UFIV — Rbb Fd Inc Institutional Holders · Q2 2026
Who owns Rbb Fd Inc (UFIV)? 21 institutions reported holding $15.43M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Janney Montgomery Scott LLC ($3.7M), CENTRAL TRUST Co ($2.3M), Raymond James Financial Inc ($2.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | $3.7M | 76,960 | Trimmed |
| 2 | CENTRAL TRUST Co | $2.3M | 46,847 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $2.1M | 43,339 | Trimmed |
| 4 | Foguth Wealth Management, LLC. | $1.9M | 40,075 | Trimmed |
| 5 | Crew Capital Management, Ltd | $1.4M | 29,269 | Added |
| 6 | F/m Investments LLC | $1.2M | 25,261 | Trimmed |
| 7 | Tower Research Capital LLC (TRC) | $621,039 | 12,871 | Added |
| 8 | JANE STREET GROUP, LLC | $492,980 | 10,217 | Added |
| 9 | Emerald Investment Advisers, LLC | $416,647 | 8,635 | New |
| 10 | Spectrum Financial Alliance Ltd LLC | $381,569 | 7,908 | Hold |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $256,937 | 5,325 | New |
| 12 | THOROUGHBRED FINANCIAL SERVICES, LLC | $252,000 | 5,241 | Trimmed |
| 13 | Valtinson Bruner Financial Planning LLC | $222,281 | 4,607 | Added |
| 14 | OSAIC HOLDINGS, INC. | $109,916 | 2,278 | Trimmed |
| 15 | Steward Partners Investment Advisory, LLC | $34,933 | 724 | New |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $17,129 | 355 | New |
| 17 | DHJJ Financial Advisors, Ltd. | $242 | 5 | Hold |
| 18 | MORGAN STANLEY | $48 | 1 | Hold |
| 19 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 20 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 21 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30