Vault-13

RIVERNORTH MANAGED DUR MUN I XRMMX

COM · Closed-End Fund · CUSIP 76882H105

52 institutional holders -5 vs Q4 2025
3,510,6323.5m shares reported held*
$48.1mreported value*
6 new 18 added 14 reduced 10 sold out net bought ≈ $2.4m (+174.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $13.70.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 29Q4 22: 33Q1 23: 34Q2 23: 32Q3 23: 32Q4 23: 41Q1 24: 44Q2 24: 44Q3 24: 40Q4 24: 47Q1 25: 45Q2 25: 52Q3 25: 51Q4 25: 57Q1 26: 5252Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202229
Q4 202233
Q1 202334
Q2 202332
Q3 202332
Q4 202341
Q1 202444
Q2 202444
Q3 202440
Q4 202447
Q1 202545
Q2 202552
Q3 202551
Q4 202557
Q1 202652

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 20 bought or addedQ2 24: 15 cut or sold outQ3 24: 18 bought or addedQ3 24: 15 cut or sold outQ3 24Q4 24: 22 bought or addedQ4 24: 16 cut or sold outQ1 25: 29 bought or addedQ1 25: 11 cut or sold outQ1 25Q2 25: 31 bought or addedQ2 25: 13 cut or sold outQ3 25: 24 bought or addedQ3 25: 23 cut or sold outQ3 25Q4 25: 33 bought or addedQ4 25: 16 cut or sold outQ1 26: 24 bought or addedQ1 26: 24 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242015
Q3 20241815
Q4 20242216
Q1 20252911
Q2 20253113
Q3 20252423
Q4 20253316
Q1 20262424

Biggest buyers

Arkadios Wealth Advisors New +107,967+108.0k
GUGGENHEIM CAPITAL LLC New +106,317+106.3k
Gateway Wealth Partners, LLC Added +73,345+73.3k
Rockefeller Capital Management L.P. Added +37,377+37.4k
ROBINSON CAPITAL MANAGEMENT, LLC Added +36,540+36.5k
RAYMOND JAMES FINANCIAL INC Added +34,921+34.9k
LPL Financial LLC Added +27,436+27.4k
HighTower Advisors, LLC Added +14,064+14.1k
U.S. Capital Wealth Advisors, LLC Added +13,825+13.8k
RIVERNORTH CAPITAL MANAGEMENT, LLC New +13,382+13.4k

Biggest sellers

MORGAN STANLEY Reduced -89,726-89.7k
Balyasny Asset Management L.P. Sold out -45,708-45.7k
Logan Stone Capital, LLC Sold out -39,029-39.0k
READYSTATE ASSET MANAGEMENT LP Sold out -27,030-27.0k
STIFEL FINANCIAL CORP Reduced -20,981-21.0k
WOLVERINE ASSET MANAGEMENT LLC Sold out -20,447-20.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -16,581-16.6k
JANE STREET GROUP, LLC Sold out -14,769-14.8k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Sold out -14,233-14.2k
Cetera Investment Advisers Sold out -10,725-10.7k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROBINSON CAPITAL MANAGEMENT, LLC 2.74% of their portfolio GROSSE POINTE FARMS, MI 431,397431.4k $6.1m $6.1m 2.74% Added +36.5k +36,540
2 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 395,336395.3k $5.4m $5.4m 0.00% Reduced -3.2k -3,193
3 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 239,842239.8k $3.3m $3.3m 0.00% Reduced -602 -602
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 229,863229.9k $3.1m $3.1m 0.00% Reduced -89.7k -89,726
5 Advisors Asset Management, Inc. 0.05% of their portfolio Monument, CO 226,459226.5k $3.1m $3.1m 0.05% Reduced -2.0k -1,971
6 U.S. Capital Wealth Advisors, LLC 0.06% of their portfolio AUSTIN, TX 179,728179.7k $2.4m $2.4m 0.06% Added +13.8k +13,825
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 168,540168.5k $2.3m $2.3m 0.00% Added +8.6k +8,608
8 ProVise Management Group, LLC 0.16% of their portfolio CLEARWATER, FL 167,888167.9k $2.3m $2.3m 0.16% Reduced -1.5k -1,468
9 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 132,982133.0k $1.8m $1.8m 0.00% Added +37.4k +37,377
10 Gateway Wealth Partners, LLC 0.06% of their portfolio APPLETON, WI 115,380115.4k $1.6m $1.6m 0.06% Added +73.3k +73,345
11 Wagner Wealth Management, LLC 0.30% of their portfolio GREENVILLE, SC 107,967108.0k $1.5m $1.5m 0.30% Reduced -1.8k -1,787
12 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 107,967108.0k $1.5m $1.5m 0.02% New
13 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 106,317106.3k $1.4m $1.4m 0.01% New
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 105,918105.9k $1.4m $1.4m 0.00% Added +34.9k +34,921
15 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 88,69688.7k $1.2m $1.2m 0.00% Added +27.4k +27,436
16 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 59,86559.9k $815.9k $815.9k 0.00% Reduced -21.0k -20,981
17 Samalin Investment Counsel, LLC 0.26% of their portfolio CHAPPAQUA, NY 54,56054.6k $743.7k $743.7k 0.26% Reduced -7.1k -7,064
18 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 54,30054.3k $740.0k $740.0k 0.02% Reduced -4.8k -4,838
19 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 53,86053.9k $734.1k $734.1k 0.01% Added +5.5k +5,518
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 50,51850.5k $688.6k $688.6k 0.00% Added +3.8k +3,752
21 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 44,43044.4k $605.6k $605.6k 0.01% Reduced -435 -435
22 Estate Planners Group, LLC 0.28% of their portfolio YARDLEY, PA 42,10342.1k $573.9k $573.9k 0.28% Reduced -1.7k -1,740
23 XML Financial, LLC 0.05% of their portfolio BETHESDA, MD 41,20041.2k $561.6k $561.6k 0.05% Added +8.5k +8,500
24 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 33,63333.6k $458.4k $458.4k 0.00% Added +14.1k +14,064
25 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 32,73832.7k $446.2k $446.2k 0.00% Added +242 +242
26 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 26,10026.1k $356.0k $356.0k 0.00% Added +1.5k +1,500
27 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 24,98525.0k $340.6k $340.6k 0.00% Added +565 +565
28 Abel Hall, LLC 0.06% of their portfolio BATON ROUGE, LA 20,00020.0k $272.6k $272.6k 0.06% Unchanged
29 River Street Advisors LLC 0.09% of their portfolio AURORA, IL 19,72719.7k $268.9k $268.9k 0.09% Unchanged
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 18,68118.7k $254.6k $254.6k 0.00% Reduced -1.4k -1,369
31 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,85017.9k $243.3k $243.3k 0.00% Added +1.7k +1,700
32 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.01% of their portfolio WEST PALM BEACH, FL 13,38213.4k $182.4k $182.4k 0.01% New
33 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 13,30013.3k $181.3k $181.3k 0.00% Unchanged
34 CreativeOne Wealth, LLC 0.00% of their portfolio OVERLAND PARK, KS 12,89312.9k $177.2k $177.2k 0.00% Added +154 +154
35 Closed-End Fund Advisors, Inc. 0.17% of their portfolio RICHMOND, VA 11,90411.9k $162.3k $162.3k 0.17% Unchanged
36 MELFA WEALTH MANAGEMENT, INC. 0.09% of their portfolio WESTBOROUGH, MA 10,98111.0k $149.7k $149.7k 0.09% Added +26 +26
37 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 10,43010.4k $142.2k $142.2k 0.01% Added +7 +7
38 Noble Wealth Management PBC 0.05% of their portfolio GREENWOOD VILLAGE, CO 6,8286.8k $93.1k $93.1k 0.05% Reduced -472 -472
39 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 6,0006.0k $81.8k $81.8k 0.00% New
40 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 6,0006.0k $81.8k $81.8k 0.00% Unchanged
41 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 5,9606.0k $81.2k $81.2k 0.00% Reduced -2.7k -2,696
42 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 4,7604.8k $64.9k $64.9k 0.00% New
43 Advocate Investing Services LLC 0.03% of their portfolio WOODBINE, MD 2,5002.5k $34.1k $34.1k 0.03% Unchanged
44 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 2,0002.0k $27.3k $27.3k 0.00% Unchanged
45 Osbon Capital Management LLC 0.02% of their portfolio BOSTON, MA 1,9191.9k $26.2k $26.2k 0.02% New
46 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,2501.2k $17.0k $17.0k 0.00% Unchanged
47 West Branch Capital LLC 0.00% of their portfolio AMHERST, MA 500500 $6.8k $6.8k 0.00% Unchanged
48 Bank of New Hampshire 0.00% of their portfolio LACONIA, NH 500500 $6.8k $6.8k 0.00% Unchanged
49 HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio SHERMAN OAKS, CA 450450 $6.1k $6.1k 0.00% Unchanged
50 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 245245 $3.3k $3.3k 0.00% Unchanged
51 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 00 $6 $6 0.00% Unchanged
52 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 00 $6 $6 0.00% Unchanged