UFIV (RBB FD INC) is held by 6 institutional investors as of Q1 2026. Largest holders: CITADEL ADVISORS LLC ($3.2M), RAYMOND JAMES FINANCIAL INC ($2.2M), JANE STREET GROUP, LLC ($340,368). Net institutional sentiment: Bullish.
6
Holders
Avg rating
$5.8M
Total Value
100% (6)
Fund Consensus
5 buying - 0 selling
Smart Money Verdict60Mixed MomentumSingle Source
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See how UFIV's score breaks down across 4 SEC sources
Held by 6 funds
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 64,842(+75.2%) | $3.2M | 0.0% | -0.40% | 40 | |
Increased | 44,424(+0.3%) | $2.2M | 0.0% | -2.05% | 26 | |
New | 6,972 | $340,368 | 0.0% | -2.55% | 36 | |
Increased | 2,328(+397.4%) | $113,651 | 0.0% | -2.35% | 35 | |
New | 63 | $3,076 | 0.0% | -2.55% | 20 | |
Unchanged | 1 | $49 | 0.0% | +6.52% | 0 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer