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UTRE · Insider trading · 13F holders · Congress trades

Rbb Fd Inc (UTRE)

Who is buying and selling UTRE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
2
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

UTRE at a glance

  • No open-market insider purchases or sales of UTRE were filed in the last 90 days.
  • 2 13F filers hold UTRE among their 50 largest positions, worth $2.8M combined. The biggest bets by portfolio weight are HighRoad Wealth Advisors, LLC (1.1%) and Crew Capital Management, Ltd (0.8%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
  • No member of Congress has disclosed a trade in UTRE.

UTRE insider trading

No open-market insider purchases or sales of UTRE were filed in the last 90 days.

Who owns UTRE? Hedge funds and superinvestors

2 13F filers hold UTRE among their 50 largest positions, worth $2.8M combined. The biggest bets by portfolio weight are HighRoad Wealth Advisors, LLC (1.1%) and Crew Capital Management, Ltd (0.8%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.

13F filers holding UTRE
Manager% of portfolioValueSharesLast quarter13F
Crew Capital Management, LtdWealth manager0.8%$1.6M33,102+16.7% sharesQ3 2026
HighRoad Wealth Advisors, LLCWealth manager1.1%$1.3M26,240NewQ3 2026

Each manager counts with its latest 13F (Q3 2026: 2). Screen UTRE in the grand portfolio →

UTRE stock trades by members of Congress

No member of Congress has disclosed a trade in UTRE.

UTRE questions and answers

Are insiders buying UTRE stock?

No open-market insider purchases or sales of UTRE were filed in the last 90 days.

Which hedge funds own UTRE?

2 13F filers hold UTRE among their 50 largest positions, worth $2.8M combined. The biggest bets by portfolio weight are HighRoad Wealth Advisors, LLC (1.1%) and Crew Capital Management, Ltd (0.8%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.

Has Congress traded UTRE?

No member of Congress has disclosed a trade in UTRE.

Who is the largest holder of UTRE?

Among 13F filers, Crew Capital Management, Ltd reports the largest UTRE position, $1.6M (33,102 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is HighRoad Wealth Advisors, LLC's: 1.1% of its portfolio.

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Free to use with a link back. The data updates every filing day.

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