Rivernrth Lelne STR OPP (OPP)

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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Riverbridge Partners LLC

INCREASED

Shares258,259 from 240,803

Change+17,456 (+7%)

Value$1.8M (-$71.8K)

Filed 2026-11-05

J.W. Cole Advisors, Inc.

DECREASED

Shares230,381 from 232,070

Change-1,689 (-1%)

Value$1.6M (-$197.3K)

Filed 2026-11-05

LPL Financial LLC

INCREASED

Shares131,391 from 128,349

Change+3,042 (+2%)

Value$909.2K (-$81.6K)

Filed 2026-11-06

First Trust Capital Management L.P.

NEW

Shares98,931

Change+98,931

Value$826.1K

Filed 2026-11-06

SeaCrest Wealth Management, LLC

DECREASED

Shares72,331 from 74,142

Change-1,811 (-2%)

Value$500.5K (-$71.8K)

Filed 2026-10-21

Kestra Advisory Services, LLC

INCREASED

Shares66,020 from 57,020

Change+9,000 (+16%)

Value$456.9K (+$16.7K)

Filed 2026-11-02

Verity Asset Management, Inc.

DECREASED

Shares65,396 from 93,465

Change-28,069 (-30%)

Value$452.5K (-$269.0K)

Filed 2026-10-30

Wedbush Securities Inc

DECREASED

Shares61,100 from 62,400

Change-1,300 (-2%)

Value$423 (-$481.6K)

Filed 2026-10-22

Shaker Financial Services, LLC

INCREASED

Shares60,800 from 48,388

Change+12,412 (+26%)

Value$420.7K (+$47.2K)

Filed 2026-10-14

Closed-End Fund Advisors, Inc.

INCREASED

Shares52,261 from 42,324

Change+9,937 (+23%)

Value$361.6K (+$34.9K)

Filed 2026-11-04

Total Wealth Planning & Management, Inc.

INCREASED

Shares51,661 from 46,058

Change+5,603 (+12%)

Value$357.5K (+$1.9K)

Filed 2026-10-23

Post Resch Tallon Group Inc.

DECREASED

Shares38,992 from 39,418

Change-426 (-1%)

Value$269.8K (-$34.5K)

Filed 2026-10-09

Fifth Third Bancorp

DECREASED

Shares37,266 from 37,297

Change-31 (0%)

Value$257.9K (-$30.1K)

Filed 2026-11-05

Matisse Capital

NEW

Shares35,891

Change+35,891

Value$272.8K

Filed 2026-10-29

CoreCap Advisors, LLC

INCREASED

Shares29,154 from 18,900

Change+10,254 (+54%)

Value$201.7K (+$55.8K)

Filed 2026-10-08

Powell Investment Advisors, LLC

INCREASED

Shares27,838 from 27,636

Change+202 (+1%)

Value$192.6K (-$20.7K)

Filed 2026-10-22

Advisory Solutions Group, LLC

INCREASED

Shares19,423 from 13,605

Change+5,818 (+43%)

Value$134.4K (+$29.4K)

Filed 2026-10-14

Commonwealth Equity Services, LLC

INCREASED

Shares15,918 from 15,842

Change+76 (+0%)

Value$110.2K (-$12.2K)

Filed 2026-11-02

Prime Capital Investment Advisors, LLC

UNCHANGED

Shares11,546 from 11,546

Change0 (0%)

Value$79.9K (-$9.2K)

Filed 2026-10-20

Noble Wealth Management PBC

INCREASED

Shares5,705 from 5,548

Change+157 (+3%)

Value$39.5K (-$3.4K)

Filed 2026-10-01

Lanark Financial, Inc.

UNCHANGED

Shares5,085 from 5,085

Change0 (0%)

Value$35.2K (-$4.1K)

Filed 2026-10-26

PNC Financial Services Group, Inc.

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$34.6K (-$4.0K)

Filed 2026-11-06

Blue Bell Private Wealth Management, LLC

INCREASED

Shares2,900 from 2,300

Change+600 (+26%)

Value$20.1K (+$2.3K)

Filed 2026-10-29

Pinnacle Wealth Planning Services, Inc.

UNCHANGED

Shares1,937 from 1,937

Change0 (0%)

Value$13.4K (-$1.6K)

Filed 2026-10-27

WPG Advisers, LLC

DECREASED

Shares1,207 from 1,210

Change-3 (0%)

Value$8.4K (-$989)

Filed 2026-10-27

Highline Wealth Partners LLC

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$6.9K (-$800)

Filed 2026-10-19

Allworth Financial LP

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$386 ($0)

Filed 2026-11-06

Assetmark, Inc

UNCHANGED

Shares4 from 4

Change0 (0%)

Value$28 (-$3)

Filed 2026-10-21

International Assets Investment Management, LLC

CLOSED

Shares0 from 930

Change-930 (-100%)

Value$0 (-$7.1K)

Filed 2026-11-02

Nemes Rush Group LLC

CLOSED

Shares0 from 800

Change-800 (-100%)

Value$0 (-$6.2K)

Filed 2026-11-04

Morgan Stanley

N/A

Shares— from 2,229,539

Change-2,229,539 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 1,651,237

Change-1,651,237 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 894,981

Change-894,981 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 672,863

Change-672,863 (-100%)

Value—

SIT Investment Associates Inc

N/A

Shares— from 536,704

Change-536,704 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 522,990

Change-522,990 (-100%)

Value—

1607 Capital Partners, LLC

N/A

Shares— from 397,498

Change-397,498 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 186,728

Change-186,728 (-100%)

Value—

UBS Group AG

N/A

Shares— from 173,560

Change-173,560 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 137,960

Change-137,960 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 127,126

Change-127,126 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 77,117

Change-77,117 (-100%)

Value—

Yakira Capital Management, Inc.

N/A

Shares— from 66,462

Change-66,462 (-100%)

Value—

First Foundation Advisors

N/A

Shares— from 61,339

Change-61,339 (-100%)

Value—

Next Capital Management LLC

N/A

Shares— from 55,109

Change-55,109 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 46,050

Change-46,050 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 46,050

Change-46,050 (-100%)

Value—

Readystate Asset Management LP

N/A

Shares— from 42,963

Change-42,963 (-100%)

Value—

CSS LLC

N/A

Shares— from 31,339

Change-31,339 (-100%)

Value—

Navis Wealth Advisors, LLC

N/A

Shares— from 31,258

Change-31,258 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 28,294

Change-28,294 (-100%)

Value—

WFA of San Diego, LLC

N/A

Shares— from 22,000

Change-22,000 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 21,824

Change-21,824 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 17,802

Change-17,802 (-100%)

Value—

Perennial Investment Advisors, LLC

N/A

Shares— from 16,272

Change-16,272 (-100%)

Value—

Almitas Capital LLC

N/A

Shares— from 14,511

Change-14,511 (-100%)

Value—

Ausdal Financial Partners, Inc.

N/A

Shares— from 12,771

Change-12,771 (-100%)

Value—

Fiduciary Group, LLC

N/A

Shares— from 12,100

Change-12,100 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 11,452

Change-11,452 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 10,945

Change-10,945 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 8,521

Change-8,521 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 6,676

Change-6,676 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 1,532

Change-1,532 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 345

Change-345 (-100%)

Value—

	Status
Riverbridge Partners LLC	INCREASED	258,259	240,803	+17,456	+7%	$1.9M	$1.8M	-$71.8K	2026-11-05
J.W. Cole Advisors, Inc.	DECREASED	230,381	232,070	-1,689	-1%	$1.8M	$1.6M	-$197.3K	2026-11-05
LPL Financial LLC	INCREASED	131,391	128,349	+3,042	+2%	$990.9K	$909.2K	-$81.6K	2026-11-06
First Trust Capital Management L.P.	NEW	98,931	—	+98,931	—	—	$826.1K	—	2026-11-06
SeaCrest Wealth Management, LLC	DECREASED	72,331	74,142	-1,811	-2%	$572.4K	$500.5K	-$71.8K	2026-10-21
Kestra Advisory Services, LLC	INCREASED	66,020	57,020	+9,000	+16%	$440.2K	$456.9K	+$16.7K	2026-11-02
Verity Asset Management, Inc.	DECREASED	65,396	93,465	-28,069	-30%	$721.6K	$452.5K	-$269.0K	2026-10-30
Wedbush Securities Inc	DECREASED	61,100	62,400	-1,300	-2%	$482.0K	$423	-$481.6K	2026-10-22
Shaker Financial Services, LLC	INCREASED	60,800	48,388	+12,412	+26%	$373.6K	$420.7K	+$47.2K	2026-10-14
Closed-End Fund Advisors, Inc.	INCREASED	52,261	42,324	+9,937	+23%	$326.7K	$361.6K	+$34.9K	2026-11-04
Total Wealth Planning & Management, Inc.	INCREASED	51,661	46,058	+5,603	+12%	$355.6K	$357.5K	+$1.9K	2026-10-23
Post Resch Tallon Group Inc.	DECREASED	38,992	39,418	-426	-1%	$304.3K	$269.8K	-$34.5K	2026-10-09
Fifth Third Bancorp	DECREASED	37,266	37,297	-31	0%	$287.9K	$257.9K	-$30.1K	2026-11-05
Matisse Capital	NEW	35,891	—	+35,891	—	—	$272.8K	—	2026-10-29
CoreCap Advisors, LLC	INCREASED	29,154	18,900	+10,254	+54%	$145.9K	$201.7K	+$55.8K	2026-10-08
Powell Investment Advisors, LLC	INCREASED	27,838	27,636	+202	+1%	$213.3K	$192.6K	-$20.7K	2026-10-22
Advisory Solutions Group, LLC	INCREASED	19,423	13,605	+5,818	+43%	$105.0K	$134.4K	+$29.4K	2026-10-14
Commonwealth Equity Services, LLC	INCREASED	15,918	15,842	+76	+0%	$122.3K	$110.2K	-$12.2K	2026-11-02
Prime Capital Investment Advisors, LLC	UNCHANGED	11,546	11,546	0	0%	$89.1K	$79.9K	-$9.2K	2026-10-20
Noble Wealth Management PBC	INCREASED	5,705	5,548	+157	+3%	$42.8K	$39.5K	-$3.4K	2026-10-01
Lanark Financial, Inc.	UNCHANGED	5,085	5,085	0	0%	$39.3K	$35.2K	-$4.1K	2026-10-26
PNC Financial Services Group, Inc.	UNCHANGED	5,000	5,000	0	0%	$38.6K	$34.6K	-$4.0K	2026-11-06
Blue Bell Private Wealth Management, LLC	INCREASED	2,900	2,300	+600	+26%	$17.8K	$20.1K	+$2.3K	2026-10-29
Pinnacle Wealth Planning Services, Inc.	UNCHANGED	1,937	1,937	0	0%	$15.0K	$13.4K	-$1.6K	2026-10-27
WPG Advisers, LLC	DECREASED	1,207	1,210	-3	0%	$9.3K	$8.4K	-$989	2026-10-27
Highline Wealth Partners LLC	UNCHANGED	1,000	1,000	0	0%	$7.7K	$6.9K	-$800	2026-10-19
Allworth Financial LP	UNCHANGED	50	50	0	0%	$386	$386	$0	2026-11-06
Assetmark, Inc	UNCHANGED	4	4	0	0%	$31	$28	-$3	2026-10-21
International Assets Investment Management, LLC	CLOSED	0	930	-930	-100%	$7.1K	$0	-$7.1K	2026-11-02
Nemes Rush Group LLC	CLOSED	0	800	-800	-100%	$6.2K	$0	-$6.2K	2026-11-04
Morgan Stanley	N/A	—	2,229,539	-2,229,539	-100%	$17.2M	—	—	—
Wells Fargo & Company	N/A	—	1,651,237	-1,651,237	-100%	$12.7M	—	—	—
Royal Bank of Canada	N/A	—	894,981	-894,981	-100%	$6.9M	—	—	—
Advisors Asset Management, Inc.	N/A	—	672,863	-672,863	-100%	$5.2M	—	—	—
SIT Investment Associates Inc	N/A	—	536,704	-536,704	-100%	$4.1M	—	—	—
Pathstone Holdings, LLC	N/A	—	522,990	-522,990	-100%	$4.0M	—	—	—
1607 Capital Partners, LLC	N/A	—	397,498	-397,498	-100%	$3.1M	—	—	—
NewEdge Advisors, LLC	N/A	—	186,728	-186,728	-100%	$1.4M	—	—	—
UBS Group AG	N/A	—	173,560	-173,560	-100%	$1.3M	—	—	—
PFG Investments, LLC	N/A	—	137,960	-137,960	-100%	$1.1M	—	—	—
Baird Financial Group, Inc.	N/A	—	127,126	-127,126	-100%	$981.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	77,117	-77,117	-100%	$595.3K	—	—	—
Yakira Capital Management, Inc.	N/A	—	66,462	-66,462	-100%	$513.1K	—	—	—
First Foundation Advisors	N/A	—	61,339	-61,339	-100%	$473.5K	—	—	—
Next Capital Management LLC	N/A	—	55,109	-55,109	-100%	$425.4K	—	—	—
BFC Planning, Inc.	N/A	—	46,050	-46,050	-100%	$355.5K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	46,050	-46,050	-100%	$355.5K	—	—	—
Readystate Asset Management LP	N/A	—	42,963	-42,963	-100%	$331.7K	—	—	—
CSS LLC	N/A	—	31,339	-31,339	-100%	$241.9K	—	—	—
Navis Wealth Advisors, LLC	N/A	—	31,258	-31,258	-100%	$241.3K	—	—	—
Raymond James Financial Inc	N/A	—	28,294	-28,294	-100%	$218.4K	—	—	—
WFA of San Diego, LLC	N/A	—	22,000	-22,000	-100%	$168.7K	—	—	—
Stifel Financial Corp	N/A	—	21,824	-21,824	-100%	$168.5K	—	—	—
Sanctuary Advisors, LLC	N/A	—	17,802	-17,802	-100%	$137.4K	—	—	—
Perennial Investment Advisors, LLC	N/A	—	16,272	-16,272	-100%	$125.6K	—	—	—
Almitas Capital LLC	N/A	—	14,511	-14,511	-100%	$112.0K	—	—	—
Ausdal Financial Partners, Inc.	N/A	—	12,771	-12,771	-100%	$98.6K	—	—	—
Fiduciary Group, LLC	N/A	—	12,100	-12,100	-100%	$93.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	11,452	-11,452	-100%	$88.4K	—	—	—
Hollencrest Capital Management	N/A	—	10,945	-10,945	-100%	$84.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	8,521	-8,521	-100%	$65.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	6,676	-6,676	-100%	$51.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	1,532	-1,532	-100%	$11.8K	—	—	—
Geneos Wealth Management Inc.	N/A	—	345	-345	-100%	$2.7K	—	—	—

Showing 64 of 64 institutions