Who Owns ELEVATION (CEFZ)? -- Institutional Holders (2026-06-30)

35 institutions reported holding $21.6M of ELEVATION (CEFZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($6.8M), PARK AVENUE SECURITIES LLC ($5.4M), Waverly Advisors, LLC ($2.5M), WADDELL & ASSOCIATES, LLC ($1.2M), AE Wealth Management LLC ($898,668). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$6.8M827,723Added
2PARK AVENUE SECURITIES LLC$5.4M653,816Added
3Waverly Advisors, LLC$2.5M298,482Trimmed
4WADDELL & ASSOCIATES, LLC$1.2M150,701Added
5AE Wealth Management LLC$898,668109,203Trimmed
6CITADEL ADVISORS LLC$850,037103,294New
7Triangle Securities Wealth Management$746,36790,696Added
8MML INVESTORS SERVICES, LLC$743,30890,325Added
9Cetera Investment Advisers$344,57741,872Added
10Cambridge Investment Research Advisors, Inc.$331,00040,238Added
11INTEGRATED CAPITAL MANAGEMENT, INC.$223,94627,213Added
12INDEPENDENT FINANCIAL GROUP, LLC$216,77626,342Trimmed
13GTS SECURITIES LLC$204,52424,854Added
14WEDBUSH SECURITIES INC$173,00020,973Added
15Great Lakes Retirement, Inc.$144,62617,573Trimmed
16Kestra Advisory Services, LLC$130,94015,911Trimmed
17OSAIC HOLDINGS, INC.$124,50015,126Added
18Lloyd Advisory Services, LLC.$115,77214,068Added
19Creative Planning$97,73311,876Hold
20Royal Bank of Canada$97,00011,809Hold
21Authentikos Wealth Advisory, LLC$93,87211,407Trimmed
22Elevated Capital Advisors, LLC$66,5518,087Trimmed
23UBS Group AG$46,5515,657New
24Institute for Wealth Management, LLC.$34,9564,248New
25Kingdom Financial Group LLC.$26,0933,171Trimmed

Source: SEC Form 13F filings · as of 2026-06-30