AI Holders Summary · Q2 2026

27 institutions reported RFM in Q2 2026. ROBINSON CAPITAL MANAGEMENT, LLC leads at 13.0% 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

$2M155K1.01%Q2 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M144K0.00%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$2M125K0.00%Q2 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$2M115K0.01%Q2 2026 05

Logan Stone Capital, LLC

CIK 0001535521

$1M99K0.34%Q4 2025 06

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$1M79K0.36%Q2 2026 07

ROYAL BANK OF CANADA

CIK 0001000275

$1M70K0.00%Q2 2026 08

UBS Group AG

CIK 0001610520

$1M69K0.00%Q2 2026 09

Professional Financial Management, Inc.

CIK 0002130270

$951K64K0.96%Q2 2026 10

Estate Planners Group, LLC

CIK 0002118977

$811K55K0.37%Q2 2026 11

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$669K48K0.03%Q1 2026 12

NewEdge Advisors, LLC

CIK 0001633516

$508K34K0.00%Q2 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$400K27K0.00%Q2 2026 14

WEDBUSH SECURITIES INC

CIK 0001142495

$290K21K0.01%Q1 2026 15

River Street Advisors LLC

CIK 0001964897

$279K19K0.08%Q2 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$237K16K0.00%Q2 2026 17

Closed-End Fund Advisors, Inc.

CIK 0002103520

$234K16K0.23%Q2 2026 18

Noble Wealth Management PBC

CIK 0002055065

$227K15K0.10%Q2 2026 19

STIFEL FINANCIAL CORP

CIK 0000720672

$221K15K0.00%Q2 2026 20

Apollon Wealth Management, LLC

CIK 0001764387

$200K14K0.00%Q2 2026

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