Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US TREASR 10 YR
-
Total 13F shares
-
3,290,921
-
Share change
-
+445,938
-
Total reported value
-
$144,458,363
-
Price per share
-
$43.91
-
Number of holders
-
42
-
Value change
-
+$19,568,676
-
Number of buys
-
23
-
Number of sells
-
14
Institutional Holders of RBB FD INC - US TREASR 10 YR (UTEN) as of Q1 2025
As of 31 Mar 2025,
RBB FD INC - US TREASR 10 YR (UTEN) was held by
42 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,290,921 shares.
The largest 10 holders included
Equitable Holdings, Inc., ALTFEST L J & CO INC, WEALTHCARE CAPITAL MANAGEMENT LLC, MORGAN STANLEY, Foguth Wealth Management, LLC., Signal Advisors Wealth, LLC, LPL Financial LLC, COMMONWEALTH EQUITY SERVICES, LLC, Empirical Asset Management, LLC, and NewEdge Advisors, LLC.
This page lists
42
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.