Who Owns RiverNorth Active Income ETF (CEFZ)?Hedge Fund & Institutional Holders

$7.94-0.01 (-0.17%)Financial ServicesBATS

Institutional Holders

29

as of Q4 2025

Total Institutional Value

$6.000542920001001e+43T

% of Float Held

QoQ Change in Holders

+15 / -4

Price History

$7.89$8.02$8.15$8.27$8.40Aug 25Nov 25Mar 26

CEFZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ENVESTNET ASSET MANAGEMENT INCNew Position+826K+$6.0M
PARK AVENUE SECURITIES LLCNew Position+663K+$5.4M
AE Wealth Management LLCNew Position+112K+$916K
INTEGRATED CAPITAL MANAGEMENT, INC.New Position+24K+$198K
Lloyd Advisory Services, LLC.New Position+15K+$120K
Authentikos Wealth Advisory, LLCNew Position+11K+$90K
Plante Moran Financial Advisors, LLCNew Position+11K+$87K
Kingdom Financial Group LLC.New Position+4K+$29K
Allworth Financial LPNew Position+2K+$19K
Farther Finance Advisors, LLCNew Position+792+$6K
Aventura Private Wealth, LLCNew Position+768+$6K
Networth Advisors, LLCNew Position+790+$6K
Quest 10 Wealth Builders, Inc.New Position+164+$1K
Great Lakes Retirement, Inc.New Position+21K+$0
DHJJ Financial Advisors, Ltd.New Position+7+$0

CEFZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Waverly Advisors, LLCDecreased-2K-$2.5B
MML INVESTORS SERVICES, LLCDecreased-1K-$761.2M
CITADEL ADVISORS LLCClosed Position-71K-$585.9M
JANE STREET GROUP, LLCClosed Position-18K-$147.5M
LPL Financial LLCClosed Position-14K-$113.3M
UBS Group AGClosed Position-232-$1.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ENVESTNET ASSET MANAGEMENT INC826,381$6.0M0.00%Share
2PARK AVENUE SECURITIES LLC662,834$5.4M0.05%Share
3Waverly Advisors, LLC306,539$2.0M0.02%Share
4WADDELL & ASSOCIATES, LLC143,391$1.0M0.07%Share
5AE Wealth Management LLC111,913$916K0.01%Share
6Triangle Securities Wealth Management90,428$740K0.16%Share
7INTEGRATED CAPITAL MANAGEMENT, INC.24,182$198K0.13%Share
8Lloyd Advisory Services, LLC.14,740$120K0.05%Share
9Authentikos Wealth Advisory, LLC10,997$90K0.06%Share
10Plante Moran Financial Advisors, LLC10,626$87K0.01%Share
11Kingdom Financial Group LLC.3,627$29K0.01%Share
12Allworth Financial LP2,381$19K0.00%Share
13Networth Advisors, LLC790$6K0.00%Share
14Farther Finance Advisors, LLC792$6K0.00%Share
15Aventura Private Wealth, LLC384$3K0.00%Share
16Aventura Private Wealth, LLC384$3K0.00%Share
17Quest 10 Wealth Builders, Inc.164$1K0.00%Share
18ROYAL BANK OF CANADA11,809$00.00%Share
19Creative Planning11,876$00.00%Share
20BANK OF AMERICA CORP /DE/2,609$00.00%Share
21GTS SECURITIES LLC57,918$00.00%Share
22Great Lakes Retirement, Inc.20,821$00.00%Share
23Cambridge Investment Research Advisors, Inc.23,174$00.00%Share
24Triumph Capital Management25$00.00%Share
25CIBC Private Wealth Group LLC4,431$00.00%Share
26MML INVESTORS SERVICES, LLC91,866$00.00%Share
27OSAIC HOLDINGS, INC.14,987$00.00%Share
28Cetera Investment Advisers40,154$00.00%Share
29DHJJ Financial Advisors, Ltd.7$00.00%Share

CEFZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202528$16.6M+12
Q3 202516$6.8B

Similar Stocks by Institutional Ownership

As of Q4 2025, 29 institutional investors hold CEFZ (RiverNorth Active Income ETF). The largest holder is ENVESTNET ASSET MANAGEMENT INC with $6.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own CEFZ?

As of Q4 2025, 29 institutional investors report holding CEFZ (RiverNorth Active Income ETF) in their 13F filings.

Who is the largest institutional holder of CEFZ?

The largest institutional holder of CEFZ is ENVESTNET ASSET MANAGEMENT INC with $6.0M in shares.

Is institutional ownership of CEFZ increasing or decreasing?

This quarter, 15 institutions opened new positions in CEFZ and 4 closed their positions.