Rivernorth Active Income ETFCEFZETF
13F holders, Q1 2026 (March 31)28holders −1
4new positions
4sold out
$7.85avg. 13F price*
At the end of Q1 2026, 28 institutions reported holding Rivernorth Active Income ETF (CEFZ) in their 13F filings, down 1 from Q4 2025. 4 opened new positions and 4 sold out. The largest holders were Envestnet Asset Management Inc. ($6.4M), Park Avenue Securities LLC ($5.1M) and Waverly Advisors, LLC ($2.3M).
- Company
- Rivernorth Active Income ETF
- Filed as
- ELEVATION SERIES TRUST (Q1 2026)
- CUSIP
- 210322673
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $425K |
| Exits | 4 | $31K |
All 13F filers, Q4 2025 → Q1 2026: 72,009 shares bought and 135,779 shares sold, net −63,770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 814,123 | $6.4M |
| Park Avenue Securities LLC | 0.04% | Reduce -2.4% | 646,686 | $5.1M |
| Waverly Advisors, LLC | 0.02% | Reduce -2.3% | 299,427 | $2.3M |
| Waddell & Associates, LLC | 0.07% | Add +2.5% | 147,035 | $1.2M |
| AE Wealth Management LLC | 0.00% | Add +0.5% | 112,448 | $882K |
| Triangle Securities Wealth Management | 0.16% | Add +0.2% | 90,618 | $711K |
| MML Investors Services, LLC | 0.00% | Reduce -32.4% | 62,095 | $487K |
| Cetera Investment Advisers | 0.00% | Reduce -1.2% | 39,676 | $311K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +47.3% | 34,143 | $268K |
| Independent Financial Group, LLC | 0.00% | Add +4.8% | 26,691 | $209K |
| Integrated Capital Management, Inc. | 0.13% | Add +2.3% | 24,745 | $194K |
| Kestra Advisory Services, LLC | 0.00% | New | 19,291 | $151K |
| Great Lakes Retirement, Inc. | 0.02% | Reduce -9.2% | 18,904 | $148K |
| GTS Securities LLC | 0.00% | Reduce -74.2% | 14,965 | $117K |
| Jane Street Group, LLC | 0.00% | New | 14,792 | $116K |
| Creative Planning | 0.00% | No change | 11,876 | $93K |
| Royal Bank of Canada | 0.00% | No change | 11,809 | $93K |
| Authentikos Wealth Advisory, LLC | 0.06% | Add +4.0% | 11,440 | $90K |
| Wedbush Securities Inc. | 0.00% | New | 11,001 | $86K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 10,626 | $83K |
| Elevated Capital Advisors, LLC | 0.02% | New | 9,111 | $72K |
| Osaic Holdings, Inc. | 0.00% | Reduce -68.0% | 4,794 | $38K |
| Lloyd Advisory Services, LLC. | 0.01% | Reduce -74.2% | 3,804 | $30K |
| Kingdom Financial Group LLC. | 0.01% | Add +4.9% | 3,804 | $30K |
| Allworth Financial LP | 0.00% | Add +2.5% | 2,441 | $19K |
| Networth Advisors, LLC | 0.00% | Reduce -28.0% | 569 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 164 | $1K |
| Triumph Capital Management | 0.00% | Add +12.0% | 28 | $220 |
"% of holder's portfolio" is CEFZ's weight in each manager's 13F, not the share of Rivernorth Active Income ETF the manager owns.