UTWY RBB FD INC

US TREAS 20YR BD (fund)

8 managers (8 13F filers) reported a position in UTWY shares at 2024-12-31, 184,506 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers: 8
13F filers: 8
New: 1
Added: 2
Reduced: 2
Sold out: 1
Shares held by filers: 184,506

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
AssuredPartners Investment Advisors, LLC	87,458	$3.8M	0.74%		13F-HR Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…	59,391	$2.58M	<0.01%	+43,128	13F-HR Timeline Group
J.W. COLE ADVISORS, INC.	24,503	$1.06M	0.04%	+1,631	13F-HR Timeline
Valtinson Bruner Financial Planning LLC	6,694	$291K	0.1%	-39,946	13F-HR Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	6,416	$279K	<0.01%	new	13F-HR Timeline Group
UBS Group AGin group UBS Group AG	43	$1.87K	<0.01%	-6	13F-HR Timeline Group
MORGAN STANLEYin group MORGAN STANLEY	1	$43	<0.01%	0	13F-HR/A Timeline Group
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0	0%	0	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.