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UFIV RBB FD INC

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US TREAS 5 YR NT (fund)

17 managers (17 13F filers) reported a position in UFIV shares at 2026-03-31, 440,833 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
17
13F filers
17
New
3
Added
7
Reduced
4
Sold out
0
Shares held by filers
440,833

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Foguth Wealth Management, LLC.82,096$3.97M0.46%-27,47313F-HRTimeline
Janney Montgomery Scott LLC78,289$3.82M0.01%+10,53613F-HRTimeline
F/m Investments LLC72,381$3.53M0.23%+53,72413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,842$3.17M<0.01%+27,82513F-HRTimelineGroup
CENTRAL TRUST Co44,630$2.18M0.04%-1,05013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,424$2.17M<0.01%+12813F-HRTimelineGroup
Crew Capital Management, Ltd23,206$1.13M0.75%+19513F-HRTimeline
Spectrum Financial Alliance Ltd LLC7,908$386K0.07%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,972$340K<0.01%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC5,833$284K0.02%-8,61313F-HRTimeline
Valtinson Bruner Financial Planning LLC4,565$223K0.06%+3813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,289$161K<0.01%-22,22413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,328$114K<0.01%+1,86013F-HRTimelineGroup
UBS Group AGin group UBS Group AG63$3.08K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5$245<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$49<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC1$49<0.01%new13F-HRTimeline