AI Holders Summary · Q1 2026

24 institutions reported RMMZ in Q1 2026. Gateway Wealth Partners, LLC leads at 18.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Gateway Wealth Partners, LLC

CIK 0001966037

$4M291K0.17%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$3M219K0.00%Q1 2026 03

ROYAL BANK OF CANADA

CIK 0001000275

$3M200K0.00%Q1 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$3M198K0.00%Q1 2026 05

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$3M195K1.21%Q1 2026 06

UBS Group AG

CIK 0001610520

$2M104K0.00%Q1 2026 07

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$1M102K0.01%Q1 2026 08

OPPENHEIMER & CO INC

CIK 0000822581

$636K44K0.01%Q4 2025 09

Closed-End Fund Advisors, Inc.

CIK 0002103520

$564K38K0.57%Q1 2026 10

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$536K36K0.01%Q1 2026 11

STIFEL FINANCIAL CORP

CIK 0000720672

$475K32K0.00%Q1 2026 12

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$364K25K0.02%Q1 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$363K25K0.00%Q1 2026 14

River Street Advisors LLC

CIK 0001964897

$357K24K0.12%Q1 2026 15

TT Capital Management LLC

CIK 0002056338

$251K17K0.21%Q1 2026 16

&PARTNERS

CIK 0000107136

$236K16K0.00%Q1 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$227K15K0.00%Q1 2026 18

WEDBUSH SECURITIES INC

CIK 0001142495

$218K15K0.01%Q1 2026 19

PFG Investments, LLC

CIK 0001973224

$189K13K0.01%Q1 2026 20

LPL Financial LLC

CIK 0001403438

$159K11K0.00%Q1 2026

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