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

29 institutions reported holding $17.1M of RIVERNORTH FLEXIBLE (RFM) in SEC 13F filings for 2026-06-30. Largest institutional holders: ROBINSON CAPITAL MANAGEMENT, LLC ($2.3M), WELLS FARGO & COMPANY/MN ($2.1M), MORGAN STANLEY ($1.8M), GUGGENHEIM CAPITAL LLC ($1.7M), Thomas J. Herzfeld Advisors, Inc. ($1.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ROBINSON CAPITAL MANAGEMENT, LLC$2.3M154,999Hold
2WELLS FARGO & COMPANY/MN$2.1M144,055Trimmed
3MORGAN STANLEY$1.8M124,718Added
4GUGGENHEIM CAPITAL LLC$1.7M115,139Added
5Thomas J. Herzfeld Advisors, Inc.$1.2M79,341New
6Royal Bank of Canada$1.0M69,635Added
7UBS Group AG$1.0M69,086Added
8Professional Financial Management, Inc.$951,24164,360Trimmed
9RIVERNORTH CAPITAL MANAGEMENT, LLC$945,72863,987Added
10Estate Planners Group, LLC$810,72954,853Added
11NewEdge Advisors, LLC$508,11034,378Added
12RAYMOND JAMES FINANCIAL INC$399,76927,048Added
13WEDBUSH SECURITIES INC$307,00020,771Added
14River Street Advisors LLC$278,81018,864Hold
15OSAIC HOLDINGS, INC.$237,21116,049Added
16Closed-End Fund Advisors, Inc.$233,82015,820Added
17Noble Wealth Management PBC$226,75515,342Added
18STIFEL FINANCIAL CORP$220,59314,925Trimmed
19Apollon Wealth Management, LLC$199,53013,500Hold
20LPL Financial LLC$195,69913,241Added
21&PARTNERS$183,24912,398Added
22Capital Investment Advisors, LLC$181,05512,250Trimmed
23HIGHLINE WEALTH PARTNERS LLC$14,7801,000Hold
24BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$7,390500Hold
25Clear Street Group Inc.$5,010339New

Source: SEC Form 13F filings · as of 2026-06-30