$435K0.02%+77813F-HRTimelineGroup
Kovack Advisors, Inc.7,905$382K0.02%-3,54613F-HRTimeline
Cetera Investment Advisers7,557$365K<0.01%-17113F-HRTimeline
Weaver Consulting Group7,250$350K0.08%-3,00013F-HRTimeline
Cambridge Investment Research Advisors,…6,851$331K<0.01%+10213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,750$278K<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,540$269K<0.01%+41513F-HRTimelineGroup
F/m Investments LLC5,545$268K0.02%-49,39013F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV5,175$250K0.24%-25013F-HRTimeline
Independent Advisor Alliance5,028$243K<0.01%new13F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC5,004$242K0.16%-11713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,921$238K<0.01%new13F-HRTimelineGroup
BCS Private Wealth Management, Inc.4,700$227K0.07%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,500$217K<0.01%+3,10013F-HRTimelineGroup
Kraft, Davis & Associates, LLC4,480$216K0.05%-42,54113F-HRTimeline
RFG Advisory, LLC4,306$208K<0.01%new13F-HRTimeline
Maridea Wealth Management LLC4,257$206K0.03%new13F-HRTimeline
Crews Bank & Trust4,130$199K0.03%-21013F-HRTimeline
Brentview Investment Management LLC4,000$193K0.08%013F-HRTimeline
CENTRAL TRUST Co3,400$164K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,550$123K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,020$97.5K<0.01%+33713F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,434$69.2K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,394$67.3K<0.01%013F-HRTimelineGroup
West Branch Capital LLC569$27.5K0.01%+613F-HRTimeline
PRIVATE TRUST CO NA500$24.1K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC455$22K<0.01%+38913F-HRTimelineGroup
Advisory Services Network, LLC381$18.4K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…250$12.1K<0.01%new13F-HRTimelineGroup
Allworth Financial LP183$8.84K<0.01%013F-HRTimeline
Sankala Group LLC152$7.34K0.01%013F-HRTimeline
Longview Financial Advisors, Inc.119$5.75K<0.01%new13F-HRTimeline
Front Row Advisors LLC100$4.84K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC99$4.78K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.2$103<0.01%013F-HRTimeline
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline