UTWO institutional holders

RBB FD INC · 13F, 2026Q2

Managers holding78
Shares held5,749,200
Reported value$275.7m
Quarter flows16 new, 20 added, 26 trimmed, 11 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY1,573,368$75.5m0.0%
Hapanowicz & Associates Financial Services, Inc740,232$35.5m11.0%
LPL Financial LLC692,082$33.2m0.0%
Odyssey Group, LLC438,675$21.0m5.7%
Tidal Investments LLC285,251$13.7m0.0%
RAYMOND JAMES FINANCIAL INC264,427$12.7m0.0%
ENVESTNET ASSET MANAGEMENT INC215,713$10.3m0.0%
MML INVESTORS SERVICES, LLC213,685$10.2m0.0%
Federation des caisses Desjardins du Quebec124,771$6.0m0.0%
Luminist Capital LLC116,753$5.6m6.3%
UBS Group AG90,673$4.3m0.0%
STIFEL FINANCIAL CORP86,607$4.2m0.0%
Insight Wealth Partners, LLC73,213$3.5m0.5%
Janney Montgomery Scott LLC63,579$3.0m0.0%
Marshall & Sterling Wealth Advisors Inc.59,825$2.9m1.7%
NewEdge Advisors, LLC55,680$2.7m0.0%
EP Wealth Advisors, LLC53,992$2.6m0.0%
Wealthcare Advisory Partners LLC44,237$2.1m0.0%
Stratos Wealth Partners, LTD.43,072$2.1m0.0%
WELLS FARGO & COMPANY/MN42,591$2.0m0.0%
INTEGRITY ALLIANCE, LLC.37,227$1.8m0.1%
COMMONWEALTH EQUITY SERVICES, LLC29,534$1.4m0.0%
KPP Advisory Services LLC28,869$1.4m0.2%
4WEALTH ADVISORS, INC.23,408$1.1m0.9%
IFP Advisors, Inc21,814$1.0m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("UTWO"). UTWO price history · All 13F data

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