RIVERNORTH MANAGED DUR MUN I (RMM)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
53
Reporting holders
$54.3M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | $6.1M | 409,360 | 2.67% | 10q | -5.1%-$325.8K |
| WELLS FARGO & COMPANY/MN | $6.0M | 404,926 | 0.00% | 28q | -48.8%-$5.7M |
| GUGGENHEIM CAPITAL LLC | $4.4M | 300,841 | 0.03% | 2q | +183.0%+$2.9M |
| Advisors Asset Management, Inc. | $4.3M | 288,741 | 0.07% | 9q | +27.5%+$920.8K |
| ROYAL BANK OF CANADA | $3.7M | 250,134 | 0.00% | 28q | +4.3%+$152.2K |
| MORGAN STANLEY | $3.6M | 241,249 | 0.00% | 26q | +5.0%+$168.3K |
| UBS Group AG | $2.6M | 176,179 | 0.00% | 28q | +4.5%+$112.9K |
| ProVise Management Group, LLC | $2.5M | 170,525 | 0.17% | 14q | +1.6%+$39.0K |
| Arax Advisory Partners | $2.5M | 167,228 | 0.02% | new | NEW |
| Kestra Advisory Services, LLC | $2.5M | 165,782 | 0.01% | new | NEW |
| Rockefeller Capital Management L.P. | $1.9M | 126,763 | 0.00% | 21q | -4.7%-$91.9K |
| Wagner Wealth Management, LLC | $1.9M | 126,357 | 0.35% | 5q | +17.0%+$271.9K |
| RAYMOND JAMES FINANCIAL INC | $1.4M | 93,287 | 0.00% | 7q | -11.9%-$186.7K |
| LPL Financial LLC | $1.4M | 91,476 | 0.00% | 18q | +3.1%+$41.1K |
| OSAIC HOLDINGS, INC. | $994.7K | 67,300 | 0.00% | 26q | +33.2%+$248.0K |
| Gateway Wealth Partners, LLC | $852.6K | 57,670 | 0.05% | 4q | -50.0%-$853.2K |
| OPPENHEIMER & CO INC | $824.7K | 55,780 | 0.01% | 3q | +3.6%+$28.4K |
| STIFEL FINANCIAL CORP | $775.8K | 52,474 | 0.00% | 28q | -12.3%-$109.3K |
| Apollon Wealth Management, LLC | $656.9K | 44,430 | 0.01% | 7q | HELD |
| Estate Planners Group, LLC | $621.9K | 42,067 | 0.28% | 3q | HELD |
| Samalin Investment Counsel, LLC | $568.2K | 38,437 | 0.18% | 4q | -29.6%-$238.4K |
| &PARTNERS | $444.1K | 30,039 | 0.00% | 11q | -8.2%-$39.9K |
| HighTower Advisors, LLC | $386.0K | 26,111 | 0.00% | 3q | -22.4%-$111.2K |
| Stratos Wealth Partners, LTD. | $375.9K | 25,425 | 0.00% | 18q | +1.8%+$6.5K |
| XML Financial, LLC | $365.2K | 24,700 | 0.03% | 16q | -40.0%-$243.9K |
| Abel Hall, LLC | $295.7K | 20,000 | 0.05% | 4q | HELD |
| River Street Advisors LLC | $291.6K | 19,727 | 0.09% | 5q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $276.2K | 18,681 | 0.00% | 5q | HELD |
| NewEdge Advisors, LLC | $244.7K | 16,550 | 0.00% | 10q | -7.3%-$19.2K |
| HUB Investment Partners, LLC | $207.4K | 14,031 | 0.00% | new | NEW |
| CreativeOne Wealth, LLC | $193.7K | 13,045 | 0.00% | 14q | +1.2%+$2.3K |
| AE Wealth Management LLC | $187.8K | 12,700 | 0.00% | 22q | -4.5%-$8.9K |
| CITADEL ADVISORS LLC | $180.3K | 12,199 | 0.00% | new | NEW |
| Closed-End Fund Advisors, Inc. | $176.0K | 11,904 | 0.17% | 3q | HELD |
| Cetera Investment Advisers | $168.5K | 11,396 | 0.00% | new | NEW |
| MELFA WEALTH MANAGEMENT, INC. | $162.7K | 11,007 | 0.09% | 15q | HELD |
| FIFTH THIRD BANCORP | $88.7K | 6,000 | 0.00% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $88.7K | 6,000 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $88.7K | 5,998 | 0.00% | 18q | +0.6% |
| Noble Wealth Management PBC | $59.1K | 4,000 | 0.03% | 6q | -41.4%-$41.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $52.0K | 3,518 | 0.00% | new | NEW |
| Advocate Investing Services LLC | $37.0K | 2,500 | 0.03% | 3q | HELD |
| US BANCORP \DE\ | $29.6K | 2,000 | 0.00% | 4q | HELD |
| Integrated Wealth Concepts LLC | $21.4K | 1,450 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $18.5K | 1,250 | 0.00% | 20q | HELD |
| Clear Street Group Inc. | $12.3K | 831 | 0.00% | new | NEW |
| Triumph Capital Management | $7.4K | 500 | 0.00% | new | NEW |
| West Branch Capital LLC | $7.4K | 500 | 0.00% | 15q | HELD |
| Bank of New Hampshire | $7.4K | 500 | 0.00% | 5q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $6.7K | 450 | 0.00% | 4q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $3.6K | 245 | 0.00% | 15q | HELD |
| WEDBUSH SECURITIES INC | $872 | 58,972 | 0.02% | 28q | +8.6% |
| Janney Montgomery Scott LLC | $778 | 52,658 | 0.00% | 24q | +101.8% |
| Allworth Financial LP | $7 | 0 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $6 | 0 | 0.00% | 6q | HELD |
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 | 53 | $54.3M | 3,674,263 | 9 | 13 | 13 | 0.0% |
| Q1 2026 | 49 | $52.1M | 3,807,718 | 6 | 15 | 11 | 0.0% |
| Q4 2025 | 55 | $47.5M | 3,486,686 | 9 | 19 | 9 | 0.0% |
| Q3 2025 | 48 | $40.1M | 2,837,383 | 9 | 10 | 12 | 0.0% |
| Q2 2025 | 47 | $53.6M | 3,998,348 | 8 | 18 | 11 | 0.0% |
| Q1 2025 | 41 | $51.6M | 3,606,479 | 4 | 19 | 6 | 0.0% |
| Q4 2024 | 43 | $47.2M | 3,276,622 | 9 | 11 | 13 | 0.0% |
| Q3 2024 | 37 | $52.8M | 3,287,468 | 2 | 14 | 8 | 0.0% |
| Q2 2024 | 40 | $49.5M | 3,241,797 | 2 | 15 | 11 | 0.0% |
| Q1 2024 | 40 | $56.3M | 3,762,160 | 7 | 10 | 11 | 0.0% |
| Q4 2023 | 37 | $45.3M | 3,196,019 | 10 | 10 | 6 | 0.0% |
| Q3 2023 | 28 | $32.9M | 2,396,592 | 3 | 10 | 6 | 0.0% |
| Q2 2023 | 28 | $36.0M | 2,379,327 | 0 | 11 | 10 | 0.0% |
| Q1 2023 | 29 | $29.1M | 1,931,161 | 6 | 8 | 6 | 0.0% |
| Q4 2022 | 29 | $30.5M | 2,115,487 | 6 | 8 | 11 | 0.0% |
| Q3 2022 | 28 | $29.1M | 1,988,132 | 3 | 15 | 7 | 0.0% |
| Q2 2022 | 28 | $29.9M | 1,896,275 | 3 | 14 | 9 | 0.0% |
| Q1 2022 | 30 | $33.5M | 1,951,071 | 7 | 10 | 12 | 0.0% |
| Q4 2021 | 27 | $44.0M | 2,183,493 | 2 | 12 | 8 | 0.0% |
| Q3 2021 | 25 | $51.3M | 2,588,937 | 4 | 7 | 10 | 0.0% |
| Q2 2021 | 29 | $56.4M | 2,781,092 | 4 | 12 | 11 | 0.0% |
| Q1 2021 | 29 | $58.7M | 3,151,817 | 3 | 13 | 10 | 0.0% |
| Q4 2020 | 32 | $53.5M | 3,001,801 | 9 | 13 | 5 | 0.0% |
| Q3 2020 | 23 | $31.0M | 1,855,470 | 10 | 8 | 2 | 0.0% |
| Q2 2020 | 16 | $25.0M | 1,459,805 | 2 | 8 | 5 | 0.0% |
| Q1 2020 | 16 | $23.1M | 1,292,608 | 6 | 7 | 2 | 0.0% |
| Q4 2019 | 15 | $18.7M | 967,642 | 8 | 4 | 2 | 0.0% |
| Q3 2019 | 6 | $14.0M | 699,711 | 6 | 0 | 0 | 0.0% |