SEC 13F Intelligence

RIVERNORTH MANAGED DUR MUN I

CUSIP 76882H105

Rivernorth Managed Dur Mun I has 52 institutional holders in Filings Flow’s 13F database, together reporting 3.60M shares worth $48M as of Q1 2026. The largest reported holders are Robinson Capital Management, LLC, Wells Fargo & Company/Mn, and Morgan Stanley.

Institutional Holders
52
Q1 2026
Reported Value
$48M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7

Ownership Trend

Institutional holders
Q3 ’19: 5Q3 ’19Q2 ’21: 24Q2 ’21Q4 ’21: 23Q4 ’21Q4 ’22: 29Q4 ’22Q4 ’25: 55Q4 ’25Q1 ’26: 52Q1 ’26Q2 ’26: 5Q2 ’26filingsflow.com
Total reported value
Q3 ’19: $9MQ3 ’19Q2 ’21: $1.2BQ2 ’21Q4 ’21: $861MQ4 ’21Q4 ’22: $18MQ4 ’22Q4 ’25: $44MQ4 ’25Q1 ’26: $48MQ1 ’26Q2 ’26: $6MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM2.56%$6M431.4KQ1 2026OLDER
Wagner Wealth Management, LLC$495M AUM0.30%$1M108.0KQ1 2026OLDER
Estate Planners Group, LLC$208M AUM0.28%$573,86442.1KQ1 2026OLDER
Samalin Investment Counsel, LLC$282M AUM0.26%$743,65654.6KQ1 2026OLDER
ProVise Management Group, LLC$1.4B AUM0.16%$2M167.9KQ1 2026OLDER
Logan Stone Capital, LLC$360M AUM0.13%$531,18539.0KQ4 2025OLDER
River Street Advisors LLC$296M AUM0.09%$268,88019.7KQ1 2026OLDER
MELFA WEALTH MANAGEMENT, INC.$174M AUM0.09%$149,67511.0KQ1 2026OLDER
U.S. Capital Wealth Advisors, LLC$4.0B AUM0.06%$2M179.7KQ1 2026OLDER
Gateway Wealth Partners, LLC$2.6B AUM0.06%$2M115.4KQ1 2026OLDER
Abel Hall, LLC$469M AUM0.06%$272,60020.0KQ1 2026OLDER
Advisors Asset Management, Inc.$6.0B AUM0.05%$3M226.5KQ1 2026OLDER
Twelve Points Wealth Management LLC$455M AUM0.05%$193,67613.7KQ3 2025OLDER
XML Financial, LLC$1.2B AUM0.05%$561,55641.2KQ1 2026OLDER
Advocate Investing Services LLC$118M AUM0.03%$34,0752.5KQ1 2026OLDER
Noble Wealth Management PBC$223M AUM0.03%$59,1364.0KQ2 2026
Arkadios Wealth Advisors$6.1B AUM0.02%$1M108.0KQ1 2026OLDER
Osbon Capital Management LLC$123M AUM0.02%$26,1561.9KQ1 2026OLDER
READYSTATE ASSET MANAGEMENT LP$2.2B AUM0.01%$367,87827.0KQ4 2025OLDER
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM0.01%$193,71114.2KQ4 2025OLDER
Avidian Wealth Enterprises, LLC$3.2B AUM0.01%$339,36024.0KQ3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$1M106.3KQ1 2026OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.01%$229,15316.2KQ3 2025OLDER
Apollon Wealth Management, LLC$6.2B AUM0.01%$605,58144.4KQ1 2026OLDER
RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM0.01%$182,39713.4KQ1 2026OLDER
OPPENHEIMER & CO INC$8.2B AUM0.01%$734,11253.9KQ1 2026OLDER
PFG Investments, LLC$2.1B AUM0.01%$142,16110.4KQ1 2026OLDER
CreativeOne Wealth, LLC$4.3B AUM0.00%$177,23312.9KQ1 2026OLDER
Stratos Wealth Partners, LTD.$8.8B AUM0.00%$340,55525.0KQ1 2026OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2M133.0KQ1 2026OLDER
NFSG Corp$608M AUM0.00%$21,2101.5KQ3 2025OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$81,7806.0KQ1 2026OLDER
&PARTNERS$20.2B AUM0.00%$446,21732.7KQ1 2026OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$278,28420.4KQ4 2025OLDER
West Branch Capital LLC$430M AUM0.00%$7,392500Q2 2026
Bank of New Hampshire$437M AUM0.00%$6,815500Q1 2026OLDER
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$6,653450Q2 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5M395.3KQ2 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$688,56450.5KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$181,27913.3KQ1 2026OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$243,29617.9KQ2 2026
Advisory Services Network, LLC$7.5B AUM0.00%$64,8794.8KQ1 2026OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$622,08645.7KQ4 2025OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$815,90659.9KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$485,68134.3KQ3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$3M239.8KQ1 2026OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$458,41833.6KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$1M105.9KQ1 2026OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$81,2306.0KQ1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$254,62018.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$2M168.5KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$81,6606.0KQ4 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$1M88.7KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$67,0044.9KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$17,0381.3KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$4M319.6KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.00%$145,97210.7KQ4 2025OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$81,7806.0KQ1 2026OLDER
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$3,339245Q1 2026OLDER
US BANCORP \DE\$82.4B AUM0.00%$27,2602.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$201,00614.8KQ4 2025OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$225,66716.6KQ4 2025OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$27,2202.0KQ4 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$60Q1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$60Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.