Rivernorth Capital & Income (XRSFX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Capital Investment Advisors, LLC

DECREASED

Shares18,337 from 21,267

Change-2,930 (-14%)

Value$262.8K (-$48.2K)

Filed 2026-10-22

Hennion & Walsh Asset Management, Inc.

NEW

Shares15,768

Change+15,768

Value$226.0K

Filed 2026-10-13

CoreCap Advisors, LLC

UNCHANGED

Shares6,500 from 6,500

Change0 (0%)

Value$93.1K (-$1.9K)

Filed 2026-10-08

Highline Wealth Partners LLC

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$2.9K (-$58)

Filed 2026-10-19

Palatine Hill Wealth Management, LLC

CLOSED

Shares0 from 38,668

Change-38,668 (-100%)

Value$0 (-$565.3K)

Filed 2026-11-03

N/A

Shares— from 148,230

Change-148,230 (-100%)

Value—

Significant Wealth Partners LLC

N/A

Shares— from 123,933

Change-123,933 (-100%)

Value—

Clear Street Group Inc.

N/A

Shares— from 123,876

Change-123,876 (-100%)

Value—

Waverly Advisors, LLC

N/A

Shares— from 82,542

Change-82,542 (-100%)

Value—

Icon Advisers Inc

N/A

Shares— from 43,407

Change-43,407 (-100%)

Value—

Everstar Asset Management, LLC

N/A

Shares— from 33,999

Change-33,999 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 25,926

Change-25,926 (-100%)

Value—

N/A

Shares— from 12,263

Change-12,263 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 10,217

Change-10,217 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,643

Change-8,643 (-100%)

Value—

N/A

Shares— from 4,950

Change-4,950 (-100%)

Value—

	Status
Capital Investment Advisors, LLC	DECREASED	18,337	21,267	-2,930	-14%	$310.9K	$262.8K	-$48.2K	2026-10-22
Hennion & Walsh Asset Management, Inc.	NEW	15,768	—	+15,768	—	—	$226.0K	—	2026-10-13
CoreCap Advisors, LLC	UNCHANGED	6,500	6,500	0	0%	$95.0K	$93.1K	-$1.9K	2026-10-08
Highline Wealth Partners LLC	UNCHANGED	200	200	0	0%	$2.9K	$2.9K	-$58	2026-10-19
Palatine Hill Wealth Management, LLC	CLOSED	0	38,668	-38,668	-100%	$565.3K	$0	-$565.3K	2026-11-03
CSS LLC	N/A	—	148,230	-148,230	-100%	$2.2M	—	—	—
Significant Wealth Partners LLC	N/A	—	123,933	-123,933	-100%	$1.8M	—	—	—
Clear Street Group Inc.	N/A	—	123,876	-123,876	-100%	$1.8M	—	—	—
Waverly Advisors, LLC	N/A	—	82,542	-82,542	-100%	$1.2M	—	—	—
Icon Advisers Inc	N/A	—	43,407	-43,407	-100%	$634.6K	—	—	—
Everstar Asset Management, LLC	N/A	—	33,999	-33,999	-100%	$497.1K	—	—	—
Equitable Holdings, Inc.	N/A	—	25,926	-25,926	-100%	$379.0K	—	—	—
Morgan Stanley	N/A	—	12,263	-12,263	-100%	$179.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	12,000	-12,000	-100%	$175.4K	—	—	—
Raymond James Financial Inc	N/A	—	10,217	-10,217	-100%	$149.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,643	-8,643	-100%	$126.4K	—	—	—
UBS Group AG	N/A	—	4,950	-4,950	-100%	$72.4K	—	—	—

Showing 17 of 17 institutions