RiverFront Strategic Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 324.99 K | $7.49 M | -43.48% | 8.09% |
| ALPS ADVISORS INC | 02/12/2026 | 296.73 K | $6.84 M | 0.00% | 7.38% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 147.98 K | $3.41 M | 2.31% | 3.68% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 113.24 K | $2.61 M | -7.14% | 2.82% |
| RIVERFRONT INVESTMENT GROUP, LLC | 02/05/2026 | 107.89 K | $2.49 M | -0.08% | 2.68% |
| ROYAL BANK OF CANADA | 02/17/2026 | 102.10 K | $2.35 M | -3.43% | 2.54% |
| MERIDIAN FINANCIAL, LLC | 01/23/2026 | 93.38 K | $2.15 M | 0.15% | 2.32% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 79.68 K | $1.84 M | -1.71% | 1.98% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 73.51 K | $1.69 M | 2.15% | 1.83% |
| LPL FINANCIAL LLC | 02/11/2026 | 72.37 K | $1.67 M | -78.70% | 1.80% |
| JANE STREET GROUP, LLC | 02/12/2026 | 56.30 K | $1.30 M | 362.44% | 1.40% |
| SAVVY ADVISORS, INC. | 01/20/2026 | 55.63 K | $1.28 M | -63.70% | 1.38% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 50.37 K | $1.16 M | 0.00% | 1.25% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 46.83 K | $1.08 M | 15.41% | 1.17% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 02/03/2026 | 38.12 K | $878.67 K | -28.59% | 0.95% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 35.20 K | $811.33 K | -6.41% | 0.88% |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 33.23 K | $766.04 K | 5.55% | 0.83% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 31.23 K | $719.75 K | 4.94% | 0.78% |
| IFG ADVISORY, LLC | 02/10/2026 | 21.55 K | $496.68 K | -4.23% | 0.54% |
| CLARIS FINANCIAL LLC | 02/19/2026 | 20.86 K | $480.87 K | 100.00% | 0.52% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 18.14 K | $418.13 K | -9.49% | 0.45% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 16.55 K | $381.55 K | 0.09% | 0.41% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 16.13 K | $371.87 K | -8.61% | 0.40% |
| PFG ADVISORS | 01/27/2026 | 14.85 K | $342.39 K | -7.19% | 0.37% |
| LARAWAY FINANCIAL ADVISORS INC | 02/13/2026 | 14.02 K | $323.04 K | 0.04% | 0.35% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 13.48 K | $310.73 K | -7.97% | 0.34% |
| ELEVATED CAPITAL ADVISORS, LLC | 01/27/2026 | 12.86 K | $296.30 K | -0.68% | 0.32% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 10.45 K | $240.97 K | 0.00% | 0.26% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 8.39 K | $193.46 K | -35.04% | 0.21% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 1.60 K | $36.88 K | 0.00% | 0.04% |
| GAMMA INVESTING LLC | 01/05/2026 | 1.59 K | $36.67 K | 0.00% | 0.04% |
| MGB WEALTH MANAGEMENT, LLC | 02/17/2026 | 1.37 K | $31.52 K | -35.23% | 0.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 842 | $19.41 K | 0.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 595 | $13.72 K | 0.00% | 0.01% |
| QUEST 10 WEALTH BUILDERS, INC. | 01/29/2026 | 166 | $3.83 K | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 93 | $2.14 K | 0.00% | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 02/10/2026 | 88 | $2.03 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $12 | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ARKANSAS FINANCIAL GROUP, INC. | 01/28/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 0 | $0 | -100.00% | 0.00% |
| WEALTHSPIRE ADVISORS, LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| OPAL WEALTH ADVISORS, LLC | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
| YANKCOM PARTNERSHIP | 01/20/2026 | 0 | $0 | -100.00% | 0.00% |
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RiverFront Strategic Income Fund institutional Ownership - FAQ's
During the previous two years, 67 institutional investors and hedge funds held shares of RiverFront Strategic Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 324,993
ALPS ADVISORS INC: 296,730
Prospera Financial Services Inc: 147,977
ENVESTNET ASSET MANAGEMENT INC: 113,235
RiverFront Investment Group, LLC: 107,890
ROYAL BANK OF CANADA: 102,096
48.08% of RiverFront Strategic Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.17 M shares in the last 24 months. This purchase volume represents approximately $73.64 M in transactions.