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CEFZ ELEVATION SERIES TRUST

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RIVE ACTI IN ETF (fund)

29 managers (29 13F filers) reported a position in CEFZ shares at 2025-12-31, 2,515,307 shares in all. 11 filers opened a position and 5 filers sold out during the quarter.

Managers
29
13F filers
29
New
11
Added
5
Reduced
4
Sold out
5
Shares held by filers
2,515,307

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 INC826,381$6.77M<0.01%-24,78513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC662,834$5.43M0.05%-17,33113F-HRTimelineGroup
Waverly Advisors, LLC306,539$2.51M0.02%-1,63813F-HRTimeline
WADDELL & ASSOCIATES, LLC143,391$1.17M0.08%+3,50813F-HRTimeline
AE Wealth Management LLC111,913$917K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC91,866$752K<0.01%-1,02413F-HRTimeline
Triangle Securities Wealth Management90,428$741K0.16%+36513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GTS SECURITIES LLC57,918$474K0.02%+45,28913F-HRTimeline
Cetera Investment Advisers40,154$329K<0.01%+2,34813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,461$209K<0.01%013F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.24,182$198K0.13%new13F-HRTimeline
Cambridge Investment Research Advisors,…23,174$190K<0.01%013F-HRTimeline
Great Lakes Retirement, Inc.20,821$171K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,987$123K<0.01%+21213F-HRTimelineGroup
Lloyd Advisory Services, LLC.14,740$121K0.05%new13F-HRTimeline
Creative Planningin group Creative Planning11,876$97.3K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,809$97K<0.01%013F-HRTimelineGroup
Authentikos Wealth Advisory, LLC10,997$90.1K0.06%new13F-HRTimeline
Plante Moran Financial Advisors, LLC10,626$87K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,431$36.3K<0.01%013F-HRTimelineGroup
Kingdom Financial Group LLC.3,627$29.7K0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,609$21.4K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,381$19.5K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC792$6.49K<0.01%new13F-HRTimeline
Networth Advisors, LLC790$6.47K<0.01%13F-HRTimeline
Aventura Private Wealth, LLC384$3.14K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.164$1.34K<0.01%new13F-HRTimeline
Triumph Capital Management25$205<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.7$60<0.01%013F-HRTimeline