# RBB FD INC (UTHY)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UTHY/

- Reporting holders: 14
- Reported value: $11.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Janney Montgomery Scott LLC](https://holderbook.com/funds/1329948-janney-montgomery-scott-llc/) | $2.6M | 64,910 | 0.0% | 1 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $2.2M | 55,220 | 0.0% | 2 |
| [HB Wealth Management, LLC](https://holderbook.com/funds/1911253-hb-wealth-management-llc/) | $1.3M | 32,000 | 0.0% | 1 |
| [Burns Matteson Capital Management, LLC](https://holderbook.com/funds/1894164-burns-matteson-capital-management-llc/) | $1.3M | 31,343 | 0.4% | 1 |
| [Cetera Investment Advisers](https://holderbook.com/funds/1666741-cetera-investment-advisers/) | $1.0M | 24,646 | 0.0% | 10 |
| [BENJAMIN EDWARDS INC](https://holderbook.com/funds/1451623-benjamin-edwards-inc/) | $712.5K | 17,516 | 0.0% | 1 |
| [Valtinson Bruner Financial Planning LLC](https://holderbook.com/funds/1761450-valtinson-bruner-financial-planning-llc/) | $468.8K | 11,524 | 0.1% | 10 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $408.8K | 10,048 | 0.0% | 2 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $399.0K | 10,000 | 0.0% | 1 |
| [CHOREO, LLC](https://holderbook.com/funds/1679031-choreo-llc/) | $352.0K | 8,675 | 0.0% | 1 |
| [LVW Advisors, LLC](https://holderbook.com/funds/1576053-lvw-advisors-llc/) | $298.3K | 7,332 | 0.0% | 1 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $2.6K | 64 | 0.0% | 1 |
| [SIMPLEX TRADING, LLC](https://holderbook.com/funds/1488542-simplex-trading-llc/) | $81 | 2 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $41 | 1 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 14 | $11.1M |
| Q1 2026 | 12 | $7.1M |
| Q4 2025 | 7 | $3.2M |
| Q3 2025 | 6 | $3.0M |
| Q2 2025 | 9 | $3.1M |
| Q1 2025 | 7 | $3.5M |
| Q4 2024 | 8 | $6.5M |
| Q3 2024 | 7 | $7.8M |
| Q2 2024 | 5 | $19.0M |
| Q1 2024 | 6 | $9.8M |
| Q4 2023 | 4 | $1.9M |
| Q3 2023 | 1 | $8.0K |