27 tracked 13F filers disclose a position in CEFZ as of the latest SEC 13F filings, a combined $13.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 814K | ▼−1.5% Reduced · −12K sh | Q1 2026 | |
| 2 | Waverly Advisors, LLC | $2.3M | 299K | ▼−2.3% Reduced · −7K sh | Q1 2026 | |
| 3 | WADDELL & ASSOCIATES, LLC | $1.2M | 151K | ▲+2.5% Added · +4K sh | Q2 2026 | |
| 4 | AE Wealth Management LLC | $882K | 112K | ▲+0.5% Added · +535 sh | Q1 2026 | |
| 5 | MML INVESTORS SERVICES, LLC | $743K | 90K | ▲+45% Added · +28K sh | Q2 2026 | |
| 6 | Cetera Investment Advisers | $311K | 40K | ▼−1.2% Reduced · −478 sh | Q1 2026 | |
| 7 | INTEGRATED CAPITAL MANAGEMENT, INC. | $224K | 27K | ▲+10.0% Added · +2K sh | Q2 2026 | |
| 8 | INDEPENDENT FINANCIAL GROUP, LLC | $217K | 26K | ▼−1.3% Reduced · −349 sh | Q2 2026 | |
| 9 | Great Lakes Retirement, Inc. | $145K | 18K | ▼−7.0% Reduced · −1K sh | Q2 2026 | |
| 10 | Kestra Advisory Services, LLC | $131K | 16K | ▼−18% Reduced · −3K sh | Q2 2026 | |
| 11 | GTS SECURITIES LLC | $117K | 15K | ▼−74% Reduced · −43K sh | Q1 2026 | |
| 12 | JANE STREET GROUP, LLC | $116K | 15K | ▲New +15K sh | Q1 2026 | |
| 13 | Lloyd Advisory Services, LLC. | $116K | 14K | ▲+270% Added · +10K sh | Q2 2026 | |
| 14 | Creative Planning | $93K | 12K | —Held | Q1 2026 | |
| 15 | ROYAL BANK OF CANADA | $93K | 12K | —Held | Q1 2026 | |
| 16 | Authentikos Wealth Advisory, LLC | $94K | 11K | ▼−0.3% Reduced · −33 sh | Q2 2026 | |
| 17 | Elevated Capital Advisors, LLC | $67K | 8K | ▼−11% Reduced · −1K sh | Q2 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $38K | 5K | ▼−68% Reduced · −10K sh | Q1 2026 | |
| 19 | Institute for Wealth Management, LLC. | $35K | 4K | ▲New +4K sh | Q2 2026 | |
| 20 | Kingdom Financial Group LLC. | $26K | 3K | ▼−17% Reduced · −633 sh | Q2 2026 | |
| 21 | Allworth Financial LP | $19K | 2K | ▲+2.5% Added · +60 sh | Q1 2026 | |
| 22 | TOUNJIAN ADVISORY PARTNERS, LLC | $13K | 2K | ▲New +2K sh | Q2 2026 | |
| 23 | Networth Advisors, LLC | $6K | 684 | ▲+20% Added · +115 sh | Q2 2026 | |
| 24 | Decker Retirement Planning Inc. | $5K | 570 | ▲New +570 sh | Q2 2026 | |
| 25 | Quest 10 Wealth Builders, Inc. | $1K | 164 | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in CEFZ and 5 added to an existing one, while 6 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1QQQ | 14 funds | $366.6M |
| VANGUARD DIVIDEND APPREC ETFVIG | 14 funds | $300.3M |
| ISHARES CORE S&P 500 ETFIVV | 13 funds | $1.1B |
| NVIDIA CORPNVDA | 13 funds | $737.9M |
| APPLE INCAAPL | 13 funds | $600.7M |
| MICROSOFT CORPMSFT | 13 funds | $398.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 13 funds | $315.8M |
| AMAZON.COM INCAMZN | 13 funds | $309.6M |
| ALPHABET INC-CL AGOOGL | 13 funds | $258.4M |
| BROADCOM INCAVGO | 13 funds | $253.4M |
| VANGUARD S&P 500 ETFVOO | 13 funds | $225.5M |
| MICRON TECHNOLOGY INCMU | 13 funds | $220.7M |
Ranked by how many of CEFZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| QBERTRUESHARES QUART | 34 funds | $62.8M |
| ONEZTRUESHARES SEASO | 32 funds | $140.8M |
| SEPZTRUESHARES STRUC | 31 funds | $93.3M |
| PAYMSP AU DE IN ETF | 27 funds | $89.9M |
| CEFZthis pageRIVERNORTH ACTIV | 27 funds | $13.5M |
| LRNZTRUESHS TECH AI | 26 funds | $6.0M |
| SOVFSOVEREIGNS CAPIT | 23 funds | $71.1M |
| DIVZPOLEN DIVIDEND I | 20 funds | $84.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for CEFZ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CEFZ/capital-change-brief"
Use Arkolith's capital_change_brief for CEFZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for CEFZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.