Rivernorth OpportunitiesRIV
13F holders, Q2 2025 (June 30)48holders +1
7new positions
6sold out
$12.26avg. 13F price*
At the end of Q2 2025, 48 institutions reported holding Rivernorth Opportunities (RIV) in their 13F filings, up 1 from Q1 2025. 7 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($21.7M), Penserra Capital Management LLC ($7.2M) and LPL Financial LLC ($5.5M).
- Company
- Rivernorth Opportunities
- CUSIP
- 76881Y109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.5M |
| Exits | 6 | $3.4M |
All 13F filers, Q1 2025 → Q2 2025: 344,000 shares bought and 354,752 shares sold, net −10,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Morgan Stanley | 0.00% | Reduce -0.1% | 1,766,557 | $21.7M |
| Penserra Capital Management LLC | 0.10% | Add +3.0% | 588,396 | $7.2M |
| LPL Financial LLC | 0.00% | Add +4.8% | 446,832 | $5.5M |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 257,869 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +1.1% | 201,206 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.7% | 189,654 | $2.3M |
| Principal Securities, Inc. | 0.04% | Add +10.2% | 182,592 | $2.2M |
| Tennessee Valley Asset Management Partners | 0.43% | Add +21.6% | 137,601 | $1.7M |
| Marks Group Wealth Management, Inc | 0.13% | No change | 115,399 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.3% | 112,807 | $1.4M |
| Everstar Asset Management, LLC | 0.78% | Add +11.4% | 103,746 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +24.9% | 102,427 | $1.3M |
| Stifel Financial Corp. | 0.00% | New | 93,610 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -1.5% | 88,088 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Add +1.7% | 63,215 | $775K |
| NWF Advisory Services Inc. | 0.08% | No change | 56,227 | $689K |
| Advisor OS, LLC | 0.06% | Add +0.9% | 53,665 | $658K |
| Bank of America Corp. | 0.00% | Add +89.7% | 47,442 | $582K |
| Allworth Financial LP | 0.00% | New | 47,096 | $577K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -7.4% | 43,387 | $532K |
| Kovack Advisors, Inc. | 0.05% | New | 38,285 | $469K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.5% | 37,105 | $455K |
| Shaker Financial Services, LLC | 0.14% | Reduce -46.5% | 30,464 | $373K |
| Total Wealth Planning & Management, Inc. | 0.29% | Add +3.5% | 27,108 | $332K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.9% | 25,910 | $318K |
| CoreCap Advisors, LLC | 0.01% | Reduce -14.5% | 24,100 | $295K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 24,091 | $295K |
| Opal Wealth Advisors, LLC | 0.07% | New | 21,641 | $265K |
| UBS Group AG | 0.00% | No change | 20,282 | $249K |
| Westside Investment Management, Inc. | 0.05% | No change | 20,000 | $245K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.3% | 19,313 | $237K |
| HighTower Advisors, LLC | 0.00% | No change | 19,280 | $236K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.6% | 18,600 | $228K |
| Private Advisor Group, LLC | 0.00% | Reduce -34.0% | 17,351 | $213K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 14,000 | $172K |
| Channel Wealth LLC | 0.04% | No change | 12,371 | $152K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 11,300 | $139K |
| Strategic Financial Concepts, LLC | 0.02% | No change | 10,800 | $132K |
| WealthTrust Asset Management, LLC | 0.10% | Reduce -25.1% | 10,790 | $132K |
| BlackRock, Inc. | 0.00% | New | 5,528 | $68K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 3,400 | $40K |
| National Bank of Canada | 0.00% | No change | 2,639 | $32K |
| Cwm, LLC | 0.00% | No change | 981 | $12K |
| Luminist Capital LLC | 0.01% | No change | 537 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 310 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 100 | $1K |
| Farther Finance Advisors, LLC | 0.00% | No change | 83 | $1K |
| Sunbelt Securities, Inc. | 0.00% | New | 10 | $117 |
"% of holder's portfolio" is RIV's weight in each manager's 13F, not the share of Rivernorth Opportunities the manager owns.