Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / US TREASY 2 YR
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
3,117,049
-
Shares change
-
+317,008
-
Total reported value, excl. options
-
$150,370,155
-
Value change
-
+$15,221,860
-
Number of buys
-
27
-
Number of sells
-
-11
-
Price
-
$48.24
Significant Holders of RBB FD INC - US TREASY 2 YR (UTWO) as of Q2 2023
45 filings reported holding UTWO - RBB FD INC - US TREASY 2 YR as of Q2 2023.
RBB FD INC - US TREASY 2 YR (UTWO) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,117,049 shares
.
Largest 10 shareholders include Wealthquest Corp (874,326 shares), Boothe Investment Group, Inc. (608,688 shares), Private Advisor Group, LLC (464,865 shares), JANE STREET GROUP, LLC (350,977 shares), LPL Financial LLC (237,369 shares), Kestra Advisory Services, LLC (162,411 shares), Stratos Wealth Advisors, LLC (102,976 shares), Empirical Asset Management, LLC (83,374 shares), WBI INVESTMENTS, INC. (33,458 shares), and NewEdge Advisors, LLC (22,696 shares).
This table shows the top 40 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.