RIVERNORTH DOUBLELINE STRATE
CUSIP 76882G107
Rivernorth Doubleline Strate has 63 institutional holders in Filings Flow’s 13F database, together reporting 8.65M shares worth $61M as of Q1 2026. The largest reported holders are Morgan Stanley, Wells Fargo & Company/Mn, and Royal Bank Of Canada.
Institutional Holders
63
Q1 2026
Reported Value
$61M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Shaker Financial Services, LLC$287M AUM | 0.32% | $918,184 | 119.7K | Q1 2026OLDER |
| Verity Asset Management, Inc.$238M AUM | 0.29% | $681,549 | 88.9K | Q1 2026OLDER |
| Total Wealth Planning & Management, Inc.$135M AUM | 0.25% | $343,309 | 44.8K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.21% | $304,303 | 39.4K | Q2 2026 |
| 1607 Capital Partners, LLC$1.4B AUM | 0.19% | $3M | 337.5K | Q1 2026OLDER |
| Yakira Capital Management, Inc.$342M AUM | 0.16% | $563,668 | 73.5K | Q1 2026OLDER |
| Next Capital Management LLC$330M AUM | 0.13% | $422,686 | 55.1K | Q1 2026OLDER |
| Navis Wealth Advisors, LLC$196M AUM | 0.12% | $231,449 | 30.2K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.09% | $116,392 | 15.2K | Q1 2026OLDER |
| Powell Investment Advisors, LLC$290M AUM | 0.07% | $209,752 | 27.3K | Q1 2026OLDER |
| Advisors Asset Management, Inc.$6.0B AUM | 0.07% | $4M | 520.1K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.06% | $572,376 | 74.1K | Q2 2026 |
| Almitas Capital LLC$443M AUM | 0.06% | $260,496 | 34.0K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.05% | $181,810 | 23.7K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.05% | $1M | 137.8K | Q1 2026OLDER |
| Future Financial Wealth Managment LLC$155M AUM | 0.05% | $76,770 | 9.0K | Q3 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.05% | $2M | 245.2K | Q4 2025OLDER |
| RIVERBRIDGE PARTNERS LLC$4.1B AUM | 0.04% | $2M | 237.1K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.03% | $162,843 | 20.5K | Q4 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.02% | $42,832 | 5.5K | Q2 2026 |
| FIRST FOUNDATION ADVISORS$2.5B AUM | 0.02% | $470,470 | 61.3K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.02% | $107,478 | 12.6K | Q3 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $300,864 | 39.2K | Q1 2026OLDER |
| CSS LLC/IL$2.1B AUM | 0.01% | $240,370 | 31.3K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $3M | 346.1K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.01% | $123,464 | 16.1K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $126,432 | 16.5K | Q1 2026OLDER |
| Fiduciary Group, LLC$1.2B AUM | 0.01% | $92,807 | 12.1K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $9,296 | 1.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 176.0K | Q2 2026 |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $145,908 | 18.9K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.00% | $94,561 | 12.3K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $83,948 | 10.9K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.00% | $262,049 | 34.2K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $39,001 | 5.1K | Q1 2026OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $17,641 | 2.3K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 1.50M | Q2 2026 |
| HIGHLINE WEALTH PARTNERS LLC$392M AUM | 0.00% | $7,670 | 1.0K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $437,343 | 57.0K | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $14,857 | 1.9K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $948,158 | 123.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $8M | 1.02M | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $297,584 | 37.4K | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $16M | 2.07M | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $661,984 | 86.3K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $45,005 | 5.7K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $286,498 | 37.4K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $7,161 | 930 | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $90,431 | 11.4K | Q4 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $80,216 | 10.1K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $25,840 | 3.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $210,660 | 27.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $970,808 | 126.6K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 213.2K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $11,643 | 1.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $171,332 | 22.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $87,520 | 11.0K | Q4 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $65,356 | 8.5K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $103,614 | 13.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $2,646 | 345 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $195,289 | 25.5K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $17,252 | 2.2K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $184,273 | 23.2K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $38,350 | 5.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $92,186 | 12.0K | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $16,598 | 2.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $93,727 | 12.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2,945 | 384 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $24,392 | 3.1K | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $384 | 50 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $31 | 4 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.