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CEFZ ELEVATION SERIES TRUST

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RIVE ACTI IN ETF (fund)

22 managers (22 13F filers) reported a position in CEFZ shares at 2025-09-30, 2,476,077 shares in all. 22 filers opened a position and 0 filers sold out during the quarter.

Managers
22
13F filers
22
New
22
Added
0
Reduced
0
Sold out
0
Shares held by filers
2,476,077

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC851,166$6.98M<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC680,165$5.57M0.04%new13F-HRTimelineGroup
Waverly Advisors, LLC308,177$2.53M0.03%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC139,883$1.15M0.1%new13F-HRTimeline
MML INVESTORS SERVICES, LLC92,890$761K<0.01%new13F-HRTimeline
Triangle Securities Wealth Management90,063$738K0.17%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC71,494$586K<0.01%new13F-HRTimelineGroup
Pasadena Private Wealth, LLC57,195$469K0.07%new13F-HRTimeline
Cetera Investment Advisers37,806$310K<0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,461$209K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…23,174$190K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,004$148K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,775$122K<0.01%new13F-HRTimelineGroup
LPL Financial LLC13,830$113K<0.01%new13F-HRTimeline
GTS SECURITIES LLC12,629$103K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,809$97K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning11,876$94.2K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC10,626$87.1K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,431$36.3K<0.01%new13F-HRTimelineGroup
Aventura Private Wealth, LLC384$3.15K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG232$1.9K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.7$59<0.01%new13F-HRTimeline