16 institutions reported holding $17.5M of RBB FD INC (UFIV) in SEC 13F filings for 2026-03-31. Largest institutional holders: Janney Montgomery Scott LLC ($3.8M), F/m Investments LLC ($3.5M), CITADEL ADVISORS LLC ($3.2M), CENTRAL TRUST Co ($2.2M), RAYMOND JAMES FINANCIAL INC ($2.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | $3.8M | 78,289 | Added |
| 2 | F/m Investments LLC | $3.5M | 72,381 | Added |
| 3 | CITADEL ADVISORS LLC | $3.2M | 64,842 | Added |
| 4 | CENTRAL TRUST Co | $2.2M | 44,630 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $2.2M | 44,424 | Added |
| 6 | Crew Capital Management, Ltd | $1.1M | 23,206 | Added |
| 7 | Spectrum Financial Alliance Ltd LLC | $386,063 | 7,908 | Hold |
| 8 | JANE STREET GROUP, LLC | $340,368 | 6,972 | New |
| 9 | THOROUGHBRED FINANCIAL SERVICES, LLC | $284,000 | 5,833 | Trimmed |
| 10 | Valtinson Bruner Financial Planning LLC | $222,866 | 4,565 | Added |
| 11 | Tower Research Capital LLC (TRC) | $160,567 | 3,289 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $113,651 | 2,328 | Added |
| 13 | UBS Group AG | $3,076 | 63 | New |
| 14 | DHJJ Financial Advisors, Ltd. | $245 | 5 | Hold |
| 15 | Advisory Services Network, LLC | $49 | 1 | New |
| 16 | MORGAN STANLEY | $49 | 1 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31