Who Owns RiverFront Strategic Income Fund (RIGS)?Hedge Fund & Institutional Holders

$22.87-0.06 (-0.26%)Financial ServicesNYSE_ARCA

Institutional Holders

44

as of Q4 2025

Total Institutional Value

$7.0006000300024854e+103T

% of Float Held

QoQ Change in Holders

+14 / -2

Price History

$22.20$22.63$23.06$23.49$23.92Sep 24Jun 25Mar 26

RIGS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ALPS ADVISORS INCNew Position+297K+$6.0M
Meridian Financial Advisors, LLCNew Position+93K+$2.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+113K+$2.0M
TRUIST FINANCIAL CORPNew Position+80K+$1.8M
Sanctuary Advisors, LLCNew Position+66K+$1.5M
Savvy Advisors, Inc.New Position+56K+$1.3M
Janney Montgomery Scott LLCNew Position+47K+$1.0M
Claris Financial LLCNew Position+21K+$480K
D.A. DAVIDSON & CO.New Position+10K+$240K
Geneos Wealth Management Inc.New Position+2K+$36K
Quest 10 Wealth Builders, Inc.New Position+166+$3K
EVOLUTION WEALTH MANAGEMENT INC.New Position+88+$2K
Global Retirement Partners, LLCNew Position+842+$0
COMMONWEALTH EQUITY SERVICES, LLCNew Position+13K+$0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+11K+$-13.3M

RIGS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-250K-$13.4B
LPL Financial LLCDecreased-267K-$7.9B
RiverFront Investment Group, LLCDecreased-81-$2.5B
ROYAL BANK OF CANADADecreased-4K-$2.5B
Koshinski Asset Management, Inc.Decreased-15K-$1.2B
OSAIC HOLDINGS, INC.Decreased-2K-$871.3M
IFG Advisory, LLCDecreased-951-$523.9M
RAYMOND JAMES FINANCIAL INCDecreased-2K-$466.7M
Summit Financial, LLCDecreased-2K-$410.9M
PFG AdvisorsDecreased-1K-$372.3M
Elevated Capital Advisors, LLCDecreased-88-$301.1M
Kestra Advisory Services, LLCDecreased-5K-$300.9M
MGB Wealth Management, LLCDecreased-744-$49.1M
Wealthspire Advisors, LLCClosed Position-1K-$28.1M
PRINCIPAL SECURITIES, INC.Closed Position-362-$8.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY324,991$7.0M0.00%Share
2ALPS ADVISORS INC296,730$6.0M0.03%Share
3Prospera Financial Services Inc147,977$3.0M0.05%Share
4RiverFront Investment Group, LLC107,890$2.5M0.04%Share
5Meridian Financial Advisors, LLC93,379$2.2M1.17%Share
6ENVESTNET ASSET MANAGEMENT INC113,235$2.0M0.00%Share
7TRUIST FINANCIAL CORP79,675$1.8M0.00%Share
8Savvy Advisors, Inc.55,626$1.3M0.04%Share
9JANE STREET GROUP, LLC56,302$1.0M0.00%Share
10Janney Montgomery Scott LLC46,828$1.0M0.00%Share
11LPL Financial LLC72,368$1.0M0.00%Share
12Baird Financial Group, Inc.50,365$1.0M0.00%Share
13Private Advisor Group, LLC73,513$1.0M0.00%Share
14ROYAL BANK OF CANADA77,003$1.0M0.00%Share
15Koshinski Asset Management, Inc.38,120$878K0.06%Share
16Ausdal Financial Partners, Inc.33,234$766K0.04%Share
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO11,822$567K0.00%Share
18Claris Financial LLC20,862$480K0.26%Share
19Sanctuary Advisors, LLC16,551$384K0.00%Share
20Sanctuary Advisors, LLC16,586$383K0.00%Share
21Sanctuary Advisors, LLC16,586$383K0.00%Share
22Sanctuary Advisors, LLC16,553$381K0.00%Share
23PFG Advisors14,854$342K0.02%Share
24Laraway Financial Advisors Inc14,015$323K0.21%Share
25Elevated Capital Advisors, LLC12,855$296K0.07%Share
26D.A. DAVIDSON & CO.10,454$240K0.00%Share
27Geneos Wealth Management Inc.1,600$36K0.00%Share
28GAMMA Investing LLC1,591$36K0.00%Share
29MGB Wealth Management, LLC1,368$31K0.01%Share
30Quest 10 Wealth Builders, Inc.166$3K0.00%Share
31EVOLUTION WEALTH MANAGEMENT INC.88$2K0.00%Share
32COMMONWEALTH EQUITY SERVICES, LLC13,481$00.00%Share
33IFG Advisory, LLC21,548$00.00%Share
34Global Retirement Partners, LLC842$00.00%Share
35MORGAN STANLEY2$00.00%Share
36OSAIC HOLDINGS, INC.35,199$00.00%Share
37Cetera Investment Advisers31,226$00.00%Share
38RAYMOND JAMES FINANCIAL INC11,205$00.00%Share
39ROYAL BANK OF CANADA25,093$00.00%Share
40RAYMOND JAMES FINANCIAL INC6,935$00.00%Share
41Summit Financial, LLC16,133$00.00%Share
42Kestra Advisory Services, LLC8,393$00.00%Share
43NewEdge Advisors, LLC93$00.00%Share
44WELLS FARGO & COMPANY/MN1$00.00%Share

RIGS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202538$37.3M+11
Q3 202527$39.2B-10
Q2 202537$41.4B-6
Q1 202543$45.8B+2
Q4 202441$1.5T+10
Q3 202431$28.3T+0
Q2 202431$25.2T+1
Q1 202430$18.8T

Similar Stocks by Institutional Ownership

As of Q4 2025, 44 institutional investors hold RIGS (RiverFront Strategic Income Fund). The largest holder is MORGAN STANLEY with $7.0M in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own RIGS?

As of Q4 2025, 44 institutional investors report holding RIGS (RiverFront Strategic Income Fund) in their 13F filings.

Who is the largest institutional holder of RIGS?

The largest institutional holder of RIGS is MORGAN STANLEY with $7.0M in shares.

Is institutional ownership of RIGS increasing or decreasing?

This quarter, 14 institutions opened new positions in RIGS and 2 closed their positions.