Institutional Ownership Riverfront Strategic Income Fd (RIGS)
This table provides information about the institutional ownership of Riverfront Strategic Income Fd (RIGS). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 2.73 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
15,659
shares
|
$361,879
0.31% of portfolio
|
Q2 2025
Reduced 38.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
14,648
shares
|
$338,515
0.0% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
14,010
shares
|
$323,771
0.23% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
12,943
shares
|
$299,112
0.09% of portfolio
|
Q3 2025
Reduced 6.72%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
12,921
shares
|
$298,604
0.0% of portfolio
|
Q3 2025
Reduced 38.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,175
shares
|
$281,364
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
10,454
shares
|
$241,591
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,113
shares
|
$210,601
0.09% of portfolio
|
Q3 2023
Reduced 43.22%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,103
shares
|
$210,370
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
8,968
shares
|
$207,250
0.06% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
6,302
shares
|
$145,639
0.08% of portfolio
|
Q1 2025
Reduced 55.39%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
5,360
shares
|
$123,869
0.41% of portfolio
|
Q2 2022
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
4,770
shares
|
$110,234
0.0% of portfolio
|
Q2 2024
Added 170.56%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
2,112
shares
|
$48,808
0.01% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,600
shares
|
$36,976
0.0% of portfolio
|
Q3 2025
Reduced 20.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,591
shares
|
$36,768
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,205
shares
|
$27,847
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
842
shares
|
$19,458
0.0% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
595
shares
|
$13,750
0.0% of portfolio
|
Q2 2025
Reduced 35.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
362
shares
|
$8,365
0.0% of portfolio
|
Q2 2025
Added 43.08%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
166
shares
|
$3,836
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
110
shares
|
$2,542
0.0% of portfolio
|
Q3 2025
Reduced 56.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
93
shares
|
$2,149
0.0% of portfolio
|
Q1 2025
Added 13.41%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
88
shares
|
$2,033
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q1 2025
Reduced 98.25%
|
|