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Riverfront Strategic Income (RIGS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Alps Advisors Inc
DECREASED
Shares358,850 from 426,610
Change-67,760 (-16%)
Value$7.8M (-$1.9M)
Filed 2026-11-03
Meridian Financial Advisors, LLC
DECREASED
Shares86,119 from 90,591
Change-4,472 (-5%)
Value$1.9M (-$183.0K)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares42,371 from 76,998
Change-34,627 (-45%)
Value$925.8K (-$829.1K)
Filed 2026-10-30
LPL Financial LLC
DECREASED
Shares42,106 from 44,289
Change-2,183 (-5%)
Value$920.0K (-$89.4K)
Filed 2026-11-06
Koshinski Asset Management, Inc.
UNCHANGED
Shares30,910 from 30,910
Change0 (0%)
Value$675.4K (-$29.1K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares14,359 from 12,795
Change+1,564 (+12%)
Value$313.7K (+$22.1K)
Filed 2026-11-02
D.A. Davidson & Co.
UNCHANGED
Shares10,454 from 10,454
Change0 (0%)
Value$228.4K (-$9.8K)
Filed 2026-10-28
PFG Advisors
DECREASED
Shares9,486 from 10,115
Change-629 (-6%)
Value$207.3K (-$23.3K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares9,195 from 10,252
Change-1,057 (-10%)
Value$200.9K (-$32.7K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$3.6K (-$156)
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares68 from 44
Change+24 (+55%)
Value$1.5K (+$483)
Filed 2026-10-08
Prospera Financial Services Inc
CLOSED
Shares0 from 128,485
Change-128,485 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-04
Evolution Wealth Management Inc.
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$13)
Filed 2026-11-06
Morgan Stanley
N/A
Shares— from 135,986
Change-135,986 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 121,147
Change-121,147 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 100,806
Change-100,806 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 81,776
Change-81,776 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 51,053
Change-51,053 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 50,365
Change-50,365 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 48,486
Change-48,486 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 38,694
Change-38,694 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 36,615
Change-36,615 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,593
Change-34,593 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 32,704
Change-32,704 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 31,948
Change-31,948 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 15,874
Change-15,874 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 14,023
Change-14,023 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 11,744
Change-11,744 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 11,022
Change-11,022 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 595
Change-595 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 220
Change-220 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 147
Change-147 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 86
Change-86 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Status
Alps Advisors Inc
DECREASED358,850426,610-67,760-16%$9.7M$7.8M-$1.9M2026-11-03
Meridian Financial Advisors, LLC
DECREASED86,11990,591-4,472-5%$2.1M$1.9M-$183.0K2026-10-14
Truist Financial Corp
DECREASED42,37176,998-34,627-45%$1.8M$925.8K-$829.1K2026-10-30
LPL Financial LLC
DECREASED42,10644,289-2,183-5%$1.0M$920.0K-$89.4K2026-11-06
Koshinski Asset Management, Inc.
UNCHANGED30,91030,91000%$704.5K$675.4K-$29.1K2026-10-29
Kestra Advisory Services, LLC
INCREASED14,35912,795+1,564+12%$291.6K$313.7K+$22.1K2026-11-02
D.A. Davidson & Co.
UNCHANGED10,45410,45400%$238.3K$228.4K-$9.8K2026-10-28
PFG Advisors
DECREASED9,48610,115-629-6%$230.5K$207.3K-$23.3K2026-10-16
Elevated Capital Advisors, LLC
DECREASED9,19510,252-1,057-10%$233.7K$200.9K-$32.7K2026-11-04
Quest 10 Wealth Builders, Inc.
UNCHANGED16616600%$3.8K$3.6K-$1562026-11-02
Gamma Investing LLC
INCREASED6844+24+55%$1.0K$1.5K+$4832026-10-08
Prospera Financial Services Inc
CLOSED0128,485-128,485-100%$2.9M$0-$2.9M2026-11-04
Evolution Wealth Management Inc.
CLOSED048-48-100%$1.1K$0-$1.1K2026-10-28
PNC Financial Services Group, Inc.
CLOSED01-1-100%$13$0-$132026-11-06
Morgan Stanley
N/A—135,986-135,986-100%$3.1M———
Envestnet Asset Management Inc
N/A—121,147-121,147-100%$2.8M———
RiverFront Investment Group, LLC
N/A—100,806-100,806-100%$2.3M———
Private Advisor Group, LLC
N/A—81,776-81,776-100%$1.9M———
Janney Montgomery Scott LLC
N/A—51,053-51,053-100%$1.2M———
Baird Financial Group, Inc.
N/A—50,365-50,365-100%$1.1M———
Royal Bank of Canada
N/A—48,486-48,486-100%$1.1M———
Savvy Advisors, Inc.
N/A—38,694-38,694-100%$881.9K———
Ausdal Financial Partners, Inc.
N/A—36,615-36,615-100%$834.5K———
Susquehanna International Group, LLP
N/A—34,593-34,593-100%$788.4K———
Cetera Investment Advisers
N/A—32,704-32,704-100%$745.4K———
Jane Street Group, LLC
N/A—31,948-31,948-100%$728.1K———
Sanctuary Advisors, LLC
N/A—15,874-15,874-100%$361.8K———
Laraway Financial Advisors Inc
N/A—14,023-14,023-100%$319.6K———
Raymond James Financial Inc
N/A—11,744-11,744-100%$267.7K———
Osaic Holdings, Inc.
N/A—11,022-11,022-100%$251.2K———
Geneos Wealth Management Inc.
N/A—1,600-1,600-100%$36.5K———
Northwestern Mutual Wealth Management Co
N/A—595-595-100%$13.6K———
Fiduciary Financial Advisors
N/A—220-220-100%$5.0K———
Jones Financial Companies Lllp
N/A—147-147-100%$3.3K———
NewEdge Advisors, LLC
N/A—93-93-100%$2.1K———
Wells Fargo & Company
N/A—86-86-100%$1.9K———
Global Retirement Partners, LLC
N/A—64-64-100%$1.5K———
Showing 37 of 37 institutions