UFIV RBB FD INC: institutional ownership and insider trading

19 funds reported holding $15.9M of RBB FD INC in their latest 13F filings; in Q2 2026 funds net sold $5.83M, with 4 new positions and 3 funds selling out.

Largest institutional holders of UFIV

  1. Janney Montgomery Scott LLC — $3.71M
  2. CENTRAL TRUST Co — $2.26M
  3. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $2.09M
  4. Crew Capital Management, Ltd — $1.41M
  5. Foguth Wealth Management, LLC. — $1.24M
  6. F/m Investments LLC — $1.22M
  7. HighRoad Wealth Advisors, LLC — $1.13M
  8. Tower Research Capital LLC (TRC) — $621K
  9. JANE STREET GROUP, LLC — $493K
  10. Emerald Investment Advisers, LLC — $417K

Who owns the most UFIV stock?

The largest institutional holders of RBB FD INC in the latest 13F filings are Janney Montgomery Scott LLC ($3.71M), CENTRAL TRUST Co ($2.26M), RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) ($2.09M).

All UFIV 13F holders