UFIV institutional holders
RBB FD INC · 13F, 2026Q2
| Managers holding | 18 |
|---|---|
| Shares held | 319,918 |
| Reported value | $15.4m |
| Quarter flows | 4 new, 5 added, 6 trimmed, 3 exited |
Top 18 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Janney Montgomery Scott LLC | 76,960 | $3.7m | 0.0% |
| CENTRAL TRUST Co | 46,847 | $2.3m | 0.0% |
| RAYMOND JAMES FINANCIAL INC | 43,339 | $2.1m | 0.0% |
| Foguth Wealth Management, LLC. | 40,075 | $1.9m | 0.2% |
| Crew Capital Management, Ltd | 29,269 | $1.4m | 0.8% |
| F/m Investments LLC | 25,261 | $1.2m | 0.1% |
| Tower Research Capital LLC (TRC) | 12,871 | $621,039 | 0.0% |
| JANE STREET GROUP, LLC | 10,217 | $492,980 | 0.0% |
| Emerald Investment Advisers, LLC | 8,635 | $416,647 | 0.0% |
| Spectrum Financial Alliance Ltd LLC | 7,908 | $381,569 | 0.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,325 | $256,937 | 0.0% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 5,241 | $252,000 | 0.0% |
| Valtinson Bruner Financial Planning LLC | 4,607 | $222,281 | 0.1% |
| OSAIC HOLDINGS, INC. | 2,278 | $109,916 | 0.0% |
| Steward Partners Investment Advisory, LLC | 724 | $34,933 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 355 | $17,129 | 0.0% |
| DHJJ Financial Advisors, Ltd. | 5 | $242 | 0.0% |
| MORGAN STANLEY | 1 | $48 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("UFIV"). UFIV price history · All 13F data