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CEFZ ELEVATION SERIES TRUST

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RIVE ACTI IN ETF (fund)

28 managers (28 13F filers) reported a position in CEFZ shares at 2026-03-31, 2,447,106 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
28
13F filers
28
New
4
Added
10
Reduced
10
Sold out
4
Shares held by filers
2,447,106

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC814,123$6.39M<0.01%-12,25813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC646,686$5.08M0.04%-16,14813F-HRTimelineGroup
Waverly Advisors, LLC299,427$2.35M0.02%-7,11213F-HRTimeline
WADDELL & ASSOCIATES, LLC147,035$1.15M0.07%+3,64413F-HRTimeline
AE Wealth Management LLC112,448$882K<0.01%+53513F-HRTimeline
Triangle Securities Wealth Management90,618$711K0.16%+19013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MML INVESTORS SERVICES, LLC62,095$487K<0.01%-29,77113F-HRTimeline
Cetera Investment Advisers39,676$311K<0.01%-47813F-HRTimeline
Cambridge Investment Research Advisors,…34,143$268K<0.01%+10,96913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC26,691$209K<0.01%+1,23013F-HR/ATimeline
INTEGRATED CAPITAL MANAGEMENT, INC.24,745$194K0.13%+56313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,291$151K<0.01%new13F-HRTimelineGroup
Great Lakes Retirement, Inc.18,904$148K0.02%-1,91713F-HRTimeline
GTS SECURITIES LLC14,965$117K<0.01%-42,95313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,792$116K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning11,876$93.2K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,809$93K<0.01%013F-HRTimelineGroup
Authentikos Wealth Advisory, LLC11,440$89.8K0.06%+44313F-HRTimeline
WEDBUSH SECURITIES INC11,001$86K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC10,626$83.4K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC9,111$71.5K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,794$37.6K<0.01%-10,19313F-HRTimelineGroup
Lloyd Advisory Services, LLC.3,804$29.9K0.01%-10,93613F-HRTimeline
Kingdom Financial Group LLC.3,804$29.9K0.01%+17713F-HRTimeline
Allworth Financial LP2,441$19.2K<0.01%+6013F-HRTimeline
Networth Advisors, LLC569$4.46K<0.01%-22113F-HRTimeline
Quest 10 Wealth Builders, Inc.164$1.29K<0.01%013F-HRTimeline
Triumph Capital Management28$220<0.01%+313F-HRTimeline