RIVERNORTH DOUBLELINE STRATE (OPP)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
58
Reporting holders
$65.6M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $17.2M | 2,229,539 | 0.00% | 35q | +1.5%+$247.1K |
| WELLS FARGO & COMPANY/MN | $12.7M | 1,651,237 | 0.00% | 31q | -44.8%-$10.4M |
| ROYAL BANK OF CANADA | $6.9M | 894,981 | 0.00% | 31q | -12.4%-$980.2K |
| Advisors Asset Management, Inc. | $5.2M | 672,863 | 0.08% | 5q | +29.4%+$1.2M |
| Pathstone Holdings, LLC | $4.0M | 522,990 | 0.01% | 3q | +51.1%+$1.4M |
| RIVERBRIDGE PARTNERS LLC | $1.9M | 240,803 | 0.05% | 10q | +1.6%+$28.6K |
| J.W. COLE ADVISORS, INC. | $1.8M | 232,070 | 0.03% | new | NEW |
| 1607 Capital Partners, LLC | $1.5M | 198,749 | 0.13% | 15q | -41.1%-$1.1M |
| NewEdge Advisors, LLC | $1.4M | 186,728 | 0.00% | 19q | +6.1%+$82.5K |
| UBS Group AG | $1.3M | 173,560 | 0.00% | 31q | -18.6%-$306.0K |
| PFG Investments, LLC | $1.1M | 137,960 | 0.04% | 10q | HELD |
| LPL Financial LLC | $990.9K | 128,349 | 0.00% | 19q | +1.4%+$13.7K |
| Baird Financial Group, Inc. | $981.4K | 127,126 | 0.00% | 31q | +2.8%+$27.1K |
| Verity Asset Management, Inc. | $721.5K | 93,465 | 0.27% | 14q | +5.2%+$35.6K |
| OSAIC HOLDINGS, INC. | $595.3K | 77,117 | 0.00% | 26q | -10.7%-$71.0K |
| SeaCrest Wealth Management, LLC | $572.4K | 74,142 | 0.06% | 31q | +12.9%+$65.5K |
| Yakira Capital Management, Inc. | $513.1K | 66,462 | 0.15% | 3q | -9.6%-$54.3K |
| FIRST FOUNDATION ADVISORS | $473.5K | 61,339 | 0.02% | 28q | HELD |
| Kestra Advisory Services, LLC | $440.2K | 57,020 | 0.00% | 7q | HELD |
| Next Capital Management LLC | $425.4K | 55,109 | 0.11% | 5q | HELD |
| Shaker Financial Services, LLC | $373.6K | 48,388 | 0.12% | 5q | -59.6%-$550.6K |
| Total Wealth Planning & Management, Inc. | $355.6K | 46,058 | 0.24% | 6q | +2.9%+$10.0K |
| READYSTATE ASSET MANAGEMENT LP | $331.7K | 42,963 | 0.01% | new | NEW |
| Closed-End Fund Advisors, Inc. | $326.7K | 42,324 | 0.32% | 3q | +4.2%+$13.0K |
| Post Resch Tallon Group Inc. | $304.3K | 39,418 | 0.21% | 6q | +32.2%+$74.1K |
| FIFTH THIRD BANCORP | $287.9K | 37,297 | 0.00% | 2q | HELD |
| CSS LLC/IL | $241.9K | 31,339 | 0.01% | 3q | HELD |
| Navis Wealth Advisors, LLC | $241.3K | 31,258 | 0.09% | 20q | +3.6%+$8.4K |
| RAYMOND JAMES FINANCIAL INC | $218.4K | 28,294 | 0.00% | 7q | +11.1%+$21.9K |
| Powell Investment Advisors, LLC | $213.3K | 27,636 | 0.07% | 7q | +1.1%+$2.2K |
| WFA of San Diego, LLC | $168.7K | 22,000 | 0.14% | 3q | +45.0%+$52.3K |
| STIFEL FINANCIAL CORP | $168.5K | 21,824 | 0.00% | 31q | -2.3%-$4.0K |
| CoreCap Advisors, LLC | $145.9K | 18,900 | 0.00% | 14q | +24.3%+$28.5K |
| Sanctuary Advisors, LLC | $137.4K | 17,802 | 0.00% | new | NEW |
| Perennial Investment Advisors, LLC | $125.6K | 16,272 | 0.01% | 14q | +1.1%+$1.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $122.3K | 15,842 | 0.00% | 21q | -42.3%-$89.7K |
| Almitas Capital LLC | $112.0K | 14,511 | 0.03% | 3q | -57.3%-$150.2K |
| Advisory Solutions Group, LLC | $105.0K | 13,605 | 0.04% | new | FIRST |
| Ausdal Financial Partners, Inc. | $98.6K | 12,771 | 0.00% | 7q | +3.6%+$3.4K |
| Fiduciary Group, LLC | $93.4K | 12,100 | 0.01% | 31q | HELD |
| Prime Capital Investment Advisors, LLC | $89.1K | 11,546 | 0.00% | 8q | -66.2%-$174.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $88.4K | 11,452 | 0.00% | 3q | -6.3%-$5.9K |
| HOLLENCREST CAPITAL MANAGEMENT | $84.5K | 10,945 | 0.01% | 15q | HELD |
| Rockefeller Capital Management L.P. | $65.8K | 8,521 | 0.00% | 4q | HELD |
| Global Retirement Partners, LLC | $51.5K | 6,676 | 0.00% | 2q | +17.9%+$7.8K |
| Noble Wealth Management PBC | $42.8K | 5,548 | 0.02% | 2q | -42.4%-$31.5K |
| LANARK FINANCIAL, INC. | $39.3K | 5,085 | 0.00% | 12q | HELD |
| PNC Financial Services Group, Inc. | $38.6K | 5,000 | 0.00% | 8q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $17.8K | 2,300 | 0.00% | 3q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $15.0K | 1,937 | 0.00% | 3q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $11.8K | 1,532 | 0.00% | 2q | HELD |
| WPG Advisers, LLC | $9.3K | 1,210 | 0.01% | 7q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $7.7K | 1,000 | 0.00% | 4q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $7.1K | 930 | 0.00% | 5q | HELD |
| Nemes Rush Group LLC | $6.2K | 800 | 0.00% | new | NEW |
| SIT INVESTMENT ASSOCIATES INC | $4.1K | 536,704 | 0.08% | 3q | +1.3% |
| Geneos Wealth Management Inc. | $2.7K | 345 | 0.00% | 23q | HELD |
| WEDBUSH SECURITIES INC | $482 | 62,400 | 0.01% | 18q | HELD |
| Allworth Financial LP | $386 | 50 | 0.00% | 4q | HELD |
| ASSETMARK, INC | $31 | 4 | 0.00% | 10q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-28 | 13G/A | Wells Fargo & Company | 6.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 58 | $65.6M | 8,497,092 | 4 | 20 | 13 | 0.0% |
| Q1 2026 | 60 | $73.0M | 9,665,945 | 6 | 19 | 18 | 0.0% |
| Q4 2025 | 63 | $66.0M | 8,305,298 | 13 | 20 | 15 | 0.0% |
| Q3 2025 | 49 | $57.1M | 6,691,353 | 6 | 19 | 14 | 0.0% |
| Q2 2025 | 47 | $64.9M | 7,590,819 | 6 | 17 | 14 | 0.0% |
| Q1 2025 | 45 | $53.8M | 6,271,799 | 3 | 19 | 12 | 0.0% |
| Q4 2024 | 53 | $50.4M | 6,040,455 | 11 | 15 | 11 | 0.0% |
| Q3 2024 | 40 | $45.8M | 5,050,684 | 6 | 10 | 11 | 0.0% |
| Q2 2024 | 41 | $45.8M | 5,292,523 | 1 | 10 | 16 | 0.0% |
| Q1 2024 | 50 | $76.2M | 8,848,858 | 10 | 17 | 10 | 0.0% |
| Q4 2023 | 44 | $55.8M | 6,676,843 | 7 | 20 | 6 | 0.0% |
| Q3 2023 | 45 | $35.6M | 4,495,871 | 4 | 13 | 15 | 0.0% |
| Q2 2023 | 46 | $41.2M | 4,821,331 | 1 | 19 | 11 | 0.0% |
| Q1 2023 | 48 | $35.1M | 4,103,492 | 14 | 13 | 6 | 0.0% |
| Q4 2022 | 39 | $17.1M | 1,972,232 | 8 | 8 | 10 | 0.0% |
| Q3 2022 | 48 | $50.7M | 5,512,379 | 9 | 10 | 16 | 0.0% |
| Q2 2022 | 45 | $32.1M | 2,980,583 | 11 | 13 | 12 | 0.0% |
| Q1 2022 | 37 | $41.4M | 3,321,018 | 5 | 14 | 14 | 0.0% |
| Q4 2021 | 41 | $51.1M | 3,595,407 | 4 | 14 | 14 | 0.0% |
| Q3 2021 | 36 | $32.8M | 2,253,218 | 3 | 17 | 9 | 0.0% |
| Q2 2021 | 37 | $32.3M | 2,073,958 | 6 | 17 | 8 | 0.0% |
| Q1 2021 | 39 | $40.3M | 2,668,278 | 3 | 12 | 17 | 0.0% |
| Q4 2020 | 50 | $44.4M | 3,100,070 | 9 | 17 | 17 | 0.0% |
| Q3 2020 | 46 | $44.1M | 3,215,077 | 8 | 12 | 19 | 0.0% |
| Q2 2020 | 41 | $50.9M | 3,654,888 | 2 | 15 | 16 | 0.0% |
| Q1 2020 | 51 | $51.1M | 3,993,120 | 13 | 14 | 15 | 0.0% |
| Q4 2019 | 45 | $64.5M | 3,926,491 | 11 | 18 | 8 | 0.0% |
| Q3 2019 | 36 | $42.0M | 2,414,044 | 5 | 12 | 10 | 0.0% |
| Q2 2019 | 34 | $44.8M | 2,627,061 | 2 | 17 | 9 | 0.0% |
| Q1 2019 | 36 | $49.6M | 3,027,222 | 6 | 14 | 9 | 0.0% |
| Q4 2018 | 34 | $49.8M | 3,067,330 | 0 | 1 | 0 | 0.0% |