13FBOX
RBB FD INC · 13F Institutional Holdings
Options Calculator Rankings
R

RBB FD INC

UFIV
Institutions
18
Combined AUM (Q2 2026)
$15.4M
Combined Shares (Q2 2026)
319,918
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+36,188
9 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-157,103
9 · 3 Exit · ≈
⚖️ Net
-120,915
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$15.4M
Institutions
18
New Buys
4
Adds
5
Reduces
6
Exits
3
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Janney Montgomery Scott LLC
0.01%0.01%#10$3.7M76,960$3.8M78,289-1,329-1.70%Reduce
CENTRAL TRUST Co
0.04%0.04%#6$2.3M46,847$2.2M44,630+2,217+4.97%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#11$2.1M43,339$2.2M44,424-1,085-2.44%Reduce
Foguth Wealth Management, LLC.
0.22%0.46%#2$1.9M40,075$4.0M82,096-42,021-51.19%Reduce
Crew Capital Management, Ltd
0.77%0.75%#1$1.4M29,269$1.1M23,206+6,063+26.13%Add
F/m Investments LLC
0.06%0.23%#3$1.2M25,261$3.5M72,381-47,120-65.10%Reduce
Tower Research Capital LLC (TRC)
0.02%<0.01%#8$621,03912,871$160,5673,289+9,582+291.33%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#15$492,98010,217$340,3686,972+3,245+46.54%Add
Emerald Investment Advisers, LLC
0.03%#7$416,6478,635$00+8,635New Buy
Spectrum Financial Alliance Ltd LLC
0.06%0.07%#4$381,5697,908$386,0637,90800.00%Unchanged
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#16$256,9375,325$00+5,325New Buy
THOROUGHBRED FINANCIAL SERVICES, LLC
0.01%0.02%#9$252,8835,241$284,0005,833-592-10.15%Reduce
Valtinson Bruner Financial Planning LLC
0.06%0.06%#5$222,2814,607$222,8664,565+42+0.92%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#13$109,9162,278$113,6512,328-50-2.15%Reduce
Steward Partners Investment Advisory, LLC
<0.01%#12$34,933724$00+724New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#17$17,129355$00+355New Buy
DHJJ Financial Advisors, Ltd.
<0.01%<0.01%#14$2425$245500.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#18$481$49100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow