Rivernorth Active Income ETFCEFZ ETF 13F holders, Q3 2025 (September 30) 22 holders
1 famous investor
$8.19 avg. 13F price*
At the end of Q3 2025 , 22 institutions reported holding Rivernorth Active Income ETF (CEFZ) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($7.0M), Park Avenue Securities LLC ($5.6M) 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 (Q3 2025)
CUSIP 210322673
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2025 Institutions Total Value New Positions 22 $20.3M Exits 0 $0
Ownership 22 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Envestnet Asset Management Inc. 0.00% New 851,166 $7.0M Park Avenue Securities LLC 0.04% New 680,165 $5.6M Waverly Advisors, LLC 0.03% New 308,177 $2.5M Waddell & Associates, LLC 0.10% New 139,883 $1.1M MML Investors Services, LLC 0.00% New 92,890 $761K Triangle Securities Wealth Management 0.17% New 90,063 $738K Citadel Advisors 0.00% New 71,494 $586K Pasadena Private Wealth, LLC 0.07% New 57,195 $469K Cetera Investment Advisers 0.00% New 37,806 $310K Independent Financial Group, LLC 0.01% New 25,461 $209K Cambridge Investment Research Advisors, Inc. 0.00% New 23,174 $190K Jane Street Group, LLC 0.00% New 18,004 $148K Osaic Holdings, Inc. 0.00% New 14,775 $122K LPL Financial LLC 0.00% New 13,830 $113K GTS Securities LLC 0.00% New 12,629 $103K Royal Bank of Canada 0.00% New 11,809 $97K Creative Planning 0.00% New 11,876 $94K Plante Moran Financial Advisors, LLC 0.01% New 10,626 $87K CIBC Private Wealth Group LLC 0.00% New 4,431 $36K Aventura Private Wealth, LLC 0.00% New 384 $3K UBS Group AG 0.00% New 232 $2K DHJJ Financial Advisors, Ltd. 0.00% New 7 $59
"% of holder's portfolio" is CEFZ's weight in each manager's 13F, not the share of Rivernorth Active Income ETF the manager owns.