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Rvrnrth MGD DUR Muni Inc (XRMMX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
ProVise Management Group, LLC
INCREASED
Shares172,504 from 170,525
Change+1,979 (+1%)
Value$2.2M (-$357.8K)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares166,972 from 165,782
Change+1,190 (+1%)
Value$2.1M (-$357.1K)
Filed 2026-11-02
Wagner Wealth Management, LLC
INCREASED
Shares130,851 from 126,357
Change+4,494 (+4%)
Value$1.6M (-$227.2K)
Filed 2026-10-21
LPL Financial LLC
DECREASED
Shares77,900 from 91,476
Change-13,576 (-15%)
Value$976.9K (-$375.5K)
Filed 2026-11-06
Wedbush Securities Inc
DECREASED
Shares55,740 from 58,972
Change-3,232 (-5%)
Value$699 (-$871.3K)
Filed 2026-10-22
Apollon Wealth Management, LLC
DECREASED
Shares44,320 from 44,430
Change-110 (0%)
Value$555.8K (-$101.1K)
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares43,804 from 55,780
Change-11,976 (-21%)
Value$549.3K (-$275.4K)
Filed 2026-10-26
XML Financial, LLC
INCREASED
Shares25,395 from 24,700
Change+695 (+3%)
Value$318.5K (-$46.7K)
Filed 2026-10-29
Abel Hall, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$250.8K (-$44.9K)
Filed 2026-10-19
River Street Advisors LLC
UNCHANGED
Shares19,727 from 19,727
Change0 (0%)
Value$247.4K (-$44.3K)
Filed 2026-10-22
Samalin Investment Counsel, LLC
DECREASED
Shares18,937 from 38,437
Change-19,500 (-51%)
Value$237.5K (-$330.8K)
Filed 2026-10-23
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares11,904 from 11,904
Change0 (0%)
Value$149.3K (-$26.7K)
Filed 2026-11-04
Melfa Wealth Management, Inc.
INCREASED
Shares11,036 from 11,007
Change+29 (+0%)
Value$138.4K (-$24.3K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares6,035 from 6,000
Change+35 (+1%)
Value$75.7K (-$13.0K)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$75.2K (-$13.5K)
Filed 2026-11-05
Noble Wealth Management PBC
DECREASED
Shares3,250 from 4,000
Change-750 (-19%)
Value$40.8K (-$18.4K)
Filed 2026-10-01
Advocate Investing Services LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$31.4K (-$5.6K)
Filed 2026-10-26
US Bancorp \de\
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$25.1K (-$4.5K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
NEW
Shares1,745
Change+1,745
Value$21.9K
Filed 2026-10-27
Bank of New Hampshire
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.3K (-$1.1K)
Filed 2026-10-06
Triumph Capital Management
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.3K (-$1.1K)
Filed 2026-10-14
West Branch Capital LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$6.3K (-$1.1K)
Filed 2026-10-20
Highline Wealth Partners LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$5.6K (-$1.0K)
Filed 2026-10-19
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 18,681
Change-18,681 (-100%)
Value$0 (-$276.2K)
Filed 2026-11-02
HUB Investment Partners, LLC
CLOSED
Shares0 from 14,031
Change-14,031 (-100%)
Value$0 (-$207.4K)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares0 from 0
Change0
Value$7 ($0)
Filed 2026-11-06
Robinson Capital Management, LLC
N/A
Shares— from 409,360
Change-409,360 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 404,926
Change-404,926 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 300,841
Change-300,841 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 288,741
Change-288,741 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 250,134
Change-250,134 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 241,249
Change-241,249 (-100%)
Value—
UBS Group AG
N/A
Shares— from 176,179
Change-176,179 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 167,228
Change-167,228 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 126,763
Change-126,763 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 93,287
Change-93,287 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 67,300
Change-67,300 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 57,670
Change-57,670 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 52,658
Change-52,658 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 52,474
Change-52,474 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 42,067
Change-42,067 (-100%)
Value—
&partners
N/A
Shares— from 30,039
Change-30,039 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 26,111
Change-26,111 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 25,425
Change-25,425 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,550
Change-16,550 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,045
Change-13,045 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 12,199
Change-12,199 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 11,396
Change-11,396 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,665
Change-7,665 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,665
Change-7,665 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 5,998
Change-5,998 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Clear Street Group Inc.
N/A
Shares— from 831
Change-831 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 245
Change-245 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 0
Change0
Value—
Status
ProVise Management Group, LLC
INCREASED172,504170,525+1,979+1%$2.5M$2.2M-$357.8K2026-11-06
Kestra Advisory Services, LLC
INCREASED166,972165,782+1,190+1%$2.5M$2.1M-$357.1K2026-11-02
Wagner Wealth Management, LLC
INCREASED130,851126,357+4,494+4%$1.9M$1.6M-$227.2K2026-10-21
LPL Financial LLC
DECREASED77,90091,476-13,576-15%$1.4M$976.9K-$375.5K2026-11-06
Wedbush Securities Inc
DECREASED55,74058,972-3,232-5%$872.0K$699-$871.3K2026-10-22
Apollon Wealth Management, LLC
DECREASED44,32044,430-1100%$656.9K$555.8K-$101.1K2026-10-23
Oppenheimer & Co Inc
DECREASED43,80455,780-11,976-21%$824.7K$549.3K-$275.4K2026-10-26
XML Financial, LLC
INCREASED25,39524,700+695+3%$365.2K$318.5K-$46.7K2026-10-29
Abel Hall, LLC
UNCHANGED20,00020,00000%$295.7K$250.8K-$44.9K2026-10-19
River Street Advisors LLC
UNCHANGED19,72719,72700%$291.6K$247.4K-$44.3K2026-10-22
Samalin Investment Counsel, LLC
DECREASED18,93738,437-19,500-51%$568.2K$237.5K-$330.8K2026-10-23
Closed-End Fund Advisors, Inc.
UNCHANGED11,90411,90400%$176.0K$149.3K-$26.7K2026-11-04
Melfa Wealth Management, Inc.
INCREASED11,03611,007+29+0%$162.7K$138.4K-$24.3K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED6,0356,000+35+1%$88.7K$75.7K-$13.0K2026-11-04
Fifth Third Bancorp
UNCHANGED6,0006,00000%$88.7K$75.2K-$13.5K2026-11-05
Noble Wealth Management PBC
DECREASED3,2504,000-750-19%$59.1K$40.8K-$18.4K2026-10-01
Advocate Investing Services LLC
UNCHANGED2,5002,50000%$37.0K$31.4K-$5.6K2026-10-26
US Bancorp \de\
UNCHANGED2,0002,00000%$29.6K$25.1K-$4.5K2026-11-05
Cassaday & Co Wealth Management LLC
NEW1,745—+1,745——$21.9K—2026-10-27
Bank of New Hampshire
UNCHANGED50050000%$7.4K$6.3K-$1.1K2026-10-06
Triumph Capital Management
UNCHANGED50050000%$7.4K$6.3K-$1.1K2026-10-14
West Branch Capital LLC
UNCHANGED50050000%$7.4K$6.3K-$1.1K2026-10-20
Highline Wealth Partners LLC
UNCHANGED45045000%$6.7K$5.6K-$1.0K2026-10-19
Commonwealth Equity Services, LLC
CLOSED018,681-18,681-100%$276.2K$0-$276.2K2026-11-02
HUB Investment Partners, LLC
CLOSED014,031-14,031-100%$207.4K$0-$207.4K2026-11-03
Allworth Financial LP
UNCHANGED000—$7$7$02026-11-06
Robinson Capital Management, LLC
N/A—409,360-409,360-100%$6.1M———
Wells Fargo & Company
N/A—404,926-404,926-100%$6.0M———
Guggenheim Capital LLC
N/A—300,841-300,841-100%$4.4M———
Advisors Asset Management, Inc.
N/A—288,741-288,741-100%$4.3M———
Royal Bank of Canada
N/A—250,134-250,134-100%$3.7M———
Morgan Stanley
N/A—241,249-241,249-100%$3.6M———
UBS Group AG
N/A—176,179-176,179-100%$2.6M———
Arax Advisory Partners
N/A—167,228-167,228-100%$2.5M———
Rockefeller Capital Management L.P.
N/A—126,763-126,763-100%$1.9M———
Raymond James Financial Inc
N/A—93,287-93,287-100%$1.4M———
Osaic Holdings, Inc.
N/A—67,300-67,300-100%$994.7K———
Gateway Wealth Partners, LLC
N/A—57,670-57,670-100%$852.6K———
Janney Montgomery Scott LLC
N/A—52,658-52,658-100%$778.0K———
Stifel Financial Corp
N/A—52,474-52,474-100%$775.8K———
Estate Planners Group, LLC
N/A—42,067-42,067-100%$621.9K———
&partners
N/A—30,039-30,039-100%$444.1K———
HighTower Advisors, LLC
N/A—26,111-26,111-100%$386.0K———
Stratos Wealth Partners, Ltd.
N/A—25,425-25,425-100%$375.9K———
NewEdge Advisors, LLC
N/A—16,550-16,550-100%$244.7K———
CreativeOne Wealth, LLC
N/A—13,045-13,045-100%$193.7K———
AE Wealth Management LLC
N/A—12,700-12,700-100%$187.8K———
Citadel Advisors LLC
N/A—12,199-12,199-100%$180.4K———
Cetera Investment Advisers
N/A—11,396-11,396-100%$168.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,665-7,665-100%$113.3K———
BFC Planning, Inc.
N/A—7,665-7,665-100%$113.3K———
Steward Partners Investment Advisory, LLC
N/A—5,998-5,998-100%$88.7K———
Harbour Investments, Inc.
N/A—1,250-1,250-100%$18.5K———
Clear Street Group Inc.
N/A—831-831-100%$12.3K———
Hollencrest Capital Management
N/A—245-245-100%$3.6K———
JPMorgan Chase & Co
N/A—00—$6———
Showing 56 of 56 institutions