AI Holders Summary · Q1 2026

28 institutions reported RFM in Q1 2026. ROBINSON CAPITAL MANAGEMENT, LLC leads at 14.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$2M155K0.93%Q1 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M145K0.00%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$2M116K0.00%Q1 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$1M105K0.01%Q1 2026 05

Logan Stone Capital, LLC

CIK 0001535521

$1M99K0.34%Q4 2025 06

UBS Group AG

CIK 0001610520

$964K69K0.00%Q1 2026 07

ROYAL BANK OF CANADA

CIK 0001000275

$947K67K0.00%Q1 2026 08

Professional Financial Management, Inc.

CIK 0002130270

$912K65K0.95%Q1 2026 09

Estate Planners Group, LLC

CIK 0002118977

$766K55K0.37%Q1 2026 10

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$669K48K0.03%Q1 2026 11

NewEdge Advisors, LLC

CIK 0001633516

$481K34K0.00%Q1 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$318K23K0.00%Q1 2026 13

WEDBUSH SECURITIES INC

CIK 0001142495

$290K21K0.01%Q1 2026 14

River Street Advisors LLC

CIK 0001964897

$265K19K0.09%Q1 2026 15

Noble Wealth Management PBC

CIK 0002055065

$227K15K0.10%Q2 2026 16

Closed-End Fund Advisors, Inc.

CIK 0002103520

$220K16K0.22%Q1 2026 17

STIFEL FINANCIAL CORP

CIK 0000720672

$218K16K0.00%Q1 2026 18

Carnegie Investment Counsel

CIK 0001511506

$210K15K0.00%Q1 2026 19

Capital Investment Advisors, LLC

CIK 0001582732

$200K14K0.00%Q1 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$191K14K0.00%Q1 2026

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