Who Owns RIVERNORTH FLEXIBLE (RFMZ)? -- Institutional Holders (2026-06-30)

63 institutions reported holding $107.9M of RIVERNORTH FLEXIBLE (RFMZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Pathstone Holdings, LLC ($11.4M), Rockefeller Capital Management L.P. ($11.1M), MORGAN STANLEY ($9.5M), ROBINSON CAPITAL MANAGEMENT, LLC ($8.8M), UBS Group AG ($7.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Pathstone Holdings, LLC$11.4M840,046Added
2Rockefeller Capital Management L.P.$11.1M817,449Added
3MORGAN STANLEY$9.5M700,248Added
4ROBINSON CAPITAL MANAGEMENT, LLC$8.8M643,727Hold
5UBS Group AG$7.3M534,335Trimmed
6Atlas Wealth LLC$6.4M467,361Added
7GUGGENHEIM CAPITAL LLC$5.9M432,947Added
8WELLS FARGO & COMPANY/MN$5.1M375,956Trimmed
9Royal Bank of Canada$4.8M351,752Trimmed
10Karpus Management, Inc.$3.5M254,285Trimmed
11Thomas J. Herzfeld Advisors, Inc.$3.3M243,641Added
12STIFEL FINANCIAL CORP$3.0M220,563Trimmed
13ENVESTNET ASSET MANAGEMENT INC$2.5M187,033Added
14Professional Financial Management, Inc.$2.5M179,932Trimmed
15OPPENHEIMER & CO INC$2.4M178,522Trimmed
16Gateway Wealth Partners, LLC$2.4M177,106Trimmed
17RIVERBRIDGE PARTNERS LLC$2.2M157,851Trimmed
18Closed-End Fund Advisors, Inc.$1.8M135,328Trimmed
19NewEdge Advisors, LLC$1.5M112,523Added
20WEDBUSH SECURITIES INC$1.3M97,281Added
21Noble Wealth Management PBC$1.0M74,697Added
22RIVERNORTH CAPITAL MANAGEMENT, LLC$899,68966,008Hold
23IFC Advisors LLC$899,68966,008Added
24Concurrent Investment Advisors, LLC$876,06864,275Added
25RAYMOND JAMES FINANCIAL INC$759,64155,733Added

来源：SEC 13F 申报文件 · 截至 2026-06-30