UTWY RBB FD INC
FollowUS TREAS 20YR BD (fund)
10 managers (10 13F filers) reported a position in UTWY shares at 2025-03-31, 156,228 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 3
- Added
- 2
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 156,228
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| AssuredPartners Investment Advisors, LLC | 67,533 | $3.03M | 0.58% | -19,925 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 30,688 | $1.38M | <0.01% | +24,272 | 13F-HRTimelineGroup |
| J.W. COLE ADVISORS, INC. | 27,493 | $1.23M | 0.04% | +2,990 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 14,725 | $660K | <0.01% | new | 13F-HR/ATimelineGroup |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO… | 8,554 | $383K | <0.01% | -50,837 | 13F-HRTimelineGroup |
| Valtinson Bruner Financial Planning LLC | 6,459 | $289K | 0.1% | -235 | 13F-HRTimeline |
| Realta Investment Advisors | 770 | $34.5K | 0.02% | new | 13F-HRTimeline |
| DHJJ Financial Advisors, Ltd. | 5 | $225 | <0.01% | new | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 1 | $45 | <0.01% | 0 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |