RIVERNORTH OPPORTUNISTIC MUN
CUSIP 76883F108
Rivernorth Opportunistic Mun has 25 institutional holders in Filings Flow’s 13F database, together reporting 1.30M shares worth $19M as of Q1 2026. The largest reported holders are Morgan Stanley, Robinson Capital Management, LLC, and Wells Fargo & Company/Mn.
Institutional Holders
25
Q1 2026
Reported Value
$19M
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 |
|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 0.97% | $2M | 153.0K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.49% | $2M | 137.9K | Q4 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.19% | $433,832 | 28.0K | Q2 2026 |
| Arlington Capital Management, Inc.$177M AUM | 0.16% | $263,905 | 18.4K | Q4 2025OLDER |
| River Street Advisors LLC$296M AUM | 0.10% | $310,131 | 20.6K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 0.07% | $489,450 | 32.5K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.06% | $2M | 106.2K | Q1 2026OLDER |
| Twelve Points Wealth Management LLC$455M AUM | 0.04% | $148,685 | 10.2K | Q3 2025OLDER |
| XML Financial, LLC$1.2B AUM | 0.01% | $150,600 | 10.0K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.01% | $329,098 | 21.1K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $483,298 | 33.1K | Q3 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $619,267 | 41.1K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $762,925 | 50.7K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $294,197 | 19.5K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $21,930 | 1.5K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 111.8K | Q1 2026OLDER |
| Ritter Daniher Financial Advisory LLC / DE$657M AUM | 0.00% | $7,003 | 452 | Q2 2026 |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $3,873 | 250 | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $515,598 | 34.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 146.7K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 93.8K | Q1 2026OLDER |
| NOMURA HOLDINGS INC$37.7B AUM | 0.00% | $161,345 | 11.3K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 91.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $194,828 | 12.9K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $643,981 | 42.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $605,111 | 40.2K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 165.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $182,045 | 12.1K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $593,535 | 39.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $182,663 | 12.1K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $215,036 | 15.0K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.