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Rivernorth Flex Muni II (RFMZ)

CUSIP: 76883Y107 | US | Financial Services · Asset Management | Small Cap | 131 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Oppenheimer & Co Inc162,735
0.0% of portfolio›$1.9M
Professional Financial Management, Inc.159,410
1.9% of portfolio›$1.9M
Closed-End Fund Advisors, Inc.138,873
1.7% of portfolio›$1.6M
Riverbridge Partners LLC117,095
0.0% of portfolio›$1.4M
Wedbush Securities Inc98,103
0.0% of portfolio›$1.1K
Noble Wealth Management PBC74,103
0.4% of portfolio›$867.0K
Concurrent Investment Advisors, LLC62,375
0.0% of portfolio›$729.8K
Carnegie Investment Counsel30,000
0.0% of portfolio›$351.0K
River Street Advisors LLC28,566
0.1% of portfolio›$334.2K
PW Nova Financial Services LLC28,297
0.1% of portfolio›$331.1K
Choreo, LLC25,351
0.0% of portfolio›$296.6K
XML Financial, LLC15,000
0.0% of portfolio›$175.5K
PUREfi Wealth, LLC14,441
0.1% of portfolio›$169.0K
Caliber Wealth Management, LLC / KS12,000
0.0% of portfolio›$140.4K
EverSource Wealth Advisors, LLC6,037
0.0% of portfolio›$70.6K
Compass Financial Management LLC6,011
0.0% of portfolio›$70.3K
Private Trust Co NA886
0.0% of portfolio›$10.4K
Blue Bell Private Wealth Management, LLC879
0.0% of portfolio›$10.3K
Pinnacle Wealth Planning Services, Inc.742
0.0% of portfolio›$8.7K
Highline Wealth Partners LLC700
0.0% of portfolio›$8.2K
WPG Advisers, LLC266
0.0% of portfolio›$3.1K
StyleTurnoverLocationFiled
Oppenheimer & Co Inc
162,735$1.9M0.0%CoreLowNew York, NY2026-10-26
Professional Financial Management, Inc.
159,410$1.9M1.9%ETFMediumAppleton, WI2026-10-22
Closed-End Fund Advisors, Inc.
138,873$1.6M1.7%YieldMediumRichmond, VA2026-11-04
Riverbridge Partners LLC
117,095$1.4M0.0%GrowthLowMinneapolis, MN2026-11-05
Wedbush Securities Inc
98,103$1.1K0.0%CoreLowPasadena, CA2026-10-22
Noble Wealth Management PBC
74,103$867.0K0.4%YieldMediumGreenwood Village, CO2026-10-01
Concurrent Investment Advisors, LLC
62,375$729.8K0.0%GrowthMediumTampa, FL2026-10-16
Carnegie Investment Counsel
30,000$351.0K0.0%CoreLowPepper Pike, OH2026-10-20
River Street Advisors LLC
28,566$334.2K0.1%CoreLowAurora, IL2026-10-22
PW Nova Financial Services LLC
28,297$331.1K0.1%ETFLowNewtown, PA2026-10-15
Choreo, LLC
25,351$296.6K0.0%IndexLowRockford, IL2026-10-28
XML Financial, LLC
15,000$175.5K0.0%ETFLowBethesda, MD2026-10-29
PUREfi Wealth, LLC
14,441$169.0K0.1%GrowthMediumBoston, MA2026-10-19
Caliber Wealth Management, LLC / KS
12,000$140.4K0.0%ETFLowOverland Park, KS2026-11-04
EverSource Wealth Advisors, LLC
6,037$70.6K0.0%CoreMediumBirmingham, AL2026-11-04
Compass Financial Management LLC
6,011$70.3K0.0%CoreN/ATampa, FL2026-10-30
Private Trust Co NA
886$10.4K0.0%CoreLowCleveland, OH2026-10-20
Blue Bell Private Wealth Management, LLC
879$10.3K0.0%YieldVery LowBlue Bell, PA2026-10-29
Pinnacle Wealth Planning Services, Inc.
742$8.7K0.0%GARPLowMansfield, OH2026-10-27
Highline Wealth Partners LLC
700$8.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
WPG Advisers, LLC
266$3.1K0.0%CoreLowBaltimore, MD2026-10-27