UFIV · Insider trading · 13F holders · Congress trades
Rbb Fd Inc (UFIV)
Who is buying and selling UFIV: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 3
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
UFIV at a glance
- No open-market insider purchases or sales of UFIV were filed in the last 90 days.
- 3 13F filers hold UFIV among their 50 largest positions, worth $3.2M combined. The biggest bets by portfolio weight are HighRoad Wealth Advisors, LLC (0.9%), Crew Capital Management, Ltd (0.9%) and Spectrum Financial Alliance Ltd LLC (0.1%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in UFIV.
UFIV insider trading
No open-market insider purchases or sales of UFIV were filed in the last 90 days.
Who owns UFIV? Hedge funds and superinvestors
3 13F filers hold UFIV among their 50 largest positions, worth $3.2M combined. The biggest bets by portfolio weight are HighRoad Wealth Advisors, LLC (0.9%), Crew Capital Management, Ltd (0.9%) and Spectrum Financial Alliance Ltd LLC (0.1%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Crew Capital Management, LtdWealth manager | 0.9% | $1.7M | 37,220 | +27.2% shares | Q3 2026 |
| HighRoad Wealth Advisors, LLCWealth manager | 0.9% | $1.1M | 24,234 | New | Q3 2026 |
| Spectrum Financial Alliance Ltd LLCInvestment manager | 0.1% | $367K | 7,908 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 3). Screen UFIV in the grand portfolio →
UFIV stock trades by members of Congress
No member of Congress has disclosed a trade in UFIV.
UFIV questions and answers
Are insiders buying UFIV stock?
No open-market insider purchases or sales of UFIV were filed in the last 90 days.
Which hedge funds own UFIV?
3 13F filers hold UFIV among their 50 largest positions, worth $3.2M combined. The biggest bets by portfolio weight are HighRoad Wealth Advisors, LLC (0.9%), Crew Capital Management, Ltd (0.9%) and Spectrum Financial Alliance Ltd LLC (0.1%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
Has Congress traded UFIV?
No member of Congress has disclosed a trade in UFIV.
Who is the largest holder of UFIV?
Among 13F filers, Crew Capital Management, Ltd reports the largest UFIV position, $1.7M (37,220 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is HighRoad Wealth Advisors, LLC's: 0.9% of its portfolio.
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