Who owns CEFZ?
RiverNorth Active Income ETF · RiverNorth
33 institutions reported holding CEFZ, worth $22.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of CEFZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $6.8M | 827,723 | +13,600 shares |
| Park Avenue Securities LLC | New York, NY | $5.4M | 653,816 | +7,130 shares |
| Waverly Advisors, LLC | Birmingham, AL | $2.5M | 298,482 | −945 shares |
| Waddell & Associates, LLC | Memphis, TN | $1.2M | 150,701 | +3,666 shares |
| AE Wealth Management LLC | Topeka, KS | $899K | 109,203 | −3,245 shares |
| Citadel Advisors LLC | Miami, FL | $850K | 103,294 | New position |
| Triangle Securities Wealth Management | Raleigh, NC | $746K | 90,696 | +78 shares |
| MML Investors Services, LLC | Springfield, MA | $743K | 90,325 | +28,230 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $662K | 80,476 | +46,333 shares |
| Cetera Investment Advisers | Schaumburg, IL | $345K | 41,872 | +2,196 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CEFZ?
33 institutional managers reported holding CEFZ in Form 13F filings for June 30, 2026, worth $22.0M in total. The largest reported position was held by Envestnet Asset Management Inc., at $6.8M.
Did institutions buy or sell CEFZ last quarter?
Reported 13F value rose 14.4% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CEFZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.