RBB FD INC (UTHY)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
13
Reporting holders
$7.3M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | $1.3M | 32,000 | 0.01% | new | NEW |
| Burns Matteson Capital Management, LLC | $1.3M | 31,343 | 0.40% | new | NEW |
| CITADEL ADVISORS LLC | $1.1M | 27,610 | 0.00% | 2q | +2.5%+$26.9K |
| Cetera Investment Advisers | $1.0M | 24,646 | 0.00% | 10q | +16.8%+$144.5K |
| BENJAMIN EDWARDS INC | $712.5K | 17,516 | 0.01% | new | NEW |
| Valtinson Bruner Financial Planning LLC | $468.8K | 11,524 | 0.12% | 10q | -13.0%-$70.2K |
| JANE STREET GROUP, LLC | $408.8K | 10,048 | 0.00% | 2q | -22.8%-$120.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $399.0K | 10,000 | 0.00% | new | NEW |
| CHOREO, LLC | $352.0K | 8,675 | 0.00% | new | NEW |
| LVW Advisors, LLC | $298.3K | 7,332 | 0.03% | new | NEW |
| Janney Montgomery Scott LLC | $2.6K | 64,910 | 0.01% | new | NEW |
| Steward Partners Investment Advisory, LLC | $2.6K | 64 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $81 | 2 | 0.00% | new | NEW |
| MORGAN STANLEY | $41 | 1 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 13 | $7.3M | 180,761 | 8 | 2 | 2 | 0.0% |
| Q1 2026 | 10 | $6.6M | 162,582 | 4 | 4 | 0 | 0.0% |
| Q4 2025 | 6 | $2.8M | 67,426 | 2 | 2 | 1 | 0.0% |
| Q3 2025 | 5 | $2.8M | 65,429 | 0 | 2 | 2 | 0.0% |
| Q2 2025 | 8 | $2.6M | 62,059 | 2 | 2 | 2 | 0.0% |
| Q1 2025 | 6 | $2.4M | 55,293 | 1 | 1 | 2 | 0.0% |
| Q4 2024 | 6 | $5.0M | 120,648 | 2 | 3 | 1 | 0.0% |
| Q3 2024 | 6 | $5.0M | 107,990 | 1 | 2 | 2 | 0.0% |
| Q2 2024 | 5 | $19.0M | 434,460 | 1 | 2 | 0 | 0.0% |
| Q1 2024 | 6 | $9.8M | 217,582 | 5 | 1 | 0 | 0.0% |
| Q4 2023 | 4 | $763.3K | 40,677 | 3 | 1 | 0 | 0.0% |
| Q3 2023 | 1 | $8 | 200 | 1 | 0 | 0 | 0.0% |
| Q2 2023 | 2 | $1.9M | 38,973 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 1 | $1.0M | 19,916 | 1 | 0 | 0 | 0.0% |