Rivernorth Flex Muni IIRFMZ

13F holders, Q4 2025 (December 31)
62holders +7
12new positions
7sold out
1famous investor
$12.66avg. 13F price*

At the end of Q4 2025, 62 institutions reported holding Rivernorth Flex Muni II (RFMZ) in their 13F filings, up 7 from Q3 2025. 12 opened new positions and 7 sold out. The largest holders were Rockefeller Capital Management L.P. ($10.0M), UBS Group AG ($7.9M) and Saba Capital Management, L.P. ($7.7M). 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

020406080 Q1 2024: 42Q1 2024Q2 2024: 47Q2 2024Q3 2024: 41Q3 2024Q4 2024: 54Q4 2024Q1 2025: 48Q1 2025Q2 2025: 53Q2 2025Q3 2025: 55Q3 2025Q4 2025: 62Q4 2025Q1 2026: 57Q1 2026Q2 2026: 57Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions12$2.4M
Exits7$5.9M

All 13F filers, Q3 2025 → Q4 2025: 1,751,409 shares bought and 1,057,848 shares sold, net +693,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 62 holders

Rockefeller Capital Management L.P. 0.02% Reduce -6.5% 793,031 $10.0M
UBS Group AG 0.00% Reduce -10.3% 620,778 $7.9M
Saba Capital Management, L.P. 0.26% Add +2772.8% 605,495 $7.7M
Morgan Stanley 0.00% Add +126.6% 583,430 $7.4M
Robinson Capital Management, LLC 2.38% Add +161.8% 443,415 $5.6M
Wells Fargo & Company 0.00% Reduce -7.1% 388,454 $4.9M
Pathstone Holdings, LLC 0.02% Reduce -12.3% 346,620 $4.4M
Royal Bank of Canada 0.00% Add +14.8% 337,482 $4.3M
Thomas J. Herzfeld Advisors, Inc. 1.37% Add +6.3% 319,486 $4.0M
Atlas Wealth LLC 1.59% Add +17.8% 314,990 $4.0M
Karpus Management, Inc. 0.10% Reduce -3.1% 263,585 $3.3M
Stifel Financial Corp. 0.00% Reduce -53.6% 263,515 $3.3M
Riverbridge Partners LLC 0.05% Add +83.6% 209,211 $2.6M
Envestnet Asset Management Inc. 0.00% Add +15.4% 207,219 $2.6M
Oppenheimer & Co. Inc. 0.03% Reduce -9.7% 175,246 $2.2M
Gateway Wealth Partners, LLC 0.23% Add +9.3% 159,865 $2.0M
Closed-End Fund Advisors, Inc. 0.92% — 122,653 $1.6M
Wedbush Securities Inc. 0.03% Reduce -2.0% 86,943 $1.1M
NewEdge Advisors, LLC 0.00% Add +279.1% 75,434 $955K
Logan Stone Capital, LLC 0.21% New 67,255 $851K
IFC Advisors LLC 0.12% Add +115.5% 66,269 $839K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -16.6% 55,556 $703K
Matisse Capital 0.28% No change 49,190 $623K
Private Advisor Group, LLC 0.00% Reduce -6.3% 43,625 $552K
Citadel Advisors 0.00% New 42,429 $537K
Raymond James Financial Inc. 0.00% Add +19.9% 41,452 $525K
Noble Wealth Management PBC 0.25% No change 39,700 $503K
Mathes Company, Inc. 0.15% No change 34,000 $430K
Choreo, LLC 0.01% Add +10.3% 31,496 $401K
Carnegie Investment Counsel 0.01% No change 30,000 $380K
River Street Advisors LLC 0.14% No change 28,566 $362K
Readystate Asset Management LP 0.03% Add +133.1% 27,219 $345K
Concurrent Investment Advisors, LLC 0.00% Reduce -49.5% 22,950 $291K
HighTower Advisors, LLC 0.00% Add +14.3% 22,764 $288K
PFG Investments, LLC 0.01% Reduce -30.6% 22,216 $281K
Rivernorth Capital Management, LLC 0.01% New 19,923 $252K
Waverly Advisors, LLC 0.00% Add +71.1% 19,184 $243K
Jane Street Group, LLC 0.00% New 18,063 $229K
LPL Financial LLC 0.00% Reduce -10.2% 17,632 $223K
Financially in Tune, LLC 0.20% — 17,210 $218K
Truist Financial Corp. 0.00% Reduce -47.7% 16,146 $204K
&partners 0.00% Add +27.0% 14,106 $179K
Comerica Bank 0.00% Add +0.1% 13,901 $176K
Susquehanna International Group, LLP 0.00% New 13,460 $170K
XML Financial, LLC 0.01% No change 13,000 $165K
Landscape Capital Management, L.L.C. 0.01% New 12,063 $153K
Caliber Wealth Management, LLC / KS 0.02% No change 12,000 $152K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -21.5% 11,719 $148K
Osaic Holdings, Inc. 0.00% Reduce -26.5% 11,487 $145K
Janney Montgomery Scott LLC 0.00% New 10,350 $131K
Wellspring Financial Advisors, LLC 0.01% No change 10,000 $127K
EverSource Wealth Advisors, LLC 0.00% No change 6,000 $76K
Northwestern Mutual Wealth Management Co. 0.00% New 4,250 $54K
US Bancorp \de 0.00% No change 4,063 $51K
Bank of America Corp. 0.00% Add +20.2% 1,000 $13K
Private Trust Co. NA 0.00% No change 886 $11K
Blue Bell Private Wealth Management, LLC 0.00% No change 879 $11K
Wolverine Asset Management LLC 0.00% New 860 $11K
Global Retirement Partners, LLC 0.00% New 818 $10K
Highline Wealth Partners LLC 0.00% No change 700 $9K
Pinnacle Wealth Planning Services, Inc. 0.00% New 356 $5K
WPG Advisers, LLC 0.00% New 97 $1K

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