6 institutions reported holding $6.2M of RBB FD INC (UFIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: CENTRAL TRUST Co ($2.3M), Foguth Wealth Management, LLC. ($1.9M), Crew Capital Management, Ltd ($1.4M), Spectrum Financial Alliance Ltd LLC ($381,569), Valtinson Bruner Financial Planning LLC ($222,281). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | $2.3M | 46,847 | Added |
| 2 | Foguth Wealth Management, LLC. | $1.9M | 40,075 | Trimmed |
| 3 | Crew Capital Management, Ltd | $1.4M | 29,269 | Added |
| 4 | Spectrum Financial Alliance Ltd LLC | $381,569 | 7,908 | Hold |
| 5 | Valtinson Bruner Financial Planning LLC | $222,281 | 4,607 | Added |
| 6 | DHJJ Financial Advisors, Ltd. | $242 | 5 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30