RIVERNORTH FLEX MUNI II (RFMZ) Institutional Shareholders
RIVERNORTH FLEX MUNI II (RFMZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $104.08M in RFMZ holdings during the latest filing period.
Rockefeller Capital Management L.P. is currently the largest disclosed institutional shareholder of RFMZ tracked by InsiderSet, reporting ownership valued at approximately $11.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.14M, representing an estimated loss of -8.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed RFMZ value among the investors covered in this analysis. Major shareholders include Rockefeller Capital Management L.P., Morgan Stanley, Robinson Capital Management, Llc, and several other long-term asset managers with concentrated positions in RIVERNORTH FLEX MUNI II (RFMZ).
This page ranks the largest institutional RFMZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
55
Total Reported Value
$104.08M
Largest Holder
Rockefeller Capital Management L.P.
Largest Position
$11.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 0.02% | 817,449 | $11,141,831 | $10,144,542 | -$997,289 | -8.95% | |
| Morgan Stanley | 0.00% | 700,248 | $9,544,401 | $8,690,078 | -$854,323 | -8.95% | |
| Robinson Capital Management, Llc | 3.88% | 643,727 | $8,773,999 | $7,988,652 | -$785,347 | -8.95% | |
| Ubs Group Ag | 0.00% | 534,335 | $7,282,986 | $6,631,097 | -$651,889 | -8.95% | |
| Pathstone Holdings, Llc | 0.03% | 546,079 | $6,907,900 | $6,776,840 | -$131,060 | -1.90% | |
| Atlas Wealth Llc | 0.91% | 467,361 | $6,370,130 | $5,799,950 | -$570,180 | -8.95% | |
| Guggenheim Capital Llc | 0.04% | 432,947 | $5,901,068 | $5,372,872 | -$528,196 | -8.95% | |
| Wells Fargo & Company/Mn | 0.00% | 375,956 | $5,124,269 | $4,665,614 | -$458,655 | -8.95% | |
| Royal Bank Of Canada | 0.00% | 351,752 | $4,794,000 | $4,365,242 | -$428,758 | -8.94% | |
| Karpus Management, Inc. | 0.10% | 254,285 | $3,465,905 | $3,155,677 | -$310,228 | -8.95% | |
| Thomas J. Herzfeld Advisors, Inc. | 1.02% | 243,641 | $3,320,827 | $3,023,585 | -$297,242 | -8.95% | |
| Stifel Financial Corp | 0.00% | 220,563 | $3,006,284 | $2,737,187 | -$269,097 | -8.95% | |
| Envestnet Asset Management Inc | 0.00% | 187,033 | $2,549,258 | $2,321,080 | -$228,178 | -8.95% | |
| Professional Financial Management, Inc. | 2.49% | 179,932 | $2,452,473 | $2,232,956 | -$219,517 | -8.95% | |
| Oppenheimer & Co Inc | 0.03% | 178,522 | $2,433,255 | $2,215,458 | -$217,797 | -8.95% | |
| Gateway Wealth Partners, Llc | 0.14% | 177,106 | $2,413,956 | $2,197,885 | -$216,071 | -8.95% | |
| Riverbridge Partners Llc | 0.06% | 157,851 | $2,151,515 | $1,958,931 | -$192,584 | -8.95% | |
| Closed-End Fund Advisors, Inc. | 1.80% | 135,328 | $1,844,521 | $1,679,420 | -$165,101 | -8.95% | |
| Newedge Advisors, Llc | 0.00% | 112,523 | $1,533,688 | $1,396,410 | -$137,278 | -8.95% | |
| Wedbush Securities Inc | 0.03% | 97,281 | $1,326,000 | $1,207,257 | -$118,743 | -8.95% | |
| Noble Wealth Management Pbc | 0.46% | 74,697 | $1,018,114 | $926,990 | -$91,124 | -8.95% | |
| Ifc Advisors Llc | 0.11% | 66,008 | $899,689 | $819,159 | -$80,530 | -8.95% | |
| Rivernorth Capital Management, Llc | 0.04% | 66,008 | $899,689 | $819,159 | -$80,530 | -8.95% | |
| Concurrent Investment Advisors, Llc | 0.01% | 64,275 | $876,068 | $797,653 | -$78,415 | -8.95% | |
| Raymond James Financial Inc | 0.00% | 55,733 | $759,641 | $691,647 | -$67,994 | -8.95% | |
| B. Riley Wealth Advisors, Inc. | 0.02% | 56,472 | $757,849 | $700,818 | -$57,031 | -7.53% | |
| Citadel Advisors Llc | 0.00% | 44,404 | $605,227 | $551,054 | -$54,173 | -8.95% | |
| Private Advisor Group, Llc | 0.00% | 43,800 | $596,990 | $543,558 | -$53,432 | -8.95% | |
| Mathes Company, Inc. | 0.14% | 34,000 | $463,000 | $421,940 | -$41,060 | -8.87% | |
| Pw Nova Financial Services Llc | 0.09% | 29,558 | $402,872 | $366,815 | -$36,057 | -8.95% | |
| River Street Advisors Llc | 0.11% | 28,566 | $389,355 | $354,504 | -$34,851 | -8.95% | |
| Carnegie Investment Counsel | 0.01% | 30,000 | $379,500 | $372,300 | -$7,200 | -1.90% | |
| Choreo, Llc | 0.00% | 26,345 | $359,082 | $326,941 | -$32,141 | -8.95% | |
| Waverly Advisors, Llc | 0.00% | 23,009 | $313,613 | $285,542 | -$28,071 | -8.95% | |
| Arlington Capital Management, Inc. | 0.19% | 22,384 | $305,094 | $277,785 | -$27,309 | -8.95% | |
| Worth Asset Management, Llc | 0.10% | 21,831 | $297,556 | $270,923 | -$26,633 | -8.95% | |
| Lpl Financial Llc | 0.00% | 17,632 | $240,324 | $218,813 | -$21,511 | -8.95% | |
| Beacon Pointe Advisors, Llc | 0.00% | 17,210 | $234,573 | $213,576 | -$20,997 | -8.95% | |
| Financially In Tune, Llc | 0.19% | 17,210 | $217,707 | $213,576 | -$4,131 | -1.90% | |
| Fifth Third Bancorp | 0.00% | 14,898 | $203,062 | $184,884 | -$18,178 | -8.95% | |
| Susquehanna International Group, Llp | 0.00% | 14,461 | $197,103 | $179,461 | -$17,642 | -8.95% | |
| Osaic Holdings, Inc. | 0.00% | 13,925 | $189,794 | $172,809 | -$16,985 | -8.95% | |
| Arax Advisory Partners | 0.00% | 12,471 | $169,980 | $154,765 | -$15,215 | -8.95% | |
| Caliber Wealth Management, Llc / Ks | 0.02% | 12,000 | $163,560 | $148,920 | -$14,640 | -8.95% | |
| U.S. Capital Wealth Advisors, Llc | 0.00% | 12,471 | $157,758 | $154,765 | -$2,993 | -1.90% | |
| &Partners | 0.00% | 11,106 | $151,373 | $137,825 | -$13,548 | -8.95% | |
| Pfg Investments, Llc | 0.01% | 10,300 | $140,389 | $127,823 | -$12,566 | -8.95% | |
| Xml Financial, Llc | 0.01% | 10,000 | $136,300 | $124,100 | -$12,200 | -8.95% | |
| Wellspring Financial Advisors, Llc | 0.01% | 10,000 | $126,500 | $124,100 | -$2,400 | -1.90% | |
| Us Bancorp \De\ | 0.00% | 3,055 | $41,640 | $37,913 | -$3,727 | -8.95% |
Frequently asked questions about RFMZ
Who owns the most RFMZ stock?
The largest holders of RFMZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for RIVERNORTH FLEX MUNI II (RFMZ).
Is RFMZ widely held by superinvestors?
Many widely followed stocks like RFMZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RFMZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.