Rivernorth Flex Muni IIRFMZ
13F holders, Q1 2026 (March 31)57holders −5
5new positions
8sold out
1famous investor
$12.68avg. 13F price*
At the end of Q1 2026, 57 institutions reported holding Rivernorth Flex Muni II (RFMZ) in their 13F filings, down 5 from Q4 2025. 5 opened new positions and 8 sold out. The largest holders were Rockefeller Capital Management L.P. ($10.3M), Morgan Stanley ($8.8M) and Robinson Capital Management, LLC ($8.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.2M |
| Exits | 8 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 1,275,900 shares bought and 704,190 shares sold, net +571,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Rockefeller Capital Management L.P. | 0.02% | Add +2.3% | 811,452 | $10.3M |
| Morgan Stanley | 0.00% | Add +19.6% | 697,544 | $8.8M |
| Robinson Capital Management, LLC | 3.80% | Add +45.2% | 643,727 | $8.4M |
| UBS Group AG | 0.00% | Reduce -2.8% | 603,549 | $7.6M |
| Pathstone Holdings, LLC | 0.03% | Add +57.5% | 546,079 | $6.9M |
| Wells Fargo & Company | 0.00% | Add +0.5% | 390,558 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 355,042 | $4.5M |
| Gateway Wealth Partners, LLC | 0.17% | Add +119.6% | 351,058 | $4.4M |
| Atlas Wealth LLC | 1.70% | Add +7.0% | 336,953 | $4.3M |
| Saba Capital Management, L.P. | 0.12% | Reduce -52.4% | 288,116 | $3.6M |
| Karpus Management, Inc. | 0.10% | Reduce -0.1% | 263,185 | $3.3M |
| Stifel Financial Corp. | 0.00% | Reduce -11.3% | 233,606 | $3.0M |
| Thomas J. Herzfeld Advisors, Inc. | 0.99% | Reduce -28.1% | 229,634 | $2.9M |
| Riverbridge Partners LLC | 0.07% | Add +7.6% | 225,057 | $2.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +6.7% | 186,957 | $2.4M |
| Professional Financial Management, Inc. | 2.42% | New | 183,933 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.9% | 174,297 | $2.2M |
| Closed-End Fund Advisors, Inc. | 1.82% | Add +15.5% | 141,623 | $1.8M |
| Guggenheim Capital LLC | 0.01% | New | 114,512 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Add +33.9% | 101,029 | $1.3M |
| Wedbush Securities Inc. | 0.03% | Reduce -9.5% | 78,646 | $995K |
| Logan Stone Capital, LLC | 0.24% | No change | 67,255 | $851K |
| Rivernorth Capital Management, LLC | 0.04% | Add +231.3% | 66,008 | $835K |
| Noble Wealth Management PBC | 0.38% | Add +46.4% | 58,118 | $735K |
| Raymond James Financial Inc. | 0.00% | Add +30.9% | 54,272 | $687K |
| Matisse Capital | 0.27% | No change | 49,190 | $622K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +93.8% | 44,475 | $563K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 43,726 | $553K |
| Mathes Company, Inc. | 0.16% | No change | 34,000 | $430K |
| Citadel Advisors | 0.00% | Reduce -20.3% | 33,807 | $428K |
| IFC Advisors LLC | 0.05% | Reduce -54.7% | 30,000 | $380K |
| Carnegie Investment Counsel | 0.01% | No change | 30,000 | $380K |
| River Street Advisors LLC | 0.12% | No change | 28,566 | $361K |
| Choreo, LLC | 0.00% | Reduce -14.6% | 26,897 | $340K |
| Arlington Capital Management, Inc. | 0.16% | New | 22,069 | $279K |
| Waverly Advisors, LLC | 0.00% | Add +6.9% | 20,506 | $259K |
| LPL Financial LLC | 0.00% | No change | 17,632 | $223K |
| Financially in Tune, LLC | 0.19% | No change | 17,210 | $218K |
| Truist Financial Corp. | 0.00% | No change | 16,146 | $204K |
| HighTower Advisors, LLC | 0.00% | Reduce -32.3% | 15,409 | $195K |
| Fifth Third Bancorp | 0.00% | New | 14,898 | $188K |
| Osaic Holdings, Inc. | 0.00% | Add +16.6% | 13,393 | $169K |
| XML Financial, LLC | 0.01% | No change | 13,000 | $164K |
| PFG Investments, LLC | 0.01% | Reduce -42.7% | 12,724 | $161K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | Reduce -77.5% | 12,471 | $158K |
| Caliber Wealth Management, LLC / KS | 0.02% | No change | 12,000 | $152K |
| &partners | 0.00% | Reduce -21.3% | 11,106 | $140K |
| Wellspring Financial Advisors, LLC | 0.01% | No change | 10,000 | $127K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 6,000 | $76K |
| US Bancorp \de | 0.00% | No change | 4,063 | $51K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.6% | 3,204 | $41K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +170.5% | 963 | $12K |
| Private Trust Co. NA | 0.00% | No change | 886 | $11K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 879 | $11K |
| Highline Wealth Partners LLC | 0.00% | No change | 700 | $9K |
| BlackRock, Inc. | 0.00% | New | 287 | $4K |
| WPG Advisers, LLC | 0.00% | Add +174.2% | 266 | $3K |
"% of holder's portfolio" is RFMZ's weight in each manager's 13F, not the share of Rivernorth Flex Muni II the manager owns.