Position in RIV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$654,578
-$43,905 QoQ
Shares Held
58,971
-0.9% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RIV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Advisor OS, LLC holds $13,963,640 across 26 Asset Management names. RIV ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QQQX |
Nuveen NASDAQ 100 Dynamic Overwrite Fund
|
127,390 | $3,397,490 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
213,953 | $2,708,644 | |
| 3 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
52,072 | $656,626 | |
| 4 | RIV |
Rivernorth Opportunities Fund, Inc.
This page
|
58,971 | $654,578 | |
| 5 | BLK |
BlackRock, Inc.
|
664 | $638,572 | |
| 6 | PSBD |
Palmer Square Capital BDC Inc.
|
63,370 | $619,123 | |
| 7 | CRBG |
Corebridge Financial, Inc.
|
19,226 | $458,729 | |
| 8 | JHG |
Janus Henderson Group Ltc.
|
8,475 | $435,360 |
All Filings in RIV
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $654,578 | 58,971 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $698,483 | 59,496 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $641,676 | 53,473 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $638,769 | 53,665 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $608,558 | 53,165 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $577,799 | 51,796 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||