Institutional Ownership Rbb Fd Inc Us Treas 10 Yr Nt E (UTEN)
This table provides information about the institutional ownership of Rbb Fd Inc Us Treas 10 Yr Nt E (UTEN). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 3.25 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,650
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
5,542
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
5,498
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
5,488
shares
|
$0
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
5,239
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
5,230
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,051
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 49.56%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
2,000
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,577
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
750
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
680
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
626
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
471
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 71.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
397
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
156
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 99.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
68
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
32
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
2
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|