WEST PALM BEACH, FL
RIVERNORTH/DOUBLELINE STRATEGIC OPPORTUNITY FUND, INC.OPP-PC— Latest position per institution from SEC 13F filings
15
Institutional holders
8.86M
Total shares held
61.94M
Estimated value
442.80K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
2.20M
Value
16.86M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.50M
Value
11.48M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
1.02M
Value
7.84M
Filed
Mar 31, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
529.89K
Value
4.06K
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
520.13K
Value
3.99M
Filed
Mar 31, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
346.14K
Value
2.65M
Filed
Mar 31, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
337.46K
Value
2.59M
Filed
Mar 31, 2026
CLOUGH CAPITAL PARTNERS L P
CIK 1276144
Shares
274.54K
Value
2.17M
Filed
Sep 30, 2023
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
245.19K
Value
1.95M
Filed
Dec 31, 2025
RIVERBRIDGE PARTNERS LLC
CIK 1112325
Shares
237.09K
Value
1.82M
Filed
Mar 31, 2026
MANGROVE PARTNERS IM, LLC
CIK 1535392
Shares
213.34K
Value
1.85M
Filed
Jun 30, 2024
UBS GROUP AG
CIK 1610520
Shares
213.19K
Value
1.64M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
193.23K
Value
1.78K
Filed
Sep 30, 2022
SIGNIFICANT WEALTH PARTNERS LLC
CIK 1964680
Shares
190.72K
Value
1.59M
Filed
Dec 31, 2023
NEWEDGE ADVISORS, LLC
CIK 1633516
Shares
176.04K
Value
176.04K
Filed
Mar 31, 2026
MATISSE CAPITAL
CIK 1668256
Shares
150.54K
Value
1.29M
Filed
Jun 30, 2025
PFG INVESTMENTS, LLC
CIK 1973224
Shares
137.79K
Value
1.06M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
126.57K
Value
970.81K
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
124.26K
Value
1.07M
Filed
Jun 30, 2024
BAIRD FINANCIAL GROUP, INC.
CIK 1648711
Shares
123.62K
Value
948.16K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 2.20M | 16.86M | Mar 31, 2026 |
| 2 | WELLS FARGO & COMPANY/MN | 72971 | 1.50M | 11.48M | Mar 31, 2026 |
| 3 | ROYAL BANK OF CANADA | 1000275 | 1.02M | 7.84M | Mar 31, 2026 |
| 4 | SIT INVESTMENT ASSOCIATES INC | 769317 | 529.89K | 4.06K | Mar 31, 2026 |
| 5 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 520.13K | 3.99M | Mar 31, 2026 |
| 6 | PATHSTONE HOLDINGS, LLC | 2011612 | 346.14K | 2.65M | Mar 31, 2026 |
| 7 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 337.46K | 2.59M | Mar 31, 2026 |
| 8 | CLOUGH CAPITAL PARTNERS L P | 1276144 | 274.54K | 2.17M | Sep 30, 2023 |
| 9 | J.W. COLE ADVISORS, INC. | 1404763 | 245.19K | 1.95M | Dec 31, 2025 |
| 10 | RIVERBRIDGE PARTNERS LLC | 1112325 | 237.09K | 1.82M | Mar 31, 2026 |
| 11 | MANGROVE PARTNERS IM, LLC | 1535392 | 213.34K | 1.85M | Jun 30, 2024 |
| 12 | UBS GROUP AG | 1610520 | 213.19K | 1.64M | Mar 31, 2026 |
| 13 | INVESCO LTD. | 914208 | 193.23K | 1.78K | Sep 30, 2022 |
| 14 | SIGNIFICANT WEALTH PARTNERS LLC | 1964680 | 190.72K | 1.59M | Dec 31, 2023 |
| 15 | NEWEDGE ADVISORS, LLC | 1633516 | 176.04K | 176.04K | Mar 31, 2026 |
| 16 | MATISSE CAPITAL | 1668256 | 150.54K | 1.29M | Jun 30, 2025 |
| 17 | PFG INVESTMENTS, LLC | 1973224 | 137.79K | 1.06M | Mar 31, 2026 |
| 18 | LPL FINANCIAL LLC | 1403438 | 126.57K | 970.81K | Mar 31, 2026 |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 124.26K | 1.07M | Jun 30, 2024 |
| 20 | BAIRD FINANCIAL GROUP, INC. | 1648711 | 123.62K | 948.16K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.