Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / US TREASR 10 YR
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Number of holders
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38
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Total 13F shares, excl. options
-
3,601,542
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Shares change
-
+310,466
-
Total reported value, excl. options
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$158,082,633
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Value change
-
+$13,645,628
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Number of buys
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16
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Number of sells
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-19
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Price
-
$43.90
Significant Holders of RBB FD INC - US TREASR 10 YR (UTEN) as of Q2 2025
43 filings reported holding UTEN - RBB FD INC - US TREASR 10 YR as of Q2 2025.
RBB FD INC - US TREASR 10 YR (UTEN) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,601,542 shares
.
Largest 10 shareholders include ALTFEST L J & CO INC (1,058,660 shares), Equitable Holdings, Inc. (637,569 shares), WEALTHCARE CAPITAL MANAGEMENT LLC (407,647 shares), MORGAN STANLEY (290,689 shares), LPL Financial LLC (174,829 shares), MidWestOne Financial Group, Inc. (150,273 shares), Foguth Wealth Management, LLC. (117,276 shares), Signal Advisors Wealth, LLC (114,960 shares), COMMONWEALTH EQUITY SERVICES, LLC (104,013 shares), and Empirical Asset Management, LLC (98,073 shares).
This table shows the top 38 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.