RiverFront Strategic Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALPS ADVISORS INC | 05/08/2026 | 426.61 K | $9.75 M | 43.77% | 10.61% |
| MORGAN STANLEY | 05/15/2026 | 160.95 K | $3.68 M | -50.47% | 4.00% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 144.06 K | $3.29 M | -2.64% | 3.58% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 116.55 K | $2.66 M | 2.92% | 2.90% |
| RIVERFRONT INVESTMENT GROUP, LLC | 05/11/2026 | 107.27 K | $2.45 M | -0.57% | 2.67% |
| MERIDIAN FINANCIAL, LLC | 04/21/2026 | 92.26 K | $2.11 M | -1.20% | 2.30% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 77.39 K | $1.77 M | -2.87% | 1.93% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 74.79 K | $1.71 M | 1.74% | 1.86% |
| LPL FINANCIAL LLC | 05/06/2026 | 53.14 K | $1.21 M | -26.57% | 1.32% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 50.38 K | $1.15 M | 7.58% | 1.25% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 50.37 K | $1.15 M | 0.00% | 1.25% |
| ROYAL BANK OF CANADA | 05/15/2026 | 47.36 K | $1.08 M | -53.61% | 1.18% |
| SAVVY ADVISORS, INC. | 05/11/2026 | 39.70 K | $907.43 K | -28.63% | 0.99% |
| AUSDAL FINANCIAL PARTNERS, INC. | 05/12/2026 | 38.34 K | $876.24 K | 15.35% | 0.95% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 04/27/2026 | 38.09 K | $870.63 K | -0.08% | 0.95% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 33.75 K | $771.39 K | 8.08% | 0.84% |
| GTS SECURITIES LLC | 05/15/2026 | 25.79 K | $589.55 K | 100.00% | 0.64% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 25.02 K | $571.93 K | 100.00% | 0.62% |
| JANE STREET GROUP, LLC | 05/12/2026 | 20.77 K | $474.65 K | -63.12% | 0.52% |
| CLARIS FINANCIAL LLC | 05/18/2026 | 19.98 K | $456.67 K | -4.23% | 0.50% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 17.09 K | $390.63 K | -5.79% | 0.43% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 17.04 K | $389.44 K | 103.00% | 0.42% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 16.28 K | $372.18 K | -1.63% | 0.41% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 16.13 K | $368.75 K | 0.00% | 0.40% |
| LARAWAY FINANCIAL ADVISORS INC | 05/14/2026 | 14.02 K | $320.42 K | 0.02% | 0.35% |
| PFG ADVISORS | 05/05/2026 | 12.34 K | $281.99 K | -16.94% | 0.31% |
| ELEVATED CAPITAL ADVISORS, LLC | 04/30/2026 | 10.71 K | $244.87 K | -16.66% | 0.27% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 10.45 K | $238.95 K | 0.00% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 9.93 K | $227.08 K | -71.78% | 0.25% |
| OPAL WEALTH ADVISORS, LLC | 04/14/2026 | 8.00 K | $182.74 K | 100.00% | 0.20% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 1.60 K | $36.58 K | 0.00% | 0.04% |
| GAMMA INVESTING LLC | 04/06/2026 | 1.59 K | $36.37 K | 0.00% | 0.04% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 1.19 K | $27.19 K | 100.00% | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 595 | $13.60 K | 0.00% | 0.01% |
| CWM, LLC | 05/14/2026 | 185 | $4.23 K | 100.00% | 0.00% |
| QUEST 10 WEALTH BUILDERS, INC. | 05/06/2026 | 166 | $3.79 K | 0.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 93 | $2.13 K | 0.00% | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 04/27/2026 | 48 | $1.10 K | -45.45% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $11 | 0.00% | 0.00% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 0 | $0 | -100.00% | 0.00% |
| IFG ADVISORY, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
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RiverFront Strategic Income Fund institutional Ownership - FAQ's
During the previous two years, 66 institutional investors and hedge funds held shares of RiverFront Strategic Income Fund. The most heavily invested institutionals were:
ALPS ADVISORS INC: 426,610
MORGAN STANLEY: 160,954
Prospera Financial Services Inc: 144,064
ENVESTNET ASSET MANAGEMENT INC: 116,545
RiverFront Investment Group, LLC: 107,273
Meridian Financial, LLC: 92,260
44.29% of RiverFront Strategic Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.02 M shares in the last 24 months. This purchase volume represents approximately $69.79 M in transactions.