DOSSIER · 13F Holders · Q1 2026
UFIV

RBB FD INC

19 institutions still hold RBB FD INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 74933W510·19 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$15M
visible holders
Holders
19
filers reporting
Concentration
24.79%
Janney Montgomery Scott LLC #1
top holder share
AI Holders Summary · Q1 2026

19 institutions reported UFIV in Q1 2026. Janney Montgomery Scott LLC leads at 24.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Janney Montgomery Scott LLC
CIK 0001329948
$4M78K0.01%Q1 2026
02
CENTRAL TRUST Co
CIK 0000044365
$2M47K0.04%Q2 2026
03
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M43K0.00%Q2 2026
04
Foguth Wealth Management, LLC.
CIK 0002016322
$2M40K0.22%Q2 2026
05
Crew Capital Management, Ltd
CIK 0001835669
$1M29K0.77%Q2 2026
06
F/m Investments LLC
CIK 0001834499
$1M25K0.06%Q2 2026
07
Tower Research Capital LLC (TRC)
CIK 0001533421
$621K13K0.02%Q2 2026
08
Emerald Investment Advisers, LLC
CIK 0002127823
$417K9K0.03%Q2 2026
09
Spectrum Financial Alliance Ltd LLC
CIK 0001566531
$382K8K0.06%Q2 2026
10
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$340K7K0.00%Q1 2026
11
THOROUGHBRED FINANCIAL SERVICES, LLC
CIK 0001091370
$284K6K0.02%Q1 2026
12
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$257K5K0.00%Q2 2026
13
Valtinson Bruner Financial Planning LLC
CIK 0001761450
$222K5K0.06%Q2 2026
14
OSAIC HOLDINGS, INC.
CIK 0001677044
$110K2K0.00%Q2 2026
15
Steward Partners Investment Advisory, LLC
CIK 0001723397
$35K7240.00%Q2 2026
16
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$17K3550.00%Q2 2026
17
DHJJ Financial Advisors, Ltd.
CIK 0001844716
$24250.00%Q2 2026
18
MORGAN STANLEY
CIK 0000895421
$4810.00%Q2 2026
19
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025