Institutional Ownership Rbb Fd Inc Us Treas 2 Yr Nt Et (UTWO)
This table provides information about the institutional ownership of Rbb Fd Inc Us Treas 2 Yr Nt Et (UTWO). We have compiled data on the 66 institutions that hold shares in the stock, with a total of 4.07 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 |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
775,065
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
657,666
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 50.66%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
478,596
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 47.28%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
402,270
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
359,871
shares
|
$0
0.03% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
149,429
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.02%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
99,669
shares
|
$0
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
96,733
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 116.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
76,407
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 153.63%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
76,372
shares
|
$0
0.61% of portfolio
|
Q3 2024
Added 19.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
74,214
shares
|
$0
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
74,165
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 17.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
65,515
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 15.42%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
61,834
shares
|
$0
0.89% of portfolio
|
Q3 2024
Reduced 9.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
60,000
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
51,097
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 60.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
36,832
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
34,105
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 375.66%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
26,737
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 44.5%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
24,067
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 65.22%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
21,939
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
21,922
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
20,618
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,089
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,929
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 52.16%
|