RBB FD INC

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UFIV·74933W510·US·ETF

UFIV (RBB FD INC) is held by 7 institutional investors as of Q2 2026. Largest holders: RAYMOND JAMES FINANCIAL INC ($2.1M), JANE STREET GROUP, LLC ($492,980), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($256,937). Net institutional sentiment: Mixed.

7

Holders

(1 Elite)

$3M

Total Value

50% (8)

Consensus

4 buying - 4 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)65

Insider (Form 4)36

Activist (13D/13G)50

Congressional (STOCK Act)65

Holder Quality

27

★★★★★

Elite

83

★★★★

Strong

35

★★★

Solid

73

★★

Below

36

★

Weak

Held by 7 funds

1 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for UFIV.

Top Holders

Top Holders (7)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RAYMOND JAMES FINANCIAL INC	Decreased	43,339(-2.4%)	$2.1M	0.0%	-3.27%	0
JANE STREET GROUP, LLC	Increased	10,217(+46.5%)	$492,980	0.0%	-2.47%	22
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	5,325	$256,937	0.0%	-2.32%	35
OSAIC HOLDINGS, INC.	Decreased	2,278(-2.1%)	$109,916	0.0%	-2.48%	0
Steward Partners Investment Advisory, LLC	New	724	$34,933	0.0%	-3.01%	27
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	355	$17,129	0.0%	-3.01%	28
MORGAN STANLEY	Unchanged	1	$48	0.0%	+5.74%	0
UBS Group AG	Exited	0(-100.0%)	$3,076	0.0%	-0.23%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$3.2M	0.0%	+2.31%	0

UFIVRBB FD INC

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer