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 67 institutions that hold shares in the stock, with a total of 3.68 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 |
|---|---|---|---|---|---|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
4,746
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 31.18%
|
|
|
F
|
May 14, 2025 Q1 2025 |
4,546
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brentview Investment Management LLC
Northfield, IL |
May 08, 2025 Q1 2025 |
4,000
shares
|
$0
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
3,920
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,700
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 825.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,416
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 74.75%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
3,200
shares
|
$0
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,905
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,559
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 178.89%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
767
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 36.23%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
552
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
183
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 40.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
105
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
100
shares
|
$0
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
22
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 91.2%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 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
|