HolderBook

RIVERNORTH OPPORTUNITIES FD (RIV)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

56
Reporting holders
$73.1M
Reported value
0.0%
Held as options
+4
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

FilerValueShares Their book Held Change
MORGAN STANLEY$21.8M1,868,9690.00%35q-1.3%-$280.2K
LPL Financial LLC$6.9M595,6380.00%20q+11.4%+$710.9K
Arete Wealth Advisors, LLC$5.1M440,1530.11%3q+0.7%+$33.7K
BANK OF AMERICA CORP /DE/$3.9M331,8460.00%31q+3.0%+$111.9K
WELLS FARGO & COMPANY/MN$3.4M292,2230.00%31q-49.8%-$3.4M
Yakira Capital Management, Inc.$2.7M232,7170.77%3q-12.9%-$402.1K
Everstar Asset Management, LLC$2.5M213,6851.20%8q+26.8%+$526.6K
ROYAL BANK OF CANADA$2.3M199,8920.00%31q-2.6%-$61.2K
ENVESTNET ASSET MANAGEMENT INC$2.1M177,1890.00%13q+2.6%+$53.3K
RAYMOND JAMES FINANCIAL INC$2.0M169,7060.00%7q+183.4%+$1.3M
PRINCIPAL SECURITIES, INC.$2.0M168,6740.02%11q+2.8%+$53.3K
Baird Financial Group, Inc.$1.4M118,7910.00%15q-3.2%-$45.3K
Tennessee Valley Asset Management Partners$1.3M114,1690.15%18q-12.9%-$197.7K
Marks Group Wealth Management, Inc$1.3M107,8690.11%14qHELD
OSAIC HOLDINGS, INC.$1.2M99,5720.00%26q-3.0%-$36.5K
NATIONS FINANCIAL GROUP INC, /IA/ /ADV$995.0K85,3370.05%29q-1.6%-$15.7K
Advisory Solutions Group, LLC$984.9K84,4700.33%newFIRST
NOMURA HOLDINGS INC$977.9K83,8640.00%4qHELD
Advisor OS, LLC$831.2K71,2890.06%7q+20.9%+$143.6K
Opal Wealth Advisors, LLC$803.2K68,8820.17%5qHELD
Creative Planning$794.5K68,1380.00%newNEW
Allworth Financial LP$770.1K66,0470.00%5q+2.2%+$16.5K
STIFEL FINANCIAL CORP$663.1K56,8670.00%5q-7.8%-$55.7K
OPPENHEIMER & CO INC$627.1K53,7790.01%22q+1.6%+$9.7K
NWF Advisory Services Inc.$519.2K44,5270.05%6q-12.6%-$74.6K
CSS LLC/IL$512.0K43,9150.02%3qHELD
Kovack Advisors, Inc.$471.0K40,4680.02%3q+8.2%+$35.9K
CoreCap Advisors, LLC$413.2K35,4360.01%16q+76.0%+$178.4K
Total Wealth Planning & Management, Inc.$366.6K31,4370.25%5q+3.0%+$10.8K
Private Advisor Group, LLC$302.9K25,9780.00%18q-1.1%-$3.4K
CHOREO, LLC$284.1K24,3620.00%newNEW
UBS Group AG$253.1K21,7070.00%31qHELD
SeaCrest Wealth Management, LLC$251.8K21,5930.03%31q+4.0%+$9.8K
HighTower Advisors, LLC$224.8K19,2800.00%20qHELD
COMMONWEALTH EQUITY SERVICES, LLC$219.8K18,8490.00%20qHELD
NewEdge Advisors, LLC$218.0K18,7000.00%newNEW
Clear Street Group Inc.$204.2K17,5160.00%newNEW
BlackRock, Inc.$179.2K15,3730.00%5qHELD
Westside Investment Management, Inc.$174.9K15,0000.02%15q-25.0%-$58.3K
WealthTrust Asset Management, LLC$168.5K14,4540.09%6q-4.4%-$7.8K
Sequoia Financial Advisors, LLC$163.2K14,0000.00%8qHELD
Gateway Wealth Partners, LLC$161.3K13,8330.01%3q-47.1%-$143.8K
CITADEL ADVISORS LLC$151.3K12,9730.00%newNEW
Cetera Investment Advisers$145.1K12,4450.00%4q+1.3%+$1.9K
CHANNEL WEALTH LLC$129.7K11,1210.03%14q-4.3%-$5.8K
ALTERNA WEALTH MANAGEMENT, INC$128.3K11,0070.07%newNEW
CIBC Bancorp USA Inc.$128.3K11,0000.00%2qHELD
SIT INVESTMENT ASSOCIATES INC$29.0K2,488,0220.55%4qHELD
Pinnacle Wealth Planning Services, Inc.$23.3K2,0000.00%3qHELD
Larson Financial Group LLC$10.8K9300.00%newNEW
HARBOUR INVESTMENTS, INC.$10.0K8560.00%2q+59.1%+$3.7K
Penserra Capital Management LLC$9.0K775,9860.07%8q+4.0%
Luminist Capital LLC$6.3K5370.01%newNEW
COMPASS FINANCIAL MANAGEMENT LLC$5.8K5000.00%newFIRST
Geneos Wealth Management Inc.$3.6K3100.00%18qHELD
HIGHLINE WEALTH PARTNERS LLC$2.1K1800.00%4qHELD
Ameritas Advisory Services, LLC$1.2K1000.00%newNEW
Farther Finance Advisors, LLC$968830.00%11qHELD
Janney Montgomery Scott LLC$37632,2880.00%26q+0.9%
WEDBUSH SECURITIES INC$30826,4560.01%21qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202656$73.1M6,270,236916150.0%
Q1 202652$73.9M6,653,010416170.0%
Q4 202553$77.7M6,989,0321017150.0%
Q3 202546$60.4M5,026,24291860.0%
Q2 202543$56.9M4,638,918711110.0%
Q1 202541$50.4M4,283,734615100.0%
Q4 202442$49.4M4,297,999615120.0%
Q3 202439$54.0M4,212,44431780.0%
Q2 202443$61.1M4,983,755220100.0%
Q1 202447$94.1M7,839,954417150.0%
Q4 202349$69.1M6,287,016132180.0%
Q3 202335$42.2M4,019,24621580.0%
Q2 202340$46.4M4,055,29341860.0%
Q1 202341$41.1M3,622,416101950.0%
Q4 202231$32.6M2,655,99061090.0%
Q3 202232$33.1M2,720,332214100.0%
Q2 202231$36.3M2,574,32631380.0%
Q1 202234$43.3M2,712,463415110.0%
Q4 202140$54.2M3,399,2171014100.0%
Q3 202132$35.0M2,056,367610100.0%
Q2 202127$35.8M1,947,24221070.0%
Q1 202129$29.7M1,700,92877100.0%
Q4 202023$28.2M1,754,2513970.0%
Q3 202024$25.1M1,750,33665120.0%
Q2 202022$25.9M1,742,21237110.0%
Q1 202028$21.6M1,740,18579100.0%
Q4 201926$32.7M2,006,36751350.0%
Q3 201922$15.5M897,6625850.0%
Q2 201920$12.1M711,4632850.0%
Q1 201922$12.9M781,1373860.0%
Q4 201821$13.7M840,5730100.0%