DOSSIER · 13F Holders · Q1 2026
RMI

RIVERNORTH OPPORTUNISTIC MUN

26 institutions still hold RIVERNORTH OPPORTUNISTIC MUN as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 76883F108·26 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$22M
visible holders
Holders
26
filers reporting
Concentration
16.31%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

26 institutions reported RMI in Q1 2026. MORGAN STANLEY leads at 16.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$4M238K0.00%Q1 2026
02
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 0001599795
$2M153K0.97%Q1 2026
03
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M147K0.00%Q1 2026
04
Logan Stone Capital, LLC
CIK 0001535521
$2M138K0.49%Q4 2025
05
Rockefeller Capital Management L.P.
CIK 0001739439
$2M112K0.00%Q1 2026
06
Gateway Wealth Partners, LLC
CIK 0001966037
$2M106K0.06%Q1 2026
07
ROYAL BANK OF CANADA
CIK 0001000275
$1M94K0.00%Q1 2026
08
UBS Group AG
CIK 0001610520
$1M91K0.00%Q1 2026
09
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$763K51K0.01%Q1 2026
10
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$644K43K0.00%Q1 2026
11
Concurrent Investment Advisors, LLC
CIK 0002001015
$619K41K0.01%Q1 2026
12
LPL Financial LLC
CIK 0001403438
$605K40K0.00%Q1 2026
13
BANK OF AMERICA CORP /DE/
CIK 0000070858
$594K39K0.00%Q1 2026
14
OSAIC HOLDINGS, INC.
CIK 0001677044
$516K34K0.00%Q1 2026
15
Cypress Wealth Services, LLC
CIK 0001721527
$489K33K0.07%Q1 2026
16
Noble Wealth Management PBC
CIK 0002055065
$434K28K0.19%Q2 2026
17
Plancorp, LLC
CIK 0001599579
$329K21K0.01%Q1 2026
18
River Street Advisors LLC
CIK 0001964897
$310K21K0.10%Q1 2026
19
Apollon Wealth Management, LLC
CIK 0001764387
$294K20K0.00%Q1 2026
20
STIFEL FINANCIAL CORP
CIK 0000720672
$195K13K0.00%Q1 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