RiverFront Strategic Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALPS ADVISORS INC | 07/29/2026 | 426.61 K | $9.72 M | 0.00% | 10.61% |
| MORGAN STANLEY | 08/13/2026 | 135.99 K | $3.10 M | -15.51% | 3.38% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 128.49 K | $2.93 M | -10.81% | 3.20% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 121.15 K | $2.76 M | 3.95% | 3.01% |
| RIVERFRONT INVESTMENT GROUP, LLC | 07/29/2026 | 100.81 K | $2.30 M | -6.03% | 2.51% |
| MERIDIAN FINANCIAL, LLC | 07/22/2026 | 90.59 K | $2.06 M | -1.81% | 2.25% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 81.78 K | $1.86 M | 9.34% | 2.03% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 77.00 K | $1.75 M | -0.51% | 1.92% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 51.05 K | $1.16 M | 1.34% | 1.27% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 50.37 K | $1.15 M | 0.00% | 1.25% |
| ROYAL BANK OF CANADA | 08/14/2026 | 48.49 K | $1.11 M | 2.37% | 1.21% |
| LPL FINANCIAL LLC | 08/07/2026 | 44.29 K | $1.01 M | -16.65% | 1.10% |
| SAVVY ADVISORS, INC. | 08/03/2026 | 38.69 K | $881.89 K | -2.53% | 0.96% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 36.62 K | $834.50 K | -4.49% | 0.91% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 34.59 K | $788.42 K | 38.25% | 0.86% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 32.70 K | $745.36 K | -3.09% | 0.81% |
| JANE STREET GROUP, LLC | 08/14/2026 | 31.95 K | $728.14 K | 53.85% | 0.79% |
| KOSHINSKI ASSET MANAGEMENT, INC. | 07/27/2026 | 30.91 K | $704.48 K | -18.85% | 0.77% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 15.87 K | $361.80 K | -2.51% | 0.40% |
| LARAWAY FINANCIAL ADVISORS INC | 08/03/2026 | 14.02 K | $319.59 K | 0.04% | 0.35% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 12.80 K | $291.62 K | -24.90% | 0.32% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 11.74 K | $267.66 K | -31.28% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 11.02 K | $251.20 K | 10.95% | 0.27% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 10.45 K | $238.26 K | 0.00% | 0.26% |
| ELEVATED CAPITAL ADVISORS, LLC | 08/03/2026 | 10.25 K | $233.66 K | -4.30% | 0.26% |
| PFG ADVISORS | 07/16/2026 | 10.12 K | $230.53 K | -18.01% | 0.25% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 1.60 K | $36.46 K | 0.00% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 595 | $13.56 K | 0.00% | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 08/14/2026 | 220 | $5.01 K | 100.00% | 0.01% |
| QUEST 10 WEALTH BUILDERS, INC. | 07/24/2026 | 166 | $3.78 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 147 | $3.34 K | 100.00% | 0.00% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 93 | $2.12 K | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 86 | $1.95 K | 8,500.00% | 0.00% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 64 | $1.46 K | 100.00% | 0.00% |
| EVOLUTION WEALTH MANAGEMENT INC. | 07/21/2026 | 48 | $1.09 K | 0.00% | 0.00% |
| GAMMA INVESTING LLC | 07/07/2026 | 44 | $1.00 K | -97.23% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 1 | $13 | 100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| GTS SECURITIES LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| OPAL WEALTH ADVISORS, LLC | 07/20/2026 | 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:
ALPS ADVISORS INC: 426,610
MORGAN STANLEY: 135,986
Prospera Financial Services Inc: 128,485
ENVESTNET ASSET MANAGEMENT INC: 121,147
RiverFront Investment Group, LLC: 100,806
Meridian Financial, LLC: 90,591
41.34% of RiverFront Strategic Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 2.92 M shares in the last 24 months. This purchase volume represents approximately $67.50 M in transactions.