Rivernorth Active Income ETFCEFZETF
13F holders, Q2 2026 (June 30)33holders +5
6new positions
2sold out
1famous investor
$8.23avg. 13F price*
At the end of Q2 2026, 33 institutions reported holding Rivernorth Active Income ETF (CEFZ) in their 13F filings, up 5 from Q1 2026. 6 opened new positions and 2 sold out. The largest holders were Envestnet Asset Management Inc. ($6.8M), Park Avenue Securities LLC ($5.4M) and Waverly Advisors, LLC ($2.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Rivernorth Active Income ETF
- Filed as
- ELEVATION SERIES TRUST (Q2 2026)
- CUSIP
- 210322673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $953K |
| Exits | 2 | $199K |
All 13F filers, Q1 2026 → Q2 2026: 219,869 shares bought and 36,358 shares sold, net +183,511 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 33 holders
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 827,723 | $6.8M |
| Park Avenue Securities LLC | 0.03% | Add +1.1% | 653,816 | $5.4M |
| Waverly Advisors, LLC | 0.01% | Reduce -0.3% | 298,482 | $2.5M |
| Waddell & Associates, LLC | 0.06% | Add +2.5% | 150,701 | $1.2M |
| AE Wealth Management LLC | 0.00% | Reduce -2.9% | 109,203 | $899K |
| Citadel Advisors | 0.00% | New | 103,294 | $850K |
| Triangle Securities Wealth Management | 0.15% | Add +0.1% | 90,696 | $746K |
| MML Investors Services, LLC | 0.00% | Add +45.5% | 90,325 | $743K |
| Cetera Investment Advisers | 0.00% | Add +5.5% | 41,872 | $345K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +17.9% | 40,238 | $331K |
| Integrated Capital Management, Inc. | 0.16% | Add +10.0% | 27,213 | $224K |
| Independent Financial Group, LLC | 0.00% | Reduce -1.3% | 26,342 | $217K |
| GTS Securities LLC | 0.00% | Add +66.1% | 24,854 | $205K |
| Wedbush Securities Inc. | 0.00% | Add +90.7% | 20,973 | $173K |
| Great Lakes Retirement, Inc. | 0.01% | Reduce -7.0% | 17,573 | $145K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -17.5% | 15,911 | $131K |
| Osaic Holdings, Inc. | 0.00% | Add +215.5% | 15,126 | $125K |
| Lloyd Advisory Services, LLC. | 0.04% | Add +269.8% | 14,068 | $116K |
| Creative Planning | 0.00% | No change | 11,876 | $98K |
| Royal Bank of Canada | 0.00% | No change | 11,809 | $97K |
| Authentikos Wealth Advisory, LLC | 0.06% | Reduce -0.3% | 11,407 | $94K |
| Elevated Capital Advisors, LLC | 0.02% | Reduce -11.2% | 8,087 | $67K |
| UBS Group AG | 0.00% | New | 5,657 | $47K |
| Institute for Wealth Management, LLC. | 0.00% | New | 4,248 | $35K |
| Kingdom Financial Group LLC. | 0.01% | Reduce -16.6% | 3,171 | $26K |
| Allworth Financial LP | 0.00% | Add +2.5% | 2,502 | $21K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 1,525 | $13K |
| Networth Advisors, LLC | 0.00% | Add +20.2% | 684 | $6K |
| Decker Retirement Planning Inc. | 0.00% | New | 570 | $5K |
| IFG Advisory, LLC | 0.00% | New | 475 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 164 | $1K |
| Montgomery Financial Services LLC | 0.00% | — | 89 | $732 |
| Triumph Capital Management | 0.00% | Add +14.3% | 32 | $263 |
"% of holder's portfolio" is CEFZ's weight in each manager's 13F, not the share of Rivernorth Active Income ETF the manager owns.