CEFZ Institutional Ownership
RiverNorth Active Income ETF
1W: +0.0%
1M: -3.8%
3M: -3.9%
YTD: -1.9%
1Y: -2.0%
$7.92
+0.02 (+0.25%)
Weekly Expected Move ±1.5%
$8
$8
$8
$8
$8
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — CEFZ
35
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
7
New Positions
15
Increased
10
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (39 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 827,723 | $7M | +13,600 | +1.7% | 4Q | SEC ↗ |
| 2 | PARK AVENUE SECURITIES LLC | 653,816 | $5M | +7,130 | +1.1% | 4Q | SEC ↗ |
| 3 | Waverly Advisors, LLC | 298,482 | $2M | -945 | -0.3% | 4Q | SEC ↗ |
| 4 | WADDELL & ASSOCIATES, LLC | 150,701 | $1M | +3,666 | +2.5% | 4Q | SEC ↗ |
| 5 | AE Wealth Management LLC | 109,203 | $865K | -3,245 | -2.9% | 3Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC NEW | 103,294 | $818K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Triangle Securities Wealth Management | 90,696 | $718K | +78 | +0.1% | 4Q | SEC ↗ |
| 8 | MML INVESTORS SERVICES, LLC | 90,325 | $715K | +28,230 | +45.5% | 4Q | SEC ↗ |
| 9 | Cetera Investment Advisers | 41,872 | $332K | +2,196 | +5.5% | 4Q | SEC ↗ |
| 10 | Cambridge Investment Research Advisors | 40,238 | $319K | +6,095 | +17.9% | 4Q | SEC ↗ |
| 11 | INTEGRATED CAPITAL MANAGEMENT, INC. | 27,213 | $216K | +2,468 | +10.0% | 3Q | SEC ↗ |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | 26,342 | $209K | -349 | -1.3% | 4Q | SEC ↗ |
| 13 | GTS SECURITIES LLC | 24,854 | $197K | +9,889 | +66.1% | 4Q | SEC ↗ |
| 14 | WEDBUSH SECURITIES INC | 20,973 | $166K | +9,972 | +90.6% | 2Q | SEC ↗ |
| 15 | Great Lakes Retirement, Inc. | 17,573 | $139K | -1,331 | -7.0% | 3Q | SEC ↗ |
| 16 | Kestra Advisory Services, LLC | 15,911 | $126K | -3,380 | -17.5% | 2Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 15,126 | $120K | +10,332 | +215.5% | 4Q | SEC ↗ |
| 18 | Lloyd Advisory Services, LLC. | 14,068 | $111K | +10,264 | +269.8% | 3Q | SEC ↗ |
| 19 | Creative Planning | 11,876 | $94K | — | +0.0% | 4Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 11,809 | $94K | — | +0.0% | 4Q | SEC ↗ |
| 21 | Authentikos Wealth Advisory, LLC | 11,407 | $90K | -33 | -0.3% | 3Q | SEC ↗ |
| 22 | Elevated Capital Advisors, LLC | 8,087 | $64K | -1,024 | -11.2% | 2Q | SEC ↗ |
| 23 | UBS Group AG NEW | 5,657 | $45K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Institute for Wealth Management, LLC. NEW | 4,248 | $34K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Kingdom Financial Group LLC. | 3,171 | $25K | -633 | -16.6% | 3Q | SEC ↗ |
| 26 | Allworth Financial LP | 2,502 | $20K | +61 | +2.5% | 3Q | SEC ↗ |
| 27 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 1,525 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Networth Advisors, LLC | 684 | $5K | +115 | +20.2% | 3Q | SEC ↗ |
| 29 | Decker Retirement Planning Inc. NEW | 570 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 30 | IFG Advisory, LLC NEW | 475 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 31 | Quest 10 Wealth Builders, Inc. | 164 | $1K | — | +0.0% | 3Q | SEC ↗ |
| 32 | Montgomery Financial Services LLC NEW | 89 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Triumph Capital Management | 32 | $0K | +4 | +14.3% | 4Q | SEC ↗ |
| 34 | Farther Finance Advisors, LLC | 0 | $0K | -792 | -100.0% | 1Q | SEC ↗ |
| 35 | DHJJ Financial Advisors, Ltd. | 0 | $0K | -7 | -100.0% | 2Q | SEC ↗ |
| 36 | Plante Moran Financial Advisors, LLC | 0 | $0K | -10,626 | -100.0% | 3Q | SEC ↗ |
| 37 | JANE STREET GROUP, LLC | 0 | $0K | -14,792 | -100.0% | 1Q | SEC ↗ |
| 38 | BANK OF AMERICA CORP /DE | 0 | $0K | -2,609 | -100.0% | 1Q | SEC ↗ |
| 39 | Aventura Private Wealth, LLC | 0 | $0K | -384 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 103,294 | $818K |
| UBS Group AG | 5,657 | $45K |
| Institute for Wealth Management, LL | 4,248 | $34K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 1,525 | $12K |
| Decker Retirement Planning Inc. | 570 | $5K |
| IFG Advisory, LLC | 475 | $4K |
| Montgomery Financial Services LLC | 89 | $1K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 14,792 | $117K |
| Plante Moran Financial Advisors, LL | 10,626 | $84K |
| BANK OF AMERICA CORP /DE | 2,609 | $21K |
| Farther Finance Advisors, LLC | 792 | $6K |
| Aventura Private Wealth, LLC | 384 | $3K |
| DHJJ Financial Advisors, Ltd. | 7 | $0K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | +28,230 | +45.5% | 90,325 |
| ENVESTNET ASSET MANAGEMENT INC | +13,600 | +1.7% | 827,723 |
| OSAIC HOLDINGS, INC. | +10,332 | +215.5% | 15,126 |
| Lloyd Advisory Services, LLC. | +10,264 | +269.8% | 14,068 |
| WEDBUSH SECURITIES INC | +9,972 | +90.6% | 20,973 |
| GTS SECURITIES LLC | +9,889 | +66.1% | 24,854 |
| PARK AVENUE SECURITIES LLC | +7,130 | +1.1% | 653,816 |
| Cambridge Investment Research Advis | +6,095 | +17.9% | 40,238 |
| WADDELL & ASSOCIATES, LLC | +3,666 | +2.5% | 150,701 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | +2,468 | +10.0% | 27,213 |
| Cetera Investment Advisers | +2,196 | +5.5% | 41,872 |
| Networth Advisors, LLC | +115 | +20.2% | 684 |
| Triangle Securities Wealth Manageme | +78 | +0.1% | 90,696 |
| Allworth Financial LP | +61 | +2.5% | 2,502 |
| Triumph Capital Management | +4 | +14.3% | 32 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -3,380 | -17.5% | 15,911 |
| AE Wealth Management LLC | -3,245 | -2.9% | 109,203 |
| Great Lakes Retirement, Inc. | -1,331 | -7.0% | 17,573 |
| Elevated Capital Advisors, LLC | -1,024 | -11.2% | 8,087 |
| Waverly Advisors, LLC | -945 | -0.3% | 298,482 |
| Kingdom Financial Group LLC. | -633 | -16.6% | 3,171 |
| INDEPENDENT FINANCIAL GROUP, LLC | -349 | -1.3% | 26,342 |
| Authentikos Wealth Advisory, LLC | -33 | -0.3% | 11,407 |