RIGS Institutional Ownership & Shareholders

RIVERFRONT STRATEGIC INCOME (RIGS) is currently held by 36 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $35.38M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Alps Advisors Inc is currently the largest disclosed institutional shareholder of RIGS tracked by InsiderSet, reporting ownership valued at approximately $7.84M in its September 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 $7.99M, representing an estimated gain of +1.85% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed RIGS value among the investors covered in this analysis. Major shareholders include Alps Advisors Inc, Morgan Stanley, Prospera Financial Services Inc, and several other long-term asset managers with concentrated positions in RIVERFRONT STRATEGIC INCOME (RIGS).

This page ranks the largest institutional RIGS 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

36

Total Reported Value

$35.38M

Largest Holder

Alps Advisors Inc

Largest Position

$7.84M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

47

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Alps Advisors Inc0.04%358,850$7,840,873$7,986,135+$145,262+1.85%
Morgan Stanley0.00%135,986$3,099,327$3,026,341-$72,986-2.35%
Prospera Financial Services Inc0.04%128,485$2,928,118$2,859,408-$68,710-2.35%
Envestnet Asset Management Inc0.00%121,147$2,761,089$2,696,102-$64,987-2.35%
Riverfront Investment Group, Llc0.03%100,806$2,297,500$2,243,417-$54,083-2.35%
Meridian Financial Advisors, Llc0.88%86,119$1,881,694$1,916,561+$34,867+1.85%
Private Advisor Group, Llc0.01%81,776$1,863,800$1,819,909-$43,891-2.35%
Janney Montgomery Scott Llc0.00%51,053$1,164,000$1,136,174-$27,826-2.39%
Baird Financial Group, Inc.0.00%50,365$1,147,884$1,120,863-$27,021-2.35%
Royal Bank Of Canada0.00%48,486$1,105,000$1,079,046-$25,954-2.35%
Lpl Financial Llc0.00%44,289$1,009,402$985,643-$23,759-2.35%
Truist Financial Corp0.00%42,371$925,815$942,958+$17,143+1.85%
Savvy Advisors, Inc.0.02%38,694$881,887$861,127-$20,760-2.35%
Ausdal Financial Partners, Inc.0.03%36,615$834,498$814,860-$19,638-2.35%
Susquehanna International Group, Llp0.00%34,593$788,419$769,860-$18,559-2.35%
Cetera Investment Advisers0.00%32,704$745,363$727,821-$17,542-2.35%
Jane Street Group, Llc0.00%31,948$728,136$710,996-$17,140-2.35%
Koshinski Asset Management, Inc.0.04%30,910$675,384$687,896+$12,512+1.85%
Claris Financial Llc0.25%19,979$456,672$444,629-$12,043-2.64%
Sanctuary Advisors, Llc0.00%15,874$361,797$353,273-$8,524-2.36%
Laraway Financial Advisors Inc0.19%14,023$319,591$312,079-$7,512-2.35%
Kestra Advisory Services, Llc0.00%14,359$313,741$319,557+$5,816+1.85%
Raymond James Financial Inc0.00%11,744$267,661$261,360-$6,301-2.35%
Osaic Holdings, Inc.0.00%11,022$251,203$245,292-$5,911-2.35%
Elevated Capital Advisors, Llc0.06%10,252$233,656$228,156-$5,500-2.35%
D.A. Davidson & Co.0.00%10,454$228,420$232,652+$4,232+1.85%
Pfg Advisors0.01%9,486$207,263$211,109+$3,846+1.86%
Geneos Wealth Management Inc.0.00%1,600$36,464$35,608-$856-2.35%
Action Point Financial Planning, Llc0.00%220$5,014$4,896-$118-2.35%
Cwm, Llc0.00%185$4,229$4,117-$112-2.65%
Quest 10 Wealth Builders, Inc.0.00%166$3,627$3,694+$67+1.86%
Jones Financial Companies Lllp0.00%147$3,343$3,271-$72-2.14%
Newedge Advisors, Llc0.00%93$2,120$2,070-$50-2.37%
Wells Fargo & Company/Mn0.00%86$1,948$1,914-$34-1.75%
Gamma Investing Llc0.00%68$1,486$1,513+$27+1.84%
Pnc Financial Services Group, Inc.0.00%1$13$22+$9+71.19%
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Frequently asked questions about RIGS

  • Who are the largest institutional holders of RIGS?

    The largest institutional holders of RIGS reported in the latest SEC Form 13F filings include Alps Advisors Inc, Morgan Stanley, Prospera Financial Services Inc, Envestnet Asset Management Inc, and Riverfront Investment Group, Llc. InsiderSet ranks institutional holders by their latest reported RIGS position.

  • What is RIGS institutional ownership?

    This page tracks RIGS positions reported by institutional investment managers through SEC Form 13F. RIVERFRONT STRATEGIC INCOME (RIGS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own RIGS?

    InsiderSet currently tracks 36 institutional managers reporting RIGS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RIGS shareholders.

  • How much RIGS stock do institutions own?

    Institutional investment managers disclosed approximately $35.38M in RIGS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was RIGS institutional ownership last updated?

    The latest RIGS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional RIGS holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RIGS position after the reporting date.

  • Are institutions buying or selling RIGS?

    Institutional buying and selling can be analyzed by comparing RIGS positions across consecutive 13F reporting periods. InsiderSet's RIGS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RIGS ownership changes.

  • How has RIGS institutional ownership changed over time?

    InsiderSet tracks RIGS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.