RFMZRIVERNORTH FLEXIBLE MUNI INC
CUSIP 76883Y107 · Yahoo Finance ↗ · Google Finance ↗
Rivernorth Flexible Muni Inc (RFMZ) has 58 institutional holders in Filings Flow’s 13F database, together reporting 7.67M shares worth $95M as of Q1 2026. The largest reported holders are Rockefeller Capital Management L.P., Robinson Capital Management, LLC, and Ubs Group AG.
Institutional Holders
58
Q1 2026
Reported Value
$95M
Ticker
RFMZ
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM | 3.51% | $8M | 643.7K | Q1 2026OLDER |
| Atlas Wealth LLC$334M AUM | 1.28% | $4M | 337.0K | Q1 2026OLDER |
| Thomas J. Herzfeld Advisors, Inc.$294M AUM | 0.99% | $3M | 229.6K | Q1 2026OLDER |
| ABSOLUTE INVESTMENT ADVISERS, LLC$852M AUM | 0.46% | $4M | 280.7K | Q3 2025OLDER |
| Noble Wealth Management PBC$223M AUM | 0.46% | $1M | 74.7K | Q2 2026 |
| Quarry LP$558M AUM | 0.31% | $1M | 110.0K | Q3 2025OLDER |
| Matisse Capital$234M AUM | 0.27% | $622,254 | 49.2K | Q1 2026OLDER |
| Logan Stone Capital, LLC$360M AUM | 0.24% | $850,776 | 67.3K | Q1 2026OLDER |
| Financially in Tune, LLC$116M AUM | 0.19% | $217,707 | 17.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.17% | $4M | 351.1K | Q1 2026OLDER |
| Arlington Capital Management, Inc.$177M AUM | 0.16% | $279,173 | 22.1K | Q1 2026OLDER |
| River Street Advisors LLC$296M AUM | 0.12% | $361,360 | 28.6K | Q1 2026OLDER |
| Karpus Management, Inc.$3.2B AUM | 0.10% | $3M | 263.2K | Q1 2026OLDER |
| PW Nova Financial Services LLC$399M AUM | 0.10% | $412,574 | 32.6K | Q1 2026OLDER |
| Saba Capital Management, L.P.$3.6B AUM | 0.10% | $4M | 288.1K | Q1 2026OLDER |
| Worth Asset Management, LLC$313M AUM | 0.10% | $297,556 | 21.8K | Q2 2026 |
| RIVERBRIDGE PARTNERS LLC$3.6B AUM | 0.06% | $2M | 157.9K | Q2 2026 |
| IFC Advisors LLC$699M AUM | 0.05% | $379,500 | 30.0K | Q1 2026OLDER |
| RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM | 0.04% | $835,001 | 66.0K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.03% | $2M | 187.0K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.03% | $7M | 546.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $10M | 811.5K | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.02% | $151,800 | 12.0K | Q1 2026OLDER |
| READYSTATE ASSET MANAGEMENT LP$2.2B AUM | 0.01% | $344,593 | 27.2K | Q4 2025OLDER |
| XML Financial, LLC$1.2B AUM | 0.01% | $164,450 | 13.0K | Q1 2026OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 114.5K | Q1 2026OLDER |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.01% | $152,717 | 12.1K | Q4 2025OLDER |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $300,150 | 23.0K | Q3 2025OLDER |
| Wellspring Financial Advisors, LLC$1.3B AUM | 0.01% | $126,500 | 10.0K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $160,963 | 12.7K | Q1 2026OLDER |
| Carnegie Investment Counsel$5.1B AUM | 0.01% | $379,500 | 30.0K | Q1 2026OLDER |
| Plancorp, LLC$3.5B AUM | 0.01% | $219,397 | 16.8K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.01% | $148,363 | 11.7K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $562,609 | 44.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $1M | 101.0K | Q2 2026 |
| CHOREO, LLC$8.1B AUM | 0.00% | $340,247 | 26.9K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.00% | $157,758 | 12.5K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 233.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $553,136 | 43.7K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.00% | $3,365 | 266 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $75,900 | 6.0K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $13,050 | 1.0K | Q3 2025OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $259,401 | 20.5K | Q1 2026OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $9,541 | 700 | Q2 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $11,119 | 879 | Q1 2026OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $12,182 | 963 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $8M | 603.5K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $11,208 | 886 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5M | 390.6K | Q2 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 355.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $175,990 | 13.9K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $140,489 | 11.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 174.3K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $7M | 583.4K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $23,490 | 1.8K | Q3 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $188,462 | 14.9K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $210,685 | 16.1K | Q3 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $204,247 | 16.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $169,426 | 13.4K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $686,541 | 54.3K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $194,921 | 15.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $10,356 | 818 | Q4 2025OLDER |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $10,888 | 860 | Q4 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $427,659 | 33.8K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $51,397 | 4.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $223,045 | 17.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $228,678 | 18.1K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $40,531 | 3.2K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $170,404 | 13.5K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $12,660 | 1.0K | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3,631 | 287 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.