RBB FD INC (UFIV)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
16
Reporting holders
$11.5M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 16 | $11.5M | 237,717 | 4 | 5 | 4 | 0.0% |
| Q1 2026 | 14 | $13.4M | 274,615 | 3 | 5 | 2 | 0.0% |
| Q4 2025 | 12 | $15.6M | 316,652 | 3 | 3 | 3 | 0.0% |
| Q3 2025 | 11 | $11.7M | 236,725 | 2 | 4 | 3 | 0.0% |
| Q2 2025 | 13 | $39.3M | 799,008 | 3 | 5 | 3 | 0.0% |
| Q1 2025 | 13 | $41.6M | 850,390 | 4 | 2 | 4 | 0.0% |
| Q4 2024 | 12 | $41.7M | 870,925 | 4 | 3 | 3 | 0.0% |
| Q3 2024 | 10 | $21.9M | 443,179 | 2 | 3 | 2 | 0.0% |
| Q2 2024 | 8 | $14.4M | 298,263 | 1 | 1 | 4 | 0.0% |
| Q1 2024 | 8 | $18.9M | 388,838 | 2 | 3 | 0 | 0.0% |
| Q4 2023 | 5 | $5.3M | 108,675 | 4 | 0 | 0 | 0.0% |
| Q3 2023 | 3 | $3.2M | 106,305 | 2 | 1 | 0 | 0.0% |
| Q2 2023 | 1 | $279.8K | 5,720 | 0 | 0 | 1 | 0.0% |
| Q1 2023 | 1 | $1.0M | 20,000 | 1 | 0 | 0 | 0.0% |