Rivernorth Flex Muni IIRFMZ
13F holders, Q2 2026 (June 30)57holders
5new positions
6sold out
1famous investor
$13.63avg. 13F price*
At the end of Q2 2026, 57 institutions reported holding Rivernorth Flex Muni II (RFMZ) in their 13F filings, unchanged from Q1 2026. 5 opened new positions and 6 sold out. The largest holders were Pathstone Holdings, LLC ($11.4M), Rockefeller Capital Management L.P. ($11.1M) and Morgan Stanley ($9.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Rivernorth Flex Muni II
- CUSIP
- 76883Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 6 | $5.4M |
All 13F filers, Q1 2026 → Q2 2026: 991,783 shares bought and 803,331 shares sold, net +188,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Pathstone Holdings, LLC | 0.03% | Add +53.8% | 840,046 | $11.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.7% | 817,449 | $11.1M |
| Morgan Stanley | 0.00% | Add +0.4% | 700,248 | $9.5M |
| Robinson Capital Management, LLC | 3.93% | No change | 643,727 | $8.8M |
| UBS Group AG | 0.00% | Reduce -11.5% | 534,335 | $7.3M |
| Atlas Wealth LLC | 1.03% | Add +38.7% | 467,361 | $6.4M |
| Guggenheim Capital LLC | 0.04% | Add +278.1% | 432,947 | $5.9M |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 375,956 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 351,752 | $4.8M |
| Karpus Management, Inc. | 0.10% | Reduce -3.4% | 254,285 | $3.5M |
| Thomas J. Herzfeld Advisors, Inc. | 1.02% | Add +6.1% | 243,641 | $3.3M |
| Stifel Financial Corp. | 0.00% | Reduce -5.6% | 220,563 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.3% | 187,033 | $2.5M |
| Professional Financial Management, Inc. | 2.49% | Reduce -2.2% | 179,932 | $2.5M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -4.5% | 178,522 | $2.4M |
| Gateway Wealth Partners, LLC | 0.14% | Reduce -49.5% | 177,106 | $2.4M |
| Riverbridge Partners LLC | 0.06% | Reduce -29.9% | 157,851 | $2.2M |
| Closed-End Fund Advisors, Inc. | 1.80% | Reduce -4.4% | 135,328 | $1.8M |
| NewEdge Advisors, LLC | 0.00% | Add +11.4% | 112,523 | $1.5M |
| Wedbush Securities Inc. | 0.03% | Add +23.7% | 97,281 | $1.3M |
| Noble Wealth Management PBC | 0.46% | Add +28.5% | 74,697 | $1.0M |
| IFC Advisors LLC | 0.11% | Add +120.0% | 66,008 | $900K |
| Rivernorth Capital Management, LLC | 0.04% | No change | 66,008 | $900K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +44.5% | 64,275 | $876K |
| Raymond James Financial Inc. | 0.00% | Add +2.7% | 55,733 | $760K |
| Citadel Advisors | 0.00% | Add +31.4% | 44,404 | $605K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 43,800 | $597K |
| Mathes Company, Inc. | 0.14% | No change | 34,000 | $463K |
| Carnegie Investment Counsel | 0.01% | No change | 30,000 | $409K |
| PW Nova Financial Services LLC | 0.09% | New | 29,558 | $403K |
| River Street Advisors LLC | 0.11% | No change | 28,566 | $389K |
| Choreo, LLC | 0.00% | Reduce -2.0% | 26,345 | $359K |
| Waverly Advisors, LLC | 0.00% | Add +12.2% | 23,009 | $314K |
| Arlington Capital Management, Inc. | 0.19% | Add +1.4% | 22,384 | $305K |
| Worth Asset Management, LLC | 0.10% | New | 21,831 | $298K |
| LPL Financial LLC | 0.00% | No change | 17,632 | $240K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 17,210 | $235K |
| Fifth Third Bancorp | 0.00% | No change | 14,898 | $203K |
| Susquehanna International Group, LLP | 0.00% | New | 14,461 | $197K |
| Osaic Holdings, Inc. | 0.00% | Add +4.0% | 13,925 | $190K |
| Arax Advisory Partners | 0.00% | New | 12,471 | $170K |
| HighTower Advisors, LLC | 0.00% | Reduce -20.8% | 12,198 | $166K |
| Caliber Wealth Management, LLC / KS | 0.02% | No change | 12,000 | $164K |
| &partners | 0.00% | No change | 11,106 | $151K |
| PFG Investments, LLC | 0.01% | Reduce -19.1% | 10,300 | $140K |
| XML Financial, LLC | 0.01% | Reduce -23.1% | 10,000 | $136K |
| Wellspring Financial Advisors, LLC | 0.01% | No change | 10,000 | $136K |
| Compass Financial Management LLC | 0.01% | — | 6,011 | $82K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 6,000 | $82K |
| US Bancorp \de | 0.00% | Reduce -24.8% | 3,055 | $42K |
| Global Retirement Partners, LLC | 0.00% | — | 2,295 | $31K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 963 | $13K |
| Private Trust Co. NA | 0.00% | No change | 886 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 879 | $12K |
| Highline Wealth Partners LLC | 0.00% | No change | 700 | $10K |
| WPG Advisers, LLC | 0.00% | No change | 266 | $4K |
| XP Advisory US, Inc. | 0.00% | — | 35 | $477 |
"% of holder's portfolio" is RFMZ's weight in each manager's 13F, not the share of Rivernorth Flex Muni II the manager owns.