Rivernorth Flexible MuniRFM

13F holders, Q3 2025 (September 30)
20holders +3
3new positions
1sold out
$14.46avg. 13F price*

At the end of Q3 2025, 20 institutions reported holding Rivernorth Flexible Muni (RFM) in their 13F filings, up 3 from Q2 2025. 3 opened new positions and 1 sold out. The largest holders were Wells Fargo & Company ($2.3M), Morgan Stanley ($2.0M) and UBS Group AG ($1.7M).

Company
Rivernorth Flexible Muni
CUSIP
76883H104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 19Q1 2024Q2 2024: 17Q2 2024Q3 2024: 19Q3 2024Q4 2024: 21Q4 2024Q1 2025: 18Q1 2025Q2 2025: 17Q2 2025Q3 2025: 20Q3 2025Q4 2025: 24Q4 2025Q1 2026: 27Q1 2026Q2 2026: 25Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions3$34K
Exits1$90K

All 13F filers, Q2 2025 → Q3 2025: 54,642 shares bought and 103,525 shares sold, net −48,883 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 20 holders

Wells Fargo & Company 0.00% Reduce -7.4% 156,645 $2.3M
Morgan Stanley 0.00% Add +29.0% 138,061 $2.0M
UBS Group AG 0.00% Reduce -0.9% 117,991 $1.7M
Robinson Capital Management, LLC 0.86% Reduce -46.5% 82,194 $1.2M
Royal Bank of Canada 0.00% Add +6.8% 57,340 $829K
Logan Stone Capital, LLC 0.37% Reduce -14.7% 55,770 $806K
NewEdge Advisors, LLC 0.00% Add +52.6% 35,118 $508K
SteelPeak Wealth, LLC 0.01% Add +0.7% 30,000 $434K
Raymond James Financial Inc. 0.00% Add +30.7% 22,112 $320K
Wedbush Securities Inc. 0.01% Add +0.4% 20,537 $297K
River Street Advisors LLC 0.11% No change 18,864 $273K
Noble Wealth Management PBC 0.13% — 16,856 $244K
Stifel Financial Corp. 0.00% No change 15,525 $224K
Capital Investment Advisors, LLC 0.00% Reduce -3.2% 15,250 $221K
Carnegie Investment Counsel 0.00% No change 15,000 $217K
Apollon Wealth Management, LLC 0.00% No change 14,000 $202K
Osaic Holdings, Inc. 0.00% Reduce -12.1% 13,563 $195K
Highline Wealth Partners LLC 0.00% New 1,000 $14K
Advisory Services Network, LLC 0.00% New 833 $12K
Blue Bell Private Wealth Management, LLC 0.00% New 500 $7K

"% of holder's portfolio" is RFM's weight in each manager's 13F, not the share of Rivernorth Flexible Muni the manager owns.