DOSSIER · 13F Holders · Q2 2026
RMI

RIVERNORTH OPPORTUNISTIC MUN

27 institutions still hold RIVERNORTH OPPORTUNISTIC MUN as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 76883F108·27 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$23M
visible holders
Holders
27
filers reporting
Concentration
15.72%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported RMI in Q2 2026. MORGAN STANLEY leads at 15.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$4M229K0.00%Q2 2026
02
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 0001599795
$2M144K0.98%Q2 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M143K0.00%Q2 2026
04
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$2M141K0.01%Q2 2026
05
Logan Stone Capital, LLC
CIK 0001535521
$2M138K0.49%Q4 2025
06
Rockefeller Capital Management L.P.
CIK 0001739439
$1M96K0.00%Q2 2026
07
ROYAL BANK OF CANADA
CIK 0001000275
$1M87K0.00%Q2 2026
08
UBS Group AG
CIK 0001610520
$1M84K0.00%Q2 2026
09
Gateway Wealth Partners, LLC
CIK 0001966037
$823K53K0.05%Q2 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$741K48K0.00%Q2 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$730K47K0.00%Q2 2026
12
Concurrent Investment Advisors, LLC
CIK 0002001015
$637K41K0.01%Q2 2026
13
LPL Financial LLC
CIK 0001403438
$632K41K0.00%Q2 2026
14
BANK OF AMERICA CORP /DE/
CIK 0000070858
$629K41K0.00%Q2 2026
15
Cypress Wealth Services, LLC
CIK 0001721527
$503K33K0.06%Q2 2026
16
Noble Wealth Management PBC
CIK 0002055065
$434K28K0.19%Q2 2026
17
Plancorp, LLC
CIK 0001599579
$330K21K0.01%Q2 2026
18
River Street Advisors LLC
CIK 0001964897
$319K21K0.09%Q2 2026
19
Apollon Wealth Management, LLC
CIK 0001764387
$303K20K0.00%Q2 2026
20
STIFEL FINANCIAL CORP
CIK 0000720672
$198K13K0.00%Q2 2026
Page 1 of 2
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Insiders at RIVERNORTH OPPORTUNISTIC MUN
Rivernorth Financial Holdings, LlcGalley Patrick W.Rivernorth Capital Management, LlcSprauer ScottO'Neill Stephen Andrew