RiverFront Strategic Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 574.97 K | $13.39 M | 1.32% | 14.26% |
| LPL FINANCIAL LLC | 11/12/2025 | 339.80 K | $7.91 M | 0.59% | 8.43% |
| ALPS ADVISORS INC | 11/05/2025 | 296.73 K | $6.91 M | -3.17% | 7.36% |
| SAVVY ADVISORS, INC. | 11/06/2025 | 153.25 K | $3.57 M | 97.81% | 3.80% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 144.63 K | $3.37 M | 3.42% | 3.59% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 121.94 K | $2.84 M | 1.09% | 3.02% |
| ARKANSAS FINANCIAL GROUP, INC. | 01/28/2026 | 121.78 K | $2.84 M | 1.76% | 3.02% |
| RIVERFRONT INVESTMENT GROUP, LLC | 11/13/2025 | 107.97 K | $2.51 M | -4.31% | 2.68% |
| ROYAL BANK OF CANADA | 11/14/2025 | 105.72 K | $2.46 M | 122.30% | 2.62% |
| MERIDIAN FINANCIAL, LLC | 10/20/2025 | 93.24 K | $2.17 M | 1.43% | 2.31% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 81.06 K | $1.89 M | -2.59% | 2.01% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 71.97 K | $1.68 M | 53.02% | 1.78% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 11/10/2025 | 53.38 K | $1.24 M | -7.21% | 1.32% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 50.37 K | $1.17 M | 0.00% | 1.25% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 40.58 K | $945.00 K | -9.06% | 1.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 37.61 K | $871.28 K | 20.49% | 0.93% |
| AUSDAL FINANCIAL PARTNERS, INC. | 11/14/2025 | 31.49 K | $733.17 K | -0.99% | 0.78% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 29.76 K | $692.84 K | 7.69% | 0.74% |
| IFG ADVISORY, LLC | 11/12/2025 | 22.50 K | $523.88 K | 2.45% | 0.56% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 20.04 K | $466.66 K | -2.67% | 0.50% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 17.65 K | $410.94 K | 0.00% | 0.44% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 16.54 K | $385.07 K | -0.08% | 0.41% |
| PFG ADVISORS | 11/13/2025 | 16.01 K | $372.67 K | -4.53% | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 14.65 K | $341.00 K | -2.64% | 0.36% |
| LARAWAY FINANCIAL ADVISORS INC | 11/14/2025 | 14.01 K | $326.22 K | 0.03% | 0.35% |
| ELEVATED CAPITAL ADVISORS, LLC | 11/13/2025 | 12.94 K | $301.37 K | -6.72% | 0.32% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 12.92 K | $300.87 K | -38.49% | 0.32% |
| JANE STREET GROUP, LLC | 11/14/2025 | 12.18 K | $283.49 K | 100.00% | 0.30% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 10.45 K | $243.41 K | 100.00% | 0.26% |
| OPAL WEALTH ADVISORS, LLC | 10/24/2025 | 8.97 K | $208.81 K | 5.06% | 0.22% |
| YANKCOM PARTNERSHIP | 10/20/2025 | 5.91 K | $137.54 K | -5.52% | 0.15% |
| MGB WEALTH MANAGEMENT, LLC | 11/12/2025 | 2.11 K | $49.18 K | 0.00% | 0.05% |
| GENEOS WEALTH MANAGEMENT INC. | 10/22/2025 | 1.60 K | $37.25 K | -20.00% | 0.04% |
| GAMMA INVESTING LLC | 10/02/2025 | 1.59 K | $37.05 K | 0.00% | 0.04% |
| WEALTHSPIRE ADVISORS, LLC | 11/14/2025 | 1.21 K | $28.06 K | 100.00% | 0.03% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 842 | $19.61 K | 5.38% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 595 | $13.85 K | 0.00% | 0.01% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 362 | $8.43 K | 0.00% | 0.01% |
| QUEST 10 WEALTH BUILDERS, INC. | 10/20/2025 | 166 | $3.87 K | 0.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 110 | $2.56 K | -56.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 93 | $2.17 K | 0.00% | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 10/23/2025 | 88 | $2.05 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1 | $12 | 0.00% | 0.00% |
| AMERITAS ADVISORY SERVICES, LLC | 11/06/2025 | 0 | $0 | -100.00% | 0.00% |
| OREGON PACIFIC WEALTH MANAGEMENT, LLC | 10/22/2025 | 0 | $0 | -100.00% | 0.00% |
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RiverFront Strategic Income Fund institutional Ownership - FAQ's
During the previous two years, 59 institutional investors and hedge funds held shares of RiverFront Strategic Income Fund. The most heavily invested institutionals were:
TRUIST FINANCIAL CORP: 79,675
Savvy Advisors, Inc.: 55,626
Koshinski Asset Management, Inc.: 38,120
PFG Advisors: 14,854
Elevated Capital Advisors, LLC: 12,855
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 11,822
65.71% of RiverFront Strategic Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.43 M shares in the last 24 months. This purchase volume represents approximately $79.63 M in transactions.