Rivernorth Flex Muni IIRFMZ
13F holders, Q2 2025 (June 30)53holders +5
8new positions
2sold out
$12.64avg. 13F price*
At the end of Q2 2025, 53 institutions reported holding Rivernorth Flex Muni II (RFMZ) in their 13F filings, up 5 from Q1 2025. 8 opened new positions and 2 sold out. The largest holders were Rockefeller Capital Management L.P. ($10.6M), UBS Group AG ($10.0M) and Stifel Financial Corp. ($9.1M).
- Company
- Rivernorth Flex Muni II
- CUSIP
- 76883Y107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.9M |
| Exits | 2 | $290K |
All 13F filers, Q1 2025 → Q2 2025: 691,815 shares bought and 332,290 shares sold, net +359,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Rockefeller Capital Management L.P. | 0.02% | Add +2.8% | 840,728 | $10.6M |
| UBS Group AG | 0.00% | Add +4.0% | 787,480 | $10.0M |
| Stifel Financial Corp. | 0.01% | Reduce -12.8% | 717,134 | $9.1M |
| Wells Fargo & Company | 0.00% | Reduce -8.2% | 386,316 | $4.9M |
| Absolute Investment Advisers, LLC | 0.53% | Add +13.7% | 336,452 | $4.3M |
| Pathstone Holdings, LLC | 0.02% | Add +53.8% | 333,975 | $4.2M |
| Thomas J. Herzfeld Advisors, Inc. | 1.37% | Add +0.1% | 303,069 | $3.8M |
| Royal Bank of Canada | 0.00% | Reduce -4.1% | 284,101 | $3.6M |
| Karpus Management, Inc. | 0.11% | Add +0.3% | 278,326 | $3.5M |
| Robinson Capital Management, LLC | 1.48% | Add +139.8% | 278,179 | $3.5M |
| Atlas Wealth LLC | 1.51% | Add +68.2% | 241,097 | $3.1M |
| Morgan Stanley | 0.00% | Reduce -1.9% | 228,801 | $2.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.8% | 168,709 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Add +9.4% | 167,634 | $2.1M |
| Quarry LP | 0.40% | Add +12.5% | 129,549 | $1.6M |
| Riverbridge Partners LLC | 0.02% | Add +3.8% | 111,321 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Reduce -21.6% | 88,337 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -13.7% | 56,593 | $715K |
| Matisse Capital | 0.29% | New | 49,190 | $622K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.4% | 48,696 | $616K |
| IFC Advisors LLC | 0.11% | New | 44,480 | $562K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +9.6% | 42,220 | $534K |
| Corient Private Wealth LP | 0.00% | Reduce -2.2% | 35,589 | $450K |
| Mathes Company, Inc. | 0.16% | No change | 34,000 | $430K |
| Truist Financial Corp. | 0.00% | No change | 30,866 | $390K |
| Carnegie Investment Counsel | 0.01% | No change | 30,000 | $379K |
| Choreo, LLC | 0.01% | Reduce -44.7% | 28,664 | $362K |
| River Street Advisors LLC | 0.16% | New | 28,566 | $361K |
| Wolverine Asset Management LLC | 0.02% | Add +568.3% | 24,565 | $311K |
| PFG Investments, LLC | 0.02% | Add +6.6% | 24,295 | $307K |
| SteelPeak Wealth, LLC | 0.01% | Add +8.3% | 22,200 | $281K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.3% | 20,782 | $263K |
| Raymond James Financial Inc. | 0.00% | Add +15.3% | 19,561 | $247K |
| LPL Financial LLC | 0.00% | Add +18.2% | 19,132 | $242K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.6% | 17,154 | $217K |
| Plancorp, LLC | 0.01% | No change | 16,812 | $213K |
| &partners | 0.00% | Reduce -5.8% | 16,106 | $204K |
| HRT Financial LP | 0.00% | New | 15,441 | $195K |
| Comerica Bank | 0.00% | No change | 13,886 | $176K |
| Susquehanna International Group, LLP | 0.00% | Add +12.7% | 12,944 | $164K |
| Hilltop Holdings Inc. | 0.01% | Add +8.8% | 12,300 | $155K |
| Caliber Wealth Management, LLC / KS | 0.02% | No change | 12,000 | $152K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -79.7% | 11,483 | $145K |
| Waverly Advisors, LLC | 0.00% | New | 11,089 | $140K |
| Wellspring Financial Advisors, LLC | 0.01% | No change | 10,000 | $126K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +13.6% | 5,000 | $63K |
| US Bancorp \de | 0.00% | No change | 4,063 | $51K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,500 | $32K |
| NFSG Corp | 0.00% | New | 1,000 | $13K |
| Private Trust Co. NA | 0.00% | No change | 886 | $11K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -20.1% | 879 | $11K |
| Bank of America Corp. | 0.00% | New | 832 | $11K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 750 | $9K |
"% of holder's portfolio" is RFMZ's weight in each manager's 13F, not the share of Rivernorth Flex Muni II the manager owns.