SEC 13F Intelligence

RMIRIVERNORTH OPPORTUNISTIC MUN

CUSIP 76883F108 · Yahoo Finance ↗ · Google Finance ↗

Rivernorth Opportunistic Mun (RMI) 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 Stratos Wealth Partners, Ltd., Morgan Stanley, and Robinson Capital Management, LLC.

Institutional Holders
25
Q1 2026
Reported Value
$19M
Ticker
RMI
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 9Q2 ’19Q3 ’19: 8Q4 ’19: 8Q1 ’20: 12Q2 ’20: 10Q2 ’20Q3 ’20: 10Q4 ’20: 12Q1 ’21: 12Q2 ’21: 15Q2 ’21Q3 ’21: 10Q4 ’21: 12Q1 ’22: 14Q2 ’22: 13Q2 ’22Q3 ’22: 15Q4 ’22: 18Q1 ’23: 15Q2 ’23: 13Q2 ’23Q3 ’23: 15Q4 ’23: 15Q1 ’24: 15Q2 ’24: 14Q2 ’24Q3 ’24: 15Q4 ’24: 22Q1 ’25: 21Q2 ’25: 20Q2 ’25Q3 ’25: 25Q4 ’25: 27Q1 ’26: 25filingsflow.com
Total reported value
Q2 ’19: $5MQ2 ’19Q3 ’19: $6MQ4 ’19: $7MQ1 ’20: $8MQ2 ’20: $11MQ2 ’20Q3 ’20: $9MQ4 ’20: $12MQ1 ’21: $13MQ2 ’21: $13MQ2 ’21Q3 ’21: $14MQ4 ’21: $15MQ1 ’22: $10MQ2 ’22: $10MQ2 ’22Q3 ’22: $9MQ4 ’22: $13MQ1 ’23: $11MQ2 ’23: $6MQ2 ’23Q3 ’23: $6MQ4 ’23: $15MQ1 ’24: $7MQ2 ’24: $5MQ2 ’24Q3 ’24: $7MQ4 ’24: $19MQ1 ’25: $19MQ2 ’25: $21MQ2 ’25Q3 ’25: $19MQ4 ’25: $19MQ1 ’26: $19Mfilingsflow.com

Holders

Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
ROBINSON CAPITAL MANAGEMENT, LLC$239M AUM0.97%$2M153.0KQ1 2026
Logan Stone Capital, LLC$360M AUM0.49%$2M137.9KQ4 2025OLDER
Noble Wealth Management PBC$223M AUM0.22%$429,18328.5KQ1 2026
Arlington Capital Management, Inc.$177M AUM0.16%$263,90518.4KQ4 2025OLDER
River Street Advisors LLC$296M AUM0.10%$310,13120.6KQ1 2026
Stratos Wealth Partners, LTD.$8.8B AUM0.08%$6M432.4KQ2 2025OLDER
Cypress Wealth Services, LLC$708M AUM0.07%$489,45032.5KQ1 2026
Gateway Wealth Partners, LLC$2.6B AUM0.06%$2M106.2KQ1 2026
Twelve Points Wealth Management LLC$455M AUM0.04%$148,68510.2KQ3 2025OLDER
XML Financial, LLC$1.2B AUM0.01%$150,60010.0KQ1 2026
Plancorp, LLC$3.5B AUM0.01%$329,09821.1KQ1 2026
Prospera Financial Services Inc$6.2B AUM0.01%$483,29833.1KQ3 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$619,26741.1KQ1 2026
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$762,92550.7KQ1 2026
Apollon Wealth Management, LLC$6.2B AUM0.00%$294,19719.5KQ1 2026
NFSG Corp$608M AUM0.00%$21,9301.5KQ3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$2M111.8KQ1 2026
Ritter Daniher Financial Advisory LLC / DE$657M AUM0.00%$6,692444Q1 2026
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$3,765250Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$515,59834.2KQ1 2026
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2M146.7KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$1M93.8KQ1 2026
NOMURA HOLDINGS INC$37.7B AUM0.00%$161,34511.3KQ4 2025OLDER
UBS Group AG$666.3B AUM0.00%$1M91.1KQ1 2026
STIFEL FINANCIAL CORP$108.8B AUM0.00%$194,82812.9KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$643,98142.8KQ1 2026
LPL Financial LLC$376.6B AUM0.00%$605,11140.2KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$2M165.5KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$182,04512.1KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$593,53539.4KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$182,66312.1KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$215,03615.0KQ4 2025OLDER

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