DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
XRSFX

RIVERNORTH CAP AND INCM FD I

17 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 76882B108·17 13F holders·last filed Mar 31, 2026
Market cap
0.8%
vs prior quarter
13F value held
$22M
45.0% inst. owned
of float
Holders
17
+87 QoQ
filers reporting
Activity
+8 / −73
+752 added · −764 reduced
this quarter
Concentration
43.61%
Palatine Hill Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

17 institutions reported XRSFX in Q1 2026. Palatine Hill Wealth Management, LLC leads at 43.6% of the visible book. +87 net new institutions vs prior quarter — accumulation reading.

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 2026
02
CSS LLC/IL
CIK 0001103646
$4M280K0.20%Q1 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M171K0.00%Q1 2026
04
Significant Wealth Partners LLC
CIK 0001964680
$2M121K2.17%Q1 2026
05
ICON ADVISERS INC/CO
CIK 0001058470
$1M101K0.34%Q1 2026
06
Waverly Advisors, LLC
CIK 0001568787
$1M88K0.01%Q1 2026
07
Everstar Asset Management, LLC
CIK 0002023744
$465,83332K0.25%Q1 2026
08
Equitable Holdings, Inc.
CIK 0001333986
$347,01924K0.00%Q1 2026
09
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$254,63918K0.00%Q1 2026
10
NewEdge Advisors, LLC
CIK 0001633516
$192,06013K0.00%Q1 2026
11
MORGAN STANLEY
CIK 0000895421
$178,41212K0.00%Q1 2026
12
UBS Group AG
CIK 0001610520
$72,9405K0.00%Q1 2026
13
WFA Asset Management Corp
CIK 0001994434
$47,5573K0.03%Q3 2025
14
Advisory Services Network, LLC
CIK 0001573876
$34,2652K0.00%Q1 2026
15
HIGHLINE WEALTH PARTNERS LLC
CIK 0002042654
$2,9102000.00%Q1 2026
16
SIT INVESTMENT ASSOCIATES INC
CIK 0000769317
$1,43999K0.03%Q1 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025