13F Insight
DOSSIER · 13F Holders · Q1 2026
XRSFX

RIVERNORTH CAP AND INCM FD I

18 institutions still hold RIVERNORTH CAP AND INCM FD I as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 76882B108·18 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$24M
visible holders
Holders
18
filers reporting
Concentration
40.74%
Palatine Hill Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

18 institutions reported XRSFX in Q1 2026. Palatine Hill Wealth Management, LLC leads at 40.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Palatine Hill Wealth Management, LLC
CIK 0002107248
$10M673K8.53%Q1 202602
CSS LLC/IL
CIK 0001103646
$4M280K0.20%Q1 202603
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M171K0.00%Q1 202604
Significant Wealth Partners LLC
CIK 0001964680
$2M124K1.96%Q2 202605
ICON ADVISERS INC/CO
CIK 0001058470
$1M101K0.34%Q1 202606
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$1M99K0.03%Q1 202607
Waverly Advisors, LLC
CIK 0001568787
$1M88K0.01%Q1 202608
Everstar Asset Management, LLC
CIK 0002023744
$466K32K0.25%Q1 202609
Equitable Holdings, Inc.
CIK 0001333986
$347K24K0.00%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$255K18K0.00%Q1 202611
NewEdge Advisors, LLC
CIK 0001633516
$192K13K0.00%Q1 202612
MORGAN STANLEY
CIK 0000895421
$178K12K0.00%Q1 202613
CoreCap Advisors, LLC
CIK 0001902501
$95K7K0.00%Q2 202614
UBS Group AG
CIK 0001610520
$73K5K0.00%Q1 202615
WFA Asset Management Corp
CIK 0001994434
$48K3K0.03%Q3 202516
Advisory Services Network, LLC
CIK 0001573876
$34K2K0.00%Q1 202617
HIGHLINE WEALTH PARTNERS LLC
CIK 0002042654
$3K2000.00%Q2 202618
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025